Financial Analyst - job 2 of 3

Management Consulting has been the foundation of Point B’s employee-owned company for 25+ years. Our collaborative, forward looking leadership approach ensures our customers are on the right path to success.

Point B is a consulting company dedicated to helping organizations with critical initiatives in the areas of customer engagement, growth investments, workforce experience and operations excellence. Our diverse set of experts spans 13 U.S. locations, with international reach via our partnership with Nextcontinent. We’ve helped global organizations of all stages and sizes achieve sustainable success by focusing on the humans at the center of change.

Point B has been consistently recognized as one of the best places to work by Fortune® magazine, The Wall Street Journal, Consulting® magazine, 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, Executive Talent, Risk & Legal, Finance, Travel & Events, Communications & Change Management, IT & Facilities. Working across these disciplines we create the foundation from which Point Bers discover and grow their careers.

We are currently hiring a Financial Analyst in Operations to be based out of any of our Point B office locations. In this role, you will join a small and collaborative finance team that is cross trained to serve the various business functions. As a Financial Analyst, your ability to build meaningful relationships and deliver insightful financial analysis and useful reporting will bring a positive impact on the decisions made by leaders and colleagues alike.

The Financial Analyst will support financial analysis, forecasting and reporting for the company. The role will also be focused on supporting investment analysis, return assumptions, and monitoring investment performance, as well as tracking strategy KPIs for leadership and Board reporting. This position will exercise a high level of accountability, flexibility, teamwork, project management, good judgment and attention to detail.

The ideal candidate will work effectively with internal business partners and cross-functional teams, possess strong communication skills, be able to manage projects to completion, have the ability to shift gears and be adaptive, and enjoy the challenges of growing an organization. The successful candidate will have a passion for providing data-based decision making.

Assist in the preparation of financial plans, budgets, and forecasts and supporting reports to effectively report, track progress and communicate financial statuses across the organization.

Create, enhance, and maintain financial tools, models and reporting to enhance the monitoring of financial performance

Partner with teams across the organization to analyze investment opportunities, build financial models to assess return potential, monitor results, and identify risks or opportunities based on data

Gather data from complex sources, reconcile data variances, and use data to support analysis for decision making

Identify, analyze, and communicate trends and issues affecting the business and/or its investments

Build meaningful partnerships with leaders and colleagues across functions as you seek to both understand and educate around business processes and financial information

Bring creativity and critical thinking, which inspires innovation and propels teams beyond the status quo

Support other areas of the business as needed based on prioritization

The opportunity to affect the learning approach for our firm's future

The chance to impact the journey of our employees’ growth and development

An environment that encourages you to identify new opportunities and the support to make it happen

The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their work

Bachelor’s degree in finance, accounting or a related field

2 - 4 years of experience in finance, strategic planning, investment analysis, consulting, or a related highly-analytic field

Experience specific to investment analysis and/or M&A is

Strong analytical skills and financial analysis foundation creating forecasts and models

Strong fluency with Excel formulas, functions, and macros

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

Excellent oral and written communication skills

Extremely organized with the ability to work on and manage multiple projects within tight timelines

Familiarity with the following systems a plus: Salesforce, Tableau, FinancialForce

Natural curiosity, ability to ask questions of data and dig deeper to gain understanding, analyzing data to find the meaning behind the numbers

A self-starter, highly responsive and able to thrive in a dynamic, fast paced and collaborative environment, flexible in adapting and responding to changing situations

Service oriented and adaptable to different work styles and personalities, attentive to detail and committed to achieving customer / company goals

Ability to travel occasionally

Ability to work from home

Ability to work effectively both independently and as part of a team

Willingness to work a flexible schedule during critical business times

Any Point B Office Location

Ideally with ability to work in Pacific or Mountain time zone

The estimated salary range for this role is $61,500 - $101,500 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.

#EL

#LI-PB

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.

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

We are an equal opportunity employer committed to a diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status or disability. You can read more about our commitment to diversity on our Careers 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 applicantaccommodations@pointb.com 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.