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Chicago, IL

Associate Principal, IT Financial & Planning Analysis at OCC

| Chicago
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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


  • 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

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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
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PerlLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages

What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, technology stipend up to $2,000, mobile data reimbursement of $35 per month. 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.
Friends outside of work
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Dedicated Diversity/Inclusion Staff
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
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 6% 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.
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
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 $1000.
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 just recognized as a best place to work for working parents! Take a look at our blog post here: https://www.theocc.com/Newsroom/Views/2021/04-26-OCC-Designated-as-Best…

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.


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