Finance Business Partner - Client Facing

Pinnacle Group, Inc.

13d•Onsite

About The Position

Pinnacle Group is a leading workforce solutions company with a 25-year history of connecting people with opportunity. We are committed to our core values of putting people first, delivering excellence, and giving back to our communities. As a large, women and minority-owned company, we support the talent needs of global leaders in financial services, technology, communications, utilities, and transportation. We are seeking a Finance Business Partner to join our Program Operations team, focusing on invoicing, payment operations, and financial liaison activities with client-facing teams.

Requirements

Bachelor's degree in accounting, Finance, Business, or related field.
Minimum 5 years of management experience in financial operations.
Solid understanding of US GAAP and accounting principles.
Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, charts, data analysis).
Self-starter with strong ownership mentality and problem-solving ability.
Organized, detail-oriented, and able to thrive under pressure.
Excellent written and verbal communication skills.
Confident team leader with the ability to manage a diverse workforce and deliver strong results.

Nice To Haves

Experience in the staffing industry or with Pay-When-Paid programs is a significant plus.
Familiarity with Beeline or other VMS systems.

Responsibilities

Design and manage weekly timesheet and milestone outreach to suppliers and hiring managers for on-time invoicing and escalation.
Support updates and corrections for assignments and SOWs in VMS to facilitate timely and correct invoicing.
Develop new dashboards for timesheet and milestone status, trending, and issue tracking.
Support client finance approvers, suppliers, and internal Pinnacle team members with queries regarding the payment lifecycle (invoicing to reconciliations, dispute resolution, sales tax calculations).
Design processes to identify duplicate billing instances between legacy and new platforms, especially concerning PO exemptions from VMS.
Monitor client PO balances and workflow as needed.
Develop relationships with program partners and suppliers.
Collaborate with the analytics team to design dashboards for auditing invoicing between systems.
Develop and maintain an outreach tracking system with cadence and escalation processes.
Write and maintain SOPs for critical tasks.
Maintain compliance with internal controls and ensure audit readiness.
Drive continuous improvement projects to streamline processes and adopt automation.
Act as the finance liaison to client-facing teams (program leaders, account managers) to help them understand/resolve invoice-related issues.
Maintain a client-service-focused mindset and foster strong relationships with internal stakeholders and external customers.
Act as the point of escalation for supplier payment-related issues, driving swift and effective resolution.
Assist Pinnacle Clients with management and execution of their internal purchasing and compliance tasks to support program financial operations.
Handle sensitive issues with discretion, urgency, and professionalism.
Provide insights and recommendations on client billing behaviors, dispute trends, and invoicing challenges.
Present tailored reporting and insights to business leaders, highlighting risks and opportunities focused on supplier payment processes.
Support onboarding of new suppliers into the client’s program, developing processes for transitioning from legacy to new platforms.
Translate program performance metrics into actionable insights impacting business decisions, supporting supplier relationships, and improving program delivery.
Collaborate with Legal and Contracts to align client terms and resolve disputes effectively.
Lead a team of 2-4 AR analysts (onshore and offshore).
Make hiring, training, and performance management decisions in coordination with leadership.
Ensure appropriate workload allocation and develop contingency plans for resource optimization.
Promote a team culture focused on critical thinking, innovation, and proactive problem-solving.
Design and implement training plans to support team autonomy and ownership.
Track and analyze AR performance metrics to drive continuous improvement.
Facilitate cross-functional collaboration in testing VMS behavior and integrations (e.g., invoice integration) to ensure alignment with program operations and objectives.
Review testing outcomes for updates and functional enhancements.
Contribute to the technological roadmap for operational improvements.