Director of Transactions

Job Description

Purpose

The Director of Transactions is responsible for the oversight of all Billing, Accounts Receivable (AR), Collections and Accounts Payable (AP) functions, including the supervision of staff within these departments and ensuring that all work is completed in a timely and accurate manner. The Director of Transactions is also responsible for process improvements and integrating newly acquired companies into these functions. The team is currently comprised of an AP Manager, AP Supervisor, 4 AP Analysts, AR Manager, AR Supervisor, Collections Supervisor, 8 Billing/AR analysts & 2 Collections analysts.

Key Responsibilities

• Oversee the Transaction Processing department, including Billing, Accounts Receivable (AR), Collections, and Accounts Payable (AP), ensuring timely, accurate, and compliant operations.
• Monitor departmental performance, identify opportunities to improve efficiency, and drive standardization across processes and systems.
• Track, analyze, and present key performance indicators (KPIs) to senior leadership, supporting data-driven decisions and continuous improvement.
• Lead the integration of acquisitions into the Billing and Accounts Payable modules of Microsoft Dynamics D365 platform, including discovery calls, process onboarding, data migration, training delivery, and post-go-live support.
• Support budgeting and forecasting activities by providing accurate transaction data and insights.
• Collaborate with finance leadership and branch partners to align transaction functions with broader organizational goals and ensure effective service delivery.
• Serve as the escalation point for complex billing and payment issues, ensuring timely resolution and customer satisfaction.
• Manage AR functions including accurate cash application, DSO performance, and credit memo/write-off processing.
• Develop and implement effective collection strategies to reduce delinquency and optimize cash flow.
• Monitor aging reports and ensure timely follow-up on past-due accounts by the collections team
• Oversee AP operations, ensuring compliance with contractual terms, tax requirements, invoice validation, and discrepancy resolution.
• Lead, coach, and develop staff through regular one-on-ones, training, performance feedback, and career development support.
• Address personnel matters such as performance management, staffing adjustments, and conflict resolution.
• Ensure adherence to internal policies, external regulations, and Service Level Agreements (SLAs).
• Support audit readiness and year-end close processes in collaboration with the Corporate and Branch Controllers.
• Participate in special projects and process improvement initiatives as assigned by leadership.
• Other duties as assigned.
  
  

Requirements

Qualifications & Experience

• Associate or bachelor’s degree in accounting, business administration, or related field is required.
• 7+ years of experience in Billing, AR, Collections, and AP with at least 5 years in a supervisory role.
• Experience in specific billing processes, such as management fee, administrative service, property and maintenance billable is preferred.
  
  

Skills / Other Requirements

• Proficiency with Microsoft Office products (Excel, Word, Outlook, etc)
• Experience with a major ERP system (i.e. Microsoft Dynamics, Oracle, SAP, etc.) is required (Microsoft Dynamics preferred)
• Ability to analyze financial data.
• Must be very detail oriented, possess excellent follow-through, and can multi-task.
• Excellent communications and interpersonal skills.
• Strong problem-solving skills with acute attention to detail and ability to meet tight deadlines and goals
• Ability to professionally communicate both internally and externally with individuals at all levels of an organization, including senior leadership.
• Ability to handle sensitive customer situations tactfully and effectively.
• Exceptional time management skills.
• Knowledge of relevant laws and regulations (e.g., Fair Debt Collection Practices Act).
• Understanding of, or experience in, the Community Association Management Industry preferred.
  
  

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.