Tasks and Responsibilities:

Team Leadership &

- Development

- Lead, coach, and develop a team of Revenue &
- AR Specialists and Collection Specialists, which includes setting goals, developing training plans, and providing regular performance feedback

- Frequently evaluate the team structure, roles, and workload so the team can scale with the business

- Build a culture of comradery, accountability, and continuous improvement

- Develop strategic department goals with the Director of Finance and other Finance leadership on a quarterly and annual basis

Business Partnership

- Assist Sales and Legal to negotiate payment terms, renewals, price increases, and other contractual terms with customers, as necessary

- Collaborate with Customer Success on areas such as customer retention strategies, disputes, and cancellations. Ensure that cancellations are documented accurately to support data driven decision making. Lead weekly cancellation review calls with Customer Success

- Engage with customers to solve contract, billing, and collection situations and inquiries

- Assess situations that lead to commission clawbacks and make recommendations to Finance and RevOps leadership

- Turn financial information into transparent, practical insights for non-finance stakeholders

SaaS Contracts, Billing, and Revenue

- Review and approve customer contracts created and amended in Sage Intacct, to ensure that revenue, deferred revenue, and AR are reported accurately under US GAAP (ASC 606)

- Ensure that team members are given appropriate guidance and instruction to capture complex contract events. These include annual price increases, renewals, co-terms, amendments, upgrades and downgrades, cancellations, credits, and refunds

- Review complex billing scenarios to confirm invoicing follows contract terms

- Review month-end revenue journal entries and AR, and perform revenue and deferred revenue reconciliations





- Prepare and analyze month-end ARR/MRR movements, such as new, expansion, price increase, contraction, and churn, and explain the key drivers

- Support the year-end audit for revenue and AR

- Proactively seek ways to capture contractual terms and billing arrangements in systems of record to develop system driven contract and billing workflows and automation

- Review and approve team member work performed, including contract setup and amendments, billing arrangements, cash application, credits, refunds, and adjustments. Perform a series of month-end tasks and responsibilities to ensure accurate reporting of revenue, accounts receivable, and deferred revenue

Collections &

- Working Capital

- Develop and maintain collection strategies to reduce overdue AR and keep the balance within an acceptable level

- Leverage tools such as YayPay to implement automated collection workflows

- Actively engage with customers that have overdue balances that reach management escalation thresholds

- Assess AR for bad debt and set the reserve at each quarter-end

- Define and track team KPIs to assess the productivity and contributions of team members and evaluate the state of accounts receivable

- Deliver weekly AR Dashboard and Overdue AR reports to finance leadership

- Drive improvements in working capital and cash conversion

Process Design &

- Continuous Improvement

- Own the quote-to-cash process. Find bottlenecks, then redesign workflows for efficiency, accuracy, and scale





- Actively maintain the Quote-to-Cash Playbook, which documents standard operating procedures, unusual scenarios, FAQs, and training materials for team members

- Use Sage Intacct and connected systems (Salesforce, YayPay, Stripe, Avalara Tax) to automate manual work and drive data integrity

- Lead or support system evaluation, selection, implementation, and training projects, when necessary. Work with the FP&A; and Finance Transformation team to drive continuous change in the Revenue and AR team

- Seek opportunities to leverage AI capabilities in day-to-day tasks and responsibilities. Work with AI engineers and the Finance Transformation team to build AI Agents where applicable

Qualifications:

- University degree in business, accounting, or a related field

- CPA designation is preferred,

- 5+ years of relevant experience, including at least 2 years in a people management role

- Experience building and managing teams, ideally including early-career staff

- Strong business partnering and stakeholder management skills, and confidence engaging in and leading conversations with internal and external stakeholders

- Experience with B2B SaaS revenue and billing is strongly preferred, with a thorough understanding of subscription contract mechanics and familiarity with ASC 606

- A proven track record of designing and implementing process improvements and system enhancements

- Experience with Sage Intacct or similar ERP system is an asset, particularly with contracts module;

experience with billing or quoting tools is a plus

- High proficiency using Excel and PowerPoint;

experience analyzing large data sets, building reports, and delivering insights

- Proven experience leveraging AI tools such as Claude to perform daily tasks.

Experience using AI Agents is a plus

- Excellent verbal and written communication skills

📌 Manager, Revenue and AR (Whistler)
🏢 Vaco by Highspring
📍 Whistler