Business Valuation Manager - Financial Services

RSM US LLP; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

RSM US LLP in Chicago seeks a Financial Services Valuation Services Manager to lead complex engagements across financial reporting, tax reporting, transactions, and advisory purposes. You’ll apply technical and commercial judgment, develop staff, and strengthen client relationships while contribute to practice growth.

You’ll collaborate with senior professionals, manage engagement economics, and participate in go-to-market activities to expand services within financial institutions and related

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related area
• 5-8+ years of progressive business valuation experience in financial services
• Professional designation such as ASA, ABV, CPA, CFA, or progress toward
• Advanced proficiency with Microsoft 365 (Excel/Word/PowerPoint) and data analytics
• Ability to travel as needed to support client service and team priorities

Responsibilities

• Lead multiple complex valuation engagements across FS sectors
• Strengthen client relationships and manage stakeholder communications
• Develop and mentor staff; contribute to talent growth and performance
• Support proposal and scoping efforts and contribute to go-to-market activities

Skills

Valuation leadership

Client relationship management

Engagement execution

Staff development

Automation & data analytics

AI/tools proficiency

Travel readiness

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Microsoft 365

Copilot

Job description

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 Financial Services Valuation Services Manager will play a highly visible role on RSM's Valuation Services consulting team, taking primary responsibility for complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes. This position is designed for an experienced valuation professional who can lead multiple engagements, exercise sound technical and commercial judgment, develop team members, strengthen client relationships, and contribute to the growth of a nationally recognized valuation practice. The Manager will work closely with senior professionals and practice leaders on engagement execution, client relationship management, talent development, process improvement, and go-to-market initiatives. The role includes identifying and advancing opportunities, supporting proposal and scoping efforts, expanding relationships across client organizations and RSM, and building a strong internal and external network. Managers are expected to balance engagement delivery with sustained contributions to team talent, technical development, and practice growth.

Basic Qualifications:

• Bachelor's Degree in Finance, Accounting, Economics, or a related area of study
• 5-8+ years of progressive business valuation experience, preferably within a national, global, or highly regarded advisory firm environment with a focus on financial services, including primarily on financial institutions, banking, specialty finance.
• Other financial services sector are preferred as well including insurance, wealth management, and asset management.
• Professional designation such as ASA, ABV, CPA, CFA, or a related credential, or substantial progress toward completion is preferred
• Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot
• Demonstrated capability leveraging automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation
• Ability to travel as needed to support client service, team collaboration, and practice development priorities

Preferred Qualifications:

• Well-rounded experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes, including business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions
• Experience overseeing a portfolio of business valuation and audit support engagements simultaneously, including planning workstreams, reviewing analyses, resolving technical issues, managing engagement economics, and communicating status and risks
• Proven ability to manage, coach, and develop supervisors and staff; delegate effectively; provide candid feedback; and foster a collaborative, inclusive, and high-accountability team culture
• Demonstrated ability to lead client meetings, direct information-gathering discussions, understand strategic and operational priorities, identify key value drivers, and present supportable conclusions to senior stakeholders
• Demonstrated ability to originate or advance opportunities by identifying unmet client needs, expanding existing relationships, collaborating across service lines, and supporting pursuit teams
• Ability to cultivate and maintain positive, productive, and professional relationships with colleagues, clients, referral sources, audit and tax teams, and other key stakeholders
• Desire to contribute to intellectual capital, recruiting, training, process innovation, quality initiatives, and other practice-building priorities