Director, Billing & Revenue Operations

Cohen & Co AdvisoryAkron, OH
5d$120,000 - $150,000Hybrid

About The Position

Looking to step into a high-impact leadership role within a complex professional services firm? As Director of Billing & Revenue Operations, you’ll own the firm’s end-to-end billing lifecycle, lead a centralized on-shore/off-shore delivery model, and partner closely with firm leadership and practice leaders to drive billing excellence, improve realization, and support scalable growth across a multi-office public accounting firm. Revenue Operations Leadership Lead the firm’s billing and revenue operations function, including: Centralized billing execution Revenue realization support Governance over billing-related policies and processes Establish firm-wide standards, controls, and performance expectations for billing and revenue operations Ensure alignment between engagement economics, billing execution, and financial reporting Centralized Billing Strategy & Execution Design, implement, and continuously improve the firm’s centralized billing operating model Ensure accurate and timely billing across all engagement types: Time & materials Fixed fee Retainers Milestone and progress billing Oversee unbilled WIP management, billing cycle times, and write-ups/write-downs Serve as the executive escalation point for complex, sensitive, or high-risk billing matters Off-Shore / Global Delivery Management Provide strategic oversight of off-shore billing and revenue operations teams Define operating models, SLAs, productivity benchmarks, and quality standards Partner with global delivery leadership on workforce planning, capacity management, and scalability Ensure effective time-zone coordination, governance, and escalation protocols Drive documentation, training, and knowledge transfer for off-shore teams Partner & Practice Engagement Act as a strategic advisor to engagement partners and practice leaders on: Billing strategy and execution Engagement economics and realization optimization Complex or non-standard billing arrangements Influence partner behavior through data-driven insights and consistent governance Support firm initiatives related to pricing models, engagement structures, and profitability Reporting, Analytics & Insights Develop and own billing and revenue operations dashboards and KPIs, including: Billing cycle time Unbilled WIP aging Realization and margin impact Write-ups/write-downs Offshore productivity and quality metrics Provide actionable insights to executive leadership and the partnership Use data and trend analysis to drive continuous improvement and strategic decisions Systems, Automation & Process Transformation Own billing and revenue operations processes within the firm’s practice management and ERP systems Lead system implementations, upgrades, and automation initiatives related to billing and revenue workflows Partner with IT, FP&A, and Global Delivery on scalable technology solutions Champion standardization, automation, and digitization across billing processes Governance, Risk & Controls Ensure strong internal controls over billing and revenue-related processes Support internal and external audits related to billing and revenue recognition Ensure compliance with GAAP, firm policies, engagement terms, and regulatory requirements Proactively identify and mitigate billing and revenue execution risks Leadership & Talent Development Build, lead, and develop high-performing on-shore and off-shore billing teams Establish clear accountability, performance metrics, and development pathways Foster a culture of quality, ownership, and continuous improvement Serve as a visible leader within the firm’s finance and operations organization

Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field
  • 12–15+ years of progressive experience in billing, revenue operations, or finance
  • Experience in public accounting or professional services required
  • Proven leadership of centralized billing models
  • Demonstrated experience managing off-shore or global delivery teams
  • Experience partnering with senior leadership and firm partners
  • Deep understanding of professional services billing and revenue models
  • Strong analytical and reporting skills; BI tools experience preferred
  • Strategic leadership with strong executive presence
  • Ability to influence and drive consistency in a partner-driven environment
  • Strong operational discipline and financial acumen
  • Excellent communication and stakeholder management skills
  • Change leadership and process transformation mindset
  • Global leadership and cross-cultural effectiveness

Nice To Haves

  • CPA certification preferred but not required
  • Experience with Workday preferred

Responsibilities

  • Lead the firm’s billing and revenue operations function
  • Design, implement, and continuously improve the firm’s centralized billing operating model
  • Provide strategic oversight of off-shore billing and revenue operations teams
  • Act as a strategic advisor to engagement partners and practice leaders
  • Develop and own billing and revenue operations dashboards and KPIs
  • Own billing and revenue operations processes within the firm’s practice management and ERP systems
  • Ensure strong internal controls over billing and revenue-related processes
  • Build, lead, and develop high-performing on-shore and off-shore billing teams

Benefits

  • time off outside of your standard PTO to give back to the community
  • annual discretionary merit increases and bonuses
  • talent development resources to tap into growth opportunities
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service