FVLS Manager- Financial Institution (FI) Valuation

Elliott Davis; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Generous time away

Flexible schedules

Maternity & parental leave

Health and wellness benefits

Professional coaching

Leadership programs

Beyond program

Job summary

Elliott Davis in Charlotte, NC seeks a FI Valuation Manager to lead complex valuation engagements in financial institutions, including M&A purchase accounting and regulatory reviews. This role focuses on delivering high-quality analyses for banking and financial services clients.

You will manage day-to-day client relationships, oversee valuation processes, mentor seniors and associates, and collaborate with senior leadership to expand the firm’s footprint in this sector.

Qualifications

• 5–7 years of valuation experience focused on Financial Institutions.
• Experience at Top 20 or Big 4 accounting firm; comfortable with public company audits.
• CPA, ASA, CFA, or ABV certification (completed or actively pursuing).
• Strong ASC 805 knowledge and bank reporting valuation models.
• Proven track record supervising project teams and coaching staff.
• Excellent communication with partners, clients, and regulators.

Responsibilities

• Oversee the day-to-day execution of FI-specific valuations, including CECL requirements, 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.

Skills

Valuation experience

Financial Institutions

Audit reviews

CPA

ASA

CFA

ABV

Mentoring staff

Communication skills

Project leadership

Education

Bachelor's degree in Accounting/Finance

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, such as 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.

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.

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid caregiver leave (once eligible).
• First‑class health and wellness benefits, including wellness coaching and mental health counseling.
• One‑on‑one professional coaching.
• Leadership and career development programs.
• Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally.

Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, email, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, nor owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

Ada Requirements

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone.
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Cognitive/Mental Requirements

• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions.
• Interact with internal and external customers and others in the course of work.