J.S. Held LLC

Financial Planning and Analysis

• 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.
• 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.
• Monitor receivable aging and payment trends.
• Support collections escalation and enforcement actions.

CARE Program Lead – Financial Performance

Accounts Receivable

• Effectively collect past due AR using a variety of collection methods, techniques, and legal claims
• Focus on root causes of non-payment while bringing past due accounts to a current status
• Regularly review AR and set priorities for effective collection
• Negotiate payment arrangements, issue payment commitment letters, and follow up appropriately
• Collaborate with project managers to research reasons for non-payment and take appropriate actions
• Maintain accurate records of customer payment status and escalate high-risk situations to the management team

CARE Program Lead – Financial Performance

Accounts Receivable Analyst