{"id":3022088,"url":"https://alion.io/job/rsm-us-valuation-services-director-complex-financial-instruments","title":"Valuation Services Director - Complex Financial Instruments","company":{"id":8699,"name":"RSM US","domain":"rsmus.com","url":"https://alion.io/company/rsm","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":82,"open_postings":145,"ghost_share":0,"stale_share":0.697,"repost_share":0.007,"time_to_fill_p50_days":31,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Chicago, United States","San Francisco, United States","Houston, United States","Dallas, United States","Denver, United States","New York, United States","Cleveland, United States","Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":160900,"max":323400,"currency":"USD","period":"year","gross":null,"usd_annual":323400},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"MATLAB","optional":false},{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-20T00:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-28T03:44:12Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"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, 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.\nWe 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.\nOverall Responsibilities:\nEstablish 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\nMaintaining an established referral network\nNetworking with peers in other geographic markets and in other areas of assurance, tax and business consulting\nContributing thought leadership in practice area\nPrimary advisor to clients/manage CFI engagement team members\nManager/Oversee/Train/develop other CFI valuation professionals\nSpecific Responsibilities:\nDevelop and maintain strong relationships with centers of influence and professionals\nEffectively manage overall client relationships to exceed client satisfaction\nManage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)\nBe a thought leader\nMentor, coach and train staff\nSuccessfully integrate strategy of the firm\nHeighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm\nPromote cross selling and integrating of service line of business and more\nBasic Qualifications:\nEducation: 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\nProfessional Certifications: ABV/CPA, ASA or CFA\nExperience valuing complex financial instruments\nExperience with Option Pricing Models, Monte Carlo and Binomial Models\nExperience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc.\nPractice development and management, marketing and thought leadership as it relates to complex financial instruments\nSuccessful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions\nAbility 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\nDemonstrated ability to develop business and a productive referral network\n8+ years in Management/Leadership/Supervisory experience\nDatabase experience with Capital IQ\nProficiency with Microsoft Excel, Word, and PowerPoint\nFlexibility to travel to clients and other RSM’s offices\nDemonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues\nAt RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.\nWe believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.\nAll 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 nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.\nAccommodation 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 call us at 800-274-3978 or send us an email at .\nRSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.\nRSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.\nAt RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.\nCompensation Range: $160,900 - $323,400\nIndividuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.","description_format":"text","description_chars":6975,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Advisory, Valuation & Restructuring","Audit & Assurance Firms","Management Consulting","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-21T18:05:16Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 76 · green card filings: 26","filings_12m":76,"filings_prev_12m":89,"green_card_filings_12m":26,"median_offered_wage_usd":136127,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":8,"expected_fill_days":31,"reasons":["conf:2","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-28T05:59:10Z"},"pay":{"stated_usd_annual":323400,"is_top_pay":true},"html_url":"https://alion.io/job/rsm-us-valuation-services-director-complex-financial-instruments","json_url":"https://alion.io/job/rsm-us-valuation-services-director-complex-financial-instruments.json","meta":{"generated_at":"2026-10-28T09:14:00Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11956,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":8699},"rest":"https://alion.io/mcp/rest/get_company?id=8699"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Frsm-us-valuation-services-director-complex-financial-instruments"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Frsm-us-valuation-services-director-complex-financial-instruments"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Frsm-us-valuation-services-director-complex-financial-instruments"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/rsm-us-valuation-services-director-complex-financial-instruments\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Frsm-us-valuation-services-director-complex-financial-instruments"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3022088}},{"tool":"search_jobs","arguments":{"company":"rsmus.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3022088},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}