Director, Billing & Revenue Operations

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

Education & Credentials

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field

• CPA certification preferred but not required

Experience

• 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

Technical & Systems Expertise

• Deep understanding of professional services billing and revenue models

• Experience with Workday preferred

• Strong analytical and reporting skills; BI tools experience preferred

Key Competencies

• 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

Location

• Akron, 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, IL

• Work Model: Hybrid preferred; open to fully remote candidates

#LifeatCohen

Sure, 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” by:

• Championing 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! 

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*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.