Account Operations Analyst

Point B is a consulting firm that is trusted by the world’s leading organizations and specializes in business transformation and technology services. We are committed to making an impact for our customers and leveraging technology to unlock human potential.We help accelerate our customers' progress toward meaningful outcomes by bringing together cross-industry expertise, proven process, and transformative technology to activate shared potential.   Our diverse set of experts spans 13 U.S. locations, with international reach via our partnership with Nextcontinent. We're united by our desire to help our customers succeed, wherever they do business.  Point B has been consistently recognized as one of the best places to work by Fortune® magazine, The Wall Street Journal, Consulting® magazine, BuiltIn, Vault.com®, and many others.  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 customers.   Our operations team includes roles focused on People & Culture, Talent & Executive Talent, Risk & Legal, Finance & Accounting, Travel & Events, Communications & Change Management, IT & Facilities, Business Operations, and Marketing. Working across these disciplines, we create the foundation from which Point B'ers discover and grow their careers. 
The Account Operations Analyst assists Account Operations Managers and Account Leadership teams with many of the administrative aspects of running our client accounts. This includes managing data within CRM/vendor systems, analyzing, and manipulating data, creating dashboards, preparing account financials, managing invoice cycles, and other activities as directed by the Account Leadership teams or in support of the Account Services processes. The Account Operations Analyst will support one or more industries and build strong relationships with the leaders within those accounts and client and internal finance counterparts. This role will support the rhythm of the business and will need to identify risks, opportunities for improvement, and create visibility into account mechanics.
WHAT YOU’LL GET TO DO: Partners with Account Services and Account Leadership teams to drive client account support functionsAnalyzes account sales and financial data, including project level estimates to completionManages active project data by ensuring milestones are correct and assignments are up to dateMaintains financial and sales pipeline dashboards and presentations Deeply understands customer’s business processes (invoicing, SOW, onboarding, etc.) and proactively guides account approach to engage in those to benefit Point B and the CustomerMonitors time and expense compliance Works with associates and/or ASA to resolve miscoded T&E and flags anomalies for Account LeaderTracks hours that need to be logged with Business Partner company and system and checks for accuracyProduces client invoices in partnership with ASA. Reviews and reconciles outstanding invoices and works with account/client to follow up on past due paymentsGains leverage from the firm’s best practices, processes, and knowledge and contributes feedback to refine/improve account services processesBe a connector and serve as a link across account teams and the firm with knowledge on engagements and/or administrative best practices Supports team efforts and builds authentic relationships with individuals in work groups and teamsConsistently demonstrates and lives Point B cultural tenets and valuesParticipates in firm culture activities to connect regularly with other Point Bers (e.g., FW Ops Meetings, Geo Meetings)