Financial Consulting Director - Finance as a Service (Not-for-profit)

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 Director 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 Directors 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. This role oversees managers, supervisors, senior associates, associates and client service representatives through transaction processing, month-end closing, financial reporting and budgeting/forecasting duties. You will also oversee initial assessments, implementations and on-boarding of new FaaS clients. You will be responsible for managing/coaching the team to ensure that work is properly allocated and completed in a timely and accurate manner.


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 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 FaaS 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

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 [email protected].

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. For those living in California or applying to a position in California, please click here for additional information.

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.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.