Director, Documentation & Financial Process Excellence

Business Unit Leadership 

• Lead the documentation, invoice processing, and financial operations functions for the assigned business unit, ensuring alignment with business objectives and customer requirements. 

• Develop and execute business unit strategies to improve documentation compliance, financial performance, operational efficiency, and customer service and identify areas for improvement through process discipline, automation, and standard work. 

• Partner with Billing, Operations and Finance to identify risks, remove operational barriers, and drive performance improvements. 

• Serve as the primary escalation point for complex documentation, billing, payment, and operational issues impacting financial results. 

Operational Performance & Continuous Improvement 

• Establish goals, metrics, and performance standards for documentation management, invoice processing, unbilled revenue reduction, and aging performance. 

• Monitor key performance indicators, identify trends, and implement corrective actions to achieve business unit targets. 

• Lead continuous improvement initiatives to streamline workflows, eliminate process inefficiencies, and improve service levels. 

• Champion process standardization and automation opportunities within the business unit to improve productivity and scalability. 

• Ensure recommended process improvements are implemented and sustained. 

Financial Management & Working Capital Improvement 

• Provide oversight of documentation-related financial metrics, including unbilled shipments, aging inventories, payment cycle performance, and backlog management. 

• Partner with Collections, Operations, and Finance teams to improve cash flow, reduce revenue delays, and resolve documentation-related payment issues. 

• Analyze documentation and payable trends and provide recommendations to business unit leadership to improve operational and financial performance. 

• Support business unit initiatives related to DPO, working capital optimization, and expense management. 

Cross-Functional Partnership 

• Build strong relationships with Operations, Dispatch, Maintenance, Finance, Customer Service, Collections, and Information Technology teams. 

• Collaborate with internal stakeholders to ensure documentation and payment processes support operational objectives while maintaining appropriate controls. 

• Work closely with operational leaders to eliminate shipment documentation issues that impact customer billing and carrier payments. 

• Represent the function during customer discussions, audits, business reviews, and operational planning activities when necessary. 

Team Leadership & Talent Development 

• Lead and develop managers, supervisors, and team members responsible for documentation and financial operations activities. 

• Create a culture of accountability, urgency, continuous improvement, and customer focus. 

• Develop talent through coaching, succession planning, cross-training, and performance management. 

• Ensure organizational structure, staffing levels, and skill sets support current and future business needs. 

Additional Responsibilities 

• Prepare and present performance metrics, business reviews, and improvement plans to business unit leadership. 

• Support acquisitions, new customer implementations, and operational growth initiatives as required. 

• Duties, responsibilities and activities may be assigned or changed from time to time.