Job Details

Strategic Finance and FP&A Consulting - Managing Director

  2026-05-09     RSM     San Francisco,CA  
Description:

RSM Strategic Finance and FP&A Managing Director Opportunity

RSM is currently seeking a Managing Director to join our Strategic Finance and FP&A team. 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


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