Implementation Senior Associate

Posted 11 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote or Hybrid
Senior level
Fintech • Software
We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
Lead ArcCharting software implementations from discovery through final sign-off. Gather client requirements, document chart specifications and business rules, coordinate development and testing, manage project tickets and deadlines, resolve issues, and communicate status with clients and internal teams. The role requires working with Adobe Illustrator, XML-based configuration files, SaaS implementations, and Microsoft Office while ensuring accurate, compliant deliverables.
Summary Generated by Built In
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America's Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Implementation Senior Associate - Arc Charting Administrator will work closely with clients and internal teams throughout the ArcCharting implementation lifecycle, from initial discovery through development, testing, implementation, and final sign-off. This individual will be responsible for reviewing client chart samples, analyzing formatting and business requirements, developing discovery documentation, and coordinating chart development and testing. Additionally, this individual will manage project priorities, communicate status and potential delays, and help ensure completed charting work meets client requirements and company standards.
Responsibilities:
• Lead ArcCharting implementations from the discovery process through development, testing, implementation, and final sign-off.
• Gather chart samples, specifications, workflows, business rules, and other required information from clients to define project requirements and expected outcomes.
• Develop comprehensive discovery documentation that clearly communicates client requirements, chart specifications, and business rules.
• Coordinate and manage the testing process for all charts to ensure accuracy, functionality, and compliance with client requirements.
• Manage the chart development process in collaboration with ArcCharting developers, providing requirements, clarification, and project direction as needed.
• Participate in internal and client meetings and conference calls related to chart implementations, requirements, development, testing, and issue resolution.
• Manage the project ticket queue, prioritize tasks, and monitor deadlines to support timely completion of charting projects.
• Coordinate and manage testing for all charts to confirm accuracy, functionality, and compliance with client requirements.
• Communicate project status, issues, and potential delays to appropriate stakeholders and help manage client expectations.
• Identify, analyze, and resolve charting issues throughout the development, implementation, and production process.
• Maintain accurate project documentation and ensure requirements and decisions are clearly communicated among clients, developers, and internal teams.
• Develop and maintain working knowledge of related team functions and processes, serving as a backup resource when needed to support business needs and team coverage.
Qualifications:
• 2-5 years of experience working directly with clients throughout an implementation lifecycle, including requirements gathering, analysis, testing, project coordination, and implementation.
• 2-5 years of experience in SaaS software implementation, application administration, technical support, project coordination, or related environment.
• Experience working with Adobe Illustrator, including the ability to review and manipulate charts or graphic files.
• Working knowledge of XML and the ability to understand and work with XML-based charting or configuration files.
• Strong analytical and problem-solving skills, with the ability to identify and resolve formatting, data, and business-rule discrepancies.
• Strong attention to detail and commitment to delivering accurate, high-quality work.
• Strong organizational and project management skills, with the ability to manage multiple projects, competing priorities, tickets, and deadlines.
• Ability to communicate effectively and professionally with internal and external clients, including gathering detailed business and technical requirements.
• Proficient in Microsoft Office applications, including Excel, Word, Outlook, and related tools.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote

Skills Required

  • 2-5 years of experience working directly with clients throughout an implementation lifecycle, including requirements gathering, analysis, testing, project coordination, and implementation.
  • 2-5 years of experience in SaaS software implementation, application administration, technical support, project coordination, or a related environment.
  • Experience working with Adobe Illustrator, including reviewing and manipulating charts or graphic files.
  • Working knowledge of XML and ability to work with XML-based charting or configuration files.
  • Strong analytical and problem-solving skills.
  • Strong attention to detail and commitment to accurate, high-quality work.
  • Strong organizational and project management skills, including managing multiple projects, competing priorities, tickets, and deadlines.
  • Ability to communicate effectively and professionally with internal and external clients and gather detailed business and technical requirements.
  • Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and related tools.

What the Team is Saying

Stephen
James Menke
Dan Leib
Chris Tanger
Dan Leib
Dan Leib

DFIN Compensation & Benefits Highlights

  • Leave & Time Off Breadth — Company materials describe flexible PTO for U.S. salaried employees alongside paid holidays, sick leave, and paid parental leave. Public disclosures also reference up to 12 weeks for birth mothers with paid leave available for fathers and adoptive parents, noting details can vary by role and location.
  • Retirement Support — DFIN outlines a 401(k) program matching 50 cents per dollar up to 6% of eligible pay, with the possibility of an additional discretionary match. HSA contributions and broader financial-wellbeing elements are also highlighted.
  • Equity Value & Accessibility — The Employee Stock Purchase Plan allows eligible employees to purchase company stock at a 10% discount and has been expanded beyond the U.S. in recent updates. Equity and performance-based bonuses are presented as part of total rewards.

DFIN Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
1,750 Employees
Year Founded: 2016

What We Do

DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.

Why Work With Us

DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

DFIN Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We operate in a fully flexible work environment. Our employees can continue to work remotely, our offices remain open and available for collaboration.

Typical time on-site: Flexible
Company Office Image
HQChicago, IL
Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.

Similar Jobs

DFIN Logo DFIN

Tax Senior Associate

Fintech • Software
Remote or Hybrid
United States
1750 Employees

DFIN Logo DFIN

Architect

Fintech • Software
Remote or Hybrid
United States
1750 Employees
Remote or Hybrid
United States
1750 Employees

DFIN Logo DFIN

Inside Sales Director

Fintech • Software
Remote or Hybrid
United States
1750 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account