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 Director is an entrepreneurial leader responsible for spearheading the Financial Institution vertical. This role focuses on overseeing complex valuation projects specifically for the banking and financial services sector, including M&A purchase accounting and PCAOB audit reviews. As a "practice builder," the Director will provide strategic leadership, manage high-level client relationships and leverage an existing book of business to expand our external consulting footprint. This role is designed for a high-impact professional from a large firm background looking to lead and shape a specialized valuation platform from day one.
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Responsibilities:
•Lead and manage engagements related to FI-specific valuations, including CECL requirements, Mortgage Servicing Rights (MSR), Core Deposit Intangibles, and FHLB advances.
•Serve as the primary Subject Matter Expert (SME) for the group’s assurance work, reviewing approximately 30 PCAOB FI client valuations annually to ensure reasonableness for regulatory scrutiny.
•Proactively grow the FI consulting practice by maintaining and expanding a personal book of business and client list.
•Spearhead the hiring and mentorship of a dedicated team of Managers and Seniors to support the growing FI vertical.
•Review third-party valuation reports and provide high-level consultative support to audit teams regarding assumptions and technical modeling.
•Provide same-service valuation support to external bank clients undergoing acquisitions or regulatory reviews.
•Other duties as assigned within the scope of the practice.
Requirements:
•Bachelor’s degree in Accounting, Finance, Economics, or a related field.
•10+ years of relevant valuation experience, with a focus on Financial Institutions.
•Proven experience at a Top 20 or Big 4 accounting firm; must be comfortable with the scrutiny of public company audit reviews.
•CPA required and one of the following certification ASA, CFA, ABV is preferred.
•Documented track record of business development and an entrepreneurial spirit ("Dying to build a book").
•Strong technical background in ASC 805 and the specific valuation requirements unique to financial institutions and bank reporting.
We 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 professionally
NOTICE TO 3RD PARTY RECRUITERS
Notice 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 REQUIREMENTS
The 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 Requirements
While 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 focus
Cognitive/Mental Requirements
While 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.