Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures
Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
Study economic and business trends
Be current with business and economic issues relevant to the client's business.
Utilize technology and tools to provide innovative high value services
Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
Train, oversee and support staff members
Develop new business and maintain strong relationships with clients
Requirements
5+ years of experience developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
Client deliverables, findings, and solutions
Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,
Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
Willingness to travel up to 25% to meet client needs
Benefits
Equity / stock options
Additional Information
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.
RSMUS is currently seeking a Director to join our Deal Services practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling.
The ideal Director candidate has 8+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, financial restructuring, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.
Rsm · Boston