Financial Planning and Analysis

• Manage multiple concurrent engagements within the AFC practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Assist in the preparation of technical memos and other client deliverables
• Manage TAC engagements and the engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Understand RSM's service lines and work as a team in providing an integrated service delivery
• Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
• Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
• Work with the National Leader on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
• Ensure professional development through ongoing education
• Willingness to travel 25% or less of the year, depending on your clients

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