Financial Consulting Manager - Finance as a Service

About the role

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. Transition Manager - Finance as a Service (FaaS) About RSM USI RSM US Integrated Services India Private Limited is looking for a Transition Manager to join our Finance as a Service (FaaS) practice. Changing economies, evolving accounting standards, and complex client landscapes require structured, low-risk, and well-governed transitions. With more than 90 years of industry expertise, RSM helps clients confidently transform and scale their finance operations. Our FaaS team supports clients across industries including Financial Services, Technology, Not-for-Profit, Family office channel, Manufacturing, and Commercial sectors, delivering end-to-end finance operations through global delivery models. Role Summary The FaaS Transition Manager is responsible for leading end-to-end transition of finance processes from clients or incumbent vendors into RSM's India FaaS delivery model. This role focuses on knowledge transfer, process stabilization, risk management, stakeholder communication, and readiness for steady-state delivery. Qualification and Minimum Entry Requirements - Bachelor's or Master's degree in Accounting, Finance, Commerce, or related discipline - 8-12 years of experience in Finance & Accounting operations - 4-6 years of transition / migration experience (FAO / FaaS / BPO) - Strong understanding of R2R, P2P, O2C - US GAAP exposure preferred - Offshore delivery experience - Willingness to work US hours Position Responsibilities Transition & Onboarding Management - Lead end-to-end transitions of finance processes (R2R, P2P, O2C) from client teams and/or incumbent vendors to RSM's India delivery model, ensuring minimal disruption to business-as-usual operations. - Develop and manage detailed transition plans including scope, timelines, resourcing, dependencies, milestones, and cutover approach; maintain RAID logs and drive closure of actions, risks, and issues. - Plan and execute Knowledge Transfer (KT) through a structured shadow-perform-review model; validate process understanding, address gaps, and confirm readiness through sign-offs and competency assessments. - Create/refresh transition documentation including SOPs, process maps, SLAs/KPIs, RACI matrices, and operating calendars; ensure document control, versioning, and alignment to client expectations. - Proactively identify transition risks (people/process/technology/data/compliance), define mitigation and contingency plans, and monitor early warning indicators during stabilization. Client & Stakeholder Management - Serve as the primary client point of contact during transition, managing expectations, clarifying requirements, and ensuring timely decision-making on scope, controls, service levels, and cutover. - Establish and run transition governance cadence (daily/weekly status, risk reviews, steering committee updates), ensuring clear minutes, action tracking, and escalation paths. - Coordinate across internal stakeholders (FaaS operations, controls, IT, HR, training, quality) and external stakeholders (client SMEs, auditors, third parties) to align deliverables and timelines. - Provide concise executive reporting on progress, key decisions, risks/issues, and financial/operational impact; highlight trade-offs and recommend actions to keep transition on track. Process, Controls & Compliance - Assess current-state processes and controls to identify gaps, inefficiencies, and compliance risks; document findings and agree remediation actions with client and internal leadership. - Align transitioned processes to RSM delivery standards, including standard workpapers, review checklists, segregation of duties, approval matrices, and quality expectations. - Validate control design and operating effectiveness during parallel runs and early production; partner with internal risk/compliance teams to ensure controls are sustainable in BAU. - Maintain audit-ready documentation (process narratives, control matrices, evidence repositories) and support internal/external audit requests related to transitioned processes. Team Leadership - Build, onboard, and train transition and delivery teams; define role expectations, learning plans, and domain/ERP enablement to meet service commitments. - Allocate work across team members based on complexity and skills; set daily priorities, monitor capacity, and remove blockers to ensure milestone adherence. - Review key deliverables for accuracy and completeness (SOPs, reconciliations, month-end files, repor