Note: The job is a remote job and is open to candidates in USA. Cohen & Co is a professional services firm seeking a Director of Billing & Revenue Operations to lead their billing lifecycle and revenue operations. In this high-impact leadership role, you will oversee billing execution, establish standards for operations, and provide strategic oversight to off-shore teams while partnering with firm leadership to drive billing excellence.
Responsibilities
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
Skills
- Bachelor's degree in Accounting, Finance, Business Administration, or related field
- 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
- Deep understanding of professional services billing and revenue models
- Strong analytical and reporting skills
- Strategic leadership with strong executive presence
- Ability to influence and drive consistency in a partner-driven environment
- Strong operational discipline and financial acumen
- Excellent communication and stakeholder management skills
- Change leadership and process transformation mindset
- Global leadership and cross-cultural effectiveness
- CPA certification
- Experience with Workday
- BI tools experience
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 Overview
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the asset management industry; to Fortune 1000 multinational enterprises. It was founded in 1977, and is headquartered in Cleveland, Ohio, USA, with a workforce of 501-1000 employees. Its website is https://www.cohenco.com.