We clear and settle trades for the options industry.
Dallas-Fort Worth, TX

Senior Associate, IT Planning & Analytics at OCC (Dallas, TX)

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What You'll Do

This role supports the IT Planning & Analytics team in providing technology leaders with the knowledge to manage and communicate the cost, quality, and value of IT Services. This role will also play a part in the administrative oversight of technology budget planning and forecasting.

Primary Duties and Responsibilities:

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

  • Provide end-to-end support for IT department leaders in the planning, purchase, and payment of IT assets and professional services.

  • Support cloud planning and financial management through monitoring AWS usage charges and preparing optimization metrics.

  • 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.)

  • Participates in review process to ensure overall budget/forecast consolidation and review for infrastructure and cloud departments.

  • Perform other duties as assigned.

Supervisory Responsibilities:



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.

  • Experience in Technology Business Management or IT Finance required.

  • Experience financially modeling IT expenses such as data centers, compute, storage, and IT operations.

  • Knowledge of basic financial and managerial accounting

  • Familiarity with basic ITIL concepts and agile practices

  • Previous work experience in a highly regulated, capital markets company preferred

  • 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 Apptio or detailed IT cost models required

  • 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

  • 2-3 years of relevant work experience

Certificates or Licenses:

  • None Required

Who We Are

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.

What We Offer

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

Competitive health benefits including medical, dental and vision

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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.
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.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
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
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
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
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
12-week paid parental leave
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
Paid sick days
Office Perks
Commuter benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Company-sponsored happy hours
Relocation assistance
OCC offers relocation assistance which varies based on the position level and location.
Home-office stipend for remote employees
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.
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…

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