Financial Services Risk Consulting Associate - Summer 2027
RSM US LLP · Irvine, CA · 3 mo ago
Finance$69k–$82k/yrFull-time
About the role
Risk Consulting Financial Services Associate at RSM provides value-added services to clientele. You will work across five sectors: Financial Institutions, Capital Markets, Insurance, Specialty Finance (including Fintech), and Asset Management. Projects include internal audits, SOX/compliance work, regulatory compliance, credit review, and financial reporting control projects.
Responsibilities
- Sit in on client meetings and support consulting projects
- Prepare reports on consulting services performed for clients; deliver reports where appropriate and discuss results and recommendations with clients
- Travel to client locations as requested to provide consulting services
- Complete client projects efficiently in accordance with the project timeline and critical dates
- Leverage proficiency in Microsoft Excel, Word, and PowerPoint to analyze client information and document results and recommendations
- Attend specific conferences, trainings, & meetings to continue professional development relevant to the role
Requirements
- Pursuing at least a B.A./B.S. degree or equivalent from an accredited university, expected completion by December 2026 or June 2027
- Major in Accounting, Economics, Finance, Data & Analytics, Computer Science, or Business Administration
- Minimum 3.0 GPA preferred
- Travel to assigned client locations may be required
- Excellent written and verbal communication skills
- Strong computer skills, including MS Office
- Strong multi-tasking and project management skills
- Ability to work as an effective member of a team
- Must possess a high degree of integrity and professionalism
Qualifications
- Certification or working towards certification as a CPA (preferred but not required)
Benefits
RSM offers a competitive benefits and compensation package, including flexible schedules, to empower employees to balance life's demands while serving clients. Learn more about our total rewards at this link.