Director, Valuation – Complex Financial Instruments

RSM US LLP

Chicago (IL)

Hybrid

USD 161,000 - 323,000

Full time

2 days ago

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Job summary

RSM US LLP is seeking a Director of Business Valuation with a focus on Complex Financial Instruments (CFI) to join our Valuation Team. The role involves leading engagements on derivative instruments, private debt instruments, and related valuations for MF&A, IPOs, and financial reporting.

You will manage CFI teams, develop business, mentor staff, and collaborate with centers of influence while traveling as needed.

Qualifications

8+ years in Management/Leadership/Supervisory roles
Experience valuing complex financial instruments
Experience with Option Pricing Models, Monte Carlo and Binomial Models
Experience with Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R), Bloomberg
Practice development and management, marketing and thought leadership as it relates to complex financial instruments
Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions
Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment
Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting
Demonstrated ability to develop business and a productive referral network
8+ years in Management/Leadership/Supervisory experience.

Responsibilities

Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items.
Specific growth goals will be established and incorporated in key goals.
Maintaining an established referral network.
Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting.
Contributing thought leadership in practice area.
Primary advisor to clients/manage CFI engagement team members.
Manager/Oversee/Train/develop other CFI valuation professionals.
Develop and maintain strong relationships with centers of influence and professionals.
Effectively manage overall client relationships to exceed client satisfaction.
Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses).
Be a thought leader.
Mentor, coach and train staff.
Successfully integrate strategy of the firm.
Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm.
Promote cross selling and integrating of service line of business and more.