Financial Consulting Manager – Finance as a Service

RSM US LLP

Finance as a Service Manager overseeing finance operations for private clients. Leading a team and engaging directly with clients in a shared services environment.

Posted 7/14/2026full-timeBoston • Illinois, Massachusetts, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $95,400 - $192,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial management, including GAAP knowledge, financial planning and analysis, and operational finance. Proven ability to lead teams, manage client relationships, and implement process improvements in a shared services environment.

Highest-signal resume keywords

Financial Planning And AnalysisGAAP KnowledgeLeadership And Management SkillsAutomated Accounting SystemsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingForecastingVariance AnalysisMonth End CloseRecord To ReportProcure To PayOrder To CashChart Of Account RedesignOperational Finance

Soft Skills

Time ManagementOrganizational SkillsCoaching Skills

Tools & Technologies

IntacctNetSuiteBlacklineBill.comTallie

Certifications & Qualifications

CPA

Industry Keywords

Public AccountingConsultingProfessional ServicesShared Services

About the role

Key responsibilities & impact

Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
Lead, manage and coach client services representatives, associates, senior associates and supervisors
Review client’s monthly financial statements including month over month variance analysis and/or actual to budget analysis
Analyze and interpret financial information for client management and provide actionable insight and decision support
Continuously identify opportunities to enhance the client's monthly operations make suggestions for process improvements
Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies
Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects
Establish engagement budgets
Direct initial assessments, implementations and onboarding of new Finance as a Service clients
Write service agreements and statements of work
Participate in meetings with new client prospects and in the proposal process

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance
CPA is preferred
Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance, CFO
Strong technical financial accounting (GAAP) knowledge
Strong management accounting and operational finance knowledge
Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.)
Proven leadership, management and coaching skills
Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects
Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)

Benefits

Comp & perks

flexibility in your schedule
empowering you to balance life’s demands