Financial Consulting Supervisor – Family Office

RSM US LLP

Financial Consulting Supervisor managing client services and accounting activities at RSM's FAO practice. Involves leading teams, financial reporting, and enhancing client operations.

Posted 7/23/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $85,100 - $161,700 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 strong technical knowledge of GAAP, financial planning and analysis, and operational finance. Proven ability to lead client services teams, enhance operational efficiencies, and provide actionable financial insights.

Highest-signal resume keywords

Financial Planning And AnalysisGAAP KnowledgeClient ManagementAccounting SupervisionAutomated Accounting Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingMonth End CloseJournal Entry ReviewAccount ReconciliationVariance AnalysisProcess ImprovementFinancial ModelingOperational Finance

Soft Skills

Excellent Communication SkillsAnalytical SkillsDecision MakingTime ManagementOrganizational Skills

Tools & Technologies

Microsoft OfficeIntacctNetSuiteBlacklineBill.comTallie

Certifications & Qualifications

CPA

Industry Keywords

Purchase To PayOrder To CashMonth End Close CyclesClient ServicesCorporate Accounting

About the role

Key responsibilities & impact

Key point of contact for our clients
Purchase to Pay, Order to Cash and Month End Close cycles
Lead, manage and coach client services representatives, associates and senior associates
Support the clients month end close process as needed which may include reviewing journal entries and account reconciliations
Prepare/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 clients 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 FAO clients
Participate in meetings with new client prospects and in the proposal process

Requirements

What you’ll need

A minimum of a Bachelor's in accounting or finance is required
Excellent written and oral communication skills are a must
Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting supervisor, assistant controller, controller, director of finance, or 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.)
Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
Ability to work independently in a growing, dynamic, fast-paced environment with extensive multi-tasking demands
Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)
CPA is preferred but not required.

Benefits

Comp & perks

Flexibility in your schedule
Competitive benefits and compensation package