EY-Parthenon - Deals - Financial Diligence - Financial Services - Director

EY-Parthenon
- Deals
- Financial Diligence
- Financial Services
- Director

Location:

New York, Chicago, Charlotte, Dallas, San Francisco

EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real‑world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve 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; it’s the only way to understand if the deal is the right decision at the right price.

As a Director with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you’ll be right at the heart of the action. You’ll work with many of the world’s largest financial services organizations and private equity funds on some of the most complex deals. You'll advise clients throughout the diligence lifecycle on key value drivers while reducing the risks and uncertainty inherent in transactions.

You’ll be working in a team environment with financial due diligence professionals on both buy‑side and sell‑side due diligence across the financial services sector, including but not limited to the following sectors:

• Wealth and asset management:
  Investment managers, hedge funds, wealth managers.
• Insurance:
  Carriers, administrators and underwriters in life, health, accident, and property & casualty spaces.
• Real Estate, Infrastructure, Hospitality:
  Real estate (residential, multifamily, office, retail, industrial), Hospitality (lodging / entertainment owners and operators), Infrastructure (energy transition, digital infrastructure, transportation, waste management, social infrastructure).

Our team serves 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 profitability and having an appreciation for industry specific practices and key performance indicators.

We assist clients in understanding the factors affecting purchase price and post‑closing transaction matters.

• Identifying key trends behind the performance of a business.
• Discussing business performance and forecast assumptions with senior management at the client and/or target.
• Writing reports that set out our findings and recommendations around the key financial and business issues in a transaction.
• Coaching and developing staff and senior associates to ensure their career development.
• Helping to identify innovative ways to further utilize our global delivery services team and new technologies to improve our ability to service our clients.

• Working with Partners, Principals, Managing Directors, and Senior Directors to facilitate financial due diligence engagements.
• Analyzing financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with executive management.
• Identifying financial factors affecting the purchase price and deal structure.
• Demonstrating knowledge of quality of earnings, net assets, and cash flows.
• Researching industry trends and new technologies to provide knowledge and insight to clients through dynamic analysis.

• A bachelor's degree in Accounting and/or Finance and 5 years of related work experience; or a graduate degree and approximately 4 years of related work…