RSM US LLP

ServiceNow

• Lead and facilitate discovery workshops to understand client business processes, requirements, and desired outcomes across ServiceNow modules
• Translate business objectives into a clear project vision and actionable roadmap aligned with ServiceNow best practices
• Own and manage the product backlog, working closely with clients to define requirements, prioritize features, and identify dependencies that inform development sequencing
• Balance and negotiate competing priorities across multiple stakeholders and workstreams to ensure alignment and timely delivery
• Oversee development activities by planning sprints, refining user stories, reviewing deliverables, and ensuring quality throughout the implementation lifecycle
• Develop a deep understanding of client business operations and proactively anticipate needs to guide solution design
• Serve as the primary liaison between business stakeholders and technical teams, driving consensus and ensuring clear, actionable requirements for developers.

ServiceNow Implementation Specialist

• Analyze, design, and document opportunities to improve client processes using the ServiceNow platform.
• Create functional designs, process flows, and user stories, gathering stakeholder feedback to shape solution architecture and delivery.
• Evaluate Service Management processes, identify gaps, and develop ServiceNow‑based solutions that enhance efficiency and automation.
• Translate diverse business requirements into scalable, technically sound ServiceNow configurations and customizations.
• Clearly document and communicate insights, requirements, and solution plans to cross‑functional teams and client stakeholders.
• Collaborate closely with clients, technical teams, and project leadership to ensure alignment throughout the implementation lifecycle.
• Stay current on ServiceNow releases, platform enhancements, and industry best practices, recommending improvements that drive value.
• Serve as a subject matter expert in ServiceNow and Enterprise Service Management.
• Design, configure, and develop ServiceNow applications, modules, and custom components.
• Configure workflows, UI policies, business rules, and other platform features to meet client requirements.
• Implement enhancement requests, including UI changes, system property updates, foundation data adjustments, and workflow modifications.
• Perform ServiceNow upgrades, installations, and platform maintenance activities.

ServiceNow Technical Consultant

Financial Planning and Analysis

• Prepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packages and investor reporting packages
• Prepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments
• Become an expert user in the firm’s fund administration technology platform
• Assist with onboarding new clients, setting up the firm’s investors, investments, new reports, LP reporting portal, etc.
• Prepare / facilitate capital calls and distribution calculations and execute these processes in the technology platform
• Maintain and update investor data as needed
• Respond to adhoc inquiries from clients and limited partners
• Coordinate with the clients’ external auditors and tax providers to assist with the year end audits and tax return information that is needed
• Once established help to train other new/junior level staff members

Financial Consulting Supervisor – Private Equity Fund Administration

• Evaluate investment portfolios as part of regulatory oversight projects
• Assess practices and strategies of insurance entities
• Identify specific investment-related issues and recommend solutions
• Work closely with regulators to review and provide analysis for companies’ investment strategies
• Develop interview questions and lead investments interviews of senior and executive management
• Execute testing of compliance with state laws, rules and regulations
• Participate in client status meetings, prepare and review deliverables, and assist in identifying issues
• Review valuation and assess impairment of investments

Investment Specialist

Blockchain Engineer

• Act as an internal business consultant to define, manage, and analyze blockchain and digital asset growth opportunities
• Identify business issues, opportunities, and associated information needs related to blockchain and digital assets
• Research, design and develop blockchain technology for clients and teams, including frameworks, distributed ledger protocols and consensus mechanisms
• Engage in the external promotion of blockchain, customer presentation and external demand engagements to develop applications that provide value
• Development of thought leadership and other vehicles for articulating findings

Innovation Blockchain Manager

• Help lead and expand the Strategic Finance and FP&A practice
• Drive strategic growth, service and technology innovation, and operational excellence
• Serve as a trusted advisor to C-suite and Board-level clients
• Engage directly with client C-suites and Boards, providing insights
• Lead complex engagements, including equity/debt raises, M&A, IPOs, and capital markets readiness
• Mentor a high-performing, diverse team across multiple geographies

Consulting Partner – Strategic Finance, FP&A

Director

• accountable for the end-to-end health, reliability, and lifecycle readiness of the firm’s enterprise workflow and integration platforms
• serve as the Platform Owner, executing governance as an enablement model by establishing clear ownership, decision rights, and standards that empower Platform Managers and delivery teams
• own platform standards, guardrails, and operational controls that are enforced through automation
• define and enforce platform standards and policies through automation wherever possible
• manage technical debt, evaluate new capabilities, and ensure platform evolution aligns with enterprise standards

Platform Director

• Performs financial due diligence for clients who are acquiring and divesting businesses
• Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
• Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
• Uses various software tools as designated by the firm
• Interacts with the other functional areas of the practice including tax, audit and other consulting practices

TAS Supervisor – Financial Due Diligence

Security Operations

• Coordinate intake of new sales opportunities, ensuring complete and accurate scoping information is collected.
• Partner with directors and partners to prepare pricing, Statements of Work (SOWs), and proposal materials.
• Track pipeline opportunities, monitor key metrics, and highlight risks or bottlenecks for leadership visibility.
• Support the setup and tracking of offensive cybersecurity and incident response engagements, including project creation, consultant assignment, and documentation.
• Monitor timelines, deliverables, and resource allocation to ensure alignment with client expectations.
• Develop and maintain standardized documentation, playbooks, and workflows to improve consistency and efficiency across the practice.

Cyber Operations Analyst – Offensive Cybersecurity, Incident Response

• 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 and associates
• Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions
• Approves bank reconciliations and general ledger account reconciliations
• Prepare/Review client’s monthly financial statements including month over month variance analysis
• Analyze and interpret financial information for client management and provide actionable insight
• Continuously identify opportunities to enhance the clients monthly operations

Senior Financial Consulting Associate – Finance as a Service

• 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 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 and 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 FaaS clients
• Participate in meetings with new client prospects and in the proposal process

Financial Consulting Supervisor – Finance as a Service

QA Engineer

• Perform risk-based compliance QA reviews across Broker-Dealer and RIA environments.
• Independently assess first line policies, procedures, supervisory controls, and surveillance programs.
• Validate regulatory compliance with SEC, FINRA, Reg BI, Form CRS, and Investment Adviser Act requirements.
• Support regulatory exams, issue validation, and remediation efforts.
• Identify control gaps, root causes, and emerging compliance risks impacting Global Banking clients.
• Partner with Compliance, Legal, Risk, and Business stakeholders to drive timely remediation.

Manager – Securities Compliance QA, Global Banking

Risk

• Participate in credit risk-related projects including loan reviews and assessments
• Apply knowledge of credit risk mitigation strategies to client engagements
• Collaborate with teams to ensure high-quality service delivery

Senior Associate, Risk Consulting – Credit Review

Manager

• Own the operational execution of the Boomi platform across all environments.
• Serve as the primary technical authority for Boomi.
• Ensure platform reliability, performance, availability, and scalability through proactive monitoring and incident response.
• Implement and enforce platform standards and guardrails for enterprise integrations and API exposure.
• Partner with Digital Solutions, Architecture, and delivery teams to enable effective use of the Boomi platform without becoming a delivery bottleneck.

Platform Manager

• Lead and expand our FDA IT Compliance, Validation, and Technology Risk practice.
• Interpret and apply FDA CSA Guidance 2026, FDA’s QMSR, 21 CFR Part 11, Annex 11, and GAMP 5 to client systems and engagements.
• Serve as a trusted advisor on GxP compliance, data integrity, and system assurance best practices.
• Lead the end-to-end delivery of CSA/CSV projects, including planning, execution, reporting, and inspection readiness.
• Oversee creation of risk-based requirements, validation strategies, traceability matrices, protocols, testing evidence, and summary reports.
• Evaluate proposed changes to validated computer systems and recommend appropriate CSA/CSV activities based on process risk and patient impact.