Financial Controller

Position Overview:

Spencer Thomas Group (STG) is currently looking to add to our team under our Global Operations group.

This is a Financial Controller role responsible for owning the day-to-day financial operations of the back office—billing, accounts receivable, and client financial management across US and international placements. The role sits in Operations reporting to the VP of Operations and partners with Leadership, Sales, and Account Management across teams.

STG places consultants across a range of engagement types—hourly, fixed-fee, permanent placement, and international assignments. This role requires someone comfortable navigating complex billing scenarios: advanced billing where clients prepay against future hours, mid-engagement rate changes, credit adjustments, manual invoice modifications, and multi-portal submission requirements.

You will have a structured onboarding period with overlap from the current Back Office Manager to ensure a smooth transition of financial responsibilities.

Responsibilities:

Billing & Invoicing:

• Manage bi-weekly and monthly invoicing for US and International placements (hourly, fixed-fee, and permanent)
• Submit invoices through client-specific portals per individual client requirements and deadlines
• Manage and maintain access to all client billing portals
• Handle complex billing scenarios including advanced billing, credit adjustments, rate changes, and manual modifications
• Coordinate with Account Managers and Sales on billing discrepancies or special arrangements

Accounts Receivable:

• Reconcile incoming payments against invoices
• Create credit memos in Salesforce and QuickBooks
• Send payment reminders and account statements to clients
• Maintain AR aging reports and flag overdue accounts
• Partner with Leadership to resolve escalated payment issues

Purchase Order Management:

• Oversee PO tracking; ensure sufficient funds prior to invoice submission
• Coordinate with Operations on day-to-day PO monitoring and Account Manager communications
• Proactively flag PO shortfalls before they block invoicing

Bookkeeping & Expense Management:

• Manage corporate card and reimbursement expense tracking
• Provide categorized expense data to bookkeeper monthly
• Support monthly review and correction process

Compliance & Year-End:

• Manage 1099 and W2 preparation and distribution
• Coordinate with HR on payroll-related year-end requirements
• Support audit preparation and documentation requests

Systems & Process:

• Serve as a power user of Salesforce, QuickBooks, and client portals
• Identify and implement process improvements to increase accuracy and reduce cycle time
• Maintain documentation for billing, AR, and financial workflows

Required Experience:

• 5+ years in billing, accounts receivable, or financial operations
• Proficiency with QuickBooks (Online or Desktop)
• Experience managing multiple billing cycles with varying client requirements
• Strong understanding of invoicing workflows, credit memos, and payment reconciliation
• Advanced Excel/spreadsheet skills
• Exceptional attention to detail; ability to manage competing deadlines
• Strong communication skills; comfortable working cross-functionally with operations, sales, and leadership

Preferred Experience:

• Staffing or professional services industry background
• Salesforce (billing/CRM)
• Certinia (formerly FinancialForce) or similar ERP
• Client portal invoice submission (e.g., Fieldglass, Beeline, IQNavigator)
• Payroll tax compliance (1099, W2, state registrations)
• Commission tracking systems (e.g., Qcommissions)

About Us:

Spencer Thomas Group (STG) is a Professional Services firm that delivers comprehensive business solutions worldwide. Whether it’s Global Payroll & Human Capital Management, Organizational Change Management, Enterprise Service Management, or Program and Project Management services, our human-centric methodology RightFIT delivers extraordinary Customer and Employee digital experiences that advances business priorities. For 25+ years, many of the world’s largest companies and best-known brands have chosen Spencer Thomas to guide them through their HCM journey. We are The HCM People.