Senior Financial Analyst

Who We are  

Oncourse Home Solutions (OHS) is a people-centric, $450M organization that is owned by private equity firm, Apax Partners operating under the brands American Water Resources, Pivotal Home Solutions and American Home Solutions. We do what is right for our people so they can do their best when serving our 1.7+ million customers across the U.S. Our mission is to create lasting value for our customers and our partners by helping homeowners navigate the unexpected, reduce costs, and make homeownership enjoyable for all. Our vision is to make our products and services accessible to our customers and our partners by becoming the most trusted and reliable home solutions organization in the market. We are committed to fostering an environment that embraces diversity in all forms, where our employees, customers and partners feel valued, respected, and supported.  

As a US-based warranty provider, we provide expertise in safety and homecare to our customers. Our integrated solutions meet customer needs both inside and outside the home. Inside the home we protect critical aspects of home function such as plumbing, heating and cooling, appliances, power surges, hot water heater, and interior electrical. Outside the home we provide protection for critical lines (water, gas, wells, sewers, electric and septic). We primarily go to market B2B2C, partnering mostly with water/gas/electric utilities and municipalities to offer our product leveraging their brand for marketing and often adding our subscription fee to the water/gas/electric bill itself. When our customers need help with home maintenance, repair, or coverage, OHS is there. This is what it means to be an ‘Oncourse SUPER’—Successful, United, Progressive, Empathetic, Reliable. SUPERs get it done. We sweat homeownership so our customers and partners don’t have to.  

As an equal opportunity employer, our employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex (including pregnancy), sexual orientation, gender identity, national origin, ancestry, marital status, parental status, mental or physical disability, military or veteran status, or any other basis protected by federal, state, or local law. Oncourse Home Solutions is committed to recruiting and retaining talented applicants and to providing all employees with a workplace free from discrimination and/or harassment.    Position Summary   

We are seeking a skilled and experienced Senior Financial Analyst to join our Commercial Finance team. This position will fulfill a critical function within the broader organization. Using primarily operational data, the Sr Financial Analyst will provide decision support and analysis to business functional areas. This position will act with other members of the Commercial Finance team as co-pilots of the business with the functional leaders, helping to brainstorm, model solutions and find opportunities for growth and efficiency. In this role, you will specifically partner with our Marketing team - comprised of Direct Mail, Digital, Growth and Product groups - as we accelerate our customer growth trajectory.

This Hybrid role is based in our Naperville, IL office.  Our office environment is a key driver of our company culture and employee experience, so a regular in-office hybrid model (generally T-TH in office and M & F remote) is required. 

Responsibilities   

• Be a valued Commercial Finance contact for functional area’s activities, thinking outside the box to help solve business problems and find avenues to drive business growth and cost savings.
• Deep understanding of finance principles and knowledge of their functional area, build and maintain the core financial model(s) to accurately forecast and analyze the business.
• Develop a deep understanding of unit economics that link back to the financial plan of the company, using that understanding to influence decision making; in this role specific, a few key KPIs that you will work with daily are Customer Lifetime Value, Customer Acquisition Cost, and Retention.
• Work closely with business counterparts to create actionable reporting and mutual understanding of the financial impacts of KPI trends.
• Assist in the preparation of materials for the executive weekly & monthly business reviews and quarterly board meetings.
• Work closely across Commercial Finance, FP&A, and the business through the budgeting process to find cost saving and revenue growth opportunities, as well as calling out risks and opportunities that may affect the forecast.
• Partner with FP&A to recon