Manager, Financial Planning and Analysis – Revenue Operations

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💹 Revenue Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Point B

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Point B is a consulting and advisory company that provides a wide range of services across various industries. They offer expertise in data and analytics, healthcare, restaurant technology, life sciences, and operations and supply chain management. The company is committed to equal-opportunity employment and provides reasonable accommodations for individuals with disabilities or religious observances. They operate in several major cities across the United States, including Dallas, Chicago, Los Angeles, and Seattle.

📋 Description

• 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 • 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 client metrics • Maintain alignment between Salesforce and downstream financial and resourcing data so pipeline, bookings, and revenue reconcile • Own tools, processes, reporting, and enablement for account planning and key-client management • Streamline the opportunity-to-assignment lifecycle, including opportunity management, proposal development, SOWs, contracting, staffing and delivery handoffs, and account expansion • Maintain leadership KPIs and analytics on utilization, bill rates, margins, and client performance • Manage annual planning data, models, processes, and deliverables • Incorporate pipeline forecasts into monthly and quarterly financial forecasts, compare them to actuals, explain variances, and recommend actions • Perform scenario and sensitivity analysis on bookings, utilization, bill rates, and headcount • Support G&A and operating cost budgeting • Support pricing governance and business performance reviews • Streamline recurring FP&A processes and work with IT and Business Apps to automate reporting

🎯 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 • Excellent verbal and written communication skills, with the ability to explain complex financial and operational information simply to executives • Experience managing cross-functional initiatives and process improvements • A hands-on, detail-oriented approach that balances accuracy with urgency • Experience with Salesforce CRM, including reports, dashboards, data governance, sales process design, and configuration; Salesforce Administrator certification a plus • Experience with Power BI, including data models, DAX, and report development; Tableau or other BI experience also considered • Experience in professional services, management consulting, technology consulting, or another project-based services organization, including working knowledge of utilization, bill rates, staffing-driven revenue, and professional services automation (PSA) or resource management systems

🏖️ Benefits

• Flexible work options • Medical coverage • Dental coverage • Vision coverage • 401(k) • Paid time off • Paid sick leave • Employee assistance program • Bonuses awarded at Point B’s discretion based on individual contributions and overall firm performance