
51 - 200 employees
Founded 2019
πΌ Consulting
ποΈ Government
π° Private equity on 2024-10
Consulting β’ Government
Tru Consulting is a specialist consulting firm that helps higher education institutions and public agencies modernize planning and financial processes through strategy, financial expertise, and Anaplan implementation. They deliver customized planning solutions, Anaplan Center-of-Excellence services, and planning modernization to align people, data, and strategy β emphasizing faster insights, streamlined processes, and measurable outcomes. The firm highlights deep experience in higher education and government finance (500+ years collective experience), 250+ projects, 100+ clients, and a large team of certified Anaplan experts.
π₯ 0 minutes ago
πΊπΈ United States β Remote
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
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51 - 200 employees
Founded 2019
πΌ Consulting
ποΈ Government
π° Private equity on 2024-10
Consulting β’ Government
Tru Consulting is a specialist consulting firm that helps higher education institutions and public agencies modernize planning and financial processes through strategy, financial expertise, and Anaplan implementation. They deliver customized planning solutions, Anaplan Center-of-Excellence services, and planning modernization to align people, data, and strategy β emphasizing faster insights, streamlined processes, and measurable outcomes. The firm highlights deep experience in higher education and government finance (500+ years collective experience), 250+ projects, 100+ clients, and a large team of certified Anaplan experts.
β’ Serve as the primary day-to-day liaison with our outsourced accounting partner across AP/AR, general ledger management, and month-end close activities. β’ Review P&L reporting and financial statements; investigate discrepancies, and coordinate resolution efforts β’ Coordinate and manage the month-end close process and calendar, ensuring timely completion of deliverables β’ Manage vendor maintenance activities, including: W9 collection, certificates of insurance, banking information updates, and ACH setup or changes β’ Resolve operational finance issues and support continuous improvement of accounting processes β’ Own accounts receivable management, including aging review, : customer follow-ups, , and resolution of outstanding balances. β’ Partner with Delivery Operations to ensure accurate and timely client invoicing β’ Monitor billing workflows and identify opportunities to improve collection cycles and cash flow. β’ Coordinate preparation of monthly, quarterly and annual financial reporting packages β’ Support annual audit and tax preparation activities β’ Assist in maintaining strong financial controls, documentation, and process consistency across the organization β’ Maintain financial models supporting actuals, budget tracking and near-term forecasting β’ Support KPI reporting and dashboard development for executive leadership β’ Coordinate sales pipeline hygiene with the Market & Growth Strategy team in HubSpot and incorporate pipeline data into forecasting activities β’ Assist in preparing board presentations and monthly, quarterly, and annual reporting packages β’ Build and maintain SOPs across accounting and finance operations β’ Identify opportunities to improve efficiency, reduce manual effort and create scalable processes β’ Help establish operational discipline and consistency across recurring financial workflows β’ Reduce on institutional knowledge through documentation and process standardization.
β’ 5β7 years in accounting, finance, or a blended role, β’ Experience within a professional services, consulting, SaaS, or technology-enabled services environment preferred β’ Experience working in a PE-backed organization strongly preferred β’ Experience coordinating with or managing an outsourced accounting function preferred β’ Exposure to project-based billing, revenue operations and AR management β’ Experience supporting audit,tax preparation and financial reporting processes
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