Senior Manager of Financial Shared Services

Are you ready to power up your career with a company that leads the industry and puts its people first? Welcome to Nextech— where talent, technology, and teamwork come together to create unmatched opportunities.

For over 30 years, Nextech has built a reputation rooted in quality, integrity, and value, proudly serving thousands of commercial customers across the country. With a team of more than 2,000 professionals and growing, we are the largest HVAC/R service provider in the United States — and we’re just getting started.

We’re not just looking for employees. We’re looking for driven, skilled professionals ready to level up their careers and thrive in an environment that rewards excellence, encourages growth, and values your impact.

This is more than a job. This is your next big move.

The Senior Manager of Shared Services will report to the Director of Financial Shared Services
and lead the Billing and AR Collections teams. This role is responsible for ensuring the
accuracy, efficiency, and continuous improvement of all related financial processes, while
maintaining robust internal controls and delivering exceptional service to both internal and
external stakeholders. These functions are a critical enabler of the Company’s continued
growth.

Professional Growth: Paid training, certification support, and education reimbursement
Outstanding Benefits:

• Multiple health plans, including a FREE employee-only option
• Dental and vision coverage starting after just 30 days
• FREE life insurance equal to your annual salary
• 401(k) with 50% company match on the first 6%
• Optional supplemental coverage for life, disability, accidents, and critical illness

Generous Time Off:

• Seven paid holidays plus Paid Time Off
• Exclusive discounts on travel, auto, dining, and more

• Develops and executes a comprehensive shared services strategy encompassing
  Billing, Online Portals, Credit Risk Management and Accounts Receivable, ensuring
  alignment with organizational goals and financial objectives
• Leads and manages the Billing and Cash team, ensuring high performance in daily
  operations, while developing talent and promoting a culture of accountability and
  improvement
• Leads innovation and continuous improvement initiatives by evaluating and enhancing
  internal processes for scalability and efficiency
• Establishes and monitors key performance indicators (KPIs) and service level
  agreements (SLAs) to drive improvements in accuracy, efficiency, and timeliness
• Drives automation and system improvements in Billing and AR processes to increase
  scalability and reduce manual errors
• Serves as the primary escalation point for complex issues related to Customer billing,
  Online portals, Credit risk management, collections, and cash applications
• Partners with IT and finance teams to implement system enhancements or new tools
  that streamline financial processes, enhance data accuracy, and improve user
  experience
• Oversees, in conjunction with Treasury team, credit risk management including
  customer credit evaluations, credit limit approvals, and maintenance of credit policies
• Monitors cash flow related to accounts receivable, providing timely and accurate
  forecasts to senior management
• Maintains robust internal controls and audit readiness across all shared services
  functions
• Performs other related duties as assigned to support organizational success
• Completes assigned tasks in a safe, accurate, thorough, and alert manner
• Upholds Company policies and procedures
• Works in a professional manner with managers, supervisors, coworkers, customers, and
  the public

Supervisory Responsibility:

• Delivers value-added results by effectively delegating tasks, managing performance, and
  training and developing employees in the following positions:
  
  • Billing team
  • Accounts Receivable team

• Strong verbal and written communication skills, with the ability to convey complex
  information clearly and effectively
• Data-driven mindset with strong analytical and problem-solving skills to support strategic
  decision-making and continuous improvement
• Proven leadership capabilities with a talent for motivating, mentoring, and developing
  high-performing teams
• Demonstrated ability to build strong relationships and collaborate across departments
  and with external stakeholders
• Thrives in fast-paced, dynamic environments, effectively managing shifting priorities and
  multiple projects simultaneously
• Strong initiative and ability to work independently and within a team environment.
• Proficient in project management methodologies and tools, with a successful track
  record of leading process improvement initiatives
• Skilled in ERP systems and financial technology platforms commonly used in shared
  services environments
• Proficient in Microsoft Office Suite, particularly Excel, for data analysis and reporting
• Exceptional attention to detail and excellent organizational skills

• Bachelor’s degree in finance, accounting, business administration, or a related field from
  an accredited institution (or equivalent professional experience)
• Over 7 years of progressive experience in finance operations, shared services, or
  transactional accounting, including a minimum of 5 years in a leadership or management
  role
• Experience implementing automation and digital transformation projects within financial
  operations is highly desirable
• Familiarity with Lean and Six Sigma methodologies, with hands-on experience leading
  process improvement initiatives preferred
• Previous experience in HVAC Industry or other service business preferred

• Continuously able to work in office environment
• Continuously able to operate a computer and other office productivity machinery,
  such as a copy machine, telephone, and computer printer
• Continuously able to sit at a computer for up to 8 hours
• Able to alternate between sitting and standing, as needed throughout the day
• Occasionally able to lift up to 15 lbs.
• Continuously requires vision, hearing, twisting, and talking
• Occasionally requires walking, lifting, carrying, reaching, kneeling,
  pushing/pulling, bending, and crouching
• Rarely requires climbing
• Ability to travel on occasion

Other requirements:

• May be required to use personal smartphone with a camera capable of reading a QR
  code for 2 factor authentication