Financial Consulting Manager - Finance as a Service

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.

We are seeking an experienced Manager to join our growing Finance as a Service (FAAS) practice, supporting private equity-backed, technology, life sciences, and high-growth companies. This role is ideal for an accounting and finance professional who thrives in a client-service environment and has experience helping businesses scale their finance and accounting functions through periods of growth, transformation, acquisitions, capital raises, and operational change.

The Manager will serve as a trusted advisor to clients, overseeing accounting operations, financial reporting, process transformation, and finance function optimization. The ideal candidate will possess a strong understanding of outsourced accounting environments, private equity operating models, technology-enabled finance processes, and the unique challenges faced by emerging and growth-stage organizations.

Key Responsibilities

• Serve as a primary client contact for private equity-backed and growth-oriented companies across the technology and life sciences sectors.
• Manage and review monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.
• Review account reconciliations, journal entries, financial statements, and supporting schedules for quality and completeness.
• Lead finance and accounting outsourcing engagements, including oversight of offshore and domestic team members.
• Assist clients in designing and implementing scalable accounting processes that support growth and operational efficiency.
• Advise clients on finance transformation initiatives, including ERP implementations, process automation, reporting enhancements, and system optimization.
• Support private equity portfolio companies through transactions, integrations, carve-outs, acquisitions, and post-close operational improvements.
• Coordinate with client executives, investors, lenders, auditors, tax advisors, and transaction teams to ensure seamless service delivery.
• Identify accounting, operational, and reporting risks and develop practical recommendations to mitigate them.
• Mentor and develop staff and senior associates while fostering a collaborative, high-performing team environment.
• Support business development efforts by strengthening client relationships, expanding existing engagements, and identifying new service opportunities.

Qualifications Required

• Bachelor's degree in Accounting, Finance, or related field.
• 6+ years of progressive accounting, finance, or advisory experience.
• Experience in public accounting, outsourced accounting, consulting, or corporate accounting environments.
• Strong knowledge of U.S. GAAP, monthly close processes, financial reporting, and account reconciliation procedures.
• Experience managing multiple client engagements and leading teams.
• Ability to translate financial data into actionable business insights for management and investors.
• Strong project management, communication, and client relationship skills.
• Experience working in fast-paced, entrepreneurial, or high-growth environments.

Preferred

• CPA designation.
• Experience supporting private equity-backed portfolio companies.
• Experience serving technology, SaaS, software, biotech, pharmaceutical, medical device, or life sciences organizations.
• Exposure to mergers and acquisitions, post-acquisition integrations, or carve-out activities.
• Exposure to revenue recognition, debt arrangements, and other technical accounting matters common among growth-stage companies.
• Exposure to budgeting, forecasting, KPI reporting, and cash flow management.
• Experience with ERP and accounting platforms including NetSuite, Sage Intacct, QuickBooks Online, or similar solutions.
• Experience leading system implementation, automation, or finance transformation projects.

Desired Leadership & Client Service Skills

The ideal candidate will:

• Operate independently with minimal supervision.
• Operate as a trusted business advisor to CFOs, Controllers, finance leaders, and private equity sponsors.
• Appropriately assess challenges and risks, and escalate as appropriate.
• Demonstrate strong executive presence and the ability to communicate effectively with stakeholders at all levels.
• Balance multiple client priorities while maintaining exceptional attention to detail and service quality.
• Proactively identify business risks, operational inefficiencies, and opportunities for improvement.
• Build strong relationships with client management teams, investors, auditors, and cross-functional advisors.
• Effectively manage geographically dispersed teams, including offshore resources.
• Foster a culture of collaboration, accountability, continuous improvement, and client service excellence.
• Demonstrate an entrepreneurial mindset and contribute to the growth and expansion of the FAAS practice.

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: $95,400 - $192,000