Financial Consulting Supervisor - Finance as a Service

RSM•Philadelphia, PA

6d•Hybrid

About The Position

RSM’s Finance as a Service (FaaS) practice is seeking a Supervisor to provide accounting, technology, and consulting services to private lower middle-market clients, including organizations with revenues ranging from $0 to $100 million. The practice functions as the accounting department for its clients across industries such as technology, life sciences, not-for-profit, consumer products, and professional services. This role combines the career development opportunities of a public accounting firm with day-to-day work in private company environments. The Supervisor manages a range of accounting activities and deadlines, including month-end close, financial reporting, year-end audit support, and budget and forecasting support. The position is hands-on, involving transaction processing and account reconciliations, as well as extensive contact with client executives and other client contacts. Supervisors work in a team-based environment, use cloud-based technologies, and help clients improve their financial operations and decision-making.

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 and forecasting, and financial analysis.
Proficiency with Microsoft Office, including Word, Excel, and Outlook.
Solid Excel skills, including creating tables, using formulas, and pivot tables.
Excellent written and oral communication skills, including proactively communicating status, issues, conflicts, and priorities across engagement teams.
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.
Assertive, collaborative, team-oriented approach and desire to learn about different industries and develop a Controller skill set.
Ability to prioritize and focus in a dynamic, multitasking environment.
Willingness to learn and work with emerging technology solutions, such as OCR, AI, and accounting bots.
Professional presentation and strong communication skills for extensive client contact.
Interest in personal and professional development and advancement, and commitment to lifelong learning and staying current on financial management best practices.
Ability to analyze and interpret financial information, rather than only report it, to provide value as a trusted adviser.

Nice To Haves

CPA certification is preferred but not required.

Responsibilities

Serve as a key point of contact for clients across 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 enhance 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 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.
Perform transaction processing and account reconciliation work.