Valuation Services Director - Complex Financial Intruments

We 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); financial reporting; We also support assurance and tax clients pursuant to their valuation needs.
Maintaining an established referral network
Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting
Primary advisor to clients/manage CFI engagement team members
Effectively manage overall client relationships to exceed client satisfaction
Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)
Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm
Promote cross selling and integrating of service line of business and more
Bachelors Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master’s a plus
~ Experience valuing complex financial instruments
~ Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Practice development and management, marketing and thought leadership as it relates to complex financial instruments
~ Successful candidate will have experience in 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

Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); HIV Status; physical or mental disability; 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 or send us an email at does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). 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.
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. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Compensation Range: $160,900 - $323,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.