RSM US LLP

Manager

• Leading teams investigating fraud and misconduct, bribery and corruption, and other investigative matters including electronic reviews of evidence
• Leading teams supporting counsel in litigation and expert witness engagements potentially including damages calculations, preparation of document requests, witness questions, competitive and market research and other tasks
• Owning responsibility for engagement delivery across multiple engagements; providing technical direction to team members; ensures “client ready” deliverables in both quality and consistency
• Ensuring effective client communications across the team; delivering succinct observations and clear client messaging, and proactively managing client expectations
• Managing engagement scope, budget, and timelines, anticipating changes in scope/budget; proactively communicating internally and adjusting plans in conjunction with engagement leadership
• Monitoring leverage model across engagements to improve margin through active resource planning, delegation, and use of technology/lower cost resources/offshore capabilities
• Maintaining organized personal and engagement files and workpapers and comply with firm professional, risk, information technology and security processes
• Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.)
• Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients

Manager, Investigations – Forensic Investigations and Disputes

Financial Planning and Analysis

• Manage multiple concurrent engagements within the AFC practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Assist in the preparation of technical memos and other client deliverables
• Manage TAC engagements and the engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Understand RSM's service lines and work as a team in providing an integrated service delivery
• Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
• Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
• Work with the National Leader on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
• Ensure professional development through ongoing education
• Willingness to travel 25% or less of the year, depending on your clients

Financial Consulting Director – Accounting & Finance Optimization

• 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 services and work products that meet client expectations
• Utilize proven 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

Transaction Advisory Services Director – Financial Due Diligence, Healthcare

ServiceNow

• Facilitate SPM-focused workshops to understand client portfolio management processes, demand intake, resource planning, and project delivery frameworks
• Define and communicate a clear SPM vision and roadmap, aligning ServiceNow SPM capabilities (Demand Management, Project Portfolio Management, Resource Management, Agile Development) with business strategy and outcomes
• Own and manage the SPM product backlog, prioritizing features such as demand intake, project tracking, capacity planning, and financial management
• Collaborate with stakeholders to identify dependencies across SPM modules (e.g., Demand → Project → Resource → Financials) and drive logical implementation sequencing
• Act as a strategic advisor to optimize portfolio visibility, investment planning, and resource utilization through SPM capabilities
• Lead sprint planning, backlog refinement, and reviews with a focus on iterative delivery of SPM solutions
• Analyze existing portfolio and project management processes to identify opportunities for improved governance, prioritization, and execution
• Serve as the primary liaison between business stakeholders and technical teams, ensuring alignment on SPM strategy, configuration, and outcomes
• Drive stakeholder adoption of standardized demand, project, and resource management processes
• Ensure delivery of scalable solutions that support enterprise portfolio management, Agile delivery, and hybrid project environments.

ServiceNow Strategic Portfolio Management Consultant

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 to improve technology use.
• Participate in product road mapping and backlog management.
• Lead requirements elicitation sessions and document user stories.
• Plan, document, and execute user acceptance testing scenarios.
• Provide process and product support individually and through collaboration.

Security Engineer

• Drive service delivery activities across a client portfolio
• Manage multiple clients and coordinate service delivery with teams
• Develop strong working relationships with clients
• Identify, pursue and help close opportunities with clients
• Provide subject matter knowledge support to pursuit teams
• Periodically present on operations and future direction of managed security services.

Managed Security Services – Service Delivery Lead, CMMC

• 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 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
• Assists in preparing proposals and engagement letters

TAS Manager – Financial Due Diligence

Accounting Manager

• Manage multiple concurrent engagements within the Deals Accounting and Strategic Finance practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Supervise Audit Seniors and Supervisors on engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Provide accounting advisory and execution support across complex buy‑side and sell‑side transactions
• Support sell‑side readiness by identifying accounting gaps, improving and preparing transaction‑ready financial reporting, enhancing monthly and quarter-end close processes, and addressing complex accounting considerations in advance of exit processes
• Perform transaction‑related accounting analyses, including business combinations, carve‑outs, and resolution of complex accounting and reporting issues under applicable accounting standards
• Design and implement accounting policies, reporting structures, and finance and accounting processes including scalable monthly close frameworks and controls to support accurate financial reporting
• Support day‑one and post‑close accounting and financial reporting readiness, including stabilization of the monthly close, accounting and finance functional integration, and coordination across stakeholders
• Assist management with post‑close financial reporting obligations, purchase agreement requirements, and ongoing accounting and financial reporting integration activities including ongoing close optimization and reporting cadence alignment
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Understand RSM’s service lines and work as a team in providing an integrated service delivery
• Develop others within the Transaction Accounting service line through mentoring, training and advising on career development or participating in other Firm initiatives
• Understand RSM’s lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
• Ensure professional development through ongoing education
• Willingness to travel 25% or less of the year, depending on your clients

Transaction Accounting Manager

• Manage multiple concurrent engagements within the Deals Accounting and Strategic Finance practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Assist in the preparation of technical memos and other client deliverables
• Manage Transaction Accounting engagements and the engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Support sell‑side readiness by identifying accounting gaps, improving and preparing transaction‑ready financial reporting, enhancing monthly and quarter-end close processes, and addressing complex accounting considerations in advance of exit processes
• Perform transaction‑related accounting analyses, including business combinations, carve‑outs, and resolution of complex accounting and reporting issues under applicable accounting standards
• Design and implement accounting policies, reporting structures, and finance and accounting processes including scalable monthly close frameworks and controls to support accurate financial reporting
• Support day‑one and post‑close accounting and financial reporting readiness, including stabilization of the monthly close, accounting and finance functional integration, and coordination across stakeholders
• Assist management with post‑close financial reporting obligations, purchase agreement requirements, and ongoing accounting and financial reporting integration activities including ongoing close optimization and reporting cadence alignment
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Understand RSM's service lines and work as a team in providing an integrated service delivery
• Develop others within the Transaction Accounting service line through mentoring, training and advising on career development or participating in other Firm initiatives
• Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
• Work with the National Leader on 'go to market' strategy, participating in proposals, pitch meetings, and developing marketing collateral
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
• Ensure professional development through ongoing education
• Willingness to travel 25% or less of the year, depending on your clients

Transaction Accounting Director

Accountant

• Analyse financial information and prepare accurate, insightful reports
• Support clients across compliance, reporting, and advisory matters
• Work closely with senior team members who are invested in your growth
• Contribute to a collaborative, inclusive, and high-achieving office culture

Accountant – Business Advisory

Risk

• Consulting with client leadership on the design and optimization of controls utilizing a general knowledge of business processes, accounting, and information technologies.
• Draw upon your demonstrated technical, industry and IT risk advisory knowledge to become a trusted advisor to our clients across a variety of industries and sectors;
• Consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and information technology opportunities;
• Overseeing the quality and timeliness of engagement teams efforts to identify internal IT controls, assess their design and operational effectiveness, determine risk exposures and to develop client recommendations and reports;
• Supporting external financial statement, SOX compliance, and Internal Audit/SOX engagements for application and information technology general computer controls as a leader of integrated external and internal audit teams with IT general controls, IT operational risks, and IT risk management processes (including controls);
• Supporting external financial statement, SOX compliance, and Internal Audit/SOX engagements evaluating and testing application controls, particularly automated controls on a wide range of ERP systems and software applications across a wide variety of client business processes;
• Leading client engagements pertaining to SOC attestation and other third-party opinion services;
• Leading consulting and audit engagements pertaining to cybersecurity risk management;
• Leverage your existing network and personal brand in the marketplace to drive growth for the risk consulting practice; including: identifying, proposing on, and securing new opportunities;
• Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery and engagement risk of all client related work within the portfolio;
• Manage multiple client projects simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives;
• Recruit and retain future leaders of the firm. Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues, our managers, and our risk consulting services staff.

Director – Technology Risk Consulting, IT Audit

Payroll

• Processing weekly and biweekly full cycle, multi-state payroll for RSM’s clients.
• Expected to have deep understanding of payroll compliance and payroll tax laws
• Will reconcile and work on tax balancing against per pay cycle, as well as per quarterly and per annual tax filings
• Year-end processing
• Prepare and distribute payroll reports to clients and internal leaders
• Maintain strong relationships both internally and externally with key stakeholders in client organizations
• Proactively identify problems, unexpected data trends and determine root cause to offer our clients a solution
• Continuously learn and stay informed about changes in payroll regulations to ensure compliance with federal, state and local laws
• Maintain advanced knowledge of multiple payroll software products
• Always maintain confidentiality of client information
• Operate seamlessly with multiple levels of client organizations
• Comfort in executive presentations, project forecasting, and the consulting operating rhythm

Senior Associate Payroll Specialist

• 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
• Prepares detailed financial and analytical analyses to help clients evaluate acquisition decisions

Experienced Associate – Financial Due Diligence

• 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

Billing Specialist

• support the billing function and to facilitate the timely billing and collection of fees for services
• Initiate the monthly billing process with assigned Work In Progress (WIP) owners and reviews and recommend billing amounts based on historical billings and current engagement amounts
• Conduct detailed monthly and quarterly analytical review and reconciliation that includes but not limited to WIP reserves, contract compliance, material billing adjustments and aged WIP for assigned WIP owners
• Maintain client billing records; follow up on status of payment when necessary
• Work with key functional leaders in preparing invoicing for engagements based on engagement priorities
• Provide various forms of analysis including financial and exception reporting
• Participate in meetings and follow-up on non-resolved issues that require project manager skills
• Prepare and maintain budget reports
• Perform special projects and assume certain responsibilities as assigned
• Deliver timely and quality services that meet or exceed RRC’s team and the client’s expectations