RSM US LLP

Financial Planning and Analysis

• 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, Financial Services

• Oversee client projects by reviewing tax analysis, data entry, and tax research
• Work hands-on in a variety of industries and areas, including executive compensation and fringe benefits
• Drive project steps, deliverables, timelines, and firm-approved methodologies
• Participate in calls with various client stakeholders and their advisors
• Assist with researching, analyzing, and consulting on issues specific to employee benefits and compensation

Tax Manager – Compensation and Benefits

Manager

• Provide timely, high-quality client service that meets or exceeds client expectations
• Coordinate the auditing of all required financial statements, related disclosures, and other client deliverables
• 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
• Maintain contact with clients throughout the year to understand impact of significant developments in client’s business
• Develop a strategy to utilize relationships external to the firm for business growth
• Manage profitability of projects

Assurance Manager – Public Sector

• Participate in multiple engagements within the Accounting and Finance Consulting practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate basic to intermediate knowledge of complex financial accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations
• Collaborate directly with the engagement manager and partner and the client
• Actively participate with engagement team and function as an in-charge facilitating field work

Senior Associate – Accounting and Finance Consulting

• Assume ownership of the real estate property accounting, encompassing complete end-to-end responsibilities for property accounting
• Prepare/review monthly/quarterly/annual workpapers and financial statements variance analysis
• Ensure that proper accounting policies, procedures, and internal controls are maintained
• Handle bookkeeping for entity’s operations which includes cash booking, expense accruals, assets and depreciation accounting, leases, asset management fees, loan draw packages, CAM, commercial billing, AR aging, actual vs budget, acquisitions, dispositions, Lender compliance etc
• Support with queries from client, property/fund accounting team, regulatory authorities and external auditors
• Assist with onboarding new clients, setting up the entities, assets and build customized reports in line with client’s reporting requirements
• Create SOPs and checklists for various processes to ensure completeness, accuracy and timeliness
• Work collaboratively with global team members to manage day-to-day operations
• Offer mentorship and guidance to new or junior team members

Financial Consulting Supervisor – Fund Services, Property Accounting

Artificial Intelligence

• Collaborate closely with RSM’s Advanced Analytics and AI Consulting team to design, develop, and implement machine learning and AI models using Python, R, Azure Machine Learning, and Azure AI Services
• Support Generative AI and AI Agent projects, contributing to prompt design, data preparation, and model evaluation
• Conduct exploratory data analysis and build features to support model training and business insights
• Translate business requirements into technical specifications, ensuring alignment with data and AI solution design
• Develop data pipelines and analytics solutions using Microsoft Fabric, Azure Data Factory, Azure Data Lake, and Synapse
• Build and maintain data visualizations and dashboards (e.g., Power BI) to communicate results effectively
• Contribute to project documentation, quality assurance, and testing, ensuring accuracy and scalability of deliverables
• Work collaboratively across teams, including Data Engineering, Digital Services, and Advisory, to deliver holistic client outcomes

Senior Associate – Advanced Analytics, Artificial Intelligence

• analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning
• develop investment values
• deal analysis associated with mergers and acquisitions, 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
• be current with business and economic issues relevant to the client's business
• 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

Administration

• 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

Private Equity Fund Administrator – Supervisor

• 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, as applicable, in an accurate and timely manner
• Approves bank reconciliations and general ledger 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 make suggestions for process improvements

Financial Consulting Supervisor – Finance as a Service

• Serve as a key member of RSM Valuation Services Consulting team
• Perform multiple business valuation and financial advisory engagements simultaneously
• Focus on valuations of complex financial instruments and derivatives
• Support clients with mergers, acquisitions; venture financing and public offerings (IPOs);
• taxation planning and compliance; financial reporting; and strategic planning
• Work closely with the practice leader in key business development initiatives

Valuation Services Manager – Complex Financial Instruments

Technical Customer Success

• Lead infrastructure planning and execution for carveouts, TSA separations, cloud migrations, platform consolidations, and enterprise infrastructure modernization
• Design secure, scalable, and resilient infrastructure architectures across cloud, identity, endpoint, network, and collaboration platforms
• Develop reference architectures, infrastructure roadmaps, migration strategies, and architecture decision logs that align with business and technical requirements
• Translate infrastructure complexity into simple, structured frameworks that enable fast and confident decision-making by client stakeholders
• Architect hybrid and multi-cloud environments including Azure and AWS, with a focus on landing zones, IaaS and PaaS strategies, and governance frameworks
• Design identity and access management solutions using Azure AD, Conditional Access, role-based access control, and federated identity models
• Integrate Zero Trust principles and cloud security best practices into infrastructure solutions including segmentation, cloud security posture management, and endpoint protection
• Leverage infrastructure-as-code tools such as Terraform, Bicep, or PowerShell to enable scalable, repeatable, and compliant environments
• Design observability strategies using Azure Monitor, Sentinel, or equivalent platforms to ensure performance, uptime, and security
• Incorporate high availability, disaster recovery, and failover into infrastructure design and business continuity planning
• Lead client-facing workshops and working sessions to gather requirements, define strategy, and build stakeholder consensus
• Communicate complex technical solutions to non-technical audiences including executive sponsors, business leads, and private equity investors
• Act as a trusted advisor across engagements by balancing strategic guidance, technical direction, and delivery oversight
• Contribute to business development activities by shaping solutions, estimating level of effort, and participating in pre-sales conversations
• Identify and pursue new opportunities by building strong client relationships and spotting areas for transformation or managed services engagement
• Coordinate across technical and business workstreams including HR, Legal, Finance, and ERP to ensure infrastructure designs meet broader operational goals
• Support enterprise-scale transitions involving organizational change, platform adoption, and user enablement
• Represent the Infrastructure and Managed Services team within strategic accounts and multi-discipline programs

Infrastructure M&A Engagement Manager

Project Manager

• Responsible for leading and delivering multiple complex projects that support enterprise finance initiatives
• Develop and execute project plans
• Manage project risk, assumption, issue, and decision (RAID) logs
• Engage and allocate resources for project deliverables
• Provide start-to-finish oversight through delivery of all project deliverables

Senior Project Manager

• Develop and execute project plans for Finance and Accounting led or impacting initiatives
• Engage and allocate resources that are required to deliver the project
• Act as relationship manager for assigned projects, providing start-to-finish oversight
• Manage project/change requests effectively and efficiently while maintaining proficiency
• Provide program/project status reporting and updates

• serves as a key member of RSM Valuation Services Consulting team
• performing multiple business valuation and financial advisory engagements simultaneously
• supporting the valuations of client portfolios in accordance with GAAP fair value requirements
• opportunity to work in multiple areas in RSM’s multi-disciplinary valuation services practice
• supports valuations focusing on fixed income, securitized products and derivatives
• provides deep dives, variance resolutions, and other over-the-counter derivatives related to these products in accordance with Audit and PCAOB standards
• focus on the Investment Pricing service valuations as volume permits
• additional time focused on exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives

Senior Associate – Valuation Services, Complex Financial Instruments

• Tax technical research, analysis, writing, and review
• Basic quantitative modeling in Excel
• Engagement management, client communications, coordination of global tax advisory services
• Tax compliance, responsible for review of international returns
• Serve as career advisor / coach to one or more employees
• Lead or participate in various initiatives, such as developing new practice tools and service lines, writing articles for publication

TAS Manager – Financial Due Diligence, Financial Services

Tax Manager – Compensation and Benefits

Assurance Manager – Public Sector

Senior Associate – Accounting and Finance Consulting

Financial Consulting Supervisor – Fund Services, Property Accounting

Senior Associate – Advanced Analytics, Artificial Intelligence

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

Private Equity Fund Administrator – Supervisor

Financial Consulting Supervisor – Finance as a Service

Valuation Services Manager – Complex Financial Instruments

Infrastructure M&A Engagement Manager

Senior Project Manager

Senior Project Manager

Senior Associate – Valuation Services, Complex Financial Instruments

Senior Manager – International Tax Business