RSM US

Valuation Services Director - Complex Financial Instruments

RSM US$160K — $323K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in a Quantitative Field or related area; MBA preferred
  • Professional Certifications: ABV/CPA, ASA or CFA
  • Experience valuing complex financial instruments
  • Proficiency in Option Pricing Models and related software
  • Strong client management and practice development experience
  • 8+ years of leadership or supervisory experience
  • Database experience with Capital IQ and proficiency in Microsoft Office Suite.

Responsibilities

  • Establish and maintain effective sales and marketing processes in the Valuation practice
  • Maintain a referral network and network with peers in different markets
  • Contribute thought leadership within the valuation practice area
  • Serve as primary advisor to clients and manage CFI engagement teams
  • Develop strong relationships with centers of influence and professionals
  • Mentor and train valuation staff to promote professional development
  • Integrate the firm's strategy while promoting cross-selling of services.

Benefits

  • Flexible schedule to balance work and personal life
  • Access to a comprehensive benefits and compensation package
  • Opportunities for professional development and training
  • Eligibility for a discretionary bonus based on performance.
Full Job Description
We are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Responsibilities: - Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals - Maintaining an established referral network - Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting - Contributing thought leadership in practice area - Primary advisor to clients/manage CFI engagement team members - Manager/Oversee/Train/develop other CFI valuation professionals Specific Responsibilities: - Develop and maintain strong relationships with centers of influence and professionals - Effectively manage overall client relationships to exceed client satisfaction - Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses) - Be a thought leader - Mentor, coach and train staff - Successfully integrate strategy of the firm - Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm - Promote cross selling and integrating of service line of business and more Basic Qualifications: - Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master’s a plus - Professional Certifications: ABV/CPA, ASA or CFA - Experience valuing complex financial instruments - Experience with Option Pricing Models, Monte Carlo and Binomial Models - Experience in Monte Carlo programs ([redacted], Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. - Practice development and management, marketing and thought leadership as it relates to complex financial instruments - Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions - Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting - Demonstrated ability to develop business and a productive referral network - 8+ years in Management/Leadership/Supervisory experience - Database experience with Capital IQ - Proficiency with Microsoft Excel, Word, and PowerPoint - Flexibility to travel to clients and other RSM’s offices - Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues At 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 . Compensation Range: $160,900 - $323,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
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13,000 employees
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