About the position
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, inclusive 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 ideal Manager candidate has 5-8+ 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, 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.
Responsibilities
- 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
Requirements
- 4+ 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
- Competitive benefits and compensation package
- Flexibility in your schedule
