Senior Professional Services Operations Analyst

Our world is transforming and PTC is leading the 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 7000 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. KPIs 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

• Bachelors 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 varietyof factors when determining compensation. The anticipated annual salary range for this position is between $. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidates 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 PTCs comprehensive benefits please visit our Careers Page.

Applications will be accepted on an on-going basis.

Life at PTC is about more than working with todays most cutting-edge technologies to transform the physical world. Its about showing up as you are and working alongside some of todays most talented industry leaders to transform the world around you.

If you share our passion for problem-solving through innovation youll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us

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