Role Description
In this role, you will serve as the operational bridge connecting financial strategy with global execution. Operating as the primary liaison between Revenue/Finance leadership and the Accounts Receivable (AR) Operations team, you will drive month-end close acceleration and establish governance across global workflows and projects. You will coordinate the end-to-end transformation in Order-to-Cash (OTC) by embedding AI automation, predictive risk engines, and standardized operations into our daily financial reporting cadence.
What You'll Do
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Global Operational Liaison
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Project Management:
Standardize and accelerate the project timeline, ensuring seamless coordination between cross-functional teams and pushing the projects to closures.
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SOP Standardization:
Document and maintain formal Standard Operating Procedures (SOPs) for all AR workflows, establishing and designing strict human-in-the-loop validation steps to safeguard financial controls.
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AI Automation & Process Innovation
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E2E AI Transformation:
Act as the operational lead for implementing agentic and non-agentic automation.
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Predictive AI Risk Models:
Partner with technical teams to deploy the Predictive Account Risk Engine, utilizing billing and consumption telemetry to automatically prioritize collections outreach.
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Workforce Scaling:
Leverage Intelligent Document Processing (IDP) and automated exception-handling tools to streamline repetitive tasks (such as payment auto-matching in HighRadius), allowing the global operations team to scale efficiently.
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Advanced AR Reporting & Analytics
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Executive Visibility:
Translate complex AR aging, Collections Efficiency Index (CEI), and Days Sales Outstanding (DSO) metrics into high-level liquidity forecasts and risk assessments for leadership. Act as the primary, real-time liaison between the Revenue/Finance leadership team and the AR Operations team to align on data points.
Requirements
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5+ years of progressive OTC/AR/FP&A experience in SaaS or technology sectors, with hands-on proficiency in NetSuite, BillingPlatform, Zuora, and HighRadius.
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Proven track record of coordinating cross-regional teams, analyzing complex financial data, and building structured variance reports.
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Strong cross-functional collaboration skills across Finance, Sales, and Legal, with experience leading teams through process changes in SOX-compliant environments.
Bonus Points If You Have
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Experience implementing financial process improvements, such as robotic process automation (RPA), auto-match logic, or OCR/Intelligent Document Processing (IDP).
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Familiarity with corporate compliance guardrails for utilizing Generative AI (e.g., Enterprise Gemini, Claude, etc.) in financial workflows, including data security protocols (PII/MNPI masking).
Benefits
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Healthcare, dental, and vision coverage.
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Parental leave and planning.
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Mental health benefits.
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401(k) plan and match.
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Flex time-off.
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11 paid holidays.
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Volunteer time-off.
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Other competitive benefits designed to improve the lives of our employees.