Director, Complex Financial Instruments Valuation

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

Job summary

RSM US LLP is seeking a Director of Business Valuation specializing in Complex Financial Instruments to lead the CFI practice. You will manage client engagements, develop valuation models, and guide a team of valuation professionals delivering sophisticated analysis for M&A, financing, and reporting needs.

The role requires a quantitative degree, certifications (ABV/CPA, ASA or CFA), and experience with option pricing, Monte Carlo and lattice models, plus tools like Capital IQ, MATLAB, R, and

Qualifications

• Bachelor’s Degree in a quantitative field; MBA or related Master’s is a plus.
• Professional Certifications: ABV/CPA, ASA or CFA.

Responsibilities

• Establish and maintain an effective sales and marketing process in the Valuation practice, with defined growth goals.
• Manage client relationships and lead CFI engagement teams to deliver on commitments.
• Mentor and develop valuation staff and promote firm strategy; cross-sell services.

Skills

Client relationships

Thought leadership

Business development

Travel flexibility

Leadership

Communication

Certifications: ABV/CPA/ASA/CFA

Education

Bachelor's Degree in quantitative field

MBA or related Master’s

Tools

Capital IQ

MatLab

R

Bloomberg

Job description

RSM US LLP is seeking a Director of Business Valuation specializing in Complex Financial Instruments to lead the CFI practice. You will manage client engagements, develop valuation models, and guide a team of valuation professionals delivering sophisticated analysis for M&A, financing, and reporting needs.

The role requires a quantitative degree, certifications (ABV/CPA, ASA or CFA), and experience with option pricing, Monte Carlo and lattice models, plus tools like Capital IQ, MATLAB, R, and