Business Valuation Manager – Financial Services

RSM US LLP

. Lead complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes .

Posted 11/10/2026full-timeUnited StatesMid-LevelSenior💰 $95,400 - $192,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business valuation across financial reporting, tax reporting, and transaction advisory, while effectively managing client relationships and leading teams. Proficient in leveraging data analytics and automation tools to enhance engagement execution and contribute to practice growth.

Highest-signal resume keywords

Business Valuation ExperienceFinancial Services FocusProfessional Designation (ASA, ABV, CPA, CFA)Advanced Proficiency in Microsoft 365Client Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business ValuationFinancial ReportingTax ReportingTransaction AdvisoryData AnalyticsAutomation ToolsEngagement ManagementProcess ImprovementValuation OversightRisk Management

Soft Skills

Team DevelopmentClient ServiceCommunicationLeadershipRelationship Building

Tools & Technologies

Microsoft 365ExcelWordPowerPointGenerative AI ToolsEmerging Productivity Tools

Certifications & Qualifications

ASAABVCPACFA

Industry Keywords

Financial InstitutionsBankingSpecialty FinanceAdvisory Firm EnvironmentEngagement Economics

About the role

Key responsibilities & impact

Lead complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes
Take primary responsibility for engagement execution and deliverables
Work closely with senior professionals and practice leaders
Manage client relationships and support client service
Develop team members and contribute to talent development
Improve processes and contribute to go-to-market initiatives
Identify and advance business opportunities
Support proposal and scoping efforts
Expand relationships across client organizations and RSM
Build internal and external professional networks
Plan workstreams, review analyses, resolve technical issues, manage engagement economics, and communicate status and risks
Lead client meetings, direct information-gathering discussions, identify key value drivers, and present conclusions
Contribute to technical development, recruiting, training, intellectual capital, quality initiatives, and practice growth

Requirements

What you’ll need

Bachelor's Degree in Finance, Accounting, Economics, or a related area of study
5-8+ years of progressive business valuation experience
Experience preferably within a national, global, or highly regarded advisory firm environment
Focus on financial services, including primarily financial institutions, banking, and specialty finance
Professional designation such as ASA, ABV, CPA, CFA, or a related credential, or substantial progress toward completion is preferred
Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot
Demonstrated capability leveraging automation, data analytics, and generative AI tools
Ability to travel as needed
Experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes
Experience overseeing multiple business valuation and audit support engagements simultaneously
Ability to manage, coach, and develop supervisors and staff
Ability to lead client meetings and present supportable conclusions to senior stakeholders
Ability to originate or advance client opportunities
Ability to cultivate professional relationships with colleagues, clients, referral sources, audit and tax teams, and other stakeholders
Desire to contribute to intellectual capital, recruiting, training, process innovation, quality initiatives, and practice-building priorities

Benefits

Comp & perks

Competitive benefits and compensation package
Hybrid workstyle with in-person connection and flexibility
Discretionary bonus based on firm and individual performance
Reasonable accommodation for people with disabilities