Job TitleDirector, FP&A – IT Portfolio InvestmentsJob DescriptionAre 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 BenefitsCompetitive compensation, including base pay and annual incentiveComprehensive health and life insurance and well-being benefits, based on locationPension / Retirement benefitsPaid 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 RoleThe Director, FP&A – IT Portfolio Investments is responsible for financial leadership, governance, and strategic insight across the company's technology investment portfolio. This role partners closely with IT, product, and enterprise finance leaders to optimize capital and manage operating expenses, ensure disciplined investment decisions, and support long term technology strategy through rigorous financial analysis, planning, and performance management. The Director will oversee technology investment planning and prioritization, while enabling data-driven decision-making across business and functional stakeholders.Your Primary ResponsibilitiesIT Portfolio & Investment ManagementServe as the primary finance partner for IT leadership on technology investment strategy, portfolio planning, and funding decisionsProvide financial insight to support enterprise technology roadmaps and innovation prioritiesTranslate technology strategy into multi year financial plans aligned with enterprise objectivesLead financial oversight of the IT investment portfolio including demand planning, prioritization, business case evaluation, and funding governanceEstablish and maintain a financial governance framework for the IT project and application portfolioPartner with IT leadership to evaluate business cases, ROI, and total cost of ownership for capital and operating investmentsMonitor portfolio performance against funding approvals, milestones, and value realization targetsDrive prioritization and reallocation of funds based on strategic alignment, risk, and performancePerformance Management & ReportingServe as a trusted advisor to IT leadership and a role model for strong business partnershipEstablish consistent planning, forecasting, and reporting standards to drive cost transparency across all areas of the IT portfolioMonitor portfolio performance against financial and strategic objectives, perform variance analysis and trend monitoring to identify opportunities, tradeoffs and reallocation opportunitiesDevelop and deliver executive level financial reporting on IT portfolio spending, productivity and investment outcomesIdentify and execute opportunities for cost savings, demand management, and spend rationalizationStrategic Planning & Financial LeadershipOwn the annual budget, long range plan, and rolling forecast processes for IT investments and run the business spendPartner with the Enterprise Transformation (ET) team to support portfolio prioritization and funding decisions and to ensure the portfolio accurately represents the capacity of IT demand departmentsTranslate business and technology strategies into clear financial implications, trade offs, and decision-ready recommendationsSupport executive management with forward looking insights on cost trends, capacity, and funding requirementsRepresent the FP&A team in governance forums and working groups related to enterprise-wide portfolio investment planning and executionSupport the preparation of IT portfolio materials for the Investment Management Committee, the Executive Committee, and/or the Board of DirectorsQualificationsMinimum of 10 years of related experienceBachelor's degree preferred or equivalent experienceTalents Needed For SuccessTo be successful in this role, the candidate requires the ability to operate both at a high level (such as summary/executive reporting and context-setting) but also the technical depth to work at a detailed level within applicable academic finance frameworks and techniques.
Guiding and influencing others in understanding complex situations and achieving success through well-informed decisions is critical.This role has exposure and access to senior management and requires significant financial strategy development experience, research, and analytical capabilities, strong storytelling skills, and meeting facilitation skills. This role requires an intellectually curious and tenacious mentality as well as strong emotional and intellectual IQ, influencing skills, and courage to speak their mind.Minimum of 10 years of related experienceBachelor's or Master's degree in Finance or Accounting preferred with Masters or equivalent experienceStrong understanding of financial principles, reporting standards, and regulatory complianceStrong analytical and problem-solving skillsExcellent communication and leadership skillsAbility to work independently and as part of a team, setting priorities and managing multiple workstreamsExperience using ERP systems, financial analysis and related reporting systems. Knowledge of Oracle platform is a plusDemonstrated expertise in financial analysis and application of evaluation methodologies.Strong data visualization and presentation skillsCapital markets (especially post-trade) industry knowledge is a plusThe 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.