Associate Director Valuation

Position Director

We are looking to hire an Associate 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.

Basic Qualifications :

Education : Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master’s 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

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