Elliot Davis

FVLS Manager- Financial Institution (FI) Valuation

Elliot Davis$90K — $120K *
US-AnywhereRemote in United States
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, focused on Financial Institutions.
  • Experience at a Top 20 or Big 4 accounting firm; adept at public company audit scrutiny.
  • CPA, ASA, CFA, or ABV certification (completed or in progress).
  • Strong technical background in ASC 805 and valuation models specific to financial institutions.

Responsibilities

  • Oversee execution of FI-specific valuations, including CECL, MSR, and core deposit intangibles.
  • Serve as technical specialist in assurance work, reviewing PCAOB client valuations.
  • Review third-party valuation reports and provide technical support to audit teams.
  • Mentor and manage workloads of Seniors and Associates in the FI vertical.
  • Act as primary contact for external bank clients during acquisitions and reviews.
  • Assist leadership with business development and client relationship expansion.
  • Perform other duties as required within the practice.

Benefits

  • Opportunities for mentorship and professional development.
  • Exposure to diverse industries beyond financial institutions.
  • Role focused on high-impact project leadership.
  • Supportive of career advancement within a specialized valuation platform.
  • Collaborative work environment aimed at expanding consulting footprint.
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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