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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own execution of recurring billing operations: invoice setup/maintenance, schedule integrity, and coordination of monthly/quarterly review cycles.
- Coordinate billing corrections and credits logistics; prepare documentation and recommendations; escalate policy/exception decisions as required.
- Maintain job role and manager assignment integrity in Practice Engine and related billing systems; coordinate bulk cleanups and ongoing updates.
- Develop and maintain operational guardrails, SOPs, and runbooks for finance operations processes; train team members and ensure consistent application.
- Manage data quality across reporting layers (Power BI outputs, dashboards, extracts) and reconcile variances prior to leadership reliance.
- Support the annual budget cycle and in-year forecasting: validate personnel / requisition linkage, support bottoms-up assumptions, and coordinate updates with FP&A.
- Triage and manage finance-operations requests via ticketing / shared inboxes; delegate appropriately to offshore/onshore resources and track closure.
- Monitor and report KPIs: billing timeliness, exception volume, data-quality defect rate, and cycle times; drive continuous improvement and automation.
- Coordinate cost-center approvals and finance operations vendor invoice workflows when delegated; ensure proper coding and routing.
Requirements
What you’ll need- 5+ years in finance operations, billing operations, revenue operations, or accounting/controllership within a professional services or recurring-revenue environment.
- Demonstrated experience with time & billing systems and operational finance workflows; strong process-control mindset.
- Advanced Excel skills; working knowledge of Power BI/reporting outputs; ability to reconcile across systems.
- Experience with Workday and/or Workday Adaptive Planning strongly preferred (or comparable ERP/planning platforms).
- Proven ability to lead cross-functional stakeholders, set expectations, and drive closure in a high-volume environment.
- Comfortable designing SOPs, defining controls, and improving processes through automation and standardization.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billing operationsfinance operationsrevenue operationsaccountingdata quality managementExcelPower BISOP developmentprocess automationfinancial forecasting
Soft Skills
cross-functional leadershipprocess controlcommunicationdelegationproblem-solvingcontinuous improvementtrainingcoordinationexpectation settinghigh-volume management