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Financial Consulting Director- Valuation Services(CFI)

Financial Consulting Director- Valuation Services(CFI)

ConfidentialIndia, Bengaluru / Bangalore
1 day ago
Job description

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.

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 : Bachelor&aposs 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
  • 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's offices
  • Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
  • At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https : / / rsmus.com / careers / india.html.

    RSM does not tolerate discrimination and / or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and / or gender expression); 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

    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 send us an email at [HIDDEN TEXT].

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    Skills Required

    Forecasting, Financial Analysis, option pricing models , capital iq, Bloomberg, crystal ball, Microsoft Excel, Valuations, Matlab

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