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Chicago, IL

Financial Analyst at OCC (Chicago, IL)

| Chicago
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The Financial Analyst contributes to the Finance team with a focus on corporate financial planning and analysis. The Financial Analyst supports OCC’s purpose of ensuring confidence in the financial markets and the broader economy by supporting the annual budget process, analyzing month-end close variances, and producing monthly forecasts at both a management and business unit level. The Financial Analyst plays a crucial role in maintaining the Finance team’s internal policies and procedures, supporting internal and external audits, and testing internal controls.

Primary Duties and Responsibilities:

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

The position executes core financial planning and analysis processes, including data input into Oracle PBCS, data output validation through reporting, data analysis to craft financial stories, and data presentations via PowerPoint to business partners across the organization. Other responsibilities include, but not limited to:

  • Produce monthly flash, variance, P&L, cash flow, headcount, and contract volume reports leveraging Oracle PBCS and Excel SmartView
  • Analyze variances to forecast and budget for month-to-date, year-to-date, and full-year results
  • Submit budget and forecast data to Oracle PBCS for consolidation and reporting
  • Validate the consolidation of budget and forecast data in Excel
  • Support the administration of Oracle PBCS; consolidation, archiving forecast/budget versions, hierarchy and headcount management
  • Maintain the portfolio of standardized reports and presentations in Excel and PowerPoint with a focus on continuous enhancements and automation
  • Support Finance’s compliance posture by maintaining internal policies and procedures through PolicyTech and Archer applications
  • Lead response to internal and external audit requests
  • Facilitate business partner financial requests to support their departments
  • Opportunity to own and perform analysis on ad-hoc projects


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

  • Two or more years in an analytical role in corporate finance with an understanding of how a financial planning and analysis team operates
  • Eagerness to learn, be challenged, and a desire to add value
  • Innate ability to identify trends, track down clues, and solve problems
  • Exemplify OCC’s core values: innovation & agility, stewardship, collaboration, performance & accountability, ethics & integrity

Technical Skills:

  • Must enjoy working with and understanding big data and how to report in real-time
  • PowerPoint and advanced Excel skills preferred (SmartView, pivot tables, lookups, index/match, offset, macros)
  • Oracle PBCS, Archer, PolicyTech, Workday experience a plus
  • Strong understanding of basic finance and accounting principles

Education and/or Experience:

  • Bachelor’s degree in Finance, Accounting, or Economics

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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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