Manager, Financial Operations

Summary

The Manager, Financial Operations serves as a strategic partner to the Chief Financial Officer, positioned at the intersection of Finance, Operations, Implementations, and Revenue Operations. This role demands strong analytical skills, attention to detail, and cross-functional collaboration. You will oversee and manage the monthly billing cycle, ensuring accuracy and compliance while maintaining timely and precise customer invoicing as per contractual terms and regulatory requirements.

Responsibilities

• Together with the team, execute the complete monthly billing cycle, including data validation, invoice generation, and distribution.
• Reconcile billing records with system data, transaction logs, and customer accounts to ensure accuracy.
• Identify and resolve discrepancies between billing systems, revenue operations records, and actual service delivery.
• Conduct variance analysis and prepare reconciliation documents for review and audit.
• Partner with Operations to validate service delivery and usage metrics for billable charges.
• Collaborate with Implementations to ensure billing reflects accurate customer configurations and service terms.
• Coordinate with Revenue Operations on rate changes, contract amendments, and billing adjustments.
• Ensure all invoices comply with contract terms, SOWs, and regulatory requirements.
• Maintain organized documentation of billing records, reconciliation work papers, and audit trails.
• Monitor billing metrics and KPIs and recommend improvements to billing workflows.
• Lead finance-related projects, including system enhancements and process redesigns.
• Track project progress, manage risks, and communicate status to senior leadership.

Required Skills

• Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent experience.
• 7+ years of experience in financial operations, billing, or a related role.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Proficiency in Quickbooks (or other similar tools) and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Ability to collaborate cross-functionally and manage multiple priorities.
• Knowledge of regulatory and compliance standards in billing and finance.
• Experience in process improvement and project management.