Vice President, Finance

RSM; Charlotte (NC); On-site; USD 180,000 - 240,000; Full time

Job summary

RSM is seeking a Vice President of Finance to serve as a strategic financial leader and partner to the executive team. This role owns the day-to-day finance function while enabling scalable growth through improved visibility, discipline, and data-driven decision-making.

Responsibilities include leading budgeting, forecasting, cash flow, and reporting, plus developing robust financial controls and models. You will collaborate across functions to drive profitability and support strategic

Qualifications

• Lead development of financial strategy and long-term planning.
• Oversee budgeting, forecasting, cash flow management, and monthly/quarterly reporting.
• Establish and maintain financial controls, policies, and procedures.
• Translate financial data into actionable insights to improve profitability.
• Build financial models and scenario analyses for planning and growth.
• Collaborate with Leadership to align financial plans with operations and HR.

Responsibilities

• Lead month-end close and transition ownership to in-house finance.
• Manage accounts payable, accounts receivable, payroll, and vendor payments.
• Provide financial updates to leadership and board-level stakeholders.
• Support M&A due diligence and integration.
• Identify margin drivers and cost optimization opportunities.
• Partner with Operations to align financial and operational execution.

Skills

Financial leadership

Strategic planning

Budgeting and forecasting

Financial analysis

Stakeholder communication

Cross-functional collaboration

Operations finance

Mentoring teams

Excel/Analytics

Education

CPA

MBA

Finance degree

Tools

QuickBooks

HubSpot

ADP

Excel

Job description

Vice President of Finance

Job Overview

The Vice President of Finance serves as a key financial leader and strategic partner to the executive team. This role will own the day-to-day finance function while helping the organization scale through improved financial visibility, stronger operational discipline, and data-driven decision-making.

The VP of Finance will play a critical role in supporting business performance across clients, projects, and service lines - translating financial data into actionable insights that improve profitability, inform growth decisions, and enable sustainable expansion. This individual will operate at the intersection of execution and strategy, bringing structure and rigor to a dynamic, project-based environment.

Responsibilities & Duties

• Serve as a core member of the leadership team to lead development of the company's financial strategy and long-term planning
• Lead all core financial operations, including budgeting, forecasting, cash flow management, and monthly and quarterly reporting
• Oversee accounts payable, accounts receivable, payroll, and vendor payments to ensure accuracy, timeliness, and financial discipline
• Establish and maintain financial controls, policies, and procedures that support operational efficiency and protect profitability
• Lead the month-end close process, transitioning ownership from external accounting partners to an efficient, accurate, and scalable in-house finance function
• Partner with executive leadership to evaluate business performance and support decision-making across pricing, staffing, growth initiatives, client strategy and corporate transactions
• Prepare and present financial updates to leadership and board-level stakeholders
• Develop financial insights into client, project, and service line profitability to identify trends, risks, and opportunities
• Build and maintain financial models and scenario analyses to support planning, hiring, and growth initiatives
• Provide financial input on contracts, partnerships, and new business opportunities to support informed decision-making
• Deliver actionable insights into margin drivers, cost structure, and utilization to improve overall business performance
• Partner cross-functionally with account and production teams to align financial plans with operational execution
• Strengthen visibility into the full revenue lifecycle - from project scoping and budgeting to invoicing and margin realization
• Lead the financial planning process, including annual budgets and rolling forecasts
• Develop clear and consistent reporting that enables leadership to track performance against goals
• Evaluate and enhance financial systems, tools, and reporting infrastructure to support a growing organization
• Implement more efficient processes and workflows to improve accuracy, scalability, and visibility
• Bring structure and financial rigor to a fast-paced, project-based operating environment
• Manage relationships with external accountants, banks, and advisors
• Manage treasury activities including cash and debt management
• Ensure compliance with tax, licensing, insurance, and regulatory requirements
• Support financial due diligence for acquisitions and lead the integration of finance-related functions
• Lead, develop, and mentor the Finance team while fostering strong cross-functional partnerships with Operations and Human Resources to drive organizational alignment, operational efficiency, and scalable business performance

Requirements

• 10+ years of finance or accounting experience, with at least 3 years in a senior leadership role
• Experience in agency, project-based, or services environments strongly preferred
• Strong understanding of project-based financial management, including client profitability, WIP accounting, and revenue recognition
• Demonstrated ability to operate as a hands-on leader in a dynamic, fast-paced environment
• Proven ability to translate financial data into actionable business insights and recommendations
• Experience building or improving financial processes, reporting, and systems
• Strong collaboration and communication skills, with the ability to partner effectively across functions
• Proficiency in accounting systems (e.g., QuickBooks, Hubspot, ADP) and advanced Excel/Google Sheets
• Experience supporting M&A, post-close integration and exit preparation
• Strong communicator with experience reporting to a board and/or investors
• CPA, MBA, or equivalent experience preferred but not required