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

Requirements

• Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field.
• 4-7 years of experience.
• Advanced experience developing and working with integrated financial models, including income statement, balance sheet, and cash flow components.
• Strong foundational valuation skills, including application of income and market approaches.
• Experience supporting client-facing engagements or internal stakeholders in a consulting, advisory, banking, or corporate environment.
• Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.
• Experience modeling equity, debt, and hybrid instruments in support of transactions or strategic finance initiatives.
• Experience developing consolidated or business-unit-level forecasts using bottom-up and top-down approaches.
• Experience preparing and reviewing executive-level or management-ready presentation materials summarizing financial findings and insights.
• Experience providing day-to-day guidance or review oversight for junior team members.
• CPA, CFA, or progress toward a relevant professional certification.
• Additional Role Expectations
• 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.

Benefits

Additional Information

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. USA, CANADA: Job Responsibilities Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements. Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions. Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks. Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence. Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives. Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences. Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members. Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights. Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.

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