Financial Consulting Manager - Finance as a Service

rsm; Center Square (PA); On-site; USD 120,000 - 190,000; Full time

Job summary

RSM is seeking an experienced Manager to join our Finance as a Service (FAAS) practice, supporting private equity-backed technology, life sciences, and growth companies. This role focuses on overseeing accounting operations, financial reporting, and process transformation to scale finance functions.

You will lead outsourcing engagements, guide ERP implementations, and collaborate with executives, lenders, and auditors to deliver high-quality service.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 6+ years experience in accounting, finance, or advisory roles.
• Experience in public accounting, outsourced accounting, consulting, or corporate accounting.
• Strong knowledge of US GAAP, monthly close processes, financial reporting, and account reconciliation procedures.
• Experience managing multiple client engagements and leading teams.
• Ability to translate financial data into actionable business insights for management and investors.
• Strong project management, communication, and client relationship skills.
• Experience working in fast-paced, entrepreneurial, or high-growth environments.

Responsibilities

• Serve as a primary client contact for private equity-backed and growth-oriented companies across the technology and life sciences sectors.
• Manage monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.
• Review account reconciliations, journal entries, financial statements, and supporting schedules for quality and completeness.
• Lead finance and accounting outsourcing engagements, including oversight of offshore and domestic team members.
• Assist clients in designing and implementing scalable accounting processes that support growth and operational efficiency.
• Advise clients on finance transformation initiatives, including ERP implementations, process automation, reporting enhancements, and system optimization.
• Support private equity portfolio companies through transactions, integrations, carve-outs, acquisitions, and post-close operational improvements.
• Coordinate with client executives, investors, lenders, auditors, tax advisors, and transaction teams to ensure seamless service delivery.
• Identify accounting, operational, and reporting risks and develop practical recommendations to mitigate them.
• Mentor and develop staff and senior associates while fostering a collaborative, high-performing team environment.
• Support business development efforts by strengthening client relationships, expanding existing engagements, and identifying new service opportunities.

Skills

US GAAP

Financial reporting

Close processes

Team leadership

Client relationships

Process optimization

Project management

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

NetSuite

Sage Intacct

QuickBooks Online

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.

We are seeking an experienced Manager to join our growing Finance as a Service (FAAS) practice, supporting private equity-backed, technology, life sciences, and high-growth companies. This role is ideal for an accounting and finance professional who thrives in a client-service environment and has experience helping businesses scale their finance and accounting functions through periods of growth, transformation, acquisitions, capital raises, and operational change.

The Manager will serve as a trusted advisor to clients, overseeing accounting operations, financial reporting, process transformation, and finance function optimization. The ideal candidate will possess a strong understanding of outsourced accounting environments, private equity operating models, technology-enabled finance processes, and the unique challenges faced by emerging and growth-stage organizations.

Key Responsibilities

• Serve as a primary client contact for private equity-backed and growth-oriented companies across the technology and life sciences sectors.
• Manage and review monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.
• Review account reconciliations, journal entries, financial statements, and supporting schedules for quality and completeness.
• Lead finance and accounting outsourcing engagements, including oversight of offshore and domestic team members.
• Assist clients in designing and implementing scalable accounting processes that support growth and operational efficiency.
• Advise clients on finance transformation initiatives, including ERP implementations, process automation, reporting enhancements, and system optimization.
• Support private equity portfolio companies through transactions, integrations, carve-outs, acquisitions, and post-close operational improvements.
• Coordinate with client executives, investors, lenders, auditors, tax advisors, and transaction teams to ensure seamless service delivery.
• Identify accounting, operational, and reporting risks and develop practical recommendations to mitigate them.
• Mentor and develop staff and senior associates while fostering a collaborative, high-performing team environment.
• Support business development efforts by strengthening client relationships, expanding existing engagements, and identifying new service opportunities.

Qualifications Required

• Bachelor's degree in Accounting, Finance, or related field.
• 6+ years of progressive accounting, finance, or advisory experience.
• Experience in public accounting, outsourced accounting, consulting, or corporate accounting environments.
• Strong knowledge of U.S. GAAP, monthly close processes, financial reporting, and account reconciliation procedures.
• Experience managing multiple client engagements and leading teams.
• Ability to translate financial data into actionable business insights for management and investors.
• Strong project management, communication, and client relationship skills.
• Experience working in fast-paced, entrepreneurial, or high-growth environments.

Preferred

• CPA designation.
• Experience supporting private equity-backed portfolio companies.
• Experience serving technology, SaaS, software, biotech, pharmaceutical, medical device, or life sciences organizations.
• Exposure to mergers and acquisitions, post-acquisition integrations, or carve-out activities.
• Exposure to revenue recognition, debt arrangements, and other technical accounting matters common among growth-stage companies.
• Exposure to budgeting, forecasting, KPI reporting, and cash flow management.
• Experience with ERP and accounting platforms including NetSuite, Sage Intacct, QuickBooks Online, or similar solutions.
• Experience leading system implementation, automation, or finance transformation projects.

Desired Leadership & Client Service Skills

• The ideal candidate will: Operate independently with minimal supervision.
• Operate as a trusted business advisor to CFOs, Controllers, finance leaders, and private equity sponsors.
• Appropriately assess challenges and risks, and elevate as appropriate.
• Demonstrate strong executive presence and the ability to communicate effectively with stakeholders at all levels.
• Balance multiple client priorities while maintaining exceptional attention to detail and service quality.
• Proactively identify business risks, operational inefficiencies, and opportunities for improvement.
• Build strong relationships with client management teams, investors, auditors, and cross-functional advisors.
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