Senior Financial Analyst

Who We areOncourse 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 watergaselectric utilities and municipalities to offer our product leveraging their brand for marketing and often adding our subscription fee to the watergaselectric 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 andor 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 reconcile monthly financials and variance explanations, help drive the monthly close process. As much as this person is helping to analyze and evaluate business decisions and direction, you will have your own perspective on how to achieve desired outcomes and be a leader helping to drive positive business outcomes.Not only a strategic thinker but also puts strategies into action driving change in the business, pressure tests business decisions & influences leadership.We're Excited if This is YouExperience and Qualifications of the Role Minimum of 4 years of progressive experience in a finance role.Top tier financial modeling skills, including from scratch building and stability curious, excellent analytical and problem-solving skills.Proven track record of partnering with operators to help translate financial analysis into business outcomes.Confident and professional, with the ability to communicate clearly and effectively.SQL, Workday, Looker, Oracle & other data system puter Skills Needed to Perform this JobProficiency in Microsoft Office (required).Proficiency in Workday or Financial Reporting systems (preferred; can train).Proficiency in Looker, or other data analytic platforms (preferred; can train).EducationBachelor's degree in business, Finance, Economics or equivalent work experience (required).We offer a compelling total rewards package that includes a competitive base salary and comprehensive benefits to support your total wellbeing. The base pay range for this position is $62,000 - $110,000 USD Annual. The specific pay offered will depend on qualifications, experience, education and skill set. The compensation offered may also include an annual performance-based bonus, sales incentive plan or commission target. Our benefits include, but are not limited to, healthcare, life insurance, paid time off, retirement, commuter benefits, and education reimbursement. Exact compensation may vary based on skills, experience, and location. Join our SUPER Team and Enjoy Amazing Benefits! Competitive Compensation: We value your hard work and are proud of our competitive pay for performance prehensive Health Coverage: Medical, dental, and vision insurance options, plus paid short-term and long-term disability coverage.401(k) Plan with 4% Company Match: Secure your future with our robust retirement plan.Defined Contribution Arrangement: 5.25% of employee annual income contributed to your retirement plan, yearly up to 7,875 dollars. Generous Paid Time Off: Take the time you need to recharge and relax.Education Assistance Program: Invest in your growth and development with our support.FSAHSA Options: Flexible spending and health savings accounts to manage your transportation and dependent care expenses.Employee Wellness: Access to EAP, health, legal, and financial resources to support your overall well-being.Vibrant Company Culture: Monthly Townhalls, employee recognition programs, and Employee Business Resource Groups (EBRGs) to keep you engaged and petenciesCommunicate Effectively - Is able to clearly and succinctly communicate verbally and in writing in a variety of settings and styles; can get messages across that have the desired effect. Action Orientated - Enjoys working hard; is action oriented and full of energy for the things that heshe sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Business Acumen - Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting hisher business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Functional Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Problem Solving - Is tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgments and acting; waits for others to catch up before acting; sensitive to due process and proper pacing; follows established process. Leading with Influence - Managing direct and indirect relationships with productive upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty. Dealing with Ambiguity - Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty. No external recruiter or agency callscommunication will be accepted. Qualified candidates should apply online.

Created: 2025-02-23