Consulting - Partner - Financial Investigations & Dispute Advisory Services

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We are looking to hire a Principal / Partner who would be responsible for growing, enhancing, developing and managing professionals in our Financial Investigations and Dispute Advisory Services Practice in Chicago. 

Overview of Job:

  • This executive will focus on and drive this service offering with the Great Lakes region.
  • Capabilities and expectations include:
    • business development (e.g.; marketing, sales, thought leadership, webinars, white papers, proposals, and branding)
    • working on and leading projects (assessments, analysis, testifying, reporting),
    • expanding the team roster (recruiting experienced and college candidates, training, career development)
    • developing incremental forensic and litigation competencies (methodologies, tools, and capabilities that align with these service offerings)
    • maintaining operational excellence (billing, collections, personnel management, scheduling, and related administrative responsibilities), and continuing our history of profitable growth
  • The Principal / Partner will collaborate and represent RSM's services Lines (Risk Advisory Services, Technology Services, other Financial Advisory Services, Audit, and Tax) to clients and prospects within the Great Lakes region.  The Principal / Partner will work across regions as a collaborator and leader within the integrated, national Litigation and Dispute Advisory & Forensic Accounting and Fraud Investigations team
  • He / she will have substantial responsibility in overseeing client service delivery of solutions of the stated forensic and litigation service offerings to clients that typically include law firms, insurance companies, banks, corporate counsel and management of companies, audit committees, government agencies, regulators, and corporate boards
  • This professional will use their industry knowledge, experience, depth of technical knowledge and strong collaborative expertise to add knowledge, value, and executive leadership
  • This successful, dynamic accomplished executive professional will assist in developing business plans, leading and performing tasks outlined in the plans and steps necessary to contract with clients in the marketplace
  • The Principal/ Partner will develop and execute their practice strategy aligned with regional and national expectations to drive growth for the Firm
  • To accomplish the national consulting expectations, the Principal / Partner will support the National Consulting Services line of business as needed

Reporting Structure:

  • Directly reporting to the National Leader of Financial Advisory Services 
  • Dotted line to the Great Lakes Consulting Leader and the Financial Investigations and Dispute Advisory, National Leader

Desired Credentials:   CPA, ABV, CFA, ASA, CFF, CIRA, CDBV, MBA 

 Experience required:

  • Must be recognized as an expert  and have testified on numerous matters at deposition, trial and arbitration
  • Significant experience in leading teams in a matrix organization
  • Proven success and track record in building a profitable practice
  • Proven business development and sales
  • Solid capabilities for practice management, marketing and thought leadership
  • Previous experience in managing and directing the analysis and forensic investigative efforts related to complex commercial litigation, lost profits, commercial damages, insurance coverage disputes, business disputes, and valuation disputes.  Additional experience with intellectual property infringement litigation, bankruptcy matters, and other related business matters are desired.
  • The successful executive will have a track record of success in exceeding client expectations.
  • Will have obtained recognition in professional organizations.

Major Duties and Responsibilities:

  • Assist in building, developing, and managing a book of business to meet goals and objectives
  • Effectively manage client relationships to exceed client satisfaction
  • Will heighten the RSM brand by demonstrating thought leadership
  • Provide consulting service to clients by working on and leading consulting projects
  • The  Principal/ Partner will collaborate with RSM Leadership team to accomplish these goals
  •  The Principal/ Partner will be responsible for maintaining quality standards of excellence and best practices
  • He/ she will demonstrate exceptional leadership skills and proven success in managing and motivating teams
  • Exercise the highest levels of leadership and mentorship
  • Successfully integrate strategies defined by the firm
  • Attract, develop and retain talent
  • Ensure the continuous professional development of staff is being met
  • Travel as needed

Standards of Performance:

  • Collaborative, trustworthy, and motivated
  • Achievements of financial goals and plans established by the Firm
  • Achievement of geographic and capabilities growth as defined by the Firm
  • Participation and leadership in National Consulting expectations of standardization, integration, and collaboration
  • Development of staff along with retention and satisfaction of team members.
  • Positive leadership culture

 Personal Characteristics:

  • The successful candidate will have the strongest elements of executive leadership
  • A self-starter who leads by example
  • Highly respected people leader
  • Exceptional executive presence and professionalism which commands the respect of colleagues and subordinates
  • Respected industry leader
  • High energy, highly motivated and empowers  others
  • Results oriented
  • Ability to inspire others to follow
  • A strong entrepreneurial spirit
  • An executive possessing the highest levels of professional, personal honestly, integrity and ethics

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID RSM431
Line of Business: Consulting Services
SubFunction: FAS Fin Investigation&Dispute
Job Type: Full Time
Req #: RSM431
Location: One South Wacker Dr Ste 800, , Chicago, IL US
Region: Great Lakes Region
Job Category: Business Consulting/Technology
Employment Type: Experienced
Degree Required: Bachelor
Travel: Yes
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