RSM US LLP

Financial Due Diligence & Advisory Manager

Posted on: 12 Dec 2024

San Francisco, CA

Job Description

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, inclusive 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.

RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.

Responsibilities:

Performs financial due diligence for clients who are acquiring and divesting businesses 
Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis 
Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements 
Uses various software tools as designated by the firm 
Interacts with the other functional areas of the practice including tax, audit and other consulting practices 
Assists in preparing proposals and engagement letters 
Represents the firm in community activities and professional associations 

Required Qualifications:

A bachelor's degree, ideally with a major in accounting or finance
Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm.
Prior Financial Due Diligence experience is required.  
Supervision / Team Leadership experience 
Ability to direct and manage client engagements 
Excellent verbal and written communication skills 
Proficient with Microsoft Excel and Microsoft PowerPoint 
Ability to travel up to 10-15% locally and nationally  

Preferred Qualifications:

CPA certification 
Master's degree preferred
Able to work within tight deadlines and take responsibility for getting the job done in a timely manner 

RSM US LLP

Chicago, IL

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not for those of any other party.

RSM US Wealth Management LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor.

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.

 

  • Industry
    Banking/Financial Services
  • No. of Employees
    9,500+
  • Jobs Posted
    177