RSM US LLP

Financial Planning and Analysis

• Lead the efforts of multiple teams on client engagements
• Drive growth and profitability by generating new revenue on existing clients
• Cross sell into other lines of business
• Develop new clients for the practice
• Work closely with RSM’s National Financial Services tax industry leader to develop strategies and initiatives to further grow the Financial Institution tax practice
• Mentor and coach our people to achieve challenging and rewarding careers

Tax Partner – Financial Institutions

Administration

• Serve as the day-to-day engagement manager for fund administration engagements with a strong focus on private equity clients
• Manage all aspects of the engagements including, capital calls, distributions, wires/cash management, quarterly reporting, and year end reporting
• Manage, train and develop the Fund Services Plus team to assist with fund accounting, operational, and reporting deliverables
• Liaise with leadership from our offshore affiliates and help coordinate the activities of the offshore team relating to Fund Services Plus fund administration engagements
• Educate the US team on the various critical aspects in servicing fund administration clients
• Heavy interaction with the clients to ensure all deliverables are met
• Become an expert user in the firm’s fund administration technology platforms
• Play an important role in quality control and ensure the implementation/adherence to policies and procedures for fund administration
• Manage/assist in the review and preparation of the work paper supporting schedules for financial statement accounts
• Coordinate fund level operating activities subsequent closes, fee calculations, including credit facility maintenance, deal funding, and investor funding
• Coordinate with both internal and external auditors with all aspects of the annual audit
• Manage/assist in the maintenance and review of the waterfall data and the development of carried interest calculations/models
• Work with Legal and Compliance team to ensure compliance with various fund policies and procedures
• Responsible for the prompt response to investors’ requests
• Play a significant role in the onboarding process, including the design for client onboarding ‘center of excellence’ for onboarding new Advisors/Funds
• Assist with the testing and implementation of initiatives to improve and streamline fund accounting functions

Fund Services Manager – Private Equity Fund Administration

Manager

• Responsible for planning, coordination, and execution of all aspects of assigned projects
• Communicate regularly to Team Director and stakeholders the project status, risk, and issues
• Develop project plans, schedules and budgets
• Manage approved objectives, budget, schedule, resources, and deliverables
• Revise project plan as appropriate to meet changing needs

D365 Business Central Manager

Data Analyst

• Lead the development and execution of data-driven strategies to enhance audit quality, efficiency, and insights
• Combine technical expertise in data analytics with a deep understanding of audit processes to deliver innovative solutions that support risk assessment, testing, and continuous monitoring
• Analyze large datasets to identify anomalies, trends, and potential control weaknesses
• Design and implement advanced analytics solutions to support project objectives
• Develop dashboards, visualizations, and automated tools for engagement teams
• Collaborate with examiners to integrate analytics into planning, fieldwork, and reporting
• Maintain clear documentation to support methodologies and processes
• Identify opportunities to improve examination coverage and efficiency through data-driven techniques
• Provide consultation and support services on process improvement, data governance, artificial intelligence, and data analysis
• Monitor project budget using client invoices and expense information with the ability to forecast budget shortfalls in advance
• Conduct client status meetings, review deliverables, receive client sign-off, escalate issues and communicate client opportunities

Audit Data Analytics – Insurance

• Provide direction, instruction, execution on client engagements
• Conduct research, data analysis, and preparing client deliverables
• Gather client requirements and documenting findings
• Assist in presenting recommendations to the client
• Lead, manage and conduct medium-scale compensation projects
• Support sales efforts through proposal and engagement development
• Build cross-functional project teams ensuring timely delivery, on budget quality outcomes, and client acceptance
• Develop tools, frameworks, and methodologies to address evolving compensation needs
• Continuously expand your knowledge of compensation principles, incentive design techniques through training and self-study
• Mentor junior staff and contribute to their professional development
• Actively build relationships within the team and firm

Manager – Compensation Consulting

Operations

• Lead and manage a team of people managers/supervisors overseeing day-to-day execution of centralized, repeatable talent processes for learning
• Set strategic priorities and roadmaps to guide operational execution and continuous improvement
• Design, implement, and optimize global business processes
• Maintain a culture of operational excellence
• Collaborate closely with Centers of Excellence (COEs) and other stakeholders
• Oversee documentation and training of business processes
• Formulate and communicate project plans for new talent programming
• Ensure infrastructure and team structure can scale and adjust to business needs
• Act as a point of escalation for complex problems
• Track and report on operating results
• Proactively collaborate with the HRIS team
• Foster a culture of curiosity and experimentation
• Identify, assess, and implement emerging technologies

Learning Operations Director

Consultant

• Lead engagements with RSM client companies and serve as their primary point of contact
• Participate in the initial HR Assessment of a new client company
• Handle onboarding, offboarding, benefits administration, and compliance related matters
• Provide guidance to managers on handling performance problems and compliance concerns
• Build rapport with client companies through responsive and knowledgeable service
• Maintain meticulous records and assist with data compilation and reporting

Senior Dayforce Implementation Consultant

• Research, address, and consult on technical issues specific to IRS practice and procedural issues including tax, penalty and interest assessments, statutes of limitation for refunds and assessments.
• Represent clients before the Internal Revenue Service (“IRS”).
• Experience with Bipartisan Budget Act (BBA) partnership examination rules; IRS guidance and examination issues related to cryptocurrency and digital assets; or examination of research and development and other credit issues is preferred.
• Prepare written communications to the IRS regarding penalty abatement requests.
• Working on the IRS account issues, corrections and reconciliations.
• Prepare Private Letter Ruling Requests.
• Work with other specialty groups on issues that intersect with other technical matters such as corporate taxation, partnerships, international tax, mergers and acquisitions.
• Participate in firm trainings.
• Manage multiple projects in fast-paced and collaborative environment.
• Mentor staff and provide on the job training and supervision.

Tax Manager – Tax Controversy

• Advise RSM clients and internal engagement teams on IRS procedural and controversy issues
• Represent clients before the IRS
• Research, analyze, and consult on complex IRS practice and procedure matters
• Advise engagement teams and clients on procedural strategy in IRS examinations and IRS Appeals
• Lead and support the defense of federal tax credits during IRS examinations
• Develop and execute examination and Appeals strategies
• Prepare written submissions to the IRS
• Serve as a national technical resource for IRS practice, procedure, and tax controversy matters
• Manage, mentor, and develop staff and managers

Senior Manager, Tax Controversy

Compliance

• Work with clients to design processes that align with healthcare business and management processes, regulatory requirements, and other business needs
• Assess current state workflow and work with implementation team to validate proposed future state fits with overall project objectives
• Identify, assess, and solve complex business integration challenges
• Evaluate client compliance with state and federal regulations
• Evaluate client revenue cycle org structure and staffing levels
• Identify opportunities to improve technical adoption across EMR and billing platform
• Work interactively with clients to create deliverables
• Assist in the development of training materials for client personnel
• Manage and execute project work plans to provide high-quality client service delivery
• Assist in preparing and maintaining internal and external project status reports
• Mentor junior team members in industry best practices for implementation and project management
• Support sales activity with meaningful conversations with clients

Manager, Risk Consulting – Healthcare Compliance

Human Resources

• Operate with a national purview across Epic EHR opportunities.
• Responsible for building, scaling, and sustaining the firm’s Epic-related advisory, implementation, and optimization services.
• Leverage deep technical expertise in the Healthcare IT industry, with a focus on Epic EHR implementations, advisory, and optimization.
• Drive growth through external client relationships and internal firm collaboration.
• Build a sustainable book of business and position the firm as a trusted advisor across the Epic ecosystem.
• Develop and maintain executive-level relationships with CIOs, CFOs, COOs, CMIOs, and other healthcare leaders.
• Manage multiple client engagements while providing leadership on proposals and internal initiatives.

Director of Delivery, Growth & Market Expansion

• Performs financial due diligence for clients who are acquiring and divesting businesses
• Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
• Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
• Uses various software tools as designated by the firm
• Interacts with the other functional areas of the practice including tax, audit and other consulting practices

Senior TAS – Financial Due Diligence, Healthcare

• Perform hands-on Epic delivery work across implementations, optimizations, and stabilization engagements.
• Serve as an Epic project manager or workstream lead on client engagements as needed.
• Develop and manage project plans, timelines, dependencies, risks, and resource allocations.
• Lead or support workflow design, build validation, testing, go-live readiness, and post-go-live support activities.
• Manage or oversee multiple client engagements or workstreams concurrently.
• Act as a trusted advisor to client operational, IT, and project leadership stakeholders.
• Identify risks, issues, and dependencies and lead resolution efforts.
• Stabilize engagements when scope, timelines, or delivery quality begin to drift.
• Drive consistent delivery standards across Epic engagements.
• Ensure solutions align with Epic best practices and long-term sustainability.
• Serve as an escalation point for complex Epic delivery or project issues.
• Establish and manage project governance, status reporting, and cadence in the absence of a centralized PMO.
• Support and mentor supervisors, senior associates, and consultants.
• Contribute to the development and refinement of Epic implementation, optimization, and support methodologies.
• Create and maintain delivery templates, playbooks, tools, and standards.
• Identify process improvement opportunities and implement delivery best practices.
• Partner with practice leadership and marketing teams to package delivery services into clear, marketable offerings.
• Provide delivery-grounded input into scope, effort estimates, timelines, and staffing models.

EHR Manager – Delivery, Technical Excellence

Growth Marketing

• Coordinate with pursuit leaders, business developers and other internal team members to prepare and produce pursuit documents.
• Prepare pursuit documents leveraging existing text and graphics using multiple databases and resources.
• Review pursuit deliverables to monitor brand and risk compliance and quality assurance standards while ensuring adherence to Associated Press and RSM guidelines.
• Project manage pursuit to coordinate version control, edits and meet deadlines.
• Keep abreast and knowledgeable of firm thought leadership.
• Ensure that pursuit documents leverage current statistics, graphics, and language.
• Create and coordinate delivery of pursuit documents.
• Monitor CRM platform to ensure proposal data is reflected accurately.
• Maintain accuracy of records within the SharePoint request database.
• Regularly engage, participate, and contribute to group discussions and activities within their teams.
• Ensure effective support of relationship development and growth strategy by collaborating with the ESS growth team leaders, engagement leaders, business developers and pursuit teams.
• Collaborate effectively with growth support leaders, team members, ESS subfunctions and other internal firm client service teams to ensure that business needs are met.
• Perform other duties as assigned.

Growth Support Proposal Specialist

• Lead the execution of projects to help optimize all elements of the finance function
• Expert understanding of Transformation and Change Management
• Drive high-quality work within expected timeframes and on budget
• Build client relationships and deliver quality client services
• Provide mentoring and motivate diverse client engagement teams