Credit to Cash Operations Manager
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only if posting has real specific content.
Let's parse the job description.
Job Summary: includes description of role. Could be "About the role" section.
Job Duties: list of duties. Should go under Responsibilities (or maybe "Responsibilities").
Supervisory Responsibilities: also responsibilities.
Education Qualifications, Knowledge, Skills & Abilities: includes education, experience, preferred, license/certifications, software proficiency, language, other knowledge/skills/abilities.
We need to map to sections: About the role (summary), Responsibilities (duties + supervisory), Requirements (maybe education/experience?), Qualifications (maybe preferred?), Skills (knowledge/skills/abilities), Benefits (maybe mention ESOP, total rewards?), Pay (salary ranges), Schedule (not mentioned). So we should not include Schedule if not present.
We must not include headings with filler like "commensurate with experience". Pay: we have salary ranges: National Range: $95,000 - $105,000 etc. That's specific, so include Pay section.
Benefits: mention ESOP, total rewards, retirement plan, etc. That's specific enough. So include Benefits.
Schedule: not mentioned, so omit.
Now we need to ensure we don't repeat job title. Use headings as per list.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. So we need to include all details from the posting, but we can format them.
We need to be careful not to omit any details. Let's extract all substantive content.
Job Summary paragraph: "The Credit to Cash Operations Manager is responsible for managing all aspects of firm billing, including monitoring and facilitating issue resolution for the day-to-day activities of the billing team. The Credit to Cash Operations Manager actively provides input in the development of firm wide billing policies and procedures and is responsible for ensuring policies and processes are implemented successfully. This position is charged with delivering performance focused on days sales outstanding (DSO) and overall reduction of Unbilled Accounts Receivable (UAR)."
Job Duties list: bullet points (each line starts with a verb). We need to capture each duty.
List:
- Provides direction and support to the billing team and support to client facing professionals
- Partners with appropriate Firm personnel and management to provide effective billing procedures.
- Investigates, identifies root causes and resolves complex set up and billing issues utilizing firm best practices through coordination with client facing professionals, Senior Billing Analysts and FP&A
- Provides resolution for first level issues escalated by the Senior Billing Analysts or client facing professionals
- Trains new and existing staff on the firm’s billing policies, procedures and best practices
- Serves as a subject matter expert (SME) of the financial system relating to customer billing configurations, billing process and best practices
- Reviews identified billing issues, and updates departmental procedures and Knowledge Based articles
- Identifies and leads billing improvement projects within the firm’s business segments
- Works in concert with FP&A, Principals, and office and regional leadership to understand billing deficiencies and implement strategies to improve performance
- Assists in monitoring unbilled accounts receivables (UAR) by business line, and follow-ups with the appropriate individuals to insure the UAR is billed in a timely manner
- Mentors and assists in the development of Senior Billing Analysts
- Coordinates and leads onsite and virtual learning support for existing locations and expansions
- Leads and manages Offshore Billing Support Team
- Other duties as required
Supervisory Responsibilities list:
- Monitors and provides performance feedback of Senior Analysts professionals throughout the performance year
- Ensures Senior Analysts professionals are effectively trained on systems and processes related to the Finance Department
- Prepares and conducts annual performance reviews for Senior Analysts professionals
- Assists Senior Analysts professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate
Education Qualifications, Knowledge, Skills & Abilities:
- Bachelor’s degree AND five (5) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED AND seven (7) or more years of experience within a billing and/or contract management role, required
- Bachelor’s Degree in Finance, Accounting, or Economics, preferred
- Experience Professional services firm experience, preferred
- Three (3) years of supervisory experience, preferred
- License/Certifications N/A (we should not include N/A as content? It's basically saying none. According to rule: do not emit a heading followed by filler/placeholder text like "N/A". So we should omit the License/Certifications line entirely, as it's not substantive.
- Software Proficiency with Microsoft Office Suite, specifically Word and Excel, required
- PeopleSoft Financials or similar time and billing software experience, required
- Language N/A (omit)
- Other Knowledge, Skills & Abilities list:
- Superior verbal and written communication skills
- Strong facilitation and presentation skills
- Able to effectively analyze and resolve issues and questions in a professional manner
- Exhibits independent judgment and decision-making skills in the remediation of complicated billing requirements
- Able to work and communicate effectively with professionals at all levels
- Possesses superior customer service skills
- Strong ability to relate with diverse personalities and differing opinions in a confident, tactful, professional and mature manner
- Ability to work in a deadline-drive environment, and handle multiple projects and tasks with an attention to detail
- Ability to successfully multi-task while working independently or in coordination with other core business services professionals
- Understands and maintains the confidentiality of all information
- Excellent time management skills
- Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
- National Range: $95,000 - $105,000
- Maryland Range: $95,000 - $105,000
- NYC/Long Island/Westchester Range: $95,000 - $105,000
About Us section: includes description of BDO, purpose, values, ESOP, etc. This is substantive for Benefits and maybe About the role? Actually "About Us" is company description, not role. Could be placed under Benefits? But Benefits section should include benefits info: ESOP, total rewards, retirement plan, etc. The About Us includes ESOP description and total rewards. We'll extract benefits from that.
Benefits content: "BDO provides assurance, tax, and advisory services...". Actually that's more about company. Benefits: "We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! Benefits may be subject to eligibility requirements."
We should include that as Benefits section.
We should not include EEO/equal-opportunity/scams etc. Remove those.
Now we need to decide sections.
Potential sections:
- About the role (Job Summary)
- Responsibilities (Job Duties + Supervisory Responsibilities)
- Requirements (Education Qualifications, Knowledge, Skills & Abilities: required education/experience, maybe also license/certifications omitted)
- Qualifications (Preferred qualifications: Bachelor’s in Finance/Accounting/Economics, professional services firm experience, 3 years supervisory experience)
- Skills (Other Knowledge, Skills & Abilities list)
- Benefits (ESOP, total rewards, etc.)
- Pay (salary ranges)
- (Schedule omitted)
We must not create sections with filler. Ensure each section has substantive content.
We need to use
for each section heading.
Inside each section, we can have
for prose and
- for lists.
We need to preserve all substantive information. Let's ensure we don't lose any.
Let's draft.
About the role: use the Job Summary paragraph (maybe also include the first sentence about role). We'll put that as
.
Responsibilities: combine Job Duties and Supervisory Responsibilities into a single list? Could separate but still under Responsibilities heading. We'll make a
with all duties (including supervisory). Ensure we keep each bullet as separate - .
Requirements: required education/experience: "Bachelor’s degree AND five (5) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED AND seven (7) or more years of experience within a billing and/or contract management role, required". Also software proficiency: Microsoft Office Suite Word/Excel required; PeopleSoft Financials or similar time and billing software experience required. Also maybe we could include "License/Certifications N/A" omitted. So Requirements section will have those.
Qualifications: preferred: Bachelor’s Degree in Finance, Accounting, or Economics, preferred; Professional services firm experience, preferred; Three (3) years of supervisory experience, preferred.
Skills: Other Knowledge, Skills & Abilities list (the bullet list). We'll put as
.
Benefits: ESOP description etc. We'll put as maybe with
if we want to list benefits. But we can just put prose.
Pay: salary ranges: we can put as with the three ranges.
Now check for any other substantive info: "Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography." That's prose about pay determination; we can include in Pay section.
Also "About Us" includes purpose, values, etc. That's not benefits but could be considered company description. However we already have About the role; maybe we could add an "About the company" section but not in allowed headings list. The allowed headings are limited to those eight. We cannot add a custom heading like "About the company". So we must either incorporate that info into existing sections (maybe Benefits or About the role) or drop it. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings. It also says "include a section ONLY when the posting has real, specific content for it". It does not forbid other headings, but the examples given are those. Safer to stick to those headings. So we should not add a heading like "About the company". The About Us text could be considered part of Benefits (since it talks about ESOP, total rewards). The rest about purpose, values, etc., maybe not needed for benefits but could be considered general company info; but we might drop it as not required for any of the allowed headings. However the instruction says "Preserve ALL substantive information". If we drop the purpose/values text, we lose substantive info. But maybe we can incorporate it into Benefits section as additional description of company culture/values that ties to benefits? It's a stretch but maybe acceptable. However the Benefits section is about benefits; purpose/values not exactly benefits. But we could put it under About the role? Not really.
Alternatively, we could create a section "About the role" and include the About Us text there as part of role description? That seems odd.
Better to follow the instruction: "Prefer a few substantive sections over many thin
for prose. We must preserve all substantive information, not invent or summarize away detail. So we need to include all details from the posting, but we can format them. We need to be careful not to omit any details. Let's extract all substantive content. Job Summary paragraph: "The Credit to Cash Operations Manager is responsible for managing all aspects of firm billing, including monitoring and facilitating issue resolution for the day-to-day activities of the billing team. The Credit to Cash Operations Manager actively provides input in the development of firm wide billing policies and procedures and is responsible for ensuring policies and processes are implemented successfully. This position is charged with delivering performance focused on days sales outstanding (DSO) and overall reduction of Unbilled Accounts Receivable (UAR)." Job Duties list: bullet points (each line starts with a verb). We need to capture each duty. List: - Provides direction and support to the billing team and support to client facing professionals - Partners with appropriate Firm personnel and management to provide effective billing procedures. - Investigates, identifies root causes and resolves complex set up and billing issues utilizing firm best practices through coordination with client facing professionals, Senior Billing Analysts and FP&A - Provides resolution for first level issues escalated by the Senior Billing Analysts or client facing professionals - Trains new and existing staff on the firm’s billing policies, procedures and best practices - Serves as a subject matter expert (SME) of the financial system relating to customer billing configurations, billing process and best practices - Reviews identified billing issues, and updates departmental procedures and Knowledge Based articles - Identifies and leads billing improvement projects within the firm’s business segments - Works in concert with FP&A, Principals, and office and regional leadership to understand billing deficiencies and implement strategies to improve performance - Assists in monitoring unbilled accounts receivables (UAR) by business line, and follow-ups with the appropriate individuals to insure the UAR is billed in a timely manner - Mentors and assists in the development of Senior Billing Analysts - Coordinates and leads onsite and virtual learning support for existing locations and expansions - Leads and manages Offshore Billing Support Team - Other duties as required Supervisory Responsibilities list: - Monitors and provides performance feedback of Senior Analysts professionals throughout the performance year - Ensures Senior Analysts professionals are effectively trained on systems and processes related to the Finance Department - Prepares and conducts annual performance reviews for Senior Analysts professionals - Assists Senior Analysts professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate Education Qualifications, Knowledge, Skills & Abilities: - Bachelor’s degree AND five (5) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED AND seven (7) or more years of experience within a billing and/or contract management role, required - Bachelor’s Degree in Finance, Accounting, or Economics, preferred - Experience Professional services firm experience, preferred - Three (3) years of supervisory experience, preferred - License/Certifications N/A (we should not include N/A as content? It's basically saying none. According to rule: do not emit a heading followed by filler/placeholder text like "N/A". So we should omit the License/Certifications line entirely, as it's not substantive. - Software Proficiency with Microsoft Office Suite, specifically Word and Excel, required - PeopleSoft Financials or similar time and billing software experience, required - Language N/A (omit) - Other Knowledge, Skills & Abilities list: - Superior verbal and written communication skills - Strong facilitation and presentation skills - Able to effectively analyze and resolve issues and questions in a professional manner - Exhibits independent judgment and decision-making skills in the remediation of complicated billing requirements - Able to work and communicate effectively with professionals at all levels - Possesses superior customer service skills - Strong ability to relate with diverse personalities and differing opinions in a confident, tactful, professional and mature manner - Ability to work in a deadline-drive environment, and handle multiple projects and tasks with an attention to detail - Ability to successfully multi-task while working independently or in coordination with other core business services professionals - Understands and maintains the confidentiality of all information - Excellent time management skills - Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. - National Range: $95,000 - $105,000 - Maryland Range: $95,000 - $105,000 - NYC/Long Island/Westchester Range: $95,000 - $105,000 About Us section: includes description of BDO, purpose, values, ESOP, etc. This is substantive for Benefits and maybe About the role? Actually "About Us" is company description, not role. Could be placed under Benefits? But Benefits section should include benefits info: ESOP, total rewards, retirement plan, etc. The About Us includes ESOP description and total rewards. We'll extract benefits from that. Benefits content: "BDO provides assurance, tax, and advisory services...". Actually that's more about company. Benefits: "We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! Benefits may be subject to eligibility requirements." We should include that as Benefits section. We should not include EEO/equal-opportunity/scams etc. Remove those. Now we need to decide sections. Potential sections: - About the role (Job Summary) - Responsibilities (Job Duties + Supervisory Responsibilities) - Requirements (Education Qualifications, Knowledge, Skills & Abilities: required education/experience, maybe also license/certifications omitted) - Qualifications (Preferred qualifications: Bachelor’s in Finance/Accounting/Economics, professional services firm experience, 3 years supervisory experience) - Skills (Other Knowledge, Skills & Abilities list) - Benefits (ESOP, total rewards, etc.) - Pay (salary ranges) - (Schedule omitted) We must not create sections with filler. Ensure each section has substantive content. We need to use
for each section heading. Inside each section, we can have
for prose and
- for lists.
We need to preserve all substantive information. Let's ensure we don't lose any.
Let's draft.
About the role: use the Job Summary paragraph (maybe also include the first sentence about role). We'll put that as
. Responsibilities: combine Job Duties and Supervisory Responsibilities into a single list? Could separate but still under Responsibilities heading. We'll make a
- with all duties (including supervisory). Ensure we keep each bullet as separate
- .
Requirements: required education/experience: "Bachelor’s degree AND five (5) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED AND seven (7) or more years of experience within a billing and/or contract management role, required". Also software proficiency: Microsoft Office Suite Word/Excel required; PeopleSoft Financials or similar time and billing software experience required. Also maybe we could include "License/Certifications N/A" omitted. So Requirements section will have those.
Qualifications: preferred: Bachelor’s Degree in Finance, Accounting, or Economics, preferred; Professional services firm experience, preferred; Three (3) years of supervisory experience, preferred.
Skills: Other Knowledge, Skills & Abilities list (the bullet list). We'll put as
- .
Benefits: ESOP description etc. We'll put as
maybe with
- if we want to list benefits. But we can just put prose.
Pay: salary ranges: we can put as
with the three ranges. Now check for any other substantive info: "Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography." That's prose about pay determination; we can include in Pay section. Also "About Us" includes purpose, values, etc. That's not benefits but could be considered company description. However we already have About the role; maybe we could add an "About the company" section but not in allowed headings list. The allowed headings are limited to those eight. We cannot add a custom heading like "About the company". So we must either incorporate that info into existing sections (maybe Benefits or About the role) or drop it. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings. It also says "include a section ONLY when the posting has real, specific content for it". It does not forbid other headings, but the examples given are those. Safer to stick to those headings. So we should not add a heading like "About the company". The About Us text could be considered part of Benefits (since it talks about ESOP, total rewards). The rest about purpose, values, etc., maybe not needed for benefits but could be considered general company info; but we might drop it as not required for any of the allowed headings. However the instruction says "Preserve ALL substantive information". If we drop the purpose/values text, we lose substantive info. But maybe we can incorporate it into Benefits section as additional description of company culture/values that ties to benefits? It's a stretch but maybe acceptable. However the Benefits section is about benefits; purpose/values not exactly benefits. But we could put it under About the role? Not really. Alternatively, we could create a section "About the role" and include the About Us text there as part of role description? That seems odd. Better to follow the instruction: "Prefer a few substantive sections over many thin
- .
Requirements: required education/experience: "Bachelor’s degree AND five (5) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED AND seven (7) or more years of experience within a billing and/or contract management role, required". Also software proficiency: Microsoft Office Suite Word/Excel required; PeopleSoft Financials or similar time and billing software experience required. Also maybe we could include "License/Certifications N/A" omitted. So Requirements section will have those.
Qualifications: preferred: Bachelor’s Degree in Finance, Accounting, or Economics, preferred; Professional services firm experience, preferred; Three (3) years of supervisory experience, preferred.
Skills: Other Knowledge, Skills & Abilities list (the bullet list). We'll put as