Valuation Services Director - Complex Financial ...

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.Valuation Services Director - Complex Financial InstrumentsPosition DirectorWe are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and 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 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.Overall Responsibilities:Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goalsMaintaining an established referral networkNetworking with peers in other geographic markets and in other areas of assurance, tax and business consultingContributing thought leadership in practice areaPrimary advisor to clients/manage CFI engagement team membersManager/Oversee/Train/develop other CFI valuation professionalsSpecific Responsibilities:Develop and maintain strong relationships with centers of influence and professionalsEffectively manage overall client relationships to exceed client satisfactionManage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)Be a thought leaderMentor, coach and train staffSuccessfully integrate strategy of the firmHeighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firmPromote cross selling and integrating of service line of business and moreBasic Qualifications:Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plusProfessional Certifications: ABV/CPA, ASA or CFAExperience valuing complex financial instrumentsExperience with Option Pricing Models, Monte Carlo and Binomial ModelsExperience in 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 instrumentsSuccessful candidate will have experience in managing client relationships and leveraging them to sell Firm solutionsAbility to exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a

Created: 2025-12-04