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RSM US LLP · 1 day ago

Valuation Services Senior Associate - Complex Financial Instruments

Cleveland

Full-time

Onsite

Mid, Senior Level

$85K/yr - $162K/yr

2+ years exp

RSM US LLP is the leading provider of professional services to the middle market globally, and they are seeking a Valuation Services Senior Associate - Complex Financial Instruments. This role involves performing multiple business valuation and financial advisory engagements, focusing on complex financial instruments and derivatives, while supporting assurance teams with valuations in accordance with GAAP fair value requirements.

AccountingConsultingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Perform multiple business valuation and financial advisory engagements simultaneously

Assist assurance teams with supporting the valuations of client portfolios in accordance with GAAP fair value requirements

Support valuations focusing on fixed income, securitized products and derivatives

Provide deep dives, variance resolutions, and other over-the-counter derivatives related to these products in accordance with Audit and PCAOB standards

Focus on the Investment Pricing service valuations as volume permits, with additional time focused on exposure to financial analysis, business and financial modeling and forecasting

Assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning

Qualification

Financial analysisValuation techniquesFinancial modelingMS ExcelMonte Carlo programsCommunication skillsMentoringProject managementIndependent work

Required

2 - 5 years of relevant experience, including financial analysis, modeling and valuation experience

Proficiency in MS Office

Mentor, coach and train staff

Ability to prepare detailed financial models in MS Excel and compose technical reports

Excellent verbal and written communication skills

Ability to work independently in an entrepreneurial work environment

Ability to travel as needed or requested

Preferred

Bachelor's Degree in a Finance or Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred, or related area of study preferred; CFA/MBA or other Master's a plus

Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. preferred

Experience working on the valuation team of a global public accounting (Big 4) or consulting firm or similar industry experience

Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions

Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives

Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent

Benefits

Discretionary bonus based on firm and individual performance

Company

RSM US LLP

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Founded in 1926

Chicago, Illinois, USA

10001+ employees