Financial Services Industry Consulting Principal

4 days ago

New York, New York, United States RSM US LLP Full time
Transaction Advisory Services Partner

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. 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.

Role Responsibilities:
  • Lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers.
  • Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.
  • Utilize proven business development skills to build upon transaction advisory services work.
  • Identify business opportunities and enhance go-to market strategies.
  • Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.
Qualifications and Experience:
  • Big Four or similar consulting background.
  • Extensive experience in financial services - Asset Management, Insurance, Specialty Finance, FinTech etc.
  • A bachelor's degree, master's degree preferred.
  • Approximately 10 years of related work experience: 5 years' experience with financial due diligence and 5 years' experience on advisory side; prior experience at the Partner level in Financial Services.
  • Successful track record of building and growing a Transaction Advisory Service Practice, building/managing a client base, and managing revenue.
  • Experience servicing private equity groups (PEG).
  • Experience with developing and supervising staff both on engagements and in their career.
  • Demonstrated thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy.
  • Demonstrates thorough abilities to identify and address client needs, including developing and sustaining meaningful client relationships and understand the client's business.
  • Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements.
  • Must possess a high degree of integrity and confidentiality.
  • Must be willing and able to travel when necessary (approximately 25-30%).

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