Teams at RSM US LLP

Supports enterprise proposal pursuits by preparing, coordinating, reviewing, and maintaining high-quality, compliant, brand-aligned proposal materials. Responsibilities include developing messaging, updating CRM and SharePoint records, ensuring accurate content and graphics, supporting quality control, collaborating with growth and pursuit teams, and contributing to training, content enhancements, and pursuit-related initiatives.

Oversee global daily cash management, liquidity, cash-flow forecasting, banking activities, payments, short-term investments, borrowing, and bank relationships. Manage treasury accounting, general ledger entries, reconciliations, reporting, audits, and financial close support. Partner with Accounting, FP&A, Tax, Payroll, Accounts Payable, and Accounts Receivable to improve cash visibility, optimize working capital, and maintain accurate financial records. Support treasury systems, ERP platforms, bank connectivity, and payment technology improvements.

Leads interim CFO engagements for middle-market clients undergoing ownership transitions, M&A, refinancing, restructuring, rapid growth, or transformation. Provides strategic and hands-on finance leadership, including FP&A, forecasting, cash flow management, performance reporting, team development, process improvement, and executive-level decision support. Partners with founders, boards, investors, lenders, and senior leadership while representing RSM and delivering defined-term client outcomes.