FI Valuation Manager - Banking & M&A Expert

Elliott Davis; New York (NY); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Generous paid time off

Flexible work schedules

Health and wellness benefits

Professional coaching

Leadership development

Beyond program access

Job summary

Elliott Davis is seeking a FI Valuation Manager to lead complex valuation engagements within the Financial Institution vertical, focusing on banking and financial services. You will manage day-to-day client relationships, ensure technical accuracy, and mentor project teams to deliver high-quality work.

In this role you'll coordinate with senior leadership to expand our valuation platform, contribute to business development, and collaborate across industries including healthcare and real estate,

Qualifications

• 5–7 years of valuation experience with FI focus.
• Experience at Top 20 or Big 4 firm; capable of auditing scrutiny.

Responsibilities

• Oversee day-to-day FI valuations (CECL, MSR, Core Deposit Intangibles, FHLB advances).
• Review PCAOB FI valuations for regulatory scrutiny.
• Review third-party valuation reports with detailed support.
• Mentor and manage Seniors and Associates in the FI vertical.
• Primary contact for external bank clients on acquisitions/regulatory reviews.
• Support senior leadership in business development and client relationships.
• Other duties as assigned within practice scope.

Skills

Valuation experience

CPA/ASA/CFA/ABV

ASC 805 knowledge

Financial Institutions focus

Project leadership

Communication skills

Education

Bachelor's in Accounting/Finance/Economics

CPA/ACCA or equivalent

Tools

Excel

Job description

Elliott Davis is seeking a FI Valuation Manager to lead complex valuation engagements within the Financial Institution vertical, focusing on banking and financial services. You will manage day-to-day client relationships, ensure technical accuracy, and mentor project teams to deliver high-quality work.

In this role you'll coordinate with senior leadership to expand our valuation platform, contribute to business development, and collaborate across industries including healthcare and real estate,