RSM US

Financial Planning & Analysis Leader

RSM US

Cleveland, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to RSM US, where we are committed to helping our clients achieve their financial goals through strategic planning and analysis. We are currently seeking a skilled and dynamic Financial Planning & Analysis Leader to join our team. As a leader in this role, you will have the opportunity to drive financial performance by providing critical insights and recommendations to our clients. Our ideal candidate is a highly motivated and experienced individual with a strong background in finance, excellent analytical skills, and a passion for driving business growth. If you are looking for an exciting and challenging opportunity to make an impact, we encourage you to apply.

  1. Develop and implement strategic financial plans for clients that align with their goals and objectives.
  2. Conduct thorough analysis of financial data to identify trends, opportunities, and risks.
  3. Provide expert recommendations and insights to clients based on financial analysis and industry knowledge.
  4. Lead and manage a team of financial analysts to ensure high-quality deliverables and timely completion of projects.
  5. Collaborate with cross-functional teams to drive business growth and achieve financial targets.
  6. Monitor and track financial performance of clients, identifying areas for improvement and cost-saving measures.
  7. Stay updated on industry trends and best practices in financial planning and analysis.
  8. Communicate complex financial information to clients in a clear and understandable manner.
  9. Develop and maintain strong relationships with clients to ensure their satisfaction and retention.
  10. Continuously improve and streamline financial processes to increase efficiency and accuracy.
  11. Train and mentor junior team members to enhance their financial planning and analysis skills.
  12. Adhere to all regulatory and compliance standards in financial reporting and analysis.
  13. Collaborate with leadership to develop and execute strategic initiatives for the organization.
  14. Maintain a high level of professionalism and uphold the values and standards of RSM US.
  15. Act as a representative of the company, promoting our services and capabilities to potential clients.
Where is this job?
This job is located at Cleveland, OH, USA
Job Qualifications
  • Cpa Or Cfa Certification Preferred

  • Bachelor's Degree In Finance, Accounting, Or Related Field

  • Minimum Of 7 Years Experience In Financial Planning And Analysis, Preferably In A Leadership Role

  • Strong Understanding Of Financial Modeling, Forecasting, And Budgeting

  • Excellent Communication, Presentation, And Interpersonal Skills

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Strategic Planning

  • Performance Management

  • Data Analysis

  • Communication

  • Team Management

  • Forecasting

  • Leadership

  • Financial Modeling

  • Cost management

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Planning & Analysis Leader in Cleveland, OH, USA is $120,000 - $140,000 per year. However, this can vary depending on factors such as experience, education, company size, and industry.

Additional Information
RSM US is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 8th, 2024
Apply BeforeApril 11th, 2026
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About RSM US

RSM US LLP is an audit, tax, and consulting firm focused on the middle market in the United States and Canada and is a member of the global accounting network RSM International.

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