Strategy and Transactions - Transaction Diligence - FSO Real Estate- Senior

Location: New York, Dallas, Denver, Miami

SaT – REHC – Transaction Diligence – Senior

EY is a leader in serving the global real estate, hospitality, and digital infrastructure companies. We work with REITs, leading private equity firms, sovereign wealth funds, and operators involved in acquisitions or divestitures.  Our consulting services help our clients execute on large scale transactions, while mitigating risks and planning for the next stage of growth.

The opportunity

As a Transaction Diligence Real Estate Senior, you'll be involved in the heart of the action. You would be working in a team environment with financial due diligence professionals on both buy-side and sell-side due diligence engagements.  Our advice is developed through analyzing reported financial results, profit drivers, and trends, challenging whether historical results reflect run-rate/forecast profitability. Having an appreciation for industry specific practices and key performance indicators. We assist clients in understanding the factors affecting purchase price, post-closing transaction matters and value creation opportunities post-closing.

Your key responsibilities

As a Senior in Transaction Diligence Real Estate team, you would be focused on:

• Leading analysis of financial data.
• Identifying key trends behind the performance of a business.
• Discussing business performance and forecast assumptions with executive management teams.
• Compiling and formatting data into excel-based workbooks.
• Helping write reports that set out the findings and recommendations around the key financial and business issues in a transaction.
• You will also be helping to identify 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

• Collaborating with Partners, Senior Managers and Managers to facilitate financial due diligence projects.
• Analyzing financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with senior management teams.
• Identifying financial factors affecting the purchase price and deal structure.
• Fundamental understanding of correlation between balance sheet, income statement and cash flows.
• 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.
• Strong and current knowledge of US Generally Accepted Accounting Principles (GAAP)

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 the skills to adapt quickly to new challenges and concepts.
• Aptitude to work in 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.
• The ability and 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 real estate focused clients.
• A proven record of excellence in audit and/or mergers or acquisitions transaction’s role. 
• An active CPA certification preferred.
• Experience gained within another large professional services organization or public accounting experience.
• Experience with Excel, Alteryx, Power BI or other analytics tools.
• Established networking skills in a relevant industry.

What we look for

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

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.