TBM Senior Planning Analyst
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 110000 - 130000
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
ABOUT US
At HUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. Our structure enables our teams to maintain their own unique regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is a global insurance and employee benefits broker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and almost 20000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions
Senior TBM Planning Analyst
We are hiring a Senior TBM (Technology Business Management) Planning Analyst to join our Enterprise Strategy and Technology Planning function. This role serves as the primary finance partner to Infrastructure and Data & Analytics leadership overseeing approximately $90M in annual spend. The Senior TBM Planning Analyst delivers forward-looking financial insight across budgeting forecasting variance analysis expense management workforce planning and investment governance to enable proactive data-driven decisions.
The ideal candidate will possess deep expertise in financial planning and analysis IT cost structures and technology business management combined with strong analytical capabilities and the ability to partner across technical and non-technical stakeholder groups.
In This Role Youll Get To:
- Lead annual budget development and monthly/quarterly rolling forecasts for Infrastructure and Data & Analytics portfolios
- Build multi-year (35 year) outlooks and scenario models to support long-range technology planning
- Develop baseline and incremental budgets; update forecasts based on real-time spending trends
- Manage and track spend across infrastructure cloud and data platforms ensuring accurate coding accruals and contract financial alignment
- Deliver monthly variance analysis with forward-looking commentary and actionable recommendations
- Participate in the development and maintenance of technology executive dashboards and financial performance metrics
- Partner with Cloud FinOps the TBM platform team technology leadership procurement supplier financial governance AP and corporate FP&A to ensure financial alignment across IT
- Support workforce planning labor capitalization tracking and business case / post-close analysis for technology investments
- Surface financial risks and opportunities early enabling leaders to make confident decision-ready choices
- Drive financial discipline through implementation of best-in-class processes governance standards and standardized planning templates
We Are Looking for Someone with the Following Competencies:
- Financial Planning & Analysis Deep expertise in budgeting forecasting variance analysis and financial modeling with the ability to synthesize complex datasets into actionable insights
- TBM & Financial Platforms Experience with Apptio/TBM frameworks and tools ERP systems (SAP Oracle etc.) and reporting/visualization tools
- Business Partnership & Influence Ability to confidently engage influence and present financial insights to senior IT and finance leadership. Skilled at translating financial and technical concepts for diverse audiences
- Process Optimization & Governance Track record of implementing automation standardization and continuous improvement to elevate financial discipline
- Independent Leadership Proven ability to independently lead complex financial processes exercise sound judgment and operate effectively in ambiguous evolving environments
Required Experience:
- 58 years of professional experience in Finance FP&A or IT Finance (preferably supporting Infrastructure within a large complex corporation)
- Bachelors degree in finance accounting or related field (required)
- Experience supporting large technology portfolios ($50M)
- Strong financial modeling and advanced Excel skills
- Experience with ERP systems (SAP Oracle etc.) and reporting/visualization tools
- Knowledge of IT cost structures (cloud infrastructure labor capitalization)
- Apptio/Technology Business Management (TBM) experience strongly preferred
- Demonstrated experience in workforce planning project financials variance analysis and executive-level financial reporting strongly preferred
- Advanced certifications (MBA CPA TBM Certified Professional) a plus
JOIN OUR TEAM
Do you believe in the power of innovation collaboration and transformation Do you thrive in a supportive and client focused work environment Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization When you joinHUB International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.
Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected salary range for this position is $ 110000 to $130000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role we encourage you to submit your application. By doing so we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Senior IC
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
