Deal Services, Strategic Finance and FP&A Consulting - Managing Director
$181.9k - $397.7kRSM 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 strategic planning; 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 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$265k - $325k
...EY-Parthenon – Deals – Healthcare - Payor Services – EYCA – Investment Banking - Managing Director The opportunity... ...environment with corporate finance and established... ...companies regarding M&A, strategic, and corporate... ...in assurance, consulting, tax, strategy and...SuggestedWork experience placementSummer holidayWork at officeFlexible hours$181.9k - $397.7k
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...Together, we run. The Vice President of Strategic Finance & Analytics (SF&A) is a key member of... ...company-wide financial planning & analysis (FP&A) and delivering the data-driven... ...comfortable presenting to the Board of Directors as they are rolling up their sleeves to...SuggestedWork experience placementWork at office3 days per week- ...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...Suggested
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...Ambience's most consequential strategic frontiers - partnerships,... ...and not an additional management layer. It is a problem-solving... .... Financial modeling and deal support. When partnership... ...equity, management consulting, strategic finance, or corporate development...SuggestedWork at officeRemote workFlexible hoursShift work$265k - $325k
...San Francisco EY-Parthenon - Deals - Healthcare - Payor Services - EYCA - Investment Banking - Managing Director Ernst & Young Capital... ...environment with corporate finance and established investment banking... ...Advise companies regarding M&A, strategic, and corporate finance...Work experience placementSummer holidayWork at officeFlexible hours- ...-out in history. When people finance GPU clusters, the datacenters... ...Francisco Compute is frequently a deal company. Sometimes this is... ...large, complex deals that require managing lots of different parties. We’... ..., past or present military service, HIV status, family medical history...Long term contractContract workFixed term contractWork at officeLocal areaVisa sponsorshipShift work
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...an independently managed company owned by industry... ...Licensing and Strategic Partnerships to... ...alignment with legal, finance, program... ...pipeline health, deal progress, revenue... ...leadership roles (Director level or above) in... ...disability, military service, pregnancy, childbirth...Full timeTemporary workWork at officeLocal areaRemote workWorldwideFlexible hoursWeekend work- ...Founded 2005 Employees 11-50 Categories Consulting & Professional Services International Trade Finance Financial Services Non Profit Impact... ...opportunity notes, and the formation of strategic partnerships across high-net-worth individuals,...
$167.8k - $255.6k
Consulting Solutions Executive Job Category: Professional Services Location: US - California - Remote Meet... ...Pegasystems develops strategic applications for sales... ...feedback to the product management and engineering teams... ...Pega certifications Finance knowledge preferred...Local areaRemote workFlexible hours$88.8k - $165.6k
...development and management of key client relationships... ...issues, using strategic problem-solving... ...complex deals and secures credit... ...Bank products and services that include credit... ...Provides specialized consulting, analytical and... ...Administration, Finance and Accounting preferred...Part timeWork experience placementLocal area$150k - $250k
...Responsible to manage and grow a portfolio of... ...Continuously provide advisory services by outlining the... ...the client's needs. Consult with clients regarding... ...organizational, operational, and strategic that are necessary to... ...business, preferably finance or accounting, or...Full timeContract workTemporary workPart timeWork experience placementLocal areaRemote work- ...Health Care Financial Services Consulting & Professional Services... ...Adjusting Insurance Finance Specialties workers'... ...administration claims revenue cycle management denials prevention and... .... This role requires a strategic approach to sales, including...Flexible hours
$336k - $420k
...President, Business Development & Strategic Partnerships Flex is a... ...that better fits their finances and budget. Our mission is to... ...record of closing game‑changing deals and turning them into material... ...position for someone who thrives in consultative, complex sales environments,...Full timeContract workLocal areaRelocation packageFlexible hours2 days per week3 days per week$155k - $210k
...responsible for the end-to-end management of BlackRock's operating and... ...resilient operations. The Strategic Platforms business within... ...This role sits in our ETF Servicing Team which is responsible for... ...businesses small and large; finance infrastructure projects that...ApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week- ...201-500 Categories Consulting & Professional Services Publishing Early Childhood... ...Education Knowledge Management E-Learning... ...leadership position demands a strategic thinker with a proven track... ...history of closing high-value deals and structuring multi-million...
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$110k - $225k
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...delivering independent strategic and financial... ..., boards of directors, special committees... ...a wide range of services, including the Transaction... ...Resolution Consulting practices.... ...overall project management execution and acting... ...in Mathematics, Finance, Economics, Business...Worldwide- ...Vice President, Strategic Growth Initiatives About the Company Internationally renowned financial services company specializing in investment management, research & trading Industry Financial... ...technology, data and AI, and finance to drive transformation and will...
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- ...Executive Director, Legal & Advocacy Services About the Company Well-established organization... ...for providing visionary and strategic leadership, overseeing all... ...carried out. This includes managing programs, fundraising, finance, and external relations to maintain...
$265k - $330k
...partnerships. The Opportunity As a Managing Director within our Commercial Advisory Consulting Group, you will be a key growth... .... This role is ideal for a strategic thinker with entrepreneurial energy... ...to define market strategy, service expansion priorities, and operational...Local areaFlexible hours- ...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 work
$144.5k - $200k
...Vice President (Manager) We are the... ...way to work in finance. As private equity... ...financial consulting rooted in data,... ...-to-report and FP&A Design future... ...initiatives on a strategic roadmap,... ...Transformation Directors in driving transformation... ...mix of client service and private...Work at officeLocal areaRemote work2 days per week
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