Accounting and finance consulting director - financial / banking

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, 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 Director to lead our financial services team within Accounting and Finance Consulting (AFC). The role will be focused specifically on serving clients in the financial institution and specialty finance sector, in which we are the middle market leaders throughout the country.

Responsibilities:

• Lead multiple concurrent engagements within the AFC practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts, specifically those relevant to the financial services industry
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Prepare and review technical accounting memos, financial statements, and other client deliverables
• Work with the National Leader on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral
• Supervise Managers and Supervisors on engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
• Understand RSM's service lines and work as a team in providing an integrated service delivery, including coordinating with financial services leaders across all lines of business
• Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management to make valuable introductions to others in the firm
• Subscribe to and actively read industry publications and share relevant information with clients
• Ensure professional development through ongoing education
• Willingness to travel 25% or less of the year, depending on your clients

Required Qualifications:

• BS/BA Degree in Accounting or equivalent degree
• 8+ years of current or recent experience in a public accounting, financial reporting or technical accounting capacity
• CPA or equivalent certification
• Strong U.S. GAAP technical accounting and SEC reporting foundation with strong knowledge and practical experience in topics such as loans, securities, transfers of financial assets/securitizations, derivatives and hedging, CECL, business combinations and financial statement presentation and disclosure
• Excellent team and project management skills
• Advanced written and verbal communication skills
• A proven record of building profitable, sustainable client relationships
• A successful record of directing and deploying staff/senior associates, supervisors, and managers on multiple, simultaneous engagements

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 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

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.

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