Financial Consulting Manager - Finance as a Service (PE-Backed Companies)

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 publicly traded companies and private companies preparing for an initial public offering (IPO). This role is ideal for an accounting professional who thrives in a client-service environment and possesses a strong understanding of public company accounting processes, internal controls, and financial close operations.

The Manager will serve as a trusted advisor to clients, overseeing accounting operations, reviewing complex accounting activities, and helping clients build scalable, audit-ready finance functions. While this position is not primarily focused on SEC reporting, successful candidates must understand the public company environment, including internal controls, audit readiness, and technical accounting considerations.

Key Responsibilities

• Serve as a key member of client engagement teams supporting public companies and IPO-bound organizations.
• Manage and review monthly, quarterly, and annual close activities to ensure accuracy, completeness, and timeliness.
• Review account reconciliations, journal entries, and supporting schedules to ensure they meet public company and audit standards.
• Evaluate accounting processes and identify opportunities to strengthen internal controls and improve operational efficiency.
• Assist clients in building and maintaining a robust control environment consistent with public company expectations.
• Oversee engagement workstreams while mentoring and coaching staff.
• Coordinate with client management, auditors, and cross-functional advisory teams to ensure seamless service delivery.
• Assist in the evaluation of complex accounting matters, including stock-based compensation, debt accounting, and other technical accounting areas.
• Identify engagement risks proactively and escalate issues appropriately while developing practical solutions.
• Support clients through periods of rapid growth, transformation, capital raises, and IPO readiness initiatives.
• Contribute to business development efforts by strengthening client relationships and identifying opportunities to expand services.

Qualifications

Required

• Bachelor's degree in Accounting or Finance.
• 6+ years of progressive accounting experience.
• Experience in public accounting and/or corporate accounting within a publicly traded company environment.
• Strong understanding of month-end close processes, financial reporting, and account reconciliation procedures.
• Knowledge of internal controls over financial reporting and audit readiness requirements.
• Experience reviewing accounting work performed by others and providing constructive feedback.
• Strong analytical, problem-solving, and project management skills.

Preferred

• CPA
• Experience supporting public companies or organizations preparing for an IPO.
• Exposure to stock-based compensation accounting.
• Exposure to debt accounting, including publicly issued or complex financing arrangements.
• Familiarity with SOX compliance, risk assessments, and internal control frameworks.
• Experience working with external auditors and managing audit support processes.
• Experience with ERP systems such as NetSuite, Sage Intacct, Quickbooks Online

Desired Leadership & Client Service Skills

The ideal candidate will:

• Operate independently with minimal supervision.
• Demonstrate initiative and proactively identify risks, challenges, and areas requiring additional expertise.
• Balance multiple client priorities while maintaining exceptional attention to detail.
• Build strong, trusted relationships with client executives, controllers, accounting teams, and auditors.
• Collaborate effectively across service lines, partnering with professionals in technical accounting, SEC reporting, transaction advisory, tax, and other consulting disciplines.
• Exhibit executive presence, professionalism, and a client-first mindset.

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/working-at-rsm/benefits.

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.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.