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Financial Planning & Analysis Associate

AT DTCC
DTCC

Financial Planning & Analysis Associate

Wrexham, United Kingdom

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the world. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

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Pay and 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.
  • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).


The Impact you will have in this role:

The Financial Planning & Analysis Associate role will provide full support to DTCC's FP&A's objectives. This includes developing budgets, forecasts and P&L management for different businesses and functions. It involves tracking performance vs. budgets and explaining variances and preparing financial performance presentations for senior management and board meetings. The overall objective is to partner with the business and functional managers to meet financial commitments and goals and assist management in making sound financial decisions.

Your Primary Responsibilities:

  • Ability to query, analyze and present data; proactively provide information in anticipation of key questions
  • Develop income statements, balance sheets and cash flows based on a set of assumptions
  • Analyze new project initiatives from an economic perspective by breaking down a problem and work with others to solve
  • Investigate complex analysis to solve key business issues
  • Work across multiple channels to assist in ad-hoc projects involving M&A analysis, pricing, revenue analysis and system implementation
  • Develop and maintain financial models
  • Evaluate processes to drive efficiencies to deliver improved financial performance, such as process mapping and improvement
  • Additional ad hoc responsibilities may apply
  • Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately


Qualifications:
  • Minimum of 4 years of related experience
  • Bachelor's degree preferred or equivalent experience


Talents Needed for Success:
  • Bachelor's degree in Finance/Accounting (Masters/MBA preferred)
  • 3-4 years experience in Financial Analysis/Accounting preferred
  • Proficient in Microsoft Office, financial systems and reporting
  • Strong communicator who is a self-starter and highly motivated individual


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. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Client-provided location(s): Wrexham, UK
Job ID: DTCC-209194
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • FSA
    • HSA With Employer Contribution
    • Long-Term Disability
    • HSA
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • On-site/Nearby Childcare
    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Casual Dress
    • Snacks
    • On-Site Cafeteria
    • Commuter Benefits Program
    • Company Outings
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Pension
  • Professional Development

    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Professional Coaching
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)
    • Unconscious Bias Training