Sr. Associate, Finance Automation (Yardi)

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

Job summary

RSM US LLP is seeking a Yardi Supervisor to lead design, configuration, and optimization across Yardi Commercial, Construction Manager, Job Cost, PayScan, and Fixed Assets for real estate clients in Houston. You will improve financial reporting, controls, and technology enablement while coordinating with stakeholders and accounting teams.

The role emphasizes project leadership, requirements gathering, and hands-on configuration, testing, and post-go-live support.

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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

Skills

Yardi expertise

Client-facing

Project management

Finance/ CRE accounting

Education

Bachelor's degree in Accounting/Finance/Business

Tools

SQL

Power BI

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; 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.

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.