Cohen & Co · 5 hours ago
Director, Billing & Revenue Operations
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$120K/yr - $150K/yr
12+ years expCohen & Co is a complex professional services firm seeking a Director of Billing & Revenue Operations to lead the firm’s end-to-end billing lifecycle. The role involves overseeing billing execution, revenue realization support, and ensuring alignment between engagement economics and financial reporting.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
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
Qualification
Required
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
Preferred
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
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
501-1000 employees
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
Recent News
2025-10-25
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