FVLS Manager- Financial Institution (FI) Valuation
Elliot Davis
WHO WE AREElliott 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.#LI-DL1Responsibilities: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.WHY YOU SHOULD JOIN USWe 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 professionallyNOTICE TO 3RD PARTY RECRUITERSNotice 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 REQUIREMENTSThe 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 RequirementsWhile 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 focusCognitive/Mental RequirementsWhile 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.SummaryLocation: Charlotte, NC; Charleston, SC; Nashville, TN; US Remote; Greenville, SCType: Full time
- Audit Manager - Financial Institutions - Nashville, TN Who: An experienced audit professional with 4+ years of public accounting experience serving financial institutions. What: Supervise financial institution audits, lead and develop audit teams, manage client communications...SuggestedFull timeWork at office
- ...is looking for a proactive, detail-oriented Derivative Valuations Analyst to help manage the daily pricing of our complex OTC derivatives. You will... ...research and diversified investment services to institutional clients, retail investors, and private-wealth clients in...SuggestedPermanent employmentFull timeWork at officeShift work
- ...Job Description Job Description Audit Director – Financial Institutions Location: Nashville, TN (Hybrid) A large and well-respected... ...planning, execution, and review Mentor and develop audit managers and staff Assist with growth and development of the firm...SuggestedFlexible hours
$207.9k - $283.2k
...smart, collaborative people who are ready to listen, share ideas, and help you succeed. This Managing Director role is responsible for expanding Armanino’s Valuation and Financial Modeling practice by driving business development, leading complex client engagements,...SuggestedFull timeContract workLocal areaFlexible hours- Join Kroll's Global Portfolio Valuation Team and gain hands-on experience in the dynamic... ...changing the way you think about solving financial problems through consensus building and... ...to the engagementWorking with management in building and maintaining client relationshipsReporting...SuggestedTemporary workVisa sponsorshipRelocation package
- ...Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services... ...the world’s leading alternative asset managers as our clients. We serve our clients through... ...-to-day responsibilities: Designing financial models for discounted cash flow, market...Temporary workWork at office
- Manager Revenue Cycle - Financial ClearanceEmployment Type: Full TimeLocation: RemoteReports To: VP of Revenue Cycle ManagementYou must reside in one of these states to be eligible for this position:Arkansas California KentuckyMassachusetts Nevada New MexicoOregon...Full timeWork experience placementWork at officeFlexible hours
- ...Job Opportunity: Chief Financial Officer Career Area: Business... ...including strategic planning, risk management, financial reporting, and... ...for annual company valuations. Manage relationships with... ...to interface with financial institutions, auditors, and valuation consultants...
- ...Holladay. The Development and Investment Real Estate Manager is responsible for conducting thorough market research, financial analysis, and due diligence to support real... ...Strong understanding of real estate markets, valuation methods, and investment principles •...Local area
- ...licensed CPA firm.Job SummaryWe are looking for a Tax Senior Manager to join our Financial Services Practice group. This candidate will consult on... ...and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance...Full timeContract workWork at officeFlexible hours
- ...Annuity and P&C lines. Fortitude Re manages a general account of... ...by a consortium of sophisticated institutional investors led by The Carlyle Group... ...transaction processing, reconciliations, valuation governance, internal controls, and financial reporting across GAAP, STAT,...
- ...comprehensive wealth advisory: financial planning, client meetings,... ...owned and operated wealth management firm based in Nashville, TN.... ...services to small and mid-sized institutions, including corporate... ...equity research, or business valuation Direct experience with financial...Work at office
- ...Group Chief Financial Officer (CFO) About the Company Dynamic... ...comprehensive plan to close the valuation gap between a single... ...transitioning the group to institutional-grade financials. The role also... ...sloppy reporting. Hiring Manager Title CEO Functions...
$134.5k - $241k
...advisory services covering valuation modeling, cost optimization,... ...navigate new challenges, avoid financial pitfalls, and provide... ...’ll DoDeloitte is seeking a Manager to join its Government & Public... ...as public higher education institutions, our team of professionals brings...Local area$118.69k - $189.91k
...Job Description As the Manager, Financial Planning & Analysis, you'll lead a finance team and serve as a trusted partner to assigned operating divisions. In this role, you'll provide leadership across financial reporting, budgeting, forecasting, and analysis while helping...Temporary workWork at officeLocal areaRemote workFlexible hours2 days per week- ...as the senior operational leader of the Institute of National Security, reporting to the Founding... ...operating structures and workflows to manage increased programming complexity as the... ...portfolio of partnerships and raise the financial resources needed to support both...
- ...The Finance Manager manages related activities associated with the financial analysis process for HealthTrust sourcing initiatives. The financial analysis responsibilities... ...and financial memos summarizing project valuations Review and improve financial analysis policies...Contract work
- ...Information Position TitleAssociate Director of Financial Aid-Student EngagementDivisionBusiness... ...compliance with federal, state, and institutional financial aidregulations.Job... ...aid operations.• Establish priorities, manage workloads, and ensure processing deadlines...Work at officeFlexible hours
$64.64k - $96.96k
...Job Description Title: Director, Financial Aid POSITION SUMMARY The Director... ...and oversight of all federal, state, and institutional financial aid programs. This role ensures... ...professional development. Monitors and manages the financial aid budget, including forecasting...Afternoon shift$85.9k - $146.9k
...the world. Amazon is seeking a Finance Manager to help own critical functions within the... ...together with the business partners to find financial sustainable solutions. The successful... ...with outside suppliers for financial valuations and trade-off decisions• Use AI tools to...Contract workFlexible hours- ...neighborhoods, and the campus community to ensure expectations are managed and site development is viewed within the campus context.About... ...coordinating with the Board of Trustees on complex and cross-institutional issues. Each member of the team is crucial in executing the...Work at officeLocal areaShift work
- Job Summary:The Tax Managing Director is responsible for applying industry specific knowledge... ...in the area of international tax, valuation allowance credits, business combinations... ...and a unique opportunity to enhance their financial well-being. As a qualified retirement plan...Work at officeLocal area
- ...Assistant Controller supports the Controller in managing the university’s accounting operations, financial reporting, internal controls, and audit processes... ...principles (GAAP), federal and state regulations, and institutional policies. The Assistant Controller plays a...Full time
- ...portfolio, driving the achievement of financial targets, and maintaining executive visibility... ...with a strong background in financial management, P&L, budgeting, and revenue strategy.... ...student housing portfolio, work with institutional partners, and a background in global...
- Senior Manager Finance Consultant Brentwood, TN37027 | Fully RemotePosted... ...make great strides toward enhancing the financial community nationwide. We are consistently... ...reporting.Developing business cases and valuation models to evaluate proposed investments,...Immediate start
$112.1k - $225.5k
...FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction-related analyses.Develops and reviews... ...presentations, and materials for executive, board, and management audiences.Serves as a primary point of contact for day...Full timeWork experience placementInternshipLocal area$71.16k - $94.9k
...sharing allocations, balance forward valuations, and defined benefit and cash balance... ...complex issues and questions. Work with Managers to development processes and implement... ...NBT has built a reputation as a stable financial institution by growing our people and our business...Full timeTemporary workPart timeWork visaFlexible hours- ...family! Jump-start your career as a Senior Financial Analyst today with HCA Healthcare.... ...related to the projects in the Portfolio you manage financially. In addition, build simple... ...Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years,...Full timeContract workTemporary workPart timeFlexible hoursShift work
- ...Elliott Davis, PLLC), a licensed CPA firm.Position OverviewWe are seeking a Manager - Risk Advisory to join our Financial Services Group (FSG). Our team serves a diverse portfolio of financial institutions and provides independent, risk-based assurance and advisory services...Full timeContract workWork at officeFlexible hoursNight shift
- ...Information Position TitleAssociate Director of Financial Aid - OperationsDivisionBusiness and... ...administration of federal, state, institutional, and private aid programs while... ...Partner with IT and functional offices to manage Banner upgrades, patches, testing, andimplementations...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to FVLS Manager- Financial Institution (FI) Valuation. Be the first to apply!
- director of finance and administration Nashville, TN
- financial director Nashville, TN
- finance executive Nashville, TN
- interim finance manager Nashville, TN
- non profit finance manager Nashville, TN
- mercedes benz finance manager Nashville, TN
- financial crime manager Nashville, TN
- structured finance manager Nashville, TN
- senior manager financial planning & analysis Nashville, TN
- finance manager Nashville, TN



