Valuation Services Director – Complex Financial Instruments

RSM US LLP

. Work on challenging valuation projects involving complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other derivative products .

Posted 10/19/2026full-timeUnited StatesLead💰 $160,900 - $323,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in valuing complex financial instruments and derivatives, with a strong focus on client relationship management and business development. Proven ability to lead and mentor teams while integrating strategic marketing and thought leadership within the valuation practice.

Highest-signal resume keywords

Valuation Of Complex Financial InstrumentsClient Relationship ManagementManagement/Leadership ExperienceProfessional Certifications (ABV/CPA, ASA, CFA)Experience With Option Pricing Models

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation ServicesFinancial ReportingTax Planning And ComplianceMonte Carlo ModelsOption Pricing ModelsCoding (MatLab, R)Database Experience With Capital IQExperience With BloombergSales And Marketing Process DevelopmentFinancial Statement Analysis

Soft Skills

Mentoring And CoachingNetworkingClient Satisfaction ManagementThought Leadership ContributionIndependent Work Ability

Tools & Technologies

@riskCrystal BallMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

ABVCPAASACFA

Industry Keywords

Mergers And AcquisitionsVenture FinancingIPO ValuationPrivate Debt InstrumentsDerivativesBig 4 ExperienceConsulting Firm EnvironmentReferral Network DevelopmentStrategic PlanningCross-Selling

About the role

Key responsibilities & impact

Work on challenging valuation projects involving complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock, private debt instruments, options, warrants, and other derivative products
Provide valuation services supporting mergers and acquisitions, venture financing, IPOs, taxation planning and compliance, financial reporting, and strategic planning
Support assurance and tax clients with valuation needs
Establish and maintain an effective sales and marketing process in the Valuation practice
Maintain an established referral network
Network with peers in other geographic markets and assurance, tax, and business consulting areas
Contribute thought leadership in the practice area
Serve as primary advisor to clients and manage CFI engagement team members
Manage, oversee, train, and develop CFI valuation professionals
Develop and maintain relationships with centers of influence and professionals
Manage client relationships and exceed client satisfaction
Manage realization, utilization, leverage, accounts receivable, and expenses
Mentor, coach, and train staff
Integrate the firm's strategy
Promote the RSM brand, marketing campaigns, cross-selling, and service-line integration

Requirements

What you’ll need

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
Experience managing client relationships and leveraging them to sell Firm solutions
Experience 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
Ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
RSM does not intend to hire entry level candidates who will require sponsorship now or in the future

Benefits

Comp & perks

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