Senior Manager of Financial Shared Services

Key Responsibilities

• Develops and executes a comprehensive shared services strategy encompassing
  Billing, Online Portals, Credit Risk Management and Accounts Receivable, ensuring
  alignment with organizational goals and financial objectives
• Leads and manages the Billing and Cash team, ensuring high performance in daily
  operations, while developing talent and promoting a culture of accountability and
  improvement
• Leads innovation and continuous improvement initiatives by evaluating and enhancing
  internal processes for scalability and efficiency
• Establishes and monitors key performance indicators (KPIs) and service level
  agreements (SLAs) to drive improvements in accuracy, efficiency, and timeliness
• Drives automation and system improvements in Billing and AR processes to increase
  scalability and reduce manual errors
• Serves as the primary escalation point for complex issues related to Customer billing,
  Online portals, Credit risk management, collections, and cash applications
• Partners with IT and finance teams to implement system enhancements or new tools
  that streamline financial processes, enhance data accuracy, and improve user
  experience
• Oversees, in conjunction with Treasury team, credit risk management including
  customer credit evaluations, credit limit approvals, and maintenance of credit policies
• Monitors cash flow related to accounts receivable, providing timely and accurate
  forecasts to senior management
• Maintains robust internal controls and audit readiness across all shared services
  functions
• Performs other related duties as assigned to support organizational success
• Completes assigned tasks in a safe, accurate, thorough, and alert manner
• Upholds Company policies and procedures
• Works in a professional manner with managers, supervisors, coworkers, customers, and
  the public

Supervisory Responsibility

• Delivers value-added results by effectively delegating tasks, managing performance, and
  training and developing employees in the following positions:
  • Billing team
  • Accounts Receivable team

Qualification & Requirements

• Strong verbal and written communication skills, with the ability to convey complex
  information clearly and effectively
• Data-driven mindset with strong analytical and problem-solving skills to support strategic
  decision-making and continuous improvement
• Proven leadership capabilities with a talent for motivating, mentoring, and developing
  high-performing teams
• Demonstrated ability to build strong relationships and collaborate across departments
  and with external stakeholders
• Thrives in fast-paced, dynamic environments, effectively managing shifting priorities and
  multiple projects simultaneously
• Strong initiative and ability to work independently and within a team environment.
• Proficient in project management methodologies and tools, with a successful track
  record of leading process improvement initiatives
• Skilled in ERP systems and financial technology platforms commonly used in shared
  services environments
• Proficient in Microsoft Office Suite, particularly Excel, for data analysis and reporting
• Exceptional attention to detail and excellent organizational skills

What We’re Looking For

• Bachelor’s degree in finance, accounting, business administration, or a related field from
  an accredited institution (or equivalent professional experience)
• Over 7 years of progressive experience in finance operations, shared services, or
  transactional accounting, including a minimum of 5 years in a leadership or management
  role
• Experience implementing automation and digital transformation projects within financial
  operations is highly desirable
• Familiarity with Lean and Six Sigma methodologies, with hands-on experience leading
  process improvement initiatives preferred
• Previous experience in HVAC Industry or other service business preferred

Physical Requirements:

• Continuously able to work in office environment
• Continuously able to operate a computer and other office productivity machinery,
  such as a copy machine, telephone, and computer printer
• Continuously able to sit at a computer for up to 8 hours
• Able to alternate between sitting and standing, as needed throughout the day
• Occasionally able to lift up to 15 lbs.
• Continuously requires vision, hearing, twisting, and talking
• Occasionally requires walking, lifting, carrying, reaching, kneeling,
  pushing/pulling, bending, and crouching
• Rarely requires climbing
• Ability to travel on occasion

• May be required to use personal smartphone with a camera capable of reading a QR
  code for 2 factor authentication

Benefits

Outstanding Benefits:

• Multiple health plans, including a FREE employee-only option
• Dental and vision coverage starting after just 30 days
• FREE life insurance equal to your annual salary
• 401(k) with 50% company match on the first 6%
• Optional supplemental coverage for life, disability, accidents, and critical illness

Generous Time Off:

• Seven paid holidays plus Paid Time Off
• Exclusive discounts on travel, auto, dining, and more