Finance Transformation Manager (NetSuite)

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 seeking a strong, experienced Manager to lead finance transformation projects for our Finance as a Service (FaaS) outsourced accounting practice. In this role, you will lead and develop a team of high-performing consultants, own the delivery of multiple concurrent client implementations, and play an active role in growing the practice. You will guide clients through the modernization of their finance function, from process redesign and NetSuite implementation through a seamless transition to the ongoing FaaS accounting team.

The ideal candidate combines deep accounting and NetSuite knowledge with proven project and people leadership, thrives in a fast-paced environment, and brings an agile, adaptable approach to managing shifting priorities across multiple projects and workstreams. This position supports our FaaS practice nationally, and candidates can select to be based out of any RSM office (preference for Philadelphia, New York City or Boston).

Responsibilities:

Project and Delivery Leadership

·       Lead end-to-end finance transformation engagements, including NetSuite implementations and deployment of the FaaS technology stack (NetSuite, BILL, Ramp, BlackLine), from planning and design through go-live and transition

·       Oversee multiple concurrent projects and workstreams, managing scope, timelines, budgets, risks and client expectations to deliver high-quality outcomes

·       Facilitate client design sessions to analyze requirements and redesign business processes in line with FaaS best practices, including chart of accounts redesign, procure to pay, order to cash and record to report

·       Own solution design and ensure completion of key deliverables, including functional specifications, configurations, integrations, data migration and testing

·       Apply an agile, iterative delivery approach, adjusting plans and reprioritizing quickly as client needs and business priorities evolve

·       Serve as the primary point of contact for client stakeholders, building trusted relationships and communicating status, issues and decisions clearly

·       Lead client-facing and internal training sessions on NetSuite and related systems

Team Leadership and Development

·       Lead, coach and mentor a team of consultants, assigning work, reviewing deliverables and providing timely feedback

·       Support recruiting, onboarding, performance management and career development of team members

·       Foster a collaborative, accountable and high-performing team culture

Growth and Practice Development

·       Participate in business development activities, including scoping, proposal development, estimates and client presentations

·       Identify opportunities to expand services with new and existing clients and collaborate with other RSM lines of business

·       Define, document and continuously improve repeatable methodologies, tools, templates and accelerators that scale delivery across the practice

·       Champion innovation, including the use of AI and automation to enhance the client onboarding experience and delivery efficiency

·       Contribute to thought leadership, quality control reviews and technology and process optimization for the existing client base

Required Qualifications:

·       Bachelor's degree in Accounting, Finance, Business Management, MIS or Information Systems

·       5-7+ years of experience with Oracle NetSuite, including leading multiple end-to-end NetSuite implementation projects

·       3+ years of experience managing and developing teams of consultants or project staff

·       Proven track record of managing multiple concurrent projects, workstreams and priorities while meeting timelines, budgets and quality standards

·       Expertise in finance process analysis and redesign

·       Experience working in an agile, fast-paced environment with the ability to adapt quickly to changing priorities and competing demands

·       Excellent communication, presentation and client relationship skills, with the ability to engage stakeholders up to the CFO level

·       Strong technology skills, including expertise using AI, strong Microsoft Office skills, and the ability to quickly learn new software applications

Preferred Qualifications:

·       CPA and/or NetSuite certification(s)

·       Experience with BILL, Ramp and/or BlackLine

·       Experience supporting business development, including proposals, scoping and client pursuits

·       Experience in a public accounting firm, consulting firm or other professional services environment

·       Prior accounting experience and knowledge of GAAP

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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. 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.