Pentegra Retirement Services jobs - 85 jobs

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 looking for an Assurance Manager to join our team with a focus on serving clients of foreign origin in our Foreign Investment Practice clients. We're seeking an individual with profound business expertise coupled with strong cultural ties to France or Germany. In this role, you will harness your cultural insight and business acumen to deliver innovative solutions to foreign-owned companies on a global scale. Responsibilities: Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables Understand and utilize RSM's Audit Methodology Manage multiple engagement teams and prepare end-of-engagement evaluations for staff Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives Subscribe to and actively read industry publications and share relevant information with clients as considered applicable Anticipate and address client concerns and escalate issues as they arise Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth Manage profitability of projects Identify and communicate accounting and auditing matters to Senior Managers and Partners Identify performance improvement opportunities Ensure professional development through ongoing education Keep abreast of latest developments as they affect accounting standard (US GAAP, IFRS, other local GAAPs) and the Firm's standards and policies Willingness to travel 25% of the year nationally and abroad, depending on client's needs Required Qualifications: BS/BA Degree in Accounting or equivalent degree [US or abroad] CPA or CA Certification 5+ years of current or recent experience in a public accounting environment Deep understanding of the culture and business practices in France or Germany Fluent in French or German, to include but not limited to speaking, writing and reading Proven track record of managing relationships with foreign-owned companies with significant operations in North America Experience leading teams and mentoring junior staff Understanding of audit services with knowledge of multiple accounting standards (US GAAP or IFRS) and auditing standards (US GAAS or ISA) A proven record of building profitable, sustainable client relationships Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements Preferred Qualifications: A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagement 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 ************************************************** 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 ************ or send us an email at *****************. 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: $89,800 - $170,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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 looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: Performs financial due diligence for clients who are acquiring and divesting businesses Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements Uses various software tools as designated by the firm Interacts with the other functional areas of the practice including tax, audit and other consulting practices Assists in preparing proposals and engagement letters Represents the firm in community activities and professional associations Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm. Prior Financial Due Diligence experience is required. Supervision / Team Leadership experience Ability to direct and manage client engagements Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Ability to travel up to 10-15% locally and nationally Experience in energy industry (power and utilities, renewable, oil and gas, etc.) Preferred Qualifications: CPA certification Master's degree preferred Able to work within tight deadlines and take responsibility for getting the job done in a timely manner 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 ************************************************** 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 ************ or send us an email at *****************. 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: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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. At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Examples of the candidate's responsibilities include: Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues Developing an understanding of the RSM audit approach and tools Assessing risks and evaluating the client's internal control structure Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues Drafting financial statements under prescribed formats Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred 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 ************************************************** 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 ************ or send us an email at *****************. RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. 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: $36 - $43 per hour

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 Accounting and Finance Consulting (AFC) practice is looking for skilled professionals to join us at the Manager level. RSM's AFC practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments daily. We provide accounting, technology and consulting services to private, lower middle market clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, life science, not-for-profit, consumer products and professional service organizations, just to name a few. This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities. In addition, you will have the ability to learn and efficiently use our best-in-class cloud-based technology stack. FS+ Managers will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers. We operate in a team-based environment and have a proven track record of delivering exceptional value to our customers. The key attributes that will make someone successful in this role include: * Ability to manage, coach, and motivate a team * Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set * Superior ability to prioritize and focus in a dynamic, multi-tasking environment * Willingness to learn and work with emerging technology solutions such as OCR(Optical Character Recognition), AI(Artificial Intelligence) and Accounting BOTS * Professional presentation and great communication skills as contact with clients will be extensive * Interest in personal/professional development and advancement * Dedication to lifelong learning, including staying abreast of best practices in financial management * Ability to analyze and interpret - not just report - financial information to add value to client businesses as a trusted adviser * Solid Excel skills (create tables, use formulas, pivot tables) Responsibilities: * Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients * Work in client technology environments as well as within the FS+ tech stack * Participate in client design sessions to analyze requirements and redesign business processes in connection with FAO best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc. * Lead, manage and coach client services representatives, associates, senior associates and supervisors * Review client's monthly financial statements including month over month variance analysis and / or actual to budget analysis * Analyze and interpret financial information for client management and provide actionable insight and decision support * Continuously identify opportunities to enhance the clients' monthly operations and make suggestions for process improvements * Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies. * Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects. * Establish engagement budgets * Direct initial assessments, implementations and onboarding of new FAO clients * Write service agreements and statements of work * Participate in meetings with new client prospects and in the proposal process Qualifications * A minimum of a Bachelor's degree * CPA is highly preferred * Experience performing and reviewing property-level accounting and finance functions required * Experience working with property managers to resolve accounting issues, address concerns, and explain variances required * Expertise in Real Estate technology systems is required (i.e., Yardi, MRI, RealPage, Appfolio, etc.) * Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required * Progressive experience in accounting and financial management in a real estate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance CFO. * Strong technical financial accounting (GAAP, NCREIF, FMV, etc.) knowledge * Strong management accounting and operational finance knowledge * Excellent communication skills across all level of an organization and functional areas (i.e., property managers, accounting staff, management, investors, etc.) * Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.) * Proven leadership, management and coaching skills * Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects. * Experience with automated accounting systems (i.e., Yardi, MRI, RealPage, Appfolio, Intacct, NetSuite, Blackline, Bill.com, Tallie) 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 ************************************************** 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 ************ or send us an email at *****************. 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: $88,900 - $168,300 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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. We are looking for experienced professionals to join our rapidly growing Global Banking Risk Consulting Practice. Candidates for this role will join a diverse, high performing team of professionals with extensive experience working with top US and Global Banking institutions in a multitude of capacities. As a member of our Risk Consulting practice, focused on serving global banking institutions, candidates will step into a dynamic culture that values innovative thinking, solution focused collaboration, and diversity of thought and experience, all while providing opportunities for professional growth and advancement. Our Global Banking Risk Consulting practice works with leading banking institutions who depend upon effective risk management, internal audit, and governance over their business processes to achieve their business objectives, comply with evolving regulatory demands, and meet the needs of internal and external stakeholders. Our Directors assist clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. As a Director in the Global Banking consulting practice, you will work with a variety of complex global banking organizations as they continue to transform their risk management and assurance capabilities to be aligned to the key risks and strategies of their organization. You will work closely with clients to develop strong and collaborative working relationships, built on a deep understanding of their businesses, their challenges, risks, and strategy. Key Responsibilities Technical Experience Advanced understanding of general controls concepts and their application in differentiated client environments, specifically within complex global banking organizations. Global banking industry experience with interpreting policies, procedures, and controls of our clients' business applications, networks, operating systems, and other components of their technology infrastructure, and ability to effectively articulate professional observations and practical prior banking experience with RSM team members and client stakeholders. Experience in consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and opportunities. Advanced ability to independently assess and provide practical guidance on the appropriateness of internal controls, assessing their design and operational effectiveness, determining risk exposures and developing remediation plans, determining technical and business impact of identified security and control issues, and providing remediation guidance to clients. Reviewing the documentation, evaluation, and testing of application controls, particularly automated controls on a wide range of externally developed and in house developed software applications across a variety of client business processes. Advanced understanding of the use of key reports, data transmissions, input/output data controls, and data lineage in business operations. Ability to interpret and articulate technical findings and recommendations to a broad range of senior management stakeholders. Proficiency in understanding and articulating emerging trends within the global banking sector (e.g. machine learning/automation, use of data and analytics, etc.). Client Experience Leverage understanding of global banking industry trends to think critically about complex challenges and propose dynamic solutions. Identify current and relevant global banking industry thought leadership to share with the client. Own management level relationships and interact with executive level stakeholders. Drive collaboration with external stakeholders. Lead risk assessment management interviews and collaborate in the development and execution of audit plans. Perform review of client deliverables including process narratives/flowcharts, risks and control matrices, detailed testing of controls, and suggested remediation and process improvement opportunities. Lead formal closing meetings with clients to share and confirm deliverables. Maintain overall responsibility for project economics and manage expectations around billing, monitoring, and collections. Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business. Business Development Actively participate in relevant industry associations and events to develop and/or maintain industry focus and relationships. Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm. Assist in writing, developing, and delivering thought leadership internally and externally. Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets. Contribute to pursuits through development of proposals and other materials. Position Qualifications Bachelor's or master's degree in business, accounting or related discipline A minimum of eight (8) years of professional experience with risk management, external audit, internal audit, IT audit or other compliance related work serving large global banking institutions. Prior public accounting or professional services firm experience is preferred. Experience leading project based work with milestones and workflow driven by objectives and defined timelines. Experience managing people, mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations. Good understanding of relevant regulations and industry standards (e.g., FFIEC, SOX, COSO, COBIT) and best practices and methodologies to address these requirements. Must possess a relevant professional certification including Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA ), Certified Information Systems Security Professionals (CISSP ); Certified Information Security Manager (CISM ) and/or Certified Information Privacy Professional (CIPP). Must be able to interpret and convey technical information across various levels of technical aptitude, including senior management. This includes written and oral communications. Strong interpersonal skills. Effective written, verbal, and presentation skills, including interaction with members of client management. Ability to travel to meet client needs and work collaboratively with others in-person or remotely. Demonstrated success in high pressure scenarios. 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 ************************************************** 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 ************ or send us an email at *****************. 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: $126,500 - $254,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! Position Description We are looking for a highly effective NetSuite Support Specialist to join our NetSuite team remotely full-time. This person will utilize best practices and methodologies to respond to and resolve support requests from clients and as needed, identify and route consulting/development requests to the appropriate team members. This candidate must have very strong written and oral communication skills, be highly organized, be capable of multitasking and managing projects, and have prior help-desk experience. This candidate will need to have balanced knowledge and abilities from both a functional and technical skill set as well as be comfortable training users. Essential Duties & Responsibilities Respond to support requests within the contracted response time Track and manage open cases to resolution within ticketing system Troubleshoot issues in NetSuite and related products Experience interacting with NetSuite Support Gather client requirements and document functional specifications Perform system testing and client end user training Create / troubleshoot financial statements using NetSuite Troubleshoot and support NetSuite applications and add-ons Complete project tasks as assigned, on time and budget Strong financial / accounting background Understand inventory, distribution & manufacturing concepts Qualifications 2-4+ years working with NetSuite in a support or consulting capacity At least one (1) year working in a help-desk role SuiteFoundation Certification required NetSuite Administrator Certification required NetSuite ERP Consultant Certification preferred Demonstrated understanding and experience with basic ERP system modules including core financials, distribution and OneWorld. Manufacturing experience preferred. Thorough understanding of business processes including: Order to Cash; Procure to Pay; Fixed Assets; Record to Report SuiteBilling; Revenue Management/ARM Experience with NetSuite SuiteFlow & Advanced Approvals preferred Experience supporting NetSuite integrated applications (Banking/ACH, Avalara, Concur, BILL, RF Smart, etc.) Ability to review, understand, analyze middleware integration logs (i.e. Celigo, Boomi, etc.) Ability to define, create and complete project deliverables with minimal guidance Ability to independently manage individual time and tasks Ability to quickly adapt to new requirements and changing situations Ability to create and complete documentation Exhibits professionalism at all times Excellent written and verbal communication Education Bachelor's degree in computer science, engineering, MIS, Accounting or equivalent preferred NetSuite certifications listed in qualifications About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

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 seeking a Tax Partner to join our Corporate Tax practice in New York or Boston. As a leader within RSM's corporate tax services practice, you will have the opportunity to help our public and private multinational corporate tax clients meet their accounting for income tax reporting requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business. You'll advise clients on their tax strategy using both your industry experience and technical expertise with a cross functional team, while delivering a customized technology-enabled service delivery model to facilitate better decision making in achieving our clients' strategic objectives. Responsibilities: * Client Service - Manage and build trusting client relationships; understand clients' business challenges and goals; work collaboratively with clients and service teams to deliver exceptional value and quality; manage and drive the success of multiple engagements while enhancing profitability; provide additional insights and business solutions that result in expanded business to clients * Business Development - Lead the development and execution of growth strategies; actively represent the firm in the business community to promote our brand and capabilities; develop and close new business * People Management - Attract, develop and retain top talent; serve as a mentor and coach for emerging leaders; ensure effective communication and alignment of priorities * Expertise Development - Stay current on latest regulatory and legislative developments as they affect GAAP, as well as the firm's standards and policies; continue to expand expertise in technical areas Basic Qualifications: * Bachelor's degree in Accounting and CPA * 12+ years in public accounting with a focus in corporate federal tax compliance and tax consulting and strong ASC 740 experience * A proven record of simultaneously managing multiple projects and engagement teams for various clients * A proven record of building profitable, sustainable client relationships * Highly developed problem solving and analytical skills * Project management and critical thinking skills * Excellent written and verbal communication skills * Strong Microsoft Excel and Word skills required * Outstanding organizational and time management skills; ability to prioritize multiple assignments Preferred Qualifications: * MST or JD desirable 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 ************************************************** 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 ************ or send us an email at *****************. 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.

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for knowledgeable tax and accounting a Senior to join our firm's Real Estate Group. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. Responsibilities: Assume responsibility for completing multiple client assignments Preparation of year-end tax closings including recording transactions, journal entries and review of books and records Preparation of compiled financial statements Prepare corporate, partnership, fiduciary and individual income tax returns Handle tax notices and issues with government agencies Develop and maintain client relationships Qualifications: 3+ years of public accounting experience; CPA preferred Diversified accounting and tax background in Real Estate preferred Working knowledge of CCH Axcess, Engagement and QuickBooks, a plus Ability to work in a fast-paced environment and be a team player Effectively communicate with partners, staff, and clients Strong organizational skills and attention to detail What we offer: Competitive Base Salary Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution Modern, high-tech work environment in the world-renowned Rockefeller Center About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York City, the salary range is $85,000 -- $110,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for a Business Management & Family Office Director to join our Advisory Department in our Woodland Hills, CA office. As a BMFO Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. NOTE: This is a hybrid position. Responsibilities: Financial reporting & wealth tracking investments, assets, liabilities, income & expenses Portfolio & investment accounting for high-net-worth individuals and their interests Tracking tax basis and unfunded capital commitments Review engagement deliverables & manage entire engagements/client relationships; pickup mistakes and issues; identify planning opportunities Review personal and/or business financial statements and supporting schedules Liaise with tax department engagement team for seamless cross department activities Vendor management, bill payment including review of bank and credit card reconciliations Special projects and other requests as needed Tour accounting, including budgeting Negotiation and settlement of Central Withholding Agreements with the IRS Experience working with music royalty contracts, administration and music catalog sales Develop relationships with clients, their vendors and other service providers, providing excellent customer service Engagement planning and scheduling for client engagements Ensuring team adheres to firm policies; identify areas for improvements to maximize efficiencies and minimize risk Manage and develop staff including training both technical and administrative Qualifications: Financial statement reporting experience - balance sheet & income statement classification. Good knowledge and experience with investment/ portfolio accounting; marketable securities, private equity, private placements in hedge funds/private equity funds. Good knowledge and experience with tax reporting for individuals, partnerships, trusts, and estate/gift Ability to communicate with clients effectively and build relationships, Excellent verbal and writing skills Experience in public accounting with high-net-worth individuals or in a multi-family office is a plus Detail oriented; Ability to multi-task; Excellent organizational skills Above average skill set with respect to Excel, Word, and QuickBooks expected Experience with AgilLink and/or other Wealth Management tracking/reporting applications is a plus. Bachelor's degree in Accounting, Business Management, Finance, or Economics What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution Modern, high-tech work environment About Citrin Cooperman Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 2,1000 employees across the U.S. This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law. For positions in California, the salary range is $145,000 -- $165,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

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. We are looking for Treasury Technology Consultant to join our rapidly growing treasury technology practice. This dynamic team is a part of our overall Treasury Global Services focused on providing qualified treasury advisory to our clients. This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects. As our Treasury technology Consultant, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as treasury management system Implementations, Process Improvement, Financial Transformation, Procedure Design and Optimization, etc. This practice line is exciting, growing and offers tremendous career opportunity. Key Responsibilities: * Consulting with accounting, financial, operational and other management personnel to improve their businesses. * Lead TMS implementation projects, assess, troubleshoot/test during the implementation cycle. * Train and advise clients in the leading use of TMS modules to fit their specific needs. * Train and mentor staff/project team. * All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams. Required Qualifications: * Bachelor's Degree in Accounting or related field * Minimum 2 years of previous treasury experience * Experience working with Trovata Preferred Qualifications: * Trovata certifications * Consulting or Professional Services firm experience is preferred with previous pre-sales/sales experience * Understanding and demonstrated experience with working with multiple clients * Corporate or industry accounting experience is preferred * Previous experience with operational process reviews and basic internal control requirements * Ability to anticipate and address client concerns and issues * Strong accounting/treasury skills and knowledge * Ability to break complex issues into project steps and problem solve * Ability to facilitate clients, and project teams, at all levels of the organization * Strong written and verbal communication skills * Strong data assimilation and organization skills * Strong self-direction and team working skill 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 ************************************************** 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 ************ or send us an email at *****************. 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.

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. The Position As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In this role, you may be asked to demonstrate a willingness and ability to: * Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor * Interact with client process owners and external stakeholders while executing your role * Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment * Prepare initial drafts and follow-ups on client request lists * Draft narratives or flowcharts and perform initial identification of controls * Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team * Identify issues in the testing performed, such as deficiencies, observations, and recommendations * Understand the purpose and objectives of internal/external project status updates and provide relevant inputs * Proactively make oneself aware of white papers, webinars, and live events that are available to clients Position Qualifications * Bachelor's or Master's Degree in Accounting or related business discipline * Ability to travel to meet client needs and work collaboratively with others in-person and remotely * Openness to workday flexibility, agility, remote work environment, leveraging new tools * Effective communication skills, both verbally and in writing * Effective time management and prioritization skills 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 ************************************************** 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 ************ or send us an email at *****************. 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: $66,100 - $109,500

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 looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations. Utilize proven business development skills to build upon transaction advisory services work. Identify business opportunities and enhance go-to-market strategies. Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff. Required Qualifications: A bachelor's degree, ideally with a major in accounting or finance Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence Successful track record of building and growing a Transaction Advisory Service Practice Big Four or similar consulting background Experience servicing private equity groups (PEG) Experience with developing and supervising staff both on engagements and in their career Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy 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 ************************************************** 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 ************ or send us an email at *****************. 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: $151,200 - $304,200 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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. Responsibilities: At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Examples of the candidate's responsibilities include: Providing clients with strategic, integrated tax solutions focused on outbound and inbound structuring Demonstrating a general knowledge of foreign tax credits Completing tax planning and research Developing an understanding of worldwide tax minimization, transfer pricing, and accounting for income taxes Assisting with IFRS/GAAP convergence and foreign assignment planning Working with businesses around the world to build successful cross-border tax strategies Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. / J.D. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment 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 ************************************************** 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 ************ or send us an email at *****************. RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. 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: $36 - $43 per hour

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. Business Development Director - Risk Consulting, Financial Institutions & Capital Markets Location Preference: NYC, Tri-State Position Summary: The Business Development Director will be responsible for driving growth of the firm's Risk Consulting practice within the Financial Institution and Capital Markets industries in the Northeast region. The Business Development Director is responsible for leading all aspects of the sales process, including systematic prospect targeting, development of opportunity-specific sales strategy, and selection of pursuit teams and "quarterbacking" the entire sales process. This individual will build and maintain strong sales pipelines and forecasts associated to substantiated opportunities, prepare and facilitate presentations/proposals as well as close sales and finalize agreements with customers. The Business Development Director will work closely with the firm's Financial Institutions and Capital Markets industry leaders and Risk Consulting line of business leaders in growth efforts through direct prospecting, networking, attendance and participation with various industry and professional groups and networking associations. The individual in this position will have all the necessary resources to be set up for success for this career opportunity that provides a competitive base salary along with a lucrative, uncapped incentive compensation plan. We are looking for a candidate that has a proven track record in selling professional services. Responsibilities: * Source and qualify opportunities with mid-size and large Financial Services companies with focus on Technology, AI, Data and Analytics * Work with Financial Institution industry team leaders to identify and target key companies, and local and national marketing resources to develop effective, targeted go-to-market plans for these companies * Execute the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business. * Actively network with contacts, professional affiliations, and industry groups while maintaining a healthy pipeline. * Support in cross-selling additional services to existing clients where appropriate. * Manage and host webinars, offsites, roundtables and other relevant marketing events. Basic Qualifications: * Bachelor's degree required. * Strong network with minimum of 10+ years of experience with demonstrated success in selling technology professional services to global financial services organizations * Minimum of 5+ years of experience representing technology, AI, Data and Analytics service areas. * Experience selling to enterprise and functional IT groups and 1st, 2nd and 3rd lines of defense. * Ability to drive a complex sales cycle from identification through the close of deals. Manage RFP responses that involve multiple team members and multiple decision makers (primarily CIO/ CTO / CDO / CRO level decision makers). * Demonstrated network of COI's (Centers of Influence) to include banking, IT and other professional services relationships that could be leveraged to identify opportunities within assigned industry groups. * Experience leveraging a CRM tool for report generation and sales tracking. * Prior experience leveraging social media technologies for networking purposes. * Excellent influence and negotiation skills; strong executive presence and business acumen. * Must be motivated and self-disciplined; must possess strong time management skills. * Travel is required (local and overnight when appropriate). Preferred Qualifications: * Active network of CxO, Managing Director level contacts in the Financial Institutions around Metro NYC, Chicago, Boston, and Dallas areas. * Demonstrated community involvement and activity with industry associations, civic and/or non-profit groups in the risk management sector. * Exhibit exceptionally strong communication, presentation, analytical and organizational skills. * Experience working for Big Four or other national technology firms a significant plus. 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 ************************************************** 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 ************ or send us an email at *****************. 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: $136,800 - $242,000 Individuals selected for this role may be eligible for sales commissions and a discretionary bonus based on firm and individual performance.

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 has an exceptional career opportunity available for a Director to join our Risk Consulting Services practice as a part of our Technology Risk Consulting team. RSM risk consulting services Directors are leaders seeking career growth, practice development, and accelerated leadership opportunities within an exciting, growing consulting practice. They are leaders who appreciate the opportunity to build teams, develop people, and serve clients in a dynamic fast-paced environment while simultaneously pursuing their career goals while also experiencing a rewarding work-life balance. Our clients depend upon effective risk management, internal audit, and governance over their enterprise- wide information technology in order to achieve their business objectives. Our Risk Consulting Services Technology Risk Consulting (TRC) professionals serve dynamic middle-market and other large complex organizations seeking to create and preserve value while effectively managing risks. Our TRC client service teams are also engaged with clients providing assurance over business processes and integrated systems. We work with a diverse group clients across a wide variety of industries developing strong working relationships with clients built on understanding their businesses, their challenges, risks, and information technology (IT) requirements. Responsibilities: * Consulting with client leadership on the design and optimization of controls utilizing a general knowledge of business processes, accounting, and information technologies. Draw upon your demonstrated technical, industry and IT risk advisory knowledge to become a trusted advisor to our clients across a variety of industries and sectors; * Consulting with client leadership on strategic plans and other business matters, helping our clients to anticipate emerging risks and information technology opportunities; * Overseeing the quality and timeliness of engagement teams efforts to identify internal IT controls, assess their design and operational effectiveness, determine risk exposures and to develop client recommendations and reports; * Supporting external financial statement, SOX compliance, and Internal Audit/SOX engagements for application and information technology general computer controls as a leader of integrated external and internal audit teams with IT general controls, IT operational risks, and IT risk management processes (including controls); * Supporting external financial statement, SOX compliance, and Internal Audit/SOX engagements evaluating and testing application controls, particularly automated controls on a wide range of ERP systems and software applications across a wide variety of client business processes; * Leading client engagements pertaining to SOC attestation and other third-party opinion services; * Leading consulting and audit engagements pertaining to cybersecurity risk management; * Leverage your existing network and personal brand in the marketplace to drive growth for the risk consulting practice; including: identifying, proposing on, and securing new opportunities; * Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery and engagement risk of all client related work within the portfolio; * Manage multiple client projects simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives; * Recruit and retain future leaders of the firm. Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues, our managers, and our risk consulting services staff. Required Qualifications: * Bachelor's or master's degree in business, accounting, MIS, computer science, or related a discipline; * Ten years of experience working in the field of information technology risk management, internal audit, and/or public accounting and consulting, with a minimum of 8 years at a public accounting or professional services firm; Preferred Qualifications * Experience leading engagements and leading managers and staff; experience managing project financials and managing projects to completion within agreed upon fess and budgets; * Experience managing people, mentoring staff, providing performance feedback, and monitoring workloads of the team while meeting stakeholder and client expectations; * Strong understanding of information technology controls and security experience in a widely used financial applications and ERP systems (such as SAP, Oracle, JD Edwards, PeopleSoft, or others) is preferred; * Executive command and complete understanding of relevant regulations and industry standards (e.g., SOX, AICPA SOC Reporting Standards, COSO, COBIT, FFIEC, ITIL, ISO27001, PCI, HIPAA and GLBA) and best practices and methodologies to address these requirements. Ability to apply these requirements to organizational internal control frameworks; * Professional certification(s) such as Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professionals (CISSP); Certified Information Security Manager (CISM) and/or Certified Information Privacy Professional (CIPP) is required; * Recent successful experience in cultivating new business and related market-facing activities; * Exceptional interpersonal skills * Advanced written, verbal and presentation skills, including interaction with members of senior management; * Ability to travel to meet client needs (estimated to be in a range from 10% to 30%). 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 ************************************************** 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 ************ or send us an email at *****************. 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: $126,500 - $254,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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 looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: * Performs financial due diligence for clients who are acquiring and divesting businesses * Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis * Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements * Uses various software tools as designated by the firm * Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: * A bachelor's degree, ideally with a major in accounting or finance * Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm * Excellent verbal and written communication skills * Proficient with Microsoft Excel and Microsoft PowerPoint * Ability to travel up to 10-15% locally and nationally 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 ************************************************** 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 ************ or send us an email at *****************. 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: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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. This role involves managing cross-functional teams, defining project scopes, budgets, and timelines, and ensuring the successful delivery of technology projects that align with the company's strategic goals. The Global Banking Consulting Practice focuses on shaping and delivering technology solutions for our client base, which focuses on large global financial services companies. We operate across the three lines of defense, with a focus on the first line / operational function. You'll collaborate closely with cross-functional teams, including developers, designers, and business stakeholders, to drive product development and ensure successful project outcomes. Contributions to Firm Culture * Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members * Collaborate with colleagues across a variety of levels and disciplines to develop and deliver innovative solutions that provide value to clients * Maintain agility to adapt quickly to shifting needs, demands, technology solutions, or process changes and assist others in adapting to change· Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Responsibilities 1. Product Vision and Strategy: * Define and communicate the product vision, goals, and roadmap. * Understand market trends, client needs, and business objectives to align product development efforts. 2. User Stories and Backlog Management: * Create and maintain a prioritized backlog of user stories, epics, and features. * Collaborate with stakeholders to gather requirements and translate them into clear, actionable user stories. * Work with UI Design team to facilitate the creation of wireframes and mockups. * Ensure user stories follow INVEST principals 3. Story Grooming and Prioritization: * Facilitate backlog grooming sessions with the development team. * Prioritize user stories based on business value, technical feasibility, and dependencies. * Adjust priorities as needed to maximize value delivery. 4. Sprint Planning and Execution: * Participate in sprint planning meetings to select user stories for development. * Work closely with the Scrum Master and development team during sprint execution. * Provide clarifications and make timely decisions to keep development on track. 5. Stakeholder Communication: * Act as the primary point of contact for product-related questions and updates. * Conduct regular demos to showcase completed features and gather feedback. * Collaborate with business stakeholders, end-users, and other teams to ensure alignment. 6. Quality Assurance and Acceptance Criteria: * Define acceptance criteria for user stories to ensure successful delivery. * Review and accept completed work during sprint reviews. * Advocate for high-quality deliverables and continuous improvement. 7. Release Management: * Coordinate release planning and deployment activities. * Ensure timely delivery of features and bug fixes. * Monitor post-release performance and gather insights for future iterations. Preferred Qualifications * Bachelor's or Master's Degree in information systems, computer science. business, accounting, finance or related discipline * Minimum 5 years of relevant experience within product ownership and/or software development within the financial services industry * Experience leading technology project based work with milestones and workflow driven by objectives and defined timelines * Experience in an agile software development environment working with IT partners to deliver solutions on demand; * Demonstrated ability to effectively work and communicate with business analysts, user researchers, architects, and development teams on requirements, implementation approaches and solutions * Proven track record of assessing the impact of new requirements, shifting priorities and resourcing on project delivery and timelines * Strong understanding of financial services processes and regulations * Proficiency in professional writing, spreadsheet, and presentation creation tools * Certified Scrum Product Owner (CSPO) or equivalent certification preferred * Strong analytical skills, attention to detail, and problem-solving abilities. * Ability to balance business needs, technical constraints, and user expectations. * Problem-solving and decision-making abilities. * Proficiency in project management software and tools including Jira, MS Project, Azure Devops (etc) * Ability to adapt to a dynamic and fast-paced environment. * Ability to travel to meet client needs and work collaboratively with others in-person and remotely * Openness to workday flexibility, agility, remote work environment, leveraging new 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 ************************************************** 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 ************ or send us an email at *****************. 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: $126,500 - $254,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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. The Position As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In this role, you may be asked to demonstrate a willingness and ability to: Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives or flowcharts and perform initial identification of controls Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Position Qualifications Bachelor's or Master's Degree in Accounting or related business discipline Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills 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 ************************************************** 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 ************ or send us an email at *****************. 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: $66,100 - $109,500

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. Position Summary: We are seeking an experienced Epic Revenue Cycle Consulting Manager to join our dynamic team. This role will be pivotal in guiding healthcare organizations through the implementation and optimization of Epic's revenue cycle solutions. The ideal candidate will leverage their expertise in revenue cycle management and Epic systems to deliver high-quality consulting services that drive operational efficiency and financial success for our clients. Key Responsibilities: Project Leadership: o Lead and manage Epic revenue cycle consulting projects from initiation to completion, ensuring timely delivery and adherence to project scope. o Collaborate with clients to assess current revenue cycle processes, identify gaps, and develop strategic improvement plans. Client Engagement: o Build strong relationships with key stakeholders, including C-suite executives, finance teams, and operational leaders. o Facilitate workshops and training sessions to educate clients on Epic revenue cycle functionalities and best practices. Technical Expertise: o Provide in-depth knowledge of Epic revenue cycle applications, including billing, claims management, and patient access. o Analyze and interpret data to support decision-making and identify opportunities for process enhancements. Team Development: o Mentor and develop junior consultants, fostering a culture of continuous learning and professional growth. o Collaborate with cross-functional teams to ensure a holistic approach to revenue cycle management. Quality Assurance: o Establish and monitor key performance indicators (KPIs) to measure project success and client satisfaction. o Ensure compliance with industry regulations and standards throughout project execution. Qualifications: * Bachelor's degree required; Master's degree preferred. * 5+ years of experience in healthcare consulting with a focus on revenue cycle management. * Extensive experience with Epic Systems, specifically in revenue cycle modules (e.g., Resolute, Cadence, Prelude). * Proven track record of managing complex projects and leading cross-functional teams. * Strong analytical skills with the ability to translate data into actionable insights. * Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders. * Certification in Epic Revenue Cycle modules is highly desirable. 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 ************************************************** 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 ************ or send us an email at *****************. 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: $94,400 - $178,800 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.