Director, Shared Services – Order to Cash

Advantage Sales & Marketing dba Advantage Solutions•Saint Louis, MO

4d•Remote

About The Position

Advantage Solutions is seeking a Director, Shared Services – Order to Cash to lead customer invoicing/billing and cash application operations within the Finance Shared Services organization of a global public company with approximately $3.5 billion in annual sales. Reporting to the Vice President, Finance Shared Services, the Director owns the day-to-day performance, controls, and continuous improvement of a high-volume, largely outsourced Order-to-Cash operation. The role leads three direct reports and provides functional oversight of approximately 120 teammates delivered through the third-party outsourcing provider, Genpact. The Director is accountable for billing accuracy and timeliness, cash application match rates, unapplied cash reduction, service levels, internal controls, and continued automation of the function, including SAP S/4HANA. The position partners closely with Sales/Commercial, Customer Operations, Treasury, FP&A, IT, and controllership leadership, and contributes to the Company's working-capital performance. It is responsible for provider governance, performance management, process improvement, technology and automation, team development, and maintaining an effective control environment across in-house and outsourced operations. The role is expected to travel 10–15% of the time. Work is performed primarily in an office environment. The position typically requires sitting for extended periods (66% or more of each day), hearing a telephone, entering data on a computer, and may require lifting up to 10 pounds. The job description notes that additional related responsibilities may be assigned and that reasonable accommodations will be provided as required by law.

Requirements

Bachelor’s degree.
10–12 years of experience in a relevant field.
Deep, hands-on expertise in Order-to-Cash processes, especially customer invoicing/billing and cash application, including invoice generation and delivery, credit memo processing, payment application, and exception and dispute resolution.
Experience managing outsourced/BPO delivery relationships at scale, including SLA and KPI monitoring, service reviews, escalation management, and vendor performance management across offshore delivery centers.
Strong working-capital acumen, including how billing timeliness, cash application accuracy, unapplied cash, and receivables aging relate to DSO and enterprise liquidity.
Technology and process-automation experience, including ERP Order-to-Cash processes and practical deployment of automation and AI to increase touchless invoicing and straight-through cash application.
Process-excellence capability and a track record of standardizing, simplifying, and continuously improving high-volume transactional processes.
Strong knowledge of internal controls, SOX 404, U.S. GAAP, and compliance, with the ability to maintain a robust control environment across in-house and outsourced operations.
Ability to build, develop, and motivate multi-location teams, including managing a substantial workforce through a third-party outsourcing partner.
Strong stakeholder management, influencing, and communication skills, including partnering with senior finance leadership, Sales/Commercial teams, and customers and working effectively in a matrixed environment.
Analytical and data fluency, including building KPI and scorecard frameworks and using dashboards and business-intelligence tools to manage performance and drive decisions.
Ability to perform essential functions in an office environment, including extended periods of sitting, hearing a telephone, and entering data on a computer; may need to lift up to 10 pounds.
Expected travel of 10–15%.

Nice To Haves

Advanced degree.
Experience in Finance/Accounting Operations, Shared Services, or Global Business Services.
Lean/Six Sigma orientation.

Responsibilities

Lead end-to-end customer invoicing and billing, including invoice generation and delivery, accuracy, credit memo processing, and customer-specific requirements, ensuring complete, accurate, and timely billing across automated and manual workflows.
Lead cash application operations, ensuring customer payments are applied accurately and promptly and improving auto-match rates, reducing unapplied and unidentified cash, and resolving payment exceptions.
Govern the third-party outsourcing provider delivering most billing and cash application capacity, including SLA and KPI monitoring, service reviews, escalations, remediation, and issue resolution.
Drive the function's technology and automation agenda, including Order-to-Cash processes, billing and cash-application automation, and responsible adoption of AI to increase touchless invoicing and straight-through cash application.
Operate performance management through scorecards, dashboards, and operating reviews covering billing accuracy, billing cycle time, unapplied cash, receivables aging, service levels, and cost; identify and prioritize continuous-improvement opportunities.
Lead, coach, and develop three direct reports and provide functional oversight of approximately 120 teammates through the outsourcing partner; build capability and succession plans and foster a high-performance, customer-centric, continuous-improvement culture.
Maintain a strong internal control environment across in-house and outsourced operations, including compliance with Company policy, U.S. GAAP, and SOX 404 requirements, effective segregation of duties, and clean internal and external audit outcomes.
Partner with Sales/Commercial, Customer Operations, Treasury, FP&A, and IT to address upstream causes of billing and cash application exceptions and support customer onboarding, escalations, and dispute resolution.
Hire, retain, train, coach, guide, direct, and develop direct reports using company-wide processes, tools, and resources.
Delegate work and provide guidance, direction, and mentoring to indirect reports as appropriate.