Credit to Cash Operations Manager

BDO USA; Cincinnati (OH); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

BDO ESOP

Total Rewards benefits

Job summary

BDO USA in Cincinnati is seeking a Credit to Cash Operations Manager to lead the billing team, overseeing day-to-day activities, and implementing firm-wide billing policies to improve DSO and reduce Unbilled Accounts Receivable (UAR).

Responsibilities include directing billing staff, resolving complex issues, training teammates, and collaborating with FP&A and leadership to boost billing efficiency.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics with 5+ years in billing/contract management, or HS diploma with 7+ years in billing/contract management.
• Professional services firm experience preferred.
• 3+ years of supervisory experience preferred.

Responsibilities

• Provides direction and support to the billing team and client-facing professionals.
• Partners with Firm personnel to deliver effective billing procedures.
• Investigates and resolves complex billing issues using firm best practices with cross-functional teams.
• Trains staff on billing policies and procedures.
• Acts as SME of the billing systems and configurations.
• Leads billing improvement projects and monitors UAR trends.
• Collaborates with FP&A, Principals, and leadership to improve performance.

Skills

Billing management

Supervisory experience

Root cause analysis

Staff training

SME - financial systems

Communication skills

Time management

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

Microsoft Office Suite (Word, Excel)

PeopleSoft Financials or similar time and billing software

Job description

JOB DESCRIPTION

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 Summary

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

• 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

• 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

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

Software

• Proficiency with Microsoft Office Suite, specifically Word and Excel, required
• PeopleSoft Financials or similar time and billing software experience, required

Language

• N/A

Other Knowledge, Skills & Abilities

• 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

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

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 bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

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.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"