The Director, Documentation & Financial Process Excellence provides strategic leadership for documentation management, invoice processing, and financial operations within Hub Group's Consolidation and Fulfillment Services (CFS) business. This role is responsible for driving operational excellence, process governance, and continuous improvement initiatives that enhance documentation compliance, optimize working capital performance, reduce revenue cycle delays, and improve customer satisfaction. Partnering closely with Operations, Billing, Finance, Collections, Customer Service, and Technology leaders, the Director develops scalable processes, performance standards, and automation strategies that improve efficiency, strengthen financial controls, mitigate operational risk, and support profitable growth across the CFS organization. The Director leads teams responsible for documentation and financial operations while fostering a culture of accountability, continuous improvement, and service excellence.
Essential Job FunctionsBusiness Unit Leadership
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Lead the documentation, invoice processing, and financial operations functions for the assigned business unit, ensuring alignment with business objectives and customer requirements.
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Develop and execute business unit strategies to improve documentation compliance, financial performance, operational efficiency, and customer service and identify areas for improvement through process discipline, automation, and standard work.
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Partner with Billing, Operations and Finance to identify risks, remove operational barriers, and drive performance improvements.
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Serve as the primary escalation point for complex documentation, billing, payment, and operational issues impacting financial results.
Operational Performance & Continuous Improvement
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Establish goals, metrics, and performance standards for documentation management, invoice processing, unbilled revenue reduction, and aging performance.
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Monitor key performance indicators, identify trends, and implement corrective actions to achieve business unit targets.
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Lead continuous improvement initiatives to streamline workflows, eliminate process inefficiencies, and improve service levels.
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Champion process standardization and automation opportunities within the business unit to improve productivity and scalability.
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Ensure recommended process improvements are implemented and sustained.
Financial Management & Working Capital Improvement
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Provide oversight of documentation-related financial metrics, including unbilled shipments, aging inventories, payment cycle performance, and backlog management.
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Partner with Collections, Operations, and Finance teams to improve cash flow, reduce revenue delays, and resolve documentation-related payment issues.
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Analyze documentation and payable trends and provide recommendations to business unit leadership to improve operational and financial performance.
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Support business unit initiatives related to DPO, working capital optimization, and expense management.
Cross-Functional Partnership
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Build strong relationships with Operations, Dispatch, Maintenance, Finance, Customer Service, Collections, and Information Technology teams.
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Collaborate with internal stakeholders to ensure documentation and payment processes support operational objectives while maintaining appropriate controls.
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Work closely with operational leaders to eliminate shipment documentation issues that impact customer billing and carrier payments.
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Represent the function during customer discussions, audits, business reviews, and operational planning activities when necessary.
Team Leadership & Talent Development
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Lead and develop managers, supervisors, and team members responsible for documentation and financial operations activities.
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Create a culture of accountability, urgency, continuous improvement, and customer focus.
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Develop talent through coaching, succession planning, cross-training, and performance management.
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Ensure organizational structure, staffing levels, and skill sets support current and future business needs.
Additional Responsibilities
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Prepare and present performance metrics, business reviews, and improvement plans to business unit leadership.
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Support acquisitions, new customer implementations, and operational growth initiatives as required.
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Duties, responsibilities and activities may be assigned or changed from time to time.
Minimum Qualifications
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Bachelor's degree in Business, Accounting, Finance, Supply Chain, Logistics, or related field required.
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8+ years of experience in financial operations, documentation management, transportation operations, shared services, accounts payable, accounts receivable, or related functions.
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5+ years of progressive leadership experience managing managers, supervisors, or large functional teams.
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Strong knowledge of process improvement, financial controls, operational metrics, and business performance management.
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Experience leading cross-functional projects and driving operational change initiatives.
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Advanced Microsoft Excel and reporting capabilities, including large data analysis and performance reporting.
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Strong business acumen with the ability to translate operational challenges into actionable solutions.
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Excellent communication, stakeholder management, and leadership skills.
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Transportation, logistics, or supply chain experience preferred.
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Ability to travel periodically as business needs require.
Salary: Up to $117,000/year base salary + Bonus and Equity Eligibility
This is an estimated range based on the circumstances at the time of posting, however it may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand.
Benefits We offer a comprehensive benefits plan including:
- Medical
- Dental
- Vision
- Flexible Spending Account (FSA)
- Employee Assistance Program (EAP)
- Life & AD&D Insurance
- Disability
- Paid Time Off
- Paid Holidays
Skills Required
- Bachelor's degree in Business, Accounting, Finance, Supply Chain, Logistics, or related field
- 8+ years experience in financial operations, documentation management, transportation operations, shared services, AP/AR, or related functions
- 5+ years progressive leadership experience managing managers, supervisors, or large functional teams
- Strong knowledge of process improvement, financial controls, operational metrics, and performance management
- Experience leading cross-functional projects and driving operational change initiatives
- Advanced Microsoft Excel and reporting capabilities, including large data analysis and performance reporting
- Excellent communication, stakeholder management, and leadership skills
- Ability to travel periodically as business needs require
- Transportation, logistics, or supply chain experience
What We Do
For 50 years, Hub Group has been dedicated to serving customers with innovative, premier supply chain solutions tailored to each client’s needs. We understand your business needs are constantly evolving, so we design transportation solutions to scale and evolve with them. Supported by a powerful asset-backed network of 45,000 53’ intermodal containers, nearly 4,000 drivers, 5,500 trailers and 29 terminals, our transportation solutions are strategically built to drive long-term success. We work with your organization to deliver high-quality service while incessantly refining and improving your supply chain to forge a clearer route ahead. Hub Group provides industry-leading solutions for customers that want better control over costs, higher levels of service and a streamlined approach to their supply chain. Our solutions harness proprietary technology to optimize multimodal networks for customers operating both domestically and across the globe. Through customer-centric strategies and programs, we centralize all communication, management and accountability for your supply chain – allowing you to focus on other areas of your business. Our end-to-end suite of solutions is blended and delivered to customers with a single point of contact, supported by teams that look deeper into supply chains to extract hidden value. We advance sustainability initiatives, provide better visibility and help navigate customers’ businesses towards their unique goals. And on top of that, we remain true to our roots with a culture of service, innovation and integrity. Because we believe the way you do something is just as important as what you do. At Hub Group, we know The Way Ahead.
