Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in kolkata
>
RSM US in India
>
Financial Consulting Manager- Finance as a Service

Financial Consulting Manager- Finance as a Service

RSM US in India

13 - 18 years

30 - 35 Lacs

kolkata bengaluru

Posted:2 days ago| Platform:

Apply

Skills Required

payroll financial statements us gaap financial reporting analytical cash flow sage html balance sheet auditing

Work Mode

Work from Office

Job Type

Full Time

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.

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

More Jobs at RSM US in India

Supervisor, Backend Developer

Hyderabad

8.0 - 11.0 yrs

INR 10 - 15 Lacs

Manager - State and Local Tax General

Bengaluru

7.0 - 12.0 yrs

INR 9 - 14 Lacs

Unified Communications Admin 1

Hyderabad

1.0 - 4.0 yrs

INR 3 - 6 Lacs

Assurance Sr Associate 1 - Financial Institutions

Bengaluru

2.0 - 4.0 yrs

INR 7 - 11 Lacs

Tax Associate 2, Financial Services - Hedge Funds

Gurugram

6.0 - 10.0 yrs

INR 8 - 12 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RSM US in India

Accounting and Consulting

Bhopal

Login to

Please Verify Your Phone or Email

Confirm Action

Financial Consulting Manager- Finance as a Service