Director, Billing & Revenue Operations

What You'll Do
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

Who You Are
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

Who We Are
#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!

Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture

Estimated 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.