FVLS Manager- Financial Institution (FI) Valuation

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.

• 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.

• 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.

• 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.