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About the Role

The Director, Billing & Collections provides enterprise leadership for billing operations, accounts receivable collections, and the Finance components of the Lead-to-Cash value stream. This role is accountable for creating a scalable operating model that improves realization, billing quality, cash conversion, transparency, and the partner and client experience. The Director leads day-to-day operating performance while partnering across various departments to redesign processes, strengthen controls, establish decision rights, improve data and reporting, and deliver workflow and automation capabilities. This role leads onshore and offshore teams, develops talent and service standards, and serves as the senior Finance owner for billing and collections transformation.

Responsibilities

Provides enterprise leadership for billing and collections operations, establishing clear ownership, service standards, calendars, escalation paths and performance expectations across the full operating cycle.
Leads the Finance workstreams within the Lead-to-Cash program and partners with executive sponsors, business owners, technology owners and program leaders to align scope, priorities, milestones, dependencies and measurable outcomes.
Designs and implements a scalable billing operating model with a standard control core and configurable workflows appropriate for recurring, fixed-fee, milestone, time-and-materials, subscription/product and transaction-based revenue.
Owns strategies to reduce aged WIP and AR, accelerate invoicing and collections, improve DSO and cash conversion, and increase accountability for unresolved balances, disputes and promised payments.
Establishes governance for WIP adjustments, transfers, write-offs, write-downs, out-of-scope work, invoice approvals, holds, project closure and third-party collection referrals.
Partners with Practice and engagement leaders to clarify billing roles and decision rights among REs, PBSs, analysts, billers, collections and Finance, with emphasis on billing quality and client experience.
Defines the minimum commercial, engagement and project data required for effective billing, including scope, fee, rate, milestone, cadence, contact, purchase-order and exception information.
Partners with ED&T, ERP, data and architecture teams to establish business requirements for workflow, dashboards, structured data, client/project identity, integrations, automation and AI-enabled capabilities.
Provides business leadership for vendor discovery and implementation, ensuring that solution selection follows approved process design, architecture, controls, data requirements and measurable benefit expectations.
Builds and governs a billing and collections scorecard covering WIP aging, WIP addressed, billing cycle time, realization, write-offs, AR aging, disputes, DSO, cash conversion and other measures.
Ensures reliable management reporting, data definitions, monthly tie-outs, exception reporting and action-oriented review cadences for Finance and executive leadership.
Leads root-cause analysis of billing delays, rework, leakage, write-offs, collection failures and recurring exceptions, translating findings into process, policy, data, training and system improvements.
Develops the onshore/offshore operating model, capacity plan, role design, training curriculum, quality-review approach and succession plan for billing and collections teams.
Recruits, leads, coaches and develops managers, analysts and operational professionals; creates an environment of accountability, collaboration, continuous improvement and respect for Wipfli culture.
Partners with Accounting, FP&A and Treasury to align WIP, billing, AR, reserves, cash application, forecasting and management reporting, and supports audit and compliance requirements.
Maintains policies, procedures, controls and documentation for billing and collections and ensures changes are communicated, adopted and sustained.
Provides executive-level updates on operating performance, transformation progress, decisions, risks, capacity, vendor activity and financial outcomes.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, Operations, Information Systems or a related field.
10 or more years of progressive experience in billing, accounts receivable, collections, revenue operations, finance operations or related Lead-to-Cash functions.
5 or more years of people leadership experience, including leading managers or complex multi-location teams.
Demonstrated experience leading enterprise process redesign, operating-model change, workflow implementation or finance transformation across multiple business functions.
Experience in professional services, consulting, accounting, legal, engineering or another project-based and relationship-led services environment strongly preferred.
Working knowledge of WIP, realization, write-offs, billing methods, AR aging, DSO, disputes, cash application, reserves and financial controls.
Experience translating business processes into technology, data, dashboard, integration and automation requirements; Workday Financial Management experience preferred.
Experience leading onshore and offshore teams and managing change across diverse stakeholder groups.
MBA, CPA, CMA, Lean/Six Sigma, PMP or comparable process, finance or program credential preferred.
Ability to exhibit behaviors aligned with Wipfli’s core values.

Skills

Enterprise leadership
Business acumen
Strategic thinking
Process and systems thinking
Influence and communication
Financial and analytical judgment
Change leadership
Talent leadership
Execution discipline

Location

remote

Work Type

remote
full-time

Experience Level

10+ years experience
5+ years leadership experience

Education Level

Bachelor's degree
MBA, CPA, CMA, Lean/Six Sigma, PMP or comparable process, finance or program credential preferred

Salary/Compensations

$156,000 - $210,000

Benefits

Annual discretionary bonus
8 health plan options (HMO & PPO)
Dental and vision coverage
HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life insurance
Short and long-term disability coverage
401(k) savings plan & profit share with Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D

About the Company

At Wipfli, people count. Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Equal Opportunity

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com