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RSM US LLP · 1 day ago

Valuation Services Manager - Complex Financial Instruments

Chicago

Full-time

Onsite

Mid, Senior Level

$112K/yr - $226K/yr

5+ years exp

RSM US LLP is the leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential. The Complex Financial Instrument Valuation Services Manager will perform multiple business valuation and financial advisory engagements, focusing on valuations of complex financial instruments and derivatives to assist clients with various financial needs.

AccountingConsultingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Perform multiple business valuation and financial advisory engagements simultaneously

Focus on valuations of complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, incremental borrowing rates, stock compensation, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products

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

Support assurance and tax clients pursuant to their valuation needs

Work closely with the practice leader in key business development initiatives

Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting

Lead client calls and client communications

Oversee/Train/develop other CFI valuation professionals

Be a thought leader

Prepare detailed financial models in MS Excel and compose technical reports

Demonstrate excellent verbal and written communication skills

Work independently in an entrepreneurial work environment

Travel as needed or requested

Qualification

Monte Carlo programsLattice modelFinancial modelingValuation techniquesCFA/FRM/MBAMatLabRPythonVBAMS OfficeCommunicationProject managementTeam leadershipIndependent work

Required

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

Experience in Monte Carlo programs required (@risk, Crystal Ball), Lattice model required, coding preferred (MatLab, R, Python, VBA, etc.)

5-10 years of relevant experience, including financial analysis, modeling and valuation experience

Proficiency in MS Office

Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting

Lead client calls and client communications

Oversee/Train/develop other CFI valuation professionals

Be a thought leader

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

Experience working on the valuation team of a global public accounting 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 preferred 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