Financial Consulting Manager - Business Valuation Services

RSM US LLP; Houston (TX); Presencial; USD 95.000 - 192.000; Jornada completa

Descripción de la vacante

RSM US LLP is seeking a Valuation Services Manager in Houston to lead complex engagements across financial reporting, tax reporting, and transactions. You will guide junior team members, manage client relationships, and contribute to growth of a nationally recognized valuation practice.

The role emphasizes collaboration with senior leaders, opportunity identification, and go-to-market activities, while balancing delivery with talent development and practice advancement.

Formación

• Bachelor's degree in finance, accounting, economics or related field.
• 6-8+ years of progressive business valuation experience in a national/global advisory environment.
• Professional designation such as ASA, ABV, CPA, CFA, or progress toward one is preferred.
• Advanced proficiency with Microsoft 365 and data analytics, automation, generative AI tools.

Responsabilidades

• Lead multiple complex valuation engagements across financial reporting and transactions.
• Develop team members, strengthen client relationships, and drive practice growth.
• Collaborate with senior professionals on engagement execution and go-to-market initiatives.
• Identify opportunities and support proposals, scoping, and cross-service line collaboration.

Conocimientos

Leadership

Data analytics

Generative AI

Travel readiness

Client relationship management

Educación

Bachelor's Degree in Finance, Accounting, Economics, or related area

Professional designation such as ASA, ABV, CPA, CFA, or related credential (preferred)

Herramientas

Excel

Word

PowerPoint

Copilot

Descripción del empleo

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 Valuation Services Manager will play a highly visible role on RSM’s Valuation Services consulting team, taking primary responsibility for complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes. This position is designed for an experienced valuation professional who can lead multiple engagements, exercise sound technical and commercial judgment, develop team members, strengthen client relationships, and contribute to the growth of a nationally recognized valuation practice.

The Manager will work closely with senior professionals and practice leaders on engagement execution, client relationship management, talent development, process improvement, and go-to-market initiatives. The role includes identifying and advancing opportunities, supporting proposal and scoping efforts, expanding relationships across client organizations and RSM, and building a strong internal and external network. Managers are expected to balance engagement delivery with sustained contributions to team talent, technical development, and practice growth.

Basic Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, or a related area of study
• 6-8+ years of progressive business valuation experience, preferably within a national, global, or highly regarded advisory firm environment
• Professional designation such as ASA, ABV, CPA, CFA, or a related credential, or substantial progress toward completion is preferred
• Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot
• Demonstrated capability leveraging automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation
• Ability to travel as needed to support client service, team collaboration, and practice development priorities

Preferred Qualifications

• Well-rounded experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes, including business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions
• Experience overseeing a portfolio of business valuation and audit support engagements simultaneously, including planning workstreams, reviewing analyses, resolving technical issues, managing engagement economics, and communicating status and risks
• Proven ability to manage, coach, and develop supervisors and staff; delegate effectively; provide candid feedback; and foster a collaborative, inclusive, and high-accountability team culture
• Demonstrated ability to lead client meetings, direct information-gathering discussions, understand strategic and operational priorities, identify key value drivers, and present supportable conclusions to senior stakeholders
• Demonstrated ability to originate or advance opportunities by identifying unmet client needs, expanding existing relationships, collaborating across service lines, and supporting pursuit teams
• Ability to cultivate and maintain positive, productive, and professional relationships with colleagues, clients, referral sources, audit and tax teams, and other key stakeholders
• Desire to contribute to intellectual capital, recruiting, training, process innovation, quality initiatives, and other practice-building priorities

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

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.

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. 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].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

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: $95,400 - $192,000

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.