Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Deal Services, Strategic Finance and FP&A Consulting - Managing Director

$181.9k - $397.7k

RSM US LLP

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 currently seeking a Managing Director to join our Strategic Finance and FP&A team within our Deal Consulting Services practice. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling.The ideal Managing Director candidate has 12+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.Responsibilities:
  • Analyze financial information to forecast business expectations and develop financial analytics solutions for strategicplanning; develop investment values; deal analysis associated with mergers and acquisitions,integrations, and divestitures
  • Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
  • Study economic and business trends
  • Be current with business and economic issues relevant to the client's business.
  • Utilize technology and tools to provide innovative high value services
  • Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
  • Train, oversee and support staff members
  • Develop new business and maintain strong relationships with clients
Qualifications:
  • 10+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings
  • 5+ years of experience developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
  • Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
  • Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
  • Client deliverables, findings, and solutions
  • Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
  • Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
  • Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,
  • Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
  • Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
  • Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
  • Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
  • Willingness to travel up to 25% to meet client needs

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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io.

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: $181,900 - $397,700

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Deal Services, Strategic Finance and FP&A Consulting - Managing Director in San Francisco, CA vacancy
  • $181.9k - $397.7k

    Strategic Finance and FP&A Consulting - Managing Director page is loaded## Strategic Finance and FP&A Consulting - Managing...  ...leading provider of professional services to the middle market globally, our...  ...planning; develop investment values; deal analysis associated with mergers... 
    Suggested
    Work experience placement
    Internship
    Local area

    Jobleads-US

    San Francisco, CA
    5 days ago
  •  ...Managing Director, Strategic Finance and FP&A RSM is currently seeking a Managing Director to join our Strategic Finance and FP&A team within our Deal Consulting Services practice. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting... 
    Suggested
    Work experience placement

    RSM

    San Francisco, CA
    1 day ago
  • $260k - $340k

    The Vice President of Strategic Finance & Analytics (SF&A) is a key member of Sunrun’s senior finance...  ...executive leadership and the Board of Directors. Partner with business unit leaders to...  ...and fully integrated into the broader FP&A planning cycle. Strategic Partnership... 
    Suggested
    Work experience placement
    3 days per week

    Dormont Manufacturing Co

    San Francisco, CA
    5 days ago
  • $155k - $410k

     ...our people in workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development...  ...thinking. Make strategic choices and drive change...  ...trust and innovation. As a Director, you will demonstrate thought... 
    Suggested
    Full time
    Temporary work
    H1b

    PwC

    San Francisco, CA
    3 days ago
  • $110k

     ...AutoFi Strategic Accounts Executive AutoFi is the...  ...powers the sales and finance experiences for the most...  ...and growth. You will manage your own Book of Business...  ...practices, Desking deals, integrations with vendors...  ...ongoing account servicing and support, looking for... 
    Suggested
    Local area
    Remote work
    Flexible hours
    Night shift

    AutoFi

    San Francisco, CA
    5 days ago
  •  ...Alliance Financial Services (FSI) & Telco/...  ...(TMT) Deloitte Consulting is hiring an experienced...  ..., and their strategic implications to...  ...Experience, Customer Data Management, and Content...  ..., Principals and Directors. Develop...  ...professional selling $1M+ deals ~ Recent track... 
    For contractors

    Deloitte

    San Francisco, CA
    4 days ago
  • $300k - $350k

     ...You’ll Do Lead the enterprise FP&A function; establish short‑ and...  ...aligned with the highest‑value strategic priorities. Own company‑wide...  ...forecasting, and long‑range planning; manage performance against plan and...  ...actions. Serve as a senior finance business partner to executive... 
    Full time
    Temporary work
    Work at office

    Scorpion Therapeutics

    San Francisco, CA
    1 day ago
  • $300k - $375k

    International Executive Service Corps is seeking a Vice President, Financial Planning & Analysis to lead financial planning...  ...functions. This role will engage directly with senior management and drive critical strategic decisions. The ideal candidate should have a minimum of... 

    International Executive Service Corps

    San Francisco, CA
    5 days ago
  • $225k - $275k

     ...Level: Management | Job Location: San Francisco Office - San...  ...Officer, the Managing Director, Head of Strategic Initiatives drives enterprise...  ...in management consulting, financial services, or similarly complex, high...  ...initiatives. Partner with Finance and senior leaders to... 
    Full time
    Temporary work
    Work at office
    Local area
    Shift work

    Jobleads-US

    San Francisco, CA
    2 days ago
  •  ...Job Description Job Description Title: Managing Director of Global Corporate Services Location: San Francisco, CA Responsibilities...  ...leads Global Corporate Services team in providing strategic consulting, lease administration, transaction, estate and facility... 

    The Rockridge Group

    San Francisco, CA
    29 days ago
  • $88.8k - $165.6k

     ...client issues, using strategic problem‑solving...  ...complex deals and secures credit...  ...Bank products and services that include credit...  ...investment and cash management. Reviews loan applications...  ...specialized consulting, analytical and...  ...Administration, Finance and Accounting... 
    Work experience placement
    Local area
    Worldwide

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    2 days ago
  • Join to apply for the CEO, AI Services role at Toptal Toptal is a global...  ...Product, Engineering, Marketing, Finance, and Legal to execute on strategic priorities and company‑wide AI Services...  ...company is strongly preferred. Management consulting experience at a top‑tier firm (e... 
    Full time
    Remote work

    Toptal

    San Francisco, CA
    4 days ago
  • $88.8k - $165.6k

     ...Commercial Sales & Service Additional Job...  ...business development and management of key client...  ...client issues, using strategic problem-solving to...  ...complex deals and secures credit...  ...Provides specialized consulting, analytical and technical...  ...Administration, Finance and Accounting... 
    Contract work
    Part time
    Work experience placement
    Local area

    Dormont Manufacturing Co

    San Francisco, CA
    5 days ago
  • The Consulting Solutions is seeking a Head of Deal Strategy to build and lead the team responsible for creating world-class commercial proposals. This role involves developing executive-ready proposals and scalable deal support mechanisms. Ideal candidates will have over... 

    The Consulting Solutions

    San Francisco, CA
    1 day ago
  • $250k - $300k

     ...was cybersecurity. For finance, it was compliance....  ...enterprise trust to close deals. Our client sits at...  ...precision of a top‑tier consulting firm and the velocity...  ...sales conversations and strategic internal decisions...  ...strategy from a distance, manage large teams, or advise... 
    Visa sponsorship
    Relocation package
    Shift work
    Night shift
    Day shift

    Lavendo

    San Francisco, CA
    2 days ago
  •  ...Vice President of Resident Services About the Company Well...  ...Construction Residential Consulting & Professional Services...  ...play a pivotal role in the strategic leadership and transformation...  ...delivery models, experience in managing budgets, grants, and complex... 

    Confidential

    Oakland, CA
    2 days ago
  • A leading consulting firm is looking for a Vice President, Communications Business Development to lead revenue growth and client expansion. This strategic role involves driving high-value client engagements and ensuring quality solutions for communications in various industries... 

    The Segal Group, Inc

    San Francisco, CA
    3 days ago
  • $185.12k - $264.45k

     ...President, National & Strategic Accounts . The Vice President...  ...and strategic account directors in a complex, matrixed...  ...and technical services), and consistent service...  ...Sales, Operations, Finance, Client Experience, Human...  ...Benefits | Staff & Management #J-18808-Ljbffr Union... 

    Union Depot

    San Francisco, CA
    3 days ago
  • $182.15k - $345.35k

     ...LLP (Baker Tilly) provide professional services through an alternative practice...  ...tracking system. Job Description: Managing Director, Managed Services Experience Baker...  ...execution across Managed Services. Support strategic initiatives that improve scalability,... 
    Local area
    Worldwide

    Jobleads-US

    San Francisco, CA
    3 days ago
  • A leading investment bank in San Francisco is seeking an experienced Vice President to join their Leveraged Finance team. The role involves managing client relationships, overseeing junior bankers, and handling various transactions including mergers, loans, and equity... 

    JPMorgan Chase & Co.

    San Francisco, CA
    3 days ago
  •  ...Treasury functions, ensuring robust cash management and liquidity planning. Ideal...  ...will have over 15 years in financial services, with strong expertise in Treasury processes...  ...role is suited for someone dedicated to strategic financing in a dynamic environment, offering... 
    Remote job

    Affirm

    San Francisco, CA
    4 days ago
  • $250k

     ...relationships and sustain strategic dialogue with the...  ...Responsibilities Overall management of the Technology team...  ...and corporate finance solutions to clients,...  ..., Investment Banking, Services and the Private Bank to...  ...Proven track record of deal origination and structuring... 
    Full time

    Citi

    San Francisco, CA
    2 days ago
  • $225k

     ...our unique expertise across strategic communications, public...  ...seeking an outcomes‑driven Managing Director to join our Public Affairs...  ...policy, combining strategic consulting rigor with the agility and...  ...run large and complex (multi‑service) books of business, working... 
    Work at office
    Local area
    Shift work

    Bully-Pulpit-International

    San Francisco, CA
    1 day ago
  •  ...Pacific Atrocities Education (PAE) is seeking visionary, strategic leaders to join our Board of Directors. As we enter a pivotal phase of global growth, we are...  ...and participate in at least one subcommittee (e.g., Finance, Legal, or Fundraising). Qualifications &... 
    Remote work
    Worldwide

    Pacific Atrocities Education

    San Francisco, CA
    3 days ago
  • $232.5k - $313.89k

     ...lifecycle, from formation and financing through strategic transactions and public...  ...phase of growth. The Managing Director opportunity offers the chance...  ...allocation. Client Service & Relationship Support: Partner...  ...(such as management consulting, advisory, or global... 
    Work at office
    Remote work

    Jobleads-US

    San Francisco, CA
    2 days ago
  • $398.43k

     ...Description Morgan Consulting Resources, Inc....  ...health services, HPSM serves one...  ...DHCS) that helps managed care plans like HPSM...  ...The 2024-2028 strategic plan has two areas...  ...and managed care financing. Strategic planner...  ...team, department directors and other key personnel... 
    Temporary work
    Work at office
    Local area

    Health Plan of San Mateo

    South San Francisco, CA
    3 days ago
  • $130k - $170k

     ...visibility into firm operations and requires excellent communication and analytical skills. The ideal candidate will manage projects and execute strategic initiatives. Applicants should have 2-4 years of experience, a relevant bachelor's degree, and a strong dedication... 
    Work at office

    TPG Careers Page

    San Francisco, CA
    2 days ago
  • $159k - $198.7k

     ...far more than calendar management. The Executive...  ...hoc needs spanning the Finance & Strategy, Accounting...  ...board, investor, and strategic external meetings. Most...  ...Partner with BizOps, FP&A, and Accounting to ensure...  ..., high EQ, and strong service orientation. Experience... 
    For contractors
    Flexible hours
    Shift work

    Apollo.io

    San Francisco, CA
    2 days ago
  •  ...delivering impactful solutions. As a Merchant Services Business Development Vice President in...  ..., pricing, legal, and risk partners on deal structuring and diligence; facilitate...  ...acquiring, or payments role. Experience with Strategic Sales practices including buyer mapping... 

    JPMorgan Chase & Co.

    San Francisco, CA
    5 days ago
  • $399k

     ...the Vice President of Asana Services Management & Incubation GTM, you’ll own...  ...Customers & Assist in Closing Deals: Serve as a key executive...  ...sponsor and technical seller on strategic deals, regularly interfacing...  ...of experience in a Senior Director or VP-level capacity leading... 
    Work at office
    Local area
    Work from home
    Worldwide

    Asana

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Deal Services, Strategic Finance and FP&A Consulting - Managing Director. Be the first to apply!