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.

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.

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Manager, CAS Operations

Key skills