Manager, Financial Planning and Analysis & Revenue Operations

Role Overview

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.

What You Will Do

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.

Why It Might Be a Fit

The successful candidate will have experience in Revenue Operations, FP&A, Business Unit Finance, or Consulting Operations, with hands-on exposure to both revenue operations and financial planning, and advanced Excel and financial modeling skills, including forecasting, scenario analysis, and variance analysis.

Requirements

• 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, with hands-on exposure to both revenue operations and financial planning
• Advanced Excel and financial modeling skills, including forecasting, scenario analysis, and variance analysis
• Experience managing cross-functional initiatives and process improvements
• A hands-on, detail-oriented approach that balances accuracy with urgency

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Paid time off
• Paid sick leave
• Employee assistance program

Tagged as: Financial Modeling