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Head of Financial Insights and Reporting

2 months ago


Chicago, Illinois, United States RSM Global Full time

At RSM Global, we pride ourselves on being the foremost provider of professional services to the middle market worldwide. Our mission is to foster confidence amidst change, enabling our clients and team members to achieve their utmost potential. Our remarkable workforce is the cornerstone of our unparalleled, inclusive culture and talent experience, making us a compelling choice for our clients. Here, you will discover an environment that motivates and empowers you to excel both personally and professionally.

We are in search of a highly proficient and driven Finance Reporting and Analytics Leader to become a vital part of our Financial Planning & Analysis (FP&A) team at RSM. This position is crucial in steering data-informed decision-making processes, delivering sophisticated analytics and insights, and acting as a client-focused business partner. The successful candidate will provide strategic direction and mentorship to the Financial Data Analytics (FDA) team, with a strong emphasis on data accuracy, financial insights, and client service across the organization. The ideal candidate will be a proactive self-starter with a robust technical background, adept at recognizing and executing process enhancements to improve our reporting and analytics capabilities. Additionally, this leader will be tasked with establishing and nurturing an offshore team of financial analysts.

Key Responsibilities:

Client-Centric Business Partnership: (25% of time)

  • Serve as a trusted advisor to both internal and external clients, comprehending their requirements and delivering customized analytics solutions.
  • Build and sustain strong relationships with key stakeholders, ensuring high levels of client satisfaction.
  • Effectively communicate complex technical information to non-technical stakeholders in a clear and concise manner.
  • Provide training and support to clients regarding the utilization of analytics tools and data interpretation.
Advanced Analytics and Reporting: (20% of time)
  • Lead the creation and presentation of comprehensive financial reports and dashboards that yield actionable insights.
  • Employ advanced analytics methodologies to scrutinize extensive datasets, identify trends, and generate business insights.
  • Guarantee the accuracy and integrity of financial data and reports through thorough validation and testing.
  • Utilize data visualization tools (e.g., Power BI) to present data in an accessible and impactful manner.
Technical Leadership: (20% of time)
  • Oversee the technical framework of the analytics and reporting infrastructure.
  • Collaborate with financial systems, IT, and data engineering teams to ensure robust data pipelines and integration processes.
  • Implement and maintain advanced analytics tools and platforms.
  • Stay abreast of the latest advancements in analytics technologies and best practices.
Leadership and Team Development: (20% of time)
  • Recruit, mentor, and cultivate a high-performing analytics team in the US and USI.
  • Establish clear performance expectations and provide regular feedback and coaching.
  • Encourage a collaborative and innovative team culture.
  • Promote continuous learning and professional development within the team.
Process Improvement: (10% of time)
  • Identify opportunities for process enhancements within the reporting and analytics functions.
  • Implement best practices and standardized processes to improve efficiency and effectiveness.
  • Lead initiatives to automate routine reporting tasks and streamline data workflows.
  • Monitor and assess the impact of process changes, making adjustments as necessary.
Other duties as assigned: (5% of time)

Minimum Qualifications:

Education/Certifications:
  • Bachelor's degree in Data Science, Statistics, Computer Science, Business Analytics, Finance, or a related field - required.
  • Master's degree or relevant professional certification (e.g., Certified Analytics Professional, CFA, Six Sigma) is preferred.
Experience:
  • 15-20 years of progressive experience in finance, analytics, or reporting, with at least 5 years in a leadership role - required.
  • Proven experience in a professional services environment is highly desirable - preferred.
  • Demonstrated success in delivering advanced analytics solutions and driving business insights within an FP&A context - required.
Technical/Soft Skills:
  • Proficiency in financial data analysis and visualization tools - required.
  • Experience with data warehousing concepts and tools - required.
  • Proven ability to manage team members with technical skill sets and communicate technical issues to a non-technical audience - required.
  • Ability to work independently and manage multiple priorities in a fast-paced environment - required.
Leadership Skills:
  • Demonstrated success in influencing and engaging stakeholders, building collaborative relationships while managing conflicting priorities - required.
  • Demonstrated ability to respond positively to changing circumstances, seek and implement change to drive business improvement, and serve as a model of change - required.
  • Strong communication skills; able to communicate effectively with individuals at all levels of the firm - required.
  • Able to motivate, inspire, and develop individuals and teams to collaborate and deliver to their highest potential - required.

At RSM, we offer a competitive benefits and compensation package for all our people. We provide flexibility in your schedule, empowering you to balance life's demands while maintaining your ability to serve clients. Learn more about our total rewards.