Financial Planning & Analysis Senior Associate

DTCC • Jersey City, NJ

23h • $75,000 - $150,000 • Hybrid

About The Position

The FP&A Senior Associate is a strategic finance role 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 support monthly and long-range forecasting, annual planning, and month end close processes as part of the FP&A Consolidation team. The Senior Associate brings analytical rigor, autonomy, and fresh perspectives to strengthen FP&A processes and cross-functional partnerships.

Requirements

• 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

Nice To Haves

• 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 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

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: Senior