Financial Consulting Manager - Finance as a Service

RSM US LLP • Philadelphia, PA

8d • $95,400 - $192,000

About The Position

RSM is seeking an experienced Manager for its growing Finance as a Service (FAAS) practice, supporting private equity-backed, technology, life sciences, and other high-growth companies. The role suits an accounting and finance professional with client-service experience who helps businesses scale finance and accounting functions through growth, transformation, acquisitions, capital raises, and operational change.

The Manager serves as a trusted advisor to clients and oversees accounting operations, financial reporting, process transformation, and finance-function optimization. The role calls for understanding of outsourced accounting environments, private equity operating models, technology-enabled finance processes, and the challenges facing emerging and growth-stage organizations. The Manager also develops team members, supports client relationships and business development, and contributes to the growth of the FAAS practice.

RSM describes a flexible schedule and offers a competitive benefits and compensation package. The compensation range is $95,400–$192,000, and selected individuals are eligible for a discretionary bonus based on firm and individual performance.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• At least 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 in fast-paced, entrepreneurial, or high-growth environments.
• Ability to operate independently with minimal supervision.
• Ability to assess challenges and risks and escalate appropriately.
• Strong executive presence and ability to communicate effectively with stakeholders at all levels.
• Ability to proactively identify business risks, operational inefficiencies, and opportunities for improvement.
• Ability to build relationships with client management teams, investors, auditors, and cross-functional advisors.
• Ability to foster collaboration, accountability, continuous improvement, and client service excellence.

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 the technology and life sciences sectors.
• 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 deliver services seamlessly.
• 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 as a trusted business advisor to CFOs, Controllers, finance leaders, and private equity sponsors.
• Balance multiple client priorities while maintaining attention to detail and service quality.
• Manage geographically dispersed teams, including offshore resources.
• Contribute to the growth and expansion of the FAAS practice.

Benefits

• Flexible schedule to help balance life’s demands while serving clients.
• Competitive benefits and compensation package.
• Eligibility for a discretionary bonus based on firm and individual performance.
• Reasonable accommodation for applicants with disabilities during the recruitment process and/or employment.

What This Job Offers

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