Financial Consulting Supervisor - Finance as a Service

About the role

RSM’s 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 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.

Responsibilities

• 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, associates and senior associates
• Support the clients month end close process as needed which may include reviewing journal entries and 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
• Identify opportunities to enhance the clients monthly operations and suggest process improvements
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects
• Establish engagement budgets
• Direct initial assessments, implementations and onboarding of new FAO clients
• Participate in meetings with new client prospects and in the proposal process

Qualifications

• A minimum of a Bachelor's in accounting or finance is required
• Excellent written and oral communication skills are a must
• 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 the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.)
• Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.)
• Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects
• Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)

Skills

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-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 great communication skills as contact with clients will be extensive

Interest in personal/professional development and advancement

Dedication to lifelong learning, including staying abreast of best practices in financial management

Solid Excel skills (create tables, use formulas, pivot tables)

Benefits

RSM offers 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.