Business Valuation Manager - Financial Services
About The Position
The Financial Services Valuation Services Manager will lead complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes. The role requires an experienced valuation professional who can lead multiple engagements, apply technical and commercial judgment, develop team members, strengthen client relationships, and contribute to the growth of RSM’s valuation practice. The Manager works with senior professionals and practice leaders on engagement execution, client relationship management, talent development, process improvement, and go-to-market initiatives. Responsibilities also include identifying and advancing opportunities, supporting proposals and scoping, expanding relationships across client organizations and RSM, and building internal and external networks. Managers balance client delivery with contributions to team talent, technical development, and practice growth.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related area of study.
- 5–8+ years of progressive business valuation experience, preferably in a national, global, or highly regarded advisory firm environment.
- Experience focused on financial services, particularly financial institutions, banking, or specialty finance.
- Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot.
- Capability to leverage automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation.
- Ability to travel as needed for client service, team collaboration, and practice development.
- Ability to cultivate and maintain productive professional relationships with colleagues, clients, referral sources, audit and tax teams, and other stakeholders.
Nice To Haves
- Professional designation such as ASA, ABV, CPA, CFA, or a related credential, or substantial progress toward completion.
- Experience in other financial services sectors, including insurance, wealth management, and asset management.
- Well-rounded experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support, including business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions.
- Experience overseeing multiple business valuation and audit support engagements simultaneously.
- Proven ability to manage, coach, and develop supervisors and staff.
- Demonstrated ability to lead client meetings, direct information gathering, understand strategic and operational priorities, identify value drivers, and present conclusions to senior stakeholders.
- Demonstrated ability to originate or advance opportunities by identifying client needs, expanding relationships, collaborating across service lines, and supporting pursuit teams.
- Desire to contribute to intellectual capital, recruiting, training, process innovation, quality initiatives, and other practice-building priorities.
Responsibilities
- Lead complex business valuation engagements for financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes.
- Oversee multiple valuation and audit support engagements, including planning workstreams, reviewing analyses, resolving technical issues, managing engagement economics, and communicating status and risks.
- Manage client relationships, lead client meetings and information-gathering discussions, identify value drivers, and present supportable conclusions to senior stakeholders.
- Manage, coach, and develop supervisors and staff; delegate effectively and foster a collaborative, inclusive, high-accountability team culture.
- Identify and advance business opportunities, expand client relationships, collaborate across service lines, and support pursuit teams, proposals, and scoping efforts.
- Contribute to practice growth, intellectual capital, recruiting, training, process innovation, quality initiatives, and go-to-market activities.
- Support engagement execution, process improvement, and practice development in collaboration with senior professionals and practice leaders.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
