Elliot Davis

FVLS Manager- Financial Institution (FI) Valuation

Elliot Davis$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Economics, or related field
  • 5-7 years of relevant valuation experience with a focus on Financial Institutions
  • Experience at a Top 20 or Big 4 accounting firm
  • CPA, ASA, CFA, or ABV certification (completed or actively pursuing)
  • Strong technical background in ASC 805 and financial institution-specific valuation models
  • Demonstrated experience in supervising high-performing project teams
  • Excellent communication skills for presenting and defending valuation assumptions

Responsibilities

  • Oversee execution of FI valuations, including CECL and Mortgage Servicing Rights
  • Serve as technical specialist for assurance work, ensuring compliance under PCAOB for FI valuations
  • Review third-party valuation reports and assist audit teams with financial assumptions
  • Mentor and manage workload of Seniors and Associates in the FI vertical
  • Act as primary contact for bank clients during acquisitions or regulatory reviews
  • Support senior leadership with business development and proposal drafting
  • Perform other duties as assigned within the practice

Benefits

  • Access to a variety of industries beyond financial institutions
  • Opportunities for mentorship and career advancement
  • Dynamic work environment focused on high-impact valuation engagements
  • Exposure to complex valuation projects with potential for innovation
  • Involvement in business development initiatives and client expansion opportunities
Full Job Description
The FI Valuation Manager is a dynamic professional responsible for executing and managing valuation engagements within the Financial Institution vertical. This role focuses on delivering high-quality, complex valuation projects specifically for the banking and financial services sector, including M&A purchase accounting and PCAOB audit reviews. While financial institutions will be a focus of this role, the Manager will also have opportunities to work across a variety of industries, with exposure to healthcare, life sciences, industrials, construction, and real estate. The Manager will act as a key project leader, managing day-to-day client relationships, ensuring technical accuracy, and supporting senior leadership in expanding our consulting footprint. This role is designed for a high-impact professional from a large firm background looking to advance their career and help shape a specialized valuation platform. #LI-DL1 Responsibilities: • Oversee the day-to-day execution of FI-specific valuations, including CECL requirements, Mortgage Servicing Rights (MSR), Core Deposit Intangibles, and FHLB advances. • Serve as a technical specialist for the group's assurance work, performing detailed reviews of PCAOB FI client valuations to ensure compliance and reasonableness for regulatory scrutiny. • Review third-party valuation reports and provide detailed technical support to audit teams regarding financial assumptions and quantitative modeling. • Spearhead the daily mentorship, training, and workload management of Seniors and Associates within the FI vertical. • Act as a primary point of contact for external bank clients undergoing acquisitions or regulatory reviews, ensuring timely project delivery. • Assist senior leadership with business development initiatives, proposal drafting, and expanding relationships with existing clients. • Other duties as assigned within the scope of the practice. Requirements: • Bachelor's degree in Accounting, Finance, Economics, or a related field. • 5-7 years of relevant valuation experience, with a strong focus on Financial Institutions. • Proven experience at a Top 20 or Big 4 accounting firm; must be comfortable with the strict scrutiny of public company audit reviews. • CPA, ASA, CFA, or ABV certification (completed or actively pursuing). • Strong technical background in ASC 805 and the specific valuation models unique to financial institutions and bank reporting. • Proven track record of supervising high-performing project teams, with a focus on translating complex valuation concepts into actionable coaching for staff. Excellent communication skills and the ability to clearly defend complex valuation assumptions to audit partners, clients, and regulatory reviewers.

About Elliot Davis

Elliot Davis is an accounting firm that provides a range of services, including audit, tax, and consulting. The company serves clients in a variety of industries, including healthcare, manufacturing, and real estate. Elliot Davis has more than 800 employees and operates offices in several states, including South Carolina, North Carolina, and Georgia. The company was founded in 1925 and is headquartered in Greenville, South Carolina.
Learn more about Elliot Davis
Size
800 employees
Industry
Founded
1989

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