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, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

The Complex Financial Instrument (CFI) Valuation Services Senior Associate serves as a key member of the RSM Valuation Services Consulting team taking substantial responsibility for 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 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, and 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 :

• 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
• 2 - 4 years of relevant experience, including financial analysis, modeling, and valuation experience
• Proficiency in MS Office
• 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 :

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM. Experience the power of being understood.