RSM US LLP

Security Engineer

• Help assess, design, and deploy RSM’s GRC program
• Managing multiple team engagements simultaneously
• Business analysis and requirements gathering
• Process mapping and user role definition

Senior Cyber Security Associate

• Analyze tax data processes; identify pain points and opportunities for automation or AI integration.
• Build workflows, data pipelines, and lightweight analytics/visualization solutions.
• Support development and rollout of new AI tools and practice-wide digital solutions, including Copilot Studio-based automations.
• Integrate new technologies into existing client processes; document solutions and train end users.
• Partner with tax teams, SMEs, and technology groups to design solutions, execute projects, and troubleshoot issues.
• Communicate clearly and professionally to clients and internal stakeholders, reflecting RSM’s commitment to trusted relationships.

Senior Associate – Tax Data, Process Consulting

Experienced Associate – Tax Data & Process Consulting

Director

• Establish and maintain an effective sales and marketing process in the Valuation practice area
• Specific growth goals will be established and incorporated in key goals
• Maintaining an established referral network
• Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting
• Contributing thought leadership in practice area
• Primary advisor to clients/manage BV engagement team members
• Manager/Oversee/Train/develop other BV valuation professional
• Develop and maintain strong relationships with centers of influence and professionals
• Effectively manage overall client relationships to exceed client satisfaction
• Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)
• Be a thought leader
• Mentor, coach and train staff
• Successfully integrate strategy of the firm
• Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm
• Promote cross selling and integrating of service line of business

Valuation Services Director

Procurement

• Oversee a team of HR Consultants, ensuring the effective execution of HR operations, compliance, and advisory services for multiple clients.
• Provide strategic HR guidance on employee relations, performance management, legal compliance, and HR best practices.
• Develop and standardize repeatable, scalable HR processes that improve efficiency and consistency across clients.
• Manage HR service delivery across multiple clients or business units, ensuring tailored and compliant HR support.
• Lead and support client side HRIS selection, implementation, and optimization (e.g., Rippling, UKG, ADP, Paychex, Paylocity).
• Assist with HR due diligence, risk assessment, and post-merger integration strategies.
• Conduct comprehensive HR compliance assessments, identify potential risks, and develop corrective action plans to ensure regulatory adherence and operational efficiency.
• Support proposals, client presentations, and service expansion initiatives as an HR subject matter expert.
• Mentor and develop HR Consultants, ensuring continuous learning and professional growth.
• Lead teams and clients through organizational change, workforce transitions, and evolving business needs.

Human Resources Outsourcing, Manager

AI Engineer

• Collaborate with cross-functional teams to drive adoption of AI-powered business solutions
• Lead solution onboarding, training, user setup, and access verification/configuration
• Act as the go-to contact for user questions, AI and workflow-related issues, providing timely support to ensure seamless user experiences
• Report on AI tool usage, adoption trends, and ROI metrics
• Monitor AI solutions through service KPIs, ensuring model performance overtime
• Mentor citizen developers to guide AI development, promote best practices, request or secure necessary technology access, and foster a community of AI champions
• Collaborate with business stakeholders to identify opportunities for leveraging AI solutions
• Advise business users on the effective use of AI-generated content, including prompt refinement and automation workflow optimization
• Support and enforce responsible AI governance to ensure AI usage complies with firm standards, security, and regulatory requirements
• Develop and deliver AI training, info sessions, and live demos
• Organize workshops, office hours, and webinars to educate business users about AI technologies and their advantages
• Own, design, and facilitate digital and AI fluency initiatives to support upskilling and drive confident solution usage
• Create educational materials and resources to enable business users to understand AI concepts and explore its practical applications effectively
• Develop and maintain use cases and prompt libraries tailored to user requirements and practices based on business requirements
• Stay at the top of emerging AI technologies, tools, and industry best practices to ensure the firm remains at the forefront of technology
• Monitor and analyze AI trends and new models and/or tools and deliver high-quality internal and external communications, including presentations, reports, and stakeholder updates

Supervisor, Transformation Consulting – AI Lead

Manager

• Provide proficient knowledge and capabilities in the Sage Intacct Construction suite of applications, including the functional configuration, business processes, and technical architecture
• Proactively scopes the technical solution required to address customer requirements, assesses customers’ met and unmet needs, and recommends solutions that optimize value for both the customer and the firm
• Proficient in delivering demonstrations of Sage Intacct Construction, showcasing its features and benefits to clients and industry professionals.
• Identify client business pains, needs, and requirements, and document in the form of project specifications and deliverables
• Manage client engagements and relationships
• Will be asked to lead and/or participate in client sales, demonstrations, and implementations of the Sage Intacct Construction suite of applications
• Perform fit/gap analysis, process design, solution design, system testing, unit testing, guide user acceptance testing (UAT), support user adoption, training, and go live activities
• Provide day-to-day technical application support for client companies
• Manage your time between immediate client support needs, ongoing projects, and practice development/sales activities such as demonstrations and creating proposals
• Work with RSM and clients to provide project management, change management, scope management, project status reporting, and communicate issues and risks
• Perform dashboard and report design
• Opportunistically pursues additional business development opportunities within clients. Collaborates with sales to ensure these opportunities are effectively covered and advanced
• Work closely with clients in the configuration and migration to new systems
• Perform and manage solution integration with Marketplace Partners and other solutions
• Manage, mentor, lead, and develop direct report staff and team members on projects
• Actively assist with other project-based initiatives on an ad-hoc basis, including quality control review and technology/process optimization of current client base
• Optimize use of Sage Intacct system through the following activities: Business process evaluation, Procedure development, System process flow and requirements, QA planning and testing, Creation and oversight of documentation related to standard operating procedures.
• User training development and deployment
• Production support for problems and enhancements resulting from quarterly product releases
• Provide technical support to end-users to resolve issues with Sage Intacct use, including escalation through proper channels within RSM and with Sage Intacct support
• Perform other duties/projects as required

Construction Consulting Manager

Risk

• Lead project execution, including oversight of fieldwork and review of deliverables.
• Assess the design and operational effectiveness of internal controls within complex global banking environments.
• Review documentation, evaluation, and testing of application controls, including automated controls across in-house and third-party software applications.
• Advise clients on strategic plans, emerging risks, and remediation guidance.
• Present technical findings and recommendations clearly to both business and IT senior management stakeholders.
• Manage project economics, including billing, monitoring, and collections.
• Effectively delegate and manage multiple projects and teams simultaneously.

Temporary Manager – Process Risk & Controls

Financial Planning and Analysis

• serve as a key member of RSM Valuation Services consulting team
• taking substantial responsibility in performing business valuations for financial reporting, tax reporting, transactions, litigation support and other purposes
• perform valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products
• assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning
• support assurance and tax clients pursuant to their valuation needs
• work closely with the practice leader in key business development initiatives

Valuation Services Manager – Financial Services

Growth Marketing

• Coordinate with pursuit leaders, business developers and other internal team members to prepare and produce pursuit documents.
• Review pursuit deliverables to monitor brand and risk compliance and quality assurance standards.
• Keep abreast and knowledgeable of firm thought leadership.
• Create and coordinate delivery of pursuit documents.
• Engage, participate, and contribute to group discussions and activities within their teams.
• Collaborate effectively with growth support leaders, team members, and other firm client service teams.

Growth Support Proposal Specialist

Program Manager

• Manage custody-related programs or workstreams, including platform enhancements, integrations, and process changes
• Coordinate execution across Operations, Technology, Risk, Compliance, and vendor teams
• Support integration with SEI custodial platforms and downstream systems
• Track milestones, risks, issues, and dependencies; escalate as appropriate
• Ensure custody processes align with regulatory, control, and asset-safekeeping requirements
• Prepare program status updates and materials for senior stakeholders

Program Manager – Custody, SEI

• Utilizing intermediate knowledge of complex accounting concepts to assist insurance clients with its accounting and finance operations
• Prepare and review GAAP and STAT financial statements, schedules, and reports to ensure compliance with regulatory standards
• Provide timely, high quality client service that meets or exceeds client expectations
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Actively participate with engagement team and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
• Perform detailed investment accounting tasks for various asset classes
• Conduct variance analysis, financial reporting analysis, and other ad hoc analyses to support client decision-making

Senior Financial Consulting Associate – Insurance Accounting

• Serve as a Performance Advisor, mentor or coach to one or more employees
• Provide detailed review and analysis of tax returns
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and tax accounting
• Assist the assurance team with tax provision reviews and prepare and review tax provision working papers for non-assurance clients
• Manage risk for the client and the firm
• Assist with new business development, extended service and tax issue recognition for existing clients
• Participate in recruitment of junior level staff

Senior Tax Manager – Canadian Corporations

ServiceNow

• Configure and customize ServiceNow modules by creating tables, updating forms, scripts, business rules, reports, dashboards, catalog items, data imports, UI actions, ACLs, notifications, etc. with guidance from a Senior Developer or Architect.
• Assist in creating and modifying Service Portal pages and Workspaces with supervision from senior members of the team.
• Perform unit testing of developed solutions and support defect remediation.
• Follow established coding standards and best practices.
• Develop technical documentation including updating technical details in user stories, reviewing design documents, and documenting test cases.
• Provide Tier 1-2 technical support for ServiceNow applications, escalating complex issues as needed.
• Assist in investigating and resolving minor bugs and incidents.
• Assist in deploying update sets and managing releases in non-production environments.
• Assist in setting up and configuring basic demo environments.
• Complete required training and obtain required certifications as assigned.
• Focus on learning core ServiceNow development skills and platform fundamentals.

Cyber ServiceNow Developer Associate

• Perform end-to-end claims technical audit procedures, including coverage interpretation and reserving support
• Evaluate loss and LAE reserving processes and data flow from claims systems to financial reporting
• Test key ICFR/SOX controls over reserving and payments
• Independently validate vendor-provided claims and financial data
• Identify control gaps, root causes, and process inefficiencies
• Draft audit findings and contribute to formal reporting
• Challenge third-party reliance models, including TPAs and vendor data providers