Accounting and Finance Consulting - Accounting and Finance Optimization Manager, Financial Institutions

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.

RSM is looking for an experienced professional to join our Technical Accounting Consulting (TAC) practice in our Financial Services Industry team with expertise in insurance and reinsurance accounting, LDTI, US GAAP, and statutory financial reporting requirements and disclosures. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our financial services clients include firms in a variety of industries, including financial institutions, insurance, specialty finance, and asset management.  Experienced in serving clients with a local, national, or international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your business.​Responsibilities:

• Manage multiple concurrent engagements within the Technical Accounting Consulting (TAC) practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• 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 matters
• Prepare and review technical accounting memos and other client deliverables
• Supervise Seniors and Supervisors on engagement teams
• 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
• Understand RSM’s service lines and work as a team in providing an integrated service delivery
• Develop others within the TAC practice through mentoring, training, and advising on career development or participating in other Firm initiatives
• Understand RSM’s lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
• Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
• Ensure professional development through ongoing education
• Assist in business development efforts
• Willingness to travel 25% or less of the year, depending on your clients

Required Qualifications:

• BS/BA Degree in Accounting or equivalent degree
• 6+ years of current or recent experience in a public accounting, financial reporting, or technical accounting capacity
• CPA or equivalent certification
• Strong U.S. GAAP technical accounting and SEC reporting foundation with strong knowledge and practical experience in topics such as insurance and reinsurance accounting, LDTI, US GAAP and statutory financial reporting requirements and financial statement presentation and disclosure.
• A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements
• Excellent team and project management skills
• Advanced written and verbal communication skills
• A proven record of building profitable, sustainable client relationships
• Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements

At RSM, we offer a competitive benefits and compensation package for all our people.  We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.  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://rsmus.com/careers/working-at-rsm/benefits.

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