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Role Description

Looking to step into a high-impact leadership role within a complex professional services firm? As Director of Billing & Revenue Operations, you’ll own the firm’s end-to-end billing lifecycle, lead a centralized on-shore/off-shore delivery model, and partner closely with firm leadership and practice leaders to drive billing excellence, improve realization, and support scalable growth across a multi-office public accounting firm.

Revenue Operations Leadership

• Lead the firm’s billing and revenue operations function, including:
• Centralized billing execution
• Revenue realization support
• Governance over billing-related policies and processes
• Establish firm-wide standards, controls, and performance expectations for billing and revenue operations
• Ensure alignment between engagement economics, billing execution, and financial reporting

Centralized Billing Strategy & Execution

• Design, implement, and continuously improve the firm’s centralized billing operating model
• Ensure accurate and timely billing across all engagement types:
• Time & materials
• Fixed fee
• Retainers
• Milestone and progress billing
• Oversee unbilled WIP management, billing cycle times, and write-ups/write-downs
• Serve as the executive escalation point for complex, sensitive, or high-risk billing matters

Off-Shore / Global Delivery Management

• Provide strategic oversight of off-shore billing and revenue operations teams
• Define operating models, SLAs, productivity benchmarks, and quality standards
• Partner with global delivery leadership on workforce planning, capacity management, and scalability
• Ensure effective time-zone coordination, governance, and escalation protocols
• Drive documentation, training, and knowledge transfer for off-shore teams

Partner & Practice Engagement

• Act as a strategic advisor to engagement partners and practice leaders on:
• Billing strategy and execution
• Engagement economics and realization optimization
• Complex or non-standard billing arrangements
• Influence partner behavior through data-driven insights and consistent governance
• Support firm initiatives related to pricing models, engagement structures, and profitability

Reporting, Analytics & Insights

• Develop and own billing and revenue operations dashboards and KPIs, including:
• Billing cycle time
• Unbilled WIP aging
• Realization and margin impact
• Write-ups/write-downs
• Offshore productivity and quality metrics
• Provide actionable insights to executive leadership and the partnership
• Use data and trend analysis to drive continuous improvement and strategic decisions

Systems, Automation & Process Transformation

• Own billing and revenue operations processes within the firm’s practice management and ERP systems
• Lead system implementations, upgrades, and automation initiatives related to billing and revenue workflows
• Partner with IT, FP&A, and Global Delivery on scalable technology solutions
• Champion standardization, automation, and digitization across billing processes

Governance, Risk & Controls

• Ensure strong internal controls over billing and revenue-related processes
• Support internal and external audits related to billing and revenue recognition
• Ensure compliance with GAAP, firm policies, engagement terms, and regulatory requirements
• Proactively identify and mitigate billing and revenue execution risks

Leadership & Talent Development

• Build, lead, and develop high-performing on-shore and off-shore billing teams
• Establish clear accountability, performance metrics, and development pathways
• Foster a culture of quality, ownership, and continuous improvement
• Serve as a visible leader within the firm’s finance and operations organization

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• CPA certification preferred but not required

Requirements

• 12–15+ years of progressive experience in billing, revenue operations, or finance
• Experience in public accounting or professional services required
• Proven leadership of centralized billing models
• Demonstrated experience managing off-shore or global delivery teams
• Experience partnering with senior leadership and firm partners

Benefits

• Comprehensive and competitive Total Rewards package
• Time off outside of your standard PTO to give back to the community
• Annual discretionary merit increases and bonuses
• Talent development resources to tap into growth opportunities

Company Description

At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients, and our people.

• Championing the importance of diversity, equity, and inclusion
• Embracing the unique stories, backgrounds, perspectives, and ideas that come from our people