Valuation Services Manager - Complex Financial Instruments

RSM • Cleveland, OH

3d

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees