Valuation Services Director - Complex Financial ...

Overview Valuation Services Director - Complex Financial Instruments 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. We offer an environment that inspires and empowers you to thrive both personally and professionally. There is no one like you and there’s nowhere like RSM. We are looking to hire a Director of Business Valuation with a focus on Complex Financial Instruments (CFI) to be part of our Valuation Team. The role provides exposure to financial analysis, business and financial modeling, forecasting, and valuations focusing on complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities, as well as private debt instruments, options, warrants, and other derivatives. Services are provided to assist clients with mergers and 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. Responsibilities Overall Responsibilities: Establish and maintain an effective sales and marketing process in the Valuation practice area with growth goals, maintain a referral network, network with peers in other geographic markets and assurance/tax/business consulting, contribute thought leadership, act as primary advisor to clients/manage the CFI engagement team, and manage/coach/develop other CFI valuation professionals. Specific Responsibilities: Develop and maintain strong relationships with centers of influence and professionals; effectively manage overall client relationships to exceed client satisfaction; manage fundamentals (realization, utilization, leverage, accounts receivable, expenses); be a thought leader; mentor, coach and train staff; integrate firm strategy; heighten the RSM brand through thought leadership and marketing programs; promote cross-selling and integration of service lines. Qualifications Education: Bachelor’s Degree in a quantitative field (Math, Financial Mathematics, Quantitative Finance or related). MBA or other Master’s a plus. Professional Certifications: ABV, CPA, ASA or CFA. Experience valuing complex financial instruments. Experience with Option Pricing Models, Monte Carlo and Binomial Models. Experience with Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. Practice development and management, marketing and thought leadership as it relates 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 in a Big 4 or national firm providing valuation services for financial reporting and tax reporting. Demonstrated ability to develop business and a productive referral network. 8+ years of management/leadership/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 identify relevant issues. Benefits and Additional Information RSM offers a competitive benefits and compensation package, with scheduling flexibility to balance personal and professional demands. Learn more about total rewards at the careers benefits page: All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race, color, creed, sex, gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, disability, citizenship, political affiliation, medical condition, domestic violence victim status, veteran status, or any other characteristic protected by law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment. RSM is committed to equal opportunity and reasonable accommodation for people with disabilities. If you require an accommodation to complete an application or participate in the recruiting process, please call 800-274-3978 or email . RSM will consider qualified applicants with arrest or conviction records in accordance with applicable law. Salary range: $134,000 - $269,000. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

Created: 2025-09-17