Capital Equipment Order-to-Cash Manager

Windsor, CT
Posted 1 day ago

Capital Equipment Order-to-Revenue Manager

Location: Windsor, CT

We are in search of a seasoned Capital Equipment Order-to-Cash Manager to oversee the team tasked with managing capital equipment transactions from customer order placement to procurement, invoicing, and revenue recognition.

This role requires a blend of leadership skills, accounting expertise, proficiency in ERP operations, risk management capabilities, and a strong focus on customer service. The manager will supervise the usage of Microsoft Dynamics 365 Finance & Operations, ensure accuracy in transactions and contracts, and collaborate with Sales, Accounting, Vendors, IT, and other internal departments.

The ideal candidate will possess a comprehensive understanding of how sales orders, purchase orders, expenses, payment terms, invoicing, Accounts Receivable, Accounts Payable, and the General Ledger intersect—and be able to transform this knowledge into a streamlined, precise, and customer-centric operation.

Responsibilities:

Lead, mentor, train, and develop the Capital Order-to-Revenue team.
Foster a customer-first approach for the complete capital equipment order lifecycle.
Supervise capital equipment transactions from customer order to procurement, invoicing, and revenue recognition.
Oversee order volume, complexity of transactions, deadlines, and team capacity.
Manage workloads and set priorities to meet customer and business obligations.
Establish and monitor key performance indicators to measure accuracy, timeliness, productivity, and customer experience.
Collaborate with Sales, Accounting, Vendors, IT, and other departments to tackle transactional and operational challenges.
Supervise procurement activities, including vendor coordination, purchase-order approval, and adherence to contracts.
Apply accounting principles related to Accounts Receivable, Accounts Payable, the General Ledger, invoicing, costs, and payment terms.
Ensure customer and vendor transactions comply with applicable contracts, financial controls, and company protocols.
Identify and address financial and operational risks linked to deadlines, expenses, payment terms, invoicing, and contract compliance.
Oversee the functional application of Microsoft Dynamics 365 Finance & Operations throughout the order-to-revenue process.
Act as a functional expert for D365 F&O concerning capital equipment orders and transactions.
Collaborate with Accounting and IT to troubleshoot system issues and support enhancements, testing, training, and user adoption.
Develop, document, and continuously refine operational processes, financial controls, protocols, and system workflows.
Take responsibility for escalated issues and coordinate prompt resolutions to mitigate customer and financial repercussions.
Ensure adherence to company policies, procedures, contractual obligations, and ethical standards.

Requirements:

Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent professional experience.
5+ years of management experience in order-to-cash, order-to-revenue, order fulfillment, accounting operations, sales operations, or a related area.
Demonstrated expertise in leading, developing, and balancing the workload of an operational team.
Strong grasp of ERP-driven financial and transactional workflows.
Understanding of sales orders, purchase orders, invoicing, costs, payment terms, Accounts Receivable, Accounts Payable, and the General Ledger.
Experience managing order-to-cash or order-to-revenue activities within an ERP platform.
Preference for experience with Microsoft Dynamics 365 Finance & Operations.
Advanced proficiency in Microsoft Excel.
Experience interpreting customer, vendor, and contractual terms and assessing their financial and operational implications.
Excellent analytical, mathematical, and problem-solving skills.
Ability to manage conflicting priorities and make informed decisions in a fast-paced environment.
Outstanding interpersonal, organizational, communication, and conflict-resolution aptitudes.
Ability to build effective relationships across Sales, Accounting, IT, leadership, vendors, and customers.