Senior TBM Planning Analyst

Hub International; Chicago (IL); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

HUB International seeks a Senior TBM Planning Analyst to join our Enterprise Strategy and Technology Planning function in Chicago. This role partners with Infrastructure and Data & Analytics, managing roughly $90M annually and delivering forward-looking budgeting, forecasting, and governance insights across IT spend.

The ideal candidate has deep FP&A and TBM experience, strong analytics, and the ability to influence across technical and business stakeholders.

Qualifications

• Deep expertise in budgeting, forecasting, variance analysis and financial modeling.
• Experience with TBM frameworks and IT cost structures.
• Ability to translate complex data into actionable insights for senior leadership.

Responsibilities

• Lead annual budget development and rolling forecasts for Infrastructure and Data & Analytics.
• Create multi-year outlooks and scenario models for long-range technology planning.
• Develop baselines and update forecasts based on real spending trends.
• Manage spend across infrastructure, cloud, and data platforms with proper coding.
• Deliver monthly variance analysis with forward-looking commentary.
• Support dashboards and performance metrics for technology leadership.

Skills

Financial Planning & Analysis

TBM & Financial Platforms

Business Partnership & Influence

Process Optimization & Governance

Independent Leadership

Education

Bachelor's degree in finance or accounting

Tools

Apptio/TBM

ERP systems (SAP, Oracle)

Reporting/visualization tools

Job description

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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, You'll Get To:

• 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

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:

• 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)
• 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

Pay transparency

The expected salary range for this position is $120,000- $140,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: 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.

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.