Valuation Services Director - Complex Financial Intruments

rsm; Chicago (IL); Hybrid; USD 180,000 - 260,000; Full time

Job summary

RSM is seeking a Director of Business Valuation focused on Complex Financial Instruments to join our Valuation Team. You will lead client engagements, manage teams, and develop business in a growth-focused practice.

The role involves advising on valuations of derivatives, complex securities, and related financial modeling, with opportunities across mergers, acquisitions, financing, and tax planning. A global, collaborative environment awaits.

Qualifications

• Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area); MBA or other Master's a plus.
• Certifications: ABV, CPA, ASA or CFA.
• Experience valuing complex financial instruments.
• Experience with Option Pricing Models, Monte Carlo and Binomial models.
• Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg.
• Practice development and management, marketing and thought leadership related to complex financial instruments.
• Experience managing client relationships and leveraging them to sell Firm solutions.
• 8+ years in Management/Leadership/Supervisory experience.
• Database experience with Capital IQ.

Responsibilities

• Develop and maintain strong relationships with centers of influence and professionals
• Effectively manage overall client relationships to exceed client satisfaction
• 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

Financial analysis

Relationship management

Sales/Business development

Communication

Education

Bachelor's Degree in a Quantitative Field

MBA or Master's

Tools

Excel

Word

PowerPoint

Capital IQ

MatLab or R

Bloomberg

Job description

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.

We are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.

Overall 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

Specific Responsibilities

• Develop and maintain strong relationships with centers of influence and professionals
• Effectively manage overall client relationships to exceed client satisfactionManage 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

Basic Qualifications

• Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus
• Professional Certifications: ABV/CPA, ASA or CFA
• Experience valuing complex financial instruments
• Experience with Option Pricing Models, Monte Carlo and Binomial Models
• Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc.
• 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
• Database experience with Capital IQ
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Flexibility to travel to clients and other RSM's offices
• Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues

At RSM, we offer a competitive benefits and compensation package for all our people.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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 condi