Management Consulting Senior Associate, Finance Performance

RSM US LLP; Boston (MA); On-site; USD 85,000 - 162,000; Full time

Job summary

RSM’s Management Consulting - Finance Performance practice delivers strategic advisory to enhance finance function effectiveness. The Senior Associate collaborates across industries to ensure timely, budget-conscious, client-focused engagements across multiple projects annually.

The role emphasizes finance transformation, operating model design, and modernizing service delivery with digital tools while supporting mentoring of junior staff and client relationship building.

Qualifications

• Bachelor’s degree in Finance, Accounting, Technology or related discipline.
• Minimum 2 years’ experience in a large organization, professional services firm, or CPA firm.
• Experience advising Finance organizations on processes such as Procure to Pay, Order to Cash, Source to Report, Acquire to Retire, and Forecasting & Planning.

Responsibilities

• Assist in optimizing the finance organization through process improvement and operating model definition.
• Deliver high-quality work within scope, budgets, and client expectations.
• Support digital delivery using PowerBI, Tableau, and automation tools like Alteryx.
• Monitor project progress, manage risk, and communicate milestones to clients.
• Participate in internal and external business development and networking.
• Cross-sell firm capabilities across lines of business.

Skills

Finance transformation

Business process improvement

PowerBI

Tableau

Alteryx

SQL Server

Python

Project management

Communication

Education

Bachelor's degree in Finance/Accounting/Technology

Tools

PowerBI

Alteryx

SQL Server

VBA

Python

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 Management Consulting - Finance Performance practice provides strategic advisory to our clients to enhance the overall effectiveness and efficiency of the Finance function. As a Management Consulting Senior Associate in the Finance Performance practice, you will collaborate with businesses across various industries, working with a team to ensure the timely, budget-compliant, and client-focused delivery of engagements. Engaging in multiple projects annually, you will contribute to several aspects of each engagement, fostering a comprehensive and fulfilling work experience. Our supportive and respectful team environment empowers our consultants to excel, advancing their careers and professional skills.

Responsibilities

• Project Execution: Assist in optimizing all elements of the finance organization, including finance assessment, target operating model definition, business process improvement, enterprise transformation, and finance technology enablement and deployment.
• Finance Function Expertise: Demonstrate an understanding of finance and accounting functions and the people, processes, and technology components that support them, such as Procure to Pay, Order to Cash, Source to Report, Acquire to Retire, and Forecasting & Planning.
• Quality Delivery: Deliver high-quality work within expected timeframes, scope, budgets, and client expectations.
• Digital Delivery: Leveraging digital skillsets – e.g. experience with visualization tools like PowerBI, Tableau as well as automation technologies such as Alteryx, continue to focus on modernizing our service delivery model within Management Consulting through the digitization of our service offerings.
• Project Monitoring: Assist with the monitoring of project progress, management of risk, and ensure project teams and clients are informed about key milestones, engagement progress, and expected outcomes.
• Business Development: Participate in internal and external business development activities and networking.
• Cross-Selling: Understand firm capabilities across lines of business to identify cross-selling opportunities.
• Industry Research: Identify industry focus areas, assist with industry research, and support prospect and existing client targeting activities.
• Project Execution: Contribute to the execution of individual projects to completion, identifying opportunities and solutions to client challenges.
• Service Development: Assist in developing new service offerings, innovative solutions, and deliverables for the rapidly changing finance environment and market.
• Mentorship: Effectively manage, coach, and develop junior resource s and peers by providing timely and actionable feedback, as well as recruitment and retention efforts.
• Communication: Communicate effectively both internally and externally with client employees, C-suite executives and/or private equity partners to develop and foster client relationships.

Basic Qualifications

Basic Qualifications: Bachelor’s degree in Finance, Accounting, Technology or other related discipline Minimum 2 years’ experience working in a large organization, professional services firm or CPA firm. Ability to demonstrate knowledge in advising Finance organizations on the above business processes. Experience in at least one of the following focus areas: Finance Transformation Business Process Improvement Shared Services Technology Enablement Excellent critical thinking skills and ability to solve complex business problems through fact gathering, business process mapping, and data analysis. Ability to work in a fast-paced, ever-evolving work environment and deal effectively with ambiguity. Must be a team player; demonstrate attention to detail and problem-solving skills; able to effectively work independently and in a team environment. Excellent verbal and written communication, project management, and organizational skills. Proficiency in MS Word, MS PowerPoint, MS Project, MS Visio, MS Teams, MS Outlook, OneDrive, LucidCharts, Smartsheet Ability to travel up to 30%.

Preferred Qualifications

Preferred Qualifications: Functional understanding of financial systems, business processes, and concepts in process redesign Digital experience and skillsets with enabling tools such as PowerBI, Alteryx, SQL Server, VBA, Python etc. Experience developing and delivering proposals to include scope, approach, timeline, team structure, and fees. Experience serving clients across multiple industries. Depth of experience in specific industries and sectors, specifically TMT (Technology, SaaS, Media), Real Estate and Construction, Manufacturing, Insurance and Banking Industry or professional focused certification (Six Sigma / PMP / CPA a plus) MBA or other equivalent or relevant graduate degree 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. For those living in California or applying to a position in California, please click here for additional information. 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: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.