Financial Consulting Associate - Technical Delivery

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The RSM FaaS Accounting Financial Consulting (FaaS-AFC) practice is actively hiring for FS+ Client Onboarding and System Implementations – Senior Associate. This position will be responsible for the support and administration of the deployment, adoption, optimization, and ongoing operation of the Allvue Fund Accounting, including journal entries, Data integration, New Client configuration. This role will be responsible for consulting and collaborating with our team of high-performing consultants responsible for onboarding new clients and providing ongoing support for the client accounting services (CAS). The ideal candidate will have knowledge and experience in both accounting and cloud-based technology solutions along with an understanding of how to leverage technology for process improvement. 

Key Responsibilities:

• Assist with system implementation and onboarding of new clients within the RSM Fund Services Plus (FS+) practice.
• Allvue Configuration: Configure and maintain the Allvue platform to align with our specific financial processes and business requirements.
• User Support: Provide training and support to end-users, troubleshoot issues, and ensure a smooth user experience within the Allvue platform.
• Data Integrity: Maintain data integrity and data quality within the Allvue platform, including data imports and exports.
• System Upgrades and Enhancements: Stay up to date with Allvue software updates and collaborate with IT for system upgrades and enhancements.
• Compliance: Ensure that Allvue usage adheres to regulatory and compliance requirements.
• Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team and other lines of business within RSM.
• Actively assist with other project-based initiatives on an ad-hoc basis, including quality control review and technology/process optimization of current client base.
• Optimize use of Allvue and Yardi accounting systems through the following activities:
  • User training development and deployment
  • Production support for problems and enhancements resulting from quarterly product releases.
  • Ensures adequate communication and proper integration across entirety of AFC practice and our technology partners.
  • Provide technical support to end-users to resolve issues with Allvue and Yardi use, including escalation through proper channels within RSM and with Allvue/Yardi support.
  • Perform other duties/projects as required.

Required Qualification: 

• Bachelor’s degree in accounting, Finance, MIS or IT
• 1 to 3years of fund accounting experience in the private equity or real estate industry
• Excellent communication and presentation skills
• Strong time management and organizational skills with sensitivity to timeframes, budgets and outcomes across multiple clients and projects
• Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands.
• Strong technology skills and ability to quickly learn and use new technology software applications.
• Strong Microsoft Office skills

Preferred Qualifications:

• Experience in an outsourced accounting role
• Background in financial close process optimization/continuous improvement

Knowledge, Skills and Abilities:

• Highly customer focused with ability to provide consistently excellent customer service and professionalism.
• Excellent written and verbal communication skills.
• Must be dependable and able to work both individually and in a team environment.
• Possesses excellent time management and organizational skills to manage case load of old and new cases in individual case queue.
• Strong computer skills and proficient use of Excel, Word, PowerPoint

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 https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

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 send us an email at careers@rsmus.com.