[Hiring] Manager, Financial Planning and Analysis & Revenue Operations @Point B

Role Description

We are seeking an analytical, execution-oriented Finance Manager, Revenue Operations & FP&A to own the processes, systems, and analytics that make Point B’s revenue predictable and our performance visible. Roughly 70% of the role is Revenue Operations: pipeline governance, forecasting operations, Salesforce, and account-planning infrastructure. The remaining 30% is FP&A: annual planning, forecasting, cost planning, and variance analysis.

Point B’s revenue is won through relationships, delivered by consultants on client assignments, and grown through long-term client partnerships. Revenue performance therefore depends on pipeline quality, how quickly sold work becomes staffed assignments, and consultant utilization, not subscription metrics. The successful candidate develops recommendations, executes agreed priorities, and partners closely with market and practice leaders, Business Development, Marketing, Finance, Accounting, Resource Management, and Delivery Operations to create one shared source of truth from opportunity to revenue.

Responsibilities

Revenue Operations Responsibilities

• Own Point B’s pipeline management process, cadence, and reporting, including recurring pipeline reviews with market, practice, and business development leadership.
• Own the pipeline-based bookings and revenue forecast in partnership with the Business Apps team and Finance, translating open opportunities into expected bookings and revenue timing.
• Coach sellers and practice leaders on pipeline hygiene to improve forecast accuracy.
• Monitor bookings, pipeline coverage against revenue targets, win rates, and conversion trends, and flag risks and opportunities to leadership.
• Build and maintain Salesforce dashboards, reports, and account-level views for self-service visibility into client metrics.
• Maintain alignment between Salesforce and downstream financial and resourcing data.
• Own the tools, process, reporting, and enablement for account planning and key-client management.
• Streamline the opportunity-to-assignment lifecycle.
• Maintain leadership KPIs and analytics on utilization, bill rates, margins, and client performance.

FP&A Responsibilities

• Manage annual planning data, models, process, and deliverables, partnering with market and practice leaders and Resource Management.
• Incorporate the pipeline forecast into monthly and quarterly financial forecasts, compare them to actuals, explain variances, and recommend actions.
• Perform scenario and sensitivity analysis on key drivers to show leadership the range of potential outcomes.
• Support G&A and operating cost budgeting, including aligning cost plans to revenue scenarios.
• Support pricing governance and business performance reviews.
• Streamline recurring FP&A processes and work with IT and Business Apps to automate reporting where possible.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Analytics, or a related field.
• 5-7+ years of experience in Revenue Operations, FP&A, Business Unit Finance, or Consulting Operations.
• Advanced Excel and financial modeling skills, including forecasting, scenario analysis, and variance analysis.
• Excellent verbal and written communication skills.
• Experience managing cross-functional initiatives and process improvements.
• A hands-on, detail-oriented approach that balances accuracy with urgency.

Desired Qualifications

• Experience with Salesforce CRM, including reports, dashboards, and sales process design.
• Experience with Power BI, including data models and report development.
• Experience in professional services, management consulting, or technology consulting.

Benefits

• The estimated salary range for this role is $XX - $XX USD per year.
• Bonuses are awarded at Point B’s discretion based upon individual contributions and overall firm performance.
• Flexible work options and competitive benefits, including medical, dental, and vision coverage.
• 401(k), paid time off, paid sick leave, and an employee assistance program.