EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Director
EY · Chicago, IL, US
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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.