Associate Director Valuation

2 days ago

Bengaluru, Karnataka, India RSM US LLP Full time

Position Director

We are looking to hire an Associate 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: 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
  • Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions

  • Financial Valuation Expert

    3 days ago

    Bengaluru, Karnataka, India beBeeBusiness Full time ₹ 15,41,000 - ₹ 30,41,900

    Valuation Director Job DescriptionWe are seeking a seasoned professional to join our Valuation Team as an Associate Director of Business Valuation. The successful candidate will have extensive experience in valuing complex financial instruments and developing thought leadership in practice area.This role involves establishing effective sales and marketing...

  • Senior Valuation Expert

    1 day ago

    Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Valuation Leadership PositionWe seek a seasoned professional to spearhead our Valuation Team's efforts in complex financial instruments. As an Associate Director, you will drive projects forward, applying your expertise in financial analysis, business modeling, forecasting, and valuations involving derivatives.Main Responsibilities:Develop a comprehensive...

  • Associate - CFI Valuation - Advisory

    2 weeks ago

    Bengaluru, Karnataka, India Withum Full time

    Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management...

  • Associate - CFI Valuation - Advisory

    4 weeks ago

    Bengaluru, Karnataka, India Withum Full time

    Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management...

  • Associate - CFI Valuation - Advisory

    2 weeks ago

    Bengaluru, Karnataka, India Withum Full time

    Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management...

  • Associate - CFI Valuation - Advisory

    2 weeks ago

    Bengaluru, Karnataka, India Withum Full time

    Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management...

  • Valuations Associate

    6 days ago

    Bengaluru, Karnataka, India Arena Investors I Quaestor Advisors Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    • Support the Valuations team, focused on portfolio account surveillance, monitoring, reporting and valuation• Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in • Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and...

  • Valuations Associate

    5 days ago

    Bengaluru, Karnataka, India Arena Investors I Quaestor Advisors Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    • Support the Valuations team, focused on portfolio account surveillance, monitoring, reporting and valuation• Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in • Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and...

  • Financial Consulting Director- Valuation Services(CFI)

    1 day ago

    Bengaluru, Karnataka, India RSM US LLP Full time

    Job DescriptionWe 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, inclusive culture and talent experience and our ability to be compelling to our...

  • Associate - Valuation (805 & 350) - Advisory

    2 weeks ago

    Bengaluru, Karnataka, India Withum Full time

    Withum is a forward-thinking, technology-driven advisory and accounting firm. Founded in 1974 with headquarters in Princeton, NJ, the firm has additional offices located in major financial centers, including Boston, MA; New York City, NY; Philadelphia, PA; Washington, DC.; Orlando, FL; and Orange County, CA. It's a place where innovation and curiosity...