Valuation Services Director - Complex Financial Intruments

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.

verall Responsibilities ul liEstablish and maintain an effective sales and marketing process in the Valuation practice area including the following items. liSpecific growth goals will be established and incorporated in key goals.
liMaintaining an established referral network. liNetworking with peers in other geographic markets and in other areas of assurance, tax and business consulting. liContributing thought leadership in practice area. liPrimary advisor to clients/manage CFI engagement team members. liManager/Oversee/Train/develop other CFI valuation professionals. /ul pecific Responsibilities ul liDevelop and maintain strong relationships with centers of influence and professionals. liEffectively manage overall client relationships to exceed client satisfaction.
liManage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses). liBe a thought leader. liMentor, coach and train staff. liSuccessfully integrate strategy of the firm. liHeighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm. liPromote cross selling and integrating of service line of business and more. /ul asic Qualifications ul li

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. liProfessional

Certifications:

ABV/CPA, ASA or CFA. liExperience valuing complex financial instruments. liExperience with Option Pricing Models, Monte Carlo and Binomial Models. liExperience in Monte Carlo programs ( @risk, Crystal Ball), Lattice models, coding (Mat Lab, R, etc.), Bloomberg, etc. liPractice development and management, marketing and thought leadership as it relates to complex financial instruments. liSuccessful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions.
liAbility to exceed client expectations in a sophisticated large consulting or accounting firm environment. liExperience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting. liDemonstrated ability to develop business and a productive referral network. li8+ years in Management/Leadership/Supervisory experience. liDatabase…