Financial Institution Valuation Manager - FI, Valuation

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC(doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

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. 

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.

The salary range for this position is $104,000 to $165,000 per year. Individual compensation will be based on factors such as relevant experience, skills, qualifications, work location, and applicable legal requirements.

At Elliott Davis, we invest in our people by offering a competitive and comprehensive benefits package, including medical, dental, and vision insurance and a 401(k) plan with company contributions.

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    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

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, e-mail, 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, or 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
While performing the duties of this job, the employee is:
•    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
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.