FP&A Analyst

PCMI (Policy Claim Management International) is a fast-growing, leading provider of integrated software for Extended Warranty Management and Finance and Insurance (F&I) administration. We are a SaaS company that operates in a fast paced, entrepreneurial environment. Our 3 teams located in the US, Poland, and Thailand work collaboratively around the clock to build our PCRS platform that automates the full administration lifecycle of all extended warranties, F&I products, and service contracts for our customers.

What You’ll Do

The FP&A Analyst role provides an opportunity for a detail oriented, analytical team member to be a change agent and lead process improvement initiatives in our Professional Services and Product team operations. As the size of our customer base has increased, we need to adopt scalable processes to help our teams deliver value. This role will partner with the Director of Professional Services, Director of Client Services, Manager of Support and the Chief Product Officer to develop and optimize processes for tracking time entry, resource scheduling, subscription management, Support cases and SLAs, change requests and Statement of Work as well as taking on analytics and reporting needs. Examples include performing an analysis of all change requests to determine if there are common product needs or building dashboards for reporting on Go To Market initiatives.

In this role, you will:

• Optimize our operational processes.
• Develop and provide key business metrics such as (but not limited to):
  • Resource utilization.
  • Capacity planning to meet upcoming customer growth.
  • Average hourly and daily rates for billable resources.
  • Activity based cost tracking (e.g. true cost of a project, or true cost of a product initiative).
  • Product capacity allocation (how much was spent on CRs versus platform evolution etc.).
• Drive process change.
• Perform point in time data analyses to provide supporting detail for key problem areas.
• Create reports for governance purposes (such as time tracking) that can be run on a recurring basis.
• Distill reports down to the key findings and prepare content to present key findings.
• On occasion, present findings to senior leadership.
• Manages financial planning, budgeting, and forecasting.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company analysis.
• Recommends strategies for increasing financial performance.
• Presents detailed monthly financial reports to managers.
• Provide FP&A finance support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner.
• Identify and understand business challenges; propose and create solutions.
• Partner directly with the finance team and central FP&A groups to collaborate on metrics, goals, and business reviews.
• Dive deeply into financial data and become a subject matter expert to provide additional insights.
• Work on corporate projects and initiatives that impact the entire organization.
• Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.

What You’ll Need to Join Our Team

Experience

• BA/BS degree required
• Strong proficiency in Microsoft Excel required
• Knowledge of Jira and Confluence required
• Experience with driving process change with PSA applications required
• Project management or business/data analyst experience preferred
• Experience with tools such as Smartsheet, Tableau and Power BI preferred

Skills

• Detail oriented with drive to see things through
• Great problem solving and analytical skills
• Passionate about process improvement and organizational growth
• Excellent presentation skills
• Good people person, able to partner and negotiate with team members from across the organization
• Good conflict resolution skills; able to enforce process changes without causing undue noise

Why Work For Us

• Competitive Compensation
• Health, Dental & Vision Insurance
• Short & Long Term Disability Insurance
• Flexible Spending Account (FSA)
• Voluntary Life Insurance
• 401k with Company Match
• Paid Time Off
• 10 Paid Holidays
• Paid Parental Leave
• Commuter Benefits
• Annual Bonus Program
• Professional Development Opportunities & Certification Bonuses
• Employee Events
• Office in Park Ridge, IL - Convenient location to Blue Line