Talent.com
Valuation Services Director - Complex Financial Instruments
Valuation Services Director - Complex Financial InstrumentsRSM US LLP • Cleveland, OH, United States
No longer accepting applications
Valuation Services Director - Complex Financial Instruments

Valuation Services Director - Complex Financial Instruments

RSM US LLP • Cleveland, OH, United States
7 days ago
Job type
  • Full-time
Job description

Overview

Valuation Services Director - Complex Financial Instruments — Director level position in the Valuation Team. The firm seeks a Director of Business Valuation with a focus on Complex Financial Instruments (CFI) to work on a variety of challenging projects involving financial analysis, business and financial modeling, forecasting, and valuations of complex financial instruments and derivatives (including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities, private debt instruments, options, warrants, and other derivative products). Services support mergers and acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. The firm also supports assurance and tax clients in relation to valuation needs.

Responsibilities

Overall Responsibilities :

  • Establish and maintain an effective sales and marketing process in the Valuation practice area, including setting specific growth goals to be incorporated into key objectives.
  • Maintain an established referral network.
  • Network with peers in other geographic markets and in other areas of assurance, tax, and business consulting.
  • Contribute thought leadership in the practice area.
  • Serve as the primary advisor to clients and manage the CFI engagement team members.
  • Manage, oversee, train, and 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 fundamentals such as 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 engaging with the RSM marketing program.
  • Promote cross-selling and integration of service lines within the firm.
  • Basic Qualifications

  • Education : Bachelor's Degree in a quantitative field (Math, Financial Mathematics, Quantitative Finance, or related). MBA or other Master’s degree a plus.
  • Professional Certifications : ABV, CPA, ASA, or CFA.
  • Experience valuing complex financial instruments.
  • Experience with option pricing models, Monte Carlo and Binomial models.
  • Experience with Monte Carlo programs (e.g., @Risk, Crystal Ball), lattice models, coding (MatLab, R, etc.), Bloomberg, etc.
  • Practice development and management, marketing, and thought leadership related to complex financial instruments.
  • Ability to manage client relationships and leverage them to sell firm solutions.
  • Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment; experience with valuation for financial and tax reporting in a Big 4 or national firm.
  • Demonstrated ability to develop business and a productive referral network.
  • 8+ years of 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.
  • Compensation and Benefits

    RSM offers a competitive benefits and compensation package. We provide schedule flexibility to balance personal responsibilities while serving clients. Learn more about total rewards at the RSM careers site.

    EEO and Accommodation

    All applicants will receive consideration for employment. RSM does not tolerate discrimination or harassment based on race, color, creed, religion, sex, gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, disability, citizenship, political affiliation, medical condition, domestic violence victim status, military status, genetic characteristics, or other protected characteristics. Accommodation for applicants with disabilities is available upon request in the recruitment process and / or employment. For reasonable accommodation, contact 800-274-3978 or careers@rsmus.com.

    RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. Qualified applicants with arrest or conviction records will be considered in accordance with applicable law. Salary range : $134,000 - $269,000, plus discretionary bonus based on firm and individual performance.

    #J-18808-Ljbffr

    Create a job alert for this search

    Director Financial • Cleveland, OH, United States

    Related jobs
    Director - Denials Management (Remote)

    Director - Denials Management (Remote)

    Stanford Health Care • Akron, OH, US
    Remote
    Full-time
    Reporting to the VP, Patient Financial Services, the Director, Denials Management serves as the strategic leader and leads all denials prevention and management activities for the Stanford Health C...Show more
    Last updated: 5 days ago • Promoted
    Director, Enterprise Sales

    Director, Enterprise Sales

    Ironclad • Cleveland, OH, US
    Full-time
    Ironclad is the leading AI-powered contract lifecycle management platform, processing billions of contracts every year.Every business is powered by contracts, but managing them can slow companies d...Show more
    Last updated: 21 days ago • Promoted
    Director, Financial Services Customer Partner

    Director, Financial Services Customer Partner

    Kyndryl • Akron, OH, US
    Full-time +1
    At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward always pushing o...Show more
    Last updated: 5 days ago • Promoted
    Enterprise Performance Management - Director

    Enterprise Performance Management - Director

    CFGI • Cleveland, OH, US
    Full-time
    Enterprise Performance Management - Director.As a Managing Director / Director on our Business Transformation team, you will work as an extension of our client's team. You will work alongside CEOs, CF...Show more
    Last updated: 21 days ago • Promoted
    Expanding Markets Director

    Expanding Markets Director

    B&W MEGTEC • Akron, OH, United States
    Full-time
    Job Description - Expanding Markets Director (2500005F).The Director of Expanding Markets is responsible for developing new business in our innovative portfolio strategy in the AI / Data Center space...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Portfolio Management (Upper Middle Market)

    Vice President, Portfolio Management (Upper Middle Market)

    KeyCorp • Cleveland, OH, US
    Full-time
    Location : 127 Public Square - Cleveland, Ohio 44114.Commercial Pm Team Is Growing • • •.Job Summary : The VP, Portfolio Management is an individual contributor responsible for performing financial anal...Show more
    Last updated: 30+ days ago • Promoted
    Director, Tax & Finance Operations

    Director, Tax & Finance Operations

    Jewish Federation of Cleveland • Beachwood, OH, United States
    Full-time
    An esteemed nonprofit organization in Beachwood, Ohio, is seeking a Director of Tax to oversee finance operations and ensure compliance with tax regulations. The ideal candidate will have over 7 yea...Show more
    Last updated: 6 days ago • Promoted
    Finance Manager - Physician Enterprise

    Finance Manager - Physician Enterprise

    Vaco by Highspring • Cleveland, OH, US
    Permanent
    Vaco is hiring for a Financial Manager of Physician Enterprise in Cleveland OH.The Finance Manager of Physician Enterprise oversees the financial operations, planning, and analysis functions for th...Show more
    Last updated: 22 days ago • Promoted
    Healthcare Financial / Actuarial Director

    Healthcare Financial / Actuarial Director

    Willis Towers Watson Plc • Cleveland, OH, US
    Full-time
    Healthcare Financial / Actuarial Director.As a Health and Benefits Financial / Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experi...Show more
    Last updated: 9 days ago • Promoted
    Senior Manager Digital Finance and Finance Transformation Services

    Senior Manager Digital Finance and Finance Transformation Services

    Cohen & Company • Cleveland, OH, US
    Full-time
    Senior Manager Digital Finance And Finance Transformation Services.We're looking for an experienced and forward-thinking professional to join our Management Consulting team.In this role, you'll gu...Show more
    Last updated: 30+ days ago • Promoted
    Finance Systems Lead

    Finance Systems Lead

    HighLevel • Cleveland, OH, US
    Full-time
    Position : Finance Systems Lead.Reports to : Director - Accounting & Corporate Controller.About Us : HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencie...Show more
    Last updated: 20 days ago • Promoted
    SAP Financial Close and Consolidations Director

    SAP Financial Close and Consolidations Director

    Clearsulting • Cleveland, OH, US
    Full-time
    SAP Financial Close And Consolidations Director.Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL. Columbus, OH; and Dallas, TX.Other cities are also we...Show more
    Last updated: 30+ days ago • Promoted
    DIRECTOR OF PATIENT FINANCIAL SERVICES

    DIRECTOR OF PATIENT FINANCIAL SERVICES

    Southwest General • Middleburg Heights, Ohio, United States, 44130
    Full-time
    The Director of Patient Financial Services plans, organizes, and coordinates the activities of assigned Revenue Cycle functions including, but not limited to, insurance billing and follow up, denia...Show more
    Last updated: 1 day ago
    LEAD FINANCIAL SYSTEMS SPECIALIST

    LEAD FINANCIAL SYSTEMS SPECIALIST

    Defense Finance and Accounting Service • Cleveland, OH, United States
    Full-time +2
    Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level. All applicants are encouraged to apply electronically.If you are una...Show more
    Last updated: 7 days ago • Promoted
    Expanding Markets Director

    Expanding Markets Director

    Babcock & Wilcox • Akron, OH, United States
    Full-time
    The Director of Expanding Markets is responsible for developing new business in our innovative portfolio strategy in the AI / Data Center space. This role will research, develop and implement a robust...Show more
    Last updated: 10 days ago • Promoted
    Director, Professional Services

    Director, Professional Services

    Perseus Operating Group (Constellation Software) • Cleveland, OH, US
    Full-time
    Director Of Professional Services.The Director Of Professional Services Will Be Responsible For Building And Scaling A New Department Within Optimal Blue Responsible For Client Implementations, Mig...Show more
    Last updated: 5 days ago • Promoted
    Director, Global (RWD) Strategy & Sourcing

    Director, Global (RWD) Strategy & Sourcing

    US Tech Solutions • Cleveland, OH, US
    Full-time
    Director, Global RWD Strategy & Souring.The Director, Global RWD Strategy & Souring, will be a critical part of the RWE Center of Expertise (RWE CoE) Data Strategy & Partnership team within Value a...Show more
    Last updated: 21 days ago • Promoted
    LEAD FINANCIAL SYSTEMS SPECIALIST

    LEAD FINANCIAL SYSTEMS SPECIALIST

    US Government Jobs • Cleveland, OH, US
    Full-time
    Who may apply : United States Citizens.Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level. All applicants are encouraged ...Show more
    Last updated: 30+ days ago • Promoted