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RSM

Sr Associate Finance Automation Yardi

chicago, IL

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Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

nPosition Summary

nThe Yardi Supervisor will lead the design, implementation, optimization, and support of Yardi Commercial Suite solutions for real estate owners, operators, developers, and investment managers. This role will serve as a subject matter expert across Yardi Commercial, Construction Manager, Job Cost, PayScan, and Fixed Assets and will work directly with client stakeholders to improve operational efficiency, financial reporting, controls, and technology enablement.

nKey Responsibilities

nYardi Commercial Management

nnLead implementations and optimization initiatives for Yardi Commercial modules.

nConfigure properties, leases, tenants, recoveries, budgets, and operational workflows.

nAnalyze current-state business processes and design leading-practice solutions within Yardi.

nSupport commercial lease administration, CAM reconciliations, accounting, and financial reporting.

n nConstruction and Job Cost

nnLead requirements gathering, solution design, configuration, testing, and deployment for Yardi Construction Manager and Job Cost.

nConfigure job structures, cost codes, budgets, commitments, contracts, change orders, forecasts, and draws.

nSupport construction and development accounting processes, controls, and reporting.

nDesign and optimize workflows supporting project managers, development teams, and accounting users.

n nPayScan and Procure-to-Pay

nnImplement and support Yardi PayScan invoice processing and approval workflows.

nConfigure approval hierarchies, routing rules, vendor processes, and integration with Accounts Payable.

nHelp clients automate invoice processing and strengthen procurement and payment controls.

nDevelop operational reporting and key performance indicators related to invoice processing and approvals.

n nFixed Assets

nnConfigure and support Yardi Fixed Assets functionality.

nSupport asset capitalization, depreciation, transfers, disposals, and reporting.

nWork with accounting teams to align fixed asset records with the general ledger.

nAssist with asset reconciliation, data conversion, and audit support activities.

n nClient Delivery and Project Leadership

nnLead discovery workshops, requirements sessions, and solution design meetings.

nPrepare process documentation, configuration workbooks, test scripts, and training materials.

nLead system testing, user acceptance testing, deployment, and post-go-live stabilization.

nProvide client training, knowledge transfer, and executive-level status reporting.

nManage workplans, risks, issues, deliverables, and project team coordination.

nMentor junior team members and contribute to practice development and growth initiatives.

n nReporting, Data, and Integration

nnSupport report specifications, financial and operational reporting, and data validation.

nAssist with data migration, conversion, reconciliation, and cutover activities.

nSupport integration design between Yardi and third-party systems.

nIdentify opportunities to improve reporting and analytics through Yardi, Power BI, or related tools.

n nRequired Qualifications

nn3+ years of hands-on Yardi implementation, optimization, or administration experience.

nDemonstrated experience with Yardi Commercial, Construction Manager, Job Cost, PayScan, and Fixed Assets.

nStrong understanding of commercial real estate accounting, lease administration, construction accounting, and development operations.

nExperience with system implementations, upgrades, optimization initiatives, or module deployments.

nExperience facilitating requirements workshops and translating business needs into system configuration and process design.

nStrong client-facing, project management, analytical, written, and verbal communication skills.

nUndergraduate degree in Accounting, Finance, Business, Information Technology, Real Estate, or a related field.

n nPreferred Qualifications

nnExperience with Yardi Voyager 7S and/or Voyager 8.

nExperience with Yardi Investment Suite, Facilities, P2P, or related modules.

nKnowledge of SQL, Power BI, Power Query, or other data and reporting tools.

nExperience with data migration, system integration, and financial reconciliation.

nCPA, PMP, Yardi certification, or other relevant professional credential.

nConsulting experience supporting office, industrial, retail, mixed-use, multifamily, or development portfolios.

n nIdeal Candidate Profile

nnCommercial real estate technology professional with deep functional Yardi expertise.

nComfortable working across accounting, operations, construction, and technology teams.

nAble to lead client conversations while remaining hands-on with configuration, testing, and issue resolution.

nOrganized, detail-oriented, collaborative, and committed to high-quality client service.

n nAt 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. Learn more about our total rewards at

nAll applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

nAccommodation 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 call us at or send us an email at

nRSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

nRSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

nAt RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

nCompensation Range: $85,100 - $161,700

nIndividuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Worksite address

chicago, IL, 60290, US

Who can apply

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