Job description
Point B is a business innovation firm that takes the guesswork out of transformation. We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead. We’re consulting done different. While others might say it, we live it—your success is our success.
We start with the challenges you face, then partner to drive to what’s right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value.
When you partner with Point B, you’ll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs.
We’re ready to start generating your future today.
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.
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?
We put our passion for change to work, using our purpose and values as our north star. Our teams help organizations solve their greatest challenges and created an inclusive culture that attracts and retains the world’s best talent. Be part of a collaborative culture where we build lasting relationships with each other, our customers, and our communities.
Benefits – Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives — as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish.
Employee Ownership – We give employees a voice in directing their careers and the growth of our company. Our Employee Stock Ownership Plan (ESOP) is a non-contributory retirement vehicle that grows over time from annual allocations (based on individual compensation) and the value of our company.
Award winning – Point B has been consistently recognized as one of the best places to work by Fortune magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women in addition to other awards regarding our workplace inclusivity.
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 prohibits 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 in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at [email protected] 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 inquires.
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.
