RSM US LLP

Project Manager

• Create and execute project plans
• Engage resources necessary to deliver projects
• Leverage project management best practices to track progress
• Complete project/service requests effectively
• Lead projects through full design, development, implementation, and transition

Project Manager – Technical

Auditor

• Execute end-to-end internal audits, including planning, risk assessments, fieldwork, control testing, and reporting in alignment with IIA standards.
• Evaluate the effectiveness of governance, risk management, and internal control frameworks across Corporate Banking, Capital Markets, Treasury, Operations, Technology, and Compliance.
• Assess adherence to regulatory requirements, including Federal Reserve, OCC, FDIC, SOX, and Basel guidelines.
• Identify control deficiencies, root causes, and emerging risks; develop actionable recommendations.
• Prepare executive-level audit reports and present findings to senior leadership.
• Partner with stakeholders to track remediation efforts and validate corrective actions.
• Support regulatory inquiries, issue validations, and special audit projects.
• Leverage data analytics to enhance audit quality, coverage, and efficiency.
• Manage multiple engagements within a fast-paced, highly regulated environment.

Senior Internal Auditor – Global Banks

Financial Planning and Analysis

• Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
• Support RSM’s goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions
• Effectively manage, motivate and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients
• Support multiple client projects simultaneously, while actively contributing to internal initiatives such as talent, practice, and business development
• Leverage your understanding of the insurance industry trends to effectively communicate leading risk management practices
• Provide subject-matter expertise in risk consulting strategies and internal controls pertaining to the core functions of insurance (claims, product, underwriting, etc.)
• Manage a diverse book of business, maintaining overall responsibility for the profitability, effective delivery and engagement risk of all client related work within the portfolio
• Leverage your experience and expertise to recruit and retain future leaders of the firm through mentorship that focuses on advancing the professional aspirations and skills of your colleagues
• Be proactive in your personal development in areas such as insurance industry expertise, technical specializations, and leadership to drive expansive personal value to our people and our clients
• Focus on developing your network and personal brand in the marketplace to drive growth for the insurance risk consulting practice; including: identifying and securing new opportunities

Manager – Financial Services Risk and Controls Consulting, Insurance

Manager

• Run client engagements from start to finish, which includes planning, executing, directing, and completing tax and transfer pricing projects and managing to budget.
• Work to expand team and market presence in New York City.
• Supervise, train, and mentor staff on tax and transfer pricing projects and assess performance of staff for engagement reviews; perform in-charge role as needed.
• Evaluate and advise clients on intercompany transfers of tangible goods, intangible property, services, and loans and conduct financial and economic analyses of multinational and domestic corporations, industry and market research, economic valuations, comparative financial benchmarking, and report documentation.
• Prepare and analyze financial and economic data for tax and regulatory compliance using MS Word, Excel, and various statistical sampling packages.
• Review and analyze GAAP financial statements.
• Identify opportunities for providing transfer pricing services and other special services.
• Contribute to thought leadership materials.
• Proactively interact with key client management to gather information, resolve tax and transfer pricing related problems, and make recommendations for business and process improvements.
• Provide planning assistance, audit defense/resolution, and prepare documentation.
• Manage teams to produce client deliverables.
• Enhance technical skills by remaining up to date on trends, new legislative developments, tax authority decisions, and apply them to complex situations relevant to the client.
• Assist in the business development and go-to-market activities.

Senior Manager, Transfer Pricing

• Provide timely , high quality client service that meets or exceeds client expectations
• Assess risk along with design and communicate audit procedures to engagement teams
• Manage multiple engagement teams and prepare end-of-engagement evaluations for staff
• Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work
• Maintain contact with clients throughout the year to understand impact of significant developments in client’s business
• Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
• Anticipate and address client concerns and escalate issues as they arise
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Identify and communicate accounting and auditing matters to Senior Managers and Partners

Assurance Manager – Real Estate

• Coordinate planning, schedules, access, and evidence requests for external regulatory inspections
• Prepare and consolidate responses to RFIs; run stakeholder collaboration
• Track findings to closure, facilitate debriefs, and convert lessons learned into actionable improvements
• Collaborate with stakeholders to maintain SOQM artifacts and status; run daily checks, resource plans, project plans, and weekly reporting
• Prepare file selections and leadership materials; run weekly project plan check-ins; monitor action items
• Own firm-wide action-plan tracking; produce transparent reports for committees and leadership
• Manage PCAOB registration Form 2 submissions; support partner rotation logistics.

Project Manager, Audit Quality Risk Management – Temporary

• Advise clients on their digital transformation journeys including digital strategy development, digital assessments, roadmap development and advising on emerging technologies
• Advise CIOs on optimizing IT departments and IT capabilities within client organizations
• Lead and develop your team
• Act as a project manager and liaison between stakeholders and users
• Perform technology assessments
• Evaluate business processes, anticipate requirements, uncover areas for improvement, and develop and implement solutions
• Prioritize initiatives based on business needs and requirements
• Update, implement and maintain procedures
• Work closely with clients and technicians
• Participate in projects, develop project plans, and monitor performance
• Provide leadership, training, coaching, and guidance to junior staff
• Gather critical information from meetings with various stakeholders and produce applicable reports
• Network internally and externally to develop sales opportunities
• Perform user acceptance testing
• Provide analysis, development and documentation of improvement opportunities
• Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges
• Continuously learn to better understand RSM's scope of services, with the intent to enhance value to the client through integration of services
• Aspire to career growth by assuming more active roles in technology assessments over time, as knowledge and experience progress
• Stay up to date on the latest process and digital/IT advancements to automate and modernize systems and regulations
• Effectively document and communicate your insights and plans to cross-functional team members and management

CIO Advisory Manager

• Co-developing and co-leading client engagements from start to finish
• Working with personnel across business lines on transfer pricing projects
• Evaluating intercompany transfers of tangible goods, intangible property, services, and loans
• Conducting financial and economic analyses of multinational and domestic corporations
• Reviewing detailed reports and memoranda outlining client facts and analyzing market and economic factors
• Reviewing and analyzing financial and economic data for tax and regulatory compliance
• Leading client interaction to gather information

Tax Manager – Transfer Pricing

Business Analyst

• Understand business problems and opportunities in the context of the requirements and recommend solutions
• Lead and direct analysis activities for high-priority projects
• Work with business leaders, system users, outside vendors and other digital teams
• Participate in product road mapping
• Lead requirements elicitation sessions
• Document user stories and acceptance criteria
• Execute and complete assigned project tasks to provide quality plans, reports, and other deliverables

• Update and enhance process, risk, and control documentation.
• Align processes within the risk and control reporting platform.
• Identify control gaps and recommend improvements.
• Support RCSA activities, issue management, and remediation tracking.
• Partner with Finance, Risk, Compliance, and Internal Audit stakeholders.

Temporary Manager – Finance Governance & Control

Product Manager

• Define and communicate the product vision, goals, and roadmap
• Create and maintain a prioritized backlog of user stories, epics, and features
• Facilitate backlog grooming sessions with the development team
• Participate in sprint planning meetings to select user stories for development
• Act as the primary point of contact for product-related questions and updates
• Define acceptance criteria for user stories to ensure successful delivery
• Coordinate release planning and deployment activities

Product Owner

Architect

• Lead the business requirements gathering and design of enterprise resource management solutions
• Collaborate with functional consultants and technical teams to deliver scalable, reliable solutions
• Serve as the primary solution owner for Dayshape
• Partner with business stakeholders to define solution requirements
• Engage with Dayshape vendor to understand current state solution and future product enhancements
• Manage and mentor a solution support team fostering collaboration and accountability
• Identify and resolve system bugs, performance issues, and integration challenges across platforms

Resource Management Strategic Business Architect

Learning and Development

• Gathers data and conducts initial analysis on data to offer insights or recommendations on solution effectiveness or other decisions.
• Provides critical leverage in advising, developing, planning, executing, and evaluating the practice and program curriculum to support the Firm, business partner, talent, and learning strategies.
• Serving as a learning advisor to leaders, subject matter experts, curriculum owners, and developers to uncover and define learning needs and design appropriate learning and development solutions that address the needs of the business.
• Leading project teams.
• Working closely with key stakeholders to support the overall success of the learning and development plans.

Senior Instructional Designer

Procurement

• leading and executing vendor sourcing negotiations for projects and purchases
• perform review, redlining and negotiation of vendor contracts
• lead vendor negotiations ensuring information security and privacy due diligence is conducted
• leverage legal expertise to perform legal review of contracts
• interact with RSM leaders to ensure contract language meets operational objectives
• coach LOB and functional leaders on negotiation tactics
• assist LOB and functional leaders in contract interpretation

Strategic Sourcing Contracts Manager

• Responsible for growth and leading tax engagements
• Advising on tax matters and teaming across service line and line of business
• Delivering innovative solutions that address the complex needs of our clients