FVLS Manager- Financial Institution (FI) Valuation

ED03 Elliott Davis Advisory, LLC; Charlotte (NC); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Generous time away and holidays

Flexible work schedules

Robust health and wellness benefits

Professional coaching and leadership &

Career development programs

Job summary

Elliott Davis Advisory, LLC 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 support senior leadership in expanding our consulting footprint across healthcare, life sciences, industrials, construction, and real estate sectors.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics required.
• 5–7 years of valuation experience with financial institutions.
• Experience at a Top 20 or Big 4 accounting firm; comfortable with public company audit reviews.
• Certifications: CPA, ASA, CFA, or ABV (completed or pursuing).
• Strong technical background in ASC805 and bank reporting valuation models.

Responsibilities

• Oversee day-to-day FI-specific valuations including CECL, MSR, Core Deposit Intangibles, and FHLB advances.
• Serve as technical specialist for PCAOB FI client valuations; ensure regulatory compliance.
• Review third-party valuation reports and support audit teams on assumptions and modeling.
• Mentor and manage Seniors and Associates within the FI vertical.
• Act as primary client contact for acquisitions or regulatory reviews; ensure timely delivery.
• Assist leadership with business development, proposals, and client relationships.
• Other duties as assigned within the practice scope.

Skills

Valuation experience

Big4/Top20

CPA

ASA

CFA

ABV

Communication

Staff coaching

ASC 805

Education

Bachelor’s degree in Accounting, Finance, Economics

Tools

ASC805 models

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.

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 ASC805 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 and 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.