Manager, Financial Planning and Analysis – Revenue Operations

This is a fully remote position, open to applicants in Texas.

📋 Description

• Take ownership of Point B’s pipeline management process, including its cadence and reporting, which encompasses regular pipeline reviews with market, practice, and business development leadership.

• Manage pipeline-based bookings and revenue forecasts in collaboration with the Business Apps team and Finance.

• Mentor sellers and practice leaders on maintaining pipeline hygiene to enhance forecast accuracy.

• Track bookings, pipeline coverage in relation to revenue targets, win rates, and conversion trends, alerting leadership to potential risks and opportunities.

• Develop and sustain Salesforce dashboards, reports, and account-level views to capture client metrics.

• Ensure consistency between Salesforce and downstream financial and resourcing data for accurate reconciliation of pipeline, bookings, and revenue.

• Oversee tools, processes, reporting, and enablement for account planning and key-client management.

• Optimize the opportunity-to-assignment lifecycle, covering opportunity management, proposal development, SOWs, contracting, staffing, delivery handoffs, and account expansion.

• Maintain leadership KPIs and analytics related to utilization, bill rates, margins, and client performance.

• Manage the annual planning data, models, processes, and deliverables.

• Integrate pipeline forecasts into monthly and quarterly financial forecasts, compare them to actual results, clarify variances, and suggest corrective actions.

• Conduct scenario and sensitivity analysis on bookings, utilization, bill rates, and headcount.

• Assist with G&A and operating cost budgeting.

• Aid in pricing governance and business performance reviews.

• Streamline recurring FP&A processes and collaborate with IT and Business Apps to automate reporting.

⛳️ Requirements

• A 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 direct experience in both revenue operations and financial planning.

• Proficiency in advanced Excel and financial modeling skills, including forecasting, scenario analysis, and variance analysis.

• Strong verbal and written communication skills, capable of simplifying complex financial and operational information for executives.

• Proven experience in managing cross-functional initiatives and process enhancements.

• A detail-oriented, hands-on approach that prioritizes accuracy while maintaining urgency.

• Familiarity with Salesforce CRM, including reports, dashboards, data governance, sales process design, and configuration; Salesforce Administrator certification is a plus.

• Experience with Power BI, including data models, DAX, and report development; additional experience with Tableau or other BI tools is also considered.

• Background in professional services, management consulting, technology consulting, or another project-based services organization, with 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