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 clients.
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 firm. 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, Vault.com® and many others.
WHAT YOU’LL GET TO DO:
Create and update opportunity, account, project and assignment information
Process monthly billing and coordinate invoice delivery
Support time and expense management, including interaction with client tracking systems
Support accounts receivable activities
Support revenue recognition
Lead team of account support administrators by providing more support on complex engagements, questions and issues
Manage business data including client project information and internal account structure
Work cross-functionally with other business teams to meet firm goals and requirements
Actively manage contract routing and storage
Support contract compliance
Support account leaders through a variety of tasks related to account operations
Identify and document opportunities to enhance operational area processes, tools and programs
Complete special projects and ad hoc analysis as assigned by management
WHAT WE EXPECT YOU’VE ALREADY DONE:
4 - 6 years of billing, bookkeeping and/or accounting experience
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint; SalesForce and/or FinancialForce experience a plus
Demonstrated finance and business competency
Gained an understanding of financial statements and financial process flow
Reviewed contracts or billing set-up for revenue recognition
Developed excellent organization, communication, and time management skills
Experienced in prioritizing, planning and organizing tasks and activities to ensure timely completion of job responsibilities while handling multiple tasks, changing priorities and non-negotiable deadlines
Developed strong verbal communication and comprehension skills. An inherent ability to listen, ask questions to gain insight, and translate discussions into written materials
Provided excellent service to both internal and external customers
Produced an accurate work product while paying close attention to detail and maintaining confidentiality of sensitive information
Proven ability to work with existing and new technology with little direction
Worked independently and as part of a team
THE KIND OF PEOPLE WE LOOK FOR:
Exceptional communicator, both orally and in writing, with all levels of management
Desire to take ownership over work product and data
Problem solver, looks for ways to work smarter
High degree of accuracy, attention to detail and quality control
Must be self-motivated, hard-working, performance driven and reliable
A passion for learning and developing professionally
Must have the ability to prioritize and take the initiative to provide support/follow-up
Possess a sense of urgency and ability to meet deadlines in a fast-paced environment
Ability to work with minimal direction
Ability to work from home
Ability to work non-standard work hours when necessary with flexible overtime support during end of month processing and/or for high priority assignments
YOUR OFFICE HOME BASE:
INTRIGUED 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.
ABOUT POINT B
At Point B, we work with some of the country’s most respected companies to help them form, execute, and thrive. With capabilities including Management Consulting, Venture Investment and Advisory, Point B Studio and Property Development, our integrated businesses provide value to the organizations and communities we serve.
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
100% Employee Ownership – Giving you a voice in directing your career and building our firm
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, sexual orientation, age, marital status, veteran status or disability.