Point B

Financial Planning and Analysis

• Job Summary: The Director, Finance is responsible for developing and enhancing key performance indicators, increasing operating efficiency, and aligning Point B’s finance and business strategies.
• The Director translates initiatives into quantifiable data, setting up tracking mechanisms to gauge performance through strong communication and collaboration skills.
• They have a keen focus on customer service (both internally and externally) and employs the proper financial controls to deploy capital towards Point B’s most attractive growth opportunities.
• Responsibilities Overview: Strategic Financial Leadership: Develops financial models and provides forecasting, budgeting, and reporting that inform strategic decisions.
• Drives financial sophistication across the organization, especially in budgeting, planning, and performance management.
• Identifies and implements opportunities to accelerate revenue, reduce costs, and enhance productivity.
• Directs and oversees financial operations, ensuring robust policies, procedures, and internal controls.
• Performance Measurement & Reporting: Develops and maintains KPI dashboards and other performance tracking tools for executives and the Board.
• Leads the creation of monthly and quarterly reporting packages, providing clear analysis of financial results, trends, and variances to budget and prior year.
• Promotes the use of metrics and insights across the business to improve decision-making and performance.
• Operational & Risk Management: Monitors cash flow, ensures covenant compliance, and supports lender management and reporting.
• Maintains strong financial systems and ensures the accuracy and integrity of financial statements.
• Supports M&A activities, including due diligence, financial integration, and transaction support aligned with strategic goals.
• Team Leadership & Development: Leads, mentors, and develops a high-performing finance team aligned with Point B’s values and culture.
• Makes key decisions on hiring, promotion, compensation, and team structure.
• Fosters a culture of continuous improvement, collaboration, and leadership development.
• Builds team versatility to meet evolving business needs and ensure succession planning and leadership continuity.
• Culture & Engagement: Upholds and models Point B’s leadership principles, cultural tenets, and commitment to Inclusion and Belonging.
• Required Qualifications: B.A. or B.S. in Finance or Accounting
• 10+ years of financial analysis experience with a strong track record of leadership success
• Strong analytical foundation, built within complex environments
• Strong execution orientation with the ability to thrive in a fast-paced environment
• Demonstrated ability to translate a business strategy into actionable steps, resulting in successful outcomes
• Continuous improvement, data-driven mindset to improve transparency and decision making throughout the organization
• Ability to help drive collaboration and alignment across all departments
• Strong mentor, and developer of talent
• Ability to build high-trust and open relationships
• Forthright, transparent, always seeking to find and promote the best idea
• Ability to work on-site as requested
• Ability to work remotely
• Ability to travel up to 25%
• Ability to work non-standard work hours as necessary
• Desired Qualifications: Master’s degree in finance, or an MBA
• Private Equity experience or corporate and large-scale divisional leadership from exceptional companies
• Experienced in a professional services-based company
• M&A execution experience (diligence, integration, and post-close financial performance tracking)
• Compensation & Benefits: The estimated salary range for this role is $118,500-$262,500 USD 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.