27 Financial Consulting Jobs

Role Description Finance Business Advisory is responsible for advising and supporting business leaders in assigned Divisions/Business Units on specific functional subject areas. Advice should be consistent with the banks strategy and ensure adherence to bank policy, relevant legal/regulatory frameworks and future state financial performance. Work includes: Providing financial consulting and coaching (e.g., interpreting financial results and measures in the context of business operations) Creating forward looking financial insight on market conditions, competitors, and alternative business scenarios Improving the quality of internal and external financial data to drive business decision making and performance Implementing appropriate policies and processes, in line with bank and Divisional strategy Maintaining function responsibility for defined topics Your key responsibilities Finance Business Advisory is responsible for advising and supporting business leaders in assigned Divisions/Business Units on specific functional subject areas. Advice should be consistent with the banks strategy and ensure adherence to bank policy, relevant legal/regulatory frameworks and future state financial performance. Work includes: Providing financial consulting and coaching (e.g., interpreting financial results and measures in the context of business operations) Creating forward looking financial insight on market conditions, competitors, and alternative business scenarios Improving the quality of internal and external financial data to drive business decision making and performance Implementing appropriate policies and processes, in line with bank and Divisional strategy Maintaining function responsibility for defined topics The individual will be based in the TDI Central team within Infrastructure CFO. TDI Central is accountable for defining, governing and controlling TDI CFO forecasting and planning processes and methodologies. TDI Central is also centrally responsible for all data, analytics, control reporting and story telling to the TDI COO/CIO and CFO Senior Management. The work from this team is directly used by MB-1 and MB-2 Managing directors such as Emily Etchberger, Robert Casebourne, Guglielmo Biason, James Rivett and more. The team also works directly with TDI CFOs governing the forecasting and planning process, supporting them with their day to day data requirements and challenge the assumptions behind the numbers The individual will be working in TDI Central, directly reporting to the TDI Central Lead, responsible for supporting in all the data and analytics requirements. They will own the coordination of inputs from TDI CFOs, ELOs for IT SW, IT Res/Ser for gathering and accurately processing the monthly forecast data and ensuring they are fed into the Financial Systems with buy-in from the respective COOs & CFOs. They will also support the month-end activities (Flash / Forecast), providing insights on the major development of FTEs and vendor spend. Not approving this role will be directly impacting the TDI Central deliverable which will have a direct upstream and downstream stakeholder impacts Your skills and experience Financial reporting FP n A SAP, BCS, BCP, PFC Excel PowerPoint

About Uniqus Consultech: Uniqus Consultech is a global tech-enabled consulting company that specializes in Accounting & Reporting, ESG and Tech Consulting. The Company was co-founded in December 2022 by consulting veterans and backed by marquee investors such as Nexus Venture Partners, Sorin Investments, and other angel investors. Uniqus has also onboarded, a global ESG Head with over 20 years of experience and a veteran technology specialist to lead Technology Consulting globally.Uniqus has a global team of over 400 professionals led by 50+ Partners & Directors spread across eight offices across USA, India, and the Middle East regions. The company serves more than 200 clients, which include marquee names from sectors such as Banking, Multinational Conglomerates, E-commerce, Retail. Uniqus is committed to leveraging technology and an integrated global delivery model to provide best-in-class consulting services that drive measurable results and create long-term value for its clients Accounting & reporting Consulting Our Accounting & Reporting Consulting (ARC) practice is designed to partner with the finance function as an extension of your team. Our global talent pool has deep functional and technology expertise for the finance function. We provide the technical know-how, skills, technology, and bandwidth that allow you to maneuver the challenges in real-time without adding additional manpower costs within the organization.We bring in a rich understanding of multi-geographical accounting frameworks such as U.S. GAAP, IFRS, Ind AS and other country-specific regulationsLocation: BangaloreRole & ResponsibilitiesUniqus is seeking professionals for our ARC team. As an Associate Director, you will work with clients to provide high-quality accounting advisory services set out above. You will be responsible to maintain client relationships with senior stakeholders, work with Partner & Directors as well as mentor the team members apart from providing support on our business development and practice management initiatives.Responsibilities:- Participate in business development activities and contribute to proposal development.- Manage client relationships and act as a point of contact for clients.- Project management- Technical accounting advice to clients on complex accounting issues, and conduct research on accounting topics and prepare technical memos- Assist clients with the implementation of new accounting standards.- Assist clients with financial reporting, including the preparation of financial statements.- Review and analyse client financial information and provide recommendations for improvement.- Supervise and mentor team members.- Stay up to date on developments in accounting standards and regulations.- Ability to manage multiple engagements and deadlines,- Attention to detail and ability to work independently.- Apply independent and objective professional judgment in applying accounting standards to meet engagement expectations, including regulatory requirements.Requirements:- We're looking for accounting professionals who are passionate about providing accounting and reporting consulting to clients which includes support on technical and special matters including GAAP Conversion, accounting policy support, new accounting standard implementation (end to end), and Disclosure support for IFRS/USGAAP/Ind AS. The incumbent will work for top global clients across a wide variety of markets and industry sectors.- Strong domain, project management, business development and people skills.- Demonstrate a sound understanding of accounting concepts; stay informed of professional standards; and effectively apply this knowledge to moderately difficult and/or complex client situations.- Flexibility and willingness to travel on short notice, as necessary.- Possess strong domain knowledge.- Strong analytical and problem-solving skills.- Strong written and verbal communication skills.- Ability to work under pressure - stringent deadlines and tough client conditions which may demand extended working hours.- Demonstrate integrity, values, principles, work ethic and lead by example.Qualifications:- Qualified CAs with experience of working in technical accounting/financial reporting.- 5-9 Years of relevant experience.

Key Responsibilities: BlackLine Configuration: Configure and maintain the BlackLine platform to align with our specific financial processes and business requirements. User Support: Provide training and support to end-users, troubleshoot issues, and ensure a smooth user experience within the BlackLine platform. Process Optimization: Collaborate with finance and accounting teams to identify opportunities for process improvement and automation using BlackLine. Reconciliation Management: Oversee reconciliation processes and ensure accuracy and completeness in line with accounting standards. Journal Entry Management: Assist in the management and review of journal entries within BlackLine, ensuring compliance and accuracy. Task Management: Create, assign, and monitor tasks within BlackLine to streamline financial workflows. Data Integrity: Maintain data integrity and data quality within the BlackLine platform, including data imports and exports. System Upgrades and Enhancements: Stay up to date with BlackLine software updates and collaborate with IT for system upgrades and enhancements. Reporting and Analytics: Generate reports and provide insights to support financial decision-making. Compliance: Ensure that BlackLine usage adheres to regulatory and compliance requirements. Develop collaborative relationships with partnering teams and stakeholders to identify system improvement opportunities. Optimize use of BlackLine system through the following activities: Business process evaluation Procedure development System process flow and requirements QA planning and testing Creation and oversight of documentation related to standard operating procedures. User training development and deployment Production support for problems and enhancements resulting from quarterly product releases. Ensures adequate communication and proper integration across entirety of FAO practice and our technology partners. Provide technical support to end-users to resolve issues with BlackLine use, including escalation through proper channels within RSM and with BlackLine support. Perform other duties/projects as required. Required Qualification - Senior Associate level: Bachelor's degree in accounting, Finance, MIS or IT Nonprofit industry experience and expertise 5+ years Accounting or Finance Experience Background in financial close process optimization/continuous improvement BlackLine Experience as a User & Admin (Local, Business or System) Experience leading implementations of Sage Intacct Expertise in process analysis and redesign of business processes Excellent communication and presentation skills Strong time management and organizational skills with sensitivity to timeframes, budgets and outcomes across multiple clients and projects Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands. Preferred Qualifications: BlackLine Implementation Certified Consultant Experience with BILL, Tallie, Sage Intacct Experience in a public accounting firm, consulting firm or other professional services environment Experience in an outsourced accounting role CA, CPA, MBA Finance

About this role: Wells Fargo is seeking a Finance Analyst In this role, you will: Participate in functions related to financial research and reporting Forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews Identify opportunities for process improvements within the scope of responsibilities Research moderate to complex financial data in support of management decision-making for a business Create and communicate various activities such as product pricing, product, and portfolio performance Exercise independent judgment to guide key metrics forecasting, closing data and validation Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting Develop expertise on reporting that meets brand standards and internal control standards Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Degree in Accounting or Engineering with Data Science or higher in business administration, Project management certification Strong experience in projects involving data sourcing, data integration, performing related data study, Gap analysis of Data elements between the key reports and Data available in the Application to aid adoption of new System for achieving the larger objective of FTO to eliminate Data redundancy, standardize data and establish single source for Finance Use cases as medium term priority and Non-Finance Use cases as the long term priority by performing the above activities in financial services industry or equivalent demonstrated through the following work experience, training, and education. Knowledge and understanding of Data warehouse, database querying using SQL or similar querying methods. Experience in Project management related to Data sourcing, establishing Data integrity controls and Data analysis to enhance quality. Experience in Microsoft Office skills, writing Structured Query Language (MS_SQL) and basic knowledge in Python and Power Bi Experience in working as part of highly agile transformation/change management teams. Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, presentation and interpersonal communication skills. Knowledge and understanding of financial services industry, with emphasis on Capital Market products Strong organizational, multi-tasking, and prioritizing skills as projects involve interaction with Senior leadership groups Experience in scenarios where Problem solving and Critical thinking are demonstrated Ability to come up with solutions where minimal information is available through connecting the dots and collaborating with Upstream, Data domains, Technology & Downstream users Ability to train and guide team members and manage transformation initiatives to optimize operational effectiveness and efficiencies. Job Expectations: Work in agile teams using scrum methodologies for product development that facilitates activities and Projects related to Applications support in Finance Data Operations. Collaborate and consult with peers, colleagues, product owners, stakeholders, and leadership to serve Downstream User communitys Data needs by achieving product vision. Use Analytical skills and Project Management techniques to support data integration, minimum curation to facilitate production of reports that enables Regulatory Report submission and analysis, insights gathering to support decision making by Management. Use data analysis techniques by interacting with SQL platforms to aid data sourcing from multiple Data domains. Spearhead efforts in identification of Risk and implementation of controls, documentation of our consolidated reporting and control architecture, establishing an effective and G&O compliant architecture for daily financial reporting. Face off with internal and external audit and COSO for a high-risk application as defined under operational risk guidelines. Have a robust understanding of relational databases where the Analyst will need to analyze large volumes of data via SQL queries to aid Gap analysis as part of Data study to eliminate Data redundancy and overlap between source domains. This is a very high exposure group and the ideal candidate will be a driver of change in establishing Data sourcing, developing Application controls and building effective partnerships within and across cross functional teams like Sourcing team, Data Landing Zone team, Technology team, Risk-Control, Operations team and Downstream teams.

Qualification and Minimum Entry Requirements Experience across Minimum 5 bullets points below Chartered Accountant/CPA with 2-4 years of technical accounting experience. Understanding of audit services with mediocre to in-depth knowledge of US GAAP and IFRS Experience (Intermediate to advanced level) with any or all of following GAAP standards preferred: ASC 280, 810, ASC 805 815, 718, 323, 325, 480 preferred. IFRS 10, 9, 3, IAS 28, 32. Exposure on accounting and financial reporting of IPO vehicles like traditional IPOs, REITs, SPACs or DeSPAC projects, business trusts, reverse recapitalisations etc. Experience with and familiarity with reporting and disclosure requirements applicable to registration statements filed with SEC and Rule 144A offerings. Advanced written and verbal communication skills Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements Experience in drafting sections of Form F1, F4, 10-K, 10-Q, S-1, S4 PCAOB financial statement uplift and Audit Readiness assistance. Assist in the preparation and review of technical memos and other disclosures on engagements. Position Responsibilities Participate in and supervising multiple engagements within the Accounting and Finance Consulting (AFC) practice to provide technical accounting and financial or business advisory guidance to U.S. based private and public clients, Demonstrate strong knowledge of complex accounting concepts. Previous experience in managing large and small projects related to atleast 2 of IFRS Conversions, Business Combination (ASC-805), Consolidation (ASC -810), Revenue Recognition, IPO transaction support, carve outs, Fair Value Accounting, Lease Accounting, and VIE Analysis Work on drafting financial statements as per SEC regulations for IPO and other filings. Perform audit readiness support for complex accounting matters and provide services to U.S. based public clients. Work on projects entailing review of reporting and disclosure requirements applicable to registration statements filed with SEC and Rule 144A offerings. Working on Financial Statements disclosure checklists, SEC disclosure checklists for registration statements, drafts of sections of various SEC filings (e.g., MDA draft, etc) Candidate should have prior experience working in a capability centre delivery model for US clients.

Hiring for - Business Analyst Location - Hyderabad, Bangalore, Mumbai, and Pune Exp - 5yrs to 8yrs Qualification - MBA Must, CA can also be considered Required skills - Should have experience in Fund Accounting from Alternative Investments or Private Equity or Hedge Funds or real estate accounting or similar Background. - Should have experience in tools like Confluence or Fundsuite Arc or Performa or Any other similar Automation tool. - Experience in Power BI or SSRS is preferred. - Strong interest in a career that combines technology, finance/accounting, and consulting - Detail oriented, possess strong listening, verbal/written communication skills, and able to collaborate well with others - A minimum of 3-7 years of experience as a consulting/technology implementation/finance professional who comes with an experience in automating calculations and building various automated models. - Strong comfort with Microsoft Excel (proficiency with Lookups and Pivot Tables to name a few) - Background in the financial services domain - Experience in client-facing roles and managing client relationships - Familiarity with SSRS/Power BI/similar tools. Preferred skills - Experience helping businesses improve processes using technology - Experience and strong comfort with database systems (such as SQL/Oracle) and financial/accounting systems - Understanding of alternative investment industry/hedge funds and Private equity background/Domain - Experience with fund fee calculations and legal documents (such as LPAs), along with an understanding of common fund structures

We are looking for a highly motivated and experienced Financial Consulting Supervisor to join our Fund Services team in Bengaluru. The ideal candidate will have 5-10 years of experience in fund accounting, preferably in the private equity industry. Roles and Responsibility Prepare quarterly and annual financial statements, financial statement footnotes, and investor reporting packages. Manage day-to-day operations for private equity and real estate fund administration clients, including cash management, wire setup, and expense payments. Assist with onboarding new clients, setting up investors, investments, reports, and LP reporting portal. Coordinate with external auditors and tax providers for year-end audits and tax return information. Train new or junior staff members. Maintain and update investor data as needed. Job Requirements Minimum 5 years of experience in fund accounting, preferably in the private equity industry. Strong analytical skills, detail-oriented, and highly organized. Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint) and fund accounting software like Investran and E-Front. Ability to interpret and apply financial and operational terms of Limited Partnership Agreements for private equity funds. Undergraduate degree in accounting; CPA and/or CA preferred. Possess a strong work ethic, personal and professional integrity, and a positive attitude. Demonstrate excellent oral and written communication and influencing skills. Ability to work in a dynamic, fast-paced environment and handle multiple projects. Proficient knowledge of complex fund terms, technical accounting issues, and fund structures in the private equity industry. Experience working with RSM's fund services platform is an added advantage.

We are looking for a skilled Financial Consulting Manager to lead our finance team in Mumbai. The ideal candidate will have 10-15 years of experience in financial consulting, with expertise in accounting and project management. Roles and Responsibility Lead and manage the finance team to deliver high-quality services to clients. Develop and implement financial strategies to drive business growth. Manage and analyze financial data to provide insights to stakeholders. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with regulatory requirements and industry standards. Provide training and development opportunities to team members. Job Requirements CA or other accounting graduate/postgraduate with 10+ years of Record to report experience. Strong knowledge of accounting concepts and principles. Advanced written and verbal communication skills. Strong analytical skills to interpret data and engagement requirements. Proficiency in Microsoft Office (Word, Excel, Outlook, etc.). Experience with automated accounting systems (i.e., Intacct, NetSuite, Blackline, Bill.com, Tally). Blackline experience is preferred. Minimum 5 years of experience in managing project teams. Strong knowledge and experience in transitioning processes. Understanding of RSM's technology stack and identifying add-on processes, systems, modules, and integrations that can drive month-end close efficiencies.

We are looking for a highly motivated and experienced Financial Consulting Associate to join our Fund Services team in Bengaluru. The ideal candidate will have 1-4 years of experience in property accounting, fund management, or a related field. Roles and Responsibility Prepare and review monthly, quarterly, and annual workpapers and financial statements variance analysis. Handle bookkeeping for entity operations, including cash booking, expense accruals, assets and depreciation accounting, leases, asset management fees, loan draw packages, CAM, commercial billing, AR aging, acquisitions, dispositions, and Lender compliance. Support queries from clients, property/fund accounting teams, regulatory authorities, and external auditors. Assist with onboarding new clients, setting up entities, assets, and building customized reports in line with client reporting requirements. Create SOPs and checklists for various processes to ensure completeness, accuracy, and timeliness. Collaborate with global team members to manage day-to-day operations, implement month-end close processes, and provide client servicing. Offer mentorship and guidance to new or junior team members. Job Requirements 1-4 years of experience in property accounting, fund management, or a related field. Strong analytical skills, detail-oriented, and highly organized. Proficient knowledge of property accounting platforms, such as Yardi and MRI. Ability to interpret and apply financial and operational terms of property-related agreements and structures for RE entities. Undergraduate degree in accounting; CPA and/or CA preferred. Effective oral and written communication skills, as well as influencing and leadership capabilities. Demonstrates a strong work ethic, is a team player, upholds personal and professional integrity, and maintains a positive attitude. Adapts well to dynamic, fast-paced environments and excels at managing multiple projects simultaneously.

We are looking for a skilled Financial Consulting Senior Associate to join our team in Mumbai. The ideal candidate will have 5-10 years of experience and a strong background in accounting, finance, or MIS. Roles and Responsibility Configure and maintain the BlackLine platform to align with financial processes and business requirements. Provide training and support to end-users, troubleshoot issues, and ensure a smooth user experience within the BlackLine platform. Collaborate with finance and accounting teams to identify opportunities for process improvement and automation using BlackLine. Oversee reconciliation processes and ensure accuracy and completeness in line with accounting standards. Assist in managing and reviewing journal entries within BlackLine, ensuring compliance and accuracy. Create, assign, and monitor tasks within BlackLine to streamline financial workflows. Develop collaborative relationships with partnering teams and stakeholders to identify system improvement opportunities. Optimize use of BlackLine system through business process evaluation, procedure development, system process flow and requirements, QA planning and testing, creation and oversight of documentation related to standard operating procedures, user training development and deployment, production support for problems and enhancements resulting from quarterly product releases, ensures adequate communication and proper integration across entirety of FAO practice and our technology partners, provides technical support to end-users to resolve issues with BlackLine use, including escalation through proper channels within RSM and with BlackLine support. Perform other duties/projects as required. Job Requirements Bachelor's degree in accounting, finance, MIS, or IT. Minimum 5 years of Accounting or Finance Experience. Background in financial close process optimization/continuous improvement. BlackLine Experience as a User & Admin (Local, Business, or System). Experience leading implementations of Sage Intacct. Expertise in process analysis and redesign of business processes. Excellent communication and presentation skills. Strong time management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients and projects. Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands. CA, CPA, MBA Finance is preferred.

We are looking for a skilled Financial Consulting Manager to lead our finance team in Mumbai. The ideal candidate will have between 10 and 15 years of experience in financial consulting, with expertise in accounting, auditing, and financial analysis. Roles and Responsibility Lead and manage the finance team to achieve business objectives. Develop and implement financial strategies to drive business growth. Conduct financial analysis and provide actionable insights to senior management. Manage financial planning, budgeting, and forecasting activities. Ensure compliance with financial regulations and standards. Collaborate with cross-functional teams to drive business outcomes. Job Requirements CA or other accounting graduate/postgraduate with a minimum of 10 years of record-to-report experience. Strong knowledge of accounting concepts and principles. Advanced written and verbal communication skills. Strong analytical skills to interpret data and engagement requirements. Proficiency in Microsoft Office (Word, Excel, Outlook, etc.). Experience with automated accounting systems (i.e., Intacct, NetSuite, Blackline, Bill.com, Tally). Blackline experience is preferred. Ability to work in a fast-paced environment and meet deadlines. Strong leadership and management skills. Experience in transitioning processes. Understanding of technology stack and identifying add-on processes, systems, modules, and integrations that can drive month-end close efficiencies. Minimum 5 years of experience in managing project teams.

We are looking for a highly skilled and experienced Financial Consulting Associate to join our team in New Delhi, with 2-4 years of experience. The ideal candidate will have a strong background in accounting and finance optimization. Roles and Responsibility Manage complex accounting concepts and financial reporting. Draft financial statements according to SEC regulations for IPO and other filings. Perform audit readiness support for complex accounting matters and provide services to U.S.-based public clients. Review reporting and disclosure requirements applicable to registration statements filed with the SEC and Rule 144A offerings. Assist in preparing and reviewing technical memos and other disclosures on engagements. Demonstrate knowledge of IFRS conversions, business combination (ASC-805), consolidation (ASC-810), revenue recognition, IPO transaction support, carve outs, fair value accounting, lease accounting, and other relevant areas. Job Requirements Chartered Accountant/CPA with 2-4 years of technical accounting experience. Understanding of audit services with knowledge of US GAAP and IFRS. Intermediate to advanced level experience with GAAP standards such as ASC 280, 810, 470, 815, 825, 860, ASC 805, 323, 325, 480 preferred. Experience with IFRS 10, 9, 3, IAS 28, 32. Exposure to accounting and financial reporting of IPO vehicles like traditional IPOs, REITs, SPACs or DeSPAC projects, business trusts, reverse recapitalizations, etc. Advanced written and verbal communication skills. Prior experience working in a capability centre delivery model for U.S. clients. Knowledge of Indian Accounting Standards is an added advantage.

We are looking for a skilled Financial Consulting Manager to lead our innovation team in India. The ideal candidate will have 8-13 years of experience in financial consulting, with expertise in RPA/IPA solutions using UiPath and Alteryx. Roles and Responsibility Lead the execution of core data transformation and analytics services. Support client relationship management and design governance and control frameworks. Identify opportunities for innovation within existing solutions and service offerings. Design new solutions that can be leveraged across the practice. Enhance internal practices through innovation, automation, and data analytics. Research new technologies/software solutions for leverage. Train and coach team members, providing data education to the broader practice. Pursue opportunities to develop skills outside of your comfort zone. Job Requirements Bachelor's degree in computer science, engineering, or a related field. Minimum 8 years of experience in designing and implementing RPA/IPA solutions using UiPath. Expertise in relational databases and SQL. Strong experience or at least L2 certified in Alteryx. Knowledge of Bi reporting tools as Power Bi. Client-service driven and confident in their abilities and judgment. Self-motivated, accountable, and able to work with minimal direction and/or supervision. Experience in data collection, transformation, and manipulation. Experience in business intelligence and visual analytics solutions. Experience in executing engagements based on robotics process automation. Experience in creating analytics reports, presentations, and dashboards. Experience in designing associated governance and control frameworks. Experience in identifying opportunities for innovation within existing solutions and service offerings. Experience in designing new solutions that can be leveraged across the practice. Experience in enhancing internal practices through innovation, automation, and data analytics. Experience in performing research on new technologies/software solutions. Experience in leading trainings and coaching team members, providing data education to the broader practice. Experience in pursuing opportunities to develop skills outside of your comfort zone.

We are looking for a highly skilled and experienced Financial Consulting Associate to join our team in Mumbai. The ideal candidate will have 2-5 years of experience in finance, accounting, or a related field. Roles and Responsibility Review monthly journal entries prepared by support staff for various transactions. Understand the purpose of reconciliations and approve bank and general ledger account reconciliations. Prepare and review client's monthly financial statements, including month-over-month variance analysis and actual-to-budget analysis. Analyze and interpret financial information for client management, providing actionable insights and decision support. Continuously identify opportunities to enhance clients' monthly operations and suggest process improvements. Define and document repeatable methodologies with appropriate tools and templates for future projects. Job Requirements Bachelor's degree in Accounting or Finance is required. Excellent written and oral communication skills are essential. Ability to balance multiple responsibilities simultaneously with strong analytical and decision-making skills. Proficiency in Microsoft Office (Word, Excel, Outlook, etc.) is necessary. Strong organizational skills with the ability to meet deadlines are expected. Adaptability to change effectively is crucial. Experience with automated accounting systems such as Intacct, NetSuite, Bill.com, or Tallie is preferred. Blackline experience is preferred. Knowledge and understanding of GAAP are required. Pursuing CPA or CFA certification is preferred but not required.

We are looking for a skilled Senior Associate to join our team in the Financial Consulting domain, focusing on Blackline implementation and support. The ideal candidate will have 5-10 years of experience in accounting or finance, with expertise in process analysis and redesign of business processes. Roles and Responsibility Configure and maintain the BlackLine platform to align with financial processes and business requirements. Provide training and support to end-users, troubleshoot issues, and ensure a smooth user experience within the BlackLine platform. Collaborate with finance and accounting teams to identify opportunities for process improvement and automation using BlackLine. Oversee reconciliation processes and ensure accuracy and completeness in line with accounting standards. Assist in managing and reviewing journal entries within BlackLine, ensuring compliance and accuracy. Create, assign, and monitor tasks within BlackLine to streamline financial workflows. Develop collaborative relationships with partnering teams and stakeholders to identify system improvement opportunities. Optimize use of BlackLine system through business process evaluation, procedure development, system process flow and requirements, QA planning and testing, creation and oversight of documentation related to standard operating procedures, user training development and deployment, production support for problems and enhancements resulting from quarterly product releases, ensures adequate communication and proper integration across entirety of FAO practice and our technology partners, provides technical support to end-users to resolve issues with BlackLine use, including escalation through proper channels within RSM and with BlackLine support. Perform other duties/projects as required. Job Requirements Bachelor's degree in accounting, finance, MIS, or IT. Minimum 5 years of Accounting or Finance Experience. Background in financial close process optimization/continuous improvement. BlackLine Experience as a User & Admin (Local, Business, or System). Experience leading implementations of Sage Intacct. Expertise in process analysis and redesign of business processes. Excellent communication and presentation skills. Strong time management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients and projects. Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands. CA, CPA, MBA Finance is preferred.

We are looking for a skilled Financial Consulting Manager to lead our finance team in India. The ideal candidate will have between 10 and 15 years of experience in financial consulting, with expertise in accounting, auditing, and financial analysis. Roles and Responsibility Lead and manage the finance team to achieve business objectives. Develop and implement financial strategies to drive business growth. Conduct financial analysis and provide actionable insights to management. Manage financial planning, budgeting, and forecasting activities. Ensure compliance with financial regulations and standards. Collaborate with cross-functional teams to drive business outcomes. Job Requirements CA or other accounting graduate/postgraduate with at least 13 years of record-to-report experience. Strong knowledge of accounting concepts and principles. Advanced written and verbal communication skills. Strong analytical skills to interpret data and engagement requirements. Proficiency in Microsoft Office (Word, Excel, Outlook). Experience with automated accounting systems such as Intacct, NetSuite, Blackline, Bill.com, Tally. Blackline experience is preferred. Ability to work in a fast-paced environment and meet deadlines. Strong leadership and coaching skills. Understanding of reconciliations and approval of bank reconciliations and general ledger account reconciliations. Prepare/Review clients monthly financial statements including month-over-month variance analysis and/or actual to budget analysis. Analyse and interpret financial information for client management and provide actionable insight and decision support. Continuously identify opportunities to enhance the clients monthly operations and suggest process improvements. Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects. Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month-end close efficiencies. Minimum 5 years of experience in managing project teams. Strong knowledge and experience in transitioning the process.

We are looking for a skilled Financial Consulting Supervisor to join our team in Bengaluru. The ideal candidate will have 5-10 years of experience in Oracle NetSuite implementation and onboarding, with a strong background in financial management and technology consulting. Roles and Responsibility Lead the implementation and onboarding of new clients within the RSM Accounting Financial Consulting (AFC) practice. Design solutions in connection with the implementation of the FaaS-AFC technology stack, including NetSuite, BILL, Tallie, and BlackLine. Provide technical support to end-users to resolve issues with Oracle NetSuite use, including escalation through proper channels within RSM and with Oracle NetSuite support. Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects. Continuously identify opportunities to enhance the customer onboarding experience and collaborate with team members to implement improvements. Optimize use of Oracle NetSuite system through business process evaluation, procedure development, and system process flow and requirements analysis. Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team, and other lines of business within RSM. Perform other duties/projects as required. Job Requirements Bachelor's degree in accounting, finance, MIS, or IT. At least 5 years of Oracle NetSuite experience in either an IAP or VAR practice. Experience leading implementations of Oracle NetSuite. Oracle NetSuite SuiteFoundation Certified and Oracle NetSuite Certified Administrator. Expertise in process analysis and redesign of business processes. Excellent communication and presentation skills. Strong time management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients and projects. Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands. Strong technology skills and ability to quickly learn and use new technology software applications. Dedication to lifelong learning, including staying abreast of best practices in financial management enabled by technology. Strong Microsoft Office skills. Oracle NetSuite Certified ERP Consultant is preferred. Oracle NetSuite Certified Financial User is preferred. Experience with SuiteScript and SuiteCommerce is preferred. Experience with NetSuite OneWorld, Advanced Revenue Management, and Inventory Management is preferred. Experience with BILL, Tallie, BlackLine is preferred. Experience in a public accounting firm, consulting firm, or other professional services environment is preferred. Experience in an outsourced accounting role is preferred. CA, CPA, MBA Finance is preferred.

We are looking for a highly skilled and experienced Financial Consulting Associate to join our team in Mumbai. The ideal candidate will have 2-5 years of experience in finance, accounting, or a related field. Roles and Responsibility Review monthly journal entries prepared by support staff for various transactions. Understand the purpose of reconciliations and approve bank and general ledger account reconciliations. Prepare and review client's monthly financial statements, including variance analysis and actual-to-budget analysis. Analyze and interpret financial information for client management, providing actionable insights and decision support. Continuously identify opportunities to enhance clients' monthly operations and suggest process improvements. Define and document repeatable methodologies with appropriate tools and templates. Job Requirements Bachelor's degree in Accounting or Finance. Excellent written and oral communication skills. Ability to balance multiple responsibilities simultaneously with strong analytical and decision-making skills. Proficiency in Microsoft Office (Word, Excel, Outlook, etc.). Strong organizational skills with the ability to meet deadlines. Experience in a public accounting firm, consulting firm, or other professional services environment is preferred. Knowledge and understanding of GAAP. Pursuing CPA or CFA is preferred but not required. Experience with automated accounting systems such as Intacct, NetSuite, Bill.com, or Tallie is preferred. Blackline experience is preferred. Flexibility in your schedule to balance lifes demands while serving clients.

We are looking for a highly skilled and experienced Financial Consulting Senior Associate to join our team in Mumbai. The ideal candidate will have 2-4 years of experience in accounting and finance optimization, with expertise in US GAAP and IFRS. Roles and Responsibility Manage complex accounting projects related to financial reporting, consolidation, and revenue recognition. Prepare and review technical memos and other disclosures on engagements, including drafting sections of Form F1, F4, 10-K, 10-Q, S-1, and S4. Provide audit readiness support for complex accounting matters and services to U.S.-based public clients. Review and analyze financial statements and reports to ensure compliance with regulatory requirements. Collaborate with cross-functional teams to deliver high-quality solutions to clients. Develop and maintain strong client relationships, providing exceptional customer service and support. Job Requirements Chartered Accountant/CPA with 2-4 years of technical accounting experience. Understanding of audit services with knowledge of US GAAP and IFRS. Experience with GAAP standards such as ASC 280, 810, 470, 815, 825, 860, ASC 805, 323, 325, and 480. Familiarity with IFRS standards like IFRS 10, 9, 3, IAS 28, and 32. Strong written and verbal communication skills, with the ability to draft financial statements according to SEC regulations. Experience working in a capability centre delivery model for U.S. clients. Exposure to accounting and financial reporting of IPO vehicles like traditional IPOs, REITs, SPACs, or DeSPAC projects, business trusts, reverse recapitalizations, etc. Knowledge of complex accounting concepts, including financial statement preparation and audit readiness. Ability to work on multiple projects simultaneously, prioritizing tasks and meeting deadlines in a fast-paced environment. Prior experience in managing large and small projects related to at least two of the following: IFRS Conversions, Business Combination (ASC-805), Consolidation (ASC -810), Revenue Recognition, IPO transaction support, carve outs, Fair Value Accounting, Lease Accounting. Working on drafting financial statements as per SEC regulations for IPO and other filings. Performing audit readiness support for complex accounting matters and providing services to U.S.-based public clients. Working on projects entailing review of reporting and disclosure requirements applicable to registration statements filed with SEC and Rule 144A offerings. Working on Financial Statements disclosure checklists, SEC disclosure checklists for registration statements, and drafts of sections of various SEC filings (e.g., MDA draft, etc.). About Company RSM Delivery Center (India) Private Limited is a leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential in an inclusive culture. We offer flexibility in your schedule, empowering you to balance life's demands while serving clients. Additional Info At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at .

We are looking for a skilled Financial Consulting Manager to lead our finance team in India. The ideal candidate will have between 12 and 15 years of experience in financial consulting, with expertise in accounting concepts, advanced written and verbal communication skills, and strong analytical skills. Roles and Responsibility Lead, manage, and coach client services representatives and associates. Review monthly journal entries prepared by support staff for various transactions. Understand the purpose of reconciliations and approve bank reconciliations and general ledger account reconciliations. Prepare or review client's monthly financial statements, including month-over-month variance analysis and actual-to-budget analysis. Analyze and interpret financial information for client management, providing actionable insights and decision support. Continuously identify opportunities to enhance clients' monthly operations and suggest process improvements. Define and document repeatable methodologies with appropriate tools and templates for future projects. Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month-end close efficiencies. Manage project teams with a minimum of 5 years of experience. Job Requirements CA or other accounting graduate/postgraduate with a minimum of 12 years of Record to Report experience. Good knowledge of accounting concepts and proficiency in Microsoft Office (Word, Excel, Outlook, etc.). Experience with automated accounting systems such as Intacct, NetSuite, Blackline, Bill.com, Tally, with Blackline being preferred. Strong analytical skills to interpret data and engagement requirements. Ability to work in a fast-paced environment and prioritize tasks effectively. Excellent communication and interpersonal skills.

Financial Consulting Senior Associate - Accounting & Finance Optimization RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC). Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. 1With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our clients include firms in a variety of industries, including financial services, technology, and commercial to name just a few. Experienced in serving clients with international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your business. The Senior Associate will be an integral team member by assisting in our AFC practice. They will work with teams of technical accounting on different engagements in area of New Accounting Standard Implementation, Capital market readiness, Audit readiness. This team assists clients to better understand the implication of changes in accounting standards guidelines as well to assist them in area of complex accounting matters. Our clients include firms in a variety of industries, including financial services, technology, life sciences, and manufacturing to name just a few. Qualification and Minimum Entry Requirements Chartered Accountant/CPA with 2-4 years of technical accounting experience. Understanding of audit services with mediocre to in-depth knowledge of US GAAP and IFRS Experience (Intermediate to advanced level) with any or all of following GAAP standards preferred: ASC 280, 810, ASC 805 815, 718, 323, 325, 480 preferred. IFRS 10, 9, 3, IAS 28, 32. Exposure on accounting and financial reporting of IPO vehicles like traditional IPOs, REITs, SPACs or DeSPAC projects, business trusts, reverse recapitalisations etc. Experience with and familiarity with reporting and disclosure requirements applicable to registration statements filed with SEC and Rule 144A offerings. Advanced written and verbal communication skills Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements Experience in drafting sections of Form F1, F4, 10-K, 10-Q, S-1, S4 PCAOB financial statement uplift and Audit Readiness assistance. Assist in the preparation and review of technical memos and other disclosures on engagements. Position Responsibilities Participate in and supervising multiple engagements within the Accounting and Finance Consulting (AFC) practice to provide technical accounting and financial or business advisory guidance to U.S. based private and public clients, Demonstrate strong knowledge of complex accounting concepts. Previous experience in managing large and small projects related to atleast 2 of IFRS Conversions, Business Combination (ASC-805), Consolidation (ASC -810), Revenue Recognition, IPO transaction support, carve outs, Fair Value Accounting, Lease Accounting, and VIE Analysis Work on drafting financial statements as per SEC regulations for IPO and other filings. Perform audit readiness support for complex accounting matters and provide services to U.S. based public clients. Work on projects entailing review of reporting and disclosure requirements applicable to registration statements filed with SEC and Rule 144A offerings. Working on Financial Statements disclosure checklists, SEC disclosure checklists for registration statements, drafts of sections of various SEC filings (e.g., MDA draft, etc) Candidate should have prior experience working in a capability centre delivery model for US clients.

Minimum of 15 years of experience in accounting, auditing, and financial management. Must have a client facing role currently. Must have majority experience with US clients Must have experience in Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting, and Revenue Recognition. Must have Financial reporting experience Must have experience of accounting standards and applications of US GAAP, IFRS, IndAS, Indian GAAP. Must have experience with budgeting and forecasting Must have managed internal and external audits Proficiency/knowledge in accounting software (e.g., SAP, Oracle, QuickBooks, NetSuite).

Position Description: This position is part of our RSM's fund administration group and this team is responsible for property/investment accounting, financial reporting and fund operations. About this role: RSM is actively seeking talented Fund\Property accounting professionals who are characterized by high motivation, self-direction, strong analytical skills, and a track record of excellence in their previous roles. Are you an experienced fund\property accounting professional on the hunt for an exciting career opportunity with a leading fund service provider that boasts a best-in-class technology platform and an end-to-end fund service model tailored for the private markets? Specific Responsibilities: Assume ownership of the fund complex, encompassing complete end-to-end responsibilities for property/investment accounting and reporting. Prepare/review monthly/quarterly and annual financial statements with footnotes including management reporting packages. Ensure that proper accounting policies, procedures, and internal controls are maintained and that all financial transactions are recorded in accordance with GAAP requirements. Handle bookkeeping for entity's operations which includes cash booking, expense accruals, assets and depreciation accounting, management fees, credit facility maintenance, deal funding, etc. Support with queries from client, fund accounting team, regulatory authorities and external auditors. Assist with onboarding new clients, setting up the entities, assets and build customized reports in line with client's reporting requirements. Create SOPs and checklists for various processes to ensure completeness, accuracy and timeliness. Prepare/review capital calls and distribution calculations and schedules through technology platform. Work collaboratively with global team members to manage day-to-day operations and provide client servicing. Offer mentorship and guidance to new or junior team members. Qualifications: RSM seeks to hire individuals who are highly motivated, self-driven, analytical and have demonstrated excellence in prior endeavors. 3+ years of experience in property/investment services domain with fund managers or fund administrators or public accounting firms Ability to interpret/applying the financial and operational terms of Investment Agreements and Structures for PE/RE entities. Undergraduate degree in accounting CPA and/or CA preferred Proficient knowledge of Investment accounting platforms (Yardi knowledge a large PLUS!) Strong analytical skills, detail oriented and highly organized Demonstrates a strong work ethic, team player, upholds personal and professional integrity, and maintains a positive attitude Possesses effective oral and written communication skills, as well as influencing skills and leadership capabilities. Adapts well to dynamic, fast-paced environments and excels at managing multiple projects simultaneously.

Minimum of 15 years of experience in accounting, auditing, and financial management. Must have a client facing role currently. Must have majority experience with US clients Must have experience in Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting, and Revenue Recognition. Must have Financial reporting experience Must have experience of accounting standards and applications of US GAAP, IFRS, IndAS, Indian GAAP. Must have experience with budgeting and forecasting Must have managed internal and external audits Proficiency/knowledge in accounting software (e.g., SAP, Oracle, QuickBooks, NetSuite).

Are you passionate about conducting research and analysis in the BFSI sector? Do you have experience in banking research, financial services, and strategy consulting? We are looking for a BFSI Research Analyst with 2-3 years of experience in due diligence, strategy, or consulting within the banking, NBFC, or BFSI domains. Location Mumbai Your Future Employer: A leading research and consulting firm specializing in financial services, providing in-depth insights to help businesses make strategic decisions. Responsibilities: Conduct primary and secondary research in the banking, NBFC, and BFSI sectors. Analyze market trends, regulations, investments, and financial performance of key industry players. Support due diligence processes for BFSI-related projects. Utilize quantitative and qualitative research methods to assess industry risks and growth opportunities. Prepare industry reports, whitepapers, and strategy insights for senior stakeholders. Collaborate with consulting firms, and financial institutions . Requirements: 2-3 years of experience in BFSI research, due diligence, or financial consulting Strong understanding of banking, NBFC, and financial services trends. Expertise in industry research, competitive benchmarking, and market intelligence . CA/CFA/MBA (Finance) qualification. Excellent analytical, communication, and presentation skills. Whats in it for you? Opportunity to work with a top research and consulting firm in the BFSI domain. Career growth and learning opportunities in a strategy-driven role. Reach Us: If this opportunity aligns with your career aspirations, please send your updated profile to parul.arora@crescendogroup.in . Disclaimer: Crescendo Global specializes in Senior to C-level niche recruitment. We are committed to providing an engaging and memorable job search experience. We do not discriminate based on race, religion, gender, age, marital status, veteran status, or disability status. Profile Keywords: BFSI Research, Banking Research, Financial Services, NBFC Analysis, Due Diligence, Market Intelligence, Financial Consulting, Strategy Research, Big 4 Consulting, Industry Trends.