Deals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling

Job Responsibilities

Leads strategic finance and FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction-related analyses.

Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.

Analyzes current and historical financial data to assess business performance, investment opportunities, and potential risks.

Interprets financial, market, and industry data to develop insights and recommend strategies aligned to client objectives.

Serves as a primary point of contact for day-to-day client engagement execution, ensuring scope, timelines, and quality standards are met.

Manages and coordinates engagement teams, providing direction, reviewing work products, and supporting the development of junior team members.

Applies deep technical knowledge and professional judgment to deliver high-quality client service and innovative financial solutions.

Minimum Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus 6–11 years of post-bachelor’s experience involving financial analysis; OR
• Master’s degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus at least five years of related experience involving financial analysis.

• Advanced experience developing and explaining fully integrated three-statement financial models.
• Strong foundational valuation skills, including application of income and market approaches.
• Experience supporting strategic finance initiatives, transactions, or financial planning activities in a consulting, advisory, banking, or corporate environment.
• 4+ years of experience.

Preferred Qualifications

• Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.
• Advanced proficiency modeling equity, debt, and hybrid instruments related to transactions or strategic finance events.
• Experience developing consolidated, business unit, and asset-level forecasts using both bottom-up and top-down approaches.
• Strong experience preparing executive-level and board-ready presentations summarizing findings, insights, and recommendations.
• Experience building financial analytics models and tools, including exposure to advanced data analysis or visualization technologies.
• CPA, CFA, or other relevant professional certification.

Additional Role Expectations

• Travel: Up to 25%, based on client and engagement needs.
• Pickup: Periodic increases in workload during active transactions or client delivery phases.
• Scheduling: Flexibility to meet client deadlines and engagement demands.

Benefits

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.

Equal Opportunity Employer

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.

California Residents Only

For those living in California or applying to a position in California, please click here for additional information.

Compensation Range

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.

Discretionary Bonus

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