Finance Implementation Lead

Pinnacle Group, Inc.

. Lead discovery sessions with client Finance, Accounts Payable, Procurement, Tax, and other stakeholders to gather and document financial requirements for new MSP/VMS implementations .

Posted 9/16/2026full-timeRemote • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in designing and implementing financial processes within MSP/VMS environments, with a strong focus on integration with ERP systems and financial reporting. Proven ability to lead cross-functional teams and manage complex financial workflows, ensuring accuracy and compliance throughout the project lifecycle.

Highest-signal resume keywords

MSP/VMS ImplementationFinancial Process DesignERP IntegrationTesting and UATContingent Workforce Financial Lifecycle

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingCost AllocationInvoicingSupplier PaymentsAccrualsReconciliationRate StructuresMarkup StructuresPurchase OrdersFinancial KPIs

Soft Skills

Attention to DetailProblem-SolvingCollaborationCommunicationLeadership

Tools & Technologies

SAP FieldglassBeelineWorkday VNDLYSAPOracle

Industry Keywords

Contingent WorkforceStaffing SolutionsWorkforce SolutionsFinancial ControlsImplementation Testing

Tech Stack

Tools & technologies

ERPOracle

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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