RSM US LLP

Associate

• Lead customers in their transition to the Modern Workplace, including Windows 10, Enterprise Mobility and Security, and Office 365
• Design, implement, and configure Microsoft 365 E5 components for clients
• Lead construction of standard project delivery guides and tools
• Train technical and non-technical staff
• Develop strategic roadmaps enabling adoption of the Microsoft 365 E3/E5 stack
• Provide timely, high-quality client service as a business advisor to middle-market clients
• Serve as a national resource and escalation point for projects across all regions
• Draft statements of work supporting client project goals and outcomes
• Identify and escalate cross-selling opportunities across the RSM portfolio
• Establish rapport and trust with key client decision-makers
• Interact with clients, develop demos and proofs of concept to support sales, and design and lead technical solution implementations

Senior Associate, Microsoft Modern Work

Accounting Manager

• Manage multiple concurrent engagements within the Deals Accounting and Strategic Finance practice
• Provide technical accounting and financial or business advisory guidance to clients
• Coordinate consulting work plans and client deliverables
• Collaborate with firm specialists on complex accounting matters
• Prepare technical memoranda and client deliverables
• Manage Transaction Accounting engagements, teams, resources, and engagement economics
• Support sell-side readiness, transaction-ready financial reporting, close processes, and complex accounting considerations
• Perform transaction-related accounting analyses, including business combinations and carve-outs
• Design and implement accounting policies, reporting structures, processes, close frameworks, and controls
• Support day-one and post-close accounting and financial reporting readiness
• Assist with post-close reporting obligations and accounting and finance integration
• Address client concerns, escalate issues, and identify performance improvement opportunities
• Develop others through mentoring, training, and career development
• Participate in proposals, pitch meetings, marketing collateral, and go-to-market strategy
• Develop external relationships to support business growth
• Read industry publications and share relevant information with clients
• Maintain professional development through ongoing education

Transaction Accounting Director

Financial Planning and Analysis

• Model RSM’s core values in interactions with clients and team members
• Collaborate across levels and disciplines to develop and deliver innovative client solutions
• Adapt to shifting needs, demands, technology solutions, and process changes
• Support diversity and inclusion goals
• Leverage industry trends and business acumen to address complex challenges and propose solutions
• Share relevant financial services industry thought leadership with clients
• Own management-level relationships and interact with C-suite groups
• Drive collaboration with external stakeholders
• Lead risk assessment management interviews and develop internal audit plans
• Review process narratives, flowcharts, risks, control gaps, remediation recommendations, and process improvements
• Lead formal client closing meetings to share and confirm deliverables
• Manage engagement economics, billing, monitoring, and collections
• Manage multiple clients, projects, and teams simultaneously and oversee a book of business
• Manage, motivate, and mentor teams
• Recruit, develop, and inspire future firm leaders
• Give and receive candid feedback and pursue self-development
• Assist with developing training content
• Participate in industry associations and events
• Build and utilize internal and external networks to develop business opportunities
• Develop and deliver thought leadership
• Communicate with prospects, assess needs, and develop project scopes, delivery plans, and budgets
• Contribute to proposals and pursuit materials

Risk Consulting Manager – Financial Services

Operations

• Oversee day-to-day execution of Talent Acquisition Workday support processes across the recruitment lifecycle
• Provide direct leadership, coaching, prioritization, workload management, and performance support
• Manage workload distribution, scheduling, and capacity planning
• Support employee onboarding, training, performance feedback, career development, and continuous learning
• Oversee centralized Talent Acquisition processes, transactions, ticket requests, and operational activities
• Resolve complex operational questions, stakeholder concerns, and escalations
• Escalate high-risk or enterprise-impact issues while maintaining ownership through resolution
• Identify operational risks, service disruptions, stakeholder pain points, and sustainable solutions
• Improve operational efficiency, quality, scalability, compliance, and stakeholder experience
• Support development, implementation, testing, training, and administration of Talent Acquisition solutions across enterprise systems and integrated tools
• Lead or participate in process reviews, quality audits, improvement initiatives, documentation updates, and implementation readiness
• Develop and maintain process documentation, knowledge articles, job aids, templates, procedures, and training materials
• Build partnerships with Talent leaders, Centers of Excellence, technology teams, and other stakeholders
• Develop and deliver reporting, dashboards, and operational insights
• Support operational metrics, audits, governance, change management, and adoption efforts
• Ensure compliance with policies, data privacy requirements, internal controls, documentation standards, and quality expectations

Supervisor, TA Operations – WD Support

Analytics Engineer

• Build and maintain data acquisition, ingestion, and staging processes for large-scale regulatory reporting and analytics programs
• Develop and support an immutable historical data repository for recreating prior reporting periods and regulatory submissions
• Design and enhance canonical data models, reference data structures, and business classification frameworks
• Build and maintain exception management repositories for issue tracking, remediation, and regulatory reporting transparency
• Implement data quality controls, validation routines, reconciliations, and audit-ready documentation
• Perform complex data analysis, root cause investigations, and issue remediation across multiple source systems
• Design and maintain data lineage documentation and control evidence for audit and regulatory reviews
• Collaborate with business, risk, compliance, audit, and technology stakeholders throughout the project lifecycle
• Support system integration testing, user acceptance testing, implementation activities, and production support
• Partner with reporting and visualization teams to develop datasets supporting Power BI and management reporting

Senior Analytics Engineer, Financial Services

Engineer

• Design, develop, and maintain interactive dashboards, reports, and visualizations using Power BI, Tableau, or similar BI tools
• Partner with business stakeholders to gather reporting requirements and translate business needs into scalable analytics solutions
• Develop and optimize data models, semantic layers, and reporting datasets
• Write complex SQL queries to analyze, validate, reconcile, and transform large datasets
• Build and support ETL/ELT processes and data integration workflows across multiple source systems
• Create executive dashboards, scorecards, KPIs, and management reporting packages
• Implement data quality controls and reporting governance standards
• Investigate reporting issues, perform root cause analysis, and resolve data discrepancies
• Support user acceptance testing, deployment activities, and ongoing production support
• Document reporting solutions, processes, and technical specifications
• Support complex Financial Services and Global Banking engagements within the Risk Consulting practice

Temporary Senior Associate – Reporting Dashboard Engineer, Power BI, Tableau

• Lead multiple concurrent accounting advisory engagements related to capital markets transactions, complex business combinations, and transaction events
• Advise clients on transaction-related accounting and reporting considerations using advanced U.S. GAAP, IFRS, and complex accounting knowledge
• Oversee preparation and review of technical accounting analyses, position papers, and client deliverables
• Manage engagement economics, staffing models, and resource deployment
• Anticipate client needs, address complex issues, and identify opportunities to enhance client value and service delivery
• Collaborate with audit, tax, deal, and other advisory teams across the deal lifecycle
• Develop and mentor managers and senior team members
• Support practice growth and client relationship development
• Manage increased workload during transaction execution periods

Capital Markets Accounting Advisory Director

Security Engineer

• Oversee and secure Microsoft 365 environments, including Exchange Online, SharePoint, OneDrive, Teams, and other M365 services
• Design, configure, and manage Windows Hello for Business deployments using Intune and Entra Connect
• Configure and manage Azure Information Protection, Data Loss Prevention, Sensitivity Labels, and Information Governance policies
• Deploy and maintain Microsoft Purview Insider Risk Management, Communication Compliance, and Audit features
• Configure and optimize Microsoft Defender for Office 365, Defender for Endpoint, and Defender for Cloud Apps
• Apply CIS Benchmarks to Microsoft 365 and Windows environments
• Design, implement, and troubleshoot Conditional Access policies, compliant device enforcement, and Zero Trust access models
• Advise clients on Microsoft 365 security best practices
• Deliver workshops and address security and compliance queries
• Provide subject matter expertise and top-tier client service

M365 & Azure Security Supervisor – HLS

• Deliver due diligence and tax structuring services as part of a multi-disciplinary team
• Communicate findings and opportunities to clients
• Assist senior M&A Tax practice members with technical tax issues involving consolidated returns, S Corporations, partnerships, and limited liability companies
• Assist clients with reorganizations, bankruptcy emergence planning, out-of-court workouts, debt restructurings, tax basis, Earnings and Profits, and Section 382 studies
• Manage multiple engagements simultaneously
• Work with M&A colleagues across the enterprise
• Develop, motivate, and train staff and senior-level team members
• Identify, sell, and deliver tax services to middle-market clients

Senior Tax Manager – Mergers and Acquisitions, Deal Advisory

Consultant

• Advise treasury, finance, accounting, and operational leaders on treasury transformation initiatives and leading practices
• Lead or support Treasury Management System implementations, upgrades, assessments, and optimization projects
• Evaluate current-state treasury processes and design future-state operating models and solutions
• Gather business requirements, facilitate workshops, and develop functional and technical specifications
• Assess, troubleshoot, test, and support treasury technology solutions throughout implementation lifecycles
• Train and advise clients on treasury systems and related technologies
• Support process improvement across cash management, liquidity, forecasting, payments, investments, debt, and risk management
• Assist with treasury policy development, governance frameworks, controls, and operating procedures
• Contribute to finance transformation, automation, and digital treasury initiatives
• Participate in business development, proposal development, pre-sales activities, and client relationship management
• Develop project plans, manage project workstreams, and coordinate cross-functional stakeholders
• Mentor and develop junior staff and project team members
• Build and maintain client relationships while delivering high-quality project outcomes
• Work directly with clients to transform treasury organizations, optimize processes, implement technology solutions, and improve financial performance

Manager, Treasury Consultant – Global Treasury Practice

Backend Engineer

• Analyze existing database architecture, decipher complex logic, and assess current data models
• Partner with business stakeholders and product owners to translate requirements into scalable database solutions
• Design and develop data models, schemas, and database objects
• Build and optimize tables, stored procedures, and controls for data integrity, performance, and auditability
• Implement data governance controls and ensure regulatory and internal security compliance
• Support iterative development and refine database structures as requirements evolve
• Guide and mentor team members on data modeling best practices
• Collaborate cross-functionally in an Agile environment using Jira and Confluence
• Lead a critical initiative to redesign and modernize a legacy system for a financial services client
• Deliver robust, auditable, and secure data structures aligned with business needs

Senior Database Developer

• 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

Manager

• Review and assess data management processes, data processing solutions, and data consumption workflows
• Evaluate data transformation and processing logic, including Python code
• Review SQL queries, data models, and transformation processes supporting reporting and analytics
• Assess database management systems and related data governance practices
• Evaluate reporting and analytics platforms such as Alteryx
• Review user access management and controls protecting data assets
• Assess data lineage and trace data flows across processing, storage, reporting, and analytics environments
• Support issue validation, remediation review, and control effectiveness testing
• Document findings, observations, and recommendations according to project standards and methodologies
• Support a large global financial services client through regulatory remediation validation and data governance improvements

Data Audit Manager

• Review and assess data management processes, data processing solutions, and data consumption workflows
• Evaluate data transformation and processing logic, including Python code
• Review SQL queries, data models, and transformation processes supporting reporting and analytics
• Assess database management systems and data governance practices
• Evaluate reporting and analytics platforms such as Alteryx
• Review user access management and controls protecting data assets
• Assess data lineage and trace data flows across processing, storage, reporting, and analytics environments
• Support issue validation, remediation review, and control effectiveness testing
• Document findings, observations, and recommendations according to project standards and methodologies
• Support financial-services client regulatory remediation and data governance objectives

Risk

• Work with healthcare organizations across the spectrum of healthcare providers
• Sit in on client meetings and support consulting projects
• Prepare reports on consulting services performed for clients
• Deliver reports and discuss results and recommendations with clients where appropriate
• Travel to client locations as requested to provide consulting services
• Complete client projects efficiently according to project timelines and critical dates
• Use Microsoft Excel, Word, and PowerPoint to analyze client information and document results and recommendations
• Work on projects involving revenue cycle, clinical operations, supply chain, pharmacy, managed care program assessments, service line optimizations, and strategic business plan implementation
• Attend relevant conferences, trainings, and meetings for professional development
• Receive guidance from an assigned Performance Advisor to establish career goals

Senior Associate, Microsoft Modern Work

Transaction Accounting Director

Risk Consulting Manager – Financial Services

Supervisor, TA Operations – WD Support

Senior Analytics Engineer, Financial Services

Temporary Senior Associate – Reporting Dashboard Engineer, Power BI, Tableau

Capital Markets Accounting Advisory Director

M365 & Azure Security Supervisor – HLS

Senior Tax Manager – Mergers and Acquisitions, Deal Advisory

Manager, Treasury Consultant – Global Treasury Practice

Senior Database Developer

Temporary Supervisor – Regulatory Compliance, Financial Services

Data Audit Manager

Data Audit Manager

Healthcare Margin Improvement Risk Consulting Associate