Finance Data and Analytics Director

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.

We are seeking a dynamic and self-motivated Finance Data and Analytics Director to develop and lead our team of finance and data analysts. This pivotal role is responsible for overseeing financial reporting and analytics functions, supporting our business leaders with in-depth reporting and financial analysis. The ideal candidate will have experience in Workday reporting and will be resourceful, client-service oriented, and possess strong leadership skills to drive our financial insights and strategic initiatives.

Essential Duties

Team Leadership and Development: (25%)

• Build, develop, and lead a high-performing team of reporting analysts.
• Provide mentorship, training, and career development opportunities to team members.
• Foster a collaborative and inclusive team culture.

Reporting and Analytics: (25%)

• Oversee the creation and maintenance of comprehensive financial reports and insightful dashboards
• Ensure the accuracy and timeliness of financial data and reports provided to FP&A and business leaders.
• Develop and implement robust reporting processes and standards.

Financial Analysis Support: (20%)

• Collaborate with business leaders to understand their reporting and analytical needs.
• Provide detailed financial analysis to support business decisions and strategic initiatives.
• Identify trends, risks, and opportunities through data analysis.

Client Service and Relationship Management: (15%)

• Serve as a key point of contact for finance regarding reporting and analytics.
• Ensure high levels of client satisfaction through proactive communication, effective problem-solving and feedback review.
• Establish and maintain strong working relationships with stakeholders across the organization.

Process Improvement and Innovation: (10%)

• Continuously evaluate and enhance reporting processes for efficiency and effectiveness.
• Implement best practices and innovative solutions to improve data quality and reporting capabilities.
• Stay updated on industry trends and advancements in reporting and analytics, including AI and automation technologies.

Other duties as assigned. (5%)

Minimum Qualifications

EDUCATION/CERTIFICATIONS

• Bachelor’s degree in Finance, Accounting, Business, or related field – required
• Advanced degree or professional certification (e.g., CFA, CPA) preferred

EXPERIENCE

• 10-15 years of progressive experience in Finance Reporting and Analytics or comparable experience – Required
• Proven experience with Workday reporting - Required
• Professional services experience – Preferred
• Previous experience analyzing data and providing insights – Required
• Previous experience with a Business Intelligence (BI) tool – Preferred

TECHNICAL/SOFT SKILLS

• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial reporting tools and software (e.g., Excel, Power BI, etc).
• Excellent communication and interpersonal skills.
• High level of self-motivation, resourcefulness, and client service orientation.
• Ability to manage multiple priorities and deliver high-quality results under tight deadlines.

LEADERSHIP SKILLS

• 5+ years’ experience managing staff - Required
• Demonstrated success in influencing and engaging stakeholders, building collaborative relationships while managing conflicting priorities - Required
• Demonstrated ability to respond positively to changing circumstances, seek and implement change to drive business improvement, and serve as a model of change - Required
• Strong communication skills; Able to communicate effectively with people at all levels of the firm - Required
• Able to motivate, inspire and develop individuals and teams to collaborate and deliver to their highest potential - Required

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 .

As an Affirmative Action and Equal Opportunity Employer, all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

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. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $132,600 - $234,900

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.