Complex Financial Instruments Consulting Associate - Fall 2027

RSM US LLP; McLean (VA); Hybrid; USD 74,000 - 88,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Job summary

RSM US LLP in McLean, Virginia, seeks a Complex Financial Instrument (CFI) Valuation Services Associate to join our Valuation Services Consulting team. You will perform business valuation, financial analysis, modeling, and forecasting on complex instruments for diverse client engagements.

You will work on mergers, acquisitions, IPOs, and tax planning projects in a hybrid work environment, collaborating with client teams and leading project efforts to develop talent.

Qualifications

• Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area) preferred
• MBA or other Master’s a plus
• Proficiency in MS Office
• Ability to prepare detailed financial models in MS Excel and compose technical reports
• Excellent verbal and written communication skills
• Ability to work independently in an entrepreneurial work environment
• Ability to travel as needed or requested
• Experience with Monte Carlo methods (@risk, Crystal Ball), Lattice models, coding (MatLab, R), Bloomberg, Intex preferred
• Experience in valuation teams of a global public accounting or consulting firm or similar

Responsibilities

• Perform multiple business valuation and financial advisory engagements simultaneously
• Work on financial analysis, modeling, forecasting, and valuations focusing on complex financial instruments and derivatives
• Assist with mergers, acquisitions, venture financing, and public offerings (IPOs)
• Support taxation planning and compliance, financial reporting, and strategic decisions
• Lead projects and mentor junior staff where applicable

Skills

MS Office

Financial modeling

Communication

Independence

Travel readiness

Education

Bachelor's degree in quantitative field

MBA or similar master’s

Tools

MatLab

R

Bloomberg

Intex

Monte Carlo tools

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 Complex Financial Instrument (CFI) Valuation Services Associate serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. 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.

Basic Qualifications

• 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
• Proficiency in MS Office
• Ability to prepare detailed financial models in MS Excel and compose technical reports
• Excellent verbal and written communication skills
• Ability to work independently in an entrepreneurial work environment
• Ability to travel as needed or requested

Preferred Qualifications

• Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, Intex preferred
• Experience working on the valuation team of a global public accounting (Big 4) or consulting firm or similar industry experience
• Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions
• Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives
• Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. We believe flexibility and in-person connection both play an important role in how we work and grow. 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.

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.

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].

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 does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.

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: $73,920 - $88,200

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.