RSM US LLP

Director

• Lead end-to-end UKG consulting services in collaboration with UKG practice leadership and business development
• Own revenue, margin, client satisfaction, and engagement delivery quality
• Drive enterprise sales, engagement management, delivery execution, and practice scalability
• Own annual bookings and revenue targets and facilitate the UKG services go-to-market plan
• Partner with UKG, RSM Business Development, and other RSM teams to co-sell and expand market presence
• Drive account-based growth through land, adopt, expand, and renew strategies
• Build executive relationships to unlock multi-tower, multi-year engagements
• Define and refine service offerings to meet market demand and improve win rates and margins
• Establish engagement governance covering scope control, change management, risks, issues, and executive steering
• Oversee portfolio health and ensure delivery plans are realistic, staffed, and aligned to client outcomes
• Sponsor strategic accounts and complex programs and serve as executive escalation point
• Ensure on-time, on-budget implementations with measurable client value
• Institutionalize delivery frameworks, playbooks, and accelerators for UKG solutions
• Strengthen PMO and QA functions and standardize methodology, documentation, testing, and readiness
• Champion data governance, integrations, and change management best practices
• Build and develop consulting, solution architecture, integrations, PMO, and managed services teams
• Manage forecasts, utilization, margins, capacity planning, billability, resourcing, and bench
• Implement KPIs and dashboards and run weekly pipeline, bookings, delivery, risk, and financial cadences
• Participate in recruiting, onboarding, certification pathways, performance management, and career development
• Maintain compliance with contractual obligations, data privacy, and security standards

• Serve as a Career Advisor, mentor, or coach to employees and provide performance feedback
• Drive growth and profitability by generating new revenue, cross-selling, and acquiring new clients
• Interact directly with clients on questions, planning, and consulting
• Train and develop staff members
• Work on multiple complex issues and communicate technical matters in a non-technical manner
• Lead and manage complex engagement business relationships
• Expand services to clients
• Serve as Tax client service coordinator and execute the firm’s client service plan
• Review research findings for consistency with firm policies and professional standards
• Build relationships across lines of business for integrated client service
• Manage corporate client tax service needs and federal and state tax compliance
• Stay current on tax practices and changes in tax law
• Perform other duties as assigned
• Travel may be required

Tax Senior Manager – Corporations

Business Analyst

• Collaborate with the Technology Delivery Director, Business Analyst team, subject matter experts, and stakeholders to support Assurance Digital’s product vision
• Review scope, refine business requirements, and support delivery teams throughout scheduled releases
• Serve as a key point of contact for business and technology teams
• Research, document, and socialize functional requirements for tool and process enhancements
• Lead requirements elicitation sessions and resolve requirement issues before delivery
• Document user stories and acceptance criteria
• Develop supporting documentation, including state flow diagrams and data mapping
• Establish and manage relationships with business and technology subject matter experts
• Support change control for scope and requirement changes
• Monitor and evaluate product progress throughout Agile delivery
• Participate in test case design and validate user stories after QA/UAT
• Resolve issues with scrum teams across development, QA, and UAT cycles
• Support audit methodology group with QA/UAT inquiries
• Support product vision, upgrades, enhancements, and project alignment/sequencing
• Liaise between business and technology teams
• Assist with vendor relationship management for enhancements, support tickets, open projects, and SOWs
• Review release backlog and maintain accurate priorities
• Participate in Scrum meetings
• Build internal and external networks and improve team processes
• Stay current with accounting and auditing standards and firm policies
• Provide ongoing professional development through education
• Support critical issues and escalations for the BA team and engagement teams

Auditor

• Assess remediation activities designed to address technology, risk, and control-related findings
• Develop and execute risk-based testing strategies to evaluate the design and operating effectiveness of controls
• Perform IT audit testing across IT governance, SDLC, Change Management, technology operations, applications, and data controls
• Evaluate AML and Financial Crimes technology environments and related control frameworks
• Review system configurations, technical documentation, data flows, interfaces, and application controls to identify risk and validate remediation efforts
• Conduct targeted testing and deep-dive reviews of complex technology control environments
• Identify root causes, develop meaningful observations, and provide actionable recommendations
• Prepare clear, comprehensive audit documentation and communicate findings to key stakeholders
• Support a large global banking institution's regulatory remediation and Financial Crimes technology initiatives
• Work with stakeholders across EMEA and APAC

Temporary IT Auditor – AML, Regulatory Remediation

Financial Crime

• Lead and execute AML Internal Audit engagements across large global banking organizations
• Manage the full audit lifecycle from risk assessment and planning through reporting, issue validation, and remediation testing
• Apply risk-based audit methodology, professional auditing standards, sampling techniques, and testing approaches
• Develop audit programs, risk and control matrices, process narratives, testing strategies, and test scripts
• Prepare comprehensive workpapers documenting testing, evidence, results, and conclusions
• Assess control design and operating effectiveness related to AML and financial crimes risks
• Identify control weaknesses, regulatory risks, and process gaps and provide recommendations
• Draft audit observations and reports, including root cause analysis and corrective action recommendations
• Present results to senior stakeholders and challenge management responses when appropriate
• Perform issue validation and remediation testing related to audit findings, MRAs, consent orders, and regulatory actions
• Partner with Compliance, Risk Management, Financial Crimes, Operations, Technology, and Internal Audit stakeholders
• Review junior team members' work and provide coaching

Temporary Manager – AML Internal Audit

Management Consulting

• Lead consulting engagements for pharmaceutical and biotechnology clients
• Provide subject matter expertise on Gross-to-Net and Government Pricing
• Lead cross-functional transformations and assessments across Managed Markets, Finance, and Medical Affairs
• Develop and implement market access and pricing strategies
• Oversee price modeling for government price points and contract impact analyses
• Lead clients in operationalizing compliant government and commercial programs
• Advise clients on price transparency reporting compliance
• Evaluate client financial data using data analytics and financial modeling
• Manage teams through requirements gathering, contract modeling, use case development, testing, and training
• Communicate with engagement teams, client employees, and C-suite stakeholders
• Lead business development, networking, proposals, and marketing content
• Manage engagement economics, including budgeting, pricing, margin management, billing, and risk management

Management Consulting Supervisor, Life Sciences Advisory

Accounting Manager

• Provide financial consulting services to gaming and hospitality clients
• Deliver technical accounting and accounting support to business operations
• Conduct business process improvement and internal controls assessments
• Perform organizational structure analysis, profit enhancement, cash management and profitability analysis studies
• Document process improvements, policies and procedures
• Serve gaming entities across the country, including commercial gaming resorts, casinos and Indian gaming
• Coordinate development and execution of consulting work plans and client deliverables
• Develop understanding of clients’ businesses, industries, performance drivers, trends and developments
• Participate on engagement teams as in-charge and go-live lead
• Facilitate fieldwork by monitoring and reporting productivity and adherence to work-plan schedules
• Solve client and adoption challenges
• Support execution and completion of client deliverables
• Identify performance improvement opportunities
• Work with RSM service lines to provide integrated service delivery
• Identify and inform management of opportunities to expand services to clients

Accounting Advisory Supervisor – Gaming & Hospitality

Financial Planning and Analysis

• Assist companies in identifying and measuring asset values through independent, well-supported valuations
• Perform local, national, and international real estate market analysis for public and private entities using accepted valuation approaches
• Gather engagement data through direct client interaction and interviews with brokers, appraisers, investors, developers, and asset managers
• Review industry surveys, benchmarks, and economic and demographic trends
• Assist with preparing and presenting analysis results, proposals, and executive presentations
• Apply GAAP, tax, and regulatory requirements to develop value conclusions for entities, assets, and liabilities
• Work directly with clients, key decision makers, and business owners across industries and geographies

Financial Consulting Supervisor – Real Estate Valuation

• Lead client service, growth, specialist, or leadership responsibilities for the Tax line of business
• Advise ultra high net worth clients on individual, trust, and entity income tax planning and compliance, wealth transfer, charitable, and retirement planning
• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs
• Lead teams delivering integrated tax services across capabilities, industries, geographies, and specialists
• Plan and execute client tax engagements focused on individual, fiduciary, gift, generation-skipping, and estate taxation
• Manage multiple engagements or client portfolios, including status, resources, economics, quality, and client service expectations
• Identify technical tax matters and client opportunities, consult specialists, and guide teams through complex issues
• Maintain client relationships, understand goals, anticipate needs, and connect clients with firm expertise
• Support growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity
• Manage profitability, billing, collections, engagement economics, and operational discipline
• Apply quality, risk, independence, ethics, and professional judgment
• Use digital tools, standardized processes, and global workforce capabilities to improve efficiency and client experience
• Coach and develop high-performing teams and future leaders
• Lead with an enterprise mindset focused on long-term firm value, culture, and client outcomes

Tax Partner – Ultra High Net Worth

Supervisor

• Initiate and lead conversations with teams, clients, and stakeholders to build trust
• Navigate cross-border and diverse teams and engagements
• Apply design-thinking principles and represent RSM as a Workday Design Partner
• Influence and test Workday design and functionality as an early adopter
• Provide technical and functional expertise in Workday, especially Workday Compensation and related HCM processes
• Oversee Compensation configuration, functionality, and technology solutions supporting compensation programs and processes
• Nurture relationships with HR and Compensation partners and manage expectations and delivery constraints
• Prioritize large-scale COE-Workday projects across Centers of Excellence
• Oversee and prioritize Workday Compensation initiatives, annual compensation activities, enhancements, defects, reporting needs, and security/access requests
• Optimize Workday configuration and operations for assigned modules
• Analyze compensation plans, eligibility, compensation review processes, and related business processes
• Document functional requirements and create project plans
• Manage testing plans, organizational change, and socialization initiatives
• Oversee testing and production readiness, including upstream and downstream impacts
• Lead analysts by providing functional direction, prioritization, coaching, and review of Workday Compensation solutions
• Monitor Workday releases and identify features that improve Compensation processes and employee and manager experience

Workday Systems Supervisor – Advance Compensation

Associate

• Support clients in the life sciences industry within Revenue Growth & Operations Consulting
• Provide analytical support and industry insight during client assessments
• Define current states using data, opinions, observations, interviews, and facilitated workshops
• Identify business drivers and prioritize work efforts to maximize engagement productivity
• Propose, develop, and implement solutions to complex client initiatives
• Communicate with engagement teams, client employees, C-suite executives, and private equity partners
• Support business development, networking, proposals, and marketing content
• Support engagement economics including proposal budgeting, pricing, margin management, billing, and risk management
• Help expand RSM's service offerings and industry scope

Senior Associate, Life Sciences Advisory

• Drive overall revenue growth within assigned strategic relationships such as Workiva, BlackLine, FloQast, and other Finance Automation relationships
• Accelerate strategic business alliance relationships with sales and service line leaders to generate pipeline and new opportunities
• Orchestrate RSM professionals across multiple functions around alliance strategy
• Manage daily activities and relationship health with assigned alliances
• Serve as primary contact for alliances, channel, and partner development roles
• Establish executive relationships between RSM and alliances
• Foster relationships with service line and capability leaders to scale services through go-to-market offerings
• Coordinate engagement across sales, presales, account management, pipeline development, marketing, and cross-functional teams
• Work with practice, go-to-market, and sales leaders to identify and execute strategic priorities
• Activate go-to-market plans, offerings, and initiatives, including education and awareness
• Drive joint pipeline activities and support joint account planning and client initiatives
• Communicate alliance programs, tiering, incentives, and updates
• Advise on resell and commercial incentive strategies
• Develop joint offering content, pitch decks, solution overviews, playbooks, and case studies
• Track pipeline, registered deals, influenced revenue, bookings, and related metrics
• Maintain accurate joint alliance pipelines with Enterprise Sales
• Coordinate and deliver joint business reviews, communication plans, and meeting cadences
• Develop alliance tools and improve processes and procedures
• Support legal and risk teams with contractual requirements, business cases, and agreement negotiations
• Perform other duties as assigned

Strategic Business Alliance Director – Finance Automation

• Lead and supervise regulatory compliance engagements for financial services clients
• Execute and review compliance testing, monitoring activities, risk assessments, and independent reviews
• Evaluate compliance management systems, governance frameworks, policies, procedures, and internal controls
• Assess compliance risks related to consumer protection regulations and identify control gaps
• Develop clear, actionable findings and recommendations for client management
• Manage project timelines, deliverables, budgets, and client communications
• Mentor junior team members and review workpapers, testing documentation, and reports
• Support regulatory remediation efforts, compliance program enhancements, and ongoing monitoring initiatives
• Assist clients with regulatory examination readiness and response activities

Temporary Supervisor – Regulatory Compliance, Financial Services

• Provide technical accounting and accounting support to business operations
• Assess business processes and internal controls
• Conduct advisory projects including organizational structure analysis, profit enhancement, cash management, and profitability analysis
• Improve processes and document policies and procedures
• Provide timely, high-quality client service
• Coordinate development and execution of consulting work plans and client deliverables
• Develop understanding of clients’ businesses, industries, performance drivers, trends, and developments
• Participate on engagement teams and function as an in-charge and go-live lead
• Facilitate fieldwork by monitoring and reporting productivity and adherence to work-plan schedules
• Solve client and adoption challenges
• Support execution and completion of client deliverables
• Identify performance improvement opportunities
• Work with RSM service lines to provide integrated service delivery
• Identify opportunities to increase the level and types of services provided to clients

Accounting Advisory Manager – Gaming & Hospitality

Compliance

• Provide healthcare regulatory and reimbursement consulting services to clients, potential clients and centers of influence
• Work with clients on regulatory, compliance, strategy and other business needs
• Collaborate with clients and client team members to create deliverables
• Develop training materials for client personnel regarding new processes and systems
• Create, manage and execute project work plans
• Prepare and maintain internal and external project status reports
• Lead and direct support staff to prioritize tasks, meet milestones and deadlines, and maintain quality standards
• Mentor junior team members in industry best practices for implementation and project management
• Support sales activity with new and existing clients by discussing current challenges and representing RSM's capabilities