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.

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 goals

Maintaining an established referral network

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

Contributing thought leadership in practice area Primary advisor to clients/manage CFI engagement team members

Manager/Oversee/Train/develop other CFI valuation professionals

Specific Responsibilities:

Develop and maintain strong relationships with centers of influence and professionals

Effectively manage overall client relationships to exceed client satisfaction

Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)
Be a thought leader

Mentor, coach and train staff

Successfully integrate strategy of the firm Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm Promote cross selling and integrating of service line of business and more

Basic 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 plus Professional

Certifications:

ABV/CPA, ASA or CFAExperience valuing complex financial instruments

Experience with Option Pricing Models, Monte Carlo and Binomial Models Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (Mat Lab, R, etc.), Bloomberg, etc.

Practice development and management, marketing and thought leadership as it relates to complex financial instruments

Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions

Ability 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 reporting

Demonstrated ability to develop business and a productive referral network8+ years in Management/Leadership/Supervisory experience

Database experience with Capital IQProficiency with Microsoft Excel, Word, and Power Point Flexibility  to travel to…