Director, Financial Services Team
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.
Responsibilities
- Lead multiple concurrent engagements within the financial services team to provide technical accounting and financial or business advisory guidance to clients
- Demonstrate intermediate to advanced knowledge of complex accounting concepts, specifically those relevant to the financial services industry
- 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, financial statements, and other client deliverables
- Work with the National Leader on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral
- Supervise Managers 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
- Develop others within the financial services team through mentoring, training and advising on career development or participating in other Firm initiatives
- Understand RSM's service lines and work as a team in providing an integrated service delivery, including coordinating with financial services leaders across all lines of business
- Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management to make valuable introductions to others in the firm
- Subscribe to and actively read industry publications and share relevant information with clients
- Ensure professional development through ongoing education
- Willingness to travel 25% or less of the year, depending on your clients
Required Qualifications
BS / BA Degree in Accounting or equivalent degree8+ years of current or recent experience in a public accounting, financial reporting or technical accounting capacityCPA or equivalent certificationStrong U.S. GAAP technical accounting and SEC reporting foundation with strong knowledge and practical experience in topics such as loans, securities, transfers of financial assets / securitizations, derivatives and hedging, CECL, business combinations and financial statement presentation and disclosureExcellent team and project management skillsAdvanced written and verbal communication skillsA proven record of building profitable, sustainable client relationshipsA successful record of directing and deploying staff / senior associates, supervisors, and managers on multiple, simultaneous engagements