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RSM US LLP · 1 day ago

Valuation Services Director – Complex Financial Instruments

Atlanta, GA

Full-time

Hybrid

Senior Level, Lead/Staff

$134K/yr - $269K/yr

8+ years exp

RSM US LLP is the leading provider of professional services to the middle market globally, empowering clients to realize their full potential. The Valuation Services Director will focus on complex financial instruments, managing client relationships, and leading valuation projects to support various financial services including mergers and acquisitions.

AccountingConsultingFinancial Services

Growth Opportunities

No H1B

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

Qualification

Complex Financial InstrumentsOption Pricing ModelsMonte Carlo ModelsValuation ServicesProfessional CertificationsDatabase experienceMicrosoft ExcelManagement experienceClient relationship managementThought leadershipNetworking skills

Required

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

Benefits

Flexibility in your schedule

Competitive benefits and compensation package

Total rewards

Company

RSM US LLP

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Founded in 1926

Chicago, Illinois, USA

10001+ employees