Valuation Services Director - Complex Financial Instruments

We are looking to hire a Director of Business Valuation with a focus on Complex Financial Instruments (CFI) to be part of our Valuation Team. This role involves working 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.

• Establish and maintain an effective sales and marketing process in the Valuation practice area.
• Drive specific growth goals incorporated into key goals.
• Maintain an established referral network.
• Network with peers in other geographic markets and in other assurance, tax, and business consulting areas.
• Contribute thought leadership in the practice area.
• Serve as primary advisor to clients and manage CFI engagement team members.
• Manager/Oversee/Train/develop other CFI valuation professionals.

• 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 the firm’s strategy.
• Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm.
• Promote cross‑selling and integration of service line of business.

• Education: Bachelor's Degree in a quantitative field (Math, Financial Mathematics, Quantitative Finance, or related) preferred; MBA or other master’s a plus.
• Professional
  
  Certifications:
  
  ABV/CPA, ASA or CFA.
• Experience: Valuing complex financial instruments.
• Option pricing models, Monte Carlo and Binomial models.
• Monte Carlo programs (e.g., @risk, Crystal Ball), lattice models, coding (Mat Lab, R, etc.), Bloomberg.
• Practice development and management, marketing and thought leadership as it relates to complex financial instruments.
• Managing client relationships and leveraging them to sell firm solutions.
• 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 network.
• 8+ years in Management/Leadership/Supervisory experience.
• Database experience with Capital IQ.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Flexibility to travel to clients and other RSM offices.
• Ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues.

We offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at

Compensation Range: $160,900 - $323,400. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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  or send us an email at  RSM will consider for employment qualified applicants with arrest or conviction records. RSM does not intend to hire entry level candidates who will require sponsorship now or in the future (i.e. F‑1 visa holders).