CFO Advisory Director

Posted:
8/18/2024, 5:00:00 PM

Location(s):
Illinois, United States ⋅ Chicago, Illinois, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Finance & Banking

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 purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.

RSM is currently seeking an experienced, in-market and growth-focused Director for our Management Consulting CFO Advisory practice who has a successful track record and strong advisory background! As a leader within the CFO Advisory service line, you will support the development and growth of the practice, while drawing upon your experience to advise and guide our clients to solve their complex business needs. Your previous experience will enable you to pursue, close and execute services such as finance strategy, operating model design, finance technology deployments, finance assessments, and business/finance transformation, including the alignment and enablement of necessary and appropriate technologies and automation. 

All engagements will require your leadership and guidance while managing teams deployed, delivering quality, and ensuring the optimal client experience. You will be responsible for relationship building and client management on and off-site, staff supervision/coaching, and operations & risk management, while serving our key markets and industries across North America.

Our CFO Advisory service line is exciting, growing and offers tremendous career opportunities, including a defined path to senior leadership at the firm (Managing Director or Partner and Owner).

Responsibilities

  • Accountable for both in-market and national growth of the practice through the development and nurturing of defined growth channels (internal and external) across the firm.
  • Oversee the execution of projects to help optimize all elements of the finance function and overall business transformation including finance assessments, business process improvement, Finance & Business Target Operating Model design, Finance and enterprise technology deployments, shared services implementation, business case development, post-merger integration, Finance automation and overall Finance transformation.
  • Hold accountability for the overall quality of work delivered to clients and facilitating issue resolution with stakeholders, as well as for engagement/project financials and subsequent impact on our firm’s financials
  • Provide mentorship and motivation to diverse client engagement teams by delivering constructive on-the-job coaching to team members, while fostering an innovative and inclusive team-oriented work environment
  • Drive internal and external business development activities and regularly identify and sell new opportunities through various channels
  • Develop new products, solutions, and deliverables for the rapidly changing Finance environment

Basic Qualifications

  • Bachelor’s Degree in Accounting or Finance, combined with a CPA or MBA
  • Minimum of 8 - 10 years of experience in a consulting firm providing advisory or consulting services, preferably from a major consulting or accounting firm
  • Demonstrated experience leading and growing high-performing teams, with a focus on revenue and profitability growth
  • Expert understanding of the finance and accounting function and the people, processes, technology, and controls that support the finance function
  • Experience supporting the management and/or development of a practice, including people management, financial management, and growth initiatives
  • Demonstrated industry expertise and ability to drive targeting, marketing and training activities within industry and align on efforts with the national industry team
  • 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
  • Ability to ramp up quickly to serve as an expert on our firm’s capabilities and to expand client services across lines of business
  • Demonstrated experience providing consulting or advisory services to the office of the CFO including financial, operational, technology and management functions
  • Conceptual understanding of applicable emerging technologies (e.g. blockchain, AI & ML) and relevance to the finance and accounting function
  • Experience in one or more of the following areas:
    • Finance Strategy
    • Finance Function Transformation and Technology Enablement (Automation)
    • Business Process Improvement
    • Shared Services Advisory
    • Finance Post Merger Integration
  • Expertise, knowledge, and aptitude for developing and delivering accounting and technology services solutions
  • Strong understanding of technology including system selection, implementation management or application optimization experience
  • Experience with practice development and management, marketing and thought leadership resulting in new business relationships
  • Experience in managing client relationships and leveraging them to sell solutions
  • Capability to effectively manage overall client relationships while exceeding expectations
  • Ability to provide effective communication to both our clients and project teams
  • Capacity to attract, retain and elevate top talent
  • Willingness and ability to travel more than 50% across North America and sometimes internationally, when required

Preferred Qualifications

  • Previous experience serving (or working in) Private Equity operations considered a valuable asset
  • Previous full-cycle experience with finance technology implementations, with a preference toward Oracle NetSuite and/or Microsoft Dynamics (Oracle Cloud experience also valuable).
  • Operational Accounting and Finance experience within industry also valued
  • Technical skillsets and experience including SQL server reporting, MS PowerBI, Alteryx, VBA & macro programming
  • Conceptual understanding of technology application landscape and associated infrastructure, including ability to articulate benefits and drawbacks of cloud technology vs. on-premise
  • Functional experience with Finance and Accounting point solution platforms such as Oracle EPM, Workday Adaptive, BlackLine, Workiva and Kyriba considered an asset
  • Industry or profession-focused certification such as Six Sigma or PMP

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.

As an Affirmative Action and Equal Opportunity Employer, 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 (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 US uniformed service; 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

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: $137,200 - $276,100

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