Capital Order-to-Revenue Manager
Morris Group, Inc. · Charlotte
Job description
About the role
The Capital Order-to-Revenue Manager leads and develops a team responsible for managing the complete order-to-revenue process for capital equipment sales. The role ensures accurate and timely execution of transactions from customer order through procurement, invoicing and revenue recognition, with a strong customer-first approach. It also involves applying accounting principles to daily operations and collaborating across Sales, Vendors, Accounting, IT and other departments.
Key responsibilities
- Maintain a customer-first mindset and lead, mentor and develop the team, including training and career development.
- Monitor order volume, complexity and team capacity, and track KPIs to measure performance.
- Collaborate with Sales, Vendors, Accounting, IT and others to resolve order issues and improve processes.
- Oversee procurement, vendor relationships, purchase order approval and compliance with legal and contractual requirements.
- Apply accounting principles (A/R, A/P, G/L) to invoicing and ensure transactions match contract terms.
- Analyze and manage risks around deadlines, payment terms, costs, invoicing and contract compliance.
- Oversee Microsoft Dynamics 365 Finance & Operations (D365 F&O) use, act as functional subject matter expert and support system enhancements, testing, training and user adoption.
- Develop, document and improve order-to-revenue processes, workflows and financial controls, and take ownership of escalated issues.
Required profile
- Bachelor's degree in Business Administration, Accounting, Finance or a related field, or equivalent experience.
- At least five years of management experience, preferably in order-to-revenue, order fulfillment, accounting operations or a related function.
- Strong working knowledge of accounting principles and ERP-driven workflows (sales orders, purchasing, invoicing, payment terms, A/R, A/P, G/L).
- Experience with an ERP system; D365 F&O experience strongly preferred.
- Working knowledge of contract terms and policies.
Required skills
- Advanced proficiency in Microsoft Office Suite, especially Excel.
- Strong analytical, problem-solving and decision-making skills.
- Excellent communication, organizational, time-management and conflict-resolution skills.
What we offer
- Competitive starting salary.
- Comprehensive health benefits, including a zero-premium medical plan option, vision, dental and company-paid life insurance.
- 3+ weeks of vacation to start and 10 company-paid holidays.
- 401(k) retirement plan with company contribution and tuition reimbursement.
- Employee appreciation events, perks and Employee Assistance Program.
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Published 1 day ago
Expires 1 month from now
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Morris Group, Inc.
Charlotte