Financial Planning Associate Jobs in Edison, NJ (NOW HIRING)

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 globe. 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.
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 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.
Primary Responsibilities
The role will support DTCC senior leaders and Finance partners on strategic business opportunities, partnerships, and investments. Reporting into the FP&A team, the Associate will work closely with stakeholders across Strategy, Product, and Finance to support structured financial analysis and decision making. In this role, you will contribute to a standardized approach to quantitative financial analysis while supporting evaluation of new initiatives and business opportunities. Additionally, as part of the Financial Planning & Analysis team, you will also 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

**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
To be successful in this role, the candidate requires the ability to operate across both structured and less defined problems, with strong analytical capability and attention to detail. The role requires the ability to support senior stakeholders through clear analysis and structured thinking.

• 3-5 years of related experience
• Bachelor's degree in Finance, Accounting, Economics, or related field

Talents Needed for Success:

• 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; 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

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.
About Us
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.
DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.
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About the Team
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 globe. 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.
The Financial Planning & Analysis department enables DTCC to maintain the highest level of financial performance by providing sound planning, budgeting, business case development, client pricing and performance reporting in support of the company's business lines and operating departments.