Financial Consulting Manager - Business Valuation Services

RSM • Boston, MA

1d

About The Position

The Valuation Services Manager will play a highly visible role on RSM’s Valuation Services consulting team, taking primary responsibility for complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes. This position is designed for an experienced valuation professional who can lead multiple engagements, exercise sound technical and commercial judgment, develop team members, strengthen client relationships, and contribute to the growth of a nationally recognized valuation practice. The Manager will work closely with senior professionals and practice leaders on engagement execution, client relationship management, talent development, process improvement, and go-to-market initiatives. The role includes identifying and advancing opportunities, supporting proposal and scoping efforts, expanding relationships across client organizations and RSM, and building a strong internal and external network. Managers are expected to balance engagement delivery with sustained contributions to team talent, technical development, and practice growth.

Requirements

• Bachelor's Degree in Finance, Accounting, Economics, or a related area of study
• 6-8+ years of progressive business valuation experience, preferably within a national, global, or highly regarded advisory firm environment
• Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot
• Demonstrated capability leveraging automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation

Nice To Haves

• Professional designation such as ASA, ABV, CPA, CFA, or a related credential, or substantial progress toward completion is preferred
• Well-rounded experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes, including business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions

Responsibilities

• Lead multiple engagements
• Exercise sound technical and commercial judgment
• Develop team members
• Strengthen client relationships
• Contribute to the growth of a nationally recognized valuation practice
• Work closely with senior professionals and practice leaders on engagement execution, client relationship management, talent development, process improvement, and go-to-market initiatives
• Identify and advance opportunities
• Support proposal and scoping efforts
• Expand relationships across client organizations and RSM
• Build a strong internal and external network
• Balance engagement delivery with sustained contributions to team talent, technical development, and practice growth
• Oversee a portfolio of business valuation and audit support engagements simultaneously, including planning workstreams, reviewing analyses, resolving technical issues, managing engagement economics, and communicating status and risks
• Manage, coach, and develop supervisors and staff; delegate effectively; provide candid feedback; and foster a collaborative, inclusive, and high-accountability team culture
• Lead client meetings, direct information-gathering discussions, understand strategic and operational priorities, identify key value drivers, and present supportable conclusions to senior stakeholders
• Originate or advance opportunities by identifying unmet client needs, expanding existing relationships, collaborating across service lines, and supporting pursuit teams
• Cultivate and maintain positive, productive, and professional relationships with colleagues, clients, referral sources, audit and tax teams, and other key stakeholders
• Contribute to intellectual capital, recruiting, training, process innovation, quality initiatives, and other practice-building priorities

Benefits

• Competitive benefits and compensation package
• Flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients
• Discretionary bonus based on firm and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Manager