Aprio

Manager, CAS Operations

Aprio$85K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in finance operations, billing operations, or accounting within professional services.
  • Experience with time & billing systems and strong process-control mindset.
  • Advanced skills in Excel; experience with Power BI reporting is essential.
  • Familiarity with Workday or similar ERP systems is strongly preferred.
  • Ability to lead cross-functional teams and drive closure efficiently.
  • Proficient in designing SOPs and improving processes via automation.

Responsibilities

  • Execute recurring billing operations, ensuring accuracy and integrity.
  • Coordinate billing corrections and manage documentation of issues.
  • Maintain integrity of job role assignments in billing systems.
  • Develop operational procedures and train team members for consistency.
  • Manage data quality across reporting outputs and reconcile discrepancies.
  • Support budgeting processes by linking personnel and requisitions properly.
  • Triage finance operations requests and manage ticketing workflows.

Benefits

  • Medical, Dental, and Vision Insurance from day one.
  • Flexible Spending and Dependent Care Accounts available.
  • 401k with Profit Sharing component.
  • More than 9 holidays and a discretionary time off policy.
  • Parental Leave for both primary and secondary caregivers.
  • Tuition Assistance and CPA support with cash incentives.
  • Discretionary incentive compensation based on performance.
  • Incentives for new client sales origination.
  • Wellness program rated highly by participants.
  • Flexible work arrangements including remote options.
Full Job Description
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Operations Manager to join their dynamic team.

The Manager, Finance Operations & Billing Integrity is responsible for executing and coordinating core CAS finance operations workflows within established financial and operational guardrails. This role serves as the primary liaison between segment partners, Operations, Technology, and Finance to ensure billing accuracy, data integrity, and alignment across teams.

The Manager owns day-to-day execution and validation of finance operations processes, while leadership retains responsibility for financial interpretation, decision-making, and external-facing implications.

Responsibilities:

  • Own execution of recurring billing operations: invoice setup/maintenance, schedule integrity, and coordination of monthly/quarterly review cycles.
  • Coordinate billing corrections and credits logistics; prepare documentation and recommendations; escalate policy/exception decisions as required.
  • Maintain job role and manager assignment integrity in Practice Engine and related billing systems; coordinate bulk cleanups and ongoing updates.
  • Develop and maintain operational guardrails, SOPs, and runbooks for finance operations processes; train team members and ensure consistent application.
  • Manage data quality across reporting layers (Power BI outputs, dashboards, extracts) and reconcile variances prior to leadership reliance.
  • Support the annual budget cycle and in-year forecasting: validate personnel / requisition linkage, support bottoms-up assumptions, and coordinate updates with FP&A.
  • Triage and manage finance-operations requests via ticketing / shared inboxes; delegate appropriately to offshore/onshore resources and track closure.
  • Monitor and report KPIs: billing timeliness, exception volume, data-quality defect rate, and cycle times; drive continuous improvement and automation.
  • Coordinate cost-center approvals and finance operations vendor invoice workflows when delegated; ensure proper coding and routing.


Qualifications:

  • 5+ years in finance operations, billing operations, revenue operations, or accounting/controllership within a professional services or recurring-revenue environment.
  • Demonstrated experience with time & billing systems and operational finance workflows; strong process-control mindset.
  • Advanced Excel skills; working knowledge of Power BI/reporting outputs; ability to reconcile across systems.
  • Experience with Workday and/or Workday Adaptive Planning strongly preferred (or comparable ERP/planning platforms).
  • Proven ability to lead cross-functional stakeholders, set expectations, and drive closure in a high-volume environment.
  • Comfortable designing SOPs, defining controls, and improving processes through automation and standardization.
  • Success Measures (First 90-180 Days)
  • Stabilize billing operations cadence and reduce rework
  • Improve data integrity across systems and reporting
  • Deliver reliable billing and forecast support with minimal leadership intervention


Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave - coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What's in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

About Aprio

Aprio is an accounting firm that provides a wide range of services to clients in various industries. The firm has a global presence with offices in the United States, Europe, and Asia. Aprio is committed to providing high-quality services to its clients and has been recognized for its expertise in areas such as tax planning, audit and assurance, and business consulting. The firm is also committed to diversity and inclusion and has been recognized for its efforts in this area. Aprio is dedicated to giving back to the community and has been recognized for its contributions to various charitable organizations.
Learn more about Aprio
Size
500 employees
Industry

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