Finance Business Partner - Client Facing

Pinnacle Group, Inc.

About The Position

Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us. Job Summary Program Operations Invoicing and Payment Operations Design and manage weekly timesheet and milestone outreach to suppliers and hiring managers for on-time invoicing along with escalation process. Support necessary updates and corrections for assignments and SOWs in VMS to facilitate timely and correct invoicing. Develop new dashboards for timesheets and milestones status and trending and issues tracking through provided analytics platform Support client’s finance approvers, supplier’s as well as internal Pinnacle team-members’ queries around status in the payment lifecycle from invoicing to reconciliations to dispute resolution, and sales tax calculations. Design process to identify duplicate billing instances between legacy system and new platform specifically as it relates to PO exemptions from the VMS system Monitor client PO balances, workflow, etc. as needed based on client requirements Develop relationships with program partners and suppliers. Collaborate with the analytics team to design dashboards to audit invoicing between legacy system and new platform Develop and maintain outreach tracking system along with cadence and escalation process. Write and maintain SOPs for critical tasks Maintain compliance with internal controls, ensuring audit readiness. Drive continuous improvement projects to streamline processes and adopt automation. Finance Business Partnering Act as the finance liaison to client-facing teams (program leaders, account managers), helping 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 Client’s with management and execution of their internal purchasing and compliance tasks as need 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 system to new platform 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. Team Management & Development 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. Technology & Systems Facilitate cross-functional collaboration in testing VMS behavior along with integrations such as invoice integration and ensure in line with program operations and objectives. Review testing outcomes for updates and functional enhancements Contribute to the technological roadmap for operational improvements.

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).
Familiarity with Beeline or other VMS systems.
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.

Responsibilities

Design and manage weekly timesheet and milestone outreach to suppliers and hiring managers for on-time invoicing along with escalation process.
Support necessary updates and corrections for assignments and SOWs in VMS to facilitate timely and correct invoicing.
Develop new dashboards for timesheets and milestones status and trending and issues tracking through provided analytics platform
Support client’s finance approvers, supplier’s as well as internal Pinnacle team-members’ queries around status in the payment lifecycle from invoicing to reconciliations to dispute resolution, and sales tax calculations.
Design process to identify duplicate billing instances between legacy system and new platform specifically as it relates to PO exemptions from the VMS system
Monitor client PO balances, workflow, etc. as needed based on client requirements
Develop relationships with program partners and suppliers.
Collaborate with the analytics team to design dashboards to audit invoicing between legacy system and new platform
Develop and maintain outreach tracking system along with cadence and escalation process.
Write and maintain SOPs for critical tasks
Maintain compliance with internal controls, ensuring 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), helping 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 Client’s with management and execution of their internal purchasing and compliance tasks as need 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 system to new platform
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 along with integrations such as invoice integration and ensure in line with program operations and objectives.
Review testing outcomes for updates and functional enhancements
Contribute to the technological roadmap for operational improvements.