Financial Investigations & Dispute Advisory Services Supervisor – Post Acquisition Disputes at RSM

Role Overview

As a Financial Investigations & Dispute Advisory Services Supervisor at RSM, you will play a pivotal role in our Financial Consulting Services group. This role focuses on supporting the post-acquisition dispute resolution team, participating in both advocacy and neutral accounting arbiter engagements. You will be involved in analyzing client closing statements, applying U.S. GAAP, and developing positions related to purchase agreements and disputed accounting items. Additionally, you will conduct investigations related to financial irregularities and fraud, contributing to proposals and business development activities.

A Day in the Life

Here’s what a typical day might look like:

• Start your day by reviewing ongoing post-acquisition dispute cases and prioritizing tasks.
• Analyze client closing statements to identify potential disputes related to purchase price adjustments.
• Apply U.S. GAAP principles to evaluate the accounting treatment of disputed items.
• Develop a position on a purchase agreement dispute related to net working capital calculations.
• Work with your team to organize document requests.
• Conduct investigations into potential embezzlement or financial reporting fraud.
• Utilize data analytics tools such as Alteryx or IDEA to analyze large datasets and identify anomalies.
• Prepare a presentation summarizing findings for a client meeting.
• Supervise staff members and provide guidance on their tasks.
• Participate in a business development meeting to discuss strategies for growing the practice.

Why These Locations?

These Northeast locations—New York, Washington D.C., Philadelphia, and Boston—are strategic hubs for financial consulting services. These cities offer:

• New York: A global financial center with numerous M&A transactions, creating a high demand for post-acquisition dispute resolution services.
• Washington D.C. Metro: Home to government agencies and regulatory bodies, offering opportunities for investigations related to government contracts and compliance.
• Philadelphia: A major business and financial hub with a strong presence of middle-market companies.
• Boston: A hub for technology, healthcare, and financial services, providing opportunities for a diverse range of engagements.

Career Path

At RSM, you can advance your career through defined levels, such as Senior Supervisor, Manager, Senior Manager, and ultimately Partner. Professional development programs and mentorship opportunities support your growth. With demonstrated success in financial investigations and dispute resolution, you can specialize in areas like forensic accounting, fraud examination, or expert witness testimony.

Salary & Benefits

The salary range for a Financial Investigations & Dispute Advisory Services Supervisor typically falls between $95,000 and $150,000 annually, depending on experience, certifications (CPA, CFE, CFF), and location. This range is competitive for the Northeast market. In addition to a competitive salary, RSM offers a comprehensive benefits package:

• Health Insurance: Medical, dental, and vision coverage.
• Paid Time Off: Generous PTO and holiday schedule.
• Retirement Savings: 401(k) plan with company match.
• Employee Stock Purchase Plan: Opportunity to purchase company stock at a discounted rate.
• Life and Disability Insurance: Coverage to protect you and your family.
• Flexible Spending Accounts: FSAs for healthcare and dependent care expenses.
• Wellness Programs: Resources to support your physical and mental well-being.
• Tuition Reimbursement: Financial assistance for continuing education.

RSM Culture

RSM’s culture is centered on empowerment, inclusion, and professional growth. You’ll find a supportive environment that encourages collaboration and innovation. RSM values diversity and fosters a sense of belonging where every individual can thrive. RSM is committed to:

• Empowering People: Providing opportunities for professional development and career advancement.
• Building Community: Creating an inclusive and supportive work environment.
• Driving Innovation: Encouraging new ideas and solutions to client challenges.
• Giving Back: Supporting communities through volunteer work and charitable giving.

How to Apply

To apply for the Financial Investigations & Dispute Advisory Services Supervisor position, visit the RSM Careers page. Complete the online application, attaching your resume and cover letter. Be prepared to discuss your experience in financial investigations, dispute resolution, and your qualifications related to the responsibilities outlined in the job description.

Frequently Asked Questions (FAQ)

1. What qualifications are essential for this role? A bachelor's degree in Accounting, Finance, or Economics, along with 3+ years of experience in litigation support, investigation, or forensic accounting, and certifications like CPA, CFE, or CFF, are critical.
2. What is a typical career path for this position? You can advance to Senior Supervisor, Manager, Senior Manager, and Partner roles.
3. What types of projects will I be working on? You will be involved in post-acquisition disputes, fraud investigations, financial statement analysis, and more.
4. Are there opportunities for professional development? Yes, RSM offers various training programs, mentorship opportunities, and tuition reimbursement for continuing education.
5. What data analytics tools are used in this role? Tools like Alteryx, IDEA, Tableau, Qlik, and PowerBI are commonly used.
6. What is the work environment like at RSM? RSM promotes a collaborative, inclusive, and supportive work environment.
7. What are the travel requirements for this role? There is flexibility required to travel to clients and other RSM offices.
8. How does RSM support work-life balance? RSM offers flexible work arrangements and comprehensive benefits to support work-life balance.
9. What opportunities are there to give back to the community? RSM provides opportunities for volunteer work and charitable giving.
10. What are the key skills needed for success in this role? Analytical skills, U.S. GAAP knowledge, attention to detail, and the ability to work independently and as part of a team are essential.