Responsibilities:

• Own execution of recurring billing operations: invoice setup/maintenance, schedule integrity, and coordination of monthly/quarterly review cycles.
• Coordinate billing corrections and credits logistics; prepare documentation and recommendations; escalate policy/exception decisions as required.
• Maintain job role and manager assignment integrity in Practice Engine and related billing systems; coordinate bulk cleanups and ongoing updates.
• Develop and maintain operational guardrails, SOPs, and runbooks for finance operations processes; train team members and ensure consistent application.
• Manage data quality across reporting layers (Power BI outputs, dashboards, extracts) and reconcile variances prior to leadership reliance.
• Support the annual budget cycle and in-year forecasting: validate personnel / requisition linkage, support bottoms-up assumptions, and coordinate updates with FP&A.
• Triage and manage finance-operations requests via ticketing / shared inboxes; delegate appropriately to offshore/onshore resources and track closure.
• Monitor and report KPIs: billing timeliness, exception volume, data-quality defect rate, and cycle times; drive continuous improvement and automation.
• Coordinate cost-center approvals and finance operations vendor invoice workflows when delegated; ensure proper coding and routing.

Qualifications:

• 5+ years in finance operations, billing operations, revenue operations, or accounting/controllership within a professional services or recurring-revenue environment.
• Demonstrated experience with time & billing systems and operational finance workflows; strong process-control mindset.
• Advanced Excel skills; working knowledge of Power BI/reporting outputs; ability to reconcile across systems.
• Experience with Workday and/or Workday Adaptive Planning strongly preferred (or comparable ERP/planning platforms).
• Proven ability to lead cross-functional stakeholders, set expectations, and drive closure in a high-volume environment.
• Comfortable designing SOPs, defining controls, and improving processes through automation and standardization.
• Success Measures (First 90–180 Days)
• Stabilize billing operations cadence and reduce rework
• Improve data integrity across systems and reporting
• Deliver reliable billing and forecast support with minimal leadership intervention

• Medical, Dental, and Vision Insurance on the first day of employment

• Flexible Spending Account and Dependent Care Account

• 401k with Profit Sharing

• 9+ holidays and discretionary time off structure

• Parental Leave – coverage for both primary and secondary caregivers

• Tuition Assistance Program and CPA support program with cash incentive upon completion

• Discretionary incentive compensation based on firm, group and individual performance

• Incentive compensation related to origination of new client sales

• Top rated wellness program

• Flexible working environment including remote and hybrid options

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.