Deals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling (Boston/Hybrid)

Financeroles; Boston (MA); On-site; USD 101,000 - 203,000; Full time

Job summary

RSM in Boston seeks a Supervisor, Strategic Finance to execute and review financial analyses across strategic finance, FP&A, and transaction-related engagements. You will apply advanced modeling, oversee day-to-day workstreams, and support delivery of client-ready insights.

You will work with engagement leaders to coordinate teams, prepare analyses and presentations, and mentor junior staff. Travel up to 25% and a hybrid, office-based workstyle are expected.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering, or related field.
• 4-7 years of experience.
• Advanced experience with integrated financial models (income statement, balance sheet, cash flow).
• Strong valuation skills including income and market approaches.
• Experience supporting client-facing engagements or internal stakeholders.

Responsibilities

• Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.
• Develops and reviews operating, cash flow, valuation, and transaction models for client planning and deal decisions.
• Analyzes historical financial data to assess performance, growth opportunities, and risks.
• Supports M&A and capital structure initiatives through financial analysis and due diligence.
• Interprets financial and market data to support client-aligned insights and recommendations.
• Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executives.
• Coordinates engagement workstreams, supports team execution, and mentors junior staff.
• Utilizes analytical tools to deliver accurate financial insights.
• Monitors progress to ensure high-quality client service delivery.

Skills

Advanced financial modeling

Valuation

Client-facing experience

Team leadership

Education

Bachelor’s degree in Business/Finance

Tools

Excel

PowerPoint

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.

The Supervisor, Strategic Finance supports clients by executing and reviewing financial analyses across strategic finance, FP&A, and transaction-related engagements. This role applies advanced financial modeling and valuation expertise, oversees day-to-day workstreams, and supports the delivery of high-quality, client-ready insights. The Supervisor works closely with engagement leaders to coordinate team efforts, review work products, and support effective engagement execution.

USA, CANADA:

Job Responsibilities

• Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.

• Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions.

• Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks.

• Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence.

• Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives.

• Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences.

• Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members.

• Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights.

• Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.

Minimum Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering, or a related field.

• 4-7 years of experience.

• Advanced experience developing and working with integrated financial models, including income statement, balance sheet, and cash flow components.

• Strong foundational valuation skills, including application of income and market approaches.

• Experience supporting client-facing engagements or internal stakeholders in a consulting, advisory, banking, or corporate environment.

Preferred Qualifications

• Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.

• Experience modeling equity, debt, and hybrid instruments in support of transactions or strategic finance initiatives.

• Experience developing consolidated or business-unit-level forecasts using bottom-up and top-down approaches.

• Experience preparing and reviewing executive-level or management-ready presentation materials summarizing financial findings and insights.

• Experience providing day-to-day guidance or review oversight for junior team members.

• CPA, CFA, or progress toward a 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.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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: $101,000 - $203,000

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