RSM US LLP
RSM US LLP
RSM US LLP este firma membră din SUA a RSM International și deservește în principal companii de pe segmentul de piață mediu prin servicii de audit, fiscalitate și consultanță. Activitatea sa combină cunoașterea sectorului cu recomandări practice de afaceri, ajutând clienții să abordeze provocări operaționale și strategice complexe, să își consolideze performanța și să urmărească o creștere sustenabilă.

Valuation Services Director, Complex Financial Instruments

Lead complex financial instrument and derivatives valuation engagements at RSM, advising clients and developing business across major U.S. offices.

Descriere

  • Value complex instruments and derivatives, including convertibles, embedded derivatives, earn-outs, interest rate derivatives, equity, private debt, options, and warrants.
  • Deliver valuation services for M&A, venture financing, IPOs, tax planning and compliance, financial reporting, and strategic planning.
  • Support assurance and tax clients with valuation work.
  • Build and maintain an effective sales and marketing process for the Valuation practice.
  • Sustain an established referral network.
  • Connect with colleagues across geographic markets and assurance, tax, and business consulting teams.
  • Contribute subject-matter thought leadership.
  • Act as clients’ primary advisor and manage complex financial instruments engagement teams.
  • Lead, oversee, train, and develop complex financial instruments valuation professionals.
  • Build and sustain relationships with influential business contacts and other professionals.
  • Manage client relationships and deliver high client satisfaction.
  • Oversee realization, utilization, leverage, receivables, and expenses.
  • Mentor, coach, and train staff.
  • Put the firm’s strategy into practice.
  • Advance the RSM brand, marketing campaigns, cross-selling, and integration across service lines.

Cerințe

  • Bachelor’s degree preferred in a quantitative discipline such as mathematics, financial mathematics, quantitative finance, or a related field.
  • An MBA or other master’s degree is a plus.
  • Professional certification such as ABV/CPA, ASA, or CFA.
  • Experience valuing complex financial instruments.
  • Experience with option pricing, Monte Carlo, and binomial models.
  • Experience with Monte Carlo software such as @RISK or Crystal Ball, lattice models, coding tools such as MATLAB or R, and Bloomberg.
  • Experience developing and managing a practice, marketing, and thought leadership in complex financial instruments.
  • Experience managing client relationships and using them to sell firm services.
  • Experience in a sophisticated large consulting or accounting firm; valuation work at a Big Four or national consulting firm, including financial and tax reporting valuations.
  • Demonstrated ability to develop business and build a productive referral network.
  • At least eight years of management, leadership, or supervisory experience.
  • Experience with Capital IQ.
  • Proficiency in Microsoft Excel, Word, and PowerPoint.
  • Willingness to travel to clients and other RSM offices.
  • Ability to work independently, gather facts, organize data, analyze financial statements and other financial information, and identify relevant issues.
  • RSM does not plan to hire entry-level candidates who will need sponsorship now or in the future.

Beneficii

  • Competitive compensation and benefits package.
  • Discretionary bonus tied to firm and individual performance.
  • Hybrid work arrangement with flexibility and opportunities for in-person connection.
  • Accommodation available for applicants with disabilities.

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