Valuation Services Senior Associate - Complex Financial Instruments

Overview

We are the leading provider of professional services to the middle market globally, with a purpose 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 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 Advisory Services Senior Associate serves as a key member of the RSM Valuation Services Consulting team, taking substantial responsibility in 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 portfolio valuation, financial analysis, business and financial modeling and forecasting, and valuations.

The CFI Valuation Advisory Services Senior Associate will focus on valuations of complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, incremental borrowing rates, stock compensation, 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.

• Evaluate and value complex financial instruments and derivatives as part of engagements.
• Perform financial analysis, modeling and forecasting; develop detailed financial models in MS Excel and prepare technical reports.
• Engage in portfolio valuation and support mergers, acquisitions, venture financing, public offerings (IPOs), and other strategic initiatives.
• Work in a collaborative team environment and manage multiple engagements simultaneously.

• Bachelor's Degree in a Finance or Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred, or related area of study; CFA/MBA or other Master’s a plus
• 2 - 5 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
• Experience in Monte Carlo programs (e.g., @risk, Crystal Ball), Lattice models; coding (Mat Lab, R, Python, VBA, etc.) preferred
• Excellent verbal and written communication skills
• Mentor, coach and train staff
• Ability to work independently in an entrepreneurial work environment
• Ability to travel as needed or requested

• Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience
• Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions
• Considerable experience with valuation techniques and methodologies within a business valuation firm or practice in one or more of: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives
• Strong project management skills including the ability to manage staff on projects of varying sizes, with a passion for developing and retaining talent

RSM offers a competitive benefits and compensation package. 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

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to…