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About the Role

We are looking for a Director of Business Valuation with a focus on Complex Financial Instruments (CFI) to join our Valuation Team. This role offers the opportunity to work on diverse and challenging projects involving financial analysis, business and financial modeling, forecasting, and valuations of complex financial instruments and derivatives. These services support clients with mergers, acquisitions, venture financing, IPOs, taxation, financial reporting, and strategic planning.

Responsibilities

Establish and maintain an effective sales and marketing process in the Valuation practice area.
Maintain an established referral network.
Network with peers in other geographic markets and practice areas.
Contribute thought leadership in the practice area.
Serve as the primary advisor to clients.
Manage CFI engagement team members.
Oversee, train, and develop other CFI valuation professionals.
Develop and maintain strong relationships with centers of influence and professionals.
Effectively manage overall client relationships to exceed client satisfaction.
Manage the fundamentals including realization, utilization, leverage, accounts receivable, and expenses.
Mentor, coach, and train staff.
Successfully integrate the firm's strategy.
Heighten the RSM brand by demonstrating thought leadership and embracing firm marketing campaigns.
Promote cross-selling and integration of service lines.

Requirements

Experience valuing complex financial instruments.
Experience with Option Pricing Models, Monte Carlo and Binomial Models.
Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc.
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 with a "Big 4" or national consulting firm providing valuation services, including valuation for financial reporting and tax reporting.
Demonstrated ability to develop business and a productive referral network.
8+ years in Management/Leadership/Supervisory experience.
Database experience with Capital IQ.
Proficiency with Microsoft Excel, Word, and PowerPoint.
Flexibility to travel to clients and other RSM’s offices.
Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues.
Does not intend to hire entry-level candidates who will require sponsorship now or in the future.
Consider for employment qualified applicants with arrest or conviction records.

Skills

Financial analysis
Business and financial modeling
Forecasting
Valuations focusing on complex financial instruments and derivatives
Convertible instruments
Embedded derivatives
Earn-outs
Interest rate derivatives
Common and preferred stock
Other securities
Private debt instruments
Options
Warrants
Derivative products
Option Pricing Models
Monte Carlo Models
Binomial Models
Monte Carlo programs (@risk, Crystal Ball)
Lattice models
Coding (MatLab, R, etc.)
Bloomberg
Capital IQ
Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Location

Hybrid

Work Type

Hybrid

Experience Level

8+ years in Management/Leadership/Supervisory experience

Education Level

Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred
MBA or other Master’s a plus

Salary/Compensations

$160,900 - $323,400
Eligible for a discretionary bonus based on firm and individual performance.

Benefits

Competitive benefits and compensation package
Total rewards

About the Company

The leading provider of professional services to the middle market globally.
Purpose is to instill confidence in a world of change, empowering clients and people to realize their full potential.
Exceptional people are the key to unrivaled culture and talent experience and ability to be compelling to clients.
Offers an environment that inspires and empowers individuals to thrive personally and professionally.

Equal Opportunity

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.
RSM will consider for employment qualified applicants with arrest or conviction records.