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Financial Consulting Director - Finance as a Service
Financial Consulting Director - Finance as a ServiceRSM US LLP • Houston, TX, US
Financial Consulting Director - Finance as a Service

Financial Consulting Director - Finance as a Service

RSM US LLP • Houston, TX, US
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Overview

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. RSM offers a culture and experience designed to help you thrive both personally and professionally.

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 career growth opportunities from public accounting with daily operations 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 role requires working to tight deadlines across accounting activities, month-end close, financial reporting, year-end client tax and audit projects, and support of budget and forecast activities. Proficiency with our cloud-based technology stack is critical. The FaaS Director will have contact with clients (CEO, COO, CFO, VP of Finance, Controller, etc.) and other professionals such as the client\'s tax accountant and other service providers.

Team and Core Attributes

We operate in a team-based environment with a proven track record of delivering exceptional value to our customers. Key attributes for success in this role include :

  • Ability to manage, coach, and motivate a team
  • Assertive, collaborative, team player with a 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 strong communication skills for extensive client contact
  • Interest in personal and professional development and advancement
  • Dedication to lifelong learning and staying current with best practices in financial management
  • Ability to analyze and interpret financial information to add value as a trusted adviser
  • Solid Excel skills (creating tables, using formulas, pivot tables)

Responsibilities

  • Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment, serving as the Controller and CFO for these clients
  • Participate in client design sessions to analyze requirements and redesign business processes in line with FaaS best practices (e.g., chart of accounts redesign, procure-to-pay, order-to-cash, month-end close, record-to-report)
  • Lead, manage and coach client services representatives, associates, senior associates, supervisors and managers
  • Review clients\' 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
  • Identify opportunities to enhance monthly operations and suggest process improvements
  • Understand our technology stack and identify add-on processes, systems, modules, and integrations that can drive month-end close efficiencies
  • Define and document repeatable methodologies with appropriate tools and templates 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 (e.g., 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 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 (e.g., Oracle NetSuite, Intacct, Blackline, Bill.com, Tallie)
  • Benefits and Equal Opportunity

    At RSM, we offer a competitive benefits and compensation package for all employees. We provide schedule flexibility to balance life and client service needs. Learn more about our total rewards at https : / / rsmus.com / careers / working-at-rsm / benefits.

    All applicants will receive consideration for employment as RSM does not discriminate or harass based on race, color, creed, religion, sex, gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, disability, citizenship, political affiliation, or any other characteristic protected by law.

    Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and / or employment. If you require a reasonable accommodation, please call 800-274-3978 or email careers@rsmus.com.

    RSM does not intend to hire entry level candidates who require sponsorship now or in the future. Recent graduates with 1-2 years of progressive and relevant work experience may be eligible for hire as an experienced associate.

    RSM will consider qualified applicants with arrest or conviction records in accordance with applicable law. For information about background checks, please refer to the background check policy. Salary range : $126,500 - $254,700. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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