EY-Parthenon - Deals - Financial Diligence - Buy Side - Senior Associate

Location: Dallas, Atlanta, Boston, Chicago, Houston, Los Angeles, McLean, New York, San Francisco, San Jose

About the role

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 Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Buy Side practice, you'll be involved in the action. You'll work with many of the world's largest organizations, fastest-growing companies and private equity firms on some of the most complex deals. You'll be part of our team advising clients throughout the diligence lifecycle on key drivers to increase value and reduce the risks and uncertainty inherent in transactions. You'll be working in a team environment with financial due diligence professionals on a variety of projects across a range of sectors. Our team works to understand the client's business profit drivers and trends, as well as challenge assumptions of future performance and assist with purchase agreements and post-closing transaction matters.

Responsibilities

• Analyze financial data and identify key trends behind the performance of a business.
• Discuss business performance and forecast assumptions with team management.
• Help write reports that set out findings and recommendations around key financial and business issues in a transaction.
• Support the development of staff to ensure their career growth.
• Execute financial diligence project work as a vital member of the team.

Requirements

• A bachelor’s degree in accounting or finance and a minimum of 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience.
• Public accounting experience.
• Transaction experience is a plus.
• Excellent analytical skills and the confidence to translate complex data into meaningful insights.
• Ability to prioritize effectively on projects and adapt quickly to new challenges and concepts.
• Solid negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
• Must either reside in or be in a commutable distance to your office location for this position.
• 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.

Preferred Qualifications

• A proven record of excellence in an audit and/or a M&A transactions role.
• An active CPA certification.
• Experience gained within another large professional services organization.
• Established networking skills in a relevant industry.
• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

Skills

• Ability to handle financial due dilence engagements.
• Experience analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records and conducting interviews with management.
• Ability to identify negotiation factors for purchase price and deal structuring.
• Up-to-date knowledge on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients.
• Excellent Microsoft Excel skills, including the ability to process, manipulate, and concisely present large amounts of data; knowledge of Alteryx and Microsoft Power BI is a plus.

What We Look For

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

Benefits

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

• Comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
• Medical and dental coverage, pension and 401(k) plans.
• A wide range of paid time off options, including flexible vacation policy where you decide how much vacation time you need based on your personal circumstances.
• 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.

Pay

The base salary range for this job in all geographic locations in the US is $96,800 to $159,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,000 to $181,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Schedule

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client-serving roles to work together in person 40-60% of the time over the course of an engagement, project, or year.