Note: The job is a remote job and is open to candidates in USA. Tru Consulting is a growing organization seeking a Finance Operations Manager who will serve as a critical bridge between their outsourced accounting partner and internal business leaders. This role involves ensuring the accuracy and efficiency of finance operations while supporting reporting and forecasting to drive informed decision-making.
Responsibilities
- Serve as the primary day-to-day liaison with our outsourced accounting partner across AP/AR, general ledger management, and month-end close activities
- Review P&L reporting and financial statements; investigate discrepancies, and coordinate resolution efforts
- Coordinate and manage the month-end close process and calendar, ensuring timely completion of deliverables
- Manage vendor maintenance activities, including: W9 collection, certificates of insurance, banking information updates, and ACH setup or changes
- Resolve operational finance issues and support continuous improvement of accounting processes
- Own accounts receivable management, including aging review, customer follow-ups, and resolution of outstanding balances
- Partner with Delivery Operations to ensure accurate and timely client invoicing
- Monitor billing workflows and identify opportunities to improve collection cycles and cash flow
- Coordinate preparation of monthly, quarterly and annual financial reporting packages
- Support annual audit and tax preparation activities
- Assist in maintaining strong financial controls, documentation, and process consistency across the organization
- Maintain financial models supporting actuals, budget tracking and near-term forecasting
- Support KPI reporting and dashboard development for executive leadership
- Coordinate sales pipeline hygiene with the Market & Growth Strategy team in HubSpot and incorporate pipeline data into forecasting activities
- Assist in preparing board presentations and monthly, quarterly, and annual reporting packages
- Build and maintain SOPs across accounting and finance operations
- Identify opportunities to improve efficiency, reduce manual effort and create scalable processes
- Help establish operational discipline and consistency across recurring financial workflows
- Reduce on institutional knowledge through documentation and process standardization
Skills
- 5–7 years in accounting, finance, or a blended role
- Strong analytical and problem solving skills
- Advanced Excel capabilities with experience building and maintaining financial models and dashboards
- High attention to detail and commitment to accuracy
- Ability to balance multiple priorities in a fast-paced environment
- Strong communication skills with the ability to translate financial data into concise narratives for non-finance stakeholders
- Naturally curious and motivated to improve processes and systems
- Collaborative mindset with a willingness to support cross-functional teams
- Takes ownership and follows through on commitments
- Comfortable operating independently while knowing when to escalate issues
- Experience within a professional services, consulting, SaaS, or technology-enabled services environment
- Experience working in a PE-backed organization
- Experience coordinating with or managing an outsourced accounting function
- Exposure to project-based billing, revenue operations and AR management
- Experience supporting audit, tax preparation and financial reporting processes
Benefits
- Annual bonus opportunity
- Remote-first work environment (U.S.-based candidates only)
- Comprehensive benefits package
- Opportunity to grow alongside a rapidly scaling private equity-backed organization
Company Overview
Overview At Tru Consulting, we are a professional services firm focused on delivering innovative, client-centered solutions for the Higher Education and Public Sector industries. It was founded in 2019, and is headquartered in Broomfield, Colorado, USA, with a workforce of 51-200 employees. Its website is https://truedconsulting.com.