Consulting Partner - Strategic Finance/FP&A

RSM US LLP; Charlotte (NC); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Flexible schedule

Total rewards

Job summary

RSM US LLP is seeking a Consulting Partner in Charlotte, NC, to lead the Strategic Finance and FP&A practice, build client relationships, and drive growth across multiple geographies. You’ll guide senior executives on capital strategy, valuation, and complex M&A initiatives.

The role demands strong leadership, cross-functional collaboration, and a proven track record of delivering high-quality managed services to private equity and public company clients.

Qualifications

• Proven experience in FP&A, valuation, M&A and investment banking.
• Ability to lead complex client engagements and drive growth.
• Strong leadership and cross-functional collaboration across geographies.

Responsibilities

• Lead the Strategic Finance and FP&A practice, driving growth and innovation.
• Serve as trusted advisor to C-suite and Boards, delivering strategic insights.
• Ensure high-quality delivery and expand cross-functional opportunities.

Skills

FP&A

Valuation

M&A

Investment banking

Job description

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. 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.

The Consulting Partner role involves leveraging regulatory technical expertise and financial services industry experience to become a trusted advisor to clients. This position requires leading the development of innovative solutions, managing multidisciplinary teams, and driving business growth through effective client relationships and strategic initiatives. Candidates should have extensive professional experience, strong leadership skills, and a proven track record in delivering high-quality managed services.

Responsibilities

• This leader will help lead and expand the Strategic Finance and FP&A practice, driving strategic growth, service and technology innovation, and operational excellence.
• This leader will serve as a trusted advisor to C-suite and Board-level clients, delivering critical insights that shape strategic decision-making, capital allocation, and financial performance improvement.
• The Owner will ensure the practice continues its rapid growth trajectory, maintains high-quality delivery, and capitalizes on cross-functional opportunities across the firm.

Strategic Leadership

• Develop and execute the go-to-market strategy for Strategic Finance and FP&A, including transaction modeling, M&A support, post-close services, KPI dashboard development, and FP&A function builds.
• Scale leadership bandwidth to support continued growth and accelerate the hiring of directors and managers.
• Maintain and enhance high-quality delivery standards for C-level clients.
• Expand the practice's presence with private equity and public company clients.
• Collaborate with other RSM service lines to expand cross-functional opportunities.
• Integrate into RSM's M&A infrastructure, supporting co-sourcing and joint business development.

Client Engagement

• Engage directly with client C-suites and Boards, providing insights that drive enterprise-wide service opportunities.
• Lead complex engagements, including equity/debt raises, M&A (buy/sell-side), IPOs, and capital markets readiness.
• Build and maintain strong client relationships, supporting revenue growth and long-term retention.

Practice Management & Growth

• Unlock revenue demand by expanding capacity to take on new, high-value clients.
• Drive operational scale and efficiency, protecting and expanding margins.
• Develop and mentor a high-performing, diverse team across multiple geographies.

Talent Development

• Foster a high-performing culture rooted in accountability, innovation, and collaboration across geographies.
• Expand the depth of the global talent pool.

Success Measures

• Revenue Impact: Achieve $5M in net-new revenue within the first 12 months.
• Practice Integration: Demonstrate integration into RSM's M&A infrastructure and expansion of services with Financial Consulting and across other RSM lines of service.
• Team Development: Accelerate hiring and development of directors and managers to meet client demand.
• Operational Excellence: Maintain high-quality delivery and improve efficiency at scale.

Qualifications

• Proven experience in FP&A, valuation, M&A (buy/sell-side), and investment banking.
• Demonstrated ability to lead complex client engagements and drive profitable business growth.
• Strong leadership, relationship-building, and cross-functional collaboration skills.
• Experience leading global teams and infrastructure integration (preferred).

Benefits

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://rsmus.com/careers/working-at-rsm/benefits.

Equal Employment Opportunity

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 [e-mail].

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.