Talent.com
Director, Revenue & Receivables - Americas
Director, Revenue & Receivables - AmericasMorningstar • Chicago, IL, US
No longer accepting applications
Director, Revenue & Receivables - Americas

Director, Revenue & Receivables - Americas

Morningstar • Chicago, IL, US
7 days ago
Job type
  • Full-time
Job description

Director, Revenue & Receivables, Americas

The Director, Revenue & Receivables, Americas will provide strategic leadership for revenue and receivables accounting across the Americas region, overseeing teams in the U.S. and Canada and partnering with the Shared Services Center in India. This role is responsible for ensuring accurate revenue recognition under U.S. GAAP, optimizing the Quote-to-Cash process, strengthening internal controls, and providing insight to senior leadership on revenue trends and performance. This high-impact role demands a proactive, analytical individual who embraces change, challenges the status quo, and fosters financial integrity through cross-functional collaboration with various business partners.

The director is a CPA and a key finance business partner, collaborating with FP&A, Shared Services, Sales, Internal Audit, Legal, and Global Sales Operations to ensure operational efficiency, compliance with regulatory reporting requirements, and alignment with corporate financial objectives.

Key Responsibilities

Leadership & Strategic Oversight

  • Lead and develop a high-performing, geographically dispersed team across the U.S. and Canada, including both direct and indirect reports.
  • Partner with the Shared Services team in India to ensure effective billing, cash application, and other order-to-cash processes.
  • Drive strategic initiatives to optimize the revenue cycle, strengthen controls, and improve operational efficiency.
  • Serve as a trusted advisor to the Americas Controller and senior leadership on revenue, receivables, and process improvement initiatives.
  • Act as the primary representative and lead for the Revenue and Receivables team on major strategic initiatives. This includes both complex projects originating within the broader Global Revenue team and high-priority, cross-functional initiatives.

Revenue & Receivables Accounting

  • Oversee the monthly, quarterly, and annual close for revenue and receivables across the Americas region.
  • Ensure accurate revenue recognition under U.S. GAAP (ASC 606) and compliance with SEC reporting requirements.
  • Perform variance analyses and reviews to ensure the completeness and accuracy of recorded revenue and related accounts.
  • Research U.S. GAAP requirements and provide technical accounting guidance for non-routine or complex revenue transactions.
  • Provide accounting leadership and technical guidance for M&A transactions, divestitures, and other strategic business initiatives, ensuring accurate revenue recognition and alignment with corporate objectives and policies.
  • Prepare accounting memos for revenue adjustments, ensuring documentation supports compliance with ASC 606 and internal policies, and facilitates audit review and remediation activities.
  • Assist in the preparation and review of revenue-related disclosures for external reporting, ensuring alignment with SEC and public company requirements.
  • Partner with Internal Audit, external auditors, and FP&A to provide transparency into revenue and receivables processes.
  • Process Improvement & Governance

  • Drive process improvement, automation, and system enhancement initiatives across the Quote-to-Cash cycle.
  • Establish and monitor KPIs and performance metrics, including billing timeliness, unapplied cash, and revenue accuracy.
  • Collaborate with the collections team to support cash collection initiatives, even though they do not report directly to this role.
  • Ensure robust internal controls, compliance with SOX, and adherence to corporate policies.
  • Establish, monitor, and continuously enhance internal controls for revenue and receivables processes to ensure compliance, accuracy, and risk mitigation.
  • Ensure global revenue and receivables policies remain relevant through regular review and feedback, and drive team understanding and adherence.
  • Stakeholder Engagement

    Build and maintain strong relationships with business partners, including FP&A, Sales, Shared Services, Legal, Internal Audit, Global Sales Operations, and the Global Revenue Team.

  • Provide senior leadership with actionable insights into revenue trends, risks, and opportunities.
  • Advise on deal structures, contract modifications, and other commercial arrangements with significant revenue implications.
  • Qualifications & Skills

  • CPA required.
  • Bachelor's degree in Accounting, Finance, or related field; MBA or advanced degree preferred.
  • 10+ years of progressive accounting experience, including 5+ years in a management or leadership role in a public company environment.
  • Deep technical knowledge of U.S. GAAP, particularly ASC 606 (Revenue Recognition) and accounts receivable accounting.
  • Experience with SEC reporting, SOX / ICFR compliance, and supporting external audits.
  • Proven ability to provide technical accounting research and guidance for complex or non-routine revenue transactions.
  • Strong leadership and team development skills, with experience managing cross-functional and global teams.
  • Demonstrated success driving process improvements, system implementations, and operational efficiencies.
  • Advanced ERP and revenue system experience (SAP, Oracle, NetSuite, Zuora) and strong Excel / analytics skills.
  • Excellent stakeholder management and communication skills; able to influence at the executive level.
  • Compensation and Benefits

    At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide :

  • Financial Health
  • 75% 401k match up to 7%
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
  • Physical Health
  • Comprehensive health benefits (medical / dental / vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement
  • Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
  • Total Cash Compensation Range

    $161,050.00 - 289,875.00 USD Annual

    Inclusive of annual base salary and target incentive

    Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

    Create a job alert for this search

    Director Receivable • Chicago, IL, US

    Related jobs
    Director of Revenue Operations

    Director of Revenue Operations

    PeopleGrove • Chicago, IL, US
    Full-time
    Director Of Revenue Operations.PeopleGrove is seeking a dynamic and strategic Director of Revenue Operations to lead and optimize our revenue tech stackincluding Salesloft, HubSpot, PeopleGrove, Ch...Show more
    Last updated: 20 days ago • Promoted
    Director of Strategic Accounts - CentralRemote-US

    Director of Strategic Accounts - CentralRemote-US

    Observe.AI • Chicago, IL, US
    Full-time
    Our Strategic GTM team has a unique mission to help customers understand the deep impact that highly capable Gen AI models can bring to their business and customers in contact centers.This role is ...Show more
    Last updated: 22 days ago • Promoted
    Area Vice President Operations

    Area Vice President Operations

    Elara Caring • Tinley Park, Illinois, USA
    Full-time
    At Elara Caring we have a unique opportunity to play a huge role in the growth of an entire home care industry.Here each employee has the chance to make a real difference by carrying out our missio...Show more
    Last updated: 6 days ago • Promoted
    Director, Revenue & Receivables – Americas (Hybrid)

    Director, Revenue & Receivables – Americas (Hybrid)

    Morningstar, Inc. • Chicago, IL, United States
    Full-time
    A leading financial services firm in Chicago seeks a Director for Revenue and Receivables.This role requires a CPA with extensive experience in U. The director will lead cross-functional teams, over...Show more
    Last updated: 7 days ago • Promoted
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Hammond, Indiana
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Americas Payments Performance Leader — Strategy & Growth

    Americas Payments Performance Leader — Strategy & Growth

    Stripe • Chicago, IL, United States
    Full-time
    A leading financial technology company in Chicago is seeking a Payment Performance leader to enhance payment strategies and user adoption. This role involves developing and leading a team of strateg...Show more
    Last updated: 2 days ago • Promoted
    Associate Director, Client Solutions Group, Americas

    Associate Director, Client Solutions Group, Americas

    OSTTRA • Chicago, Illinois, USA
    Full-time
    Grade Level (for internal use) : .We are seeking an Associate Director Client Solutions Group to join our Commercial team at S&P Dow Jones Indices. You will focus on executing strategies that enha...Show more
    Last updated: 7 days ago • Promoted
    Funds Ratings - Director (Chicago)Chicago, IL

    Funds Ratings - Director (Chicago)Chicago, IL

    KBRA • Chicago, IL, US
    Full-time
    Funds Ratings - Director (Chicago).Position Title : Funds Ratings - Director (Chicago).Entity : Kroll Bond Rating Agency, LLC. KBRA (Kroll Bond Rating Agency, LLC) is seeking a Director to join our gr...Show more
    Last updated: 30+ days ago • Promoted
    Americas Revenue & Receivables Director

    Americas Revenue & Receivables Director

    Morningstar • Chicago, IL, United States
    Full-time
    A financial services company is seeking a Director, Revenue & Receivables to provide strategic leadership across the Americas. The role involves overseeing teams in the U.Canada, ensuring compliance...Show more
    Last updated: 7 days ago • Promoted
    Majors Expansion Account Manager, SLED

    Majors Expansion Account Manager, SLED

    RingCentral, Inc • Chicago, IL, United States
    Full-time
    It's not everyday that you consider starting a new career.We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion an...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Global Payroll Operations Manager - Americas

    Sr. Global Payroll Operations Manager - Americas

    TransUnion • Chicago, IL, United States
    Full-time
    TransUnion's Job Applicant Privacy Notice.Personal Information We Collect.At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional develo...Show more
    Last updated: 24 days ago • Promoted
    Regional Director, Mid Atlantic Healthcare

    Regional Director, Mid Atlantic Healthcare

    Rubrik • Lansing, Illinois, USA
    Full-time
    Rubriks sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks malicious insiders a...Show more
    Last updated: 4 days ago • Promoted
    Americas Sales Leader - Growth & Strategy (Remote)

    Americas Sales Leader - Growth & Strategy (Remote)

    SCIEX • Chicago, IL, United States
    Remote
    Full-time
    A leading life sciences company located in Chicago is seeking a Senior Director for Americas Sales.The role involves championing sales organization needs, defining growth strategies, and leading hi...Show more
    Last updated: 3 days ago • Promoted
    Senior Director - Americas Sales

    Senior Director - Americas Sales

    Danaher • Chicago, IL, US
    Full-time
    Senior Director - Americas Sales.Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics, and biotechnology? At SCIEX, one of Danaher's 15+ operating...Show more
    Last updated: 3 days ago • Promoted
    Director, Enterprise Sales (Americas)

    Director, Enterprise Sales (Americas)

    Appspace • Chicago, IL, US
    Full-time
    Director, Enterprise Sales (Americas).At Appspace, we're passionate about creating better work experiences for people everywhere, and we're looking for people that feel the same way.Our global offi...Show more
    Last updated: 22 days ago • Promoted
    Director of Strategy, Investments & M&A

    Director of Strategy, Investments & M&A

    Cushman & Wakefield • Chicago, Illinois, USA
    Full-time
    Director of Strategy Investments & M&A.The Director in the Strategy Investments & M&A (SIMA) team plays a pivotal role in driving the execution of strategic initiatives and M&A ...Show more
    Last updated: 14 days ago • Promoted
    Senior Director, Strategic Sourcing - Americas Supply

    Senior Director, Strategic Sourcing - Americas Supply

    Mars • Chicago, IL, US
    Full-time
    This role is part of the MGS Commercial Indirects Regional Management Team for Americas and is accountable for developing category vision and strategic procurement of Supply categories, such as Log...Show more
    Last updated: 2 days ago • Promoted
    Vice President, Regional Director

    Vice President, Regional Director

    Ares Management • Chicago, IL, US
    Full-time
    Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel....Show more
    Last updated: 30+ days ago • Promoted