The Service Delivery Lead is a high-impact leadership role responsible for overseeing the operational excellence of The Functionary's Accounting and Finance outsourcing practice. This individual will lead a multidisciplinary team responsible for full-cycle financial operations, including Accounts Receivable, Technical Controllership, and Contract/Commissions Administration. The Lead ensures that all client deliverables are met with 100% accuracy, adheres to U.S. GAAP standards, and drives process improvements through automation and standardized SOPs.
2. CORE RESPONSIBILITIES
A. Operational Oversight & Quality Assurance
- Technical Controllership: Oversee high-level accounting functions including ASC 842 lease accounting, PP&E management (additions, depreciation, roll-forwards), and multi-entity consolidations.
- Revenue Operations: Supervise the Quote-to-Cash cycle, ensuring accurate invoicing, cash application (Lockbox, ACH, Credit Cards), and resolution of complex billing discrepancies.
- Commissions & Contracts: Manage the timely processing of commission payments, ensuring accurate computations and the maintenance of comprehensive clerical records and statistical reports.
- Month-End Excellence: Lead the team through month-end and year-end close processes, ensuring all subledgers reconcile to the general ledger and all variance analyses are completed.
B. Client Relationship & Strategy
- Onboarding & Transition: Act as the primary architect for transitioning new clients into The Functionary's ecosystem, mapping their legacy workflows into scalable service models.
- Advisory: Serve as the senior point of contact for clients, providing insights into DSO (Days Sales Outstanding), financial health, and audit readiness.
- Systems Management: Oversee the team's utilization of diverse platforms including Microsoft Dynamics 365 F&O, Salesforce, JD Edwards, and specialized commission systems (e.g., AS400).
C. Team Leadership & Development
- Talent Management: Manage a team of Senior Accountants, AR Specialists, and Admins; providing mentorship and performance evaluations.
- SOP Standardization: Drive the creation of a centralized library of Standard Operating Procedures to ensure service consistency across all accounts.
- Capacity Planning: Monitor team bandwidth to ensure all KPIs and client deadlines are met without compromising quality.
3. REQUIRED EDUCATION & EXPERIENCE
- Education: Bachelor's degree in Accounting or Finance is required. CPA, CMA, or Big 4 external audit experience is highly preferred.
- Experience: 8+ years of progressive accounting experience, with at least 3 years in a leadership/supervisory role within a BPO or client-facing service environment.
- Compliance: Deep knowledge of U.S. GAAP, specifically regarding lease accounting and financial reporting for large multinational companies.
- Technical Skills: Advanced proficiency in Microsoft Excel and experience navigating enterprise-level ERPs (D365, JD Edwards, or NetSuite).
