Financial Consulting Supervisor - Finance as a Service

rsm; Philadelphia (Philadelphia County); Sur place; USD 80 000 - 120 000; Plein temps

Résumé du poste

RSM, a leading provider of professional services, seeks a Supervisor in our Finance as a Service practice in the US to manage month-end close, financial reporting and client-facing workflows. You will work with CEOs, CFOs and controllers, leveraging OCR/AI tech and a cloud stack to drive efficiencies and insights.

You will lead teams, ensure accurate financial statements, and contribute to budgeting and forecasting while continuing your own career growth within a collaborative, client-focused

Qualifications

• Bachelor's in accounting or finance required.
• Excellent written and oral communication are a must.
• Ability to balance multiple responsibilities with analytics and decision making.
• Progressive accounting/finance experience in corporate roles (supervisor to CFO).
• Strong GAAP knowledge and FP&A experience (modeling, budgeting, forecasting).
• Proficiency with Microsoft Office, including Excel.
• Strong time-management and organizational skills.

Responsabilités

• Key point of contact for Purchase to Pay, Order to Cash and Month End Close cycles.
• Lead, coach and develop client services staff.
• Support the month end close with journal entries and reconciliations.
• Prepare monthly financial statements with variance analysis.
• Provide actionable insights and decision support to client management.
• Identify opportunities to improve month end processes and efficiencies.
• Understand technology stack and onboarding of new FaaS clients.
• Participate in meetings with prospects and in proposals.

Connaissances

Team collaboration

Prioritization

Client communication

Excel skills

Financial analysis

Learning mindset

GAAP knowledge

OCR/AI tech

Formation

Bachelor's in accounting or finance

Description du poste

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 Supervisor 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-in-class cloud based technology stack. FaaS Supervisors 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. The 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-tasking environment
• 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
• Interest in personal/professional development and advancement
• Dedication to lifelong learning, including staying abreast of best practices in financial management
• Ability to analyze and interpret - not just report - financial information to add value to client businesses as a trusted adviser
• Solid Excel skills (create tables, use formulas, pivot tables)

Responsibilities

This is a hands-on position that requires transaction processing and account reconciliation skills. Duties include:

• 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, associates and senior associates
• Support the clients month end close process as needed which may include reviewing journal entries and 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
• Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Establish engagement budgets
• Direct initial assessments, implementations and onboarding of new FaaS clients
• Participate in meetings with new client prospects and in the proposal process

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
• Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting supervisor, assistant controller, controller, director of finance, or CFO.
• Strong technical financial accounting (GAAP) knowledge
• Strong management accounting and operational finance knowledge
• Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.)
• Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
• Strong time-management and organizational skills with sensitivity