EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Director at EY | Chicago, IL, US | Rezi

EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Director at EY

EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Director

EY · Chicago, IL, US

Yesterday

EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Director

EY · Chicago, IL, US

a day ago
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About the Role

EY-Parthenon's Corporate Finance Business Valuation Financial Services practice advises financial-services clients on the fair value of complex, illiquid and hard-to-value investments. Our work supports financial reporting, fund governance, investor reporting and transaction decision-making. Team members gain exposure to varied portfolios, complex capital structures, senior client stakeholders, structured mentorship and formal learning opportunities.

Responsibilities

  • Lead and oversee corporate finance and valuation engagements, including business valuations, strategic initiatives, M&A and optimizing value for clients in the financial services sector.
  • Lead portfolio valuation assignments from scoping through final delivery, including engagement economics, staffing, quality, risk management and deadlines.
  • Collaborate effectively with client management and internal audit teams to support financial reporting, transaction analysis and strategic initiatives.
  • Act as a strategic advisor to management aimed at improving business performance and maximizing value.
  • Lead business valuations for M&A, financial reporting, tax purposes and strategic advisory.
  • Manage the valuation of intangible assets, including brand names, deposit intangibles, customer relationships, licenses, patents, and technology.
  • Establish and cultivate robust client relationships, identify emerging business opportunities, and contribute to the expansion of EYP’s service capabilities.
  • Develop trusted client relationships, identify opportunities to expand portfolio valuation services and contribute to proposals, thought leadership and market initiatives.
  • Mentor, develop and supervise team members while promoting consistent methodology, efficient execution and a culture of continuous learning.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field and at least 5 years of related business valuation work experience; or a graduate degree and at least 4 years of related business valuation work experience.
  • Significant experience leading portfolio valuation, business valuation or financial advisory engagements involving private or illiquid investments.
  • Advanced knowledge of private equity, private credit and complex investment structures, including debt, preferred equity and convertible instruments.
  • Demonstrated ability to select and apply appropriate valuation methodologies and independently review complex financial models.
  • Proven success managing client relationships, engagement teams, competing priorities and challenging technical matters.
  • The expectation for this role is in person teaming, at client site or in an EY office, a minimum of 60% of the time or on average 3 days a week over the course of an engagement, project or performance year.
  • Must reside in or be in a commutable distance to your office location for this position.
  • Ability and willingness to travel and work in excess of standard hours when necessary.
  • In certain circumstances, travel may be required beyond your work location based on client and project needs.

Skills

  • Demonstrated expertise in commercial, valuation, corporate finance, regulatory and accounting matters specific to financial services.
  • Comprehensive understanding of corporate finance principles, business analysis, and valuation methodologies/techniques.
  • Advanced analytical, quantitative and financial-modeling skills, with the ability to evaluate complex capital structures and investment terms.
  • Ability to synthesize company, industry, market and transaction information into clear, well-supported valuation conclusions.
  • Strong written, verbal and presentation skills, including the ability to communicate technical valuation matters clearly to clients and review teams.
  • Commitment to quality, professional skepticism, collaboration, integrity and exceptional client service.
  • Prior experience in valuation and corporate finance within a professional services or Big 4 environment.
  • Extensive Background in the financial services industry.
  • Advanced financial-modeling expertise, including scenario, sensitivity, waterfall, option and yield analyses.
  • Progress towards or completion of the CFA designation.
  • Experience advising valuation committees, boards, fund finance teams and auditors on fair value matters and valuation governance.
  • Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
  • Analytical professionals with an investor mindset and a commitment to producing well-supported, decision-useful valuation conclusions.
  • Self-directed team members who thrive in collaborative, diverse and deadline-driven environments.
  • Individuals possessing a strong analytical acumen, intellectual curiosity, and adaptability to evolving circumstances.
  • Professionals who build trust, support the development of others and embody EY's values.

Location

  • New York
  • Chicago

Work Type

  • In-person teaming
  • Travel

Experience Level

  • At least 5 years of related business valuation work experience with a Bachelor's degree
  • At least 4 years of related business valuation work experience with a graduate degree

Education Level

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
  • Graduate degree

Salary/Compensations

  • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $145,900 to $243,100
  • Bay Area California offices – $152,000 to $253,300
  • All other offices locations in the US, including Sacramento – $121,600 to $222,800

Benefits

  • Medical and dental coverage
  • Pension and 401(k) plans
  • Wide range of paid time off options
  • Flexible vacation policy
  • Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

About the Company

  • EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
  • Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
  • EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions.
  • Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Equal Opportunity

  • EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
  • EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities.