Financial Consulting Manager – Finance as a Service
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: Bengaluru • India
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About the role
- Serve as the primary point of contact for assigned US family office clients
- Manage multiple accounting engagements, ensuring timely delivery of all recurring and ad-hoc financial requirements
- Lead client calls, monthly/quarterly reviews, and financial discussions with US leadership teams
- Develop work plans, timelines, and engagement scope; ensure adherence to SLAs and quality standards
- Oversee the holistic financial operations for a high-net-worth family
- Review of financial statements including Cash flow projections, reports and analyses for stakeholders
- Monitor financial controls, accounting accuracy, and documentation standards
- Prepare for and support annual external audits, including the Single Audit where applicable
- Ensure adherence to internal controls, compliance requirements, and nonprofit sector regulations
- Lead and mentor a team of accountants and associates in India
- Implement process improvements to enhance efficiency, accuracy, and scalability
- Support system configuration, migrations, and optimization for clients as needed
Requirements
- Bachelor’s or Post graduate degree in accounting, Commerce, Finance, or related field
- 13+ years of experience in accounting
- at least 3 years in Family Office accounting (US preferred)
- Strong understanding of US GAAP, family office accounting and financial reporting
- Experience in managing client relationships and leading teams
- Proficiency with accounting systems commonly used by family office (QuickBooks, Sage Intacct, NetSuite, Bill.com, Tallie)
- Experience in Blackline is preferred
- Excellent analytical, communication, and leadership skills
- Ability to work overlapping hours with US time zones
Benefits
- flexibility in your schedule
- empowering you to balance life’s demands
- maintaining your ability to serve clients
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingfinancial reportingUS GAAPfinancial analysisfinancial controlsprocess improvementsaudit preparationdocumentation standardscash flow projectionsclient relationship management
Soft skills
leadershipcommunicationanalytical skillsmentoringorganizational skillsteam managementclient engagementtime managementproblem-solvingadaptability
Certifications
Bachelor’s degree in accountingPost graduate degree in accountingCPA (if applicable)