Fund Services Plus Client Onboarding and Implementation Manager

RSM•Chicago, NY

14h

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. The RSM FaaS Accounting Financial Consulting (FaaS-AFC) practice is actively hiring for Financial Consulting Manager – Technical Delivery Team. This position will be responsible for the support and administration of the deployment, adoption, optimization, and ongoing operation of the Allvue Fund Accounting, including journal entries, Data integration, New Client configuration. This role will be responsible for consulting and collaborating with our team of high-performing consultants responsible for onboarding new clients and providing ongoing support for the client accounting services (CAS). The ideal candidate will have knowledge and experience in both accounting and cloud-based technology solutions along with an understanding of how to leverage technology for process improvement.

Requirements

Bachelor’s degree in accounting, Finance, MIS or IT
7+ years of fund accounting experience in the private equity or venture capital industry
2+ years in a supervisory role, leading client engagements
Expertise in process analysis and redesign of business processes
Excellent communication and presentation skills
Strong time management and organizational skills with sensitivity to timeframes, budgets and outcomes across multiple clients and projects
Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands.
Strong technology skills and ability to quickly learn and use new technology software applications.
Highly customer focused with ability to provide consistently excellent customer service and professionalism.
Excellent written and verbal communication skills.
Able to quickly assess situations to pinpoint the scope/source of technical issues in a fast-paced environment.
Must be dependable and able to work both individually and in a team environment.
Must possess strong sense of ownership of client relationships.
Positively represent the company to clients and always provide empathetic and friendly customer service.
Possesses excellent time management and organizational skills to manage case load of old and new cases in individual case queue.
Ability to work effectively under pressure, shift priorities quickly as required, and rapidly adapt to changing environments.
Proven ability to work with minimal direction, as well as be resourceful and independent in solving problems.
Strong computer skills and proficient use of Excel, Word, PowerPoint

Nice To Haves

Allvue Implementation Certified Consultant
Experience in a public accounting firm, consulting firm or other outsourced accounting roles
Background in financial close process optimization/continuous improvement
Experience leading implementations of 3rd party accounting systems

Responsibilities

Manage system implementation and onboarding of new clients within the RSM Fund Services Plus (FS+) practice.
Lead client design sessions to analyze requirements and redesign business processes in connection with FS+ standards and practices.
Configure and maintain the Allvue platform to align with our specific financial processes and business requirements.
Provide training and support to end-users, troubleshoot issues, and ensure a smooth user experience within the Allvue platform.
Collaborate with finance and accounting teams to identify opportunities for process improvement and automation using Allvue.
Maintain data integrity and data quality within the Allvue platform, including data imports and exports.
Stay up to date with Allvue software updates and collaborate with IT for system upgrades and enhancements.
Ensure that Allvue usage adheres to regulatory and compliance requirements.
Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team and other lines of business within RSM.
Actively identify and lead other project-based initiatives on an ad-hoc basis, including quality control review and technology/process optimization of current client base.
Optimize use of Allvue accounting systems through the following activities: Business process evaluation, Procedure development, System process flow and requirements, QA planning and testing, User training development and deployment, Production support for problems and enhancements resulting from quarterly product releases.
Ensures adequate communication and proper integration across entirety of AFC practice and our technology partners.
Provide technical support to end-users to resolve issues with Allvue use, including escalation through proper channels within RSM and with Allvue support.