Financial Consulting Senior Associate - Finance as a Service

rsm; Dubuque (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

RSM is seeking a Senior Associate to join its Finance as a Service (FaaS) practice in a client-facing role. You will support month-end close, financial reporting and budgeting activities, leveraging cloud-based tools and a strong accounting foundation.

The ideal candidate holds a Bachelor's in accounting or finance, communicates effectively, and thrives in a multi-client environment with opportunities to advance within a leading professional services firm.

Qualifications

• A minimum of a Bachelor's in accounting or finance is required.
• Excellent written and oral communication skills are a must.
• Experience in a public accounting firm or professional services is preferred but not required.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Strong organizational skills and ability to meet deadlines.
• CPA pursuing or CPA preferred but not required.

Responsibilities

• Key point of contact for client Purchase to Pay, Order to Cash and Month End Close cycles.
• Lead, manage and coach client services representatives and associates.
• Review monthly journal entries for various accounts to ensure accuracy.
• Approve bank reconciliations and general ledger reconciliations.
• Prepare and review monthly financial statements with variance analysis.
• Provide actionable insights and decision support to client management.
• Identify process improvements for month-end close efficiencies.

Skills

Teamwork

Communication

Analytical

Multi-client

Excel

Cloud tech

Education

Bachelor's in accounting/finance

Tools

Intacct

NetSuite

Blackline

Bill.com

Tallie

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.

RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Senior Associate 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‑class cloud based technology stack. FaaS Senior Associates 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.

We operate in a team‑based environment and have a proven track record of delivering exceptional value to our customers.

Key attributes that will make someone successful in this role include:

• 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‑client environment
• Familiarity and comfort level working with cloud‑based technology systems
• 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
• Solid Excel skills (create tables, use formulas, pivot tables)

Responsibilities:

• Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles
• Lead, manage and coach client services representatives and associates
• Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner
• Understands the purpose of reconciliations. Approves bank reconciliations and general ledger account reconciliations
• Prepare/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 clients monthly operations make suggestions for process improvements
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Understand our technology stack and identify additional add‑on processes, systems, modules and integrations that can drive month end close efficiencies.

Qualifications

• A minimum of a Bachelor's in accounting or finance is required
• Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
• Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
• Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
• Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
• Strong organizational skills along with the ability to meet deadlines.
• Ability to adapt to change effectively
• Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)
• Pursuing CPA or a CPA is preferred but not required

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 empl