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

The Opportunity

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.

EY-Parthenon's Corporate Finance Business Valuation Financial Services practice advises asset managers, private equity firms, private credit funds, hedge funds, business development companies, institutional investors and other 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 across private equity, private credit, structured products, convertible and preferred securities, and other alternative investments. Team members gain exposure to varied portfolios, complex capital structures, senior client stakeholders, structured mentorship and formal learning opportunities.

Your key responsibilities

As a Director within EY-Parthenon’s Corporate Finance Business Valuation Financial Services practice, you will 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. Your contributions will be integral in providing rigorous analysis and actionable recommendations.

• 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.

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/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.

To qualify for the role, you must have

• 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.
• You must either reside in or be in a commutable distance to your office location for this position.
• The 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. 

Ideally, you will have

• 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.

What we look for

• 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.

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• 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 base salary range for this job is: 
• • 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
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.                                              

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

EY  |  Building a better working world

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.

All in to shape the future with confidence.

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. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process,  please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected].