MSP/VMS Finance Implementation Lead

Pinnacle Group, Inc.; Town of Texas (WI); On-site; USD 100,000 - 150,000; Full time

Job summary

Pinnacle Group seeks a Finance Lead for MSP/VMS implementations. You will lead discovery with client Finance, AP, Procurement to document financial requirements and design end-to-end financial operating models including time/expense, invoicing, tax, currency, and reporting.

You will own SIT/UAT testing and manage go-live handover to Finance and MSP Operations. Ideal candidates have 5+ years in MSP/VMS financial implementations, strong knowledge of the contingent workforce lifecycle, and hands-on

Qualifications

• 5+ years in MSP, VMS, contingent workforce, staffing, or related financial implementation environments with demonstrated experience designing and implementing financial processes for complex programs.
• Strong understanding of the contingent workforce financial lifecycle, including time and expense, rate cards, MSP/VMS fees, purchase orders, invoicing, supplier payments, credits/adjustments, accruals, and reconciliation.
• 3+ years 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 MSP/VMS industry experience.

Responsibilities

• Lead discovery sessions with client Finance, Accounts Payable, Procurement, Tax, and other stakeholders to gather and document financial requirements for MSP/VMS implementations.
• Design end-to-end financial operating model including time and expense processing, rate and markup structures, purchase orders and funding, client invoicing, supplier invoicing/payments, taxes, currency, reconciliation, and reporting.
• Translate requirements into VMS configuration specs and validate financial workflows, rate structures, fees, and payment terms.
• Own the Finance workstream for SIT/UAT and end-to-end financial testing, including scenarios for invoicing and ERP reconciliation.
• Develop SOPs, controls, KPIs, and lead go-live handover to Finance and MSP Operations.
• Ensure solution governance aligns with contracts, supplier agreements, and financial controls; identify risks and drive resolution.
• Develop strong knowledge of Pinnacle's financial tech ecosystem and VMS platform dependencies.
• Coordinate milestones, risks, issues, and readiness activities across Client Finance, MSP Ops, Technology, and vendors.

Skills

MSP/VMS domain knowledge

Financial lifecycle expertise

Project/Stakeholder management

ERP integration experience

VMS platform experience

Education

Bachelor's degree in Finance / Accounting / Business or related MSP/VMS experience

Tools

SAP Fieldglass

Beeline

Workday VNDLY

SAP ERP

Oracle ERP

Workday

Job description

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. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us.

Job Summary

Client Financial Requirements Solutioning & Design

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 the end-to-end financial operating model including time and expense processing, rate and markup structures, purchase orders and funding, cost allocation, client invoicing, supplier invoicing/payment, MSP/VMS fees, credits and adjustments, accruals, tax, currency, reconciliation, and financial reporting. Serve as the Finance SME responsible for translating client requirements into scalable MSP/VMS financial solutions and adopting Pinnacle best practices where appropriate.

VMS Financial Configuration & Systems Integration

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 the VMS and client/Pinnacle ERP, AP, procurement, timekeeping, and financial reporting systems.

Financial Testing, Reconciliation & Implementation Readiness

Own the Finance workstream for system integration testing (SIT), user acceptance testing (UAT), and end-to-end financial testing. Develop and execute test scenarios covering time and expense, rates, markups, fees, invoicing, supplier payments, credits, adjustments, and financial exceptions. Validate transactions from approved time/expense through client invoice, supplier payment, and ERP/financial reconciliation. Ensure financial defects and reconciliation issues are resolved prior to production launch

Design of Steady-State Financial Operations & Handover

Design future-state AR, AP, billing, reconciliation, reporting, and financial exception-management processes utilizing Pinnacle best practices. Develop SOPs, controls, roles and responsibilities, escalation procedures, and financial KPIs. Ensure Finance and Operations team members are appropriately trained and prepared for go-live. Lead financial cutover, initial billing-cycle validation, and post-go-live hypercare, and ensure a successful transition from implementation to the steady-state Finance and MSP Operations teams.

Financial Solution Governance & Controls

Ensure the implemented financial solution aligns with client contracts, supplier agreements, Pinnacle commercial requirements, and established financial controls. Identify financial risks, process gaps, and downstream impacts throughout implementation and drive resolution. Establish controls for invoice accuracy, billing timeliness, reconciliation, aging, supplier payments, and financial exceptions.

Technology Footprint

Develop strong functional knowledge of Pinnacle's financial technology ecosystem and leading VMS platforms. Understand system capabilities and dependencies across VMS, ERP, AP, procurement, timekeeping, invoicing, and reporting platforms and apply this knowledge when designing client financial solutions.

Project & Stakeholder Management

Manage Finance workstream milestones, dependencies, risks, issues, and readiness activities. Represent Finance in client implementation meetings and design workshops and coordinate activities across Client Finance/AP, Procurement, Pinnacle Finance, MSP Operations, Technology, VMS partners, suppliers, and implementation teams. Support special projects and continuous improvement initiatives as required.

Qualifications

• 5+ years of experience in MSP, VMS, contingent workforce, staffing, workforce solutions, or related financial implementation environments, with 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.

Working Conditions

• Fast-paced; deadline driven environment – can be long hours on projects when needed – general expectation is 40 to 50 hrs per week
• High-performance expectation environment where processes/technology are rapidly changing/upgrading
• Proven ability to work with a high degree of accuracy and attention to detail