Director, Valuation — Complex Financial Instruments

RSM US LLP; San Francisco (CA); Hybrid; USD 161,000 - 323,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP is recruiting a Director of Business Valuation focused on Complex Financial Instruments (CFI) to join our Valuation Team in the United States. The role involves leading engagements, shaping strategy, and delivering advanced financial analysis, forecasting, and valuation services for complex instruments.

You will mentor staff, develop business opportunities, and contribute to thought leadership while ensuring client satisfaction and firm growth.

Qualifications

• Education in quantitative field plus advanced certifications preferred.
• Experience valuing complex financial instruments required.
• Proficiency with financial modeling and valuation methods.

Responsibilities

• Establish and maintain a sales and marketing process for the Valuation practice.
• Manage client relationships and lead CFI engagement teams.
• Mentor and develop valuation staff; drive thought leadership and strategy.
• Promote cross-selling and integration of service lines.

Skills

Option pricing models

Monte Carlo methods

Lattice models

MatLab

R

Bloomberg

Capital IQ

Excel

PowerPoint

Education

Bachelor's in quantitative field

MBA or related master's

ABV/CPA/ASA/CFA

Tools

@risk

Crystal Ball

Bloomberg Terminal

Job description

RSM US LLP is recruiting a Director of Business Valuation focused on Complex Financial Instruments (CFI) to join our Valuation Team in the United States. The role involves leading engagements, shaping strategy, and delivering advanced financial analysis, forecasting, and valuation services for complex instruments.

You will mentor staff, develop business opportunities, and contribute to thought leadership while ensuring client satisfaction and firm growth.