Note: The job is a remote job and is open to candidates in USA. Elliott Davis is a forward-thinking tax, assurance, and consulting services firm with a strong workplace culture. They are seeking a Financial Institution Valuation Manager to execute and manage complex valuation projects in the banking and financial services sector, while also supporting senior leadership in expanding consulting relationships.
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 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
Company Overview
Company H1B Sponsorship