Financial Reporting and Technical Accounting Manager
Compensation
Not disclosed
Location
Chicago
Work setup
Not specified
Seniority
Junior
Employment
Not specified
Experience
Not specified
Category
Finance
Posted
Skills
automation
financial-reporting
general-ledger
process-improvement
revenue-recognition
risk-assessment
Must have
Bachelor’s degree in Accounting or a related field.
Active CPA license required.
Six or more years of progressive experience in accounting, external audit, financial reporting, technical accounting, controllership, or a related field.
Experience preparing or auditing U.S. GAAP financial statements and related disclosures.
Experience with internal controls over financial reporting, including process documentation, control design, walkthroughs, testing, or remediation.
Ability to research accounting guidance and prepare clear, well-supported technical accounting documentation.
Strong understanding of general ledger accounting, consolidations, financial close processes, account reconciliations, and financial statement tie-outs.
Strong analytical, project-management, organizational, and written communication skills.
Ability to manage multiple deadlines and coordinate deliverables across functional teams.
Nice to have
Public accounting or external audit experience, preferably combined with corporate financial reporting or controllership experience.
Experience in a large, complex, multi-entity, or professional services organization.
Hands-on experience building, implementing, or significantly enhancing a Workiva financial reporting environment.
Experience with COSO-based control frameworks, SOX readiness, audit readiness, or control-remediation initiatives.
Experience with Workday Financial Management or a comparable enterprise financial system.
Full 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, 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.
The Finance & Accounting Manager will support the Firm’s financial reporting, technical accounting, and internal control activities. This role will manage the preparation of quarterly and annual U.S. GAAP financial statements and the related bank reporting package, including financial statement disclosures, supporting schedules, and reporting documentation.
The Manager will also help strengthen internal controls over financial reporting, assist with technical accounting research and documentation, and support the development and implementation of accounting policies. In addition, this position will play a major role in building, administering, and continuously enhancing the Firm’s Workiva financial reporting environment.
The role will partner closely with Controllership, Treasury, Tax, Legal, Internal Audit, external auditors, and other Finance stakeholders.
Essential DutiesFinancial Reporting: 40%
Manage the preparation and review of quarterly and annual U.S. GAAP financial statements and the related bank reporting package.
Prepare and review the balance sheet, income statement, statement of cash flows, financial statement disclosures, and supporting schedules.
Maintain the financial reporting calendar, deliverable checklist, responsibility matrix, and period-end reporting documentation.
Coordinate with accounting process owners to validate significant balances, disclosures, estimates, and unusual transactions.
Perform analytical reviews and investigate unexpected trends, relationships, or reporting results.
Ensure financial statements and disclosures are accurately tied to the general ledger and supporting accounting records.
Lead the buildout, administration, and ongoing enhancement of the Workiva financial reporting environment.
Establish and maintain Workiva reporting structures, data connections, document linking, templates, workflows, user access, and review processes.
Identify opportunities to improve reporting quality, control, efficiency, collaboration, and version management through Workiva.
Internal Controls Over Financial Reporting: 25%
Support the development and enhancement of internal controls over financial reporting.
Document significant processes, risks, controls, control owners, evidence requirements, and review expectations.
Financial Reporting and Technical Accounting Manager at RSM (Chicago) — aijobsearch
Develop and maintain process narratives, risk and control matrices, flowcharts, and control documentation.
Evaluate control design and execution, identify gaps or weaknesses, and coordinate remediation activities with process owners.
Improve the precision and documentation of management review controls.
Assist with financial reporting risk assessments, control walkthroughs, testing requests, and audit-readiness activities.
Evaluate opportunities to strengthen controls through standardization, automation, system configuration, and improved data validation.
Technical Accounting and Accounting Policy: 20%
Research U.S. GAAP and prepare technical accounting memoranda, position papers, and implementation documentation.
Gather and evaluate contracts, transaction documents, financial data, and other relevant evidence.
Support accounting analyses involving revenue recognition, leases, internal-use software, consolidations, debt, financial instruments, contingencies, acquisitions, divestitures, and other complex matters.
Monitor new accounting standards and assist with impact assessments, implementation plans, policy updates, system requirements, and adoption documentation.
Help translate technical accounting conclusions into journal entries, disclosures, accounting procedures, and internal controls.
Maintain trackers for open technical accounting matters, key judgments, deliverables, responsible parties, and reporting deadlines.
Escalate significant judgments, alternative accounting views, and unresolved matters to the Director.
Audit Support and Process Improvement: 15%
Coordinate financial reporting, technical accounting, and internal control requests from external auditors, Internal Audit, lenders, and other reviewers.
Maintain request lists, issue trackers, documentation repositories, and status reporting.
Review audit support for completeness, accuracy, consistency, and appropriate approval before submission.
Assist with explanations of significant accounting processes, estimates, transactions, judgments, and controls.
Support finance transformation and reporting initiatives that affect accounting, financial reporting, Workiva, or internal controls.
Develop standardized templates, checklists, dashboards, and workflows that improve reporting-period execution and accountability.
Required Qualifications
Bachelor’s degree in Accounting or a related field.
Active CPA license required.
Six or more years of progressive experience in accounting, external audit, financial reporting, technical accounting, controllership, or a related field.
Experience preparing or auditing U.S. GAAP financial statements and related disclosures.
Experience with internal controls over financial reporting, including process documentation, control design, walkthroughs, testing, or remediation.
Ability to research accounting guidance and prepare clear, well-supported technical accounting documentation.
Strong understanding of general ledger accounting, consolidations, financial close processes, account reconciliations, and financial statement tie-outs.
Strong analytical, project-management, organizational, and written communication skills.
Ability to manage multiple deadlines and coordinate deliverables across functional teams.
Preferred Qualifications
Public accounting or external audit experience, preferably combined with corporate financial reporting or controllership experience.
Experience in a large, complex, multi-entity, or professional services organization.
Hands-on experience building, implementing, or significantly enhancing a Workiva financial reporting environment.
Experience with COSO-based control frameworks, SOX readiness, audit readiness, or control-remediation initiatives.
Experience with Workday Financial Management or a comparable enterprise financial system.
At RSM, we offer a competitive benefits and compensation package for all our people. 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 .
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; 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; US Military/Veteran status; 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). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $102,800 - $176,000Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.