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.
- Bachelors degree in Accounting or Finance
- 10+ years of R2R (Record to Report) experience
- Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
- Strong management accounting and operational finance knowledge
- 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)
- 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 client.
- Manage the month end activities which include closing of sub ledgers, general ledger account reconciliations, reporting and balance sheet account analysis.
- Participate in client design sessions to analyze requirements and redesign business processes in connection with FAO 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 FAO clients
- Write service agreements and statements of work
- Participate in meetings with new client prospects and in the proposal process
