Financial Consulting Senior Associate - Finance Service

Position: Financial Consulting Senior Associate - Finance as a Service
Location: Central Foothills (Sundre)

Financial Consulting Associate - Finance as a Service page is loaded## Financial Consulting Associate - Finance as a Service locations:
Red Deertime type:
Full time posted on:
Posted Todayjob requisition :
JR118168

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, inclusive 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 Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Associate level. RSM’s FaaS practice blends the best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments on a daily basis.

We provide accounting, technology and consulting services to private, small and medium-sized clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, real estate, life science, not-for-profit, consumer products and professional service organizations, just to name a few.  This role requires meeting deadlines while managing multiple onboarding activities to ensure a smooth transition into ongoing service delivery, including month‑end close, financial reporting, year‑end audit support, and budget and forecasting support.  

In addition, you will have the ability to learn and efficiently use our best-in-class technology stack. This position will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers.  We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers.

The key attributes that will make someone successful in this role include:
* Strong organizational, planning, and time‑management skills
* Superior ability to prioritize and focus in a dynamic, multi-client environment
* Detail‑oriented, with a strong focus on accuracy and quality
* Familiarity and comfort level working with cloud-based technology systems
* Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition) and AI (Artificial Intelligence)
* Excellent communication skills with a professional presence
* Solid Excel skills (create tables, use formulas, pivot tables)
** Responsibilities:
** This is a hands‑on role responsible for onboarding new clients to support efficient delivery of ongoing services, including meeting management, document control and ongoing assistance for consultants.

Duties include:

* Oversee and support onboarding activities for all new clients  + Oversee and assist consultants with contracting process for all clients  + Support onboarding activities for all new clients  + Reviews documents for completeness and accuracy for final approval by consultants
* Coordinate and collaborate with colleagues and client  + Serve as administrative point of contact for RSM teams to deliver a consistent and positive client experience  + Assist with filing, archiving, photocopying, correspondence, scanning, faxing, preparing and distribution of documents and other material
* Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future administrative projects.  + Execute standardized processes and improvements within the engagement management process to ensure consistent and effective services are provided  + Participate in execution of team initiatives and action items including participation in conferences or other training, and develop specialized support to an industry or line of business  + Schedule and orchestrate meeting logistics, assist with the development of presentation materials,…