Finance Transformation Lead – Professional Services position at J.S. Held LLC.| United States Of America

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J.S. Held LLC Finance Transformation Lead – Professional Services

Experience: General

Pattern: Full-time

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Chicago, Illin..........United States Of America

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Job DescriptionWe 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, and accounts receivable monitoring, from engagement intake through delivery, billing, and resolution.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 ResponsibilitiesCARE Program ExecutionLead implementation of the CARE framework across practicesSupport client credit risk assessments and deal review processesPromote consistent use of retainers and appropriate payment termsFacilitate adoption of interest charges and stop‑work protocolsHelp scale CARE initiatives following initial pilotsEngagement Lifecycle Financial GovernanceStrengthen financial discipline from engagement intake through closeoutPromote billing accuracy, timeliness, and contract alignmentCoordinate governance workflows across Finance, Legal, and Practice teamsIdentify and address operational gaps that contribute to revenue leakage or payment risk, with a focus on earlier intervention and repeatable executionCash Performance & AR ManagementMonitor receivable aging and payment trendsSupport collections escalation and enforcement actions in partnership with AR and Practice leadershipIdentify recurring client risk patterns and recommend corrective actionsMetrics & ReportingTrack, analyze, and report on CARE effectiveness and financial performance outcomes, using insights to inform decision‑making, escalation, and continuous improvementKey metrics include DSO, aged AR, retainer adoption, billing timeliness, and policy enforcement, etc.Engagement Economics GuidanceEmbed CARE principles into PM onboarding and trainingReinforce best practices around billing discipline, AR monitoring, and escalationPartner with Finance and Practice leaders to strengthen financial accountability

Finance Transformation Lead – Professional Services job opportunity at J.S. Held LLC.

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