Business Process & Analytics Senior Associate

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.

The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.

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:

Being a member of the team, a Business Process & Analytics Reporting Senior Associate is responsible for detailed reporting analytics to create data-driven insights to help inform and drive business decisions and strategies.  The Business Process & Analytics Reporting Senior Associate should be able to drive stakeholder conversations using the obtained pertinent data while highlighting KBIs/KPIs as well as potential data quality discrepancies from each data source. Knowledge of Salesforce.com, Snowflake, Power BI, and the business are essential for transforming raw data into functional reports for key stakeholders and upper management.

To be successful as a Business Process & Analytics Reporting Senior Associate, you should be able to drive reporting initiatives to generate useful deductions from raw information. A top-notch Reporting Senior Associate will continually create and modify reporting to meet the needs of our internal stakeholders.

Your Primary Responsibilities: 

• Accurately analyze and source metrics from various databases including, but not limited to, Salesforce.com and Snowflake, including building/maintaining table relationships. 
• Drive development, launch, and maintenance of dashboards across CCO within Power BI and Salesforce.com.
• Create and monitor business reports that provide key insights, which might be utilized to inform and drive business decisions and strategies.
• Prioritize reporting improvement activities across the enterprise in support of all departments and functional areas within CCO where directed, including template modernization and layout standardization.
• Document and drive CCO/Self-Service Analytics support strategy, including consolidating updates from meetings and tracking project forecasts vs actuals in PPM. 
• Provide monthly, quarterly, or ad-hoc operational reporting to CCO management including sales activity monitoring, pipeline reviews, etc.
• Support internal time-tracking tool (Unanet) through actioning support tickets from global users, updating users and projects, and maintaining system documentation.
• Regularly examine data reports to locate and resolve data discrepancies throughout.
• Support various departments within CCO to reach their goals through analysis.
• Build and maintain relationships with internal stakeholders.
• Participate in data clean-up efforts including project coordination, research, and data entry.

Qualifications:

• Bachelor’s degree preferred
• 5 years of related experience
• Salesforce.com or CRM experience. (Reports and Dashboard experience required)
• Microsoft Power BI and/or Tableau experience required
• DAX and Power Query experence preferred
• Ability to create and manage query relational databases using SQL
• Advanced experience with Microsoft Excel including data review, formulas, pivot tables, graphs, and charts.
• Data Visualization and Modeling experience preferred

Talents Needed for Success:

• DTCC client base/financial services industry knowledge.
• 5 years of Microsoft Excel, Access, & PowerPoint experience.
• Analytical skills that allow for the development of data-driven reports.
• Excellent critical thinking skills to help solve business problems and make decisions.
• Demonstrated ability to manage time and prioritize projects to meet deadlines.
• Strong written and verbal communication skills to effectively relate data to internal stakeholders.
• Detail oriented, organized, and proactive.

Leadership Competencies

• Accountability:  Demonstrates reliability by taking necessary actions to continuously meet required deadlines and goals.
• Global Collaboration:  Applies global perspective when working within a team by being aware of own style and ensuring all relevant parties are involved in key team tasks and decisions. 
• Communication:  Articulates information clearly and presents information effectively and confidently when working with others. 
• Influencing:  Convinces others by making a strong case, bringing others along to their viewpoint; maintains strong, trusting relationships while at the same time is comfortable challenging ideas.
• Innovation and Creativity: Thinks boldly and out of the box, generates new ideas and processes, and confidently pursues challenges as new avenues of opportunity. 

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.