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Business Partnering, Planning, and Performance Manager - Financial Consulting

  • ... New York, New York, United States
  • ... Full time
  • ... Salary: 190400 per year
  • Posted on: Feb 05, 2024       Expires on: Mar 21, 2024

Business Partnering, Planning, and Performance Manager - Financial Consulting   

JOB TITLE:

Business Partnering, Planning, and Performance Manager - Financial Consulting

JOB TYPE:

Full-time

JOB LOCATION:

New York New York United States

JOB DESCRIPTION:

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.

RSM is looking for a Manager to join our Financial Consulting (“FC”) practice to work closely with our Fund Services+ leadership and operational teams and provide critical business partnering, performance reporting, and project management.
The role will be both internal based and client facing.

Responsibilities:

  • Fund Services+ BPP&P is responsible for planning, coordinating, and execution of various tasks relating to both internal directive and client servicing tasks, including:
  • Monitor and report on internal KPI’s, including monthly budget/actual forecasting, technology investments, utilization, etc.
  • Assist with planning and project managing technology onboardings and integrations for both internal projects and clients.
  • Assist with critical project management related to client onboarding(s) for FS+.
  • Coordination across practice lines where we offer a bundle of services (i.
    e.
    ensuring we are well aligned across business lines for client onboarding, project planning, meeting cadence, invoicing/billing, etc.
    )
  • Assist with the client pursuit process, including management of the administrative logistics of the proposal and client acceptance process (i.
    e.
    ensure compliance with firms policies)
  • Gain an understanding of the operational needs of clients (“demand”) and coordinate according with respective Engagement and RL’s.
  • Understand RSM's service lines and work as a team to provide solutions for applicable needs of your clients.
  • Collaborate directly with firm specialists/subject matter experts to address client needs and/or provide assistance necessary.
  • Assist engagement leaders in drafting client proposals
  • Assist with drafting contracts (i.
    e.
    engagement letters, statements of work, msa, etc.
    ) in collaboration with the engagement leader
  • Track and provide performance reporting for FS+, including budget vs actuals, cost spend, and various other business needs
  • Meet with solution leaders and assist in documenting annual business plan, including overall plan, action steps, responsible parties, and deliverable timelines.
  • Create and maintain various tracking tool(s) to ensure consistent, accurate, and timely performance reporting.
  • Coordinate, schedule, and assist in hosting ad-hoc and ongoing meetings related to both clients and internal directives.
    Monitor progress of these respective meetings/discussions and ensure all key information is tracked effectively.
    Assist with documenting meeting minutes and distributing to all relevant stakeholders.
  • Assist in identifying project risk and challenges and determine the appropriate corrective action to ensure projects are delivered on time.
  • Create presentations to keep leadership and key stakeholders abreast of current standing.

Required Qualifications:

  • BS/BA Degree
  • 5+ years of current or recent experience in Private Equity, Asset Management, and/or Real Estate companies.
  • Prior experience with project management and/or business partnering and planning
  • Prior experience with performance reporting across functional areas
  • An entrepreneurial and growth mindset
  • Advanced written and verbal communication skills.
  • A proven record of problem solving and creating efficient processes .
  • Excellent project management skills.
    Candidate must demonstrate exceptional organization and ability to manage time, multi-task and meet deadlines, as well as possess strong creative problem solving and conflict resolution skills.
  • Teamwork.
    Candidate must demonstrate experience in working as a productive member of a team.
  • Outstanding relationship management skills and personal networking skills
  • Strong presentation skills
  • Attention to detail

Preferred Qualifications:

  • PMP Certification a plus
  • Six Sigma certification a plus
  • Knowledge of Microsoft Co-pilot a ‘plus’

At RSM, we offer a competitive benefits and compensation package for all our people.
We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.
RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.
We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
Learn more about our total rewards at https://rsmus.
com/careers/working-at-rsm/benefits .

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer.
We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals.
We welcome and support all our employees to thrive in an environment free of discrimination and harassment.
As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.
com .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.
e.
F-1 visa holders).
However, those candidates who may be recent U.
S.
college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.
S.
or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.

Compensation Range: $89,100 - $190,400

Position Details

POSTED:

Feb 05, 2024

EMPLOYMENT:

Full-time

SALARY:

190400 per year

SNAPRECRUIT ID:

S-1707479095-6bca56186671996aafdbd1d0c22cd1aa

LOCATION:

New York United States

CITY:

New York

Job Origin:

jpick2

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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.

RSM is looking for a Manager to join our Financial Consulting (“FC”) practice to work closely with our Fund Services+ leadership and operational teams and provide critical business partnering, performance reporting, and project management. The role will be both internal based and client facing.

Responsibilities:

  • Fund Services+ BPP&P is responsible for planning, coordinating, and execution of various tasks relating to both internal directive and client servicing tasks, including:
  • Monitor and report on internal KPI’s, including monthly budget/actual forecasting, technology investments, utilization, etc.
  • Assist with planning and project managing technology onboardings and integrations for both internal projects and clients.
  • Assist with critical project management related to client onboarding(s) for FS+.
  • Coordination across practice lines where we offer a bundle of services (i.e. ensuring we are well aligned across business lines for client onboarding, project planning, meeting cadence, invoicing/billing, etc.)
  • Assist with the client pursuit process, including management of the administrative logistics of the proposal and client acceptance process (i.e. ensure compliance with firms policies)
  • Gain an understanding of the operational needs of clients (“demand”) and coordinate according with respective Engagement and RL’s.
  • Understand RSM's service lines and work as a team to provide solutions for applicable needs of your clients.
  • Collaborate directly with firm specialists/subject matter experts to address client needs and/or provide assistance necessary.
  • Assist engagement leaders in drafting client proposals
  • Assist with drafting contracts (i.e. engagement letters, statements of work, msa, etc.) in collaboration with the engagement leader
  • Track and provide performance reporting for FS+, including budget vs actuals, cost spend, and various other business needs
  • Meet with solution leaders and assist in documenting annual business plan, including overall plan, action steps, responsible parties, and deliverable timelines.
  • Create and maintain various tracking tool(s) to ensure consistent, accurate, and timely performance reporting.
  • Coordinate, schedule, and assist in hosting ad-hoc and ongoing meetings related to both clients and internal directives. Monitor progress of these respective meetings/discussions and ensure all key information is tracked effectively. Assist with documenting meeting minutes and distributing to all relevant stakeholders.
  • Assist in identifying project risk and challenges and determine the appropriate corrective action to ensure projects are delivered on time.
  • Create presentations to keep leadership and key stakeholders abreast of current standing.

Required Qualifications:

  • BS/BA Degree
  • 5+ years of current or recent experience in Private Equity, Asset Management, and/or Real Estate companies.
  • Prior experience with project management and/or business partnering and planning
  • Prior experience with performance reporting across functional areas
  • An entrepreneurial and growth mindset
  • Advanced written and verbal communication skills.
  • A proven record of problem solving and creating efficient processes .
  • Excellent project management skills. Candidate must demonstrate exceptional organization and ability to manage time, multi-task and meet deadlines, as well as possess strong creative problem solving and conflict resolution skills.
  • Teamwork. Candidate must demonstrate experience in working as a productive member of a team.
  • Outstanding relationship management skills and personal networking skills
  • Strong presentation skills
  • Attention to detail

Preferred Qualifications:

  • PMP Certification a plus
  • Six Sigma certification a plus
  • Knowledge of Microsoft Co-pilot a ‘plus’

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits .

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.

Compensation Range: $89,100 - $190,400

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