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Financial Consulting Director - Finance as a Service

Financial Consulting Director - Finance as a Service

RSMBoston, MA, US
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Director, Finance As A Service Practice (Faas)

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 is looking for an experienced professional to join us as a Director in our Finance As A Service Practice (FaaS). The FaaS group blends the 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 daily in small to medium sized, private company environments. We work with private, lower middle market clients, with revenues ranging from start-up to $300 million. This position will need to work to tight deadlines and a multitude of accounting activities, month end close activities, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. In addition, the ability to learn and efficiently use our best in class cloud based technology stack is critical. The FaaS Director will have contact with clients (CEO, COO, CFO, VP of Finance, Controller, etc.), also other client contacts including the client's tax accountant and other 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 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 and CFO 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, supervisors and managers
  • 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 client's 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 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 required
  • 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)
  • At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https : / / rsm.com / careers / working-at-rsm / benefits.

    All applicants will receive consideration for employment as RSM does not tolerate discrimination and / or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military / Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

    Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and / or employment / partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

    RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

    RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

    At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

    Compensation Range : $126,500 - $254,700

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