[Remote] Director, Billing & Revenue Operations

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