Job DescriptionThe Impact you will have in this role:The Financial Planning & Analysis Associate role will provide full support to DTCC's FP&A's objectives. This includes developing budgets, forecasts and P&L management for different businesses and functions. It involves tracking performance vs. budgets and explaining variances and preparing financial performance presentations for senior management and board meetings. The overall objective is to partner with the business and functional managers to meet financial commitments and goals and assist management in making sound financial decisions.
Your Primary Responsibilities: - Develop and present standard reporting to explain current financial performance and future trends
- Query, analyze and present data from multiple financial data sources to build budgets and forecasts and explain trends
- Develop relationships and credibility with key clients
- Work across multiple channels to assist in FP&A-wide projects
- Evaluate processes to drive efficiencies
- Additional ad-hoc responsibilities as needed
**NOTE: The Primary Responsibilities of this role are not limited to the details above.**
Qualifications: - Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success: - Bachelor's degree in Finance/Accounting (Masters/MBA preferred)
- 4-6 years experience in Financial Analysis/Accounting preferred
- Proficiency or experience with financial systems and Reporting
- Strong communicator who is a self-starter and highly motivated individual
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations.
About the TeamFinance 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.
The Financial Planning & Analysis department enables DTCC to maintain the highest level of financial performance by providing sound planning, budgeting, business case development, client pricing and performance reporting in support of the company's business lines and operating departments.
