Financial Consulting Manager - Business Valuation Services

Posted 13 Days Ago
Be an Early Applicant
3 Locations
In-Office
95K-192K Annually
Senior level
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Experience the power of being understood.
The Role
Leads complex business valuation engagements across financial reporting, tax, transactions, strategic planning, and audit support. Manages multiple engagements, reviews analyses, resolves technical issues, oversees economics, develops staff, builds client relationships, supports proposals and business development, and contributes to practice growth, recruiting, training, process improvement, and technical innovation. The role requires substantial valuation experience and regular client collaboration, with travel as needed.
Summary Generated by Built In

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 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
  • 6-8+ years of progressive business valuation experience, preferably within a national, global, or highly regarded advisory firm environment
  • 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

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 6-8+ years of progressive business valuation experience
  • Professional designation such as ASA, ABV, CPA, CFA, or substantial progress toward completion
  • Advanced proficiency with Microsoft 365, including Excel, Word, and PowerPoint
  • Experience using automation, data analytics, and generative AI tools to improve quality, efficiency, and insight generation
  • Ability to travel as needed for client service, team collaboration, and practice development
  • Experience leading valuations for financial reporting, tax reporting, transaction advisory, and audit support
  • Experience overseeing multiple business valuation and audit support engagements simultaneously
  • Ability to manage, coach, and develop supervisors and staff
  • Ability to lead client meetings, direct information-gathering discussions, identify value drivers, and present conclusions to senior stakeholders
  • Ability to originate or advance client opportunities and collaborate across service lines
  • Ability to maintain professional relationships with colleagues, clients, referral sources, audit and tax teams, and other stakeholders
  • Interest in contributing to intellectual capital, recruiting, training, process innovation, quality initiatives, and practice-building activities

RSM US LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RSM US LLP and has not been reviewed or approved by RSM US LLP.

  • Parental & Family Support — Parental leave, caregiver leave, and family‑building assistance are standout strengths, including 12 weeks fully paid parental leave, six weeks paid family caregiver leave, up to $50,000 in fertility coverage, and up to $20,000 per child for adoption or surrogacy, plus backup care resources. These benefits create a family‑forward package that stands out within the firm’s total rewards.
  • Leave & Time Off Breadth — Time‑off options are broad, with self‑managed PTO for associates and above, at least 14 paid holidays, and firm‑wide wellbeing days alongside hybrid work flexibility. This breadth is consistently presented as a strong component of the overall offering.
  • Healthcare Strength — Medical coverage includes multiple plan designs (two HDHPs and a PPO), telehealth access, and a mental‑health platform offering up to eight free 1:1 sessions per year. Health benefits are characterized as solid to strong for the industry.

RSM US LLP Insights

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The Company
HQ: London
19,318 Employees
Year Founded: 1926

What We Do

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. For more information, visit rsmus.com.

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