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Transaction Advisory Services Director - Financial Services

Company: RSM US LLP
Location: Columbus
Posted on: August 7, 2022

Job Description:

RSM is seeking a Transaction Advisory Services Director with Financial Services/FinTech vertical expertise. The TAS Manager works closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. Responsibilities:

  • Performs (as part of a team) financial and operational due diligence for clients who are acquiring businesses
  • Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
  • Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
  • Uses various software tools as designated by the firm
  • Interacts with the other functional areas of the practice including tax, audit and other consulting practices
  • Assists in preparing proposals and engagement letters
  • Represents the firm in community activities and professional association Basic Qualifications:
    • Bachelor's degree in Accounting
    • Minimum of 8 years experience in a mix of Audit andTransaction Advisory practice within a national public accounting or consulting firm
    • Supervision / Team Leadership experience
    • Specific Financial Services industry expertise (e.g. consumer finance, investment advisors, mortgage, banking, insurance etc)
    • Ability to direct and manage client engagements
    • Excellent verbal and written communication skills
    • Proficient with Microsoft Excel and Microsoft PowerPoint
    • Ability to travel 20-30% overnight Preferred Qualifications:
      • CPA certification
      • Networking and communicating with C-level executives
      • Strong project management skills
      • Evaluated as exceptional performer in current position
      • Possess a good balance of strong audit skills and business acumen
      • Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
      • Ability to be a self-starter and to be confident when interacting with clients and asking questions
      • Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
      • Ability to apply critical thinking and problem solving skills You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood. RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans. Job ID: req19101_Columbus Line of Business: Consulting Services SubFunction: TAS FDD and Advisory Job Type: FullTime Req #: req19101_Columbus Location: Columbus, OH US Region: Great Lakes Region Job Category: Business Consulting/Technology Employment Type: Experienced Degree Required: Bachelor Travel: Yes

Keywords: RSM US LLP, Columbus , Transaction Advisory Services Director - Financial Services, Accounting, Auditing , Columbus, Ohio

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