Senior Financial Professional

This is a senior financial professional role requiring experience in finance, human resources, legal and information technology. The ideal candidate will be detail-oriented and thrive in a fast-paced environment, working well in team-driven settings and being highly motivated.

Responsibilities include managing complex billing processes, ensuring accurate revenue recognition, reviewing and analyzing customer contracts, driving comprehensive financial reports for executive leadership and board presentations, developing key performance indicators (KPIs) for billing operations, expense margins and revenue trends, conducting detailed analysis of budget-to-actual variances for revenue streams and providing actionable insights to management, leading revenue forecasting activities and providing critical input for annual budgeting processes, managing AR processes, aging reports and collection strategies to optimize cash flow, overseeing AP operations, vendor payments and expense management systems, continuously improving collections strategies and policies, designing and implementing billing-related internal controls to ensure accuracy, compliance and fraud prevention, serving as primary point of contact for billing-related audit activities, both internal and external, ensuring all financial practices comply with company policies, accounting standards, SOX requirements and regulatory guidelines.

Human Resources Support responsibilities include hiring leadership, owning recruitment efforts for open positions, including job posting development, candidate screening and interview coordination, onboarding programs for new team members, performance management and supporting HR initiatives related to employee performance tracking and development, talent acquisition and development, monitoring changes in accounting standards and regulations affecting revenue recognition and billing practices, coordinating with legal counsel and management to develop and maintain company policies and procedures, contract review processes and coordinating with legal teams on client agreements, identifying and mitigating legal and financial risks in billing and operational processes, maintaining proper documentation for legal and compliance purposes.

• Core Billing and Revenue Management
  • Advanced billing management: Take ownership of the complex billing processes, including multi-tiered pricing structures, contract billing, and subscription management across multiple client segments.
  • Revenue recognition leadership: Ensure accurate revenue recognition in accordance with ASC 606 and other applicable accounting standards.
  • Contract analysis: Review and analyze customer contracts to ensure proper billing setup and revenue recognition treatment.
• Financial Reporting and Analysis
  • Management Reporting: Drive comprehensive monthly and quarterly financial reports for executive leadership and board presentations.
  • Performance Analytics: Develop and maintain key performance indicators (KPIs) for billing operations (Collection Rate and Cash Conversion Cycle), expense margins, and revenue trends.
  • Variance Analysis: Conduct detailed analysis of budget-to-actual variances for revenue streams and provide actionable insights to management.
  • Planning and Forecasting: Lead revenue forecasting activities and provide critical input for annual budgeting processes.
• Accounts Management
  • Accounts Receivable: Manage AR processes, aging reports, and collection strategies to optimize cash flow.
  • Accounts Payable: Oversee AP operations, vendor payments, and expense management systems.
  • Collections Strategy: Continuously improve collections strategies and policies, working closely with teams to optimize cash flow.
• Audit and Compliance
  • Internal Audits: Design and implement billing-related internal controls to ensure accuracy, compliance, and fraud prevention.
  • External Audits: Serve as primary point of contact for billing-related audit activities, both internal and external.
  • Financial Controls: Ensure all financial practices comply with company policies, accounting standards, SOX requirements, and regulatory guidelines.
  Human Resources Support
  • Talent Acquisition and Development
    • Hiring Leadership: Own recruitment efforts for open positions, including job posting development, candidate screening, and interview coordination.
    • Onboarding Program: Design and oversee onboarding programs for new team members.
    • Performance Management: Support HR initiatives related to employee performance tracking and development.
    Legal Compliance and Coordination
    • Compliance Management
      • Regulatory Compliance: Monitor changes in accounting standards and regulations affecting revenue recognition and billing practices.
      • Contract Compliance: Ensure all billing practices comply with contractual obligations and regulatory guidelines.
      • Policy Coordination: Coordinate with legal counsel and management to develop and maintain company policies and procedures.
    • Legal Coordination
      • Contract Review: Support contract review processes and coordinate with legal teams on client agreements.
      • Risk Management: Identify and mitigate legal and financial risks in billing and operational processes.
      • Documentation Management: Maintain proper documentation for legal and compliance purposes.
      Information Technology
      • Systems Management
        • Billing Systems Oversight: Lead the optimization and maintenance of billing systems, coordinating with IT on system upgrades and implementations.
        • Technology Integration: Evaluate and recommend billing software, automation tools, and integration opportunities.
        • System Implementation: Lead or support major system implementations, upgrades, or integrations affecting billing operations.