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 informationProcess monthly billing and coordinate invoice deliverySupport time and expense management, including interaction with client tracking systemsSupport accounts receivable activitiesSupport revenue recognitionLead team of account support administrators by providing more support on complex engagements, questions and issuesManage business data including client project information and internal account structureWork cross-functionally with other business teams to meet firm goals and requirementsActively manage contract routing and storageSupport contract complianceSupport account leaders through a variety of tasks related to account operationsIdentify and document opportunities to enhance operational area processes, tools and programsComplete special projects and ad hoc analysis as assigned by managementWHAT WE EXPECT YOU’VE ALREADY DONE: Bachelor’s degree4 - 6 years of billing, bookkeeping and/or accounting experienceProficient in Microsoft Word, Excel, Outlook, and PowerPoint; SalesForce and/or FinancialForce experience a plusDemonstrated finance and business competencyGained an understanding of financial statements and financial process flowReviewed contracts or billing set-up for revenue recognitionDeveloped excellent organization, communication, and time management skillsExperienced in prioritizing, planning and organizing tasks and activities to ensure timely completion of job responsibilities while handling multiple tasks, changing priorities and non-negotiable deadlinesDeveloped strong verbal communication and comprehension skills.
An inherent ability to listen, ask questions to gain insight, and translate discussions into written materialsProvided excellent service to both internal and external customersProduced an accurate work product while paying close attention to detail and maintaining confidentiality of sensitive informationProven ability to work with existing and new technology with little directionWorked independently and as part of a teamTHE KIND OF PEOPLE WE LOOK FOR:Exceptional communicator, both orally and in writing, with all levels of managementDesire to take ownership over work product and dataProblem solver, looks for ways to work smarterCustomer-service mindsetHigh degree of accuracy, attention to detail and quality controlMust be self-motivated, hard-working, performance driven and reliableA passion for learning and developing professionallyMust have the ability to prioritize and take the initiative to provide support/follow-upPossess a sense of urgency and ability to meet deadlines in a fast-paced environmentAbility to work with minimal directionAbility to work from homeAbility to work non-standard work hours when necessary with flexible overtime support during end of month processing and/or for high priority assignmentsYOUR OFFICE HOME BASE:Southern California elINTRIGUED 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 BAt 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 moreWork-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 GlassDoorWe 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.