Our Firm



Director, Order to Cash (Transactional Accounting)


Vertafore | Finance | Denver, CO

As Director of Order to Cash (Transactional Accounting) you will manage the team through the order to cash cycle and ensure that all financial transactions are executed and documented accurately and timely.  This individual will be responsible for overseeing all billing, fulfillment, order management, collections, cash applications and accounts receivable operations.  The Director of Order to Cash will focus on implementing standardize processes and procedures and continuously improve the financial and operational processes of the group.  It is important that the person that fills this role is hands on and able to contribute as both manager and individual contributor, within his/her team as well as cross-functionally, most notably with other general and administrative areas.

 Key Responsibilities

  • Manage billing, fulfillment, order management, collections, cash applications and accounts receivable operations
  • Manage processes for assessment and extension of credit, collection of receivables, application of cash received and AR/DSO forecasting
  • Establish goals and monitor key performance metrics to measure the quality and efficiency of the invoicing, fulfillment timing, credit and collection processes
  • Billing Process optimization and Revenue Leakage Elimination
  • Ensures credits and/or rebill processes are streamlined processes that are handled accurately in a timely manner
  • Prepare and review reports with senior management
  • Actively manage and develop team through setting challenging goals and maintaining accountability in order to meet companywide objectives
  • Work with all levels of functional management within the Company to create an environment conducive to a service-oriented culture and continuous improvement
  • Leverage and improve financial systems and related processes
Skills & Requirements

Professional and Technical Competencies    

  • Experience managing and strategizing for Order to Cash (o2c) functions including but not limited to Billing, Fulfillment, Order Management, Collections, Cash Application and related finance functions

General Business

  • Understands general business issues including external factors that impact the business and industry
  • Demonstrates the ability to follow sound business ethics when executing job responsibilities to build and maintain management confidence
  • Highly proficient in MS office applications (Word, Excel, Access, PowerPoint) and an ERP system environment


  • Organizes and executes personnel management activities for direct staff including recruiting, performance management, training and career development to ensure the attracting and retaining the highest caliber of employees
  • Ability to prioritize assignments, deal with interruptions, and meet deadlines in a fast-paced and growth-oriented environment
  • Innovative and driven, with a superior ability to execute
  • Excellent communication skills; possess the interpersonal and leadership qualities required to continuously motivate and develop the workforce

Behavioral Competencies

  • Robust interpersonal skills, driven with an attention to detail
  • Customer Focus
  • Integrity
  • Strategic
  • Creative and Innovative
  • Collaborative and team oriented
  • Adaptable/Open to Change
  • Accountable
  • Exercises Good Judgment

Experience & Education Requirements    

  • 10+ years of relevant accounting experience required
  • Minimum of 7 years of management experience
  • Foundational public accounting experience preferred
  • Experience with ERPs systems (NetSuite desirable but not required)
  • Experience with CRM systems (Salesforce desirable)
  • Experience in the software as a service industry preferred
  • Bachelor’s degree in Accounting or related field required

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law equal employment.