The Senior Financial Analyst contributes to the Finance team with a focus on corporate financial planning and analysis. The Senior Financial Analyst supports OCCs 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 reporting and forecasts at both a management and business unit level. The Senior Financial Analyst plays a crucial and visible role supporting leaders across the enterprise.
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:
Lead finance contact for assigned departments and responsible for managing business partner relationships
Support the 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 Finances compliance posture by maintaining internal policies and procedures through PolicyTech and Archer applications
Support internal and external audit requests
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.
Three 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 OCCs core values: innovation & agility, stewardship, collaboration, performance & accountability, ethics & integrity
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, Apptio/Business Intelligence tool experience a plus
Strong understanding of basic finance and accounting principles
Education and/or Experience:
Bachelors degree in Finance, Accounting, or Economics preferred
Plans to pursue an MBA a plus
Certificates or Licenses:
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OCC is an Equal Opportunity EmployerPosted YesterdayFull timeREQ-1782
OCC is the world's largest equity derivatives clearing organization and the foundation for secure markets. Founded in 1973, OCC operates under the jurisdiction of both the U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC) as a Derivatives Clearing Organization. Named 2016 Clearinghouse of the Year - The Americas by FOW Magazine and 2016 Clearinghouse of the Year by Global Investor/ISF Magazine, OCC now provides central counterparty (CCP) clearing and settlement services to 20 exchanges and trading platforms for options, financial futures, security futures, and securities lending transactions. More information about OCC is available at www.theocc.com.