Capital Equipment Order-to-Cash Leader

Tom Trese Networking LLC; Charlotte (NC); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Tom Trese Networking LLC seeks an experienced Capital Equipment Order-to-Cash Manager to lead the team responsible for customer orders through procurement, invoicing, and revenue recognition. The role blends leadership, ERP-driven operations, risk management, and strong collaboration across Sales, Accounting, Vendors, IT, and other internal teams to ensure accurate, timely, and customer-focused execution.

The ideal candidate will understand sales orders, purchase orders, costs, payment terms,

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field, or equivalent professional experience.
• 5+ years of management experience within order-to-cash, order-to-revenue, or related function.
• Experience leading, developing, and balancing workload of an operational team.
• Strong understanding of ERP-driven financial and transactional workflows.
• Experience managing order-to-cash or order-to-revenue activities within an ERP platform.
• Microsoft Dynamics 365 Finance & Operations experience strongly preferred.
• Advanced Microsoft Excel proficiency.

Responsibilities

• Lead, mentor, train, and develop the Capital Order-to-Revenue team.
• Promote a customer-first approach throughout the entire capital equipment order lifecycle.
• Oversee capital equipment transactions from customer order through procurement, invoicing, and revenue recognition.
• Monitor order volume, transaction complexity, deadlines, and team capacity.
• Balance workloads and establish priorities to meet customer and business commitments.
• Establish and track key performance indicators measuring accuracy, timeliness, productivity, and customer experience.
• Collaborate with Sales, Accounting, Vendors, IT, and other departments to resolve issues.
• Oversee procurement activities, including vendor coordination, purchase-order approval, and contractual compliance.
• Apply accounting principles involving Accounts Receivable, Accounts Payable, the General Ledger, invoicing, costs, and payment terms.
• Ensure transactions align with contracts, financial controls, and company procedures.
• Identify and manage financial and operational risks involving deadlines, costs, payment terms, invoicing, and contract compliance.
• Oversee the functional use of Dynamics 365 F&O throughout the order-to-revenue process.
• Serve as a SME for D365 F&O related to capital equipment orders and transactions.
• Partner with Accounting and IT to troubleshoot system issues and support enhancements, testing, training, and user adoption.
• Develop, document, and continuously improve processes, financial controls, procedures, and system workflows.
• Take ownership of escalated issues and coordinate timely resolutions minimizing impact.
• Ensure compliance with company policies, procedures, contractual obligations, and ethical standards.

Skills

Leadership

Analytical thinking

Communication

Conflict resolution

Problem solving

Time management

Education

Bachelor’s degree in Business Administration/Accounting/Finance

Tools

Microsoft Dynamics 365 Finance & Operations

Microsoft Excel

ERP systems

Job description

Tom Trese Networking LLC seeks an experienced Capital Equipment Order-to-Cash Manager to lead the team responsible for customer orders through procurement, invoicing, and revenue recognition. The role blends leadership, ERP-driven operations, risk management, and strong collaboration across Sales, Accounting, Vendors, IT, and other internal teams to ensure accurate, timely, and customer-focused execution.

The ideal candidate will understand sales orders, purchase orders, costs, payment terms,