FVLS Manager – Financial Institution Valuation
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Job Description
FI Valuation Manager focusing on high-quality valuation projects in the banking sector. Managing client relationships and expanding consulting footprint while supervising project teams.
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.
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
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