MSP/VMS Finance Implementation Lead

Pinnacle Group, Inc.; United States; Remote; USD 150,000 - 190,000; Full time

Job summary

Pinnacle Group seeks an experienced MSP/VMS Finance Implementation Lead to own the financial workstream for new MSP/VMS deployments. This role translates client financial requirements into scalable MSP/VMS configurations and end-to-end processes, partnering across Finance, Procurement, HR, Technology, and suppliers.

The position demands expertise in time/expense processing, invoicing, supplier payments, and financial reporting, with hands-on SIT/UAT and go-live execution.

Qualifications

• 5+ years in MSP, VMS, contingent workforce, or related financial implementations.
• Experience designing financial processes for complex programs.
• Strong understanding of time & expense, rate cards, fees, invoicing, and reconciliation.
• Experience leading financial systems implementations and testing/UAT.
• Experience with leading VMS platforms (SAP Fieldglass, Beeline, Workday VNDLY) strongly preferred.

Responsibilities

• Lead financial requirements discovery and design for new MSP/VMS implementations.
• Design end-to-end financial operating model, including invoicing, payments, and reporting.
• Own finance workstream for SIT/UAT and end-to-end financial testing and validation.
• Lead steady-state financial operations design and handover to MSP Operations.
• Governance and controls to align with contracts and financial policies.

Skills

MSP/VMS lifecycle

Finance lifecycle

Stakeholder management

SIT/UAT testing

Go-live execution

Education

Bachelor's degree or equivalent MSP/VMS experience

Tools

SAP Fieldglass

Beeline

Workday VNDLY

ERP integrations (SAP/Oracle/Workday)

Job description

MSP/VMS Finance Implementation Lead – Pinnacle Group

100% Remote (EST or CST)

Basic Function of Position

• Pinnacle Group is seeking an experienced MSP/VMS Finance Implementation Lead to own the financial workstream for new Managed Service Provider (MSP) and Vendor Management System (VMS) implementations, expansions, and transformations.
• This role serves as the primary finance subject matter expert throughout implementation and is responsible for translating client commercial and financial requirements into scalable operational processes and VMS configurations.
• The Finance Implementation Lead will partner closely with Client Finance/AP, Procurement, HR, Technology, VMS partners, Pinnacle implementation teams, program operations, suppliers, and internal Finance teams to design and implement the complete financial lifecycle of an MSP/VMS program, from time and expense capture through client invoicing, supplier payment, reconciliation, and financial reporting.
• This individual should understand not only how invoicing works, but how the financial architecture of a contingent workforce program should be designed.

Major Duties and Responsibilities

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.
• 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.
• 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.
• 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.