Financial Planning & Analysis Associate Director

DTCC • Jersey City, NJ

2h • $95,000 - $180,000 • Hybrid

About The Position

The FP&A Associate Director is a strategic finance leader within the CFO organization, serving as a trusted partner to business, technology and finance stakeholders. The role delivers structured, actionable financial insights to support enterprise decision-making, drive performance, and evaluate strategic opportunities. You will lead forecasting, planning, investment analysis and decision support for DTCC’s Clearing and Security Services businesses. The Associate Director brings analytical rigor, autonomy, and fresh perspectives to strengthen FP&A processes and business partnership.

Requirements

• 7+ years of experience in FP&A or corporate finance roles
• Bachelor’s degree in Finance, Accounting, or related field
• In-depth understanding of financial statements, expense drivers, and performance metrics, 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 for senior management, collaborate with and manage stakeholders
• Familiarity with project portfolio finance
• Proficiency in FP&A systems and advanced Excel required
• Demonstrates strong analytical judgment and the ability to translate complex issues into clear, actionable insights
• Influences stakeholders effectively and builds alignment across cross-functional teams
• Operates with a high degree of autonomy, accountability, and ownership
• Challenges assumptions constructively and drives continuous improvement in financial analysis and decision-making

Nice To Haves

• MBA/CPA/CFA a plus
• 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

Responsibilities

• Lead annual budgets, periodic forecasts, and month-end close activities ensuring accuracy, transparency and alignment with business strategy
• Develop and maintain robust financial models incorporating volume, pricing, cost drivers, and client economics
• Maintain rigorous cost management and budgetary control
• Provide clear explanations of performance drivers, variances, and financial trends to senior leaders
• Evaluate technology portfolio initiatives through rigorous financial analysis and business case development
• Prepare funding requests and portfolio updates for oversight forums; monitor project spend performance
• Review monthly portfolio variances and provide insights on key variance drivers
• Act as a trusted advisor to senior stakeholders, influencing decisions through fact-based, data-driven financial insights
• Communicate effectively with technical and non-technical audiences, delivering clear, well-structured financial presentations and executive-ready analysis
• Take initiative and collaborate across FP&A and other finance teams on ad hoc projects, cross-functional planning, and process improvement initiatives

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director