Financial Planning & Analysis Associate: Quantitative Finance

DTCC • Jersey City, NJ

18h • Hybrid

About The Position

The Associate is an integral part of the Financial Planning & Analysis team in the CFO Organization. The role acts as a business partner across the organization, providing timely and actionable financial analysis to enable informed decision making and to support execution against DTCC’s strategic objectives. This role partners with business and functional stakeholders to provide transparency into financial performance and evaluate strategic initiatives with speed and accuracy. The Associate will support the analytical backbone of the team by building structured financial models, enabling bottoms-up forecasting, and contributing to insights that support key business decisions across Digital Assets, partnerships, and corporate strategy.

Requirements

• 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
• Ability to structure complex problems into clear and logical analyses
• 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

Nice To Haves

• 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
• Build effective working relationships across teams and contribute to alignment across stakeholders

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.
• Contribute to a standardized approach to quantitative financial analysis while supporting evaluation of new initiatives and business opportunities.
• Support the traditional budgeting and forecasting processes, production of management reporting, and the development of materials used in strategic discussions.
• 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.
• Build and maintain bottom-up financial models to support Digital Assets initiatives, partnerships, and product commercialization.
• Support evaluation of partnerships, investments, and strategic initiatives, including development of business cases and analysis of deal economics.
• Translate complex business models (e.g., tokenization, platform/ecosystem economics, pricing structures) into clear financial drivers and assumptions.
• Support development of revenue forecasting and pricing frameworks, including fee structures and client economics.
• 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.
• Support the annual budgeting and monthly forecasting processes, including management reporting, variance analysis, monthly close support, and preparation of recurring materials for senior leadership.
• Contribute to development of consistent and repeatable analytical frameworks to improve the quality and scalability of financial decision making.

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: Entry Level