Jobs · Finance · California

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.

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