Credit to Cash Operations Manager

About the Role

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. This role actively provides input in the development of firm-wide billing policies and procedures and ensures their successful implementation. The position focuses on delivering performance improvements in days sales outstanding (DSO) and reducing Unbilled Accounts Receivable (UAR).

Responsibilities

• Provides direction and support to the billing team and client-facing professionals.
• Partners with firm personnel and management to establish effective billing procedures.
• Investigates, identifies root causes, and resolves complex setup and billing issues using firm best practices in coordination with client-facing professionals, Senior Billing Analysts, and FP&A.
• Resolves first-level issues escalated by 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) for the financial system relating to customer billing configurations, processes, and best practices.
• Reviews identified billing issues and updates departmental procedures and Knowledge Base articles.
• Identifies and leads billing improvement projects within the firm’s business segments.
• Collaborates with FP&A, Principals, and office/regional leadership to understand billing deficiencies and implement strategies for improvement.
• Assists in monitoring unbilled accounts receivables (UAR) by business line and follows up to ensure timely billing.
• 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 the Offshore Billing Support Team.
• Performs other duties as required.

Supervisory Responsibilities

• Monitors and provides performance feedback to Senior Analysts throughout the performance year.
• Ensures Senior Analysts are effectively trained on systems and processes related to the Finance Department.
• Prepares and conducts annual performance reviews for Senior Analysts.
• Assists Senior Analysts with workload prioritization, communications, and delegates work assignments to Financial Systems Analysts as appropriate.

Requirements

• 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.
• Professional services firm experience, preferred.
• Three (3) years of supervisory experience, preferred.

Skills

• Superior verbal and written communication skills.
• Strong facilitation and presentation skills.
• Able to effectively analyze and resolve issues in a professional manner.
• Exhibits independent judgment and decision-making skills for complex billing requirements.
• Able to work and communicate effectively with professionals at all levels.
• Superior customer service skills.
• Strong ability to relate with diverse personalities and differing opinions confidently, tactfully, and maturely.
• Ability to work in a deadline-driven environment and handle multiple projects with attention to detail.
• Ability to multi-task while working independently or in coordination with other core business services professionals.
• Understands and maintains confidentiality of all information.
• Excellent time management skills.
• Proficiency with Microsoft Office Suite, specifically Word and Excel, required.
• Experience with PeopleSoft Financials or similar time and billing software, required.

Pay

Individual salaries are determined based on qualifications, experience, skills, and geography. The national salary range for this role is $95,000 - $105,000. Specific ranges for locations include:

• Maryland: $95,000 - $105,000
• NYC/Long Island/Westchester: $95,000 - $105,000

Benefits

BDO offers a comprehensive Total Rewards benefits package, including:

• Employee Stock Ownership Plan (ESOP), providing participants a stake in the firm’s success through beneficial ownership.
• Additional benefits may be subject to eligibility requirements. Learn more about BDO Total Rewards.

About Us

At BDO, we prioritize strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to growth. We provide assurance, tax, and advisory services to clients across the U.S. and globally. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we work together, serve clients, and create meaningful impact.