Finance Business Partner

About the job

Job Summary Accounts Receivable Management • Manage the AR lifecycle: invoicing, collections, reconciliations, dispute resolution, and aging analysis. • Monitor incoming client payments, timely client payment application and timely creation of settlement reconciliation to process client’s supplier payments with AP support, while ensuring 100% client on-time supplier payment SLA. • Ensure accurate and timely billing, resolving client exceptions quickly. • Oversee cash application processes, ensuring accuracy and timeliness • Monitor client PO balances, workflow, etc. as needed based on client requirements • Monitor receivables aging and work closely with client and PMO for collections and supplier payment inquiry resolution. • Partner with AP and Treasury to align receivables with cash flow and payment schedules and settlement scheduling. • Manage client and supplier volume rebates on a quarterly basis. • Onboard and integrate new customers into Pinnacle’s AR framework and systems. • Manage and mentor AR team members, managing workloads and development. • Monitor AR KPIs (on-time billing, on-time client payment app, on-time supplier payments SLA, ticket response and resolution SLAs etc) and report to leadership. • Maintain compliance with internal controls, ensuring audit readiness. • Standardize AR policies, procedures, and playbooks across programs. • Drive continuous improvement projects to streamline AR 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 AR-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 AR reporting and insights to business leaders, highlighting risks and opportunities. • Support onboarding of new client programs with AR guidance (billing FAQs, invoicing packages, financial playbooks). • Translate AR performance into business impacts, supporting client relationship management and 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 • Manage AR modules in Workday and collaborate on systems integration and functional enhancements. • Review testing outcomes for updates and approve AR-related production pushes. • Contribute to the technological roadmap for AR operational improvements.

Requirements

• Accounts Receivable
• Financial Management
• Client Relations
• Team Leadership
• Financial Analysis

Qualifications

• Bachelor’s degree in accounting, Finance, Business, or related field.
• Minimum 5 years of management experience in Accounts Receivable or related financial operations.

Preferred Technologies

• Accounts Receivable
• Financial Management
• Client Relations
• Team Leadership
• Financial Analysis

About the company

Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work.