RSM US

Financial Consulting Senior Associate - Finance as a Service

RSM US$73K — $139K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance required
  • Excellent written and oral communication skills
  • Ability to juggle multiple responsibilities with strong analytical skills
  • Preferred experience in public accounting or professional services
  • Proficiency in Microsoft Office, especially Excel
  • Strong organizational skills and deadline management capacity
  • Familiarity with automated accounting systems is beneficial
  • CPA or pursuing CPA preferred but not required

Responsibilities

  • Serve as the main contact for clients' Purchase to Pay, Order to Cash, and Month End Close processes
  • Lead and mentor client service representatives and associates
  • Review monthly journal entries prepared by support staff for accuracy
  • Approve bank and general ledger reconciliations
  • Prepare and review monthly financial statements with variance analysis
  • Analyze financial data to provide actionable insights for client management
  • Identify and recommend process improvements for clients' operations
  • Understand the technology stack and enhance month-end close efficiencies

Benefits

  • Flexible work schedule to balance life demands
  • Opportunity to work in diverse industries with private clients
  • Team-based environment focused on delivering exceptional client value
  • Access to best-in-class cloud technology for financial management
  • Professional growth opportunities in a public accounting setting
  • Continuous learning about emerging technology solutions
  • Discretionary bonuses based on individual and firm performance
Full Job Description
RSM’s Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Senior Associate 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 Senior Associates 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:

  • 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-client environment
  • Familiarity and comfort level working with cloud-based technology systems
  • 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
  • Solid Excel skills (create tables, use formulas, pivot tables)

Responsibilities:

This is a hands-on position that requires transaction processing and account reconciliation skills. Duties include:

  • Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles
  • Lead, manage and coach client services representatives and associates
  • Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner
  • Understands the purpose of reconciliations.  Approves bank reconciliations and general ledger account reconciliations
  • Prepare/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
  • Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
  • Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.

Qualifications

  • A minimum of a Bachelor's in accounting or finance is required
  • Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
  • Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
  • Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
  • Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
  • Strong organizational skills along with the ability to meet deadlines.
  • Ability to adapt to change effectively
  • Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)
  • Pursuing CPA or a CPA is preferred but not required

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 .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

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: $73,500 - $139,700

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

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