TBM Senior Planning Analyst

HUB International•Chicago, IL

1d•$90,000 - $110,000

About The Position

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.

Requirements

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
5–8+ years of professional experience in Finance, FP&A, or IT Finance (preferably supporting Infrastructure within a large, complex corporation)
Bachelor’s 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)
Demonstrated experience in workforce planning, project financials, variance analysis, and executive-level financial reporting strongly preferred

Nice To Haves

Apptio/Technology Business Management (TBM) experience strongly preferred
Advanced certifications (MBA, CPA, TBM Certified Professional) a plus

Responsibilities

Lead annual budget development and monthly/quarterly rolling forecasts for Infrastructure and Data & Analytics portfolios
Build multi-year (3–5 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