FVLS Director– Financial Institution (FI) Valuation in United States at Jobgether
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Job Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a FVLS Director– Financial Institution (FI) Valuation in United States.
This senior leadership role sits at the intersection of financial institution expertise, valuation services, and strategic practice development. The position is designed for a highly experienced valuation professional who will lead complex FI-focused engagements, shape a growing consulting vertical, and serve as a trusted SME for audit and advisory work. You will oversee high-stakes valuation projects including banking assets, regulatory reporting, and M&A-related analyses while ensuring technical excellence and regulatory readiness. In this role, you will also play a key part in expanding client relationships and developing a sustainable book of business. Acting as both a technical authority and entrepreneurial builder, you will help define the direction of a specialized FI valuation practice. This is a high-impact opportunity within a collaborative, fast-growing environment that values leadership, autonomy, and expertise.
- Lead and oversee complex valuation engagements for financial institutions, including CECL models, mortgage servicing rights, core deposit intangibles, and FHLB-related analyses, ensuring technical accuracy and regulatory compliance.
- Serve as a subject matter expert for FI assurance work, reviewing valuation reports for PCAOB audits and providing defensible insights on assumptions and methodologies.
- Drive business development efforts by maintaining and expanding a personal portfolio of FI clients and identifying new consulting opportunities within the banking and financial services sector.
- Build and mentor a high-performing team of managers and senior professionals, fostering technical excellence and strong execution capabilities within the FI valuation practice.
- Provide expert advisory support to audit teams and external clients on valuation methodologies, M&A accounting, and regulatory reporting requirements.
- Contribute to practice growth strategy, including process development, client engagement standards, and expansion of the FI valuation service line.
- Bachelor’s degree in Accounting, Finance, Economics, or a related field; advanced credentials strongly preferred.
- 10+ years of valuation experience with a strong focus on financial institutions, ideally within a top-tier or Big 4 accounting environment.
- CPA required; additional certifications such as ASA, CFA, or ABV strongly preferred.
- Deep technical knowledge of ASC 805 and FI-specific valuation frameworks, including regulatory and audit standards.
- Proven experience managing PCAOB-level audit scrutiny and delivering defensible valuation analyses under regulatory review.
- Strong business development track record with an entrepreneurial mindset and ability to grow and manage a client portfolio.
- Demonstrated leadership in building and managing high-performing teams, with the ability to translate complex technical concepts into actionable guidance.
- Strong executive presence, communication skills, and confidence in engaging with regulators, audit partners, and senior client stakeholders.
- Competitive compensation aligned with experience and market standards
- Flexible work schedules supporting work-life integration
- Generous paid time off, including extended holiday break periods
- Paid parental leave, including maternity, adoption, and caregiver support
- Comprehensive health, dental, and vision insurance coverage
- Mental health support, wellness coaching, and employee assistance programs
- Leadership development programs and one-on-one professional coaching
- Access to career growth initiatives and immersive personal development experiences
- Inclusive and collaborative workplace culture focused on long-term growth and impact.