Role Description 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 needed 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 - 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. Requirements - 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.

Role Description Bullpen Talent is supporting a fast-growing, venture-backed AI software company headquartered in San Francisco. The company is scaling quickly and building a global network of finance professionals across investment banking, private equity, corporate finance, FP&A, credit, debt, quant, and other financial modeling disciplines. We are hiring two part-time finance professionals to help review financial modeling take-home exercises and conduct final-round technical interviews with candidates. This is not a heavy model-building role. The primary work is reviewing models, evaluating candidate work, conducting interviews, and helping maintain a high technical bar. What You’ll Do - Review financial modeling take-home exercises submitted by candidates. - Conduct final-round technical interviews with finance candidates. - Evaluate candidates’ modeling logic, Excel structure, assumptions, and analytical reasoning. - Review answer keys and identify where models are correct, incomplete, or wrong. - Explain candidate strengths and weaknesses clearly to the client team. - Help assess candidates across finance areas such as DCF, FP&A, LBO, credit, debt, quant, portfolio analysis, and bond/fixed income modeling. - Support hiring operations, candidate evaluation, and process improvement as needed. Qualifications - Profile 1: Broader corporate finance / IB / PE background - Investment banking - Private equity - Corporate finance - FP&A - Valuation - LBO / DCF / operating models - Profile 2: Debt / credit / quant background - Credit analysis - Debt capacity - Covenants - Fixed income / bond pricing - Quantitative finance - Portfolio analysis - Structured finance or risk modeling Requirements - Strong financial modeling background. - Experience reviewing, building, or evaluating Excel-based financial models. - Excellent spoken and written English. - Strong communication skills and professional presence on candidate calls. - Comfortable conducting live interviews with candidates. - Detail-oriented and able to explain technical feedback clearly. - Interest in finance-related recruiting operations, interviewing, and candidate evaluation. - Familiarity with US GAAP is helpful. Working Hours - Remote. - Part-time, approximately 15–20 hours per week. - Flexible schedule, but this role includes live candidate interviews across India, South Asia, and Latin America. - Must be comfortable with time zone flexibility. - Some coordination with a U.S.-based client team is also required.

• Provide operational financial support for assigned business cases and/or respective workstreams. • Lead teams using the financial improvement methodology of Define, Validate, Approve, Track, Report. • Maintain processes that continuously identify opportunities for revenue enhancement, cost reduction, and process improvements. • Collaborate with financial planning and analytics and business/finance partners teams. • Provide accurate financial performance reporting from financial tracking tools.

Role Description As a Lead Workday Analyst – Financials & Projects, you'll serve as the senior functional and technical authority responsible for owning the strategic roadmap, solution architecture, and continuous evolution of Workday Financials and Projects, with a focus on the Professional Services Automation (PSA) capabilities – Projects, Project Billing, and Customer Accounts. You will partner directly with senior business leaders and IT to shape how Workday capabilities support long-term organizational strategy, while mentoring and developing other members of the Workday team. Reporting to the Senior Director, Workday Financials & Projects, this is a high-impact role for an experienced Workday professional who can operate as a solution architect, lead complex initiatives independently, influence senior stakeholders, and grow the capability of the broader team. To thrive in this role, you'll be comfortable taking ownership of the following responsibilities: - Strategic Roadmap Ownership & Solution Architecture - Own and drive the strategic roadmap for Workday Projects (PSA) including Project Budgets, Billing, Invoicing and the Contract-to-Cash lifecycle, aligning system design decisions with long-term organizational goals. - Serve as solution architect, designing end-to-end Workday configurations that scale across complex, cross-functional business processes. - Lead product roadmap planning and backlog prioritization discussions with senior stakeholders, translating business strategy into technical direction and sequencing. - Maintain deep, forward-looking knowledge of Workday release cycles and PSA-specific innovations, proactively shaping the enhancement pipeline. - Serve as the escalation point for the most complex system issues, guiding root-cause analysis and long-term remediation strategy. - Evaluate the downstream architectural impact of configuration changes across integrated modules and third-party systems. - Team Leadership, Mentorship & Cross-Functional Coordination - Mentor and develop junior and mid-level Workday analysts, providing technical guidance and coaching. - Lead complex, cross-functional projects end-to-end – owning scope, workplans, and delivery. - Represent Workday Financials & Projects in cross-departmental strategic planning, vendor management, and contract negotiation discussions. - Own change management strategy for major releases; direct the development of training programs, SOPs, and documentation standards. - Stakeholder Engagement & Advisory - Act as a trusted advisor to business and IT leadership, shaping how Workday capabilities support broader organizational strategy. - Proactively identify opportunities for innovation and efficiency, championing adoption of new Workday features and modules. - Define and monitor success metrics for product adoption, system health, and end-user satisfaction, reporting outcomes to leadership. Qualifications - Bachelor's degree in a related field or equivalent work experience. - 8+ years of Workday functional experience, with deep, hands-on expertise across Financials, Projects, and PSA-related capabilities (Project Billing, Customer Accounts). - Demonstrated experience acting as a solution architect, designing scalable, end-to-end Workday configurations across complex business processes. - Extensive expertise in the Workday security model, including advanced configuration and governance of security groups, domain policies, and business process security. - Proven track record owning a strategic roadmap and driving executive-level recommendations for system evolution. - Experience leading complex, cross-functional projects and managing vendor relationships at a strategic level. - Demonstrated experience mentoring, coaching, or developing other analysts or team members. - Excellent verbal and written communication skills, with demonstrated ability to influence senior leadership and business stakeholders. - Strong analytical skills, including the ability to evaluate backend system architecture, data mapping, and integration/microservice components. - Proficiency in MS Office (Word, Excel, PowerPoint, Visio) and familiarity with project and collaboration tools (e.g., Jira, Confluence, Smartsheet). - Extensive experience with 3rd party and vendor relationship management. - Proven track record driving operational business process transformation. Requirements - Workday Certified in multiple areas, such as: Financials, Projects, Project Billing, Contracts to Cash. - Workday Security certification or equivalent advanced security administration experience. - Significant experience in a professional services or project-based (PSA-centric) business environment. - Familiarity with Workday Extend, Prism Analytics, or Adaptive Planning. - Experience leading ERP implementations or large-scale system upgrades from a solution architecture perspective. Benefits - Compensation range: $160,000 - $185,000 USD in addition to an annual bonus, commensurate with experience, skills, and geographic location. - Remote work flexibility, with a preference for candidates located near Irvine, CA; Denver, CO; Little Rock, AR; or Calgary, AB.