Valuation Services Manager - Complex Financial Instruments

RSM US LLP•Los Angeles, CA

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. The Complex Financial Instrument (CFI) Valuation Services Manager serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to portfolio valuation, financial analysis, business and financial modeling and forecasting, and valuations. The Complex Financial Instrument (CFI) Valuation Advisory Services Manager will focus on valuations of complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, incremental borrowing rates, stock compensation, 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. The professional will also work closely with the practice leader in key business development initiatives.

Requirements

Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred, or related area of study preferred
CFA/FRM/MBA or other Master’s a plus
Experience in Monte Carlo programs required (@risk, Crystal Ball), Lattice model required, coding preferred (MatLab, R, Python, VBA, etc.), etc
5-10 years of relevant experience, including financial analysis, modeling and valuation experience
Proficiency in MS Office

Nice To Haves

Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience
Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions
Considerable experience preferred with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives
Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent

Responsibilities

Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting
Lead client calls and client communications
Oversee/Train/develop other CFI valuation professionals
Be a thought leader
Ability to prepare detailed financial models in MS Excel and compose technical reports
Excellent verbal and written communication skills
Ability to work independently in an entrepreneurial work environment
Ability to travel as needed or requested

Benefits

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 https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).
If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records.
For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role.
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.