Business Valuation Manager - Financial Services

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.

The Financial Services Valuation Services Manager will play a highly visible role on RSM’s Valuation Services consulting team, taking primary responsibility for complex business valuation engagements across financial reporting, tax reporting, transactions, strategic planning, and other advisory purposes. This position is designed for an experienced valuation professional who can lead multiple engagements, exercise sound technical and commercial judgment, develop team members, strengthen client relationships, and contribute to the growth of a nationally recognized valuation practice.

The Manager will work closely with senior professionals and practice leaders on engagement execution, client relationship management, talent development, process improvement, and go-to-market initiatives. The role includes identifying and advancing opportunities, supporting proposal and scoping efforts, expanding relationships across client organizations and RSM, and building a strong internal and external network. Managers are expected to balance engagement delivery with sustained contributions to team talent, technical development, and practice growth.

Basic Qualifications:

• Bachelor's Degree in Finance, Accounting, Economics, or a related area of study
• 5-8+ years of progressive business valuation experience, preferably within a national, global, or highly regarded advisory firm environment with a focus on financial services, including primarily on financial institutions, banking, specialty finance.  Other financial services sector are preferred as well including insurance, wealth management, and asset management.
• Professional designation such as ASA, ABV, CPA, CFA, or a related credential, or substantial progress toward completion is preferred
• Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and emerging productivity tools such as Copilot
• Demonstrated capability leveraging automation, data analytics, and generative AI tools to enhance quality, efficiency, and insight generation
• Ability to travel as needed to support client service, team collaboration, and practice development priorities

Preferred Qualifications:

• Well-rounded experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support purposes, including business combinations, impairment analyses, stock-based compensation, portfolio valuations, and complex investment positions
• Experience overseeing a portfolio of business valuation and audit support engagements simultaneously, including planning workstreams, reviewing analyses, resolving technical issues, managing engagement economics, and communicating status and risks
• Proven ability to manage, coach, and develop supervisors and staff; delegate effectively; provide candid feedback; and foster a collaborative, inclusive, and high-accountability team culture
• Demonstrated ability to lead client meetings, direct information-gathering discussions, understand strategic and operational priorities, identify key value drivers, and present supportable conclusions to senior stakeholders
• Demonstrated ability to originate or advance opportunities by identifying unmet client needs, expanding existing relationships, collaborating across service lines, and supporting pursuit teams
• Ability to cultivate and maintain positive, productive, and professional relationships with colleagues, clients, referral sources, audit and tax teams, and other key stakeholders
• Desire to contribute to intellectual capital, recruiting, training, process innovation, quality initiatives, and other practice-building priorities

At 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.

We 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.

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 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. 

Accommodation 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 [email protected].

RSM 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.

RSM 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.

At 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.

Compensation Range: $95,400 - $192,000