Corporate Financial Planning Specialist

1 week ago


Jersey City, New Jersey, United States DTCC Full time
Join Our Team as a Corporate Financial Planning & Analysis Senior Associate

We are seeking a highly skilled and motivated Corporate Financial Planning & Analysis Senior Associate to join our team at DTCC. As a key member of our FP&A team, you will play a critical role in developing budgets and forecasts, tracking performance, and preparing presentations for internal FP&A and senior management.

Your Key Responsibilities
  • Develop and present standard reporting to explain current financial performance and future trends.
  • Develop, maintain, and improve complex financial models, dashboards, and KPIs for forecasting, budgeting, and long-term planning.
  • Ability to query, analyze, and present data from multiple financial data sources to build budgets and forecasts and explain trends.
  • Build relationships and credibility with key clients.
  • Lead and participate in month-end close activities.
  • Develop and improve planning process around capital investments along with ongoing month-end analytics.
  • Work across multiple channels to assist in ad-hoc FP&A projects.
  • Evaluate processes to drive efficiencies.
  • Mentor junior and new analysts to ensure adherence to standard processes and procedures, providing guidance and training as needed.
Requirements
  • Minimum of 5 years of related experience.
  • Bachelor's degree preferred or equivalent experience.
Talents Needed for Success
  • Accountability: Demonstrates reliability by taking vital actions to continuously meet required deadlines and goals.
  • Global Collaboration: Applies global perspective when working within a team by being aware of own style and ensuring all relevant parties are involved in key team tasks and decisions.
  • Communication: Articulates information clearly and presents information effectively and expertly when working with others.
  • Influencing: Convinces others by making a strong case, bringing others along to their viewpoint; maintains positive relationships while at the same time is comfortable challenging ideas.
  • Innovation and Creativity: Thinks aggressively and out of the box, generates new insights and processes, and expertly pursues challenges as new avenues of opportunity.

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.



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