RSM US

Financial Investigations & Dispute Advisory Services Director - Post Acquisition Disputes

RSM US • $126K — $254K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • B.S. / B.A. in Accounting, Finance, or Economics; Master's preferred.
  • 7-10 years in post-acquisition dispute consulting; experience at 'Big 4' or national firms is advantageous.
  • Expertise in purchase price disputes, neutral accounting arbitrations, and interpreting purchase agreements.
  • Strong understanding of U.S. GAAP and accounting principles.
  • CPA and CFE or CFF certifications required.
  • Proficient in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
  • Willingness to travel and work overtime to meet client needs.

Responsibilities

  • Lead post-acquisition engagements and dispute resolution efforts.
  • Oversee client service delivery and develop documentation for accounting arbiters.
  • Draft and review purchase agreement language related to accounting.
  • Manage client relationships and identify opportunities for additional services.
  • Utilize AI and data analytics tools for financial data analysis.
  • Compile and review organized working papers to support engagement outcomes.
  • Develop client presentations and supervise staff and project teams.

Benefits

  • Flexible scheduling to balance work and personal demands.
  • Comprehensive benefits package, including health and wellness resources.
  • Discretionary bonuses based on performance.
  • Opportunities for professional development and career advancement.
Full Job Description
We are looking to hire a Northeast-based Director for the Post-Acquisition Dispute Advisory Services practice, part of RSM's Deal Services group.

Duties include:
• Leading engagements and working with the post-acquisition dispute resolution team supporting both advocacy and neutral accounting arbiter engagements involving purchase price disputes.
• Overseeing client service delivery, drafting and developing written submissions to accounting arbiters, document requests, analysis of client closing statements, including applications of U.S. GAAP and contractually prescribed accounting principles, developing positions in relation to a purchase agreement as well as disputed accounting items, earnout calculations, etc.
• Reviewing and drafting buyer-friendly or seller-friendly purchase agreement language that is accounting-related or involves net working capital, indebtedness, etc.
• Managing and leveraging client relationships to secure additional services
• Familiarity or use of AI (Copilot, Claude, etc.), data analytics tools (Alteryx, IDEA, etc.), data mining and analysis, including construction of financial records, accounting data, database extracts, etc.
• Reviewing and compiling organized working papers supportive of engagement findings and conclusions
• Developing agendas and leading presentations, client calls, supervising staff and project teams
• Promoting and growing the practice through collaboration with Deal Services and other RSM colleagues as well as developing and leveraging off internal and external networks to secure engagements.
• Drafting proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.)
• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients

Qualifications:
• Minimum B.S. / B.A. degree with concentration in Accounting, Finance or Economics from an accredited university. Master's degree a plus.
• 7-10 years of experience providing post-acquisition dispute consulting, neutral accounting arbitrations sales and reading/interpreting purchase agreements; "Big 4" or national consulting firm experience a plus as well as a background in litigation support and forensic accounting investigations.
• Subject matter expertise with purchase price dispute engagements, neutral accounting arbitrations and reading/interpreting purchase agreements
• Strong knowledge of U.S. GAAP
• Attained CPA and CFE or CFF certifications
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Flexibility to travel to clients and other RSM offices
• Ability to work long hours and have flexibility to meet client deadlines
• Strong verbal and writing and communication skills and ability to communicate complex information in a clear and concise manner
• Strong organizational and time management skills
• Ability to balance multiple priorities
• Self-starter who can work independently with minimal supervision
• Leadership acumen, mentorship and development of talent
• Driven to exceed client expectations
• Natural aptitude for solving problems

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: $126,500 - $254,700

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
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