Manager, CAS Operations

NextGenEnergyJobs; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

NextGenEnergyJobs is seeking an experienced finance operations professional in Atlanta to manage billing operations for a Top 20 CPA firm. This role involves ensuring the integrity of invoicing processes, coordinating corrections, and developing operational SOPs.

The ideal candidate will have over 5 years' experience in finance or billing operations and strong skills in Excel and Power BI. You will monitor KPIs and drive continuous improvements in billing operations.

Qualifications

• 5+ years in finance operations or accounting within a recurring-revenue environment.
• Experience with time & billing systems and finance workflows.
• Ability to lead cross-functional stakeholders in a high-volume environment.

Responsibilities

• Own execution of recurring billing operations and invoice setup.
• Coordinate billing corrections and support annual budget cycles.
• Monitor KPIs and drive continuous improvement.

Skills

Finance operations

Billing operations

Revenue operations

Advanced Excel

Power BI

Tools

Workday

ERP / Planning Platforms

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Own execution of recurring billing operations: invoice setup/maintenance, schedule integrity, and coordination of monthly/quarterly review cycles.
• Coordinate billing corrections and credits logistics; prepare documentation and recommendations; escalate policy/exception decisions as required.
• Maintain job role and manager assignment integrity in Practice Engine and related billing systems; coordinate bulk cleanups and ongoing updates.
• Develop and maintain operational guardrails, SOPs, and runbooks for finance operations processes; train team members and ensure consistent application.
• Manage data quality across reporting layers (Power BI outputs, dashboards, extracts) and reconcile variances prior to leadership reliance.
• Support the annual budget cycle and in-year forecasting: validate personnel / requisition linkage, support bottoms-up assumptions, and coordinate updates with FP&A.
• Triage and manage finance-operations requests via ticketing / shared inboxes; delegate appropriately to offshore/onshore resources and track closure.
• Monitor and report KPIs: billing timeliness, exception volume, data-quality defect rate, and cycle times; drive continuous improvement and automation.
• Coordinate cost-center approvals and finance operations vendor invoice workflows when delegated; ensure proper coding and routing.

Requirements

• 5+ years in finance operations, billing operations, revenue operations, or accounting/controllership within a professional services or recurring-revenue environment.
• Demonstrated experience with time & billing systems and operational finance workflows; strong process-control mindset.
• Advanced Excel skills; working knowledge of Power BI/reporting outputs; ability to reconcile across systems.
• Experience with Workday and/or Workday Adaptive Planning strongly preferred (or comparable ERP/planning platforms).
• Proven ability to lead cross-functional stakeholders, set expectations, and drive closure in a high-volume environment.
• Comfortable designing SOPs, defining controls, and improving processes through automation and standardization.
• Success Measures (First 90–180 Days)
• Stabilize billing operations cadence and reduce rework
• Improve data integrity across systems and reporting
• Deliver reliable billing and forecast support with minimal leadership intervention