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Associate Principal, IT Financial & Planning Analysis

The Associate Principle, IT Planning & Analytics role is responsible for assisting in the design,  implementation, and maintenance of the IT Cost Transparency module in Apptio.  This Technology Business Management (TBM) platform provides executives with the knowledge to manage and communicate the cost, quality, and value of IT Services. A successful candidate will have with a strong technology and financial management background. This role will also play a part in the administrative oversight of technology budget planning and forecasting.   

Essential Duties and Responsibilities:

  • Designs, configures, validates, and maintains IT Cost Transparency reports within the Apptio application
  • Model complex business problems, discover business insights, and identify opportunities through the use of mining and visualization techniques
  • Imports, transforms, and cleanses data in Apptio on a monthly basis (i.e. GL, Workday, Project Costing, ServiceNow CMDB, etc.)
  • Troubleshoots data issues and understands how data feeds impact the application
  • Participates in review process to ensure overall budget/forecast consolidation and review.
  • Perform other duties as assigned

Qualifications:

  • Previous work experience in Technology Business Management or IT Finance required
  • Experience financially modeling IT expenses such as application total cost of ownership (TCO) and business capability TCO, preferred.  Preferred cost modeling experience would include data centers, network, end user compute, storage, virtual environments, application development, and IT operations.
  • 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
  • Highly motivated individual that assumes ownership of their projects. Ability to provide solutions that meet the business objectives and deliver on time, on budget, with a high degree of quality

Technical Skills:

  • Experience with detailed IT cost models required
  • Experience with Apptio preferred
  • Strong data transformation skills using MS Excel required
  • Expert with numbers, above-average analytical skills
  • Strong analytical, problem solving and troubleshooting skills with the ability to exercise mature judgment.
  • Strong communication and presentation skills required

Education and/or Experience:

  • Bachelor’s Degree in Information Systems, Business Management, Finance, or related field
  • MBA or related graduate level course work a plus
  • Minimum of 4 years of relevant work experience

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-1934
  • Chicago - 125 S Franklin
  • Full Time Regular
  • Posted: Jun. 29, 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.

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