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RSM US in India
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Financial Consulting Manager- Finance as a Service

Financial Consulting Manager- Finance as a Service

RSM US in India

13 - 18 years

18 - 22 Lacs

kolkata bengaluru

Posted:1 day ago| Platform:

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Skills Required

finance balance sheet us gaap estate planning financial consulting accounting netsuite accounting systems financial controls financial operations compliance waterfall team leadership quickbooks financial reporting gaap payroll finance erps

Work Mode

Work from Office

Job Type

Full Time

Job Description

Financial Consulting - Manager

Bachelor??s or Post graduate degree in accounting, Commerce, Finance, or related field.
13+ years of experience in accounting, with at least 3 years in Family Office accounting (US preferred).
Strong understanding of US GAAP, family office accounting and financial reporting.
Experience in managing client relationships and leading teams.
Proficiency with accounting systems commonly used by family office (QuickBooks, Sage Intacct, NetSuite, Bill.com, Tallie)
Experience in Blackline is preferred
Excellent analytical, communication, and leadership skills.
Ability to work overlapping hours with US time zones.

Position Responsibilities

Client & Engagement Management

Serve as the primary point of contact for assigned US family office clients.
Manage multiple accounting engagements, ensuring timely delivery of all recurring and ad-hoc financial requirements.
Lead client calls, monthly/quarterly reviews, and financial discussions with US leadership teams.
Develop work plans, timelines, and engagement scope; ensure adherence to SLAs and quality standards.

Family Office Accounting & Financial Reporting

Oversee the holistic financial operations for a high-net-worth family and review of:
- Reviewing AP Bill / Customer Invoices
- Payroll and Payroll Benefits
- Bank posting (Checking & Savings)
- Balance sheet reconciliations, Open Items
- Credit card transactions
- Develop annual budgets, Manage forecasts
Understanding of 1099 process
Consolidating data from various entities (Trusts, LLCs, Investments, Personal) and preparing financial statements including Cash flow projections, reports and analyses for stakeholders.
Monitor financial controls, accounting accuracy, and documentation standards.

Brokerage and Alternative Investment Accounting

Understanding investment, tax, and estate planning principles.
Review investment transactions (capital calls, contributions, distributions).
Review of Brokerage transactions and FMV adjustments
Review of Alternative Investment transactions, NAV adjustments and Waterfall entry
Understanding of K-1 report and reviewing the K-1 Journals
Reconcile portfolios and support analysis of investment performance.

Audit & Compliance Support

Prepare for and support annual external audits, including the Single Audit where applicable.
Ensure adherence to internal controls, compliance requirements, and nonprofit sector regulations.

Team Leadership & Offshore Coordination

Lead and mentor a team of accountants and associates in India.
Review team deliverables for completeness, accuracy, and client readiness.
Provide training in US family office accounting process, systems, and best practices.
Foster a cohesive, quality-focused team environment.

System & Process Development

Work with accounting tools such as QuickBooks, Sage Intacct, NetSuite, Bill.com, Tallie, Blackline or other family office ERPs.
Implement process improvements to enhance efficiency, accuracy, and scalability.
Support system configuration, migrations, and optimization for clients as needed

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