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 foster a thriving internal community and are committed to creating a workplace that reflects the world we serve.
Finance is one organization composed of ten functions forming the financial backbone of DTCC. From accountants and financial analysts to internal consultants, the CFO Organization employs diverse professionals 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 and retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence designed to support 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 on this role:
The Associate is an integral part of the Financial Planning & Analysis team in the CFO Organization. The role acts as a business partner across the organization, providing timely and actionable financial analysis to enable informed decision making and to support execution against DTCC’s strategic objectives.
This role partners with business and functional stakeholders to provide transparency into financial performance and evaluate strategic initiatives with speed and accuracy. The Associate will support the analytical backbone of the team by building structured financial models, enabling bottoms-up forecasting, and contributing to insights that support key business decisions across core businesses
Primary Responsibilities:
Being a member of the FP&A team, this role will support DTCC senior leaders and Finance partners on strategic business opportunities, partnerships, and investments. Reporting into the FP&A team, the Associate will work closely with stakeholders across Strategy, Product, and Finance to support structured financial analysis and decision making. In this role, you will contribute to a standardized approach to quantitative financial analysis while supporting evaluation of new initiatives and business opportunities. Additionally, as part of the Financial Planning & Analysis team, you will also support the traditional budgeting and forecasting processes, production of management reporting, and the development of materials used in strategic discussions.
Build and manage financial models across both revenue and expense drivers, supporting full P&L analysis and ensuring alignment between investment decisions, cost structure, and business outcomes
Support evaluation of partnerships, investments, and strategic initiatives, including development of business cases and analysis of deal economics
Support development of revenue forecasting and pricing frameworks, including fee structures and client economics
Perform scenario-based analysis (base, upside, downside) across revenue, cost, and operating income to support budgeting, forecasting, and strategic decision making
Apply AI tools to accelerate financial modeling, scenario analysis, and assumption testing, improving speed and depth of analysis
Prepare clear and concise materials to communicate financial insights to senior stakeholders, including presentations supporting strategic and Board-level discussions
Support the annual budgeting and monthly forecasting processes, including management reporting, variance analysis, monthly close support, and preparation of recurring materials for senior leadership
Contribute to development of consistent and repeatable analytical frameworks to improve the quality and scalability of financial decision making
Leadership Requirements:
Demonstrate strong analytical capability and sound judgment in evaluating financial results
Build effective working relationships across teams and contribute to alignment across stakeholders
Challenge assumptions and contribute to improving the quality of financial analysis and decision making
Qualifications:
To be successful in this role, the candidate requires the ability to operate across both structured and less defined problems, with strong analytical capability and attention to detail. The role requires the ability to support senior stakeholders through clear analysis and structured thinking.
3–5 years of related experience
Bachelor’s degree in Finance, Accounting, Economics, or related field
Strong financial modeling skills and experience with scenario and sensitivity analysis
Talents Needed for Success:
Understanding of core financial concepts including financial statements, NPV, IRR, and investment evaluation
Strong analytical and problem-solving skills, with ability to independently investigate drivers and challenge assumptions
Demonstrated intellectual curiosity and inquisitive mindset, with the ability to ask the right questions and drive deeper analysis
Strong communication skills with ability to present findings clearly
Ability to work independently and manage multiple workstreams
Experience with Excel and financial modeling tools required; experience with FP&A systems (including Oracle) is a plus
Familiarity with AI-enabled tools (e.g., generative AI, data analysis workflows) and ability to apply them to financial modeling, analysis, and decision support