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Chicago, IL

Director Finance at OCC (Chicago, IL)

| Chicago
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Responsible for day to day management of all Corporate finance responsibilities. Manages all Corporate finance processes and is responsible for maintenance and enhancements to OCC financial systems. Works closely with the Executive Director, Finance on process improvements.

Primary Duties and Responsibilities:

  • Develop and communicate the budget process, including timeline and business inputs
  • Create and communicate budget reports that align with strategic goals of the organization
  • Create and prepare CFO level reporting to review financial results compared with budget, forecast, and prior year
  • Analyze financial performance against key business metrics and document explanations for senior leadership. Provide insight into the business that informs decision making at the highest levels
  • Develop and maintain policies and procedures applicable to the Finance Department
  • Evaluate key financial systems and implements enhancements to maximize productivity
  • Work with Executive Director, Finance and Controller to ensure key financial systems are in sync and effective in managing the needs of both the Finance and Accounting departments
  • Lead Finance efforts for any new financial system implementations or significant changes to existing financial systems
  • Assist with annual financial statement footnotes dealing with financial instruments
  • Mentor, coach and oversee professional development of staff
  • Develop ad-hoc financial models
  • Perform other duties as requested

Supervisory Responsibilities:

  • Supervise a team of 3-4 people


  • Ability to meet deadlines, prioritize and delegate duties
  • Strong organizational, analytical and interpersonal skills
  • Proven analytical and problem-solving abilities
  • Strong understanding of statistical concepts
  • Excellent communication skills, both verbal and written
  • Understands the importance of team building, both inside and outside the Finance group

Technical Skills:

  • Highly proficient in Microsoft Office products, particularly Microsoft Excel and PowerPoint
  • Experience with Oracle ERP and Hyperion / PBCS (Planning, Budgeting, Cloud Services) a plus
  • Knowledge of SQL query writing a plus

Education and/or Experience:

  • Bachelor of Science degree (or equivalent) in Finance, MBA preferred
  • Minimum 10-15 years’ experience in a Corporate finance role with 3-5 years experience in a supervisory role
  • Prior financial planning and analysis experience in a mid to large size

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Where we are

Adjacent to the Willis Tower, close to CTA, Metra and expressways with plenty of food and entertainment options nearby.

Technology we use

  • Engineering
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PerlLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases

What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, BYOD program with technology stipend up to $2,000 every three years, $35 per month pay to offset costs of mobile data plans. Open offices, online health coaching.

Volunteer in local community
Each year, OCC employees select a locally-based charitable organization for each of our three offices (Chicago, Dallas and Washington, D.C.). We offer multiple opportunities to get involved.
Partners with Nonprofits
OCC Partners with local organizations in Dallas, Chicago and DC to raise funds and support their missions. Employees select the charity and are eligible for up to 8 hours of paid time to volunteer.
Friends outside of work
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
HSA or FSA accounts available for those enrolled in medical plans.
Life Insurance
Wellness Programs
Includes back-up child or elder care along with other wellness programs.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
OCC provides employees with a 401(k) matching plan managed by Fidelity. We match 50% of contributions up to 12% of an employee's annual gross pay.
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
OCC provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
2 days per week work from home program
Vacation & Time Off Benefits
Generous PTO
OCC employees receive between 22 and 32 days per year of paid time off based on years of service.
Paid Volunteer Time
Eligible employees get 30 days of paid sabbatical after their first 10 years of working at the company.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Happy Hours
Relocation Assistance
OCC offers relocation assistance which varies based on the position level and location.
Professional Development Benefits
Job Training & Conferences
OCC offers employees professional development opportunities including onsite training courses and the ability to attend job related certification courses, conferences and seminars.
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $10000.
Diversity Program
Lunch and learns
OCC hosts leadership lunches on a regular basis so you can learn about your colleagues and their unique backgrounds.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Employees are strongly encouraged to stay current in relevant technologies and supports certification programs.

Additional Perks + Benefits

We were recently recognized as one of LinkedIn's Top Company in Financial Services! Take a look at our blog post here: https://www.theocc.com/newsroom/press-releases/2022/06-23-linkedin-list…

An Insider's view of OCC

What are some social events your company does?

Monthly happy hours and cultural celebrations to honor our diverse workforce.


Executive Director, Talent Acquisition

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