Capital Order-to-Revenue Manager

Summary of Responsibility:

The Capital Order-to-Revenue Manager leads and develops a team responsible for managing the complete order-to-revenue process for capital equipment sales. This role ensures the accurate and timely execution of transactions from customer order through procurement, invoicing, and revenue recognition while maintaining a strong customer-first approach. The manager oversees the effective use of Microsoft Dynamics 365 Finance & Operations (D365 F&O), applies accounting principles to daily operations, and collaborates across Sales, Vendors, Accounting, IT, and other departments to ensure transactional accuracy and resolve issues.

Additionally, the manager drives operational efficiency, manages financial and contractual risks, and continuously improves processes to support both the customer experience and business objectives.

• Maintain a customer-first mindset across the Capital Order-to-Revenue team, ensuring a positive customer experience throughout the order-to-revenue process.
• Lead, mentor, and develop the team by providing guidance, training, and identifying continuing education and development opportunities for staff.
• Monitor order volume, complexity, and team capacity to effectively balance workloads, prioritize activities, and meet customer and business deadlines.
• Track and analyze key performance indicators (KPIs) to measure team performance and identify areas for improvement.
• Collaborate closely with Sales, Vendors, Accounting, IT, and other internal departments to ensure seamless communication, resolve order-related issues, and identify opportunities for process improvements.
• Oversee procurement activities, including managing vendor relationships, purchase order approval, and compliance with legal and contractual requirements.
• Apply accounting principles, including Accounts Receivable (A/R), Accounts Payable (A/P), and General Ledger (G/L), to oversee invoicing and other financial activities associated with the order-to-revenue process and ensure transactions align with customer and vendor contract terms.
• Analyze and manage risks related to deadlines, payment terms, costs, invoicing, and contract compliance, implementing mitigation strategies to minimize impact.
• Oversee the functional use of Microsoft Dynamics 365 Finance & Operations (D365 F&O) throughout the order-to-revenue process, ensuring sales orders, purchase orders, invoicing payment terms, costs, and related financial data are processed accurately, timely, and in accordance with established procedures and financial controls.
• Serve as a functional subject matter expert for D365 F&O as it relates to capital order-to-revenue activities, partnering with Accounting, Sales, IT, and other stakeholders to resolve system-related issues and support system enhancements, testing, training, and user adoption.
• Develop, document, maintain, and continuously improve order-to-revenue processes, procedures, system workflows, and financial controls to promote accuracy, consistency, and operational efficiency.
• Take ownership of escalated issues, working cross-functionally to drive timely resolutions while minimizing financial and customer impact.
• Ensure adherence to all company policies, procedures, and business ethics codes.

• Perform related duties as required

The duties listed above are intended only as an illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position.

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience, required.
• Minimum of five years of management experience in a business-related field, preferably within order-to-revenue, order fulfillment, accounting operations, or a related function.
• Strong working knowledge of accounting principles and ERP-driven transactional workflows, including the relationship between sales orders, purchasing, invoicing, payment terms, costs, Accounts Receivable (A/R), Accounts Payable (A/P), and the General Ledger (G/L).
• Exper…