RSM US

Fund Services Plus Client Onboarding and Implementation Manager

RSM US$101K — $203K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in accounting, Finance, MIS or IT
  • 7+ years of fund accounting experience in private equity or venture capital
  • 2+ years in a supervisory role, leading client engagements
  • Expertise in process analysis and redesign
  • Excellent communication and presentation skills
  • Strong organization and time management skills
  • Ability to thrive in a fast-paced, dynamic environment

Responsibilities

  • Manage system implementation and onboarding of new clients
  • Lead client design sessions to analyze requirements and redesign processes
  • Configure and maintain the Allvue platform to meet financial requirements
  • Provide user training and support, troubleshooting issues as necessary
  • Collaborate with teams to identify process improvement opportunities using Allvue
  • Maintain data integrity and quality within the Allvue platform
  • Stay current with software updates and coordinate with IT on enhancements

Benefits

  • Flexible scheduling to balance work and personal life
  • Access to a comprehensive benefits package
  • Opportunities for professional development
  • Discretionary performance-based bonuses
  • Supportive and collaborative company culture
Full Job Description

The RSM FaaS Accounting Financial Consulting (FaaS-AFC) practice is actively hiring for Financial Consulting Manager – Technical Delivery Team. This position will be responsible for the support and administration of the deployment, adoption, optimization, and ongoing operation of the Allvue Fund Accounting, including journal entries, Data integration, New Client configuration. This role will be responsible for consulting and collaborating with our team of high-performing consultants responsible for onboarding new clients and providing ongoing support for the client accounting services (CAS). The ideal candidate will have knowledge and experience in both accounting and cloud-based technology solutions along with an understanding of how to leverage technology for process improvement.

Key Responsibilities:

  • Manage system implementation and onboarding of new clients within the RSM Fund Services Plus (FS+) practice.
  • Lead client design sessions to analyze requirements and redesign business processes in connection with FS+ standards and practices.
  • Allvue Configuration: Configure and maintain the Allvue platform to align with our specific financial processes and business requirements.
  • User Support: Provide training and support to end-users, troubleshoot issues, and ensure a smooth user experience within the Allvue platform.
  • Process Optimization: Collaborate with finance and accounting teams to identify opportunities for process improvement and automation using Allvue.
  • Data Integrity: Maintain data integrity and data quality within the Allvue platform, including data imports and exports.
  • System Upgrades and Enhancements: Stay up to date with Allvue software updates and collaborate with IT for system upgrades and enhancements.
  • Compliance: Ensure that Allvue usage adheres to regulatory and compliance requirements.
  • Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team and other lines of business within RSM.
  • Actively identify and lead other project-based initiatives on an ad-hoc basis, including quality control review and technology/process optimization of current client base.
  • Optimize use of Allvue accounting systems through the following activities:
    • Business process evaluation
    • Procedure development
    • System process flow and requirements
    • QA planning and testing
    • User training development and deployment
    • Production support for problems and enhancements resulting from quarterly product releases.
    • Ensures adequate communication and proper integration across entirety of AFC practice and our technology partners.
    • Provide technical support to end-users to resolve issues with Allvue use, including escalation through proper channels within RSM and with Allvue support.

Required Qualification:

  • Bachelors degree in accounting, Finance, MIS or IT
  • 7+ years of fund accounting experience in the private equity or venture capital industry
  • 2+ years in a supervisory role, leading client engagements
  • Expertise in process analysis and redesign of business processes
  • Excellent communication and presentation skills
  • Strong time management and organizational skills with sensitivity to timeframes, budgets and outcomes across multiple clients and projects
  • Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands.
  • Strong technology skills and ability to quickly learn and use new technology software applications.

Preferred Qualifications:

  • Allvue Implementation Certified Consultant
  • Experience in a public accounting firm, consulting firm or other outsourced accounting roles
  • Background in financial close process optimization/continuous improvement
  • Experience leading implementations of 3rd party accounting systems

Knowledge, Skills and Abilities:

  • Highly customer focused with ability to provide consistently excellent customer service and professionalism.
  • Excellent written and verbal communication skills.
  • Able to quickly assess situations to pinpoint the scope/source of technical issues in a fast-paced environment.
  • Must be dependable and able to work both individually and in a team environment.
  • Must possess strong sense of ownership of client relationships.
  • Positively represent the company to clients and always provide empathetic and friendly customer service.
  • Possesses excellent time management and organizational skills to manage case load of old and new cases in individual case queue.
  • Ability to work effectively under pressure, shift priorities quickly as required, and rapidly adapt to changing environments.
  • Proven ability to work with minimal direction, as well as be resourceful and independent in solving problems.
  • Strong computer skills and proficient use of Excel, Word, PowerPoint

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .

Compensation Range: $101,000 - $203,000

Individualsselected 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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