Finance Transformation Lead – Professional Services - Remote

Overview

Join a growing and dynamic organization as the Finance Transformation Lead, where you will play a critical role in strengthening financial governance and driving meaningful change across the firm.

In Short

• 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.
• Strengthen financial discipline from engagement intake through closeout.
• Promote billing accuracy, timeliness, and contract alignment.
• Monitor receivable aging and payment trends.
• Track, analyze, and report on CARE effectiveness and financial performance outcomes.
• Embed CARE principles into PM onboarding and training.
• Collaborate with Finance and Practice leaders to enhance financial accountability.

Requirements

• 7 to 10+ years of experience in 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.
• Demonstrated ability to influence behavior in a matrixed environment.
• PMP certification preferred.
• Experience in consulting or project-based environments is strongly preferred.
• Experience with accounts receivable, credit risk, or cash management is a plus.

Benefits

• Flexible work environment allowing remote work.
• Flex Time Off.
• Medical, Dental, and Vision Insurance.
• 401k Match.
• Commuter Benefits.