Management Consulting Insurance Finance Transformation Director

RSM US   •  

New York, NY

Industry: Finance & Insurance

  •  

8 - 10 years

Posted 36 days ago

RSM is currently seeking a Management Consulting Director with a strong accounting consulting background and CFO/Controller skill-set to lead Finance Transformation within the Insurance Technology and Management Consulting (TMC) Practice. As part of our Finance Transformation Consulting Practice, you will be able to draw from your experience and knowledge to conduct Rapid Assessment studies for clients to improve their businesses by providing services such as IT, financial procedure, control recommendations and documentation, process improvement, and policy/procedure design and optimization.

All engagements involve the analysis, development and documentation of improvement opportunities, and may include implementation and training components. All engagements require process analysis, project management skills and the ability to work in collaborative teams, primarily at client locations.

This position will be directly involved with relationship management, supervision of staff, onsite client projects and development of the Finance Management Consulting services within the Insurance practice, including demonstrating RSM capabilities related to accounting and information technology outsourcing services and deliverable solutions.

The Insurance practice within RSM is an exciting and growing practice which offers tremendous career opportunity. This is ideal for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm.

Basic Qualifications:

  • Bachelor's Degree in Accounting; CPA preferred
  • Deep Insurance expertise, minimum 8-12 years within Insurance
  • Minimum 8 - 12+ years of experience in a public accounting or consulting firm providing consulting or accounting services, - or relevant CFO / Controller related business experience
  • Experience consulting with accounting, financial, operational, technology and other management personnel to improve their businesses
  • Experience with operational process reviews and basic internal control requirements
  • Experience with leading and executing on a finance transformation (process, controls, IT, etc)
  • Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data to identify relevant issues and support findings
  • Expertise, knowledge and aptitude for developing and delivering accounting and technology services solutions
  • Expertise in analyzing and applying Generally Accepted Accounting Principles ("GAAP") in developing creative solutions to client's complex financial problems
  • Experience with practice development and management, marketing and thought leadership resulting in new business relationships to the Firm
  • Experience in managing client relationships and leveraging them to sell Firm solutions
  • Ability to effectively manage overall client relationships to exceed client expectations in a sophisticated large consulting or accounting firm environment
  • Ability to provide effective communication to both client and project team
  • Ability to develop and maintain strong relationships with centers of influence and professionals
  • Ability to break complex issues into project steps and problem solve
  • Strong written and verbal communication skills and ability to articulate, write and present information in a clear and understandable manner
  • Ability to travel 50%

Preferred Qualifications:

  • Master's Degree in business or Certified Public Accountant (CPA) preferred;
  • Strong technology skill-set, including systems management or implementation experience;
  • Motivated to work and contribute in a fast-paced, team-oriented, client focused environment;
  • Natural aptitude for solving problems
  • Self-starter who can work independently with minimal supervision
  • Driven to exceed client expectations
  • Ability to balance multiple priorities
  • Presents themselves in a professional manor interacting with business owners


You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.