Manager, CAS Operations
About The Position
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Operations Manager to join their dynamic team. The Manager, Finance Operations & Billing Integrity is responsible for executing and coordinating core CAS finance operations workflows within established financial and operational guardrails. This role serves as the primary liaison between segment partners, Operations, Technology, and Finance to ensure billing accuracy, data integrity, and alignment across teams. The Manager owns day-to-day execution and validation of finance operations processes, while leadership retains responsibility for financial interpretation, decision-making, and external-facing implications.
Requirements
- 5+ years in finance operations, billing operations, revenue operations, or accounting/controllership within a professional services or recurring-revenue environment.
- Demonstrated experience with time & billing systems and operational finance workflows; strong process-control mindset.
- Advanced Excel skills; working knowledge of Power BI/reporting outputs; ability to reconcile across systems.
- Proven ability to lead cross-functional stakeholders, set expectations, and drive closure in a high-volume environment.
- Comfortable designing SOPs, defining controls, and improving processes through automation and standardization.
Nice To Haves
- Experience with Workday and/or Workday Adaptive Planning strongly preferred (or comparable ERP/planning platforms).
Responsibilities
- Own execution of recurring billing operations: invoice setup/maintenance, schedule integrity, and coordination of monthly/quarterly review cycles.
- Coordinate billing corrections and credits logistics; prepare documentation and recommendations; escalate policy/exception decisions as required.
- Maintain job role and manager assignment integrity in Practice Engine and related billing systems; coordinate bulk cleanups and ongoing updates.
- Develop and maintain operational guardrails, SOPs, and runbooks for finance operations processes; train team members and ensure consistent application.
- Manage data quality across reporting layers (Power BI outputs, dashboards, extracts) and reconcile variances prior to leadership reliance.
- Support the annual budget cycle and in-year forecasting: validate personnel / requisition linkage, support bottoms-up assumptions, and coordinate updates with FP&A.
- Triage and manage finance-operations requests via ticketing / shared inboxes; delegate appropriately to offshore/onshore resources and track closure.
- Monitor and report KPIs: billing timeliness, exception volume, data-quality defect rate, and cycle times; drive continuous improvement and automation.
- Coordinate cost-center approvals and finance operations vendor invoice workflows when delegated; ensure proper coding and routing.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
