Financial Consulting Director- Valuation Services(CFI)

8 - 13 years

20 - 25 Lacs

Posted:3 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

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: Bachelors 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

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RSM US in India logo
RSM US in India

Accounting and Consulting

Bhopal

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