RSM US

Deals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling

$112K–$226KFull-time · Dallas
✓ Verified live on the employer's own system · added 36 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 5+ years

Skills & tools

Financial AnalysisFinancial ModelingManagementProject ManagementCustomer ServiceAccountingEconomicsData Analysis
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Full job description

- Leads strategic finance and FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction-related analyses. - Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making. - Analyzes current and historical financial data to assess business performance, investment opportunities, and potential risks. - Interprets financial, market, and industry data to develop insights and recommend strategies aligned to client objectives. - Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through deal analysis and financial modeling. - Prepares client-ready analyses, presentations, and materials for executive, board, and management audiences. - Serves as a primary point of contact for day-to-day client engagement execution, ensuring scope, timelines, and quality standards are met. - Manages and coordinates engagement teams, providing direction, reviewing work products, and supporting the development of junior team members. - Applies deep technical knowledge and professional judgment to deliver high-quality client service and innovative financial solutions.

- Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus 6-11 years of post-bachelor's experience involving financial analysis; OR - Master's degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus at least five years of related experience involving financial analysis. - Advanced experience developing and explaining fully integrated three-statement financial models. - Strong foundational valuation skills, including application of income and market approaches. - Experience supporting strategic finance initiatives, transactions, or financial planning activities in a consulting, advisory, banking, or corporate environment. - 4+ years of experience.

- Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments. - Advanced proficiency modeling equity, debt, and hybrid instruments related to transactions or strategic finance events. - Experience developing consolidated, business unit, and asset-level forecasts using both bottom-up and top-down approaches. - Strong experience preparing executive-level and board-ready presentations summarizing findings, insights, and recommendations. - Experience building financial analytics models and tools, including exposure to advanced data analysis or visualization technologies. - CPA, CFA, or other relevant professional certification.

- Travel: Up to 25%, based on client and engagement needs. - Peak Periods: Periodic increases in workload during active transactions or client delivery phases. - Scheduling: Flexibility to meet client deadlines and engagement demands.

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