Senior Professional Services Operations Analyst

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