Strategic Finance Associate

3 weeks ago

Old Toronto, Canada RSM US LLP Full time

We are the leading provider of professional services to the middle market globally. RSM's Management Consulting CFO Advisory practice provides strategic advisory to our clients to enhance the overall effectiveness and efficiency of the Finance function.


As a Management Consulting Senior Associate in our CFO Advisory practice, you will collaborate with businesses across various industries, working with a team to ensure the timely, budget-compliant, and client-focused delivery of engagements.


  • Project Execution: Assist in optimizing all elements of the finance organization, including finance assessment, target operating model definition, business process improvement, enterprise transformation, and finance technology enablement and deployment.
  • Finance Function Expertise: Demonstrate an understanding of finance and accounting functions and the people, processes, and technology components that support them, such as Procure to Pay, Order to Cash, Source to Report, Acquire to Retire, and Forecasting & Planning.
  • Quality Delivery: Deliver high-quality work within expected timeframes, scope, budgets, and client expectations.
  • Digital Delivery: Leverage digital skillsets – e.g. experience with visualization tools like PowerBI, Tableau as well as automation technologies such as Alteryx, to focus on modernizing our service delivery model within Management Consulting through the digitization of our service offerings.
  • Project Monitoring: Assist with the monitoring of project progress, management of risk, and ensure project teams and clients are informed about key milestones, engagement progress, and expected outcomes.
  • Business Development: Participate in internal and external business development activities and networking.
  • 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, as well as recruitment and retention efforts.
  • Communication: Communicate effectively both internally and externally with client employees, C-suite executives and/or private equity partners to develop and foster client relationships.

Bachelor's degree in finance, Accounting, Technology or other related discipline from an accredited university. Ability to demonstrate knowledge in advising Finance organizations on the above business processes.


Education and Certification:


  • Excellent critical thinking skills and ability to solve complex business problems through fact gathering, business process mapping, and data analysis.
  • Excellent verbal and written communication, project management, and organizational skills.
  • Proficiency in MS Word, MS PowerPoint, MS Project, MS Visio, MS Teams, MS Outlook, OneDrive, LucidCharts, Smartsheet.
  • Digital experience and skillsets with enabling tools such as PowerBI, Alteryx, SQL Server, VBA, Python etc.
  • Depth of experience in specific industries and sectors, specifically TMT (Technology, SaaS, Media), Real Estate and Construction, Manufacturing, Insurance and Banking.

MBA or other equivalent or relevant graduate degree. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

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