Director of Transactional Processes - Finance
The Woodlands, TX
Full Time
Accounting and Finance
Senior Manager/Supervisor

Director of Transactional Processes
Job Summary:
We are looking for a highly skilled and process-driven Director of Transactional Process to oversee Accounts Payable (AP), Accounts Receivable (AR), Sales Tax, and Credit functions. This key leadership role will focus on streamlining transactional workflows, improving efficiency, ensuring compliance, and optimizing cash flow in a fast-paced financial environment, handling 20,000+ invoices per month.The ideal candidate will have extensive experience with Cloud Suite Distribution (CSD), an Infor product, or SX Enterprise and a strong ability to leverage ERP capabilities for process improvements. Additionally, they should have successfully led the transformation of a high-volume distribution company from manual processing to an EDI (or equivalent) system across both AP and AR, working closely with internal and external technology experts to maximize efficiency through automation.
Key Responsibilities:
Leadership & Process Optimization
- Lead and manage the AP, AR, Sales Tax, and Credit teams, ensuring operational excellence and accountability
- Develop and implement efficient, scalable processes to optimize transactional workflows, reduce manual efforts, and improve accuracy
- Enhance automation strategies within Cloud Suite Distribution (CSD) or SX Enterprise to streamline financial operations
- Partner with cross-functional teams to align transactional processes with business objectives and financial strategy
Key Performance Indicator Management
- Establish and monitor key performance indicators (KPIs) to measure team efficiency and financial effectiveness
- Manage the intricacies of specific metrics, such as nthe umber of invoices received vs PO shipments, the frequency of 3-way match failures, the count of invoices cleared through Purchase Price Variance, Invoices received before goods receipt, cost variances between PO and invoices, the number of vendor invoices per PO, and the average size of vendor shipments
- Skilled at analyzing KPIs to communicate the company’s performance story—identifying trends, root causes, and actionable strategies for improvement
Accounts Payable & Receivable Management
- Oversee the accurate and timely processing of invoices, payments, and collections to optimize working capital, managing over 20,000 + invoices per month
- Ensure proper vendor and customer management, maintain strong relationships, and resolve disputes effectively
- Implement best practices to enhance cash application, aging report analysis, and collection processes
Sales Tax & Credit Control
- Ensure compliance with state and local sales tax regulations, manage tax filing processes, and audits
- Oversee credit risk assessment, credit limit approvals, and collections strategies to mitigate financial exposure
- Work closely with the sales and operations teams to develop strategies for credit control without hindering business growth
Qualifications & Skills:
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
- 7+ years of experience in finance, with a focus on AP, AR, Sales Tax, and Credit functions
- Expertise in our ERP system, Cloud Suite Distribution (CSD) or SX Enterprise, an Infor product, is required
- Strong leadership skills with experience managing teams and implementing process improvements
- Strong expertise in Electronic Data Interchange (EDI), Application Programming Interfaces (APIs), NACHA file processing, and automated cash application tools, with a solid understanding of when and how to effectively utilize each
- Highly proficient in financial reporting tools with intermediate to advanced skills in Microsoft Excel (e.g., pivot tables, VLOOKUP, formulas, and data analysis)
- Proven ability to work in fast-paced, high-volume transactional environments processing over 20,000 invoices per month
- Strong analytical, problem-solving, and decision-making skills
- Highly motivated and professional, capable of delivering results every time
- Excellent communication skills and the ability to collaborate across departments
Why Join Us?
This role is an opportunity to take ownership of mission-critical financial processes in a dynamic and growing industrial supply company. If you are a data-driven leader who thrives on improving processes, optimizing cash flow, and leading high-performing teams, we want to hear from you!HRforGrowth® is one of the world’s leading providers of business transformation solutions related to supply chain and technology solutions for order fulfillment and marketing execution. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.
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