Financial Analyst

Company: Point B
Location: San Diego
Posted on: May 28, 2023

Job Description:

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. 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, with international reach via our partnership with. 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, - 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, and Marketing. 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, forecastingandreportingfor the company. The role will also be focusedon supporting investment analysis,return assumptions, andmonitoringinvestmentperformance, as well astrackingstrategy KPIsfor 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 toshift 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.WHAT YOU'LL GET TO DO: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 performancePartner with teams across the organization toanalyze investment opportunities,build financial models to assess return potential,monitor results, andidentify risks or opportunities based on dataGatherdata from complex sources, reconcile data variances, and use data to support analysis for decision makingIdentify, analyze, and communicatetrends and issues affecting thebusiness and/or its investmentsBuild meaningful partnerships with leaders and colleagues across functions as you seek to both understand and educate around business processes and financial informationBring creativity and critical thinking, which inspires innovation and propels teamsbeyond the status quoSupport other areas of the business as needed basedon prioritizationWHAT WE OFFER:The opportunity to affect the learning approach for our firm'sfutureThe chance to impact the journey of our employees' growth anddevelopmentAn environment that encourages you to identify new opportunities and the support to make ithappenTheopportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about theirworkWHAT WE EXPECT YOU'VE ALREADY DONE: Bachelor's degree in finance, accounting or a related field2 - 4 years of experience in finance, strategic planning, investment analysis, consulting, or a relatedhighly-analyticfieldExperience specific to investment analysisand/or M&A isStrong analytical skills and financial analysis foundation creating forecasts and modelsStrong fluency with Excel formulas, functions, and macrosSolidunderstanding of finance and business concepts;strongfinancial and business acumen mindsetwith an ability to apply good judgement and professional integrity into decision-makingExcellent oral and written communication skillsExtremely organized with the ability to work on and manage multiple projects within tighttimelinesFamiliarity with the following systems a plus:Salesforce, Tableau, FinancialForceTHE KIND OF PEOPLE WE LOOK FOR:Natural curiosity, ability to ask questions of data and dig deeper to gain understanding, analyzing data to find the meaning behind the numbersA self-starter, highly responsive and able to thrive in a dynamic, fast paced and collaborative environment, flexible in adapting and responding to changing situationsService orientedand adaptable to different work styles and personalities, attentive to detail and committed to achieving customer / company goalsAbility to traveloccasionallyAbility to work fromhomeAbility to work effectively both independently and as part of a teamWillingness to work a flexible schedule during critical business timesYOUR OFFICE HOME BASE:Ideally with ability to work in Pacific or Mountain time zoneCOMPENSATION AND BENEFITS: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-PBINTRIGUED 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 POING B DIFFERENT?Ourof ourfirm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clientsEmployee Ownership - Giving you a voice in directing your career and building our firm-Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits includingan option for100% employer paid premium for medical, vision and dental coveragefor employees, ownership shares through our ESOP, self-directedtime off and more- A unique culture that recognizes the importance of flexibility and collaboration. Our localand nationalmodelempowers you to choose the life you want- 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 onWe are anequal opportunity employer committed to a diverse workforce. We do not discriminateon the basis ofrace, 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 Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individualswith disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team ator 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

Keywords: Point B, San Diego , Financial Analyst, Accounting, Auditing , San Diego, California