Strategic Finance & M&A Supervisor

RSM US LLP; San Francisco (CA); On-site; USD 101,000 - 203,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP in San Francisco is seeking a Supervisor, Strategic Finance to lead advanced financial analyses and modeling for strategic finance, FP&A, and transaction-related engagements. You will review workstreams, guide junior staff, and deliver client-ready insights for senior stakeholders.

Ideal candidates bring 4–7 years of experience, a Bachelor's in a related field, strong valuation skills, and proficiency with integrated financial models. Travel up to 25% may be required.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field.
• 4–7 years of experience.
• Advanced experience developing and working with integrated financial models.
• Strong valuation skills, including income and market approaches.
• Experience supporting client-facing engagements or internal stakeholders.

Responsibilities

• Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.
• Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions.
• Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks.
• Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence.
• Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives.
• Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences.
• Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members.
• Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights.
• Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.

Skills

Financial modeling

Valuation

Analytical skills

Client-facing experience

Education

Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field

Job description

RSM US LLP in San Francisco is seeking a Supervisor, Strategic Finance to lead advanced financial analyses and modeling for strategic finance, FP&A, and transaction-related engagements. You will review workstreams, guide junior staff, and deliver client-ready insights for senior stakeholders.

Ideal candidates bring 4–7 years of experience, a Bachelor's in a related field, strong valuation skills, and proficiency with integrated financial models. Travel up to 25% may be required.