Senior Associate, Finance

What You'll Do:

This role 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. 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:

• Data output validation through reporting

• Data analysis

• Ability to write financial variance commentary for an executive audience

• Data presentations via PowerPoint to business partners across the organization

• Stakeholder management and collaboration

• 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

• 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

• Support response to internal and external audit requests

• Perform ad hoc analyses and requests from business partners

• Lead ad-hoc analysis and projects

Supervisory Responsibilities:

• None

Qualifications:

• [Required] Finance, Accounting, Economics, Data Science or business degree or 2+ years in an analytical role in public accounting or corporate finance

• [Required] Eagerness to learn, be challenged, and a desire to add value

• [Required] Passionate about continuous improvement

• [Required] Innate ability to identify trends, track down clues, and solve problems

• [Required] Exemplify OCC’s core values:  We Do the Right Thing, We Own It, We Learn & Evolve, #WeareOCC

• [Required] Strong understanding of basic finance and accounting principles

• [Required] Passionate about working with big data and real-time reporting

• [Required] Strong attention to detail

Technical Skills:

• [Required] Proficient with Microsoft Office Suite

• [Required] Intermediate skills in Excel

• [Preferred] Financial Planning and Analysis Software such as Oracle PBCS, Anaplan, or Adaptive Insights

• [Preferred] Data Visualization experience

• [Preferred] Hyperion Smartview, Tableau, PowerBI, Oracle PBCS, Archer, PolicyTech, Workday experience

• [Preferred] Experience utilizing AI tools such as Claude, ChatGPT, and/or Gemini

Education and/or Experience:

• [Required] Bachelor’s degree

• [Preferred] Bachelor’s degree in Finance, Accounting, Economics, Data Science, or Business-related field.  Will consider candidates with different degrees with 2+ years of experience in public accounting or corporate finance.

Certificates or Licenses:

• None

About Us

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.

Benefits

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 2 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
• 401k Employer Match
• Competitive health benefits including medical, dental and vision

Visit https://www.theocc.com/careers/thriving-together for more information.

Compensation

• The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
• In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
• We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on www.theocc.com/careers
• All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.

Salary Range

Incentive Range

This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.

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