Financial Consulting Supervisor - Family Office

Role Overview

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.

• Work to deadlines and a multitude of accounting activities, such as month-end close, financial reporting, year-end audit support, and the support of budget and forecasting activities.
• Learn and efficiently use our best-in-class cloud‑based technology stack.
• Serve as the key point of contact for clients, including CEOs, COOs, CFOs, VPs of Finance, and Controllers, as well as other client contacts such as tax and professional service providers.
• Lead, manage, and coach client services representatives, associates, and senior associates.
• Support the client’s month-end close process as needed, which may include reviewing journal entries and account reconciliations.
• Prepare and review client’s monthly financial statements, including month‑over‑month variance analysis and/or actual-to-budget analysis.
• Analyze and interpret financial information for client management and provide actionable insight and decision support.
• Continuously identify opportunities to enhance the client’s monthly operations and make suggestions for process improvements.
• Understand our technology stack and identify additional add‑on processes, systems, modules, and integrations that can drive month-end close efficiencies.
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Establish engagement budgets.
• Direct initial assessments, implementations, and onboarding of new FAO clients.
• Participate in meetings with new client prospects and in the proposal process.

• Assertive, collaborative, and a team player with a desire to learn different industries and develop a controller skill set.
• Superior ability to prioritize and focus in a dynamic, multi-tasking environment.
• Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition), AI (Artificial Intelligence), and accounting BOTS.
• Professional presentation and strong communication skills, as contact with clients will be extensive.
• Interest in personal and professional development and advancement.
• Dedication to lifelong learning, including staying abreast of best practices in financial management.
• Ability to analyze and interpret— not just report—financial information to add value to client businesses as a trusted adviser.
• Solid Excel skills, including creating tables, using formulas, and pivot tables.

• Minimum of a Bachelor’s degree in accounting or finance.
• Excellent written and oral communication skills, with proactive status, issue, conflict, and priority communication across the engagement team.
• Ability to balance multiple responsibilities simultaneously and strong analytical and decision-making skills.
• Progressive experience in accounting and financial management in a corporate accounting environment, preferably as an accounting supervisor, assistant controller, controller, director of finance, or CFO.
• Strong technical GAAP knowledge.
• Strong management accounting and operational finance knowledge.
• Experience in FP&A functions, including financial modeling, budgeting, forecasting, and financial analysis.
• Proficiency with Microsoft Office (Word, Excel, Outlook, etc.).
• Strong time-management and organizational skills with sensitivity to time frames, budgets, and outcomes across multiple clients and projects.
• Experience with automated accounting systems such as Intacct, Net Suite, Blackline, , and Tallie.
• CPA is preferred but not required.

Compensation Range: $85,100 - $161,700. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

All applicants will receive consideration for employment as RSM does not tolerate discrimination…