Finance Performance Solutions, Manager

Posted Yesterday
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Toronto, ON, CAN
In-Office
98K-167K Annually
Senior level
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Experience the power of being understood.
The Role
Lead and deliver finance transformation and optimization projects (operating model, processes, technology, shared services, automation, post-merger integration). Manage teams, client relationships, project financials, business development, and market growth in Toronto and North America. Provide hands-on support for accounting, data reconciliation, system selection and deployment, mentor staff, and develop new finance solutions. Frequent travel required.
Summary Generated by Built In

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.

RSM's Finance Performance Solutions team within the Management Consulting practice provides strategy, advisory services, and hands-on assistance to improve the overall effectiveness of the finance function.

We are looking for a Manager to join our team and work with businesses in diverse industries while managing teams to deliver projects on time, on budget and in line with client expectations. You will work on numerous projects per year, managing several pieces of assignments, not just one small part, and you will feel a great sense of accomplishment when you are done. You will also work in a mutually respectful team environment which will help you perform at your best and advance your career and professional capabilities.

This role is an in-market leadership and delivery role:

  • Identifying, growing and developing opportunities, accounts and relationships in the Toronto market alongside Management Consulting leadership.

  • Bringing the full strength of the firm across Consulting (e.g. Risk, Actuarial etc.) as well as across our other Lines of Business (i.e. Audit & Tax) to drive growth within the Toronto market

  • Support with the development and growth of a delivery team within Finance Performance in Toronto (and across other Management Consulting – e.g. Technology Advisory, Human Capital Advisory, Program & Project Management etc.) focused on serving clients

  • Being ‘hands-on’ and delivering on client engagements alongside our Finance Performance and Management Consulting teams

  • Having a secondary focus on our broader North American market alongside our North American teams – this includes having a secondary focus on North American growth through various channels as well as delivery on North American projects

Responsibilities

  • Lead the execution of projects to help optimize all elements of the finance organization including:

  • Finance Operating Model Assessment

  • Business Process Improvement

  • Finance Technology Assessment and System Selection

  • Shared Services Implementation

  • Business Case Development

  • Post-Merger Integration

  •  Finance Automation

  •  Finance Transformation

  • Finance Technology Deployment

  • Drive high-quality work within expected timeframes and on budget

  • Monitor progress, manage risk and ensure clients are kept informed about progress and expected outcomes

  • Embrace a ‘hands-on’ approach as needed to help clients overcome specific challenges including support with accounting month/period-end, data clean-up, data review and data reconciliation, and direct support with accounting standards adoption/transition (e.g. transition to IFRS, adoption of new accounting standard)

  • Get regularly involved in internal and external business development activities and identify new opportunities through various channels

  • Understand firm capabilities and have ability to expand client service across lines of business

  • Manage engagement and project financials

  • Develop industry specialization and drive targeting, marketing, and training activities within the industry of focus

  • Build client relationships and deliver quality client services

  • Oversee and drive multiple concurrent projects to completion and assist our clients uncover additional areas of opportunity and manage the business development process

  • Develop new products, solutions, and deliverables for the rapidly changing finance environment

  • Provide mentoring and motivate diverse client engagement teams by delivering constructive on-the-job coaching to team members, while fostering an innovative and inclusive team-oriented work environment

Basic Qualifications

  • Bachelor’s degree in accounting or finance

  • 5 – 7 years’ experience working in a professional services or CPA firm

  • 2+ years of experience leading and managing project teams

  • Experience as a team lead or project manager on at least one full life cycle technology implementation / finance transformation

  • Expert understanding of the finance and accounting function and the people, process, technology and controls that support that function

  • Subject matter expertise in financial business processes, including procure to pay, order to cash, record to report, acquire to retire, plan to act (FP&A), treasury management as well as other functions under the CFO’s purview

  • Extensive experience in developing and building proposals

  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment

  • Executive presence and an understanding of stakeholder/client relationship management

  • Proven experience collaborating with clients and other professional services areas

  • Ability to travel more than 50% locally and internationally

  • Strong oral and written communication skills, including presentation skills

Preferred Qualifications

  • CPA or MBA

  • Previous experience serving in the following industries / sectors considered extremely valuable:

    • Canadian Public Sector (Federal, Provincial, Regional, Municipal & adjacent agencies)

    • Canadian Institutional Funds / Pension Funds

    • Real Estate

    • Insurance & Re-Insurance

    • Private Equity

  • Operational, Full-Cycle Accounting and Finance experience valued

  • Functional understanding of finance technology/ERP application capabilities including NetSuite, Intacct/Sage, Microsoft Dynamics, BlackLine, Workiva, Adaptive Insights (Workday), and/or Oracle EPM/Hyperion

  • Fundamental and foundational understanding of AI and the applicability to Finance and Accounting.  This includes the ability to identify specific functional use-cases for Artificial Intelligence across the Finance and Accounting Operating Model as well as the ability to articulate leading practices associated with phased-AI adoption for the Finance and Accounting function.

  • Experience in defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines

  • Experience in the development of teams

  • Exposure to or experience in mid-market industries and demonstrated commitment to gaining exposure to multiple industries

  • Industry or profession-focused certifications like Six Sigma and/or PMP

  • Experience delivering post-merger integration and carve-out initiatives in the finance space

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 https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; 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; 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 Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.   

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 [email protected].

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: $98,000 - $167,000

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

Skills Required

  • Bachelor's degree in accounting or finance
  • 5 - 7 years' experience working in a professional services or CPA firm
  • 2+ years of experience leading and managing project teams
  • Experience as a team lead or project manager on at least one full life cycle technology implementation / finance transformation
  • Expert understanding of the finance and accounting function and the people, process, technology and controls that support that function
  • Subject matter expertise in financial business processes (procure-to-pay, order-to-cash, record-to-report, acquire-to-retire, FP&A, treasury management)
  • Extensive experience in developing and building proposals
  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
  • Executive presence and stakeholder/client relationship management
  • Proven experience collaborating with clients and other professional services areas
  • Ability to travel more than 50% locally and internationally
  • Strong oral and written communication skills, including presentation skills
  • CPA or MBA
  • Experience in Canadian Public Sector, Institutional Funds/Pension, Real Estate, Insurance/Re-Insurance, or Private Equity
  • Operational, full-cycle accounting and finance experience
  • Functional understanding of finance technology/ERP application capabilities (NetSuite, Intacct/Sage, Microsoft Dynamics, BlackLine, Workiva, Adaptive Insights/Workday, Oracle EPM/Hyperion)
  • Fundamental understanding of AI and its applicability to Finance and Accounting
  • Experience defining systems strategy, requirements, prototyping, testing, training, support procedures, and implementing solutions
  • Experience in development of teams
  • Exposure to mid-market industries
  • Industry or profession-focused certifications like Six Sigma and/or PMP
  • Experience delivering post-merger integration and carve-out initiatives in the finance space

RSM US LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RSM US LLP and has not been reviewed or approved by RSM US LLP.

  • Parental & Family Support Benefits include up to $50,000 in fertility coverage, up to $20,000 for adoption or surrogacy, 12 weeks of paid parental leave, six weeks of paid family caregiver leave, and backup care support. Feedback suggests these programs are a standout strength for parents and caregivers.
  • Leave & Time Off Breadth Time off provisions include self-managed PTO for associates and above, at least 14 paid holidays, and additional wellbeing days. Feedback suggests this breadth helps offset mid-market base pay perceptions.
  • Healthcare Strength Health offerings include two HDHP medical plans with firm HSA contributions, dental and vision coverage, telehealth, and a mental-health platform with free coaching/therapy sessions. Feedback suggests the combined health and wellbeing resources enhance total rewards.

RSM US LLP Insights

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The Company
HQ: London
19,318 Employees
Year Founded: 1926

What We Do

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. For more information, visit rsmus.com.

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