Accounting Advisory Director

3 weeks ago

San Francisco, California, United States RSM Global Full time

We are a leading provider of professional services to the middle market globally, 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.

You'll find an environment that inspires and empowers you to thrive both personally and professionally.

We're looking for a Director to join our Accounting and Finance Consulting (AFC) practice with a focus on providing accounting and finance advisory services to private equity clients and their portfolio companies.

With over 1,800 private equity and venture capital client relationships and nearly 4,000 current private equity portfolio company clients, we work with our clients to create transformative value throughout the investment life cycle.

Our professionals bring deep industry expertise and experience advising our private equity clients on a wide range of transactions and events.

Responsibilities:

  • Manage multiple concurrent engagements within the AFC practice to deliver high-quality advisory services to private equity firms and their portfolio companies
  • Demonstrate intermediate to advanced knowledge of complex accounting concepts, including GAAP compliance, financial statement preparation and accounting policy development
  • Work with leaders on 'go to market' strategy, participating in proposals, pitch meetings, and developing marketing collateral to drive business development efforts
  • Understand RSM's service lines and collaborate with cross-functional teams
  • Support transactional activities by bringing accounting and finance expertise to due diligence, M&A integration, and financial modeling
  • Provide timely, high-quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
  • Collaborate directly with firm specialists/subject matter experts on complex accounting, finance, and business matters
  • Oversee engagement economics and manage appropriate resources for efficient engagement models
  • Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
  • Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
  • Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
  • Actively read industry publications and stay up to date on industry trends, sharing relevant information with clients as considered applicable
  • Ensure professional development through ongoing education
  • Willingness to travel 25% or less of the year, depending on your clients

Required Qualifications:

  • BS/BA Degree in Accounting, Finance or equivalent degree
  • 8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity clients and their portfolio companies
  • Strong technical accounting knowledge, including proficiency in US GAAP and SEC reporting requirements
  • Deep understanding of financial reporting requirements, transaction support, and regulatory compliance
  • Excellent team and project management skills
  • Experience managing client relationships and leading teams in a consulting environment
  • Advanced written and verbal communication skills, with the ability to build rapport and credibility with diverse stakeholders
  • A proven record of building profitable, sustainable client relationships

Preferred Qualifications:

  • CPA or equivalent certification

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

We are an Affirmative Action and Equal Opportunity Employer and do 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 (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 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 or send us an email at

We do 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

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.

Compensation Range:

$122,300 - $245,900

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