Finance professional managing financial operations and compliance at YUM! Restaurant Services Group. Ensuring accuracy and regulatory compliance in financial reporting and operations.
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Hybrid Senior Associate – Valuation Services, Complex Financial Instruments
Posted 3 months ago
About the role
- Valuation Services Senior Associate focusing on complex financial instruments in RSM's multi-disciplinary valuation services practice. Handling financial analysis, modeling, and business valuations across various sectors.
Responsibilities
- serves as a key member of RSM Valuation Services Consulting team
- performing multiple business valuation and financial advisory engagements simultaneously
- supporting the valuations of client portfolios in accordance with GAAP fair value requirements
- opportunity to work in multiple areas in RSM’s multi-disciplinary valuation services practice
- supports valuations focusing on fixed income, securitized products and derivatives
- provides deep dives, variance resolutions, and other over-the-counter derivatives related to these products in accordance with Audit and PCAOB standards
- focus on the Investment Pricing service valuations as volume permits
- additional time focused on exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives
Requirements
- Bachelor's Degree in a Finance or Quantitative Field preferred, or related area of study preferred
- CFA/MBA or other Master’s a plus
- 2 - 5 years of relevant experience, including financial analysis, modeling and valuation experience
- Proficiency in MS Office
- Mentor, coach and train staff
- Ability to prepare detailed financial models in MS Excel and compose technical reports
- Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. preferred
- Excellent verbal and written communication skills
- Ability to work independently in an entrepreneurial work environment
- Ability to travel as needed or requested
Benefits
- flexibility in your schedule
- empowering you to balance life’s demands and maintain your ability to serve clients
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