Noah Schevitz
225 Grand Street, Jersey City,NJ
Summary
Experienced Financial Planning and Analysis Associate with a strong background in financial modeling, budgeting, forecasting, and reporting. Skilled in analyzing financial data to provide actionable insights and recommendations to support business decision-making. Proficient in Excel, Business Intelligence, and financial analysis software, with a keen attention to detail and a track record of meeting tight deadlines. A team player who collaborates effectively with cross-functional teams to achieve organizational goals.
Overview
4
4
years of professional experience
Work History
Senior Associate
The Depository Trust & Clearing Corporation, DTCC
Jersey City, NJ
01.2024 - Current
- Conducts thorough analysis of profit and loss statements for multiple business units totaling $800m in annual revenues, identifying areas of improvement and developing recommendations to increase profitability and reduce costs
- Regularly presents complex financial information to senior leadership, utilizing clear and concise language and data visualization techniques to effectively communicate key performance metrics, trends, and insights
- Serves as the primary point of contact for all financial matters related to company strategic initiatives Treasury Clearing and CSS Modernization, providing financial guidance and answering inquiries from stakeholders
- Lead the development of comprehensive business cases for strategic initiatives. Partner with key stakeholders to quantify the impact of labor costs, potential revenue streams, and ongoing operational expenses on overall financial performance and ensure alignment with business objectives
- Monitors ongoing assessments of the businesses Deliver New Capabilities portfolio's financial performance ( ~$50 million), comparing actuals against forecasts and budgets. Proactively identify variances and potential risks to ensure the project stays on track financially
- Collaborate closely with business leaders to continually identify opportunities for cost savings and business optimization through effective roster management
- Assist the business in the planning, development, and execution of the annual budget
Senior Financial Analyst
The Depository Trust & Clearing Corporation, DTCC
Jersey City, NJ
01.2021 - 11.2021
- Forged meaningful relationships with departmental heads and become a trusted FP&A partner, highlighting risks, documenting and/or building simulations and sensitivity analyses and suggesting solutions to problems as they arise
- Supported the execution of Program DART, a strategic cost-cutting initiative that achieved $125M in savings. Tracked and analyzed cost data to assess impact on business margins, and regularly reported progress to key stakeholders
- Developed data-driven pricing scenarios to optimize fee changes for business margins, considering customer impact. Crafted clear client communication for proposed adjustments
- Assisted the business in the planning, development, and execution of the annual budget for a $60m function
- Evaluated the financial viability of over 40 business cases in line with the strategic vision of the the business
- Trained new Analysts on corporate policies and objectives and provided mentoring and assistance, which improved overall retention and morale.
Education
Bachelor of Arts - Finance
University of Massachusetts Amherst
Amherst, MA05.2019
Skills
- Planning and analysis
- Cross-functional collaboration
- Communication with senior leadership
- Investment analysis and evaluation
- Budget and forecast support
- Advanced proficiency in Excel and PowerPoint
- Dashboard creation in Business Intelligence tools
- Oracle ERP understanding
Additional Information
Interests: Ice hockey, keeping up on current events, cooking, volunteer youth ice hockey coach, reading
Timeline
Senior Associate
The Depository Trust & Clearing Corporation, DTCC
01.2024 - Current
Senior Financial Analyst
The Depository Trust & Clearing Corporation, DTCC
01.2021 - 11.2021
Bachelor of Arts - Finance
University of Massachusetts Amherst
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