Financial Consulting Supervisor - Family Office Job Rochester area,City of Rochester New York USA,Accounting

Location: City of Rochester

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. RSM’s Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Supervisor level.

RSM’s FaaS practice blends the best of both worlds by providing candidates with the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company and family office environments on a daily basis. We provide accounting, technology and consulting services to private, lower middle market clients and family office / family enterprise organizations, including multi-entity structures made up of investment entities, trusts, foundations and operating businesses.

In other words, we serve as an extension of the accounting department for our clients.

Our diverse client base includes family offices and family enterprises, as well as technology, life sciences, not-for-profit, consumer products and professional services organizations, just to name a few.

This position will need to work to deadlines and manage a multitude of accounting activities, such as month-end close, multi-entity financial reporting, year-end audit and tax support, and budgeting and forecasting activities.

In addition, you will have the ability to learn and efficiently use our best-in-class cloud-based technology stack.

FaaS Supervisors will have contact with our clients (family office executives, CEO, COO, CFO, VP of Finance, Controller, etc.), as well as family members and other client contacts, including investment, tax, legal and professional service providers.

We operate in a team-based environment and have a proven track record of delivering exceptional value to our clients.

Key attributes that will make someone successful in this role include:

Assertive, collaborative team player with a desire to learn different industries, complex entity structures 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, sound judgment and strong communication skills, as contact with clients and their advisers will be extensive
Interest in personal/professional development and advancement
Dedication to lifelong learning, including staying abreast of best practices in financial management and family office operations
Ability to analyze and interpret - not just report - financial information to add value to client businesses and family office decision-makers as a trusted adviser
Solid Excel skills (create tables, use formulas, pivot tables)

Responsibilities

This is a hands-on position that requires transaction processing, multi-entity accounting and account reconciliation skills.

Duties include

Key point of contact for our clients’ Purchase to Pay, Order to Cash, treasury/cash management and Month-End Close cycles
Lead, manage and coach client services representatives, associates and senior associates
Support clients’ month-end close processes across multiple legal entities, which may include reviewing journal entries, account reconciliations, intercompany activity and investment-or-capital-related transactions
Prepare/review clients’ monthly financial statements and management reports, including entity-level and consolidated reporting, month-over-month variance analysis and/or actual-to-budget analysis
Analyze and interpret financial information for family office and client management, providing actionable insight and decision support
Continuously identify opportunities to enhance clients’ monthly operations, internal controls and reporting…