Valuation Services Director - Complex Financial Intruments
About The Position
RSM is hiring a Director of Business Valuation focused on Complex Financial Instruments (CFI) to join its Valuation Team. The role involves varied valuation projects and exposure to financial analysis, business and financial modeling, and forecasting. Valuations may cover 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 securities and derivative products. Services support 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 develops and maintains business through sales and marketing, referral networks, peer relationships, and thought leadership. The position serves as a primary client advisor, manages CFI engagement teams, oversees and develops valuation professionals, and manages client relationships and engagement fundamentals. The role also promotes cross-selling and integration across service lines and supports 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 appropriate for clients, teams, development, or relationship-building. Some roles may be virtual or primarily on-site depending on role requirements, team priorities, and client needs. The role requires flexibility to travel to clients and other RSM offices. The compensation range is $160,900–$323,400. Selected candidates are eligible for a discretionary bonus based on firm and individual performance. RSM provides a competitive benefits and compensation package; further benefits information is available through its careers website.
Requirements
- Bachelor’s degree in a quantitative field such as mathematics, financial mathematics, or quantitative finance; the posting describes this as preferred.
- 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 at a Big Four or national consulting firm providing valuation services, including financial reporting and tax reporting valuations.
- Demonstrated ability to develop business and a productive referral network.
- Eight or more 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
- An MBA or another master’s degree is a plus.
Responsibilities
- Establish and maintain an effective sales and marketing process for the Valuation practice, with specific growth 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 professionals.
- Manage client relationships to exceed client satisfaction.
- Manage realization, utilization, leverage, accounts receivable, and expenses.
- Mentor, coach, and train staff.
- Successfully integrate the firm’s strategy.
- Heighten the RSM brand through thought leadership and participation in firm marketing campaigns and programs.
- Promote cross-selling and integration across 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
