Financial Consulting Supervisor - Finance as a Service
About The Position
RSM’s Finance as a Service (FaaS) practice provides accounting, technology, and consulting services to private lower middle-market clients with revenues ranging from $0 to $100 million. The practice operates as the accounting department for its clients across industries including technology, life sciences, not-for-profit, consumer products, and professional services. This Supervisor role combines public accounting career-development opportunities with hands-on work in private-company environments. The position handles accounting activities such as month-end close, financial reporting, year-end audit support, and budgeting and forecasting, while using a cloud-based technology stack. The role involves extensive contact with client executives and other client contacts, and includes hands-on transaction processing and account reconciliation work. The position also leads and coaches team members, supports client engagements from assessment and onboarding through ongoing service, and contributes to proposals and process improvements.
Requirements
- Bachelor’s degree in accounting or finance.
- Progressive experience in accounting and financial management in a corporate accounting environment, such as accounting supervisor, assistant controller, controller, director of finance, or CFO.
- Strong technical financial accounting knowledge, including GAAP.
- Strong management accounting and operational finance knowledge.
- Experience in financial planning and analysis, including financial modeling, budgeting, forecasting, and financial analysis.
- Proficiency with Microsoft Office, including Word, Excel, and Outlook.
- Strong Excel skills, including creating tables and using formulas and pivot tables.
- Excellent written and oral communication skills, including proactively communicating status, issues, conflicts, and priorities across the engagement team.
- Ability to balance multiple responsibilities, with strong analytical and decision-making skills.
- Strong time-management and organizational skills, with sensitivity to timeframes, budgets, and outcomes across multiple clients and projects.
- Ability to work independently in a growing, dynamic, fast-paced environment with extensive multitasking demands.
- Experience with automated accounting systems such as Intacct, NetSuite, Blackline, Bill.com, or Tallie.
- Ability to prioritize and focus in a dynamic, multitasking environment.
- Professional presentation and strong communication skills for extensive client contact.
- Ability to analyze and interpret financial information, rather than only report it, and use it to add value as a trusted adviser.
- Willingness to learn and use emerging technology solutions such as OCR, AI, and accounting bots.
- Interest in personal and professional development and lifelong learning, including staying current with financial management best practices.
- Collaborative, assertive, team-oriented approach and interest in learning about different industries and developing a Controller skill set.
Nice To Haves
- CPA certification is preferred but not required.
Responsibilities
- Serve as a key client contact for Purchase to Pay, Order to Cash, and Month End Close cycles.
- Lead, manage, and coach client services representatives, associates, and senior associates.
- Support clients’ month-end close processes, including reviewing journal entries and account reconciliations as needed.
- Prepare or review monthly client financial statements, including month-over-month variance analysis and actual-to-budget analysis.
- Analyze and interpret financial information for client management and provide actionable insight and decision support.
- Identify opportunities to improve clients’ monthly operations and recommend process improvements.
- Understand the technology stack and identify add-on processes, systems, modules, and integrations that can improve month-end close efficiency.
- Define and document repeatable methodologies, tools, and templates for use on future projects.
- Establish engagement budgets.
- Direct initial assessments, implementations, and onboarding of new FaaS clients.
- Participate in meetings with prospective clients and in the proposal process.
- Work to deadlines across accounting activities, including month-end close, financial reporting, year-end audit support, and budget and forecasting activities.
Benefits
- Competitive benefits and compensation package.
- Flexible schedule to help balance life’s demands while serving clients.
- Eligibility for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
