RSM US LLP

Human Resources

• Operate with a national purview across Epic EHR opportunities.
• Responsible for building, scaling, and sustaining the firm’s Epic-related advisory, implementation, and optimization services.
• Leverage deep technical expertise in the Healthcare IT industry, with a focus on Epic EHR implementations, advisory, and optimization.
• Drive growth through external client relationships and internal firm collaboration.
• Build a sustainable book of business and position the firm as a trusted advisor across the Epic ecosystem.
• Develop and maintain executive-level relationships with CIOs, CFOs, COOs, CMIOs, and other healthcare leaders.
• Manage multiple client engagements while providing leadership on proposals and internal initiatives.

Director of Delivery, Growth & Market Expansion

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 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

Senior TAS – Financial Due Diligence, Healthcare

• Perform hands-on Epic delivery work across implementations, optimizations, and stabilization engagements.
• Serve as an Epic project manager or workstream lead on client engagements as needed.
• Develop and manage project plans, timelines, dependencies, risks, and resource allocations.
• Lead or support workflow design, build validation, testing, go-live readiness, and post-go-live support activities.
• Manage or oversee multiple client engagements or workstreams concurrently.
• Act as a trusted advisor to client operational, IT, and project leadership stakeholders.
• Identify risks, issues, and dependencies and lead resolution efforts.
• Stabilize engagements when scope, timelines, or delivery quality begin to drift.
• Drive consistent delivery standards across Epic engagements.
• Ensure solutions align with Epic best practices and long-term sustainability.
• Serve as an escalation point for complex Epic delivery or project issues.
• Establish and manage project governance, status reporting, and cadence in the absence of a centralized PMO.
• Support and mentor supervisors, senior associates, and consultants.
• Contribute to the development and refinement of Epic implementation, optimization, and support methodologies.
• Create and maintain delivery templates, playbooks, tools, and standards.
• Identify process improvement opportunities and implement delivery best practices.
• Partner with practice leadership and marketing teams to package delivery services into clear, marketable offerings.
• Provide delivery-grounded input into scope, effort estimates, timelines, and staffing models.

EHR Manager – Delivery, Technical Excellence

Growth Marketing

• Coordinate with pursuit leaders, business developers and other internal team members to prepare and produce pursuit documents.
• Prepare pursuit documents leveraging existing text and graphics using multiple databases and resources.
• Review pursuit deliverables to monitor brand and risk compliance and quality assurance standards while ensuring adherence to Associated Press and RSM guidelines.
• Project manage pursuit to coordinate version control, edits and meet deadlines.
• Keep abreast and knowledgeable of firm thought leadership.
• Ensure that pursuit documents leverage current statistics, graphics, and language.
• Create and coordinate delivery of pursuit documents.
• Monitor CRM platform to ensure proposal data is reflected accurately.
• Maintain accuracy of records within the SharePoint request database.
• Regularly engage, participate, and contribute to group discussions and activities within their teams.
• Ensure effective support of relationship development and growth strategy by collaborating with the ESS growth team leaders, engagement leaders, business developers and pursuit teams.
• Collaborate effectively with growth support leaders, team members, ESS subfunctions and other internal firm client service teams to ensure that business needs are met.
• Perform other duties as assigned.

Growth Support Proposal Specialist

Manager

• Lead the execution of projects to help optimize all elements of the finance function
• Expert understanding of Transformation and Change Management
• Drive high-quality work within expected timeframes and on budget
• Build client relationships and deliver quality client services
• Provide mentoring and motivate diverse client engagement teams

Change Management Manager

Project Manager

• Create and execute project plans
• Engage resources necessary to deliver projects
• Leverage project management best practices to track progress
• Complete project/service requests effectively
• Lead projects through full design, development, implementation, and transition

Project Manager – Technical

Auditor

• Execute end-to-end internal audits, including planning, risk assessments, fieldwork, control testing, and reporting in alignment with IIA standards.
• Evaluate the effectiveness of governance, risk management, and internal control frameworks across Corporate Banking, Capital Markets, Treasury, Operations, Technology, and Compliance.
• Assess adherence to regulatory requirements, including Federal Reserve, OCC, FDIC, SOX, and Basel guidelines.
• Identify control deficiencies, root causes, and emerging risks; develop actionable recommendations.
• Prepare executive-level audit reports and present findings to senior leadership.
• Partner with stakeholders to track remediation efforts and validate corrective actions.
• Support regulatory inquiries, issue validations, and special audit projects.
• Leverage data analytics to enhance audit quality, coverage, and efficiency.
• Manage multiple engagements within a fast-paced, highly regulated environment.

Senior Internal Auditor – Global Banks

• Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
• 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
• Effectively manage, motivate and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients
• 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 trends to effectively communicate leading risk management practices
• Provide subject-matter expertise in risk consulting strategies and internal controls pertaining to the core functions of insurance (claims, product, underwriting, etc.)
• Manage a diverse book of business, maintaining overall responsibility for the profitability, effective delivery and engagement risk of all client related work within the portfolio
• Leverage your experience and expertise to recruit and retain future leaders of the firm through mentorship that focuses on advancing the professional aspirations and skills of your colleagues
• Be proactive in your personal development in areas such as insurance industry expertise, technical specializations, and leadership to drive expansive personal value to our people and our clients
• Focus on developing your network and personal brand in the marketplace to drive growth for the insurance risk consulting practice; including: identifying and securing new opportunities

Manager – Financial Services Risk and Controls Consulting, Insurance

• Run client engagements from start to finish, which includes planning, executing, directing, and completing tax and transfer pricing projects and managing to budget.
• Work to expand team and market presence in New York City.
• Supervise, train, and mentor staff on tax and transfer pricing projects and assess performance of staff for engagement reviews; perform in-charge role as needed.
• Evaluate and advise clients on intercompany transfers of tangible goods, intangible property, services, and loans and conduct financial and economic analyses of multinational and domestic corporations, industry and market research, economic valuations, comparative financial benchmarking, and report documentation.
• Prepare and analyze financial and economic data for tax and regulatory compliance using MS Word, Excel, and various statistical sampling packages.
• Review and analyze GAAP financial statements.
• Identify opportunities for providing transfer pricing services and other special services.
• Contribute to thought leadership materials.
• Proactively interact with key client management to gather information, resolve tax and transfer pricing related problems, and make recommendations for business and process improvements.
• Provide planning assistance, audit defense/resolution, and prepare documentation.
• Manage teams to produce client deliverables.
• Enhance technical skills by remaining up to date on trends, new legislative developments, tax authority decisions, and apply them to complex situations relevant to the client.
• Assist in the business development and go-to-market activities.

Senior Manager, Transfer Pricing

• Provide timely , high quality client service that meets or exceeds client expectations
• 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 and function as an in-charge facilitating field work
• Maintain contact with clients throughout the year to understand impact of significant developments in client’s business
• Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives
• Anticipate and address client concerns and escalate issues as they arise
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Identify and communicate accounting and auditing matters to Senior Managers and Partners

Assurance Manager – Real Estate

• Coordinate planning, schedules, access, and evidence requests for external regulatory inspections
• Prepare and consolidate responses to RFIs; run stakeholder collaboration
• Track findings to closure, facilitate debriefs, and convert lessons learned into actionable improvements
• Collaborate with stakeholders to maintain SOQM artifacts and status; run daily checks, resource plans, project plans, and weekly reporting
• Prepare file selections and leadership materials; run weekly project plan check-ins; monitor action items
• Own firm-wide action-plan tracking; produce transparent reports for committees and leadership
• Manage PCAOB registration Form 2 submissions; support partner rotation logistics.