Valuation Services Director - Complex Financial Intruments

Location: Chicago; hybrid workstyle aligned to an hirify.global office, with in-person collaboration based on client, team, development, and relationship-building needs. Flexibility to travel to clients and other hirify.global offices is required.

Compensation Range: $160,900–$323,400 annually, plus eligibility for a discretionary bonus based on firm and individual performance.

Company

hirify.global provides professional services to middle-market clients globally, including assurance, tax, business consulting, and valuation services.

What you will do

• Lead valuation engagements focused on complex financial instruments and derivatives, including convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, stocks, private debt instruments, options, warrants, and other derivative products.
• Advise clients and manage CFI engagement team members across projects supporting mergers and acquisitions, venture financing, IPOs, tax planning and compliance, financial reporting, and strategic planning.
• Establish and maintain sales, marketing, referral, and business-development processes for the Valuation practice.
• Develop client relationships, exceed client expectations, promote cross-selling, and integrate valuation services with other assurance, tax, and consulting offerings.
• Manage practice fundamentals including realization, utilization, leverage, accounts receivable, and expenses.
• Lead, mentor, coach, train, and develop CFI valuation professionals while contributing thought leadership and implementing firm strategy.

Requirements

• Bachelor’s degree in a quantitative field such as mathematics, financial mathematics, quantitative finance, or a related area; MBA or another master’s degree is a plus.
• Professional certification as ABV/CPA, ASA, or CFA.
• Experience valuing complex financial instruments and using option pricing models, Monte Carlo models, and binomial models.
• Experience with Monte Carlo programs such as @Risk or Crystal Ball, lattice models, coding tools such as MATLAB or R, and Bloomberg.
• Experience in practice development and management, marketing, and thought leadership related to complex financial instruments.
• Experience managing client relationships and leveraging them to sell firm solutions, with demonstrated business-development ability and a productive referral network.
• Experience in a sophisticated large consulting or accounting firm environment, including valuation services for financial reporting and tax reporting; Big Four or national consulting firm experience is specified.
• 8+ years of management, leadership, or supervisory experience.
• Database experience with Capital IQ and proficiency with Microsoft Excel, Word, and PowerPoint.
• Ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues.

Culture & Benefits

• Hybrid workstyle combining office-based collaboration with flexibility based on client, team, development, and relationship-building needs.
• Competitive benefits and compensation package.
• Equal employment opportunity and reasonable accommodation for applicants with disabilities.
• Discretionary bonus eligibility based on firm and individual performance.