Point B

• Define product and service portfolio strategies aligned to enterprise growth objectives. • Support product-market fit analysis, pricing and monetization strategy, and value proposition development. • Help organizations transition toward product-led and AI-enabled operating models. • Shape service offerings and commercialization strategies that improve customer acquisition and retention and position in the marketplace and enable a sustainable growth plan for the enterprise. • Develop integrated GTM strategies across demand generation, partner ecosystems, sales motions, and customer lifecycle management. • Identify and prioritize AI use cases across Marketing, Sales, Customer Experience, and Product functions (e.g., predictive analytics, content personalization, lead intelligence). • Define segmentation, targeting, positioning, and messaging strategies supported by data-driven insights. • Translate growth strategies into executable roadmaps with measurable KPIs. • Conduct maturity assessments across product management, CRM, marketing automation, sales enablement, and AI-enabled workflows. • Benchmark organizational capabilities and define future-state operating models. • Identify capability gaps and develop phased transformation strategies. • Facilitate executive workshops and strategic alignment sessions. • Lead consulting workstreams and develop executive-ready strategy deliverables. • Present growth and AI-enabled transformation opportunities to senior stakeholders. • Support business development through thought leadership, proposals, and strategic insights. • Collaborate with Industry and Service Line leadership to evaluate opportunities, sell, and deliver innovative results for new and existing clients. .

• Lead technical accounting analysis and documentation for complex transactions under US GAAP. • Prepare accounting memos supporting positions on areas such as revenue recognition (ASC 606), stock-based compensation (ASC 718), business combinations & goodwill impairment (ASC 805 / 350), investments and fair value measurements (ASC 820), lease accounting (ASC 842), debt, equity, and complex financing transactions. • Partner with Legal and Corporate Development on transaction structuring and accounting implications. • Support external audits and serve as primary contact for technical accounting topics. • Develop and maintain accounting policies and internal documentation. • Review complex journal entries and reconciliations. • Identify process improvements to strengthen close and reporting cycles. • Support new system implementations and process automation.

• help lead budgeting, forecasting, and analysis at the corporate level • Collaborate on the company's annual financial planning process, and monthly and quarterly forecasting with business partners to achieve business and company goals. Perform sensitivity analysis to understand potential outcomes and highlight major assumptions • Collaborate with senior leadership to maintain and create metrics to assess the company’s fiscal performance and health • Prepare monthly and quarterly budgets and forecasts to actuals. Measure and highlight variances from the forecast and provide deep insights with recommendations • Serve as the integration point between the consulting org and talent acquisition/ resource management to ensure the right headcount each month and quarter • Drive alignment on supply priorities across services & industries • Partner with resource management and the consulting leaders to establish role-based utilization targets as part of annual planning • Grow analysis capabilities with a focus on predictive metrics and data to monitor health across the company • Provide critical insights and data analysis to business partners to improve the probability of achieving both short-term and longer-term financial outcomes • Partner with leadership on long-term planning and cost management in alignment with Point B’s strategic plan • Partner with Accounting team in planning and analysis, seeking out opportunities to increase visibility and understanding across teams of critical metrics and performance impacts • Identify opportunities to increase efficiency, profitability, or company value • Provide direct support and leadership for specific financial requests • Participation in a wide variety of special projects • Drive Technology Innovation/Optimization of Processes and Systems • Understand system capabilities and availability technology; ensure that the company is utilizing existing and new technology to maximize value and efficiency of the FP&A team • Optimize standard rhythm of the business FP&A processes, create consistency across team, work with IT to automate reporting, where possible • Leveraging technology, identify and prioritize processes or areas that have opportunities for optimization and execute project plans to make these improvements

• help lead budgeting, forecasting, and analysis at the corporate level • report to the Controller • Collaborate on the company's annual financial planning process, and monthly and quarterly forecasting with business partners to achieve business and company goals • Perform sensitivity analysis to understand potential outcomes and highlight major assumptions • Collaborate with senior leadership to maintain and create metrics to assess the company’s fiscal performance and health • Prepare monthly and quarterly budgets and forecasts to actuals • Measure and highlight variances from the forecast and provide deep insights with recommendations • Serve as the integration point between the consulting org and talent acquisition/resource management to ensure the right headcount each month and quarter • Drive alignment on supply priorities across services & industries • Partner with resource management and the consulting leaders to establish role-based utilization targets as part of annual planning • Grow analysis capabilities with a focus on predictive metrics and data to monitor health across the company • Provide critical insights and data analysis to business partners to improve the probability of achieving both short-term and longer-term financial outcomes • Partner with leadership on long-term planning and cost management in alignment with Point B’s strategic plan • Partner with Accounting team in planning and analysis, seeking out opportunities to increase visibility and understanding across teams of critical metrics and performance impacts • Identify opportunities to increase efficiency, profitability, or company value • Provide direct support and leadership for specific financial requests • Participate in a wide variety of special projects • Drive Technology Innovation/Optimization of Processes and Systems • Understand system capabilities and availability technology; ensure that the company is utilizing existing and new technology to maximize value and efficiency of the FP&A team • Optimize standard rhythm of the business FP&A processes, create consistency across team, work with IT to automate reporting, where possible • Leveraging technology, identify and prioritize processes or areas that have opportunities for optimization and execute project plans to make these improvements