Financial Planning & Analysis Senior Associate

Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC’s competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The Impact you will have in this role:

The FP&A Senior Associate is a strategic finance role within the CFO organization, serving as a trusted partner to business, technology, and finance stakeholders. The role delivers structured, actionable financial insights to support enterprise decision-making, drive performance, and evaluate strategic opportunities.

You will support monthly and long-range forecasting, annual planning, and month end close processes as part of the FP&A Consolidation team. The Senior Associate brings analytical rigor, autonomy, and fresh perspectives to strengthen FP&A processes and cross-functional partnerships.

Your Primary Responsibilities:
 

Financial Planning & Analysis

• Lead annual budget cycle and periodic forecast activities within FP&A, including collecting enterprise-wide assumptions and working IT team to manage system set-up, creating functional targets and standard reports, and summarizing the total company story 
• Lead month-end close activities within FP&A including partnering with the Accounting team, summarizing the drivers for FP&A leadership, leading the internal FP&A variance analysis discussions, and consolidating the overall P&L narrative for monthly executive reporting
• Communicate effectively with technical and non-technical audiences delivering clear, well-structured financial presentations and executive-ready analysis 

Financial Applications & Process Improvements

• Be the primary point of contact for FP&A applications (e.g., Oracle) both for our IT partners supporting the application as well as for the FP&A team as issues or questions arise
• Take initiative and collaborate across FP&A and other finance teams on ad hoc projects, cross-functional coordination, and process improvement initiatives
• Actively look for more efficient ways to do all aspects of the role, whether it is through automation, process simplification, or the use of AI 

Qualifications:

• Minimum of 4 years of related experience
• Bachelor's degree in Finance, Accounting, related field, or equivalent experience
• Understanding of financial statements, expense drivers, and variance analysis, as well as experience managing month-end close and forecasting cycles 
• Strong financial modeling and analytical skills (e.g., scenario analysis, sensitivity analysis)
• Demonstrated ability to prepare and deliver presentations and collaborate with and manage stakeholders
• Proficiency in Oracle or similar FP&A applications and advanced Excel required, advanced PowerPoint preferred
• Experience with AI-enabled tools to advance analytics, improve forecast accuracy, and deepen business insight is highly valued
• Familiarity with capital markets, financial services or post-trade infrastructure is a plus
• Experience using business intelligence, data visualization, and process automation tools is a plus 
   

Talents Needed for Success:

• Operate independently with a high degree of autonomy while proactively partnering with FP&A team members and stakeholders across the broader Finance organization.
• Communicate financial insights, analysis, and recommendations clearly and confidently to peers, business partners, and senior leadership.
• Apply a rigorous analytical mindset to evaluate business performance using both quantitative and qualitative financial analysis techniques.
• Demonstrate strong problem-solving skills and the ability to structure complex financial information into actionable insights.
• Maintain composure in a fast-paced environment, effectively managing shifting priorities while consistently meeting deadlines.
• Collaborate effectively across cross-functional teams while also taking ownership of work and driving deliverables independently.
• Balance day-to-day operational responsibilities with strategic financial planning and decision-support activities.
• Exhibit strong attention to detail while maintaining a broader enterprise and business perspective.
• Adapt quickly to changing business needs and continuously identify opportunities to improve processes, reporting, and analysis.
• Demonstrate sound judgment, organizational skills, and a proactive approach to supporting business objectives and financial outcomes.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork.  When you join our team, you’ll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It’s the chance to make a difference at a company that’s truly one of a kind.

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