Manager · Large regional
Elliott Davis Advisory, LLC · Charlotte, North Carolina · Hybrid
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Manage and execute complex financial institution valuation engagements and support PCAOB audit reviews.
Worth knowing: Focus includes CECL, MSR, Core Deposits and FHLB advances
WHO WE ARE Elliott 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. 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.
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