Note: The job is a remote job and is open to candidates in USA. RSM US LLP is a leading provider of professional services to the middle market globally. The Contract Compliance & Financial Operations Specialist provides advanced operational, analytical, and risk-mitigation support to partners and senior leaders, ensuring compliance and enhancing engagement execution.
Responsibilities
- Provide high-level contract compliance/risk mitigation support to partners and engagement leaders across multiple client teams
- Oversee contract intake, review, and approval workflows; ensure accuracy, completeness, and alignment with firm policies
- Serve as the day-to-day liaison to the Office of Risk Management on risk, legal, and other significant matters; interact with other teams within the firm to support compliance and mitigate risks to the firm
- Maintain contract-related documentation, including statements of work/work orders, contract amendments, and client correspondence
- Serve as a subject-matter resource for contract compliance/risk mitigation processes and best practices
- Document critical/key aspects of contract reviews for escalation to next levels, focusing on most important points and highlighting risk factors for consideration
- Manage competing priorities and respond quickly to shifting needs in a fast-paced environment
- Review team members’ work for accuracy and completeness; ensure consistency with team and firm standards; supplement and enhance documentation as needed to deliver work product that is clear and concise for executive leadership
- Prepare high-quality presentations, documents, and client-ready materials
- Support risk management activities by ensuring compliance with firm policies and quality standards
- Provide guidance, functional coaching, and informal supervision to other compliance staff
- Support training efforts and help guide team members
- Recommend improvements and efficiencies to contract, financial, and engagement workflows
- Model professionalism, accountability, and operational excellence
- Analyze monthly financial results, including revenue, utilization, margins, and engagement performance
- Prepare financial summaries, variance analyses, and insights for leadership review
- Support forecasting, budgeting, and pipeline tracking activities
- Monitor engagement economics and proactively flag issues related to scope, billing, or profitability
- Guide other team members in understanding financial reporting and analysis key objectives
- Prepare weekly time analysis highlighting exceptions (includes follow up on “red flag” exception items)
- Assist with monthly reporting to RRC leadership (e.g., financial results, hour forecasts, analysis of changes in net billed rate per hour, client realization metrics, etc.)
- Prepare revenue tracking report, client services report, and work closely with RRC Partners to ensure integrity of data
- Anticipate questions from leadership and follow up on the back end on questions and unusual items
- Identify operational and technical inefficiencies and effectively communicate findings along with a proposed solution to leadership
- Support the proposal process, when necessary, and perform QA reviews to ensure message quality, format, and content meet the stated objectives and are consistent with internal communication guidelines; serve as a backup to assist proposal team in a hands-on capacity, when required
- Prepare and coordinate RRC Team call presentations
- Apply RRC policies and procedures and continuously identify and implement improvements
- Execute and enforce contract‑compliance procedures and engagement finance controls; document exceptions and escalate per policy
- Effectively use internal systems (e.g., Workday, Power BI, etc.) to generate various reporting (some of which may need to be downloaded to spreadsheets) and various analytical tools for RRC engagements and leadership’s oversight and management of projects – for example: set up and maintain client information within the practice management system to ensure quality control and firm compliance standards, compile and analyze various time reporting analyses, download and prepare data analysis from internal systems related to project time incurred, and assist with other various ad hoc reporting areas
- Help track firm required compliance items and ensure proper documentation
- Perform Quality Assurance (QA) review of key documents (e.g., proposals and draft memos/reports, as requested); ensure QA is appropriate across internal files to ensure compliance if selected for internal review
- Assist in maintaining ownership of RRC’s SharePoint site and ensure important documents are filed on SharePoint as appropriate
- Assist in delivering employee new hire orientation
- Coordinate closely with other disciplines and team members (e.g., Office of Risk Management, Information Technology Governance, Human Resources, Insurance Requirements, etc.)
- Maintain regular updates to RRC marketing tools to reflect accurate, current information such as marketing calendars, 50-state marketing grids for financial/market regulation opportunities, conference planning tools, marketing literature, etc.; monitor current updates to team members’ resumes/bios and help inspect the quality of these documents
- Perform other duties as assigned
Skills
- Bachelor's degree
- 5-10+ years of relevant experience in consulting or professional services
- Prior supervisory experience and the ability to guide/support team members
- Strong understanding of contracts, risk considerations, and operational processes
- Advanced analytical skills with the ability to interpret financial data and provide insights
- Demonstrated critical-thinking and problem-solving abilities
- Demonstrated time management and project management skills
- Experience supporting executive leadership (e.g., partners, directors, or senior leaders)
- Proficiency with Microsoft 365 and business productivity tools (e.g., Power BI, Workday, ServiceNow, etc.)
- Ability to learn new systems and processes quickly
- Willingness to adapt to and work through change management
- Strong organizational skills and ability to manage multiple priorities simultaneously
- Experience guiding or supervising support team members
- Ability to make sound judgments on assignments and team workload
- Ability to function independently
- Superior organization and 'think outside the box' skills – e.g., the ability to design practical, scalable processes and ensure follow-through
- Excellent verbal and written communication skills with a strong attention to detail with regards to spelling, grammar, mathematical accuracy (e.g., Excel formulas), and proofreading in all deliverables
- Self-motivated and strong a sense of urgency to meet deadlines
- Dynamic/flexible demeanor with outstanding interpersonal skills and a 'can do', team-first attitude
- Forward-thinking professional with a collaborative focus who can consult effectively with key constituents and become recognized as a valued 'go to' resource on the team
- Resourcefulness to take the initiative to research independently and take action when something needs attention
- Flexibility to work overtime, as needed, around Partners' scheduling challenges, when required
- Ability to balance multiple priorities and manage tasks to completion in a timely manner
- Effective decision making skills and a quick thinking mindset
- Self-awareness as to own strengths/weaknesses; personally accountable, willing to grow/develop professionally, including offering suggestions improvement vs. accepting 'status quo'
- Demonstration of ethical, integrity, and professional standards as outlined by the Firm
- CPA
- Insurance industry experience
- Prior 'Big 4' or other large professional services firm experience
Benefits
- 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.
- Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Company Overview
Stay Alert: Avoid Recruitment Scams Across industries, cybercriminals are posing as company recruiters using fake job postings and employment offers to trick people into providing personal information or payment. It was founded in 1926, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is http://www.rsmus.com/.