Management Consulting Senior Associate, Finance Performance

Posted 10 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
85K-162K Annually
Senior level
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Experience the power of being understood.
The Role
Advise clients on finance-function optimization, transformation, process improvement, operating models, shared services, and technology enablement. Execute consulting engagements within scope, budget, and timelines; analyze processes and data; monitor project risks; develop solutions and service offerings; support business development and industry research; and communicate with clients and senior executives. Mentor junior staff and contribute to recruiting, cross-selling, and client relationship development.
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, 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 Management Consulting - Finance Performance practice provides strategic advisory to our clients to enhance the overall effectiveness and efficiency of the Finance function. As a Management Consulting Senior Associate in the Finance Performance practice, you will collaborate with businesses across various industries, working with a team to ensure the timely, budget-compliant, and client-focused delivery of engagements. Engaging in multiple projects annually, you will contribute to several aspects of each engagement, fostering a comprehensive and fulfilling work experience. Our supportive and respectful team environment empowers our consultants to excel, advancing their careers and professional skills.


Responsibilities

  • Project Execution: Assist in optimizing all elements of the finance organization, including finance assessment, target operating model definition, business process improvement, enterprise transformation, and finance technology enablement and deployment.
  • Finance Function Expertise: Demonstrate an understanding of finance and accounting functions and the people, processes, and technology components that support them, such as Procure to Pay, Order to Cash, Source to Report, Acquire to Retire, and Forecasting & Planning.
  • Quality Delivery: Deliver high-quality work within expected timeframes, scope, budgets, and client expectations.
  • Digital Delivery: Leveraging digital skillsets – e.g. experience with visualization tools like PowerBI, Tableau as well as automation technologies such as Alteryx, continue to focus on modernizing our service delivery model within Management Consulting through the digitization of our service offerings.
  • Project Monitoring: Assist with the monitoring of project progress, management of risk, and ensure project teams and clients are informed about key milestones, engagement progress, and expected outcomes.
  • Business Development: Participate in internal and external business development activities and networking.
  • Cross-Selling: Understand firm capabilities across lines of business to identify cross-selling opportunities.
  • Industry Research: Identify industry focus areas, assist with industry research, and support prospect and existing client targeting activities.
  • Project Execution: Contribute to the execution of individual projects to completion, identifying opportunities and solutions to client challenges.
  • Service Development: Assist in developing new service offerings, innovative solutions, and deliverables for the rapidly changing finance environment and market.
  • Mentorship: Effectively manage, coach, and develop junior resource s and peers by providing timely and actionable feedback, as well as recruitment and retention efforts.
  • Communication: Communicate effectively both internally and externally with client employees, C-suite executives and/or private equity partners to develop and foster client relationships.

Basic Qualifications:

  • Bachelor’s degree in Finance, Accounting, Technology or other related discipline
  • Minimum 2 years’ experience working in a large organization, professional services firm or CPA firm.
  • Ability to demonstrate knowledge in advising Finance organizations on the above business processes.
  • Experience in at least one of the following focus areas:
    • Finance Transformation
    • Business Process Improvement
    • Shared Services
    • Technology Enablement
  • Excellent critical thinking skills and ability to solve complex business problems through fact gathering, business process mapping, and data analysis.
  • Ability to work in a fast-paced, ever-evolving work environment and deal effectively with ambiguity.
  • Must be a team player; demonstrate attention to detail and problem-solving skills; able to effectively work independently and in a team environment.
  • Excellent verbal and written communication, project management, and organizational skills.
  • Proficiency in MS Word, MS PowerPoint, MS Project, MS Visio, MS Teams, MS Outlook, OneDrive, LucidCharts, Smartsheet
  • Ability to travel up to 30%

Preferred Qualifications:

  • Functional understanding of financial systems, business processes, and concepts in process redesign
  • Digital experience and skillsets with enabling tools such as PowerBI, Alteryx, SQL Server, VBA, Python etc.
  • Experience developing and delivering proposals to include scope, approach, timeline, team structure, and fees.
  • Experience serving clients across multiple industries.
  • Depth of experience in specific industries and sectors, specifically TMT (Technology, SaaS, Media), Real Estate and Construction, Manufacturing, Insurance and Banking
  • Industry or professional focused certification (Six Sigma / PMP / CPA a plus)
  • MBA or other equivalent or relevant graduate degree

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.


We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.


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; 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; US Military/Veteran status; 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 [email protected].


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. For those living in California or applying to a position in California, please click here for additional information.


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: $85,100 - $161,700

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

Skills Required

  • Bachelor's degree in Finance, Accounting, Technology, or a related discipline
  • At least 2 years of experience in a large organization, professional services firm, or CPA firm
  • Knowledge of advising finance organizations on finance business processes
  • Experience in finance transformation, business process improvement, shared services, or technology enablement
  • Critical thinking and ability to solve complex business problems through fact gathering, process mapping, and data analysis
  • Ability to work in a fast-paced, evolving environment and manage ambiguity
  • Teamwork, attention to detail, independent work ability, and problem-solving skills
  • Verbal and written communication, project management, and organizational skills
  • Proficiency in Microsoft Word, PowerPoint, Project, Visio, Teams, Outlook, OneDrive, Lucidchart, and Smartsheet
  • Ability to travel up to 30%
  • Functional understanding of financial systems, business processes, and process redesign
  • Digital experience with Power BI, Alteryx, SQL Server, VBA, or Python
  • Experience developing and delivering client proposals covering scope, approach, timeline, team structure, and fees
  • Experience serving clients across multiple industries
  • Industry experience in technology, SaaS, media, real estate, construction, manufacturing, insurance, or banking
  • Six Sigma, PMP, or CPA certification
  • MBA or equivalent relevant graduate degree

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 — 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.
  • 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.
  • 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.

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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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