OnPoint Group, LLC

Financial Planning and Analysis

• Leads projects and initiatives and partners with others across OPG Sales/Ops/Corporate to drive problems to resolution
• Works with the CFO on design of future Corporate FP&A function and contributes to overall Finance team employee engagement initiatives.
• Responsible for delivering overall OPG financial reporting and analysis to management, in partnership with the Corporate Controller.
• Collaborates with Finance leadership to gather and interpret bottoms up BU and departmental information.
• Manages stakeholder requests across OPG Senior Leadership and Board members.
• Remains current on economic and business conditions, industry and market trends.
• Organizes and drives the OPG reporting, forecasting and planning process and identifies opportunities for improvement.
• Teams up with Accounting on the overall deliverables calendar.
• Evaluates key levers of performance and profitability with the Finance team including, but not limited to, all OPG incentives, sales productivity and contract/customer/product profitability.
• Drives business case and ROI development for investments in areas like IT and Fleet management and partners with Accounting on tracking and evaluation of all capital expenditures.
• Evaluates and delivers on needs for more enhanced reporting including, but not limited to, executive dashboards, headcount reporting, and centralized KPI reporting.
• Partners with Accounting and Sales/Operations on these deliverables.
• Analyzes company monthly financial results, comparing current and year-to-date performance with prior year, forecast and plan; evaluates performance of BU’s and departments.
• Provides narrative and variance analysis.
• With the Corporate Controller, prepares regular monthly reporting – financial results meeting with team, month end reporting package, month end and Board presentations, and others as needed.
• Assists with streamlining and improving all reporting with an emphasis on more timely and more accurate projections and reporting.
• Partners with the Assistant Controller on Corporate department projections and expenses, including deeper dive reporting on T&E.
• Develops and prepares ad hoc reporting and management presentations for senior leaders.
• Partners with the CFO and Controller to identify opportunities to further strengthen the financial health of OPG.
• Partners with the CFO and Finance Leadership to embrace new technology and AI that improves processes and productivity.
• Redefines how we track and measure acquisition performance and teams up with our integration resources to solidify our M&A playbook and increase our ROI.
• Assists with evaluation of acquisition targets, including diligence, financial modeling and integration.

Senior Director, FP&A

• The Tax Manager (indirect & direct tax) is responsible for all aspects of the Company’s tax function, including Sales & Use Tax, Personal Property tax, and Income Tax across multiple jurisdictions.
• This role supports all OnPoint Group companies nationwide and reports to the Corporate Controller.
• The Tax Manager will oversee compliance, planning, audit management, and system integration for both indirect and direct taxes.
• This includes partnering with finance, accounting, payroll, and business unit leaders to advise on tax matters, optimize tax positions, and mitigate risk.
• In a private equity-sponsored environment, this role will also support transaction readiness, tax related due diligence and integration of acquisitions, and enhanced reporting requirements to executive leadership and investors.
• Lead and develop the Tax team, ensuring accurate and timely deliverables across all tax disciplines.
• Establish scalable processes and controls to support growth and acquisition activity.
• Partner with executive leadership on tax strategy, reporting, and risk management.
• Manage multi-jurisdictional monthly, quarterly, and annual sales and use tax filings.
• Review indirect tax accruals, reconciliations, and taxability determinations.
• Oversee exemption certificate management and nexus compliance.
• Coordinate activities with business unit financial leadership and team.
• Manage all aspects of personal property tax compliance, including filings, renditions, and assessments across jurisdictions.
• Coordinate the outsourcing and preparation and review of federal, state, and local income tax filings, working with external advisors as needed.
• Lead all tax audits (sales tax, property tax, and income tax) and manage relationships with tax authorities and external advisors.
• Evaluate and enhance ERP and tax systems to ensure accurate reporting and compliance.
• Support due diligence and tax structuring for acquisitions and divestitures.

Tax Manager

• Leads projects and initiatives and partners with others across OPG Sales/Ops/Corporate to drive problems to resolution.
• Works with the CFO on design of future Corporate FP&A function and contributes to overall Finance team employee engagement initiatives.
• Responsible for delivering overall OPG financial reporting and analysis to management, in partnership with the Corporate Controller.
• Collaborates with Finance leadership to gather and interpret bottoms up BU and departmental information.
• Manages stakeholder requests across OPG Senior Leadership and Board members.
• Remains current on economic and business conditions, industry and market trends.
• Organizes and drives the OPG reporting, forecasting and planning process and identifies opportunities for improvement.
• Teams up with Accounting on the overall deliverables calendar.
• Evaluates key levers of performance and profitability with the Finance team including, but not limited to, all OPG incentives, sales productivity and contract/customer/product profitability.
• Drives business case and ROI development for investments in areas like IT and Fleet management and partners with Accounting on tracking and evaluation of all capital expenditures.
• Evaluates and delivers on needs for more enhanced reporting including, but not limited to, executive dashboards, headcount reporting, and centralized KPI reporting.
• Partners with Accounting and Sales/Operations on these deliverables.
• Analyzes company monthly financial results, comparing current and year-to-date performance with prior year, forecast and plan; evaluates performance of BU’s and departments.
• Provides narrative and variance analysis.
• With the Corporate Controller, prepares regular monthly reporting – financial results meeting with team, month end reporting package, month end and Board presentations, and others as needed.
• Assists with streamlining and improving all reporting with an emphasis on more timely and more accurate projections and reporting.
• Partners with the Assistant Controller on Corporate department projections and expenses, including deeper dive reporting on T&E.
• Develops and prepares ad hoc reporting and management presentations for senior leaders.
• Partners with the CFO and Controller to identify opportunities to further strengthen the financial health of OPG.
• Partners with the CFO and Finance Leadership to embrace new technology and AI that improves processes and productivity.
• Redefines how we track and measure acquisition performance and teams up with our integration resources to solidify our M&A playbook and increase our ROI.
• Assists with evaluation of acquisition targets, including diligence, financial modeling and integration.
• This position has supervisory responsibilities.

Senior Director, FP&A

Tax Manager

Corporate FP&A Lead