Valuation Services Director Complex Financial Instruments (Boston) Job at RSM International, Boston, MA

NHI5dk5Ob3lhRzdXNFovUGFQQzNSVlVUSGc9PQ==
  • RSM International
  • Boston, MA

Job Description

Overview

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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM. Valuation Services Director Complex Financial Instruments Position Director. 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: Bachelors Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Masters 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 in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, 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 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
  • Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues

Compensation & Equal Opportunity

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients. Learn more about our total rewards. 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 800-274-3978 or send us an email. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSMs background check process, including information about job duties that necessitate the use of one or more types of background checks. At RSM, an employees pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $134,000 $269,000. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

RSM International

#J-18808-Ljbffr

Job Tags

Full time, Work experience placement, Internship, Local area,

Similar Jobs

ROSI Office System

Content Writer (Remote) Job at ROSI Office System

 ...sizefrom tenperson startups to enterprises of 10,000since 1993, and were growing fast. What Youll Do Plan, research, and write highimpact content (blog posts, landing pages, case studies, email sequences, microcopy). Own and maintain the editorial calendar... 

KIPP Kansas City

High School Art Teacher Job at KIPP Kansas City

 ...for our students and families, working tirelessly to connect them with access to opportunity for lives of power and choice. As a Fine Arts Teacher, you will deliver exceptional instruction and assess student growth. You are dedicated to constant learning and proactively... 

Wellspring Nurse Source

Travel CT Tech Job at Wellspring Nurse Source

 ...Job Description Wellspring Nurse Source is seeking a travel CT Technologist for a travel job in Wausau, Wisconsin. Job Description & Requirements ~ Specialty: CT Technologist ~ Discipline: Allied Health Professional ~ Start Date: 11/10/2025~ Duration: 1... 

MedStar Health

Medical Office Assistant II (Part-time Weekends) Job at MedStar Health

 ...Services - MRI Status: Part-time, 20-hours per week Schedule: Weekends (Saturday & Sunday, 6:30am-5:30pm) This Full-Time position...  ...authorizations and operative reports. May review ICD-10 codes; works with medical personnel to reconcile errors and inconsistencies.... 

Erie Home

Outside Sales Representative Job at Erie Home

 ...opportunity youve been looking for!\n \n As an Erie Home Territory Sales Representative , you are a trusted consultant and the face of...  ...brand. You will use your expertise to educate homeowners on our roofing solutions, showing them exactly how we solve their most pressing...