Capital Equipment Order-to-Cash Manager

Software Placement Group; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Job summary

Unknown company in the United States is seeking a Capital Equipment Order-to-Cash Manager to lead and optimize the end-to-end order-to-revenue process for capital equipment. The role focuses on people leadership, ERP-driven workflows, risk management, and exceptional customer service to ensure accurate and timely order processing.

The position requires 5+ years of management experience in O2C/O2R, strong Excel skills, and the ability to collaborate across Sales, Accounting, IT, and vendors.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance or equivalent.
• 5+ years of management experience in order-to-cash / order-to-revenue or related functions.
• Experience leading and balancing workload of an operational team.
• Strong ERP-driven financial and transactional workflow understanding.
• Experience with orders, POs, invoicing, AR/AP, GL and contracts terms.
• ERP platform experience in O2C/O2R processes.
• Advanced MS Excel skills.
• Ability to interpret customer, vendor, and contractual terms.
• Strong analytical and problem-solving abilities.
• Able to manage competing priorities in a fast-paced environment.
• Excellent interpersonal, organizational, communication, and conflict-resolution skills.
• Ability to build relationships across Sales, Accounting, IT, and customers.

Responsibilities

• Lead and develop Capital Order-to-Revenue team.
• Drive a customer-first approach across capital equipment order lifecycle.
• Oversee end-to-end capital equipment transactions from order to revenue.
• Monitor order volume, complexity, deadlines, and team capacity.
• Set priorities to meet customer and business commitments.
• Track KPIs for accuracy, timeliness, productivity, and CX.
• Collaborate with Sales, Accounting, Vendors, IT, and others to resolve issues.
• Oversee procurement activities and PO approvals.
• Apply accounting principles across AR/AP/GL and invoicing.
• Ensure transactions align with contracts, controls, and policies.
• Identify and manage financial/operational risks (deadlines, costs, terms).
• Oversee use of Dynamics 365 F&O in O2R process.
• Be SME for D365 F&O related to capital orders.
• Partner with Accounting/IT on system issues and enhancements.
• Document and improve processes, controls, and workflows.
• Own escalation handling to minimize customer/financial impact.
• Ensure compliance with policies and ethics.

Skills

Leadership

ERP knowledge

Excel proficiency

Analytical thinking

Communication

Conflict resolution

Education

Bachelor's degree in Business Administration, Accounting, Finance

Tools

Microsoft Dynamics 365 Finance & Operations

Microsoft Excel

Job description

Location: Windsor, CT | Schedule: Full-time, on-site

Overview

An established manufacturer of capital equipment is seeking a Capital Equipment Order-to-Cash Manager to lead the team responsible for managing capital equipment transactions from customer order through procurement, invoicing, and revenue recognition. This role blends people leadership, accounting knowledge, ERP-driven operations, risk management, and customer service, and is central to ensuring accurate, efficient, and customer-focused order processing.

What you'll do

• 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 transactional and operational 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 customer and vendor transactions align with applicable 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 Microsoft Dynamics 365 Finance & Operations throughout the order-to-revenue process
• Serve as a functional subject-matter expert for D365 F&O as it relates 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 operational processes, financial controls, procedures, and system workflows
• Take ownership of escalated issues and coordinate timely resolutions that minimize customer and financial impact
• Ensure compliance with company policies, procedures, contractual obligations, and ethical standards

Required qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, or a related field, or equivalent professional experience
• 5+ years of management experience within order-to-cash, order-to-revenue, order fulfillment, accounting operations, sales operations, or a related function
• Demonstrated experience leading, developing, and balancing the workload of an operational team
• Strong understanding of ERP-driven financial and transactional workflows
• Working knowledge of sales orders, purchase orders, invoicing, costs, payment terms, Accounts Receivable, Accounts Payable, and the General Ledger
• Experience managing order-to-cash or order-to-revenue activities within an ERP platform
• Advanced Microsoft Excel proficiency
• Experience interpreting customer, vendor, and contractual terms and understanding their financial and operational impact
• Strong analytical, mathematical, and problem-solving abilities
• Ability to manage competing priorities and make sound decisions in a fast-paced environment
• Excellent interpersonal, organizational, communication, and conflict-resolution skills
• Ability to build effective relationships across Sales, Accounting, IT, leadership, vendors, and customers

Preferred qualifications

• Microsoft Dynamics 365 Finance & Operations experience strongly preferred

Why this role

This position offers the opportunity to lead a critical operational team, serve as a functional subject-matter expert on Microsoft Dynamics 365 Finance & Operations, and directly shape the accuracy and customer experience of the entire capital equipment order-to-revenue process.