Manager, Financial Planning and Analysis – Revenue Operations

Point B

. Own Point B’s pipeline management process, cadence, and reporting, including recurring pipeline reviews with market, practice, and business development leadership .

Posted 10/14/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue Operations and Financial Planning, with a strong focus on pipeline management, forecasting, and analytics. Proficient in Salesforce CRM and advanced Excel for financial modeling and reporting.

Highest-signal resume keywords

Revenue Operations ExperienceAdvanced Excel SkillsSalesforce CRM ProficiencyFinancial Modeling ExpertiseCross-Functional Initiative Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ForecastingScenario AnalysisVariance AnalysisPipeline ManagementUtilization Analysis

Soft Skills

Excellent Communication SkillsDetail-Oriented ApproachAbility to Simplify Complex Information

Tools & Technologies

SalesforcePower BITableauFinancial Planning Tools

Certifications & Qualifications

Salesforce Administrator Certification

Industry Keywords

Professional ServicesManagement ConsultingProject-Based ServicesResource Management Systems

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own Point B’s pipeline management process, cadence, and reporting, including recurring pipeline reviews with market, practice, and business development leadership
Own the pipeline-based bookings and revenue forecast in partnership with the Business Apps team and Finance
Coach sellers and practice leaders on pipeline hygiene to improve forecast accuracy
Monitor bookings, pipeline coverage against revenue targets, win rates, and conversion trends, and flag risks and opportunities to leadership
Build and maintain Salesforce dashboards, reports, and account-level views for client metrics
Maintain alignment between Salesforce and downstream financial and resourcing data so pipeline, bookings, and revenue reconcile
Own tools, processes, reporting, and enablement for account planning and key-client management
Streamline the opportunity-to-assignment lifecycle, including opportunity management, proposal development, SOWs, contracting, staffing and delivery handoffs, and account expansion
Maintain leadership KPIs and analytics on utilization, bill rates, margins, and client performance
Manage annual planning data, models, processes, and deliverables
Incorporate pipeline forecasts into monthly and quarterly financial forecasts, compare them to actuals, explain variances, and recommend actions
Perform scenario and sensitivity analysis on bookings, utilization, bill rates, and headcount
Support G&A and operating cost budgeting
Support pricing governance and business performance reviews
Streamline recurring FP&A processes and work with IT and Business Apps to automate reporting

Requirements

What you’ll need

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 hands-on exposure to both revenue operations and financial planning
Advanced Excel and financial modeling skills, including forecasting, scenario analysis, and variance analysis
Excellent verbal and written communication skills, with the ability to explain complex financial and operational information simply to executives
Experience managing cross-functional initiatives and process improvements
A hands-on, detail-oriented approach that balances accuracy with urgency
Experience with Salesforce CRM, including reports, dashboards, data governance, sales process design, and configuration; Salesforce Administrator certification a plus
Experience with Power BI, including data models, DAX, and report development; Tableau or other BI experience also considered
Experience in professional services, management consulting, technology consulting, or another project-based services organization, including working knowledge of utilization, bill rates, staffing-driven revenue, and professional services automation (PSA) or resource management systems

Benefits

Comp & perks

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