Salary
💰 $118,500 - $262,500 per year
About the role
- 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.
Requirements
- 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