Experience with automation by leveraging tools i.e., Gen AI, Agentic AI, Alteryx, PowerBI
Experience in a public accounting firm, consulting firm or other professional services environment
Experience in an outsourced accounting role
CA, CPA, MBA Finance
Knowledge, Skills and Abilities:
Highly focused customers 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 queues.
Ability to work effectively under pressure, shift priorities quickly as required, and rapidly adapt to changing environments.
Proven ability to work with minimal direc
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, inclusive 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.
The RSM Finance and Accounting Outsourcing (FAO) practice is actively hiring for TDT Client Delivery, Finance Transformation, Automation and Optimization. This position will be responsible for the support and administration, automation, process optimization, deployment of AI tools, adoption, ongoing operation support and team handling. This role will be responsible for consulting and collaborating with our team of highly performing consultants responsible for onboarding new clients and providing ongoing client accounting services (CAS). This role will provide exposure to a variety of clients and client industries to continue your career development. 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.