Valuation Services Director - Complex Financial Instruments

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 goalsMaintaining an established referral networkNetworking with peers in other geographic markets and in other areas of assurance, tax and business consultingContributing thought leadership in practice areaPrimary advisor to clients/manage CFI engagement team membersManager/Oversee/Train/develop other CFI valuation professionalsSpecific Responsibilities:Develop and maintain strong relationships with centers of influence and professionalsEffectively manage overall client relationships to exceed client satisfactionManage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)Be a thought leaderMentor, coach and train staffSuccessfully integrate strategy of the firmHeighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firmPromote cross selling and integrating of service line of business and moreBasic 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 plusProfessional Certifications: ABV/CPA, ASA or CFAExperience valuing complex financial instrumentsExperience with Option Pricing Models, Monte Carlo and Binomial ModelsExperience 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 instrumentsSuccessful candidate will have experience in managing client relationships and leveraging them to sell Firm solutionsAbility 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 reportingDemonstrated ability to develop business and a productive referral network8+ years in Management/Leadership/Supervisory experienceDatabase experience with Capital IQProficiency with Microsoft Excel, Word, and PowerPointFlexibility to travel to clients and other RSM’s officesDemonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issuesAt RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at .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 condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at View phone number on click.appcast.io or send us an email at View email address on click.appcast.io does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $160,900 - $323,400Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.SummaryLocation: Chicago; San Francisco; Houston; Dallas; Denver Downtown; New York; Cleveland; CharlotteType: Full time