Point B is a consulting firm that is trusted by the world’s leading organizations and specializes in business transformation and technology services. We are committed to making an impact for our customers and leveraging technology to unlock human potential. We help accelerate our customers' progress toward meaningful outcomes by bringing together cross-industry expertise, proven process, and transformative technology to activate shared potential.
Our diverse set of experts spans 13 U.S. locations, with international reach via our partnership with Nextcontinent . We're united by our desire to help our customers succeed, wherever they do business.
Point B has been consistently recognized as one of the best places to work by Fortune magazine, The Wall Street Journal, Consulting magazine, BuiltIn, Vault.com, and many others.
Firmwide Operations at Point B delivers internal and external results through leadership, process, people, and technology while supporting employees in delivering their best for our customers.
Our operations team includes roles focused on People & Culture, Talent & Executive Talent, Risk & Legal, Finance & Accounting, Travel & Events, Communications & Change Management, IT & Facilities, Business Operations, and Marketing. Working across these disciplines, we create the foundation from which Point B'ers discover and grow their careers.
The Financial Analyst drives financial analysis, forecasting, reporting and operational support activities across the business. The Analyst primarily focuses on financial planning, forecasting processes, integrating strategy throughout the organization, supporting investment analysis, return assumptions, and monitoring investment performance, as well as tracking strategy KPIs for leadership and Board reporting. This position exercises a high level of accountability, flexibility, teamwork, good judgment, and attention to detail.
WHAT YOU’LL GET TO DO:
- Works with teams and leaders to update financial plans, analyze investment opportunities, build financial models to assess return potential, monitor results, and identify risks or opportunities based on data.
- Maintains models needed to accurately forecast financial outcomes.
- Analyzes current and past financial data and performance. Prepares reports and projections based on this analysis, highlighting trends and concerns.
- Gathers data from complex sources, reconciles data variances, and uses data to support analysis for decision making.
- Creates ad-hoc financial / metric models to assess the impact of planned business decisions on the organization.
- Supports other areas of the business as needed based on prioritization.
- Develops trust and partnership with key business partners.
- Supports team efforts and builds authentic relationships with individuals in work groups and teams.
- Consistently demonstrates and lives Point B cultural tenets and values.
- Participates in firm culture activities to connect regularly with other Point Bers (e.g., FW Ops Meetings, Geo Meetings).
WHAT WE OFFER:
- The ability to chart your career path based on expertise and passions.
- An environment that encourages you to identify new opportunities and supports you in reaching your goals.
- The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model.
- The opportunity to further enable fun and collaborative culture with teams that are as passionate about their communities as they are about their clients.
- A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm.
WHAT WE EXPECT YOU’VE ALREADY DONE:
- B.A. or B.S. degree in finance, accounting, or a related field.
- 1-3 years of experience in finance, consulting, or a related highly analytic field.
- Experience specific to investment analysis and/or M&A is highly desired.
- Strong analytical skills and financial analysis foundation creating forecasts and models.
- Strong fluency with Excel formulas and functions.
- Solid understanding of finance and business concepts; strong financial and business acumen mindset with an ability to apply good judgement and professional integrity into decision-making.
- Familiarity with the following systems a plus: Salesforce, Tableau, Financial Force.
- Strong communication and collaboration skills.
- Passion for enabling data-based decision making.
THE KIND OF PEOPLE WE LOOK FOR:
- Innate problem solvers who want to grow in a flexible, collaborative culture.
- Those who have a growth mindset regarding training, practice, and evolving their skills.
- Versatile people who thrive on variety and challenge.
- Successful in ambiguous environments.
- Desire to and ability to learn.
- Passion for Point B’s Mission, Vision, Values & Culture.
- Gets it done brand and attitude.
- Ability to work from home.
- Ability to work non-standard work hours when necessary.
- Ability to travel occasionally for team meetings.
COMPENSATION AND BENEFITS:
The estimated salary range for this role is $58,000 - $93,500 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.
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?
Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients.
Employee Ownership – Giving you a voice in directing your career and building our firm.
Benefits – Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more.
Work-Life Balance – A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want.
Award winning – We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor .
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 prohibit 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 any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at 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 inquiries.
Legal Information for Job Seekers can be accessed on our Careers Website.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
#J-18808-Ljbffr