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 inclusive culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

Job Description: Financial Consulting - Manager

• Bachelors or Post graduate degree in accounting Commerce Finance or related field.
• 13 years of experience in accounting with at least 3 years in Family Office accounting (US preferred).
• Strong understanding of US GAAP family office accounting and financial reporting.
• Experience in managing client relationships and leading teams.
• Proficiency with accounting systems commonly used by family office (QuickBooks Sage Intacct NetSuite Tallie)
• Experience in Blackline is preferred
• Excellent analytical communication and leadership skills.
• Ability to work overlapping hours with US time zones.

Position Responsibilities

Client & Engagement Management

• 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.

Family Office Accounting & Financial Reporting

• Oversee the holistic financial operations for a high-net-worth family and review of:
  • Reviewing AP Bill / Customer Invoices
  • Payroll and Payroll Benefits
  • Bank posting (Checking & Savings)
  • Balance sheet reconciliations Open Items
  • Credit card transactions
  • Develop annual budgets Manage forecasts
• Understanding of 1099 process
• Consolidating data from various entities (Trusts LLCs Investments Personal) and preparing financial statements including Cash flow projections reports and analyses for stakeholders.
• Monitor financial controls accounting accuracy and documentation standards.

Brokerage and Alternative Investment Accounting

• Understanding investment tax and estate planning principles.
• Review investment transactions (capital calls contributions distributions).
• Review of Brokerage transactions and FMV adjustments
• Review of Alternative Investment transactions NAV adjustments and Waterfall entry
• Understanding of K-1 report and reviewing the K-1 Journals
• Reconcile portfolios and support analysis of investment performance.

Audit & Compliance Support

• Prepare for and support annual external audits including the Single Audit where applicable.
• Ensure adherence to internal controls compliance requirements and nonprofit sector regulations.

Team Leadership & Offshore Coordination

• Lead and mentor a team of accountants and associates in India.
• Review team deliverables for completeness accuracy and client readiness.
• Provide training in US family office accounting process systems and best practices.
• Foster a cohesive quality-focused team environment.

System & Process Development

• Work with accounting tools such as QuickBooks Sage Intacct NetSuite Tallie Blackline or other family office ERPs.
• Implement process improvements to enhance efficiency accuracy and scalability.
• Support system configuration migrations and optimization for clients as needed

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at

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/ 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 .