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Financial Modeling and Analysis Expert
2 months ago
About DTCC
DTCC is a leading provider of financial market infrastructure and technology solutions. We are committed to helping our employees grow and succeed in a dynamic and innovative environment.
Job Summary
The Corporate Financial Planning & Analysis Senior Associate role is an integral part of the FP&A team at DTCC. The role partners with wider FP&A organization and key stakeholders from other CFO teams in developing budgets and forecasts, tracking performance, explaining variances and preparing presentations for internal FP&A and senior management.
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.