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Associate Principal, IT Planning & Analytics

Who We Are

The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at www.theocc.com.

What We Offer

A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:

A hybrid work environment, up to 3 days per week of remote work

Tuition Reimbursement to support your continued education

Student Loan Repayment Assistance

Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely

Generous PTO and Parental leave

Competitive health benefits including medical, dental and vision


This role will be responsible for assisting in the operationalization and maintenance of a Technology Business Management (TBM) solution designed to position executives with the knowledge to manage and communicate the cost, quality and value of IT Services.    This role will also play a part in the overall IT governance processes and support the IT budget planning and forecasting processes.   

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Gather functional and business requirements and rapidly translate information into a working set of operational and financial models, dashboards and management reports

  • Import, transform and rationalize data from systems of record into selected TBM tool

  • Operationalize data monthly by loading, validation and reviewing on a timely basis

  • Perform monthly forecasting and budget reconciliation and analysis for AWS and Cloud Management Platforms

  • Participates in collaborative efforts with domain leads, service lines and PMO to drive improved communication and shared direction.

  • Supports the TBM process and functions

  • Assist with the development of an IT financial forecasting process.  

  • Identifies cost / benefit of IT portfolio to properly identify gaps in bottom line

  • Participates in review process to ensure overall budget/forecast consolidation and review.

Supervisory Responsibilities:



The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Previous work experience in IT Finance required

  • Previous work experience in Technology Business Management a plus

  • Previous work experience in a highly regulated, capital markets company preferred

  • Ability to work efficiently and effectively with multiple levels of management and staff across the organization

  • Understanding of IT infrastructure domains

  • Knowledge of IT services and financial management process and best practices such as budgeting, cost allocations, capital and operating expense handling

  • Strong analytical, problem solving and troubleshooting skills with the ability to exercise mature judgment.

  • Highly motivated individual that assumes ownership of their projects.

  • Demonstrated verbal/written communication skills to be able to articulate ideas clearly and concisely.

  • Ability to provide solutions that meet the business objectives and deliver on time, on budget, with a high degree of quality

Technical Skills:

  • Experience in the financial services industry preferred

  • Strong data transformation skills using MS Excel

  • Strong communication and presentation skills  

  • Experience with TBM tools such as Apptio a plus

Education and/or Experience:

  • 2-3 years of relevant work experience

  • Bachelor’s Degree in Information Systems, Business Management, Finance, or related field

  • MBA or related graduate level course work a plus

Certificates or Licenses:


Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.  

Step 2
You will receive an email notification to confirm that we've received your application.

Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. 

For more information about OCC, please click here.

OCC is an Equal Opportunity Employer

Apply About OCC
  • REQ-2244
  • Chicago - 125 S Franklin
  • Full Time Regular
  • Posted: Oct. 8, 2021

How to Apply

Step 1 - When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.

Step 2 - You will receive an email notification to confirm that we've received your application.

Step 3 - If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.

OCC is an Equal Opportunity Employer

Numerous studies have shown that people from groups that are traditionally under-represented in financial services apply to jobs only if they believe they meet 100% of the requirements. We want to break down this mindset to further diversify our workforce.

We encourage you to review our open positions and apply if you think your experience may be a match, even if you do not meet all of the qualifications. Your perspective may be an element we need to continue building innovative solutions to support the markets and market participants we serve.

OCC is a globally recognized entity that clears a multitude of diverse and sophisticated products. We want to reflect this in the diversity of our workforce.

This web site discusses exchange-traded options issued by The Options Clearing Corporation. No statement in this web site is to be construed as an endorsement, recommendation or solicitation to purchase or sell a security, or to provide investment advice. Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of the disclosure document, Characteristics and Risks of Standardized Options. Individuals should not enter into option transactions until they have read and understood this document. To obtain copies, contact your broker, any exchange on which options are traded, or The Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, IL 60606 ([email protected]).