Director, Financial Operations

C1 • Plano, TX

5h • $155,000 - $185,000 • Onsite

About The Position

The Director, Financial Operations works closely with the VP, Corporate Controller and cross-functional leaders to develop and execute the Company’s end-to-end financial operations strategy and is responsible for the order-to-revenue governance. This role leads the teams, processes, systems, and internal controls supporting order booking, order processing, SKU management, and revenue recognition. The position ensures customer orders are accurately structured, validated, booked, processed, and translated into timely and accurate financial results in accordance with Generally Accepted Accounting Principles, including ASC 606. The Director partners with Sales, Finance, Operations, Legal, IT, and Field personnel to resolve complex transactions, improve data quality, standardize workflows, and scale operations to support organic growth, new solutions, and acquisitions. The role also provides leadership over operational performance, policy governance, process improvement, and the design and refinement of controls across the order-to-revenue lifecycle.

Requirements

• 10+ years of progressive experience in financial operations, order management, revenue accounting, or a related finance function, including leadership experience in the IT services industry
• Undergraduate degree in Accounting, Finance, Business, or a related field
• Strong knowledge of end-to-end order-to-revenue processes, including order booking, order processing, product and service master data, billing readiness, and revenue recognition
• Working knowledge of ASC 606, including identifying performance obligations in multi-solution agreements, allocating transaction price, assessing gross-versus-net presentation, accounting for Cloud-based and SaaS solutions, and evaluating costs to fulfill and costs to acquire
• Experience with SKU governance, master data management, enterprise resource planning and configure-price-quote systems, and financial systems and process implementations
• Demonstrated ability to design scalable processes, establish operational metrics, strengthen internal controls, and lead cross-functional improvement initiatives
• Excellent written and verbal communication skills, with the ability to explain complex operational and accounting matters to diverse audiences
• Detail-oriented leader with experience building, developing, and managing high-performing teams
• Ability to manage multiple priorities, make sound decisions, and operate effectively in a fast-paced, evolving environment

Nice To Haves

• Certified Public Accountant or other relevant professional certification
• Master’s degree
• Experience leading order-to-cash transformation, automation, or enterprise system implementation initiatives

Responsibilities

• Leads the overall strategy, organization, tools, internal controls, and infrastructure for Financial Operations to support the Company’s growth objectives
• Oversees the end-to-end order booking and order processing lifecycle, including order validation, contract and pricing review, system entry, approvals, issue resolution, backlog management, and timely handoff to billing and revenue teams
• Establishes and monitors booking policies and controls to ensure orders are complete, accurate, authorized, and aligned with contractual terms, accounting requirements, and Company policy
• Owns SKU management and governance, including SKU creation, maintenance, rationalization, product hierarchy, pricing attributes, revenue and cost mappings, and coordination of new product and service launches
• Partners with Sales, Sales Operations, Product, Legal, IT, Finance, and Field personnel to resolve order, pricing, SKU, and contract issues and improve first-time-right processing
• Reviews and assesses complex customer arrangements for appropriate revenue recognition under ASC 606 and serves as the primary escalation point for revenue accounting matters
• Ensures revenue is recognized completely, accurately, and timely, including the identification of performance obligations, allocation of transaction price, gross-versus-net assessments, and accounting for contract modifications
• Prepares and/or reviews accounting memoranda supporting the Company’s conclusions for material and complex revenue arrangements
• Develops operational metrics and reporting for booking accuracy, processing cycle time, backlog, exception rates, SKU quality, billing readiness, revenue close, and other key performance indicators
• Standardizes and simplifies processes across the Company’s solutions and revenue streams, using automation and system enhancements to improve scalability, data integrity, and the customer experience
• Leads the assessment, design, implementation, and ongoing monitoring of internal controls across the order-to-revenue lifecycle
• Trains and develops Financial Operations personnel and provides guidance to cross-functional stakeholders on booking, order processing, SKU governance, and revenue recognition requirements
• Supports financial due diligence for acquisitions and leads the integration of acquired order management, SKU, and revenue recognition processes
• Maintains current policies and procedures as the Company, its offerings, and its revenue streams evolve organically and through acquisitions
• Owns month-end and quarter-end operational readiness for bookings, billing, deferred revenue, unbilled revenue, contract assets and liabilities, and related reconciliations
• Coordinates system and master-data changes with IT and business stakeholders and participates in testing, implementation, and post-launch support
• Reviews service-level performance, identifies root causes of exceptions, and drives corrective action and continuous improvement
• Supports internal and external audits and provides documentation related to bookings, order processing, SKU governance, revenue recognition, and associated controls

Benefits

• 401(k) Plan (35% employer match per dollar up to 10% employee contribution)
• Medical Coverage (3 platforms: UnitedHealthcare, Reference Based Pricing includes member advocacy; and Kaiser)
• RX Home Delivery
• HSA with Employer Contribution
• In-vitro Fertility (treatment coverage)
• Dental
• Vision (2 plans: 12-month and 24-month frames allowance)
• FSA Plans (Healthcare, Dependent Care and Limited Purpose)
• Pre-tax Commuter Plans
• Employer-paid Life Insurance
• Employer-paid Short + Term Disability
• Long Term Disability (2 plans: Employer-paid or optional Self-paid)
• Paid Parental Leave (4 weeks at 100%)
• Employee Assistance Plan
• Voluntary Life Insurance for team member, spouse and child
• Voluntary Accidental Death for team member and spouse
• Legal/ID Theft Plans
• TeleHealth
• Wellness via Omada Health (healthy living solution)
• Travel Assistance
• Business Travel Accident Coverage
• Medical for foreign travel coverage
• Employer-paid Pet Telehealth
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Volunteer Time Off
• 10 Holidays
• Summer Sizzle
• On Demand Pay (Daily Pay)

What This Job Offers

• Job Type: Full-time
• Career Level: Director