Point B is a business innovation firm that takes the guesswork out of transformation. We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead. We're consulting done different. While others might say it, we live it—your success is our success.
We start with the challenges you face, then partner to drive to what’s right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value.
When you partner with Point B, you’ll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs.
We're ready to start generating your future today.
The Manager of Financial Planning and Analysis (FP&A) is a critical position where you will help lead budgeting, forecasting, and analysis at the corporate level. The position will report to the Controller.
FP&A at Point B is much more than dollars and analytics, it is about building relationships across the organization to increase trust, partnership, and create one shared source of truth. We seek to create an environment of collaboration, curiosity, and shared vision in order to achieve great outcomes. It is about helping the organization accurately reflect performance and to see around the corner and understand how performance today impacts us over the next 3-12 months and highlights the areas of focus which have the greatest impact. Our team works together to find and implement solutions in an environment that often includes ambiguity and change. We make it happen and along the way, we grow ourselves and our company.
RESPONSBILITIES:
- Strategic Alignment & Business Partner Collaboration
- Collaborate on the company's annual financial planning process, and monthly and quarterly forecasting with business partners to achieve business and company goals. Perform sensitivity analysis to understand potential outcomes and highlight major assumptions
- Collaborate with senior leadership to maintain and create metrics to assess the company’s fiscal performance and health
- Prepare monthly and quarterly budgets and forecasts to actuals. Measure and highlight variances from the forecast and provide deep insights with recommendations
- Serve as the integration point between the consulting org and talent acquisition/ resource management to ensure the right headcount each month and quarter
- Drive alignment on supply priorities across services & industries
- Partner with resource management and the consulting leaders to establish role-based utilization targets as part of annual planning
- Grow analysis capabilities with a focus on predictive metrics and data to monitor health across the company
- Provide critical insights and data analysis to business partners to improve the probability of achieving both short-term and longer-term financial outcomes
- Partner with leadership on long-term planning and cost management in alignment with Point B’s strategic plan
- Partner with Accounting team in planning and analysis, seeking out opportunities to increase visibility and understanding across teams of critical metrics and performance impacts
- Identify opportunities to increase efficiency, profitability, or company value
- Provide direct support and leadership for specific financial requests
- Participate in a wide variety of special projects
- Drive Technology Innovation/Optimization of Processes and Systems
- Understand system capabilities and availability technology; ensure that the company is utilizing existing and new technology to maximize value and efficiency of the FP&A team
- Optimize standard rhythm of the business FP&A processes, create consistency across team, work with IT to automate reporting, where possible
- Leveraging technology, identify and prioritize processes or areas that have opportunities for optimization and execute project plans to make these improvements
REQUIRED QUALIFICATIONS:
- Bachelor’s or Master’s degree in Finance, Business, Economics or other relevant field
- CPA and MBA or equivalent preferred
- 5+ years related experience
- 2+ years of industry experience, professional services experience highly desirable
- Proven technical aptitude and well-versed in a variety of financial systems (Salesforce desirable)
- Strong performer with demonstrated ability to work well under pressure, thrive in a fast-paced environment, and stay flexible through growth and change
- Articulate with excellent verbal and written communication skills. Capable of communicating complex financial information in an easy-to-understand format. Able to interact comfortably and drive alignment with the executive leadership team
- Ability to work with employees at all levels of the organization and a highly collaborative environment with a high growth, can-get-done mentality. This role is for doers; be able to get into the details and get the job done while at the same time being able to see the forest for the trees
- Ability to manage existing business processes, while introducing process improvements to increase organizational efficiencies and effectiveness
- Hold the highest standards for accuracy and ethics but also recognize how to balance accuracy and urgency
- Ability to operate successfully within a ‘virtual’ company
- Ability to work from home office
- Travel to support industries, geographic markets, networking, and general business management, as needed
COMPENSATION & BENEFITS:
- The estimated salary range for this role is $96,500- $215,500USD per year. This salary range is provided as required by local and state law as applicable. Individual salaries vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.
- Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance.
- Employees hired on or after October 1 are not eligible to participate in the current year’s bonus or merit increase cycle. Eligibility will begin with the following performance cycle, in accordance with company policy.
INTRIGUED TO LEARN MORE?
When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.
WHAT MAKES POINT B DIFFERENT?
We put our passion for change to work, using our purpose and values as our north star. Our teams help organizations solve their greatest challenges and created an inclusive culture that attracts and retains the world’s best talent. Be part of a collaborative culture where we build lasting relationships with each other, our customers, and our communities.
Benefits – Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives — as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish.
Award winning – Point B has been consistently recognized as one of the best places to work by Fortune magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women in addition to other awards regarding our workplace inclusivity. Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website. Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at [email protected] or 206-517-5000 to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
