[Remote] FVLS Manager- Financial Institution (FI) Valuation

Note: The job is a remote job and is open to candidates in USA. Elliott Davis provides tax, assurance, and consulting services. The FI Valuation Manager will lead complex financial institution valuation engagements, including M&A purchase accounting and PCAOB audit reviews, while managing client relationships and ensuring technical accuracy. The role also involves mentoring staff and supporting business development and practice growth.

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

Skills

• 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
• Hybrid work arrangement

Company Overview

Company H1B Sponsorship