RSM US LLP

Compliance

• Drive compliance with RSM policies and regulatory requirements
• Review and approve timely submission of CPA and regulatory licenses
• Manage inquiries from firm personnel regarding compliance matters
• Ensure clear documentation for compliance purposes
• Assist with RSM business licensure & annual filings
• Collaborate with members of the Regulatory Risk and Compliance team
• Support the AML process through monitoring and reporting
• Provide support for ad hoc requests relating to compliance activities.

Risk and Regulatory Compliance Associate

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
• Represents the firm in community activities and professional associations

Financial Due Diligence – Advisory Manager

Performance Marketing

• Leads the strategy and execution of integrated marketing campaigns that drive qualified leads and revenue growth
• Develops multi-channel programs tailored to buyer journeys
• Partners with sales to align on pipeline goals
• Monitors campaign performance, optimizes results through testing and analytics
• Manages campaign budget, and works closely with martech tools

Demand Generation Manager

Security Engineer

• Provide subject-matter expertise in designing and testing SAP automated application controls
• Identify optimal SAP functional configuration options for control automation
• Lead testing of SAP application control design and effectiveness; validate test scripts and review results
• Act as SME for SAP application controls in external audits (e.g. financial, SOX, regulatory)
• Conduct research on SAP configuration settings and propose innovative solutions

SAP Security Controls, GRC Manager

Manager

• Lead end‑to‑end NetSuite ERP implementations, managing scope, timeline, and budget across multiple engagements
• Serve as a trusted advisor to nonprofit clients, aligning NetSuite solutions with organizational goals
• Oversee project planning, delivery execution, risk management, and stakeholder communication
• Design and guide NetSuite solutions spanning core accounting and financial operations
• Mentor and develop consulting team members in a collaborative, high‑performance environment
• Support business development through solution scoping, proposals, and client presentations
• Contribute to continuous improvement through best practices, metrics, and evolving NetSuite capabilities

NetSuite Consulting Manager – Not for Profit

• Lead and mentor multidisciplinary teams in credit risk mitigation
• Oversee credit risk reviews, loan reviews, internal audits, and policy assessments
• Communicate industry trends and best practices effectively to clients

Manager – Credit Review, Financial Services Risk Consulting

Risk

• Develop ongoing relationships to build client loyalty and confidence
• Assist in scoping and planning multiple projects
• Performs Medicare Cost Report compilations and other engagements of all sizes related to Regulatory Recovery services such as: Critical Access Hospital, Medicare DSH, SSI, Medicare bad debts, IME/GME shadow billing support, Medicaid HER incentive payment, Wage Index
• Ability to analyze and communicate financial and operational data to management for decision-making and strategic planning
• Maintain / develop a high degree of expertise in Medicare, Medicaid and third-party reimbursement procedures and reports
• Participates in the development of new consulting products and practice aids, as appropriate
• Travels to client and firm meetings outside of immediate area

Senior Associate – Healthcare Risk Consulting

• Join a diverse, high performing team in Global Banking Risk Consulting.
• Assist clients with identifying and prioritizing information technology risk.
• Work closely with clients to develop strong working relationships based on understanding.
• Lead projects, oversee execution of fieldwork, and present findings during client exit meetings.
• Review documents to support conclusions and facilitate presentation of results to stakeholders.

Supervisor – Risk & Controls Consulting, Global Banks

• 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

Financial Consulting Associate – Fund Services

Salesforce Administrator

• Translate strategy and business requirements into well-architected solutions that best leverage the Salesforce platform
• Lead technical design sessions
• Lead large teams of consultants, developers and/or solution architects
• Demonstrate Salesforce thought leadership and educate clients on Salesforce best practices
• Drive pre-sales from lead to opportunity close
• Create and improve service offerings to provide industry leading solutions.

Salesforce Manager, Solution Architect

• Serve as the primary point of contact for assigned US family office clients
• Manage multiple accounting engagements, ensuring timely delivery of all recurring and ad-hoc financial requirements
• Lead client calls, monthly/quarterly reviews, and financial discussions with US leadership teams
• Develop work plans, timelines, and engagement scope; ensure adherence to SLAs and quality standards
• Oversee the holistic financial operations for a high-net-worth family
• Review of financial statements including Cash flow projections, reports and analyses for stakeholders
• Monitor financial controls, accounting accuracy, and documentation standards
• Prepare for and support annual external audits, including the Single Audit where applicable
• Ensure adherence to internal controls, compliance requirements, and nonprofit sector regulations
• Lead and mentor a team of accountants and associates in India
• Implement process improvements to enhance efficiency, accuracy, and scalability
• Support system configuration, migrations, and optimization for clients as needed