Sr. Associate, Finance Automation (Yardi)

RSM US LLP; Atlanta (GA); On-site; USD 110,000 - 160,000; Full time

Job summary

RSM US LLP is seeking a Yardi Supervisor to lead design, implementation, optimization, and support of Yardi Commercial Suite for real estate owners, operators, developers, and investment managers.

You will act as a subject matter expert across Yardi modules, collaborating with client stakeholders to improve operational efficiency, financial reporting, controls, and technology enablement. Strong CRE accounting knowledge is essential.

Qualifications

• 3+ years of hands-on Yardi implementation, optimization, or administration experience.
• Experience with Yardi Commercial, Construction Manager, Job Cost, PayScan, and Fixed Assets.
• Strong understanding of commercial real estate accounting, lease administration, construction accounting, and development operations.
• Experience with system implementations, upgrades, optimization initiatives, or module deployments.
• Experience facilitating requirements workshops and translating business needs into system configuration and process design.
• Strong client-facing, project management, analytical, written, and verbal communication skills.
• Undergraduate degree in Accounting, Finance, Business, Information Technology, Real Estate, or a related field.

Responsibilities

• Lead implementations and optimization initiatives for Yardi Commercial modules and configure properties, leases, tenants, budgets, and workflows.
• Drive requirements gathering, design, configuration, testing, and deployment for Yardi Construction Manager and Job Cost; manage job structures, cost codes, budgets, and forecasts.
• Implement and support Yardi PayScan invoice processing; configure approval hierarchies and vendor processes; develop related operational reporting.
• Configure and support Yardi Fixed Assets, including capitalization, depreciation, transfers, disposals, and GL alignment.
• Lead discovery workshops, prepare process docs, test scripts, training materials; oversee testing, deployment, and post-go-live support.
• Provide client training, risk management, status reporting, and coordinate project teams; mentor junior staff.

Skills

Yardi Expertise

Real estate accounting

Project management

Client-facing

System configuration

Education

Undergraduate degree in Accounting, Finance, Business, IT, Real Estate

Tools

Power BI

Power Query

SQL

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.

Position Summary

The Yardi Supervisor will lead the design, implementation, optimization, and support of Yardi Commercial Suite solutions for real estate owners, operators, developers, and investment managers. This role will serve as a subject matter expert across Yardi Commercial, Construction Manager, Job Cost, PayScan, and Fixed Assets and will work directly with client stakeholders to improve operational efficiency, financial reporting, controls, and technology enablement.

Key Responsibilities

Yardi Commercial Management

• Lead implementations and optimization initiatives for Yardi Commercial modules.
• Configure properties, leases, tenants, recoveries, budgets, and operational workflows.
• Analyze current-state business processes and design leading-practice solutions within Yardi.
• Support commercial lease administration, CAM reconciliations, accounting, and financial reporting.

Construction and Job Cost

• Lead requirements gathering, solution design, configuration, testing, and deployment for Yardi Construction Manager and Job Cost.
• Configure job structures, cost codes, budgets, commitments, contracts, change orders, forecasts, and draws.
• Support construction and development accounting processes, controls, and reporting.
• Design and optimize workflows supporting project managers, development teams, and accounting users.

PayScan and Procure-to-Pay

• Implement and support Yardi PayScan invoice processing and approval workflows.
• Configure approval hierarchies, routing rules, vendor processes, and integration with Accounts Payable.
• Help clients automate invoice processing and strengthen procurement and payment controls.
• Develop operational reporting and key performance indicators related to invoice processing and approvals.

Fixed Assets

• Configure and support Yardi Fixed Assets functionality.
• Support asset capitalization, depreciation, transfers, disposals, and reporting.
• Work with accounting teams to align fixed asset records with the general ledger.
• Assist with asset reconciliation, data conversion, and audit support activities.

Client Delivery and Project Leadership

• Lead discovery workshops, requirements sessions, and solution design meetings.
• Prepare process documentation, configuration workbooks, test scripts, and training materials.
• Lead system testing, user acceptance testing, deployment, and post-go-live stabilization.
• Provide client training, knowledge transfer, and executive-level status reporting.
• Manage workplans, risks, issues, deliverables, and project team coordination.
• Mentor junior team members and contribute to practice development and growth initiatives.

Reporting, Data, and Integration

• Support report specifications, financial and operational reporting, and data validation.
• Assist with data migration, conversion, reconciliation, and cutover activities.
• Support integration design between Yardi and third-party systems.
• Identify opportunities to improve reporting and analytics through Yardi, Power BI, or related tools.

Required Qualifications

• 3+ years of hands-on Yardi implementation, optimization, or administration experience.
• Demonstrated experience with Yardi Commercial, Construction Manager, Job Cost, PayScan, and Fixed Assets.
• Strong understanding of commercial real estate accounting, lease administration, construction accounting, and development operations.
• Experience with system implementations, upgrades, optimization initiatives, or module deployments.
• Experience facilitating requirements workshops and translating business needs into system configuration and process design.
• Strong client-facing, project management, analytical, written, and verbal communication skills.
• Undergraduate degree in Accounting, Finance, Business, Information Technology, Real Estate, or a related field.

Preferred Qualifications

• Experience with Yardi Voyager 7S and/or Voyager 8.
• Experience with Yardi Investment Suite, Facilities, P2P, or related modules.
• Knowledge of SQL, Power BI, Power Query, or other data and reporting tools.
• Experience with data migration, system integration, and financial reconciliation.
• CPA, PMP, Yardi certification, or other relevant professional credential.
• Consulting experience supporting office, industrial, retail, mixed-use, multifamily, or development portfolios.

Ideal Candidate Profile

• Commercial real estate technology professional with deep functional Yardi expertise.
• Comfortable working across accounting, operations, construction, and technology teams.
• Able to lead client conversations while remaining hands‑on with configuration, testing, and issue resolution.
• Organized, detail-oriented, collaborative, and committed to high-quality client service.

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;