Valuation Services Director: Complex Financial Instruments

RSM US LLP; Cleveland (OH); Hybrid; USD 161,000 - 323,000; Full time

Job summary

RSM US LLP seeks a Director of Business Valuation focusing on Complex Financial Instruments (CFI) to join our Valuation Team. You will lead engagements, develop client relationships, mentor staff and drive strategy across service lines.

The role requires deep experience valuing complex instruments, model-based analysis, and strong business development skills. This position offers a hybrid work arrangement with travel as needed.

Qualifications

• Bachelor's degree in a quantitative field; MBA or Master’s a plus

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

Skills

Leadership

Client relationship management

Financial analysis

Complex financial instruments

Business development

Education

Bachelor's degree in quantitative field

MBA or master's degree

Tools

Capital IQ

MATLAB

R

Bloomberg

Excel

PowerPoint

@RISK / Crystal Ball

Job description

RSM US LLP seeks a Director of Business Valuation focusing on Complex Financial Instruments (CFI) to join our Valuation Team. You will lead engagements, develop client relationships, mentor staff and drive strategy across service lines.

The role requires deep experience valuing complex instruments, model-based analysis, and strong business development skills. This position offers a hybrid work arrangement with travel as needed.