Business Valuation - Supervisor

RSM US LLP; Charlotte (NC); On-site; USD 85,000 - 162,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP in Charlotte, NC seeks a Valuation Services Supervisor to lead complex business valuation engagements across financial reporting, tax, transactions, and advisory projects.

You'll mentor junior staff, collaborate with senior professionals, and contribute to the growth of a nationally recognized valuation practice while delivering clear, actionable insights to clients.

Travel as needed and leverage automation, data analytics, and AI tools to enhance quality and efficiency.

Qualifications

• Bachelor's Degree in Finance, Accounting or related area of study.
• 3-5+ years of progressive business valuation experience.
• Progress toward ASA, ABV, CPA, CVA or related credential.
• Strong capital markets understanding and core valuation methodologies (income, market, cost).
• Advanced proficiency with Microsoft 365 and Excel.
• Excellent financial modeling, writing, analytical and communication skills.
• Ability to use automation, data analytics, and AI tools to enhance quality and efficiency.
• Ability to travel as needed to support client service and practice development.

Responsibilities

• Lead complex business valuation engagements across financial reporting, tax, transactions and advisory work.
• Mentor staff, develop talent, and contribute to practice growth.
• Collaborate with senior professionals and practice leaders on engagements and process improvements.
• Translate analyses into clear, actionable client insights and support engagement economics.

Skills

Valuation experience

Capital markets knowledge

Microsoft Excel

Financial modeling

Analytical writing

Communication skills

Automation / data analytics

Generative AI tools

Travel readiness

Education

Bachelor's degree in Finance or Accounting

Tools

Copilot

Microsoft 365

Excel

Word

PowerPoint

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 Valuation Services Supervisor will play a highly visible role on RSM’s Valuation Services consulting team, taking substantial responsibility for complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes. This position is designed for an accomplished valuation professional who is ready to deepen technical expertise, lead meaningful client work, mentor developing talent, and contribute to the continued growth of a nationally recognized valuation practice. Our business valuation team provides sophisticated valuation analyses of business enterprises, intellectual property, intangible assets, common and preferred equity, partnership interests, private debt instruments, complex securities, etc. These services support clients through mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; reorganization; audit supportand strategic decision-making. Team members are expected to bring strong technical judgment, intellectual curiosity, and the ability to translate complex analyses into clear, practical insights for clients and engagement teams. The Supervisor will work closely with senior professionals and practice leaders on engagement execution, client relationship development, process improvement, talent development, and select business development initiatives. This role offers the opportunity to lead challenging assignments, build a strong internal and external network, and contribute directly to the future direction of the practice.

Basic Qualifications

Bachelor's Degree in Finance, Accounting or related area of study 3-5+ years of progressive business valuation experience, preferably within a national, global, or highly regarded advisory firm environment Completed or meaningful progress toward a professional designation such as ASA, ABV, CPA, or , CVA, or a related credential Strong understanding of capital markets and core valuation methodologies including income, market, and cost approaches Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot Excellent financial modeling, technical writing, analytical, and communication skills, with the ability to communicate complex concepts clearly and confidently Demonstrated capability leveraging automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation Ability to manage multiple priorities, meet tight deadlines, exercise professional judgment, and contribute effectively in a high-performing, team-oriented environment Ability to travel as needed to support client service, team collaboration, and practice development priorities

Preferred Qualifications

Well-rounded experience performing valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes, including well-rounded experience with business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions Experience overseeing multiple business valuation and audit support engagements simultaneously, including coordinating workstreams, reviewing analyses, and managing engagement economics Advanced degree in business, finance, accounting, economics, a related field, or an advanced valuation finance credential Proven ability to supervise, coach, and develop staff while fostering a collaborative, inclusive, and high-accountability team culture Demonstrated ability to work directly with client management, lead thoughtful information-gathering discussions, analyze financial and operational data, identify key value drivers, and develop supportable conclusions Desire to contribute to intellectual capital, process innovation, recruiting, training, and other practice-building initiatives Desire to Ability to cultivate and maintain positive, productive, and professional relationships with colleagues, clients, referral sources, and other key stakeholders

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

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. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.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. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

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. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.