Financial Consulting Manager - Finance as a Service

RSM US LLP•Boston, MA

4d•$95,400 - $192,000

About The Position

RSM’s Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Manager level. RSM’s FaaS 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. This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities. In addition, you will have the ability to learn and efficiently use our best-in-class cloud based technology stack. FaaS Managers will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers. We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers.

Requirements

Bachelor's degree in Accounting or Finance
Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance 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.)
Proven leadership, management and coaching skills
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)
Solid Excel skills (create tables, use formulas, pivot tables)

Nice To Haves

CPA is preferred
Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required

Responsibilities

Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
Lead, manage and coach client services representatives, associates, senior associates and supervisors
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
Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
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 Finance as a Service clients
Write service agreements and statements of work
Participate in meetings with new client prospects and in the proposal process