Financial Planning and Analysis Manager

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

This position is responsible for supporting the financial management of our Tax Line of Business. The FP&A Manager will serve as a strategic finance partner to business and operational leaders within RSM. This role is responsible for driving financial planning, forecasting, margin analysis, and performance insight to support profitable growth.

The ideal candidate combines strong analytical capability with business acumen, understands the economics of professional services (revenue, utilization, pricing, headcount leverage), and can translate financial data into actionable insights for leadership.

Essential Duties

Financial Planning & Forecasting

• Lead annual planning, quarterly forecasts, and monthly outlook processes for assigned business units.
• Translate revenue drivers (market demand, headcount, productivity, pricing) into financial models.
• Ensure cost growth is aligned with revenue growth and margin targets.
• Support operating income and margin improvement initiatives.

Performance Management & Analysis

• Analyze monthly results, including revenue, project margin, utilization, headcount, and operating expenses.
• Identify trends, risks, and opportunities; provide actionable recommendations.
• Perform variance analysis with clear articulation of root causes and forward-looking implications.
• Develop KPI frameworks that connect operational performance to financial outcomes.

Business Partnership

• Partner with business leaders to support decision-making around hiring, pricing, investments, and cost management.
• Provide insight on headcount planning, offshore leverage, and cost structure optimization.
• Support investment analysis and ROI evaluation for strategic initiatives.

Reporting & Systems

• Maintain and enhance financial models and reporting tools (e.g., Adaptive or similar planning systems).
• Improve reporting clarity and standardization across geographies and service lines.
• Drive process improvements to increase efficiency and reliability of financial data.

Employee supervisory duties may include but are not limited to:

• Provides effective leadership to data analysts by providing work direction. Provide feedback on performance and assists employees with career growth. Provides recognition, coaching and employee counseling.

Minimum Qualifications

EDUCATION/CERTIFICATIONS 

• Bachelor’s degree or equivalent experience
• Accounting or Finance major – Strongly Preferred

TECHNICAL SKILLS 

• 6–9+ years of experience in FP&A, corporate finance, or related roles.
• Experience in a professional services, consulting, or labor-based business model strongly preferred.
• Strong understanding of revenue drivers, utilization metrics, and margin management.
• Advanced Excel skills; experience with planning systems (e.g., Adaptive Planning) preferred.
• Ability to synthesize complex data into clear executive-level insights.
• Strong communication skills with confidence presenting to senior leadership.
• Proven ability to manage competing priorities in a fast-paced environment.

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $102,800 - $176,000