Title:  Implementation Senior Associate - Remote

Job ID:  3990


Category:  Customer Service

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 


 The Financial Reporting Software Implementation Specialist will work directly with clients throughout the implementation lifecycle on DFIN’s financial reporting platform within the Global Investment Companies business. This individual will be responsible for analyzing systems, mapping data, and configuring the platform to meet client requirements. Additionally, this individual will coordinate and manage custom on-boarding and software/product implementations (initial meeting through final disposition of a client’s project).


  • Lead the implementation for clients on the financial reporting platform to include initial meeting through final sign-off of a client’s project.
  • Gather required data from clients and evaluate objectives and goals to create the project plan and develop the statement of work.
  • Analyze and review client requirements and decide on the scope of the overall project.
  • Determine resources and timelines to deliver based on client needs and expected outcomes.
  • Decide on the appropriate resources/departments required to successfully implement a client campaign.
  • Work with client on defining success criteria and develop test cases to align with desired outcomes.
  • Configure application through the user interface based on all scope requirements and assist in analysis and testing of data ingestion process.
  • Communicate client project status to appropriate stakeholders and disseminate information on problems or potential delays.
  • Manage client expectations and ensure the completed work meets client SLA’s and complies with the company standards.
  • Guide the delivery team through implementation and ensure a comprehensive handoff to production support.
  • May hold color project meetings with the client to review and make changes to jobs.
  • Perform other related duties and participate in special projects as assigned.


  • 3-5 years of experience working directly with clients throughout implementation lifecycle - analyzing their systems, mapping data, and configuring the platform to meet their requirements.
  • 3-5 years of experience in financial reporting or SaaS software implementation
  • Ability to review and understand the different pieces of financial reports, including but not limited to Financial and Portfolio Statements, Notes to Financials, and any other supporting information.
  • Financial regulatory compliance knowledge a plus.
  • Self-starter and strong analytical skills.
  • Strong problem solver with the ability to resolve complex issues through data analysis
  • Ability to communicate effectively with internal and external clients.
  • Previous software implementation experience or product onboarding a plus.
  • Financial regulatory compliance knowledge a plus.
  • Familiarity with XML and SEC regulatory knowledge is a plus.
  • Proficient in Microsoft Excel.

It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

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