Director, Financial Operations

Care Access

56d•$130,000 - $180,000•Remote

About The Position

The Director of Financial Operations is a strategic and operational leadership role responsible for overseeing and optimizing the core financial processes that drive organizational performance. This position leads all aspects of financial operations, including Accounts Payable (AP), Accounts Receivable (AR), and Revenue Operations, ensuring alignment with business objectives, regulatory compliance, and financial integrity. The Director partners closely with executive leadership, finance and accounting teams, and cross-functional stakeholders to deliver robust financial systems, data-driven insights, and scalable operational excellence.

Requirements

Deep understanding of Accounts Payable (AP), Accounts Receivable (AR), and Revenue Operations, including billing, collections, disbursements, and revenue recognition principles.
Proven experience designing and managing scalable financial workflows, including process documentation, internal controls, and compliance protocols.
Proficient in leveraging ERP platforms (e.g., NetSuite, SAP, Oracle) to drive operational efficiency, reporting, and integration across departments.
Familiarity with financial automation tools, billing systems, and workflow platforms to improve accuracy, reduce manual tasks, and support growth.
Strong command of cash flow forecasting, working capital optimization, and best practices for managing payment cycles and collections.
Ability to balance liquidity needs with operational demands and vendor/customer relationship considerations
Demonstrated success in building and leading high-performing teams, with a focus on empowerment, accountability, and professional growth.
Skilled in resource planning, goal setting, and performance management to drive alignment and efficiency.
Strong ability to partner with internal teams including Sales, Procurement, Legal, and Accounting to ensure financial operations are aligned with business goals and contractual obligations.
Experienced in leading cross-functional initiatives that require operational insight, change management, and clear communication.
Exceptional analytical skills to assess financial performance, identify trends, and make data-driven decisions.
Process-minded with a passion for continuous improvement, capable of identifying operational bottlenecks and implementing sustainable solutions.
Excellent communication skills, with the ability to present operational insights to executive leadership and articulate complex processes clearly to non-financial stakeholders.
Strong business acumen and the ability to influence strategic decisions by translating operational metrics into organizational impact.
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Minimum of 8 years of progressive experience in financial operations, including 3–5 years in a leadership role overseeing Accounts Payable (AP), Accounts Receivable (AR), and/or Revenue Operations.
Demonstrated expertise in managing transactional finance functions, including billing, collections, cash application, AP, and AR.
Strong understanding of financial operations processes, internal controls, compliance requirements, and policy implementation.
Hands-on experience with ERP systems such as NetSuite, SAP, Workday, or Oracle, and tools supporting billing, collections, or process automation.
Proven ability to lead and develop high-performing teams, manage workloads, and foster a culture of continuous improvement.
Exceptional analytical, organizational, and problem-solving skills with a focus on operational accuracy and efficiency.
Excellent communication and collaboration abilities, with experience working cross-functionally across Finance, Sales, Procurement, and IT.

Nice To Haves

Certified Public Accountant (CPA) preferred, candidates with significant experience in financial operations leadership will be considered without certification.
Proven track record in a senior financial operations leadership role, with direct accountability for Accounts Payable, Accounts Receivable, and/or Revenue operations.
Demonstrated success in building and scaling financial operations within high-growth or dynamic environments.
Experience leading ERP system implementations or major financial technology upgrades, with a focus on automation and cross-functional integration.
Familiarity with global operational finance, including centralized/shared service models, global payment structures, and cross-border transaction workflows.
Experience implementing or optimizing a Purchase Order (PO) process, ensuring alignment with procurement, budget controls, and financial reporting.
Deep knowledge of end-to-end order-to-cash and procure-to-pay processes, including internal controls, performance metrics, and policy development.
Exposure to M&A activities, including operational due diligence, post-acquisition integration, or financial process harmonization.
Comfortable working in data-rich environments, with the ability to lead teams in analytics, reporting, and KPI development to support decision-making.

Responsibilities

Oversee and Optimize Financial Transactional Operations (AP, AR, Revenue)
Drive efficiency and accuracy across invoicing, collections, payment processing, and revenue workflows through system enhancements and policy enforcement.
Drive Process Improvement and Financial Automation
Lead initiatives to streamline financial operations using ERP tools and automation, reducing manual effort and minimizing errors.
Identify and implement best practices to improve workflow efficiency and scalability across transactional functions.
Manage and Enhance Financial Systems and Reporting
Manage and optimize financial systems to support real-time visibility and robust reporting on operational performance and cash flow.
Ensure accurate data capture and financial integration across systems to support month-end close and audits.
Lead and Develop the Financial Operations Team
Build, lead, and mentor a team of financial operations professionals with clear goals, accountability, and career development pathways.
Foster a culture of collaboration, ownership, and continuous improvement within the team.
Collaborate Across Functions to Align Financial Process
Serve as the key liaison between Finance and departments such as Sales, Legal, Supply Chain, and Operations to align financial processes with business activities.
Partner with Accounting and FP&A teams to ensure seamless integration between operational finance and broader financial planningEnsure adherence to regulatory standards, internal controls, and audit requirements across all financial operations.
Optimize cash flow by improving collections, managing vendor payments, and maintaining liquidity.
Provide insights to support budgeting, forecasting, and financial planning efforts.
Partner with cross-functional stakeholders to support and enhance the end-to-end vendor management process, including onboarding, compliance, data integrity, and issue resolution.
Ensure adherence to regulatory standards, internal controls, and audit requirements across all financial operations.
Optimize cash flow by improving collections, managing vendor payments, and maintaining liquidity.
Provide insights to support budgeting, forecasting, and financial planning efforts.
Partner with cross-functional stakeholders to support and enhance the end-to-end vendor management process, including onboarding, compliance, data integrity, and issue resolution.