The Role
Manage day-to-day finance and billing operations for Client Accounting Services. Ensure invoice setup and schedule integrity, coordinate billing corrections, maintain role and billing system data, develop SOPs and controls, reconcile reporting variances, support budgeting/forecasting, triage finance requests, monitor KPIs, and drive process improvement and automation.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Operations Manager to join their dynamic team.
The Manager, Finance Operations & Billing Integrity is responsible for executing and coordinating core CAS finance operations workflows within established financial and operational guardrails. This role serves as the primary liaison between segment partners, Operations, Technology, and Finance to ensure billing accuracy, data integrity, and alignment across teams.
The Manager owns day-to-day execution and validation of finance operations processes, while leadership retains responsibility for financial interpretation, decision-making, and external-facing implications.
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
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- 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.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Skills Required
- 5+ years in finance operations, billing operations, revenue operations, or accounting/controllership within professional services or recurring-revenue environment
- Experience with time & billing systems and operational finance workflows; strong process-control mindset
- Advanced Excel skills
- Working knowledge of Power BI/reporting outputs and ability to reconcile across systems
- Experience leading cross-functional stakeholders and driving closure in a high-volume environment
- Comfortable designing SOPs, defining controls, and improving processes through automation and standardization
- Experience with Workday and/or Workday Adaptive Planning (or comparable ERP/planning platforms)
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The Company
