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.
Job Summary
The FP&A Analyst will support the Financial Planning & Analysis team in delivering high-quality planning, forecasting, reporting, and analytical support across the firm. This role will work closely with FP&A leaders, business finance partners, and functional stakeholders to support budgeting, forecasting, performance reporting, financial analysis, and continuous improvement initiatives.
The ideal candidate needs to be highly analytical, detail-oriented, and eager to develop a broad understanding of financial planning, professional services economics, and business performance management.
Essential Duties
Key Responsibilities:
- Planning & Forecasting Support:
- Support annual budgeting, quarterly forecasting, and long-range planning processes.
- Assist in collecting, validating, and consolidating financial inputs from business and functional leaders.
- Maintain planning templates, schedules, and supporting documentation.
- Prepare forecast variance analyses and identify key drivers impacting performance.
- Support scenario modeling and sensitivity analysis.
- Collaborate with Global FP&A teams and support HQ reporting requirements
- Financial Analysis:
- Analyze revenue, headcount, utilization, pricing, and expense trends.
- Develop recurring and ad hoc analyses to support business decision-making.
- Identify risks and opportunities impacting revenue, margin, and profitability.
- Support investment business cases and ROI analyses.
- Assist in evaluating operational and financial performance against targets.
- Reporting & Insight:
- Prepare monthly management reporting packages and executive summaries.
- Support the development and maintenance of KPI dashboards and performance scorecards.
- Ensure accuracy and consistency of financial data used in reporting.
- Assist in translating financial results into actionable business insights.
- Business Partner Support:
- Collaborate with FP&A managers and business finance leaders to support Line of Business and functional reviews.
- Assist in preparing materials for monthly and quarterly business reviews.
- Respond to routine reporting and analysis requests from finance and business stakeholders.
- Support the communication of financial results and planning assumptions.
- Process Improvement and Finance Transformation:
- Support initiatives to improve planning, forecasting, reporting, and analytics processes.
- Assist with testing and validation of financial systems, reports, and enhancements.
- Help document financial processes and maintain standard operating procedures.
- Identify opportunities to improve efficiency, automation, and data quality.
- Data Management & Quality
- Perform data validation and reconciliation activities across financial systems.
- Ensure consistency of financial and operational data used in planning and reporting.
- Assist in maintaining master data structures, planning assumptions, and supporting schedules.
- Support data integrity efforts during budgeting and forecasting cycles.
Minimum Qualifications
EDUCATION/CERTIFICATIONS
CA, CPA, MBA or equivalent degree – Required
Finance, Accounting, Economics, Business Analytics major - Preferred
TECHNICAL/SOFT SKILLS
Required:
- Strong Microsoft Office skills
- Strong analytical and problem-solving capabilities
- Understanding of financial statements and key financial metrics
- Excellent attention to detail and organizational skills
- Effective written and verbal communication skills
- Analytical mindset with the ability to interpret and work with large datasets
- Ability to work autonomously and part of a team
- Effective organization and time management skills
- Solid understanding of developing data requirements
Preferred:
- Experience supporting budgeting, forecasting, or management reporting processes.
- Exposure to financial planning systems and reporting tools.
- Experience working with large data sets and financial models.
- Knowledge of professional services or project-based businesses.
EXPERIENCE
Required:
- 2 to 3 years of experience in FP&A, finance, accounting, consulting, or related analytical roles
- Advanced Microsoft Office skills
- Previous experience analyzing data and predicting future outcomes
Preferred:
- Experience / knowledge of Business Intelligence (BI) tool
- Previous experience with Power BI, Workday Adaptive Planning, or similar reporting and planning tools.
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://rsmus.com/careers/india.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; 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel 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 send us an email at [email protected].
Skills Required
- CA, CPA, MBA, or equivalent degree
- Finance, Accounting, Economics, Business Analytics, or related educational background
- Strong Microsoft Office skills
- Strong analytical and problem-solving capabilities
- Understanding of financial statements and key financial metrics
- Excellent attention to detail and organizational skills
- Effective written and verbal communication skills
- Ability to interpret and work with large datasets
- Ability to work autonomously and as part of a team
- Effective organization and time management skills
- Solid understanding of developing data requirements
- Two to three years of experience in FP&A, finance, accounting, consulting, or related analytical roles
- Advanced Microsoft Office skills
- Previous experience analyzing data and predicting future outcomes
- Experience supporting budgeting, forecasting, or management reporting processes
- Exposure to financial planning systems and reporting tools
- Experience working with large datasets and financial models
- Knowledge of professional services or project-based businesses
- Experience or knowledge of a Business Intelligence tool
- Previous experience with Power BI, Workday Adaptive Planning, or similar reporting and planning tools
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.
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Parental & Family Support — Parental leave, caregiver leave, and family‑building assistance are standout strengths, including 12 weeks fully paid parental leave, six weeks paid family caregiver leave, up to $50,000 in fertility coverage, and up to $20,000 per child for adoption or surrogacy, plus backup care resources. These benefits create a family‑forward package that stands out within the firm’s total rewards.
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Leave & Time Off Breadth — Time‑off options are broad, with self‑managed PTO for associates and above, at least 14 paid holidays, and firm‑wide wellbeing days alongside hybrid work flexibility. This breadth is consistently presented as a strong component of the overall offering.
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Healthcare Strength — Medical coverage includes multiple plan designs (two HDHPs and a PPO), telehealth access, and a mental‑health platform offering up to eight free 1:1 sessions per year. Health benefits are characterized as solid to strong for the industry.
RSM US LLP Insights
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.
