Finance Transformation Specialist
1 week ago
About RSM
RSM is a leading provider of audit, tax and consulting services to middle market businesses. Our expertise spans the entire business cycle, from due diligence and initial public offerings (IPOs), through growth and expansion, to transition and succession planning.
Job Description: As a Finance Transformation Specialist in our CFO Advisory practice, you will work with clients to enhance the overall effectiveness and efficiency of their finance organizations. This includes optimizing finance processes, implementing new technologies, and developing strategic plans to drive business growth.
Responsibilities:
- Project Execution: Assist in delivering high-quality projects that meet client expectations, including finance assessments, target operating model definitions, business process improvements, enterprise transformations, and finance technology enablements.
- Finance Function Expertise: Demonstrate a deep understanding of finance and accounting functions, including Procure to Pay, Order to Cash, Source to Report, Acquire to Retire, and Forecasting & Planning.
- Quality Delivery: Ensure timely delivery of projects within scope, budget, and quality standards.
- Digital Delivery: Leverage digital tools such as PowerBI, Tableau, Alteryx, and automation technologies to modernize service delivery models and digitize finance services.
- Project Monitoring: Monitor project progress, manage risks, and communicate key milestones and engagement progress to clients and stakeholders.
- Business Development: Participate in internal and external business development activities to identify opportunities for growth and cross-selling.
- Financial Preparation: Assist in preparing engagement/project financials and interpreting impacts on firm leadership.
- Industry Research: Identify industry focus areas and support prospect and existing client targeting activities.
- Project Oversight: Oversee individual projects to completion, identifying opportunities and solutions to client challenges.
- Service Development: Assist in developing new service offerings, innovative solutions, and deliverables for the rapidly changing finance environment and market.
- Mentorship: Effectively manage, coach, and develop junior resources and peers by providing timely and actionable feedback.
- Communication: Communicate effectively with client employees, C-suite executives, and private equity partners to develop and foster client relationships.
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