Financial Consulting Supervisor 1 - Technical Delivery

The RSM FaaS Accounting Financial Consulting (FaaS-AFC) practice is actively hiring for FS+ Client Onboarding and System Implementations Supervisor. 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:

• Lead system implementation and onboarding of new clients within the RSM Fund Services Plus (FS+) practice.
• Lead client design sessions to analyze requirements and redesign business processes in connection with FS+ standards and practices.
• 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.
• Process Optimization: Collaborate with finance and accounting teams to identify opportunities for process improvement and automation using Allvue.
• 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:
  • Business process evaluation
  • Procedure development
  • System process flow and requirements
  • QA planning and testing
  • 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.

Required Qualification:

• Bachelors degree in accounting, Finance, MIS or IT
• 5+ years of fund accounting experience in the private equity or real estate industry
• Ability to interpret/applying the financial and operational terms of Limited Partnership Agreements for private equity funds
• Expertise in process analysis and redesign of business processes
• 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.

Preferred Qualifications:

• Allvue Implementation Certified Consultant
• Experience in a public accounting firm, consulting firm or other outsourced accounting roles
• Background in financial close process optimization/continuous improvement
• Experience leading implementations of 3rd party accounting systems

Knowledge, Skills and Abilities:

• Highly customer focused with ability to provide consistently excellent customer service and professionalism.
• Excellent written and verbal communication skills.
• Able to quickly assess situations to pinpoint the scope/source of technical issues in a fast-paced environment.
• Must be dependable and able to work both individually and in a team environment.
• Must possess strong sense of ownership of client relationships.
• Positively represent the company to clients and always provide empathetic and friendly customer service.
• Possesses excellent time management and organizational skills to manage case load of old and new cases in individual case queue.
• Ability to work effectively under pressure, shift priorities quickly as required, and rapidly adapt to changing environments.
• Proven ability to work with minimal direction, as well as be resourceful and independent in solving problems.
• Strong computer skills and proficient use of Excel, Word, PowerPoint