Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the FVLS Manager- Financial Institution (FI) Valuation in Charlotte, NC vacancy
  •  ...Director & Actuary to join our VA & RILA Valuation and Projection team. This role is on-...  ...processes and providing insights regarding financial results. You will fill a new role that...  ..., and efficienciesFoster collaboration, manage expectations and workloads, and communicate... 
    Suggested
    Full time
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life Insurance Company

    Charlotte, NC
    1 day ago
  •  ...Founding Executive Director, Institute for the Advancement of Whole Health About the Company Evidence-based & outcomes-focused...  ...problem-solving and with a strong background in leadership and management. Functions Education/Academic Administration... 
    Suggested
    Full time
    Part time
    Remote work

    Confidential

    Charlotte, NC
    3 days ago
  • Valuations Analyst- 100% Remote House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work for properties we acquire. The VA must be able to determine a reliable... 
    Suggested
    Casual work
    Remote work

    House Buyers

    Charlotte, NC
    4 days ago
  • $89.25k - $150.25k

     ...DayWorkplace: HybridCareer Area: Operational Risk Management and Control ManagementCompany: American...  ...is looking for an experienced Manager- Financial Crimes focused on ensuring risk and...  ...business risk roles within a financial institution.Strong understanding of BSA/AML, OFAC,... 
    Suggested

    American Express

    Charlotte, NC
    6 hours ago
  • $33.66 per hour

     ...business infrastructure to manage and transform the business and...  ...clients to facilitate their financial needs globally. The...  ...transactions for businesses, institutions, and wealth management clients...  ...Transformation, Real Estate Valuation Services, Information Management... 
    Suggested
    Rotational program
    Full time
    Work experience placement
    Summer work
    Internship
    Summer internship
    Work at office

    Wells Fargo

    Charlotte, NC
    2 days ago
  •  ...and our communities. Job SummaryWe are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on...  ...matters and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance... 
    Full time
    Contract work
    Work at office
    Flexible hours

    Elliot Davis

    Charlotte, NC
    2 days ago
  •  ...Chief Financial & Operating Officer (CFOO) About the Company Esteemed organization...  ...Industry Non-Profit Organization Management Type Non Profit Founded...  ...through potential governance changes and institutional evolution. Key responsibilities for the... 

    Confidential

    Charlotte, NC
    3 days ago
  •  ...specialist with deep expertise in EPBCS and a track record delivering Financial, Strategic, and Revenue Planning solutions for mid-market and...  ...EPM modules (FCCS, PCMCS, ARCS, EDM) — including metadata management and data load processes Minimum 5 years of consulting... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    6 hours ago
  • $170k - $282.5k

     ...seeking a highly motivated and experienced Managing Director, International Tax Planning,...  ...of the organization. Across the globe, institutional investors rely on us to help them...  ...best. Join us if making your mark in the financial services industry from day one is a challenge... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Charlotte, NC
    6 hours ago
  • $82.49k - $122.99k

    OverviewThe Infosys Financial Services unit is a global leader in...  ...transformation for financial institutions. We specialize in leveraging...  ...projects across banking, wealth management, and insurance sectors. If...  ...data, pricing models, valuation adjustments (XVA), and analytics... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Charlotte, NC
    3 days ago
  • $80k - $179.4k

     ...contribute to the company’s success. As a Business Development Manager III within PNC's Financial Wellness Solutions organization, you will be based in...  ..., Diversified Industries Group (DIG), and Financial Institutions Group (FIG) segments. You will identify, qualify, and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    3 days ago
  • $155.6k - $306.8k

     ...Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy & Transactions team...  ...services, covering areas such as valuation modeling, cost optimization, restructuring...  ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... 
    Odd job
    Work experience placement
    Local area

    Deloitte

    Charlotte, NC
    4 days ago
  • Tax Senior Manager - Financial Services - Charlotte, NC Who: A highly experienced tax professional with 7+ years of public accounting experience...  ...tax consulting and compliance engagements for financial institutions while managing teams, advising clients, and driving... 
    Full time
    Work at office
    Immediate start

    NorthPoint Search Group Inc

    Charlotte, NC
    2 days ago
  • $55k - $119.6k

     ...opportunity to contribute to the company's success. As an Account Manager within PNC's Financial Wellness Solutions organization, you will be based in...  ..., Diversified Industries Group (DIG), and Financial Institutions Group (FIG) clients. This role is critical to long‑term... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Charlotte, NC
    4 days ago
  •  ...Broyhill Asset Management is hiring a Chief Operating Officer in Charlotte, NC. This role...  ...infrastructure, with a clear mandate: build institutional‑quality operations so the investment...  ...environment. Strong competency in financial reporting, budgeting, and operational workflows... 
    Permanent employment
    Work at office

    Broyhill Asset Management

    Charlotte, NC
    3 days ago
  •  ...Company Physician-partnered Site Management Organisation activating clinical research...  ...mechanics • Understanding of SMO financial mechanics including NSCM, site-level EBITDA...  ...• Prior experience in a startup or pre-institutional setting where the job description was a... 
    Local area
    Remote work

    Confidential

    Charlotte, NC
    3 days ago
  •  ...appetite and control coverage.Own Real-Time Decisioning: Design and manage fraud rules, decision logic, and detection strategies within...  ...Experience10+ years in fraud risk, payments risk, or financial crimesDeep expertise in: Account takeover, social engineering,... 
    Full time
    Visa sponsorship

    Vanguard

    Charlotte, NC
    3 days ago
  • $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 time
    Work experience placement
    Internship
    Local area

    RSM International

    Charlotte, NC
    6 hours ago
  • $100k - $160k

     ...Position Overview:The Capital Planning Manager is a tactician responsible for delivering...  ...experience in cost and schedule management, financial planning, facilities management and...  ...Qualifications:Bachelor’s degree from an accredited institution. Preference towards Finance, Engineering... 
    Full time
    Local area
    Immediate start
    Remote work

    Jones Lang LaSalle

    Charlotte, NC
    6 hours ago
  •  ...refreshing new chapter starts here! Job Overview The Manager FP and A role is responsible for the budgeting and forecasting...  ...variances and identifying actions for the business to take to improve financial performance. Also, as a steward of the company's financial... 
    Work experience placement
    Work at office
    Local area

    Coca-Cola Company

    Charlotte, NC
    2 days ago
  • $193.04k - $227.1k

     ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...finance, or resource allocation functions at a large financial institution. Familiarity with bank balance sheet dynamics, regulatory expectations... 
    Full time
    Local area
    Flexible hours

    US Bank

    Charlotte, NC
    3 days ago
  • $29.75 - $47.75 per hour

     ...specific details for this role. Line of Business: Financial Crime Risk Management Job Description: The Financial Crime Risk Investigator...  ...products, policies, and procedures that involve Institutional Clients, Broker-Dealers, and Securities related Investigations... 
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Charlotte, NC
    3 days ago
  • $10 - $30 per hour

    Job DescriptionInfosys is seeking an Associate Engagement Manager for its Financial Services vertical. The person will lead all client...  ...Financial Services partners with leading banking and financial institutions worldwide to accelerate business transformation, modernize... 
    Full time
    Temporary work
    Worldwide

    Infosys Technologies

    Charlotte, NC
    3 days ago
  •  ...A leading global financial institution is seeking an experienced Audit Director to lead Market...  ...stakeholders across Front Office, Risk Management, Finance, and Compliance. The position...  ...risk measurement methodologies, valuation, stress testing, capital frameworks,... 

    Hw3 Llc

    Charlotte, NC
    2 days ago
  • $160k

     ...Senior Tax Accounting Manager North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior...  .../annual ASC 740 tax provision Review deferred taxes, valuation allowances & disclosures Support audits, tax forecasting, and... 
    Full time

    NorthPoint Search Group

    Charlotte, NC
    1 day ago
  •  ...Luxury Automotive Finance Manager (F&I Manager) Location: Charlotte, NC Company: Confidential About Us Mills Auto Group is a...  ...financing options Maintain strong relationships with banks, financial institutions, and manufacturer programs Ensure all deals are processed accurately... 
    Full time
    Temporary work
    Work at office

    Mills Automotive

    Charlotte, NC
    4 days ago
  • $78.5k

     ...disputes, navigating crises, managing risk and optimizing...  ...clients’ strategic, operational, financial and capital needs by addressing...  ...acquisitions, due diligence, valuation, lease consulting, forensic...  ...and Mortgage REITs, financial institutions, investment banks,... 
    Full time
    Work experience placement
    Visa sponsorship
    Work visa

    FTI Consulting

    Charlotte, NC
    1 day ago
  •  ...services to youth Industry Non-Profit Organization Management Type Non Profit Founded 1975 Employees...  ...community-based family centered alternatives to detention and institutional placement juvenile justice child welfare autism... 
    Work at office

    Confidential

    Charlotte, NC
    1 day ago
  •  ...including high-net-worth individuals, strategic foundations, and institutions. This role is pivotal in shaping the organization's growth...  ...receive feedback in a proactive and iterative manner. Hiring Manager Title CEO Functions Marketing Sales/... 

    Confidential

    Charlotte, NC
    2 days ago
  •  ...Direct and coordinate company financial planning and budget management functions to provide leadership a clear picture of the company's performance....  ...decisions. Accounting or Finance Degree from a 4 year institution Minimum 2-3 years of accounting and audit experience.... 
    Contract work
    Work at office
    Local area

    Selby Jennings

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to FVLS Manager- Financial Institution (FI) Valuation. Be the first to apply!