RSM US

Deal Services, Strategic Finance and FP&A Consulting - Managing Director

RSM US$181K — $397K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12+ years of experience in high growth, fast-paced environments
  • Expert in company valuations and financial modeling
  • Extensive experience with M&A transactions and private/public financings
  • Client-facing experience in consulting, finance, or investment sectors
  • Advanced financial modeling skills in Excel
  • Proficient in creating management-ready presentations in PowerPoint
  • Familiarity with tools like VBA, SQL, Data Visualization applications (Tableau, Power BI)
  • Bachelor's or Master's degree in Finance or related field

Responsibilities

  • Analyze financial data to forecast outcomes and provide strategic planning support
  • Interpret data to propose risk management strategies and evaluate financial trends
  • Monitor and study economic and business developments
  • Stay updated on relevant economic issues and trends
  • Leverage technology to deliver high-value services
  • Ensure quality client service and demonstrate technical proficiency
  • Train and lead staff while fostering development
  • Build new client relationships and maintain existing ones

Benefits

  • Flexible work schedule to balance personal and professional life
  • Competitive benefits package available to all employees
  • Opportunities for ongoing professional growth and development
  • Commitment to diversity, equity, and inclusion initiatives
  • Accommodations available for applicants with disabilities
Full Job Description
RSM is currently seeking a Managing Director to join our Strategic Finance and FP&A team within our Deal Consulting Services practice. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling.

The ideal Managing Director candidate has 12+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.

Responsibilities:
  • Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures
  • Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
  • Study economic and business trends
  • Be current with business and economic issues relevant to the client's business.
  • Utilize technology and tools to provide innovative high value services
  • Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
  • Train, oversee and support staff members
  • Develop new business and maintain strong relationships with clients

Qualifications:
  • 10+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings
  • 5+ years of experience developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
  • Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
  • Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
  • Client deliverables, findings, and solutions
  • Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
  • Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
  • Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,
  • Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
  • Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
  • Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
  • Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
  • Willingness to travel up to 25% to meet client needs


At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $181,900 - $397,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

Similar Jobs

More Jobs at RSM US

More Finance & Insurance Jobs

Find similar Deal Services, Strategic Finance and FP&A Consulting - Managing Director jobs: