Cohen & Co Advisory

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Looking to step into a high-impact leadership role within a complex professional services firm? As Director of Billing & Revenue Operations, you’ll own the firm’s end-to-end billing lifecycle, lead a centralized on-shore/off-shore delivery model, and partner closely with firm leadership and practice leaders to drive billing excellence, improve realization, and support scalable growth across a multi-office public accounting firm. Revenue Operations Leadership - Lead the firm’s billing and revenue operations function, including: - Centralized billing execution - Revenue realization support - Governance over billing-related policies and processes - Establish firm-wide standards, controls, and performance expectations for billing and revenue operations - Ensure alignment between engagement economics, billing execution, and financial reporting Centralized Billing Strategy & Execution - Design, implement, and continuously improve the firm’s centralized billing operating model - Ensure accurate and timely billing across all engagement types: - Time & materials - Fixed fee - Retainers - Milestone and progress billing - Oversee unbilled WIP management, billing cycle times, and write-ups/write-downs - Serve as the executive escalation point for complex, sensitive, or high-risk billing matters Off-Shore / Global Delivery Management - Provide strategic oversight of off-shore billing and revenue operations teams - Define operating models, SLAs, productivity benchmarks, and quality standards - Partner with global delivery leadership on workforce planning, capacity management, and scalability - Ensure effective time-zone coordination, governance, and escalation protocols - Drive documentation, training, and knowledge transfer for off-shore teams Partner & Practice Engagement - Act as a strategic advisor to engagement partners and practice leaders on: - Billing strategy and execution - Engagement economics and realization optimization - Complex or non-standard billing arrangements - Influence partner behavior through data-driven insights and consistent governance - Support firm initiatives related to pricing models, engagement structures, and profitability Reporting, Analytics & Insights - Develop and own billing and revenue operations dashboards and KPIs, including: - Billing cycle time - Unbilled WIP aging - Realization and margin impact - Write-ups/write-downs - Offshore productivity and quality metrics - Provide actionable insights to executive leadership and the partnership - Use data and trend analysis to drive continuous improvement and strategic decisions Systems, Automation & Process Transformation - Own billing and revenue operations processes within the firm’s practice management and ERP systems - Lead system implementations, upgrades, and automation initiatives related to billing and revenue workflows - Partner with IT, FP&A, and Global Delivery on scalable technology solutions - Champion standardization, automation, and digitization across billing processes Governance, Risk & Controls - Ensure strong internal controls over billing and revenue-related processes - Support internal and external audits related to billing and revenue recognition - Ensure compliance with GAAP, firm policies, engagement terms, and regulatory requirements - Proactively identify and mitigate billing and revenue execution risks Leadership & Talent Development - Build, lead, and develop high-performing on-shore and off-shore billing teams - Establish clear accountability, performance metrics, and development pathways - Foster a culture of quality, ownership, and continuous improvement - Serve as a visible leader within the firm’s finance and operations organization Qualifications - Bachelor’s degree in Accounting, Finance, Business Administration, or related field - CPA certification preferred but not required Requirements - 12–15+ years of progressive experience in billing, revenue operations, or finance - Experience in public accounting or professional services required - Proven leadership of centralized billing models - Demonstrated experience managing off-shore or global delivery teams - Experience partnering with senior leadership and firm partners Benefits - Comprehensive and competitive Total Rewards package - Time off outside of your standard PTO to give back to the community - Annual discretionary merit increases and bonuses - Talent development resources to tap into growth opportunities Company Description At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients, and our people. - Championing the importance of diversity, equity, and inclusion - Embracing the unique stories, backgrounds, perspectives, and ideas that come from our people

Role Description We’re seeking a skilled Workday HCM System Administrator to join our IT team and support the ongoing optimization and administration of our Workday platform. In this role, you’ll ensure the system operates smoothly and securely while collaborating with stakeholders in our People & Culture (HR) department. If you're detail-oriented, technically strong, and passionate about driving data integrity, process improvement, and cross-team collaboration, we’d love to hear from you! What You'll Do - Serve as the primary technical administrator of the Workday HCM system, ensuring stability, security, and performance across all HCM modules (Core HCM, Compensation, Benefits, Recruiting, Payroll and Absence). - Manage user access, security roles, and system configurations, including periodic access reviews and compliance checks. - Configure and update business processes, calculated fields, notifications, and security settings based on business needs. - Partner with the Technology & Operations team and HRIS to troubleshoot system issues, manage & build integrations, and coordinate system updates and feature rollouts. - Perform data audits, mass data uploads/updates (EIBs), and regular validation to maintain accuracy and compliance with data governance policies. - Monitor system performance, resolve errors, and manage escalated user support issues (Tier 2/3). Data Management & Reporting - Oversee data integrity and accuracy within the HCM system, ensuring all employee and organizational data is complete, accurate, and secure. - Support data migration, validation, and compliance with internal and external reporting requirements. - Build, enhance, and maintain custom and advanced reports and dashboards to support HR, Finance, and Payroll operations. - Collaborate with Finance on position management, cost center hierarchies, and payroll audit reporting. Cross-Functional Support - Collaborate with People & Culture and IT teams to gather requirements and deliver effective system solutions. - Assist with user training and documentation to promote effective system use across departments. Collaboration & Change Management - Partner closely with HRIS on data stewardship, change management, and business analysis to ensure alignment between technical and functional needs. - Collaborate with cross-functional teams—including People & Culture, Finance, Payroll, and Technology & Operations Services, to deliver effective, scalable system solutions. - Manage change control processes, including configuration tracking, stakeholder communication, and user training related to new features or process enhancements. - Work with internal technology teams and external vendors to maintain system efficiency, troubleshoot issues, and implement updates. Continuous Improvement & Projects - Stay current on Workday Community updates, release notes, and best practices to drive continuous improvement. - Lead or support Workday enhancement projects, ensuring smooth testing, documentation, and deployment of new capabilities. - Promote user adoption and education through documentation, training sessions, and proactive support. Qualifications - Minimum 3 years’ experience as a Workday HCM System Administrator, ideally within accounting, finance, or professional services. - Hands-on experience with Core HCM, Recruiting, Payroll, and Benefits modules. - Proven ability to configure business processes, security roles, and calculated fields, and perform EIB data loads. - Experience maintaining data governance standards and ensuring system compliance. - Demonstrated success partnering with Finance, Payroll, and IT to align data and configurations. - Strong communication, analytical, and problem-solving skills, with the ability to work cross-functionally in a collaborative environment. - Comfortable leading testing and documentation of Workday semi-annual updates and system enhancements. - Experience collaborating with Finance on position management, cost center hierarchies, and payroll audit reporting. Preferred Qualifications - Workday certification(s) in Core HCM, Reporting, or Security. - Experience supporting Workday implementations or new module rollouts. - Familiarity with & aptitude to learn 2-3 more areas. - Bachelor's degree in information systems or a related technical field; HR or Accounting background a plus. Location - Akron, Cleveland, or Youngstown, OH - Chicago, IL - Pittsburgh or Philadelphia, PA - Baltimore, MD - Milwaukee, WI - Buffalo or New York City, NY - Detroit or St. Clair Shores, MI - Denver, CO Benefits - Comprehensive and competitive Total Rewards package. - Time off outside of your standard PTO to give back to the community. - Annual discretionary merit increases and bonuses. - Talent development resources to tap into growth opportunities.