Director, Financial Shared Services

Jobtailor; Orange (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Jobtailor in California seeks a seasoned finance leader to head Accounts Payable, Billing and Collections. You will mentor teams, manage day-to-day operations, ensure accurate invoicing, and align billing with contracts and orders.

You will optimize processes, supervise monthly closes, monitor aging, and drive automation and ERP data integrity to support accurate financial reporting and vendor/customer master management.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 5+ years of experience in Accounts Payable, Billing, and Finance, with at least 3 years in a managerial or director-level role
• Strong leadership, management presence, interpersonal and relationship management skills
• Have a positive, collaborative approach with a desire towards mentoring and developing staff
• Innovative problem solving and strategic thinking skills, along with strong business and financial acumen and analytical capabilities
• Strong verbal, written and interpersonal communication skills
• Ability to gather data, compile information, and prepare reports
• Ability to manage multiple priorities, with attention to detail and accuracy
• Proficiency in Windows, Adobe Professional, Microsoft Office Suite, ERP systems, advanced Excel and data analytics

Responsibilities

• Lead and mentor AP, Billing and Collections teams; foster accountability and collaboration
• Provide leadership to AP, billing and collections teams and manage day-to-day operations
• Distribute workload to the AP, billing and collections team
• Liaison between AP, operations and vendors
• Responsible for vendor master management in ERP
• Responsible for client master management in ERP
• Review and approve coding of invoices
• Resolve payments and billing issues with clients and vendors
• Support timely monthly, quarterly and year-end close for AP and billing
• Supervise creation and distribution of accurate invoices
• Ensure billing processes are streamlined and discrepancies resolved
• Coordinate with sales, contracts, other teams to align billing with contracts
• Monitor accounts receivable aging
• Identify opportunities for process improvements and automation
• Lead initiatives to implement new software solutions
• Performs additional duties as identified by Management for efficient operation

Skills

Leadership

Mentoring

Financial acumen

Analytical skills

Communication skills

Time management

Multitasking

Data reporting

Problem solving

Strategic thinking

Relationship management

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Windows OS

Adobe Professional

Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

ERP systems

Financial reporting software

Advanced Excel

Data analytics tools

Job description

Responsibilities

• Lead and mentor the Accounts Payable, Collections and Billing teams, fostering a culture of accountability, collaboration, and continuous improvement
• Provide leadership to the AP, billing and collections teams and manage day-to-day operations
• Distribute the workload to the AP, billing and collections team
• Liaison between the AP function, operations and vendors
• Responsible for vendor master management in the Company’s ERP system
• Responsible for client master management in the Company’s ERP system
• Review and approve coding of invoices
• Resolve payments and billing issues with clients and vendors, as necessary
• Support accurate and timely monthly, quarterly and year-end close, including management of the monthly close calendar deadlines related to accounts payable and billing
• Supervise the creation and distribution of accurate and timely invoices for goods and services provided to clients
• Ensure billing processes are streamlined, and any discrepancies are resolved promptly
• Coordinate with sales, contracts, and other internal teams to ensure billing aligns with contracts, orders, and agreements
• Monitor accounts receivable aging
• Identify opportunities for process improvements, automation, and system enhancements to increase the efficiency of accounts payable and billing operations
• Lead initiatives to implement new software solutions or optimize existing systems to streamline workflows
• Performs additional duties and assumes additional responsibilities as identified by Management for the efficient operation of WorkCare

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of experience in Accounts Payable, Billing, and Finance, with at least 3 years in a managerial or director-level role
• Strong leadership, management presence, interpersonal and relationship management skills
• Have a positive, collaborative approach with a desire towards mentoring and developing staff
• Innovative problem solving and strategic thinking skills, along with strong business and financial acumen and analytical capabilities
• Strong verbal, written and interpersonal communication skills
• Ability to maintain privacy and confidentiality
• Strong critical thinking skills; problem solving, and decision making
• Ability to gather data, compile information, and prepare reports
• Ability to manage multiple priorities, with attention to detail and accuracy
• Ability to create and edit written materials
• Ability to react quickly to changing business needs and adapt to dynamic business environments
• Skill in organizing resources and establishing priorities
• Strong time management, organizational, and follow-through skills
• Ability to meet and exceed daily and weekly individual performance goals
• Ability to work independently as well as assisting other team members when needed
• Must be competent in the Windows operating system environment, Adobe Professional, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint) and learn other software as needed
• Knowledge with financial reporting software, ERP systems, advanced excel and data analytics