Valuation Services Director - Complex Financial Intruments
About The Position
RSM is seeking a Director of Business Valuation focused on Complex Financial Instruments (CFI) to join its Valuation Team. The role provides exposure to financial analysis, business and financial modeling and forecasting, and valuations of complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other derivative products. Valuation services support clients’ mergers and acquisitions, venture financing and public offerings, tax planning and compliance, financial reporting, and strategic planning, as well as assurance and tax clients’ valuation needs. The director will lead business development and marketing in the valuation practice, serve as a primary client advisor, manage CFI engagement teams, and oversee, train, and develop valuation professionals. The role also manages client relationships and engagement fundamentals, contributes thought leadership, mentors staff, supports cross-selling, and helps integrate the firm’s strategy and brand. RSM describes most roles as following a hybrid workstyle, with team members aligned to an RSM office and meeting in person when useful for client work, teams, development, or relationship-building. Some roles may be virtual or primarily on-site depending on role requirements, team priorities, and client needs. Travel to clients and other RSM offices is required for this role. Compensation is listed as $160,900–$323,400, with eligibility for a discretionary bonus based on firm and individual performance.
Requirements
- Bachelor’s degree in a quantitative field such as mathematics, financial mathematics, quantitative finance, or a related area of study; listed as preferred in the posting.
- Professional certification: ABV/CPA, ASA, or CFA.
- Experience valuing complex financial instruments.
- Experience with option pricing models, Monte Carlo models, and binomial models.
- Experience with Monte Carlo programs such as @RISK or Crystal Ball, lattice models, coding such as MatLab or R, and Bloomberg.
- Experience in practice development and management, marketing, and thought leadership related to complex financial instruments.
- Experience 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 financial reporting and tax reporting valuations.
- Demonstrated ability to develop business and a productive referral network.
- At least 8 years of management, leadership, or supervisory experience.
- Database experience with Capital IQ.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
- Flexibility to travel to clients and other RSM offices.
- Ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues.
Nice To Haves
- MBA or another master’s degree.
Responsibilities
- Establish and maintain an effective sales and marketing process for the Valuation practice area, with specific growth goals incorporated into key goals.
- Maintain an established referral network and network with peers in other geographic markets and in assurance, tax, and business consulting.
- Contribute thought leadership in the practice area.
- Serve as a primary advisor to clients and manage CFI engagement team members.
- Manage, oversee, train, and develop other CFI valuation professionals.
- Develop and maintain strong relationships with centers of influence and other professionals.
- Effectively manage client relationships to exceed client satisfaction.
- Manage engagement fundamentals, including realization, utilization, leverage, accounts receivable, and expenses.
- Mentor, coach, and train staff.
- Successfully integrate the firm’s strategy.
- Strengthen the RSM brand through thought leadership and participation in firm-supported marketing campaigns and programs.
- Promote cross-selling and integration of service lines and businesses.
Benefits
- Competitive benefits and compensation package.
- Eligibility for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Director
