Financial Consulting Manager - Finance as a Service

RSM • Philadelphia, PA

5d • Hybrid

About The Position

RSM is seeking an experienced Manager to join its growing Finance as a Service (FAAS) practice. The role supports private equity-backed, technology, life sciences, and other high-growth companies as they scale their finance and accounting functions through growth, transformation, acquisitions, capital raises, and operational change. The Manager serves as a trusted client advisor, overseeing accounting operations, financial reporting, process transformation, and finance function optimization. The position calls for knowledge of outsourced accounting environments, private equity operating models, technology-enabled finance processes, and the challenges facing emerging and growth-stage organizations.

RSM describes its work environment as valuing both flexibility and in-person connection. Most roles follow a hybrid workstyle, with team members aligned to an RSM office and meeting in person when that supports clients, teams, development, or relationship-building. Some roles may be virtual or primarily on-site according to role requirements, team priorities, and client needs.

The compensation range is $95,400–$192,000. Selected candidates are eligible for a discretionary bonus based on firm and individual performance. RSM also offers a competitive benefits and compensation package; details are available through its total rewards information.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 6+ years of progressive accounting, finance, or advisory experience.
• Experience in public accounting, outsourced accounting, consulting, or corporate accounting environments.
• Strong knowledge of U.S. GAAP, monthly close processes, financial reporting, and account reconciliation procedures.
• Experience managing multiple client engagements and leading teams.
• Ability to translate financial data into actionable business insights for management and investors.
• Strong project management, communication, and client relationship skills.
• Experience working in fast-paced, entrepreneurial, or high-growth environments.
• Ability to operate independently with minimal supervision.
• Strong executive presence and ability to communicate effectively with stakeholders at all levels.
• Ability to assess challenges and risks, identify business risks and operational inefficiencies, and escalate or recommend improvements as appropriate.
• Ability to balance multiple client priorities while maintaining attention to detail and service quality.
• Ability to manage geographically dispersed teams, including offshore resources.

Nice To Haves

• CPA designation.
• Experience supporting private equity-backed portfolio companies.
• Experience serving technology, SaaS, software, biotech, pharmaceutical, medical device, or life sciences organizations.
• Exposure to mergers and acquisitions, post-acquisition integrations, or carve-out activities.
• Exposure to revenue recognition, debt arrangements, and other technical accounting matters common among growth-stage companies.
• Exposure to budgeting, forecasting, KPI reporting, and cash flow management.
• Experience with ERP and accounting platforms such as NetSuite, Sage Intacct, QuickBooks Online, or similar solutions.
• Experience leading system implementation, automation, or finance transformation projects.
• Entrepreneurial mindset and interest in contributing to the growth and expansion of the FAAS practice.

Responsibilities

• Serve as a primary client contact for private equity-backed and growth-oriented companies in technology and life sciences.
• Manage and review monthly, quarterly, and annual close processes to support timely and accurate financial reporting.
• Review account reconciliations, journal entries, financial statements, and supporting schedules for quality and completeness.
• Lead finance and accounting outsourcing engagements, overseeing offshore and domestic team members.
• Help clients design and implement scalable accounting processes that support growth and operational efficiency.
• Advise clients on finance transformation initiatives, including ERP implementations, process automation, reporting enhancements, and system optimization.
• Support private equity portfolio companies through transactions, integrations, carve-outs, acquisitions, and post-close operational improvements.
• Coordinate with client executives, investors, lenders, auditors, tax advisors, and transaction teams to provide seamless service.
• Identify accounting, operational, and reporting risks and develop practical recommendations to mitigate them.
• Mentor and develop staff and senior associates while fostering a collaborative, high-performing team environment.
• Support business development by strengthening client relationships, expanding existing engagements, and identifying new service opportunities.
• Operate independently and act as a trusted advisor to CFOs, Controllers, finance leaders, and private equity sponsors.
• Assess challenges and risks, escalate as appropriate, balance client priorities, and maintain attention to detail and service quality.
• Build relationships with client management teams, investors, auditors, and cross-functional advisors; manage geographically dispersed teams, including offshore resources.
• Promote collaboration, accountability, continuous improvement, and client service excellence, and contribute to the growth of the FAAS practice.

Benefits

• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.
• Hybrid workstyle for most roles; some roles may be virtual or primarily on-site depending on requirements and needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager