Corporate Finance - Business Valuation - Financial Services - Director

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

Location:

New York, Chicago

EY is a leader in serving the global financial services marketplace and the only professional services firm with a dedicated business unit for this industry – the Financial Services Organization (FSO). EY-Parthenon’s Corporate Finance – Business Valuation practice is a recognized leader, advising clients on strategic planning, regulatory compliance, financial reporting, taxation, and fair market value documentation across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.

We partner with CEOs, Boards, Private Equity and Governments, leveraging deep functional and sector expertise, AI‑powered technology, and an investor mindset to deliver actionable recommendations and real‑world value.

Your

Key Responsibilities

• Lead and oversee corporate finance and valuation engagements, including business valuations, M&A, and strategic initiatives for financial services clients.

• Manage client assignments from inception through completion, ensuring high‑quality work, regulatory compliance, and adherence to project timelines.

• Collaborate 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 expanding EY’s service capabilities.

• Mentor, develop, and supervise junior team members while fostering continuous professional development and excellence.

• Stay current with industry advancements, regulatory updates, and valuation practices, integrating insights into client offerings.

Skills and Attributes for Success

• 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.

• Advanced analytical and quantitative skills; proficiency in financial modeling and the ability to distill complex data into actionable recommendations.

• Exceptional communication and presentation skills, with proven experience influencing stakeholders at all organizational levels.

• Superior project management capabilities, balancing competing priorities in demanding environments.

• Unwavering commitment to integrity, innovation, and the highest standards of client service.

Qualifications

• 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 experience.

• Advanced understanding of corporate finance principles, business analysis, and strategic advisory.

• Proficient in developing financial models independently.

• Demonstrated success in resolving complex problems and challenging projects.

• Significant experience in business valuation, corporate finance, or financial advisory within the financial services sector.

• Ability to reside within or travel to a commutable distance from the assigned office.

• Willingness to travel and work beyond standard hours when necessary.

Preferred Experience

• 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.

• Progress toward or completion of the CFA designation.

• Proficiency with artificial intelligence tools and emerging technologies relevant to valuation and corporate finance.

• Demonstrated ability to lead multi‑disciplinary teams and manage complex, cross‑jurisdictional engagements.

• Knowledge of how to leverage firm‑approved AI tools, including…