Deal Services, Strategic Finance and FP&A Consulting - Managing Director

Reposted 6 Days Ago
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San Francisco, CA, USA
In-Office
182K-398K Annually
Expert/Leader
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Experience the power of being understood.
The Role
The Managing Director leads Strategic Finance and FP&A consulting, guiding clients through financial strategies, valuations, and M&A transactions, while supervising staff and fostering client relationships.
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 is currently seeking a Managing Director to join our Strategic Finance and FP&A team within our Deal Consulting Services practice. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company’s life cycle via in-depth consulting and financial modeling. The ideal Managing Director candidate has 12+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.Responsibilities:
  • Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures
  • Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
  • Study economic and business trends
  • Be current with business and economic issues relevant to the client’s business.
  • Utilize technology and tools to provide innovative high value services
  • Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
  • Train, oversee and support staff members
  • Develop new business and maintain strong relationships with clients
Qualifications:
  • 10+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings
  • 5+ years of experience developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
  • Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
  • Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
  • Client deliverables, findings, and solutions 
  • Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
  • Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
  • Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor’s, work experience involving financial analysis; OR a Master’s degree in Business, Accounting, Finance,
  • Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
  • Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
  • Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
  • Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
  • Willingness to travel up to 25% to meet client needs

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/working-at-rsm/benefits.

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: $181,900 - $397,700

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

Skills Required

  • 12+ years of related experience in a high growth setting
  • 5+ years of experience developing fully integrated 3-Statement financial models in Microsoft Excel
  • Advanced financial modeling experience
  • Prior knowledge working with commercial banking or financial planning
  • Willingness to travel up to 25%

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: Chicago, IL
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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