Valuation Services Director - Complex Financial Intruments
Core
Director leading the Complex Financial Instruments (CFI) valuation practice, managing client engagements, sales, and team development for mergers, acquisitions, and financial reporting.
Role type
Director, Valuation Services (Complex Financial Instruments)
Builds
Valuation services for M&A, venture financing, IPOs, tax planning, and financial reporting
Domain
Professional Services / Financial Valuation
Deliverable
client delivery
Required skills
Complex financial instruments valuation, Option pricing models, Monte Carlo simulations, Lattice models, Coding (MatLab, R), Bloomberg, Capital IQ, Practice development, Client relationship management, Team leadership
Preferred skills
MBA, ABV/CPA/ASA/CFA certifications, Big 4 experience
Technologies
@risk, Crystal Ball, MatLab, R, Bloomberg, Capital IQ, Microsoft Excel, Word, PowerPoint
Responsibilities
Establish sales and marketing processes for the CFI practice, manage client relationships and engagement teams, mentor and train valuation professionals, contribute thought leadership, manage practice fundamentals (realization, utilization, expenses), promote cross-selling
Seniority
Director, Management & Leadership
