Point B

Manager, Financial Planning and Analysis

Point B

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $96,500 - $215,500 per year

About the role

  • help lead budgeting, forecasting, and analysis at the corporate level
  • report to the Controller
  • 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

Requirements

  • 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
Benefits
  • competitive base pay
  • benefits
  • short-and long-term incentives
  • flexibility
  • leadership development opportunities
  • culture designed to help our diverse team of individuals flourish
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
budgetingforecastingfinancial analysissensitivity analysisdata analysisfinancial planningcost managementprocess optimizationutilization targetspredictive metrics
Soft Skills
collaborationcommunicationleadershipproblem-solvingflexibilityattention to detailorganizational skillsability to work under pressureinterpersonal skillsadaptability
Certifications
CPAMBA