Deals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling

RSM US LLP; Atlanta (GA); On-site; USD 112,000 - 226,000; Full time

Job summary

RSM US LLP is seeking a senior finance professional to lead strategic FP&A engagements, develop complex financial models, and provide actionable insights for clients in the USA and Canada.

You will analyze financial data, prepare executive-ready materials, and oversee engagement teams. A strong background in valuation, M&A, and presentation of findings to senior stakeholders is required.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or related field with 6–11 years of post-bachelor's experience in financial analysis.
• Master's degree with at least five years of related experience involving financial analysis.
• Advanced experience developing and explaining fully integrated three-statement financial models.
• Strong valuation skills using income and market approaches.
• Experience supporting strategic finance initiatives, transactions, or financial planning in consulting, advisory, banking, or corporate environments.
• CPA, CFA, or other relevant professional certification.

Responsibilities

• Lead strategic finance and FP&A engagements for clients.
• Develop and review complex three-statement financial models (operating, cash flow, valuation).
• Analyze financial data to assess performance, opportunities, and risks.
• Provide insights and strategic recommendations aligned with client objectives.
• Support M&A activities including deal analysis and financial modeling.
• Prepare client-ready analyses and materials for executives and boards.
• Coordinate engagement teams and guide junior staff.
• Apply technical knowledge to deliver high-quality client service and innovative financial solutions.

Skills

Financial analysis

Three-statement models

Valuation skills

M&A experience

Executive presentations

Client engagement

Team leadership

Education

Bachelor's degree in Business/Accounting/Finance/Economics/Engineering

Master's degree in Business/Accounting/Finance/Economics/Engineering

Tools

Excel

Job description

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.

USA, CANADA:

Job Responsibilities

• Leads strategic finance and FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction-related analyses.
• Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
• Analyzes current and historical financial data to assess business performance, investment opportunities, and potential risks.
• Interprets financial, market, and industry data to develop insights and recommend strategies aligned to client objectives.
• Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through deal analysis and financial modeling.
• Prepares client-ready analyses, presentations, and materials for executive, board, and management audiences.
• Serves as a primary point of contact for day-to-day client engagement execution, ensuring scope, timelines, and quality standards are met.
• Manages and coordinates engagement teams, providing direction, reviewing work products, and supporting the development of junior team members.
• Applies deep technical knowledge and professional judgment to deliver high-quality client service and innovative financial solutions.

Minimum Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus 6-11 years of post-bachelor's experience involving financial analysis; OR
• Master's degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus at least five years of related experience involving financial analysis.
• Advanced experience developing and explaining fully integrated three-statement financial models.
• Strong foundational valuation skills, including application of income and market approaches.
• Experience supporting strategic finance initiatives, transactions, or financial planning activities in a consulting, advisory, banking, or corporate environment.
• 4+ years of experience.

Preferred Qualifications

• Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.
• Advanced proficiency modeling equity, debt, and hybrid instruments related to transactions or strategic finance events.
• Experience developing consolidated, business unit, and asset-level forecasts using both bottom-up and top-down approaches.
• Strong experience preparing executive-level and board-ready presentations summarizing findings, insights, and recommendations.
• Experience building financial analytics models and tools, including exposure to advanced data analysis or visualization technologies.
• CPA, CFA, or other relevant professional certification.

Additional Role Expectations

• Travel: Up to 25%, based on client and engagement needs.
• Peak Periods: Periodic increases in workload during active transactions or client delivery phases.
• Scheduling: Flexibility to meet client deadlines and engagement demands.

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.

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 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.

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: $112,100 - $225,500

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