Valuation Services Manager Complex Financial Instruments

Cleveland, TN - USA

Monthly Salary: $ 112100 - 225500

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

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.

The Complex Financial Instrument (CFI) Valuation Services Manager serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously.

We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to portfolio valuation financial analysis business and financial modeling and forecasting and valuations.

The Complex Financial Instrument (CFI) Valuation Advisory Services Manager will focus on valuations of complex financial instruments and derivatives including convertible instruments embedded derivatives earn-outs incremental borrowing rates stock compensation 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.

The professional will also work closely with the practice leader in key business development initiatives.

Basic Qualifications:

Bachelors Degree in a Quantitative Field (Math Financial Mathematics Quantitative Finance or related area of study) preferred or related area of study preferred; CFA/FRM/MBA or other Masters a plus

Experience in Monte Carlo programs required (@risk Crystal Ball) Lattice model required coding preferred (MatLab R Python VBA etc.) etc

5-10 years of relevant experience including financial analysis modeling and valuation experience
Proficiency in MS Office

Networking with peers in other geographic markets and in other areas of assurance tax and business consulting
Lead client calls and client communications
Oversee/Train/develop other CFI valuation professionals

Be a thought leader

Ability to prepare detailed financial models in MS Excel and compose technical reports
Excellent verbal and written communication skills
Ability to work independently in an entrepreneurial work environment
Ability to travel as needed or requested

Preferred Qualifications:

Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience
Demonstrated ability to work independently interface with client management gather facts organize data analyze financial statements and other financial data identify relevant issues and propose solutions
Considerable experience preferred with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow market-based approaches option pricing models Monte Carlo and binomial models derivatives
Strong project management skills including the ability to manage staff on projects of varying sizes along with a passion for developing and retaining talent

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at 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/ 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 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. For those living in California or applying to a position in California please click here for additional information.

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: $112100 - $225500

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Required Experience:

Manager