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RSM US LLP · 18 hours ago

Valuation Services Senior Associate - Complex Financial Instruments

Los Angeles, CA

Full-time

Hybrid

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, empowering clients and people to realize their full potential. The Complex Financial Instrument Valuation Advisory Services Senior Associate will perform business valuation and financial advisory engagements, focusing on complex financial instruments and derivatives.

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

Qualification

Financial analysisValuation experienceFinancial modelingMonte Carlo programsMS Office proficiencyTechnical report writingProject managementMentoringCommunication skillsIndependent workTeam collaborationProblem-solving

Required

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

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

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

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

Flexibility in your schedule

Discretionary bonus based on firm and individual performance

Company

RSM US LLP

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Founded in 1926

Chicago, Illinois, USA

10001+ employees