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Financial Consulting Supervisor – Finance as a Service
RSM US LLPFinancial Consulting Supervisor leading NetSuite implementations, optimization, and support. Delivering technology-enabled accounting services for RSM’s clients.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Oracle NetSuite implementation and client onboarding, with a strong focus on process analysis, redesign, and optimization. Possesses excellent communication and organizational skills to manage multiple projects and enhance customer experiences.
Highest-signal resume keywords
Oracle NetSuite ImplementationProcess Analysis and RedesignOracle NetSuite SuiteFoundation CertifiedOracle NetSuite Certified AdministratorClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Oracle NetSuiteBusiness Process EvaluationQuality Control ReviewRequirements DefinitionTechnology/Process OptimizationDocumentationUser-Training DevelopmentTechnical SupportMicrosoft OfficeExcel
Soft Skills
Excellent Communication SkillsTime ManagementOrganizational SkillsCustomer ServiceProblem Solving
Tools & Technologies
BILLRampBlackLine
Certifications & Qualifications
Oracle NetSuite SuiteFoundation CertifiedOracle NetSuite Certified Administrator
Industry Keywords
Financial ConsultingClient OnboardingCross-Functional CollaborationDynamic EnvironmentBPOVAR Practice
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Lead implementation and onboarding of new clients within the RSM Accounting Financial Consulting practice
- Lead client design sessions to analyze requirements and redesign business processes, including chart of account redesign, procure to pay, order to cash, and record to report
- Perform solution design for the FaaS-AFC technology stack, including NetSuite, BILL, Ramp and BlackLine
- Lead client-facing training sessions for AFC technology solutions
- Oversee and mentor team members
- Collaborate with cross-functional teams throughout implementation projects
- Define and document repeatable methodologies, tools and templates for future projects
- Identify opportunities to enhance the customer onboarding experience and implement improvements
- Assist with project-based initiatives, including quality control review and technology/process optimization
- Optimize Oracle NetSuite through business process evaluation, procedure development, process-flow and requirements definition, QA planning and testing, documentation, user-training development and production support
- Ensure communication and integration across the AFC practice and technology partners
- Provide technical support to end-users and escalate issues through RSM and Oracle NetSuite support channels
- Perform other duties/projects as required
Requirements
What you’ll need- Bachelor’s degree in accounting, Finance, MIS or IT
- 7+ years of Oracle NetSuite experience in either a BPO or VAR practice
- Experience leading implementations of Oracle NetSuite
- Oracle NetSuite SuiteFoundation Certified
- Oracle NetSuite Certified Administrator
- Expertise in process analysis and redesign of business processes
- Excellent communication and presentation skills
- Strong time management and organizational skills with sensitivity to timeframes, budgets and outcomes across multiple clients and projects
- Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands
- Strong technology skills and ability to quickly learn and use new technology software applications
- Dedication to lifelong learning, including staying abreast of best practices in financial management enabled by technology
- Strong Microsoft Office skills
- Highly customer-focused with ability to provide consistently excellent customer service and professionalism
- Excellent written and verbal communication skills
- Able to quickly assess situations to pinpoint the scope/source of technical issues in a fast-paced environment
- Must be dependable and able to work both individually and in a team environment
- Must possess strong sense of ownership of client relationships
- Positively represent the company to clients and always provide empathetic and friendly customer service
- Possesses excellent time management and organizational skills to manage case load of old and new cases in individual case queue
- Ability to work effectively under pressure, shift priorities quickly as required, and rapidly adapt to changing environments
- Proven ability to work with minimal direction, as well as be resourceful and independent in solving problems
- Strong computer skills and proficient use of Excel, Word, PowerPoint
- Highly desire 2nd shift availability
Benefits
Comp & perks- Competitive benefits and compensation package
- Flexibility in your schedule
- Reasonable accommodation for people with disabilities