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
Not Met Priorities
What still needs stronger evidence
Requirements
Experience in PE-backed, high-growth environments
Proven leadership experience managing large teams (20–30+ employees)
Strong knowledge of billing, collections, cash applications, and credit
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
Preferred Skills
Experience in PE-backed, high-growth environments
Background in technology, services, or SaaS organizations strongly preferred
Experience with NetSuite preferred
Process-oriented and systems-focused, with a track record of driving improvements
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
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 Ideal Candidate Profile
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 Compensation: $150,000 - $170,000 plus bonus 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