Financial Analyst

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 processes, and transformative technology to activate shared potential.

Our diverse set of experts spans13 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, Great Place to Work, Consulting Magazine, BuiltIn, 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, Talent & Culture, Risk & Legal, Finance & Accounting, Business Operations, IT & Facilities, and Marketing & Communications. 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?

We put our passion for change to work, using our purpose and values as our north start. 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 – 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.