Manager or Senior Manager, Financial Services Valuation

KPMG is currently seeking a Manager or Senior Manager, Financial Services Valuation to join our Valuations practice.

• Manage and deliver valuation services related to a variety of financial assets and liabilities within the financial services industry, including banking, specialty lending, insurance, fintech, Insurtech, and asset management. This includes individual loans and portfolios of commercial real estate loans, residential mortgages, commercial & industrial loans, construction loans, auto loans, other consumer loans, specialty finance products, and more.
• Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan‑level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
• Design the scope of work for engagements, oversee day‑to‑day project activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements.
• Support fair value measurements of loan portfolios for financial reporting, transaction support (both buy and sell side), portfolio acquisitions/sales, and other strategic and risk‑management purposes.
• Collaborate with cross‑functional teams (e.g., accounting advisory, modeling, credit risk, transaction advisory, audit) to deliver integrated solutions to clients in the financial services sector.
• Build, maintain, and enhance client relationships across financial services sectors; review third‑party appraisals for audit support and other purposes; assist in business development efforts; collaborate with other KPMG practices to build cross‑functional relationships and integrated solutions.
• Supervise, mentor, and develop staff; provide timely and effective performance feedback and on‑the‑job training.

• Manage risk and financial performance of engagements, including scoping, pricing, budgeting, billing, and collections.
• Team with other professionals, both externally and within KPMG, to identify new marketplace opportunities and grow the KPMG EVS practice.
• Play a key role in practice‑management initiatives, including methodology development, innovation, quality control, and training on credit and loan portfolio valuation topics.

• Minimum five years of recent experience in financial advisory and valuation within a business, valuation firm, or valuation practice of an audit, tax, and advisory firm, with a strong finance and/or accounting background.
• Bachelor’s degree from an accredited college or university in accounting, finance, economics, business, or a related quantitative field.
• Progress toward completion of the Accredited in Business Valuation (ABV) credential; any individual who does not show progress toward completion of ABV when employment commences has one year from their date of hire to obtain the approved designation or credentials for the hiring practice.
• Meaningful, hands‑on experience in the financial services industry with a focus on credit/loan portfolio analytics and valuation; significant experience with valuation of financial instruments and other financial assets/liabilities in the financial services industry.
• Excellent written and verbal communication skills; strong analytical and financial modeling capabilities; ability to work well in a team environment and a commitment to mentoring and developing staff.
• Demonstrated ability to oversee multiple valuation engagements simultaneously and manage client relationships.
• Familiarity with CECL or loan accounting and how they may interact with loan portfolio valuation preferred.
• Experience with fair value measurements of financial instruments for financial reporting and/or transaction support preferred; experience with large data processing and analytics tools (e.g., Alteryx, Python, or similar) preferred.

• Minimum eight years of recent experience with corporate and/or financial services valuation in an accounting firm, valuation firm,…