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.

Qualifications

Education & Experience

• 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.
• Experience in the staffing industry or with Pay-When-Paid programs is a significant plus.
• Technical Skills
• Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, charts, data analysis).
• Familiarity with Beeline or other VMS systems.

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