CARE (Client Acceptance, Risk & Economics) Program Lead – Financial Performance

We are seeking a CARE Program Lead Financial Performance to join our Transformation team. This is a unique opportunity for an entrepreneurial highly driven individual with a wellrounded 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 firms Client Acceptance Risk & Economics (CARE) framework. As the firm continues to scale this role exists to close the gap between financial governance policy daytoday 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 stopwork 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 baddebt exposure and strengthening financial governance directly supporting the firms 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 stopwork 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 decisionmaking 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 :

Required Qualifications

• 7 to 10 years of experience in finance commercial finance or professional services financial management.
• Bachelors degree or equivalent experience
• Strong analytical execution and crossfunctional 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.

Preferred Qualifications

• PMP certification
• Experience in consulting or projectbased environments is strongly preferred.
• Experience with accounts receivable credit risk or cash management a plus.

Physical and Mental Job Qualifications

• Ability to travel as needed
• Prolonged periods sitting at a desk and working on a computer. 

Additional Information :

Some of the Benefits We Have Include:

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our teams needs.

• Our 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 $90000 - $110000.  Any offered salary is based on a wide array of factors including but not limited to skillset experience training location scope of the role management responsibility etc.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

By submitting your application you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection processing use and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

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EEO and Job Accommodations:

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex gender identity sexual orientation race color religion national origin disability protected Veteran status age or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation please email  and include Applicant Accommodation within the subject line with your request and contact information.

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Remote Work :

Yes

Employment Type :

Full-time