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Director of Financial Planning and Analysis

Point B

This is a Full-time position in Phoenix, AZ posted April 30, 2021.

Director of Financial Planning and Analysis

Phoenix, AZ


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.

What makes Point B different?

An employee-ownership model that gives you a voice in directing your career and building our company.

Diverse leadership opportunities to expand your skills, along with the support needed to deliver great results.

A unique culture that recognizes the importance of flexibility and collaboration. 

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.

The Director of Financial Planning and Analysis (FP&A) is a critical leadership position where you will lead a team responsible for budgeting, forecasting, and analysis at the corporate level.

The position will report to the Senior Director of Finance.

FP&A at Point B is much more than dollars and analytics, it is about building relationships across the organization to increase trust, partnership, and create one shared source of truth.

We seek to create an environment of collaboration, curiosity, and shared vision in order to achieve great outcomes.

It is about helping the organization accurately reflect performance and to see around the corner and understand how performance today impacts us over the next 3-12 months and highlights the areas of focus which have the greatest impact.

Our team works together to find and implement solutions in an environment that often includes ambiguity and change.

We make it happen and along the way, we grow ourselves and our company.


Lead company’s annual financial planning process, and monthly and quarterly forecasting with business partners to achieve business and company goals.

Perform sensitivity analysis to understand potential outcomes and highlight major assumptions

Collaborate with senior leadership to maintain and create metrics to assess the company’s fiscal performance and health

Grow analysis capabilities with a focus on predictive metrics and data to monitor health across the company

Provide critical insights and data analysis to business partners in order to improve the probability of achieving both short-term and longer-term financial outcomes

Execute long-term planning and costs management in alignment with Point B’s strategic plan

Partner with Accounting team in planning and analysis, seeking out opportunity to increase visibility and understanding across teams of critical metrics and performance impacts

Partner with Senior Director of Finance to ensure FP&A team is driving strategic priorities forward and meeting critical business needs

Identify opportunities to increase efficiency, profitability, or company value

Manage, develop, coach, and lead a team of high performing FP&A team members

Provide direction, prioritization, and clarification to team members, as necessary

Ensure high levels of associate engagement, satisfaction, and career development opportunities

Inspire, motivate, and model financial best practices as a steward of Point B and its culture

Identify hiring needs and lead hiring processes when required

Understand system capabilities and availability technology; ensure that the company is utilizing existing and new technology to maximize value and efficiency of the FP&A team

Optimize standard rhythm of the business FP&A processes, create consistency across team

Leveraging technology, identify and prioritize processes or areas that have opportunity for optimization and execute on project plans to make these improvements

Provide direct support and leadership for industry specific financial requests

Participate in a wide variety of special projects

Provide training on usage of tools and reports


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

The chance to have a balanced lifestyle 

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 clients 

A comprehensive, flexible Total Rewards program that supports and recognizes each individual’s unique needs and contributions to the firm 


A Bachelor’s or master’s degree in Finance, Business, Economics or other relevant field

CPA and MBA or equivalent preferred

12+ years related experience

4+ years of industry experience, professional services experience highly desirable

Proven technical aptitude and well-versed in a variety of financial systems (Salesforce desirable)

Strong leader with solid experience building and leading high performing teams and demonstrated ability to work well under pressure, thrive in a fast-paced environment, and stay flexible through growth and change

Articulate with excellent verbal and written communication skills.

Capable of communicating complex financial information in an easy-to-understand format.

Able to interact comfortably and drive alignment with the executive leadership team

Ability to work with employees at all levels of the organization and a highly collaborative environment with a high growth, can-get-done mentality.

This role is for doers; be able to get into the details and get the job done while at the same time being able to see the forest for the trees

Ability to manage existing business processes, while introducing process improvements to increase organizational efficiencies and effectiveness

Hold the highest standards for accuracy and ethics for yourself and your team but also recognize how to balance accuracy and urgency

Ability to operate successfully within a ‘virtual’ company

Ability to work from home office

Travel to support industries, geographic markets, networking, and general business management


Innate problem solvers who want to grow in a flexible, collaborative culture 

Talented, agile individuals with a growth mindset who are excited to help build a growing firm 

Ability to travel occasionally 

Ability to work from home 

Ability to work non-standard work hours when necessary 

Willingness to fight forest fires with a garden hose at times 

Opportunity for contract, contract to hire or full-time employment 

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.


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.

What makes Point B Different?

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 

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. 

Point B is strongly committed to giving back to and enriching our communities.

We provide financial support opportunities to help team members make an impact individually, and strengthen our communities together by organizing and participating in market-wide events.

Point B exists for the benefit of our people .

Equity, Diversity and Inclusion shapes our ownership model and empowers our core values.

Putting our people first means embracing our differences; our employee-owned firm is proudly and firmly built on this foundation.

This brief video, “This is Who We Are”, provides an insightful sneak peek into the brilliant people and strong culture that make up Point B.