Senior Professional Services Operations Analyst at PTC

, , United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

115000.0

Posted On

15 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Reporting, Data Analysis, Budgeting, Forecasting, Process Improvement, Customer Service, Problem Solving, Financial Acumen, Excel, Salesforce, Certinia, Project Management, KPI Tracking, Analytical Skills, Communication

Industry

Software Development

Description

Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow – all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible. Remote- CST or EST preferred PURPOSE OF THE ROLE Operations acts as the business analyst for our worldwide Professional Services organization and is responsible for business planning, analysis, business performance improvement, optimization of internal processes, driving initiatives and projects, and project staffing, and is the primary contact for all project and financial support. Through effective reporting and goal-oriented advice, we contribute to the success of our organization and act as the business partner of the management team. RESPONSIBILITIES: Role: Field Support (as a recognized Business Partner) Actively supports the Revenue Recognition Process by running reports, informing stakeholders, and ensuring execution of actions. Serves as a common interface to the local finance team. Provides first-level support to field users in assigned areas (e.g. Certinia, Salesforce) Supports Operations and Field Management in the monthly, quarterly, and yearly budgeting process by collecting and consolidating Plan data, preparing tools used during the planning process, as well as preparing historical analysis Role: Business Analyst/Reporting Analyses data using desktop applications to calculate metrics and ratios that describe the Services business Prepares formal reports, dashboards, and ad-hoc reports for management that characterize the business performance Ensures that the functional area operates in a controlled environment Interprets and relates financial and operational metrics to business performance Inform and communicate to Services Management regarding variances from budget/forecast or historical trend Works with Services Management to identify corrective actions that drive the business to achieve results; Tracks realization of corrective actions Identifies and actively helps Services Management to better control business levers as appropriate, e.g., KPI´s, accruals, policies, headcount, etc. Role: Forecast/Planning Consolidates Bookings, Revenue, and Expense Forecast for Services Management Liaises with Finance organization to establish, review, and, if required, adjust expense forecast Ensures that the expense forecast is aligned with the revenue forecast from the field Validates field revenue forecast. Performs Forecast Analysis for Management as well as analyzing variances between actual / forecast and budgeted numbers Conducts Monthly Portfolio Reviews Role: Project/Process Lead Completes projects that are identified and defined in collaboration with senior management Identifies systems and reporting improvements; participate in related projects Establishes and manages processes that are identified and defined in collaboration with senior management Supports and assists the Project Team Owns execution / participates in execution of identified processes Invoice for payment and prepare file for close-out and ensure proper accruals. Leads monthly billing activities REQUIREMENTS Bachelor’s degree in finance or related field 3-6 years’ work experience in a reporting or process improvement role Fluent English speaker Proficient in MS Office, especially Excel. A plus is experience in Salesforce, Financial Force or Certinia Typically works with moderate supervision/guidance Excellent customer service and problem-solving skills and a drive for results Strong commitment to numbers accuracy Capacity to learn fast and understand complex business situations Works effectively in a fast-paced environment, under pressure, and is comfortable with multi-tasking Identifies problems and all relevant issues in straightforward situations; generates possible solutions, assesses each using standard procedures, and makes a sound decision. Understands the key business drivers relating to own area; uses this knowledge to focus own work. Ability to demonstrate the ability to multi-task and understand the fundamentals of contracting, including offer, acceptance, consideration, and intent to create a legal relationship, Identify risks in subcontracts terms and conditions and facilitate the mitigation of those risks through communication with program managers, business Utilizes strong analytical problem-solving skills and the ability to think strategically, with financial and business acumen skills, as well as operations and subcontracts managers. PTC carefully considers a wide variety of factors when determining compensation. The anticipated annual salary range for this position is between $75,000-115,000. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Additionally, candidates may be eligible for a performance-based bonus. Employees also have the opportunity to become a PTC shareholder through our employee share purchase program (ESPP), which allows for the purchase of discounted PTC stock. Certain roles may also be eligible for participation in our equity programs. Employees may be eligible for medical, dental and vision insurance, paid time off and sick leave, tuition reimbursement, 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and, if you are an office-assigned employee, a generous commuter subsidy. All total rewards and benefits programs are subject to applicable plan eligibility and other terms and conditions. For more information about PTC’s comprehensive benefits, please visit our Careers Page. Applications will be accepted on an on-going basis. At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like they belong and are empowered to bring their true, authentic selves to work. Proud to be an Equal Opportunity Employer, we welcome applicants from all backgrounds and hire without regard to race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. PTC endeavors to make ptc.com/careers accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact PTC's Talent Acquisition team at TalentAcquisition@ptc.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Life at PTC is about more than working with today’s most cutting-edge technologies to transform the physical world. It’s about showing up as you are and working alongside some of today’s most talented industry leaders to transform the world around you. If you share our passion for problem-solving through innovation, you’ll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us? We respect the privacy rights of individuals and are committed to handling Personal Information responsibly and in accordance with all applicable privacy and data protection laws. Review our Privacy Policy here."

Responsibilities

The Senior Professional Services Operations Analyst supports the Professional Services organization by analyzing business performance, optimizing internal processes, and driving initiatives. They also provide financial support and reporting to management to ensure effective decision-making.