What are the responsibilities and job description for the Director of Finance Operations - Credit to Cash position at KBW Financial Staffing & Recruiting?
KBW Financial Staffing & Recruiting has teamed up on a search for a strong, hands-on leader to oversee and optimize the Order-to-Cash (O2C) function, including billing, collections, cash applications, and credit. This individual will manage a team of 30–35 professionals and play a key role in driving process improvements, system enhancements, and team development.
This is an excellent opportunity to join a PE-backed, high-growth organization where the right candidate can make a significant impact on both operations and team performance.
Key Responsibilities
For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at mdoyle@kbwfinancial.com.
KBW789
This is an excellent opportunity to join a PE-backed, high-growth organization where the right candidate can make a significant impact on both operations and team performance.
Key Responsibilities
- Lead and manage a team of 30–35 across billing, collections, cash applications, and credit
- Oversee the full Order-to-Cash cycle, ensuring accuracy, efficiency, and strong controls
- Drive process improvements and identify opportunities for automation and scalability
- Partner with leadership to upgrade systems and optimize workflows
- Monitor key metrics related to cash flow, DSO, and collections performance
- Develop, mentor, and elevate team members while fostering a positive, high-performing culture
- Collaborate cross-functionally with Finance, Sales, and Operations
- Experience in PE-backed, high-growth environments
- Background in technology, services, or SaaS organizations strongly preferred
- Proven leadership experience managing large teams (20–30 employees)
- Strong knowledge of billing, collections, cash applications, and credit
- Experience with NetSuite preferred
- Process-oriented and systems-focused, with a track record of driving improvements
- Strong leadership presence with a positive attitude and ability to lead change
- Demonstrated ability to upgrade teams, implement structure, and improve performance
For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at mdoyle@kbwfinancial.com.
KBW789