Financial Consulting Senior Associate 2 - Finance as a Service
RSM US LLP
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Job Description
About The Role
We are seeking a highly skilled AI Specialist with deep expertise in Microsoft Copilot Studio, Azure AI Foundry, and the full Microsoft Power Platform ecosystem. The ideal candidate will bridge the worlds of finance consulting and intelligent automation — designing and deploying AI agents that transform how our clients handle invoice processing, financial reconciliation, income statement preparation, and other high-value finance workflows.
This role demands a rare combination of technical depth, financial domain knowledge, and the ability to code — from Python scripting and LLM integration to API development and RPA orchestration.
Key Responsibilities
AI Agent Design & Deployment
- Design, build, and deploy intelligent agents using Microsoft Copilot Studio and Azure AI Foundry for finance consulting use cases.
- Configure and fine-tune LLMs (including Anthropic Claude and other models) to perform domain-specific financial tasks.
- Develop AI-driven solutions for invoice data extraction, automated income statement preparation, and financial reconciliations.
- Integrate AI agents with enterprise finance systems (ERP, accounting platforms) via APIs and custom connectors.
- Design, develop, and implement end-to-end solutions using the full Microsoft Power Platform suite: Copilot Agents, Power Apps and Power Automate
- Build model-driven and canvas apps in Power Apps to support finance operations and client-facing workflows.
- Create automated workflows and approvals in Power Automate using Graph API, REST API, and custom connectors
- Automate accounts payable and receivable workflows, including intelligent invoice extraction using AI document intelligence.
- Build AI-assisted income statement and P&L preparation pipelines, reducing manual effort and improving accuracy.
- Implement automated reconciliation workflows that compare ledger data, bank statements, and transaction records.
- Collaborate with finance SMEs and consultants to map business processes and translate them into automated solutions.
- Integrate RPA workflows with AI agents for end-to-end intelligent automation pipelines.
- Monitor, maintain, and optimize deployed automation solutions for reliability and performance.
- Write clean, maintainable Python code for data processing, AI pipeline development, API integrations, and automation scripts.
- Develop and consume REST APIs and Graph APIs for Microsoft 365, Dynamics 365, and third-party finance systems.
- Build and publish custom connectors in Power Automate for proprietary or niche finance data sources.
- Microsoft certifications: PL-400, PL-600, AI-102, DP-600, or equivalent Power Platform / Azure AI certifications.
- Experience with Anthropic Claude API or Cowork for enterprise AI workflows.
- Exposure to financial ERP platforms such as SAP, Oracle Financials, or Microsoft Dynamics 365 Finance.
- Experience with data orchestration tools (e.g. Azure Data Factory, Fabric) for financial data pipelines.
- Prior experience in a consulting or professional services environment delivering client-facing AI/automation projects.
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
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 send us an email at careers@rsmus.com.
About The Company
RSM US LLP
RSM is the leading provider of assurance, tax and consulting services to the middle market. With over 17,000 professionals across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhance the unique insights that we provide to our clients. For more information, visit rsmus.com. On Twitter: https://twitter.com/RSMUSLLP On Facebook: https://www.facebook.com/rsmusllp/ Interested in a career with RSM? Visit www.rsmus.com/careers
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