Financial Consulting Supervisor - Family Office

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

About the role

RSM’s Finance and Accounting Outsourcing (FAO) practice blends the best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while 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. We serve as the accounting department for our clients across diverse industries, including technology, life science, not-for-profit, consumer products, and professional service organizations.

This position will work to deadlines and handle a multitude of accounting activities, such as month-end close, financial reporting, year-end audit support, and budget and forecasting activities. You will also learn and efficiently use our best-in-class cloud-based technology stack. FAO Supervisors will engage with clients (CEO, COO, CFO, VP of Finance, Controller, etc.) and other service providers, including tax and professional services.

Responsibilities

• Serve as a key point of contact for clients across Purchase to Pay, Order to Cash, and Month-End Close cycles.
• Lead, manage, and coach client services representatives, associates, and senior associates.
• Support the client’s month-end close process, including reviewing journal entries and account reconciliations.
• Prepare and review monthly financial statements, including month-over-month variance analysis and actual-to-budget analysis.
• Analyze and interpret financial information for client management, providing actionable insights and decision support.
• Identify opportunities to enhance clients’ monthly operations and suggest process improvements.
• Understand and leverage our technology stack to drive month-end close efficiencies, including identifying additional add-on processes, systems, modules, and integrations.
• Define and document repeatable methodologies with appropriate tools and templates for future projects.
• Establish engagement budgets and direct initial assessments, implementations, and onboarding of new FAO clients.
• Participate in meetings with new client prospects and in the proposal process.

Requirements

• Assertive, collaborative, team player with a 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 strong communication skills, as client contact will be extensive.
• Interest in personal and 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).
• Hands-on experience with transaction processing and account reconciliation.

Qualifications

• A minimum of a Bachelor’s degree in accounting or finance is required.
• Excellent written and oral communication skills, with the ability to proactively communicate status, issues, conflicts, and priorities across the engagement team.
• Ability to balance multiple responsibilities simultaneously, with strong analytical and decision-making skills.
• Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting supervisor, assistant controller, controller, director of finance, or CFO.
• Strong technical financial accounting (GAAP) knowledge.
• Strong management accounting and operational finance knowledge.
• Experience in financial planning and analysis (FP&A), including financial modeling, budgeting, forecasting, and financial analysis.
• Proficiency in Microsoft Office (Word, Excel, Outlook, etc.).
• Strong time-management and organizational skills, with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
• Ability to work independently in a growing, dynamic, fast-paced environment with extensive multi-tasking demands.
• Experience with automated accounting systems (e.g., Intacct, NetSuite, Blackline, Bill.com, Tallie).
• CPA is preferred but not required.

Benefits

RSM offers a competitive benefits and compensation package, along with flexibility in your schedule to balance life’s demands while maintaining your ability to serve clients. Learn more about our total rewards at RSM’s benefits page.

Pay

Compensation Range: $85,100 - $161,700. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.