Job Description

We are seeking an experienced Capital Equipment Order-to-Cash Manager to lead the team responsible for managing capital equipment transactions from customer order through procurement, invoicing, and revenue recognition.

This position combines people leadership, accounting knowledge, ERP-driven operations, risk management, and customer service. The manager will oversee the functional use of Microsoft Dynamics 365 Finance & Operations, ensure transactional and contractual accuracy, and collaborate with Sales, Accounting, Vendors, IT, and other internal teams.

The ideal candidate understands how sales orders, purchase orders, costs, payment terms, invoicing, Accounts Receivable, Accounts Payable, and the General Ledger work together—and can turn that knowledge into an efficient, accurate, and customer-focused operation.

Responsibilities:

• Lead, mentor, train, and develop the Capital Order-to-Revenue team.
• Promote a customer-first approach throughout the entire capital equipment order lifecycle.
• Oversee capital equipment transactions from customer order through procurement, invoicing, and revenue recognition.
• Monitor order volume, transaction complexity, deadlines, and team capacity.
• Balance workloads and establish priorities to meet customer and business commitments.
• Establish and track key performance indicators measuring accuracy, timeliness, productivity, and customer experience.
• Collaborate with Sales, Accounting, Vendors, IT, and other departments to resolve transactional and operational issues.
• Oversee procurement activities, including vendor coordination, purchase-order approval, and contractual compliance.
• Apply accounting principles involving Accounts Receivable, Accounts Payable, the General Ledger, invoicing, costs, and payment terms.
• Ensure customer and vendor transactions align with applicable contracts, financial controls, and company procedures.
• Identify and manage financial and operational risks involving deadlines, costs, payment terms, invoicing, and contract compliance.
• Oversee the functional use of Microsoft Dynamics 365 Finance & Operations throughout the order-to-revenue process.
• Serve as a functional subject-matter expert for D365 F&O as it relates to capital equipment orders and transactions.
• Partner with Accounting and IT to troubleshoot system issues and support enhancements, testing, training, and user adoption.
• Develop, document, and continuously improve operational processes, financial controls, procedures, and system workflows.
• Take ownership of escalated issues and coordinate timely resolutions that minimize customer and financial impact.
• Ensure compliance with company policies, procedures, contractual obligations, and ethical standards.

Requirements:

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent professional experience.
• 5+ of management experience within order-to-cash, order-to-revenue, order fulfillment, accounting operations, sales operations, or a related function.
• Demonstrated experience leading, developing, and balancing the workload of an operational team.
• Strong understanding of ERP-driven financial and transactional workflows.
• Working knowledge of sales orders, purchase orders, invoicing, costs, payment terms, Accounts Receivable, Accounts Payable, and the General Ledger.
• Experience managing order-to-cash or order-to-revenue activities within an ERP platform.
• Microsoft Dynamics 365 Finance & Operations experience strongly preferred.
• Advanced Microsoft Excel proficiency.
• Experience interpreting customer, vendor, and contractual terms and understanding their financial and operational impact.
• Strong analytical, mathematical, and problem-solving abilities.
• Ability to manage competing priorities and make sound decisions in a fast-paced environment.
• Excellent interpersonal, organizational, communication, and conflict-resolution skills.
• Ability to build effective relationships across Sales, Accounting, IT, leadership, vendors, and customers.

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