The Opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

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 is a recognized leader in the field. We advise clients on strategic planning, regulatory compliance, financial reporting, taxation, and fair market value documentation. Team members benefit from varied engagements, structured mentorship, and formal learning opportunities designed to foster professional growth and leadership.

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.

• Manage client assignments from inception through completion, ensuring delivery of high-quality work, compliance with all relevant regulations, and adherence to project timelines.
• 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.
• Mentor, develop, and supervise junior team members, promoting a culture founded on continuous professional development and excellence.
• Remain current with industry advancements, regulatory updates, and valuation practices, and integrate such insights into client offerings.

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 abilities, quantitative skills, and proficiency in financial modeling, with a capacity for distilling complex data into actionable recommendations.
• Exceptional communication and presentation skills, with proven experience influencing stakeholders at all organizational levels.
• Superior project management capabilities, with a demonstrated ability to balance competing priorities in a demanding environment.
• Unwavering commitment to integrity, innovation, and the highest standards of 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.
• Advanced understanding of corporate finance principles, business analysis, and strategic advisory.
• Proficient in developing financial models independently.
• Demonstrated success in resolving complex problems and challenging projects.
• Significant experience in business valuation, corporate finance, or financial advisory within the financial services sector.
• Ability to reside within or travel to a commutable distance from your assigned office.
• 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.
• Progress towards or completion of the CFA designation.
• Proficiency with artificial intelligence tools and emerging technologies relevant to valuation and corporate finance.
• Demonstrated ability to lead multi-disciplinary teams and manage complex, cross-jurisdictional engagements.
• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we look for

• Strategic and analytical thinkers with a commitment to delivering value and driving innovation within the industry.
• Self-directed professionals who prosper in collaborative, diverse, and challenging environments.
• Individuals possessing a strong analytical acumen, intellectual curiosity, and adaptability to evolving circumstances.
• Leaders who inspire trust, promote professional development, and embody EY’s core values.