Strategy and Transactions - Transaction Diligence - Financial Services - Senior

Strategy and Transactions - Transaction Diligence - Financial Services - Senior

Location : New York, Chicago, San Francisco, Charlotte

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you.

Join us and build an exceptional experience for yourself, and a better working world for all.

The opportunity

As a Transaction Diligence Senior Financial Services Office, you'll be involved in 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, advising clients throughout the diligence lifecycle on key value drivers while reducing the risks and uncertainty inherent in transactions.

Your key responsibilities

• Leading analysis of historical financial data.
• Identifying key trends behind the performance of a business.
• Discussing business performance and forecast assumptions with senior management.
• Helping write reports that set out the findings and recommendations around the key financial and business issues in a transaction.
• Identifying innovative ways to further utilize our global delivery services team and new technologies to improve our ability to service our clients.

Skills and attributes for success

• Working with Partners, Senior Managers and Managers 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.
• Constantly researching industry trends and new technologies to provide knowledge and insight to clients through dynamic analysis.

To qualify for the role, you must have

• A bachelor's degree in Accounting and / or Finance and 2 years of related work experience; or a graduate degree and approximately 18 months 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 adapt quickly to new challenges and concepts.
• Aptitude to work in fast-paced, deadline-driven environment.
• Excellent oral and written communication skills.
• Willingness to travel and work in excess of standard hours when necessary.
• Expertise in the Microsoft Office Suite, specifically in using Excel and PowerPoint.

Ideally, you'll also have

• Experience in roles providing financial due diligence or other related services to financial services and private equity clients.
• A proven record of excellence in audit and / or mergers or acquisitions transactions role.
• An active CPA certification.
• Experience with Alteryx, Power BI, Tableau, or other analytics tools.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.

The salary range for this job in most geographic locations in the US is $84,000 to $138,600.

For those living in California, please click here for additional information.

EY is an equal opportunity, affirmative action employer providing 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.

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