Accounting and Finance Consulting Director: Business Process Outsourcing (BPO)

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, 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’s BPO practice is seeking a Director to help build and lead our growing outsourcing business. This role will focus on selling, designing, and delivering end-to-end finance and accounting managed services, including core processes such as Procure-to-Pay, Order-to-Cash, and Record-to-Report. The BPO Director will serve as the face of engagements, partnering closely with clients’ senior leadership (CFO, Controller, VP Finance, etc.) to design solutions, transition operations, and deliver long-term value. You will also play a critical role in solutioning and responding to RFPs, building collateral, shaping deal economics, and overseeing contracting, independence checks, and technical architecture for large BPO deals. This is a leadership role within RSM’s outsourcing practice, requiring strong business development skills, operational expertise, and the ability to deliver scalable, tech-enabled client solutions.

Key Responsibilities

• Business Development & Solutioning
  • Lead the sales cycle for BPO opportunities, including client prospecting, solution design, proposal/RFP responses, and client presentations.
  • Serve as the technical architect on large BPO deals, defining delivery models, leveraging technology, and ensuring scalable solutions.
  • Build and maintain collateral, playbooks, and repeatable methodologies to support sales and delivery.
  • Work with the Catamaran team on deal economics, pricing models, and margin optimization.
• Client Engagement & Delivery
  • Act as the face of BPO engagements: oversee transitions, lead governance meetings, and serve as the point of escalation for clients.
  • Direct end-to-end service delivery across P2P, O2C, R2R, and other core finance processes.
  • Ensure operational excellence, SLA adherence, and client satisfaction throughout the engagement lifecycle.
  • Partner with internal technology and consulting teams to deploy cloud-based solutions, AI, OCR, RPA, and other emerging tools to enhance delivery.
• Engagement Leadership & Risk Management
  • Lead contract negotiations, independence reviews, and engagement risk management in alignment with firm protocols.
  • Provide strategic oversight of transitions, onboarding, and steady-state operations for new BPO clients.
  • Establish engagement budgets, monitor performance, and drive profitability of BPO engagements.
  • Serve as a trusted advisor to client executives, delivering insights that go beyond reporting to support business decisions.
• People Leadership
  • Manage, coach, and mentor cross-functional teams across geographies, ensuring work is delivered accurately and on time.
  • Drive collaboration across solution sets, ensuring BPO engagements leverage the firm’s broader capabilities.
  • Champion best practices, continuous improvement, and innovation in service delivery.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field; CPA or equivalent credential preferred.
• 12+ years of progressive experience in BPO, managed services, consulting, or finance operations.
• Demonstrated success in selling and closing outsourcing/managed services deals.
• Strong knowledge of finance and accounting processes (P2P, O2C, R2R) and technology-enabled delivery models.
• Experience with solutioning, deal economics, proposal writing, and client contracting.
• Proven leadership in managing transitions and steady-state operations for large outsourcing clients.
• Strong communication, executive presence, and relationship-building skills.
• Familiarity with cloud accounting systems (NetSuite, Intacct, SAP, Oracle, Blackline, Bill.com, etc.) and enabling technologies (AI, OCR, RPA, workflow tools).
• Ability to thrive in a fast-paced, multi-tasking environment while driving results and client value.

At RSM, 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