RSM US LLP

Financial Planning and Analysis

• Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning
• Develop investment values and deal analysis associated with M&A, integrations, and divestitures
• Interpret data and propose strategies based on future risk trends, market, and industry influences
• Evaluate current and historical financial data
• Study economic and business trends
• Utilize technology and tools to provide innovative high value services
• Consistently deliver quality client services by monitoring progress and demonstrating in-depth technical capabilities and professional knowledge

Manager, Strategic Finance and FP&A, Advanced Decision Modeling

Risk

• Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members.
• Lead teams in identifying out of the box solutions to complex issues.
• Encourage innovative thinking from seniors and associates.
• 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.
• Identify current and relevant insurance industry thought leadership and incorporate this into client service.
• Leverage your understanding of the insurance industry and trends to effectively communicate leading risk management practices as your clients’ trusted advisor.
• Independently implement and coach others on foundational industry policies, procedures, and work-programs.
• Own process level client relationships and collaboration with external stakeholders.
• Draft test plans or work programs for review by senior members of the team.
• Create/review narratives or flowcharts for a process.
• Identify and review all risks and controls for a process as needed.
• Perform review of staff work for accuracy, completeness, and well-reasoned conclusions.
• Manage budgets and provide accurate analysis of estimates to complete to engagement leader.
• Master and accurately explain or apply the following: IIA Professional Standards, Internal Methodology, Insurance Industry specific guidelines/requirements (as applicable).
• Have the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives.
• Participate in relevant insurance industry associations and events to develop and/or maintain industry focus and relationships.

Supervisor, Risk Consulting – Insurance

• Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
• Demonstrate your ability to provide subject-matter expertise in risk consulting strategies and internal controls
• Lead client engagement activities through the project lifecycle from initiation to close-out, including conducting risk assessments and client walkthroughs, preparing and reviewing work product, helping with process redesign and preparing client deliverables
• Manage projects to successful completion through clear communication, expectation setting with stakeholders, deadline management, and within applicable resource and economic requirements
• 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 and trends to effectively communicate leading risk management practices as your clients’ trusted advisor
• Communicate effectively with your internal management team and develop executive presence through interactions with senior management within RSM and our clients
• Support our people – work collaboratively with others and provide on the job training to develop team members
• Support our clients – conduct yourself in a professional manner and develop meaningful relationships with client personnel in order to maximize client value

Senior Associate, Risk Consulting – Insurance

Learning and Development

• partnering with subject matter experts to design dynamic and compelling instruction for delivery via web-based media, live and virtual instruction
• mentoring and reviewing the work of instructional designers
• advising TDM leadership of strategies for helping SME course developers develop more effective instruction.
• apply solid instructional design skills to a variety of learning projects
• design and develop classroom, online, or virtual instruction based on content and input from subject-matter experts
• ensure learning meets business and learner needs
• develop learning assessments and/or tools to measure learning effectiveness
• engage with the learning team and with subject-matter experts to identify performance goals
• use existing content or conduct needs assessments and audience analysis to identify learning goals, appropriate instructional strategies, and determine delivery method(s)
• consult with subject-matter experts on course design & development
• offer guidance and insight into instructional techniques for either instructor-led or web-based training
• lead or actively participate on strategic projects oriented toward improving instructional effectiveness
• mentor instructional design staff to teach best practices in instructional design and adult learning theory
• educate internal learning team on concepts and techniques related to instructional design
• create project plans for design & development of learning solution
• document and communicate design decisions & strategies to key partners within learning department or business.

Senior Instructional Designer

Affiliate Manager

• Support the identification and development of learning and performance-related business initiatives
• Conduct needs assessments and design learning curriculums
• Work on special projects related to the Business Partner’s learning strategy
• Collaborate with various departments to ensure organizational needs are addressed

TDM Business Partner – Senior Associate

Blockchain Engineer

• Support and team with various leaders in Innovation to achieve innovation objectives
• Design and develop applications in different Blockchain platforms including but not limited to Hyperledger, Ethereum, Bitcoin
• Lead blockchain initiatives as assigned and act as innovation liaison for key stakeholders
• Research, design and/or develop blockchain technology including frameworks, distributed ledger protocols and consensus mechanisms.
• Create innovative ways to convey complex or ambiguous information or ideas

Senior Innovation Blockchain Associate

Program Manager

• Serve as the primary liaison for onboarding new RSM member firms into the 1M Global Program
• Guide firms on CSP Direct participation, licensing requirements, Partner Center processes, and Microsoft incentive eligibility
• Coordinate with RSM US licensing, delivery, GTM, and marketing teams to ensure consistent activation and onboarding workflows
• Enforce governance standards across CSP Direct, Co‑op, MDF, and Partner Center operations
• Maintain and enhance documentation, guides, and operating procedures for CSP Direct participation and Microsoft incentive programs
• Monitor Partner Center hygiene, including PAL/CPOR/DPOR accuracy and customer association requirements
• Support audit readiness for Co‑op, MDF, and CSP programs
• Respond to member firm inquiries related to Microsoft incentives, licensing, and Partner Center processes
• Support documentation and reporting for Co‑op claims, MDF usage, and other Microsoft program requirements
• Coordinate and administer MCAIPP benefit usage, tracking, and communication to ensure member firms receive applicable support throughout the program year
• Ensure firm activities adhere to Microsoft program rules and RSM standards
• Coordinate required financial, operational, or incentive-related processes tied to Microsoft programs without disclosing internal program models
• Partner with RSM US Finance to maintain accurate tracking, documentation, and firm communication related to Microsoft program participation
• Track firm progress within the 1M maturity model and identify gaps, risks, or required interventions
• Develop dashboards and reporting that reflect activation milestones, engagement levels, and performance metrics
• Escalate issues when firms fall behind on required operational or compliance milestones
• Schedule and facilitate Office Hours, training webinars, onboarding sessions, and other program communication touchpoints
• Coordinate updates, resources, and communication across RSM US teams, Microsoft field teams, and global member firm stakeholders
• Maintain a consistent cadence of program enablement materials and updates to support ongoing compliance and engagement

Manager – Global Program Operations

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

• Manage client real property value notices/assessments of real property, ensuring overvalued value notices/assessment are appealed effectively and timely
• Work closely with team members to develop skills and resolve issues
• Consult on property tax reviews, abatements and appeals
• Assist Managers to strategically distribute work assignments among team members
• Assist Managers to hold team members accountable for completion of assigned projects
• Identify opportunities to cross-sell other services
• Prepare and conduct client presentations
• Oversee client billing
• Provide team members with constructive and timely performance feedback
• Communicate on emerging issues and legislative changes
• Focus on client needs and strategies
• Educate staff on real property tax processes and procedures
• Actively participate in networking and the growth of our practice

Senior Manager, SALT Real Property Tax

• Lead and manage multiple challenging financial due diligence engagements
• Participate in transactions related to acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers
• Develop and deliver quality planning approaches with timely and responsive services
• Utilize business development skills to build upon transaction advisory services work
• Identify business opportunities and enhance go-to-market strategies
• Lead teams to generate a vision, establish direction and motivate members

TAS Director – Financial Due Diligence

• Define, manage, and analyze blockchain and digital asset growth opportunities
• Identify business issues, opportunities, and associated information needs related to blockchain and digital assets
• Translate those needs into effective solutions for clients
• Research, design and develop blockchain technology for clients
• Engage in external promotion of blockchain and customer presentations to develop valuable applications

Innovation Blockchain Manager

Manager

• Lead overall project teams in implementation of data and analytic solutions
• Function as a technical architect to develop and deliver assessments and strategies
• Stay abreast of emerging trends in big data and cloud computing
• Develop and maintain best practices for data management and security
• Collaborate with sales and business development teams to identify customer needs
• Work closely with cross-functional teams to define project requirements
• Provide mentorship and guidance to college hires and offshore teams

Data and Analytics Technical Manager

Business Development Rep

• Source and qualify opportunities with mid-size and large companies with focus on Technology, AI, Data and Analytics
• Work with leaders to identify and target key companies, and local and national marketing resources to develop effective, targeted go-to-market plans for these companies
• Execute the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business.
• Actively network with contacts, professional affiliations, and industry groups while maintaining a healthy pipeline.
• Support in cross-selling additional services to existing clients where appropriate.
• Manage and host webinars, offsites, roundtables and other relevant marketing events.

Business Development Director – Integrated Cloud Solutions

• Serve as a key member of RSM Valuation Services consulting team
• Perform business valuations for various purposes including financial reporting, tax reporting, transactions, litigation support
• Perform valuations of business entities, intellectual property, intangible assets, common and preferred stock, and other securities
• Support clients with mergers, acquisitions, dispositions, taxation planning, compliance, financial reporting, bankruptcy, reorganization, litigation, and dispute resolution
• Work closely with the practice leader on key business development initiatives.

Valuation Services Manager – Energy

ServiceNow

• Work closely with clients, technicians, and other team members to provide analysis and documentation of ServiceNow SPM client implementations
• Lead design workshops with client and RSM subject matter experts
• Provide subject matter expertise of project, portfolio, and agile management best practices and ServiceNow configurations
• Design business processes to meet client goals and needs
• Document functional design, process flow diagrams, user stories, and gather feedback to influence solution design and approach
• Evaluate project and portfolio management business processes, anticipating requirements, uncovering areas for improvement, and designing solutions
• Analyze diverse business requirements to be solved with configurations on the ServiceNow platform
• Effectively document and communicate your insights and plans to cross-functional team members and management
• Stay up to date with the latest industry knowledge of project, portfolio, and agile management and enhancements to ServiceNow functionality, making recommendations on how they can be used to improve business processes
• Work with technical team members to troubleshoot ServiceNow modules
• Design enhancement requests, including changes to UI, system properties, foundation content, and modifications to existing workflow
• Lead and ensure quality delivery of SPM technical solutions to ensure they meet customer requirements using the most efficient methods that leverage ServiceNow best practices and standards
• Mentor teammates on ServiceNow platform best practices about SPM modeling, platform architecture, customizations, etc
• Respond to Request for Information/Proposals (RFIs/RFPs)
• Travel expectations up to 20%