Finance Operations Manager

🔥 23 minutes ago

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Tru Consulting

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💼 Consulting

🏛️ Government

💰 Private equity on 2024-10

Consulting • 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 — 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.

📋 Description

• Serve as the primary day-to-day liaison with our outsourced accounting partner across AP/AR, general ledger management, and month-end close activities. • Review P&L reporting and financial statements; investigate discrepancies, and coordinate resolution efforts • Coordinate and manage the month-end close process and calendar, ensuring timely completion of deliverables • Manage vendor maintenance activities, including: W9 collection, certificates of insurance, banking information updates, and ACH setup or changes • Resolve operational finance issues and support continuous improvement of accounting processes • Own accounts receivable management, including aging review, : customer follow-ups, , and resolution of outstanding balances. • Partner with Delivery Operations to ensure accurate and timely client invoicing • Monitor billing workflows and identify opportunities to improve collection cycles and cash flow. • Coordinate preparation of monthly, quarterly and annual financial reporting packages • Support annual audit and tax preparation activities • Assist in maintaining strong financial controls, documentation, and process consistency across the organization • Maintain financial models supporting actuals, budget tracking and near-term forecasting • Support KPI reporting and dashboard development for executive leadership • Coordinate sales pipeline hygiene with the Market & Growth Strategy team in HubSpot and incorporate pipeline data into forecasting activities • Assist in preparing board presentations and monthly, quarterly, and annual reporting packages • Build and maintain SOPs across accounting and finance operations • Identify opportunities to improve efficiency, reduce manual effort and create scalable processes • Help establish operational discipline and consistency across recurring financial workflows • Reduce on institutional knowledge through documentation and process standardization.

🎯 Requirements

• 5–7 years in accounting, finance, or a blended role, • Experience within a professional services, consulting, SaaS, or technology-enabled services environment preferred • Experience working in a PE-backed organization strongly preferred • Experience coordinating with or managing an outsourced accounting function preferred • Exposure to project-based billing, revenue operations and AR management • Experience supporting audit,tax preparation and financial reporting processes