Director, Billing & Revenue Operations

What You'll DoLooking 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 LeadershipLead the firm’s billing and revenue operations function, including:Centralized billing executionRevenue realization supportGovernance over billing-related policies and processesEstablish firm-wide standards, controls, and performance expectations for billing and revenue operationsEnsure alignment between engagement economics, billing execution, and financial reportingCentralized Billing Strategy & ExecutionDesign, implement, and continuously improve the firm’s centralized billing operating modelEnsure accurate and timely billing across all engagement types:Time & materialsFixed feeRetainersMilestone and progress billingOversee unbilled WIP management, billing cycle times, and write-ups/write-downsServe as the executive escalation point for complex, sensitive, or high-risk billing mattersOff-Shore / Global Delivery ManagementProvide strategic oversight of off-shore billing and revenue operations teamsDefine operating models, SLAs, productivity benchmarks, and quality standardsPartner with global delivery leadership on workforce planning, capacity management, and scalabilityEnsure effective time-zone coordination, governance, and escalation protocolsDrive documentation, training, and knowledge transfer for off-shore teamsPartner & Practice EngagementAct as a strategic advisor to engagement partners and practice leaders on:Billing strategy and executionEngagement economics and realization optimizationComplex or non-standard billing arrangementsInfluence partner behavior through data-driven insights and consistent governanceSupport firm initiatives related to pricing models, engagement structures, and profitabilityReporting, Analytics & InsightsDevelop and own billing and revenue operations dashboards and KPIs, including:Billing cycle timeUnbilled WIP agingRealization and margin impactWrite-ups/write-downsOffshore productivity and quality metricsProvide actionable insights to executive leadership and the partnershipUse data and trend analysis to drive continuous improvement and strategic decisionsSystems, Automation & Process TransformationOwn billing and revenue operations processes within the firm’s practice management and ERP systemsLead system implementations, upgrades, and automation initiatives related to billing and revenue workflowsPartner with IT, FP&A, and Global Delivery on scalable technology solutionsChampion standardization, automation, and digitization across billing processesGovernance, Risk & ControlsEnsure strong internal controls over billing and revenue-related processesSupport internal and external audits related to billing and revenue recognitionEnsure compliance with GAAP, firm policies, engagement terms, and regulatory requirementsProactively identify and mitigate billing and revenue execution risksLeadership & Talent DevelopmentBuild, lead, and develop high-performing on-shore and off-shore billing teamsEstablish clear accountability, performance metrics, and development pathwaysFoster a culture of quality, ownership, and continuous improvementServe as a visible leader within the firm’s finance and operations organizationWho You AreEducation & CredentialsBachelor’s degree in Accounting, Finance, Business Administration, or related fieldCPA certification preferred but not requiredExperience12–15+ years of progressive experience in billing, revenue operations, or financeExperience in public accounting or professional services requiredProven leadership of centralized billing modelsDemonstrated experience managing off-shore or global delivery teamsExperience partnering with senior leadership and firm partnersTechnical & Systems ExpertiseDeep understanding of professional services billing and revenue modelsExperience with Workday preferredStrong analytical and reporting skills; BI tools experience preferredKey CompetenciesStrategic leadership with strong executive presenceAbility to influence and drive consistency in a partner-driven environmentStrong operational discipline and financial acumenExcellent communication and stakeholder management skillsChange leadership and process transformation mindsetGlobal leadership and cross-cultural effectivenessLocationAkron, Cleveland, or Youngstown, OH; Detroit or St. Clair Shores, MI; Pittsburgh or Philadelphia, PA; New York City or Buffalo, NY; Denver, CO; Milwaukee, WI; Chicago, ILWork Model: Hybrid preferred; open to fully remote candidatesWho We AreSure, we like numbers. (But we’ll never treat you like one.)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. In Particular, We Honor Our Foundational Principle Of “great People First” ByChampioning the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more!  Learn More About Us! Discover our Passion, Purpose & ExpertiseLearn more about our Firm's cultureEstimated Base Range: $120,000 - $150,000*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.