Capital Equipment Order-to-Cash Manager

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

Job summary

Software Placement Group in Windsor, CT is seeking a Capital Equipment Order-to-Cash Manager to lead the team responsible for capital equipment transactions from customer order through procurement, invoicing, and revenue recognition. You will blend people leadership with accounting knowledge and ERP-driven operations to ensure accurate, efficient order processing.

The role requires a proven track record in order-to-cash or order-to-revenue operations, strong ERP understanding, and ability to

Qualifications

• Bachelor's degree or equivalent professional experience in business/finance.
• 5+ years of management experience in order-to-cash or related function.
• Strong understanding of ERP-driven financial and transactional workflows.
• Experience with sales orders, purchase orders, invoicing, AR/AP, and GL.

Responsibilities

• Lead the Capital Order-to-Revenue team and mentor staff.
• Oversee end-to-end capital equipment orders from quote to revenue recognition.
• Monitor volume, complexity, deadlines, and team capacity to meet commitments.
• Track KPIs for accuracy, timeliness, productivity, and customer experience.
• Collaborate with Sales, Accounting, Vendors, IT to resolve issues and improve processes.
• Manage procurement activities, vendor coordination, and contract compliance.
• Ensure compliance with contracts, financial controls, and company policies.

Skills

Leadership

ERP workflows

Analytical skills

Communication

Excel

Attention to detail

Education

Bachelor's degree in Business Administration, Accounting, Finance, or related field

Tools

Microsoft Dynamics 365 Finance & Operations

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.