Financial Planning & Analysis Senior Associate
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it. Avoid filler like "commensurate with experience". So we need to parse the posting.
Let's extract sections:
- About the role: The posting begins with "Are you ready to make an impact at DTCC? ..." includes description about DTCC, finance organization, etc. That's about the role/company. We'll put that as About the role.
- Responsibilities: The section "Your Primary Responsibilities" includes bullet-like sentences. We'll list them.
- Qualifications: There's a "Qualifications" heading with bullet list.
- Skills: There's "Talents Needed For Success" which is skills/competencies. We'll treat as Skills.
- Benefits: There's "Pay And Benefits" with bullet list: Competitive compensation, health insurance, pension, PTO, flexible/hybrid model. Also schedule info: "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)." That's schedule.
- Pay: The posting mentions "Competitive compensation, including base pay and annual incentive". That's pay. Could be part of Benefits but we can separate Pay and Benefits sections if content exists. The instruction: Prefer a few substantive sections over many thin ones. But we have both Pay and Benefits content. We could combine them? However they ask to use headings for Pay, Benefits, Schedule separately if content exists. We have content for Pay (competitive compensation, base pay, annual incentive). Benefits: health insurance, life insurance, well-being benefits, pension/retirement, PTO, personal/family care, leaves. Schedule: flexible/hybrid model 3 days onsite 2 days remote, specifics.
Thus we will include Pay, Benefits, Schedule sections.
We must not include filler like "commensurate with experience". Not present.
We need to ensure we don't duplicate content.
Let's extract prose for About the role: The initial paragraph up to before "Pay And Benefits". Let's capture:
"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."
That's About the role.
Responsibilities: Under "Your Primary Responsibilities" there are two subheadings: Financial Planning & Analysis and Financial Applications & Process Improvements. We'll combine into a list.
List items:
- 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
- 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: Under "Qualifications" list:
- 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
Skills (Talents Needed For Success): list:
- 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.
Benefits: Under "Pay And Benefits" we have:
- 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.
Pay: Could be just "Competitive compensation, including base pay and annual incentive". But that's also in Benefits. To avoid duplication, maybe we treat Pay as that line, Benefits as the rest. However the instruction says prefer few substantive sections over many thin ones. Could combine Pay and Benefits into one Benefits section? But they ask to use headings for Pay, Benefits, Schedule if content exists. We have content for Pay (competitive compensation). Benefits: health, life, well-being, pension, PTO, etc. Schedule: flexible/hybrid model.
We could keep Pay separate with that line, Benefits with the rest, Schedule with hybrid model.
Let's extract Pay: "Competitive compensation, including base pay and annual incentive"
Benefits: "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: "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)."
Now we need to output HTML fragment with
headings and - for lists,
for prose.
We must not include any extra text like explanations.
Let's craft:
About the role
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.
Responsibilities
- 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
- 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
Skills
- 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.
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it. Avoid filler like "commensurate with experience". So we need to parse the posting. Let's extract sections: - About the role: The posting begins with "Are you ready to make an impact at DTCC? ..." includes description about DTCC, finance organization, etc. That's about the role/company. We'll put that as About the role. - Responsibilities: The section "Your Primary Responsibilities" includes bullet-like sentences. We'll list them. - Qualifications: There's a "Qualifications" heading with bullet list. - Skills: There's "Talents Needed For Success" which is skills/competencies. We'll treat as Skills. - Benefits: There's "Pay And Benefits" with bullet list: Competitive compensation, health insurance, pension, PTO, flexible/hybrid model. Also schedule info: "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)." That's schedule. - Pay: The posting mentions "Competitive compensation, including base pay and annual incentive". That's pay. Could be part of Benefits but we can separate Pay and Benefits sections if content exists. The instruction: Prefer a few substantive sections over many thin ones. But we have both Pay and Benefits content. We could combine them? However they ask to use headings for Pay, Benefits, Schedule separately if content exists. We have content for Pay (competitive compensation, base pay, annual incentive). Benefits: health insurance, life insurance, well-being benefits, pension/retirement, PTO, personal/family care, leaves. Schedule: flexible/hybrid model 3 days onsite 2 days remote, specifics. Thus we will include Pay, Benefits, Schedule sections. We must not include filler like "commensurate with experience". Not present. We need to ensure we don't duplicate content. Let's extract prose for About the role: The initial paragraph up to before "Pay And Benefits". Let's capture: "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." That's About the role. Responsibilities: Under "Your Primary Responsibilities" there are two subheadings: Financial Planning & Analysis and Financial Applications & Process Improvements. We'll combine into a list. List items: - 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 - 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: Under "Qualifications" list: - 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 Skills (Talents Needed For Success): list: - 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. Benefits: Under "Pay And Benefits" we have: - 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. Pay: Could be just "Competitive compensation, including base pay and annual incentive". But that's also in Benefits. To avoid duplication, maybe we treat Pay as that line, Benefits as the rest. However the instruction says prefer few substantive sections over many thin ones. Could combine Pay and Benefits into one Benefits section? But they ask to use headings for Pay, Benefits, Schedule if content exists. We have content for Pay (competitive compensation). Benefits: health, life, well-being, pension, PTO, etc. Schedule: flexible/hybrid model. We could keep Pay separate with that line, Benefits with the rest, Schedule with hybrid model. Let's extract Pay: "Competitive compensation, including base pay and annual incentive" Benefits: "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: "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)." Now we need to output HTML fragment with
headings and - for lists,
for prose.
We must not include any extra text like explanations.
Let's craft:
About the role
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.
Responsibilities
- 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
- 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
Skills
- 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.
for prose. We must not include any extra text like explanations. Let's craft:
About the role
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.
Responsibilities
- 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
- 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
Skills
- 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.