Financial Services Manager

7 days ago


Washington, Washington, D.C., United States RSM US LLP Full time
Job Title: Financial Consulting Manager

We are seeking a highly skilled Financial Consulting Manager to join our team at RSM US LLP. As a key member of our Finance and Accounting Outsourcing (FAO) practice, you will be responsible for providing exceptional financial management services to our clients.

Key Responsibilities:
  • Manage and oversee the accounting and finance functions of multiple clients in a shared services environment, playing the role of Controller and CFO.
  • Lead, manage, and coach client services representatives, associates, senior associates, supervisors, and managers.
  • Review client's monthly financial statements, including month-over-month variance analysis and actual-to-budget analysis.
  • Analyze and interpret financial information for client management and provide actionable insights and decision support.
  • Continuously identify opportunities to enhance client's monthly operations and suggest process improvements.
  • Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month-end close efficiencies.
  • Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
  • Establish engagement budgets and direct initial assessments, implementations, and onboarding of new FAO clients.
  • Write service agreements and statements of work.
  • Participate in meetings with new client prospects and in the proposal process.
Requirements:
  • Bachelor's degree in Accounting or Finance.
  • 8+ years of experience in Accounting, with experience in a public accounting firm, consulting firm, or other professional services environment preferred.
  • Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance, or CFO.
  • Strong technical financial accounting (GAAP) knowledge and strong management accounting and operational finance knowledge.
  • Experience in the financial planning and analysis (FP&A) function, including financial modeling, budgeting, and forecasting.
  • Proven leadership, management, and coaching skills.
  • Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
  • Experience with automated accounting systems, such as Intacct, NetSuite, Blackline, or Tallie.
  • Ideal location in Washington DC or nearby.
What We Offer:

RSM US LLP offers 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 https://www.rsmus.com/careers/total-rewards.

RSM US LLP is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing equal employment opportunities to all applicants and employees without regard to 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 US LLP 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 careers@rsmus.com.

RSM US LLP does 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 US LLP 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 US LLP'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 US LLP, 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 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.



  • Washington, Washington, D.C., United States Signal Financial Federal Credit Union Full time

    Job Title: Member Relationship AdvisorSignal Financial Federal Credit Union is seeking a highly skilled Member Relationship Advisor to join our team. As a key member of our team, you will be responsible for delivering exceptional member experiences by establishing strong relationships, identifying financial needs, and providing tailored solutions.Key...


  • Washington, Washington, D.C., United States RSM US LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at RSM US LLP. As a key member of our Finance and Accounting Outsourcing (FAO) practice, you will be responsible for providing exceptional financial management services to our clients, including month-end close, financial reporting, and...

  • Financial Planner

    2 weeks ago


    Washington, Washington, D.C., United States Prudential Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Advisor, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Washington, Washington, D.C., United States UIC Technical Services Full time

    Business Financial ManagerUIC Technical Services is seeking a highly skilled Business Financial Manager to provide program management support in a broad range of services to our US Navy clients.Key ResponsibilitiesProvide financial and management support for Program Office budget development, execution, and reporting.Assist in the development of the Program...


  • Washington, Washington, D.C., United States CALVARY WOMENS SERVICES INC Full time

    Job Title: Senior AccountantJob Summary:The Senior Accountant plays a critical role in leading our accounting operations, ensuring timely and accurate financial information. This position reports to the Chief of Finance & Human Resources.Key Responsibilities:Oversee the monthly closing process and generate initial financial reports for review by the Chief of...


  • Washington, Washington, D.C., United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Financial Professional to join our team. As a Senior Financial Professional, you will be responsible for serving as client-lead across a portfolio of dynamic clients, managing and supervising staff accountants, and preparing client month-end closing of books.Key...


  • Washington, Washington, D.C., United States Investment Company Institute Full time

    Job Title: Government Affairs Manager, Financial Services PolicyAbout the Role:The Investment Company Institute (ICI) is seeking a highly skilled Government Affairs Manager, Financial Services Policy to join its team in Washington D.C. This role will be responsible for advancing policy goals for ICI and its member companies, with a focus on financial...


  • Washington, Washington, D.C., United States Aretum Full time

    Job DescriptionAretum, a leading government contracting company specializing in technology-enabled mission support services, is seeking an experienced and results-driven Financial & Resource Services Program Manager to lead and manage programs related to financial and resource services for our government clients.Aretum is known for providing cutting-edge...


  • Washington, Washington, D.C., United States Aretum Full time

    Job SummaryAretum is seeking an experienced and results-driven Financial & Resource Services Program Manager to lead and manage programs related to financial and resource services for our government clients.Key ResponsibilitiesOversee and manage all aspects of the program, ensuring efficient execution and adherence to timelines and budgets.Design and...


  • Washington, Washington, D.C., United States Aretum Full time

    Job OverviewARETUM, a prominent government contracting firm focused on technology-driven mission support services, is in search of a seasoned and results-oriented Program Manager for Financial and Resource Services. In this role, you will oversee and direct programs associated with financial and resource management for government clients.ARETUM is recognized...


  • Washington, Washington, D.C., United States Aretum Full time

    Job OverviewARETUM, a prominent government contracting firm specializing in technology-driven mission support services, is in search of a seasoned and results-oriented Program Manager for Financial and Resource Services. In this role, you will be responsible for overseeing and directing programs that cater to the financial and resource management needs of...


  • Washington, Washington, D.C., United States CALVARY WOMENS SERVICES, Inc. Full time

    Job SummaryThe Senior Accountant plays a critical role in leading our accounting operations, ensuring timely and accurate financial information. This position reports to the Chief of Finance & Human Resources.Key ResponsibilitiesOversee the monthly closing process and generate initial financial reports for review by senior leadership.Manage day-to-day...


  • Washington, Washington, D.C., United States Crowe LLP Full time

    Job Title: Financial Services Risk Consulting ManagerCrowe LLP is seeking a highly skilled Financial Services Risk Consulting Manager to join our team. As a key member of our Financial Services practice, you will be responsible for providing risk management, internal audit, and internal control services to clients in the financial services industry.Key...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our Business Banking team, you will be responsible for marketing and supporting credit card systems and services for business customers, attracting and retaining client relationships to meet sales objectives.Key...


  • Washington, Washington, D.C., United States Confluent Full time

    About the Role:The Field Marketing Manager - Financial Services is a key member of the Confluent team, responsible for developing and executing effective field marketing strategies that drive pipeline generation in financial services accounts across the East Coast of the United States. This role reports to the Director of Strategic and Financial Services...


  • Washington, Washington, D.C., United States ScaleUp Financial Solutions Full time

    ScaleUp Financial Solutions: Seeking a Dynamic CFOWe are a fast-growing financial services company that partners with startups and high-growth companies to provide fractional CFO services. Our team is dedicated to helping entrepreneurs achieve their goals and grow their businesses.Job SummaryWe are seeking a highly experienced and dynamic CFO to join our...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job Title: Merchant Services AdvisorAt PNC Financial Services Group, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.Job Summary:We're seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our Business Banking team, you'll be responsible for attracting...


  • Washington, Washington, D.C., United States UIC Technical Services Full time

    Job SummaryUIC Technical Services is seeking a highly skilled Business Financial Manager to provide program management support in a broad range of services to our US Navy clients.Key ResponsibilitiesBudget Planning SupportProvide financial and management support for Program Office budget development, execution, and reporting.Assist in the development of the...

  • Financial Analyst

    1 week ago


    Washington, Washington, D.C., United States HRM Services Full time

    Job DescriptionWe are seeking a highly skilled Corporate Accountant to join our team at HRM Services. This role will be responsible for managing all corporate accounting functions, including financial analysis, budgeting, and financial reporting. The ideal candidate will have a strong background in accounting and financial analysis, with experience in...


  • Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job Title: Merchant Services AdvisorPNC Financial Services Group is seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our Business Banking team, you will be responsible for providing exceptional customer service and sales support to our clients.Key Responsibilities:Market and sell credit card systems and support services...