MANAGER, ORDER TO CASH
The Order to Cash (O2C) Supervisor is responsible for overseeing and executing the end-to-end revenue cycle, from order processing through cash collection and reconciliation. This role directly supervises one AR Accountant responsible for billing and plays a hands-on role in collections, cash application, and process improvement. The O2C Supervisor serves as the primary point of contact for customer account issues and works cross-functionally with Sales, Operations, and senior Finance leadership to ensure timely and accurate revenue recognition.
Order Management & Invoicing
- Review customer invoices prepared by the AR Accountant, ensuring accuracy and timeliness. This particularly includes review of PO receipts.
- Partner with customer service to cover the full billing cycle, including procedure verification, PO receipt, invoice generation, and delivery confirmation.
- Maintain billing standards and ensure alignment with customer contracts and pricing agreements.
- Track and ensure proper issuance and receipt of purchase orders (POs) for all reportable revenue, including hospital and IDN accounts, surgeon preference card-driven procedures, and loaner/consignment instrument sets; ensure POs are obtained promptly following case completion in accordance with revenue recognition requirements.
- Partner with customer service to coordinate with Sales Representatives, RSD, OR/surgical scheduling staff, and hospital purchasing departments to resolve missing, incomplete, or disputed POs before month-end close.
- Maintain a PO tracking log or system workflow to monitor open cases pending PO receipt and escalate aged items to Sales leadership.
- Identify and resolve billing discrepancies in coordination with Sales and Operations teams.
Accounts Receivable & Collections
- Manage the AR aging report and proactively drive collection efforts to minimize past-due balances.
- Establish and maintain customer payment plans and escalation procedures for delinquent accounts.
- Monitor DSO (Days Sales Outstanding) and other AR KPIs, reporting results to leadership (AR Situation Room)
- Serve as primary escalation point for collection issues and customer disputes.
Cash Application & Reconciliation
- Oversee accurate and timely application of customer payments to open invoices.
- Perform or review monthly AR account reconciliations and ensure balances agree to the general ledger.
- Support month-end close activities, including AR aging review and bad debt reserve analysis.
Team Supervision
- Directly supervise one AR Accountant, providing day-to-day guidance, workload management, and performance feedback.
- Conduct regular one-on-ones and annual performance reviews for direct report.
- Train and develop team on collection best practices, company procedures, and communication
- Serve as backup for direct report's core responsibilities as needed.
Process Improvement & Compliance
- Identify inefficiencies in the O2C cycle and recommend or implement process improvements.
- Actively pursue customer accounts to reduce banking fees (credit card usage).
- Ensure compliance with internal controls, accounting policies, and audit requirements.
- Maintain documentation for O2C procedures and update SOPs as needed.
- Support internal and external audits by providing AR documentation and analysis.
Education
- Bachelor's degree in Accounting, Finance, or a related field preferred.
- Associate's degree with substantial relevant experience will be considered.
Experience
- +5 years of progressive accounts receivable or order-to-cash experience.
- Prior supervisory or team lead experience preferred.
- Experience with ERP systems, particularly QuickBooks required. Experience with Implant Base and other ERP systems preferred.
Skills & Competencies
- Strong understanding of the full O2C cycle, including billing, collections, and cash application.
- Excellent attention to detail and ability to manage competing priorities in a deadline-driven environment.
- Effective written and verbal communication skills; comfortable interacting with customers and internal stakeholders.
- Proficient in Microsoft Excel; experience with AR modules and reporting tools a plus.
- Demonstrated ability to lead, coach, and hold a team member accountable.
