Financial Consulting Associate 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.

RSMs Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Associate level. RSMs FaaS practice blends the best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm while at the same time operating in private company environments on a daily basis. We provide accounting technology and consulting services to private small and medium-sized clients with revenues ranging from $0 to $100 other words we are the accounting department for our clients. Our diverse industry base includes technology real estate life science not-for-profit consumer products and professional service organizations just to name a few. This role requires meeting deadlines while managing multiple onboarding activities to ensure a smooth transition into ongoing service delivery including monthend close financial reporting yearend audit support and budget and forecasting addition you will have the ability to learn and efficiently use our best-in-class technology stack. This position will have contact with our clients (CEO COO CFO VP of Finance Controller etc.) as well as other client contacts including tax and professional service providers.
We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers. The key attributes that will make someone successful in this role include:

• Strong organizational planning and timemanagement skills
• Superior ability to prioritize and focus in a dynamic multi-client environment
• Detailoriented with a strong focus on accuracy and quality
• Familiarity and comfort level working with cloud-based technology systems
• Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition) and AI (Artificial Intelligence)
• Excellent communication skills with a professional presence
• Solid Excel skills (create tables use formulas pivot tables)

Responsibilities:

This is a handson role responsible for onboarding new clients to support efficient delivery of ongoing services including meeting management document control and ongoing assistance for consultants. Duties include:

• Oversee and support onboarding activities for all new clients
  • Oversee and assist consultants with contracting process for all clients
  • Support onboarding activities for all new clients
  • Reviews documents for completeness and accuracy for final approval by consultants
• Coordinate and collaborate with colleagues and client
  • Serve as administrative point of contact for RSM teams to deliver a consistent and positive client experience
  • Assist with filing archiving photocopying correspondence scanning faxing preparing and distribution of documents and other material
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future administrative projects.
  • Execute standardized processes and improvements within the engagement management process to ensure consistent and effective services are provided
  • Participate in execution of team initiatives and action items including participation in conferences or other training and develop specialized support to an industry or line of business
  • Schedule and orchestrate meeting logistics assist with the development of presentation materials recording and distributing notes as needed
• Facilitates contracting and resourcing across multiple clients
  • Initiate necessary processes to ensure compliance with RSM independence and regulatory guidelines
  • Complete data entry from executed contracts into consulting supported systems
  • Effectively delegate to and leverage team members to help meet business objectives
  • Manage time appropriately across multiple projects
• Maintaining task lists and following up on open items
• Supporting client engagement team by
  • providing high level administrative support to engagement teams by reviewing entering and editing key data to initiate contracting and client onboarding processes
  • Maintains current and developing further knowledge by use of firm systems and software policies templates and deliverables for assigned service lines

Qualifications

• Excellent written and oral communication skills are a must (proactively communicates status issues conflicts and priorities up down and across the engagement team)
• Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision-making skills
• Experience in a public accounting firm consulting firm or other professional services environment preferred but not required
• Proficiency utilizing Microsoft Office (Word Excel Outlook etc.).
• Strong organizational skills along with the ability to meet deadlines.
• Ability to adapt to change effectively
• Experience with RSM systems (i.e. CRM MDM CLEAR InTrust GIA DocuSign Smartsheet SharePoint TeamDocs Workday CRS DCM. ServiceNow) preferred.

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 clients. Learn more about our total rewards at 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; 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 Canadian uniformed service; Canadian Military/Veteran 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 call us at or send us an email at .

At RSM an employees 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.