Financial Consulting Manager

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Transition Manager – Finance as a Service (FaaS)

About RSM USI

RSM US Integrated Services India Private Limited is looking for a Transition Manager to join our Finance as a Service (FaaS) practice. Changing economies, evolving accounting standards, and complex client landscapes require structured, low-risk, and well-governed transitions. With more than 90 years of industry expertise, RSM helps clients confidently transform and scale their finance operations. Our FaaS team supports clients across industries including Financial Services, Technology, Not-for-Profit, Family office channel, Manufacturing, and Commercial sectors, delivering end-to-end finance operations through global delivery models.

Role Summary

The FaaS Transition Manager is responsible for leading end-to-end transition of finance processes from clients or incumbent vendors into RSM’s India FaaS delivery model. This role focuses on knowledge transfer, process stabilization, risk management, stakeholder communication, and readiness for steady-state delivery.

Qualification and Minimum Entry Requirements

• Bachelor’s or Master’s degree in Accounting, Finance, Commerce, or related discipline

• 8–12 years of experience in Finance & Accounting operations

• 4–6 years of transition / migration experience (FAO / FaaS / BPO)

• Strong understanding of R2R, P2P, O2C

• US GAAP exposure preferred

• Offshore delivery experience

• Willingness to work US hours

Position Responsibilities

Transition & Onboarding Management

• Lead end-to-end transitions of finance processes (R2R, P2P, O2C) from client teams and/or incumbent vendors to RSM’s India delivery model, ensuring minimal disruption to business-as-usual operations.

• Develop and manage detailed transition plans including scope, timelines, resourcing, dependencies, milestones, and cutover approach; maintain RAID logs and drive closure of actions, risks, and issues.

• Plan and execute Knowledge Transfer (KT) through a structured shadow–perform–review model; validate process understanding, address gaps, and confirm readiness through sign-offs and competency assessments.

• Create/refresh transition documentation including SOPs, process maps, SLAs/KPIs, RACI matrices, and operating calendars; ensure document control, versioning, and alignment to client expectations.

• Proactively identify transition risks (people/process/technology/data/compliance), define mitigation and contingency plans, and monitor early warning indicators during stabilization.

Client & Stakeholder Management

• Serve as the primary client point of contact during transition, managing expectations, clarifying requirements, and ensuring timely decision-making on scope, controls, service levels, and cutover.

• Establish and run transition governance cadence (daily/weekly status, risk reviews, steering committee updates), ensuring clear minutes, action tracking, and escalation paths.

• Coordinate across internal stakeholders (FaaS operations, controls, IT, HR, training, quality) and external stakeholders (client SMEs, auditors, third parties) to align deliverables and timelines.

• Provide concise executive reporting on progress, key decisions, risks/issues, and financial/operational impact; highlight trade-offs and recommend actions to keep transition on track.

Process, Controls & Compliance

• Assess current-state processes and controls to identify gaps, inefficiencies, and compliance risks; document findings and agree remediation actions with client and internal leadership.

• Align transitioned processes to RSM delivery standards, including standard workpapers, review checklists, segregation of duties, approval matrices, and quality expectations.

• Validate control design and operating effectiveness during parallel runs and early production; partner with internal risk/compliance teams to ensure controls are sustainable in BAU.

• Maintain audit-ready documentation (process narratives, control matrices, evidence repositories) and support internal/external audit requests related to transitioned processes.

Team Leadership

• Build, onboard, and train transition and delivery teams; define role expectations, learning plans, and domain/ERP enablement to meet service commitments.

• Allocate work across team members based on complexity and skills; set daily priorities, monitor capacity, and remove blockers to ensure milestone adherence.

• Review key deliverables for accuracy and completeness (SOPs, reconciliations, month-end files, reporting packs) and embed a continuous improvement mindset across the team.

Systems & Data Transition

• Coordinate finance system/ERP transitions and integrations (e.g., NetSuite, SAP, Oracle) in partnership with client IT and RSM technology teams; define access, roles, workflows, and reporting requirements.

• Oversee data migration/validation activities, including master data checks, opening balances, historical transaction sampling, and reconciliation of key reports to ensure data integrity.

• Confirm end-to-end system readiness (UAT support, connectivity, report outputs, security/access, ticketing process) and ensure users are trained prior to go-live.

Stabilization & Handover

• Manage parallel runs and hypercare, closely monitoring accuracy, cycle times, backlog, and exception trends; drive rapid issue resolution with clear ownership.

• Define and obtain sign-off for entry/exit criteria for each transition phase (KT completion, pilot success, parallel run stability, BAU acceptance) to ensure controlled go-live.

• Conduct post-transition reviews and capture lessons learned; update playbooks, templates, and standard methodologies to improve future transitions.

• Execute formal handover to BAU teams with complete documentation, metric baselines, open item logs, and governance routines; ensure sustained performance against agreed SLAs.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

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 send us an email at [email protected].