Managing Director, Corporate Finance Specialist
Truist
Management Consulting Supervisor, CFO Advisory
RSM US LLP
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Illinois, Massachusetts, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $94,400 - $178,800 per year
Job Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- Assist in optimizing all elements of the finance organization, including finance assessment, target operating model definition, business process improvement, enterprise transformation, and finance technology enablement and deployment.
- Demonstrate a fundamental understanding of finance and accounting functions and the people, processes, and technology components that support them, such as Procure to Pay, Order to Cash, Source to Report, Acquire to Retire, and Forecasting & Planning.
- Deliver high-quality work within expected timeframes, scope, budgets, and client expectations.
- Leverage digital skillsets – e.g. experience with visualization tools like PowerBI, Tableau as well as automation technologies such as Alteryx, continue to focus on modernizing our service delivery model within Management Consulting through the digitization of our service offerings.
- Monitor project progress, manage risk, and ensure project teams and clients are informed about key milestones, engagement progress, and expected outcomes.
- Actively participate in internal and external business development activities and networking.
- Understand firm capabilities across lines of business to identify cross-selling opportunities.
- Assist in preparing engagement/project financials and interpret and convey impacts to firm leadership.
- Identify industry focus areas, assist with industry research, and support prospect and existing client targeting activities.
- Oversee and drive individual projects to completion, identifying opportunities and solutions to client challenges.
- Assist in developing new service offerings, innovative solutions, and deliverables for the rapidly changing finance environment and market.
- Effectively manage, coach, and develop junior resources and peers by providing timely and actionable feedback, as well as recruitment and retention efforts.
- Communicate effectively both internally and externally with client employees, C-suite executives and/or private equity partners to develop and foster client relationships.
Requirements
- Bachelor’s degree required
- Minimum 4 years’ experience working in a large organization, professional services firm or CPA firm
- 2 yrs. experience leading and managing project teams
- Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
- Executive presence and an understanding of stakeholder / client relationship management
- Ability to travel > 30 % or more locally and internationally
- Strong oral and written communication skills, including presentation skills
Benefits
- flexibility in your schedule,
- empowering you to balance life’s demands,
- competitive benefits and compensation package,
- discretionary bonus based on firm and individual performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
finance assessmenttarget operating model definitionbusiness process improvemententerprise transformationfinance technology enablementProcure to PayOrder to CashSource to ReportAcquire to RetireForecasting & Planning
Soft skills
problem solvingtroubleshootingexecutive presencestakeholder managementclient relationship managementcommunication skillspresentation skillscoachingfeedbacknetworking
Certifications
Bachelor’s degree
