*****THIS POSITION IS NOT ELIGIBLE FOR VISA SPONSORSHIP*****

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