Pinnacle Technical Resources Inc.
Finance Business Partner - Client Facing
Remote US
Sponsorship not specifiedDetected 12 days ago
SwiftData AnalysisAccountingExcelPerformance ManagementCadenceAR/VRLeadershipCommunicationCollaborationProblem SolvingCritical ThinkingGAAPInternal Audit
About the role
- Program Operations Invoicing and Payment Operations
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
- 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.
Requirements
- Bachelor's degree in accounting, Finance, Business, or related field.
- Minimum 5 years of management experience in financial operations.
- Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, charts, data analysis).
- Familiarity with Beeline or other VMS systems.
- Education & Experience
- Solid understanding of US GAAP and accounting principles.
- Experience in the staffing industry or with Pay-When-Paid programs is a significant plus.
- Technical Skills
- Soft Skills & Attributes
- 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 have
- Monitor client PO balances, workflow, etc. as needed based on client requirements
- Act as the finance liaison to client-facing teams (program leaders, account managers), helping them understand/resolve invoice related issues.
- Act as the point of escalation for supplier payment -related issues, driving swift and effective resolution.
- 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.
Company info
- Maintain a client-service-focused mindset and foster strong relationships with internal stakeholders and external customers.
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