[Hiring] Finance Transformation Lead @J.S. Held LLC

Role Description

We are seeking a Finance Transformation Lead – Professional Services to join our Transformation team. This is a unique opportunity for an entrepreneurial, highly driven individual with a well-rounded operational and analytical skill set to join a group whose responsibilities extend far beyond traditional finance or operations roles. The ideal candidate will not only have a strong grasp of financial discipline and engagement economics but will also be a flexible, strategic thinker who can navigate ambiguity, influence stakeholders, and drive meaningful change across the firm.

In this role, the selected candidate is responsible for strengthening financial discipline across the engagement lifecycle by operationalizing the firm’s Client Acceptance, Risk & Economics (CARE) framework. As the firm continues to scale, this role exists to close the gap between financial governance policy, day-to-day execution, and consistent visibility into financial performance, ensuring governance practices translate into measurable results.

The role focuses on improving client risk management, revenue realization, and cash performance through the consistent application of:

• Credit reviews
• Retainer policies
• Billing discipline
• Stop-work protocols
• Interest charges
• Accounts receivable monitoring

Sitting at the intersection of Finance and Practice Leadership, the role translates CARE policies into disciplined day-to-day execution and measurable financial outcomes. By strengthening lifecycle execution and accountability, this role plays a critical part in protecting profitability, improving cash flow, reducing bad-debt exposure, and strengthening financial governance, directly supporting the firm’s ability to scale and enhance enterprise value.

Job Responsibilities

• CARE Program Execution
  • Lead implementation of the CARE framework across practices
  • Support client credit risk assessments and deal review processes
  • Promote consistent use of retainers and appropriate payment terms
  • Facilitate adoption of interest charges and stop-work protocols
  • Help scale CARE initiatives following initial pilots
• Engagement Lifecycle Financial Governance
  • Strengthen financial discipline from engagement intake through closeout
  • Promote billing accuracy, timeliness, and contract alignment
  • Coordinate governance workflows across Finance, Legal, and Practice teams
  • Identify and address operational gaps that contribute to revenue leakage or payment risk, with a focus on earlier intervention and repeatable execution
• Cash Performance & AR Management
  • Monitor receivable aging and payment trends
  • Support collections escalation and enforcement actions in partnership with AR and Practice leadership
  • Identify recurring client risk patterns and recommend corrective actions
• Metrics & Reporting
  • Track, analyze, and report on CARE effectiveness and financial performance outcomes, using insights to inform decision-making, escalation, and continuous improvement
  • Key metrics include DSO, aged AR, retainer adoption, billing timeliness, and policy enforcement, etc.
• Engagement Economics Guidance
  • Embed CARE principles into PM onboarding and training
  • Reinforce best practices around billing discipline, AR monitoring, and escalation
  • Partner with Finance and Practice leaders to strengthen financial accountability

Qualifications

• 7 to 10+ years of experience in finance, commercial finance, or professional services financial management.
• Bachelor’s degree or equivalent experience
• Strong analytical, execution, and cross-functional collaboration skills.
• Proven ability to drive adoption of financial governance practices across teams.
• Demonstrated ability to influence behavior and drive adoption in a matrixed environment without direct authority.

Requirements

• PMP certification
• Experience in consulting or project-based environments is strongly preferred.
• Experience with accounts receivable, credit risk, or cash management a plus.
• Ability to travel as needed
• Prolonged periods sitting at a desk and working on a computer.

Benefits

• Flexible work environment allows employees to work remotely when needed.
• Flex Time Off.
• Medical, Dental, and Vision Insurance.
• 401k Match.
• Commuter Benefits.
• A reasonable salary range estimate for this role is $90,000 - $110,000.