Manager or Senior Manager, Financial Services Valuation
$120,745–$243,915 year
On-site · Seattle, Washington, United States
Job Summary
Manager or Senior Manager in KPMG's Valuations practice responsible for leading and delivering valuation services for financial assets and liabilities within the financial services industry (including banking, insurance, fintech, Insurtech, and asset management) such as loans and loan portfolios, CRE loans, mortgages, and other financial instruments. Responsibilities include designing and overseeing cash flow modeling for loan portfolios, applying credit loss, prepayment, and discount rate assumptions, analyzing large loan-level datasets, and translating findings into valuation inputs and conclusions; defining the scope of engagements, ensuring quality control, managing risk, and supporting fair value measurements for financial reporting and transaction support; collaborating with cross-functional teams, building client relationships, supporting business development, and mentoring staff. Senior Manager responsibilities add managing engagement risk and financial performance (scoping, budgeting, billing, collections), partnering across practice areas to identify opportunities, and leading practice management initiatives including methodology development and training on loan portfolio valuation topics.
Required Qualifications
- 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/university in accounting, finance, economics, business, or a related quantitative field
- Progress towards completion of the Accredited in Business Valuation (ABV) credential; any individual who does not show progress towards completion of ABV when their employment commences has one year from their date of hire to obtain approved designation/credentials for the hiring practice/service line
- Meaningful, hands-on experience in the financial services industry (e.g., banking, insurance, fintech, specialty lending, Insurtech, asset management), 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, financial institution, or similar professional services environment
- Deep experience leading complex engagements focused on credit/loan portfolio valuation and related financial services valuation topics
- Experience mentoring, counseling, and developing staff and manager level team members; ability to lead multi disciplinary teams across offices and service lines
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