EY-Parthenon Deals Financial Diligence Financial Services Senior Associate

The opportunity

EY-Parthenons unique combination of transformative strategy transactions and corporate finance delivers real-world value solutions that work in practice not just on paper. Benefiting from EYs full spectrum of services weve reimagined strategic consulting to work in a world of increasing complexity.

With deep functional and sector expertise paired with innovative AI-powered technology and an investor mindset we partner with CEOs Boards Private Equity and Governments every step of the way enabling you to shape your future with confidence.

The potential for error is high in an environment where speed is critical. Companies looking for local and global deals face strong competition for quality assets and stakeholder scrutiny regarding acquisitions. M&A success starts with comprehensive diligence its the only way to understand if the deal is the right decision at the right price.

As a Senior Associate with EY-Parthenons Deals Financial Diligence Financial Services practice youll be involved in the action. Youll work with many of the worlds largest financial services organizations and private equity funds on some of the most complex deals. Youll be part of our team advising clients throughout the diligence lifecycle on key value drivers while reducing the risks and uncertainty inherent in transactions.

Your key responsibilities

As a Senior Associate with EY-Parthenons Deals Financial Diligence Financial Services practice youll be working in a team environment with financial due diligence professionals on both buy-side and sell-side due diligence across the financial services industry including but not limited to the following sectors:

• Wealth and asset management: Investment managers hedge funds wealth managers fund administrators and adjacent services companies and adjacent technology companies.
• Banking & capital markets: Investment banking broker dealers exchanges banks specialty finance cryptocurrency etc. and adjacent technology companies.
• Insurance: Carriers administrators brokers MGAs and underwriters in the life health accident and property & casualty spaces and adjacent technology companies.
• Professional services.

As a Senior Associate with EY-Parthenons Deals Financial Diligence Financial Services practice youll serve both private equity and corporate clients by gaining an understanding of the business operations and historical results of the client or target to identify and advise on the financial risks related to the transaction. Our advice is developed through analyzing historically reported financial information profit drivers and trends challenging whether historical results reflect run-rate/forecast profitability. Having an appreciation for industry specific practices and key performance indicators drives the uniqueness of the due diligence process for financial services businesses. We assist clients in understanding the factors affecting purchase price and post-closing transaction matters.

Skills and attributes for success

• Experience working with Partners Senior Directors and Directors to facilitate financial due diligence engagements.
• Ability to analyze financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with executive management.
• Ability to identify financial factors affecting the purchase price and deal structure.
• Knowledge of quality of earnings net assets and cash flows.
• Experience researching industry trends and new technologies to provide knowledge and insight to clients through dynamic analysis.
• Excellent Microsoft Excel skills including the ability to process manipulate and concisely present large amounts of data; knowledge of Alteryx and Microsoft Power Bi is a .

To qualify for the role you must have

• A bachelors degree in Accounting and/or Finance and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience.
• Excellent analytical skills and the confidence to translate large complex datasets into meaningful insights.
• Ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
• Aptitude to work in fast paced deadline driven environment.
• Excellent oral and written communication skills.
• Must be able to assist in delivering insightful analysis in response to key internal and external stakeholders requests.
• Expertise in the Microsoft Office Suite specifically in using Excel and PowerPoint.
• You must either reside in or be in a commutable distance to your office location for this position.
• The ability and willingness to travel and work in excess of standard hours when certain circumstances travel may be required beyond your work location based on client and project needs.

Ideally you will have

• Experience in roles providing financial due diligence or other related services to financial services and private equity clients.
• A proven record of excellence in audit and/or mergers or acquisitions transactions role.
• An active CPA certification.
• Experience gained within another large professional services organization or public accounting experience.
• Experience with Alteryx Power BI Tableau or other analytics tools.
• Established networking skills in a relevant industry.
• Knowledge of how to leverage firm-approved AI tools in a business setting including Microsoft Copilot.

What we look for

Were interested in talented professionals with the ability to visualize our clients goals and think creatively to facilitate them. If you have an entrepreneurial spirit and a genuine passion for taking on new challenges this role is for you.