Accounting Advisory Director – San Francisco, CA

Do you have a passion and a curiosity for understanding and helping private equity portfolio companies overcome their complex accounting and finance challenges?

Are you looking for a more flexible and balanced career?

Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?

RSM is looking for a Director to join our Accounting and Finance Consulting (AFC) practice with a focus in providing accounting and finance advisory services to private equity clients and private equity held portfolio companies. RSM is focused on helping private equity leaders and their portfolio companies succeed. With over 1,800 private equity and venture capital client relationships and nearly 4,000 current private equity portfolio company clients, we work with our clients to create transformative value throughout the investment life cycle. Experienced in serving clients with a local, national or international presence, and across a variety of industries, our professionals bring deep industry expertise and experience advising our private equity clients on a wide range of transactions and events.

Responsibilities:

• Manage multiple concurrent engagements within the AFC practice to deliver high-quality advisory services to private equity firms and their portfolio companies
• Demonstrate intermediate to advanced knowledge of complex accounting concepts, including GAAP compliance, financial statement preparation and accounting policy development
• Work with leaders on “go to market” strategy, participating in proposals, pitch meetings, and developing marketing collateral to drive business development efforts
• Understand RSM’s service lines and collaborate with cross-functional teams
• Support transactional activities by bringing accounting and finance expertise to due diligence, M&A integration, and financial modeling
• 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, finance, and business matters
• 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
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
• Actively read industry publications and stay up to date on industry trends, sharing relevant information with clients as considered applicable
• 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, Finance or equivalent degree
• 8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity clients and their portfolio companies
• Strong technical accounting knowledge, including proficiency in US GAAP and SEC reporting requirements
• Deep understanding of financial reporting requirements, transaction support, and regulatory compliance
• Excellent team and project management skills
• Experience managing client relationships and leading teams in a consulting environment
• Advanced written and verbal communication skills, with the ability to build rapport and credibility with diverse stakeholders
• A proven record of building profitable, sustainable client relationships

Preferred Qualifications:

• CPA or equivalent certification