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PTC · 6 hours ago

Senior Professional Services Operations Analyst

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $115K/yr

3+ years exp

PTC Inc. is a leading company that integrates the physical and digital worlds through innovative software solutions. The Senior Professional Services Operations Analyst will act as a business analyst for the Professional Services organization, focusing on business planning, performance improvement, and project staffing while providing critical support for financial processes.

Computer Software

Culture & Values

H1B Sponsor Likely

Responsibilities

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

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

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

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

Qualification

Financial analysisBudgetingMS OfficeSalesforceProcess improvementCustomer serviceMulti-taskingAnalytical skillsBusiness acumenProblem-solving

Required

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

Benefits

Performance-based bonus

Employee share purchase program (ESPP)

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

Generous commuter subsidy

Company

PTC

Glassdoor4.2

PTC (NASDAQ: PTC) unleashes industrial innovation with award-winning, market-proven solutions that enable companies to differentiate their products and services, improve operational excellence, and increase workforce productivity.

Founded in 1985

Boston, Massachusetts, US

5001-10000 employees

http://ptc.co/VLED30oHtEh

H1B Sponsorship

PTC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (57)

2024 (61)

2023 (75)

2022 (86)

2021 (111)

2020 (72)