Outsourcing Assistant

1 week ago

London, Greater London, United Kingdom RSM Full time

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive.

We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally.

This vision touches everything we do, motivating and inspiring us to become better every day.

If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.


About the department:

***Outsourcing is a key service offered by RSM to its client base, both in the UK and internationally, driving key relationships on the back of long-term annuity engagements in its chosen mid-market space. At present across RSM, this includes functions such as payroll, transactional processing, bookkeeping and company secretarial duties. RSM's offering is considered a valuable resource by businesses within the UK who see the cost, time, and resource benefit of outsourcing these functions. It is also a beneficial tool for international organisations looking to invest into the UK and for more established multi-national corporations looking for a consistent global outsourced service. Utilising RSM's outsourcing services removes the burden of managing a finance function and the associated regulatory requirements.

At RSM, you'll be a key member of our team from day one.

You'll get involved in client work very quickly, working as part of a team, speaking to clients, developing client relationships, dealing with queries and delivering projects.

Alongside hands-on experience, you'll benefit from on-the-job training from senior members of the team and gain access to our internal training courses that will help you develop in the role.

When you join this team, you'll work towards your professional qualifications by completing an apprenticeship programme.

This consists of the AAT qualification with the Association of Accounting Technicians for the first two years, followed by the ACCA qualification with the Association of Chartered Certified Accountants.


In order to progress the OTS strategy, a team is being established to implement and manage a suite of finance technology to enable the delivery of client services.

This suite of systems includes NetSuite as our ERP solution, PowerBI for reporting, and in development invoice scanning, payments middleware and analytics tools.


Overall job purpose

  • To provide support to OTS team members on finance systems, in particular NetSuite.
  • To assist in transitioning new RSM clients moving onto RSM OTS finance systems.
  • Assist in extracting client data from historic accounting systems, manipulate and cleanse data into set import formats, undertake elements of client setup including importing data.
  • Assist in provision of finance systems support to clients.
  • Development and maintenance of procedural documentation for knowledge transfer protocols and takes part in passing knowledge onto new team members as required.

Outline Role requirements:

Reporting to the Outsourcing Technology Lead, you will be tasked with completing a range of transition and maintenance activities across multiple software products to support the Outsourcing team in providing outstanding customer service to our clients, including but not limited to:

Support ongoing clients
- first and second line support for client and internal teams with system queries;
- log and review escalated support queries;
- to prepare and maintain procedural documentation;

Cleansing client data
- extract client data from existing accounting systems/Excel spreadsheets;
- complete templates ready for importing;

Implementation and ongoing support of finance systems technology suite of products
- assist in the configuration and set-up of NetSuite and other OTS finance systems
- review and reconciliation of client data;
- import of client data onto relevant systems;
- ongoing systems administration including setting up new users etc;

Systems Testing
- assist in testing new system functionality / regression testing on updates;

Flexible Working

At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients.

We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.


Diversity and Inclusion at RSM
At RSM, inclusion and diversity are central to our values.

We have an authentic focus on intentional inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution.

To find out more, please visit our Diversity and Inclusion page on our Careers Website.
Our recruitment process

Please note, for those who perform well

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