Financial Planning & Analysis Associate: Quantitative Finance

About the role

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.

Responsibilities

• Support DTCC senior leaders and Finance partners on strategic business opportunities, partnerships, and investments.
• Work closely with stakeholders across Strategy, Product, and Finance to support structured financial analysis and decision making.
• 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.
• Evaluate partnerships, investments, and strategic initiatives, including development of business cases and analysis of deal economics.
• Translate complex business models into clear financial drivers and assumptions.
• Perform scenario-based analysis (base, upside, downside) across revenue, cost, and operating income to support budgeting, forecasting, and strategic decision making.
• Apply structured analytical approaches to assess investment sizing, valuation, and key risks in partnership and M&A discussions.
• Apply AI tools to accelerate financial modeling, scenario analysis, and assumption testing, improving speed and depth of analysis.
• Partner with Strategy, Product, Finance, and PMO stakeholders to gather inputs, align assumptions, and support execution of financial initiatives.
• Prepare clear and concise materials to communicate financial insights to senior stakeholders, including presentations supporting strategic and Board-level discussions.
• Contribute to development of consistent and repeatable analytical frameworks to improve the quality and scalability of financial decision making.

Qualifications

• 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
• Understanding of core financial concepts, including financial statements, NPV, IRR, and investment evaluation
• Ability to operate across both quantitative modeling and traditional FP&A responsibilities, including forecasting, variance analysis, and expense management
• Strong analytical and problem-solving skills, with the ability to independently investigate drivers, challenge assumptions, and exercise sound judgment in evaluating business opportunities
• Demonstrated intellectual curiosity and an inquisitive mindset, with the ability to ask the right questions and drive deeper analysis
• Strong communication skills with the 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 digital assets, tokenization, or financial market infrastructure, including platform- or ecosystem-based business models, is a plus
• Familiarity with AI-enabled tools (e.g., generative AI, data analysis workflows) and the ability to apply them to financial modeling, analysis, and decision support
• Exposure to capital markets or financial services is a plus

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.

Schedule

• 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).