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Finance Implementation Lead

🔥 12 hours ago

🤠 Texas – Remote

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⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of Pinnacle Group, Inc.

Pinnacle Group, Inc.

5001 - 10000 employees

🏢 Enterprise

👥 HR Tech

🤝 B2B

Enterprise • HR Tech • B2B

Pinnacle Group, Inc. is a leading provider of contingent workforce solutions, specializing in Managed Services (MSP), Vendor Management Software (VMS) implementation, and payrolling services. As a diversity-driven, VMS-agnostic service provider, Pinnacle Group delivers scalable workforce solutions globally, ensuring cost savings, attrition reduction, and compliance for its clients. With a strong focus on strategic services, Pinnacle has partnered with Fortune 500 companies to optimize their workforce management, achieving 100% supplier payment accuracy. The company is Latina-owned and is recognized for its commitment to supplier diversity and innovative workforce strategies.

📋 Description

• Lead discovery sessions with client Finance, Accounts Payable, Procurement, Tax, and other stakeholders to gather and document financial requirements for new MSP/VMS implementations • Design end-to-end financial operating models covering time and expense processing, rate and markup structures, purchase orders and funding, cost allocation, invoicing, supplier payments, fees, credits and adjustments, accruals, tax, currency, reconciliation, and financial reporting • Translate financial and commercial requirements into VMS configuration requirements and functional specifications • Partner with VMS, Technology, and client teams to design and validate financial workflows, rate structures, markups, fees, taxes, accounting dimensions, invoice formats, and payment terms • Define and support integrations between VMS and ERP, accounts payable, procurement, timekeeping, and financial reporting systems • Own the Finance workstream for system integration testing, user acceptance testing, and end-to-end financial testing • Develop and execute test scenarios and validate transactions through client invoicing, supplier payment, and ERP/financial reconciliation • Ensure financial defects and reconciliation issues are resolved before production launch • Design future-state AR, AP, billing, reconciliation, reporting, and financial exception-management processes • Develop SOPs, controls, roles and responsibilities, escalation procedures, and financial KPIs • Train Finance and Operations team members and prepare them for go-live • Lead financial cutover, initial billing-cycle validation, and post-go-live hypercare • Ensure successful transition from implementation to steady-state Finance and MSP Operations teams • Align implemented financial solutions with client contracts, supplier agreements, commercial requirements, and financial controls • Identify financial risks, process gaps, and downstream impacts and drive resolution • Establish controls for invoice accuracy, billing timeliness, reconciliation, aging, supplier payments, and financial exceptions • Develop functional knowledge of Pinnacle's financial technology ecosystem and leading VMS platforms • Manage Finance workstream milestones, dependencies, risks, issues, and readiness activities • Represent Finance in client implementation meetings and design workshops • Coordinate activities across client, Pinnacle, technology, VMS partner, supplier, and implementation teams • Support special projects and continuous improvement initiatives as required

🎯 Requirements

• 5+ years of experience in MSP, VMS, contingent workforce, staffing, workforce solutions, or related financial implementation environments • Demonstrated experience designing and implementing financial processes for complex programs • Strong understanding of the contingent workforce financial lifecycle, including time and expense, rate cards, markups, MSP/VMS fees, purchase orders, client invoicing, supplier payments, credits/adjustments, accruals, and reconciliation • 3+ years of experience leading financial systems implementations, solution design, requirements gathering, testing/UAT, integrations, and go-live activities • Experience with leading VMS platforms such as SAP Fieldglass, Beeline, Workday VNDLY, or similar platforms strongly preferred • Experience integrating VMS solutions with ERP, AP, procurement, and financial systems such as SAP, Oracle, Workday, or similar platforms preferred • Bachelor's degree in Finance, Accounting, Business, Information Systems, or related discipline preferred, or equivalent relevant MSP/VMS industry experience • Proven ability to work with a high degree of accuracy and attention to detail • Ability to work in a fast-paced, deadline-driven environment • Willingness to work 40 to 50 hours per week when needed on projects

🏖️ Benefits

• General expectation of 40 to 50 hrs per week • Opportunity to work for a leading workforce solutions company • Opportunity to make a difference through work connecting people with opportunity

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