Job Description

About us

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.

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 to 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. The key attributes that will make someone successful in this role include:

Ability to manage, coach, and motivate a team
Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set
Superior ability to prioritize and focus in a dynamic, multi-tasking environment
Willingness to learn and work with emerging technology solutions such as OCR(Optical Character Recognition), AI(Artificial Intelligence) and Accounting BOTS
Professional presentation and great communication skills as contact with clients will be extensive
Interest in personal/professional development and advancement
Dedication to lifelong learning, including staying abreast of best practices in financial management
Ability to analyze and interpret - not just report - financial information to add value to client businesses as a trusted adviser
Solid Excel skills (create tables, use formulas, pivot tables)

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

Qualifications 

Bachelor's degree in Accounting or Finance
CPA is preferred
Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
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)