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Director of Finance Operations - Credit to Cash

KBW Financial Staffing & Recruiting, Boston, MA, United States


KBW Financial Staffing & Recruiting has teamed up on a search for a strong, hands‑on leader to oversee and optimize the Order-to-Cash (O2C) function, including billing, collections, cash applications, and credit. This individual will manage a team of 30–35 professionals and play a key role in driving process improvements, system enhancements, and team development.

This is an excellent opportunity to join a PE‑backed, high‑growth organization where the right candidate can make a significant impact on both operations and team performance.

Key Responsibilities

  • Lead and manage a team of 30–35 across billing, collections, cash applications, and credit
  • Oversee the full Order-to-Cash cycle, ensuring accuracy, efficiency, and strong controls
  • Drive process improvements and identify opportunities for automation and scalability
  • Partner with leadership to upgrade systems and optimize workflows
  • Monitor key metrics related to cash flow, DSO, and collections performance
  • Develop, mentor, and elevate team members while fostering a positive, high‑performing culture
  • Collaborate cross‑functionally with Finance, Sales, and Operations

Ideal Candidate Profile

  • Experience in PE‑backed, high‑growth environments
  • Background in technology, services, or SaaS organizations strongly preferred
  • Proven leadership experience managing large teams (20–30+ employees)
  • Strong knowledge of billing, collections, cash applications, and credit
  • Experience with NetSuite preferred
  • Process‑oriented and systems‑focused, with a track record of driving improvements
  • Strong leadership presence with a positive attitude and ability to lead change
  • Demonstrated ability to upgrade teams, implement structure, and improve performance

Compensation: $150,000 - $170,000 plus bonus

For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at

KBW789

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