RSM US

Financial Consulting Manager - Finance as a Service

RSM US$95K — $192K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance
  • CPA is preferred
  • Experience in a public accounting firm or consulting firm preferred
  • Progressive experience in corporate accounting roles
  • Strong knowledge of GAAP and management accounting
  • Experience in financial planning and analysis (FP&A)

Responsibilities

  • Manage daily accounting and finance functions for multiple clients
  • Participate in client design sessions to optimize business processes
  • Lead and coach team members across various roles
  • Review and analyze client's financial statements with variance analysis
  • Provide actionable insights and decision support from financial data
  • Identify opportunities for operational enhancements in client services
  • Document repeatable methodologies with necessary tools and templates

Benefits

  • Flexible work schedule to balance personal and professional demands
  • Competitive benefits and compensation package
  • Opportunities for professional development and advancement
  • Access to best-in-class technology solutions in the cloud
  • Work in a team-based environment delivering client value
Full Job Description
RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Manager level. RSM's FaaS practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments on a daily basis. We provide accounting, technology and consulting services to private, lower middle market clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, life science, not-for-profit, consumer products and professional service organizations, just to name a few. This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities. In addition, you will have the ability to learn and efficiently use our best-in-class cloud based technology stack. FaaS Managers will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers.

We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers. The key attributes that will make someone successful in this role include:
  • Ability to manage, coach, and motivate a team
  • Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set
  • Superior ability to prioritize and focus in a dynamic, multi-tasking environment
  • Willingness to learn and work with emerging technology solutions such as OCR(Optical Character Recognition), AI(Artificial Intelligence) and Accounting BOTS
  • Professional presentation and great communication skills as contact with clients will be extensive
  • Interest in personal/professional development and advancement
  • Dedication to lifelong learning, including staying abreast of best practices in financial management
  • Ability to analyze and interpret - not just report - financial information to add value to client businesses as a trusted adviser
  • Solid Excel skills (create tables, use formulas, pivot tables)


Responsibilities:
  • Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
  • Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
  • Lead, manage and coach client services representatives, associates, senior associates and supervisors
  • Review client's monthly financial statements including month over month variance analysis and / or actual to budget analysis
  • Analyze and interpret financial information for client management and provide actionable insight and decision support
  • Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
  • Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
  • Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
  • Establish engagement budgets
  • Direct initial assessments, implementations and onboarding of new Finance as a Service clients
  • Write service agreements and statements of work
  • Participate in meetings with new client prospects and in the proposal process


Qualifications
  • Bachelor's degree in Accounting or Finance
  • CPA is preferred
  • Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
  • Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance CFO.
  • Strong technical financial accounting (GAAP) knowledge
  • Strong management accounting and operational finance knowledge
  • Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.)
  • Proven leadership, management and coaching skills
  • Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
  • Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)


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: $95,400 - $192,000

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

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