Director, Finance

Summary

Join Point B, a business innovation firm, as their Director, Finance. In this role, you will develop and enhance key performance indicators, increase operating efficiency, and align Point B’s finance and business strategies. You will translate initiatives into quantifiable data, setting up tracking mechanisms to gauge performance. The position requires strong communication and collaboration skills, a keen focus on customer service, and the implementation of proper financial controls. You will lead and mentor a high-performing finance team, fostering a culture of continuous improvement and collaboration. This role offers a competitive salary, bonuses, and a comprehensive benefits package.

Requirements

• B.A. or B.S. in Finance or Accounting
• 10+ years of financial analysis experience with a strong track record of leadership success
• Strong analytical foundation, built within complex environments
• Strong execution orientation with the ability to thrive in a fast-paced environment
• Demonstrated ability to translate a business strategy into actionable steps, resulting in successful outcomes
• Continuous improvement, data-driven mindset to improve transparency and decision making throughout the organization
• Ability to help drive collaboration and alignment across all departments
• Strong mentor, and developer of talent
• Ability to build high-trust and open relationships
• Forthright, transparent, always seeking to find and promote the best idea
• Ability to work on-site as requested
• Ability to work remotely
• Ability to travel up to 25%
• Ability to work non-standard work hours as necessary

Responsibilities

• Develops financial models and provides forecasting, budgeting, and reporting that inform strategic decisions
• Drives financial sophistication across the organization, especially in budgeting, planning, and performance management
• Identifies and implements opportunities to accelerate revenue, reduce costs, and enhance productivity
• Directs and oversees financial operations, ensuring robust policies, procedures, and internal controls
• Develops and maintains KPI dashboards and other performance tracking tools for executives and the Board
• Leads the creation of monthly and quarterly reporting packages, providing clear analysis of financial results, trends, and variances to budget and prior year
• Promotes the use of metrics and insights across the business to improve decision-making and performance
• Monitors cash flow, ensures covenant compliance, and supports lender management and reporting
• Maintains strong financial systems and ensures the accuracy and integrity of financial statements
• Supports M&A activities, including due diligence, financial integration, and transaction support aligned with strategic goals
• Leads, mentors, and develops a high-performing finance team aligned with Point B’s values and culture
• Makes key decisions on hiring, promotion, compensation, and team structure
• Fosters a culture of continuous improvement, collaboration, and leadership development
• Builds team versatility to meet evolving business needs and ensure succession planning and leadership continuity
• Upholds and models Point B’s leadership principles, cultural tenets, and commitment to Inclusion and Belonging

Preferred Qualifications

• Master’s degree in finance, or an MBA
• Private Equity experience or corporate and large-scale divisional leadership from exceptional companies
• Experienced in a professional services-based company
• M&A execution experience (diligence, integration, and post-close financial performance tracking)

Benefits

• The estimated salary range for this role is $118,500-$262,500 USD per year
• Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance
• Employee Stock Ownership Plan (ESOP)