Director, Documentation & Financial Process Excellence

TAGG Logistics/Hub Group•Oak Brook, IL

About The Position

The Director, Documentation & Financial Process Excellence provides strategic leadership for documentation management, invoice processing, and financial operations within Hub Group's Consolidation and Fulfillment Services (CFS) business. This role is responsible for driving operational excellence, process governance, and continuous improvement initiatives that enhance documentation compliance, optimize working capital performance, reduce revenue cycle delays, and improve customer satisfaction. Partnering closely with Operations, Billing, Finance, Collections, Customer Service, and Technology leaders, the Director develops scalable processes, performance standards, and automation strategies that improve efficiency, strengthen financial controls, mitigate operational risk, and support profitable growth across the CFS organization. The Director leads teams responsible for documentation and financial operations while fostering a culture of accountability, continuous improvement, and service excellence.

Requirements

Bachelor's degree in Business, Accounting, Finance, Supply Chain, Logistics, or related field required.
8+ years of experience in financial operations, documentation management, transportation operations, shared services, accounts payable, accounts receivable, or related functions.
5+ years of progressive leadership experience managing managers, supervisors, or large functional teams.
Strong knowledge of process improvement, financial controls, operational metrics, and business performance management.
Experience leading cross-functional projects and driving operational change initiatives.
Advanced Microsoft Excel and reporting capabilities, including large data analysis and performance reporting.
Strong business acumen with the ability to translate operational challenges into actionable solutions.
Excellent communication, stakeholder management, and leadership skills.

Nice To Haves

Transportation, logistics, or supply chain experience preferred.
Ability to travel periodically as business needs require.

Responsibilities

Lead the documentation, invoice processing, and financial operations functions for the assigned business unit, ensuring alignment with business objectives and customer requirements.
Develop and execute business unit strategies to improve documentation compliance, financial performance, operational efficiency, and customer service and identify areas for improvement through process discipline, automation, and standard work.
Partner with Billing, Operations and Finance to identify risks, remove operational barriers, and drive performance improvements.
Serve as the primary escalation point for complex documentation, billing, payment, and operational issues impacting financial results.
Establish goals, metrics, and performance standards for documentation management, invoice processing, unbilled revenue reduction, and aging performance.
Monitor key performance indicators, identify trends, and implement corrective actions to achieve business unit targets.
Lead continuous improvement initiatives to streamline workflows, eliminate process inefficiencies, and improve service levels.
Champion process standardization and automation opportunities within the business unit to improve productivity and scalability.
Ensure recommended process improvements are implemented and sustained.
Provide oversight of documentation-related financial metrics, including unbilled shipments, aging inventories, payment cycle performance, and backlog management.
Partner with Collections, Operations, and Finance teams to improve cash flow, reduce revenue delays, and resolve documentation-related payment issues.
Analyze documentation and payable trends and provide recommendations to business unit leadership to improve operational and financial performance.
Support business unit initiatives related to DPO, working capital optimization, and expense management.
Build strong relationships with Operations, Dispatch, Maintenance, Finance, Customer Service, Collections, and Information Technology teams.
Collaborate with internal stakeholders to ensure documentation and payment processes support operational objectives while maintaining appropriate controls.
Work closely with operational leaders to eliminate shipment documentation issues that impact customer billing and carrier payments.
Represent the function during customer discussions, audits, business reviews, and operational planning activities when necessary.
Lead and develop managers, supervisors, and team members responsible for documentation and financial operations activities.
Create a culture of accountability, urgency, continuous improvement, and customer focus.
Develop talent through coaching, succession planning, cross-training, and performance management.
Ensure organizational structure, staffing levels, and skill sets support current and future business needs.
Prepare and present performance metrics, business reviews, and improvement plans to business unit leadership.
Support acquisitions, new customer implementations, and operational growth initiatives as required.
Duties, responsibilities and activities may be assigned or changed from time to time.