EY-P - Transaction Diligence - Senior

Overview

As a Senior Associate in our transaction diligence team, you’ll be involved in the heart of the action. You’ll work with many of the world’s largest organizations and private equity funds on some of the most complex deals, advising clients throughout the diligence lifecycle on key value drivers while reducing the risks and uncertainty inherent in transactions.

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.

• Identify key trends behind the performance of a business.
• Write reports that set out our findings and recommendations around the key financial and business issues in a transaction.
• Identify innovative ways to further utilize our global delivery services team and new technologies to improve our ability to service our clients.

• Participate in due diligence engagements related to acquisitions or divestments by private equity investor groups and strategic corporate players.
• Analyze financial/operational results of targets through analysis of operational accounting records and conducting interviews with management.
• Identify and analyze potential EBITDA adjustments and prepare normalized EBITDA schedules.
• Identify and quantify GAAP issues as they relate to the valuation of the target.
• Analyze carve‑out issues, as applicable relating to a buy‑side or sell‑side project.
• Identify issues for purchase price reductions, deal structuring or deal termination.
• Identify post‑acquisition/divestiture action steps.
• Evaluate effects of seasonality on cash flow requirements.
• Perform industry and company research.

• A bachelor's degree or graduate degree in Accounting, Finance, Economics, Business, or a related discipline and at least 3 years 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 a 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.
• Must be willing and able to travel up to 25% on short notice.
• Expertise in the Microsoft Office Suite, specifically in using Excel and PowerPoint.

• Interest in roles providing financial due diligence or other related services to financial services and private equity clients and demonstrated experience in related activities.
• Experience gained within another large professional services organization or public accounting experience, including internships.
• Working towards a recognized accounting (CPA, CA, ACCA, ACA) or finance (CFA) designation or equivalent designation.
• Experience with Alteryx, Power BI, Tableau, or other analytics tools.
• Established networking skills in a relevant industry.

We’re interested in talented professionals with the ability to visualize our clients’ goals and think creatively to facilitate them – often in politically charged environments. If you have an entrepreneurial spirit and a genuine passion for taking on new challenges, this role is for you.