Director, Complex Financial Instrument Valuation

RSM US LLP; Dallas (TX); Hybrid; USD 161,000 - 323,000; Full time

Benefits offered by this job

Hybrid work model

Discretionary bonus

Job summary

RSM US LLP in Dallas, Texas is seeking a Director of Business Valuation focused on Complex Financial Instruments to join the Valuation Team. You will lead engagements involving valuations of derivatives, convertible instruments, and other securities, with exposure to financial modeling, forecasting and reporting for mergers, acquisitions and private placements.

Responsibilities include developing and maintaining client relationships, managing the engagement team, mentoring staff, contributing

Qualifications

• Bachelor’s in quantitative field; MBA or Master’s is a plus.
• Professional certifications such as ABV/CPA/ASA/CFA preferred.
• Experience valuing complex financial instruments and related models.

Responsibilities

• Establish and maintain an effective sales and marketing process for the valuation practice.
• Manage client relationships and lead CFI engagements.
• Mentor and develop valuation professionals and teams.
• Promote cross-selling across service lines and integrate firm strategies.

Skills

Leadership

Client relationships

Financial analysis

Communication

Business development

Education

Bachelor's degree in quantitative field

MBA or master's (plus)

ABV/CPA/ASA/CFA

Tools

Capital IQ

Excel

PowerPoint

Word

@RISK

Crystal Ball

MatLab

R

Bloomberg

Job description

RSM US LLP in Dallas, Texas is seeking a Director of Business Valuation focused on Complex Financial Instruments to join the Valuation Team. You will lead engagements involving valuations of derivatives, convertible instruments, and other securities, with exposure to financial modeling, forecasting and reporting for mergers, acquisitions and private placements.

Responsibilities include developing and maintaining client relationships, managing the engagement team, mentoring staff, contributing