Ey-parthenon - Transaction Diligence jobs at Ey in United States, New York

CNS - BC - FINANCE :

It has multiple fields of play such as:

Supply Chain and Operations - we provide a unique combination of industry-specific, strategic, operational and financial insights, digital technology advances and strategic alliance partners to deliver better outcomes and also help clients effect fundamental change in their operations’ performance to support sales growth, become more cost competitive, minimize risk and ensure operational resilience.

Technical Excellence

• Demonstrated proficiency in financial analysis and modeling to support strategic decision-making. Strong understanding of industry trends and best practices in business consulting, particularly within the finance sector. Proven ability to develop actionable insights through market research and competitive analysis. Experience in designing and implementing business strategies that drive operational efficiencies for clients. Capable of utilizing consulting frameworks and methodologies to deliver effective solutions tailored to client needs.

Qualification

• Master of Business Administration

Experience

• Project Management (6+ years)

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

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.

Skills and attributes for success

• Commercial – as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings.
• Regulatory and Accounting – you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements.
• Taxation – you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues.
• Intangible Assets – within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how.

To qualify for the role, you must have

• A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and approximately 18 months of related work experience.
• Previous Business Valuation experience.
• Financial modeling skills including experience building models from scratch.
• Demonstrated record of solving complex problems and completing challenging projects.
• 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

• Previous valuation experience in professional services/Big 4 Firm.
• Financial services industry experience.
• Financial modeling experience.
• Achievement of or significant progress towards a CFA.
• ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe.
• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client’s goals.

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.

EYIA advises clients on finance, funding, strategy, procurement and public-private partnerships (PPPs) for large-scale infrastructure projects. Our work spans transportation, public buildings/campuses, renewable power, water and other utilities, communications, and resiliency/flood prevention, and other types of essential infrastructure. EYIA and its professionals are registered with the SEC and MSRB to serve as municipal advisors when we advise state and local government clients. You have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. EYIA and its professionals are registered with the SEC and MSRB to serve as municipal advisors when we advise state and local government clients.

Your key responsibilities

As an Associate within Infrastructure Advisory you are likely to spend your day supporting the team in endeavors, to assist clients in developing programs and to advance much-needed improvements into construction and operations, as effectively and efficiently as possible.

Skills and attributes for success

• Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects.
• Perform research, financial analysis and modeling.
• Demonstrate an understanding of capital project/program funding, financing and delivery mechanisms at the local, state and national levels to support analysis of client projects.
• Provide project and program management assistance to clients and project teams on large projects.
• Participate in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients.
• Participate in meetings with assigned clients, as well as interested third parties.
• Contribute to writing and developing key work products, including briefing memoranda, notes, reports, presentations and financial analysis.
• Assist with market tracking and research, business development, proposal writing and creation of marketing materials.
• Develop and mentor team members at the staff and intern levels.

To qualify for the role you must have

• A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1–2 years of related work experience.
• Proven quantitative analytical capabilities.
• Outstanding critical thinking skills.
• Outstanding communication, writing and organizational skills.
• Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector.

• The ability and willingness to travel and work in excess of standard hours when necessary.

have

• Outstanding critical thinking skills with the ability to solve unstructured problems.
• Outstanding communication, writing and organizational skills.
• Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector.
• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for public-private partnerships (PPPs) for large-scale infrastructure projects. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients' goals.

Your key responsibilities

• Client Interaction: As a trusted advisor, you will harvest requirements from the client and translate these into a solution that meets the objectives and principles agreed with the client. You will be part of a pursuit team and lead the technology aspect of it. You will be leveraging your technical knowledge, experience & deep understanding of both – project scope & EY’s technology (focus: SAP-build technology) capabilities/products. You are a technical leader, serving as a liaison among business partners, delivery leadership and pursuit stakeholders.
• Pursuit shaping: This is critical role in the architecture & solution design lifecycle cutting along the pursuit lifecycle. As a Technology Presales Architect, you are a technical leaders with strong understanding of technology and ability to apply it to drive business outcomes. You will provide guidance for the solution & pursuit definition, presales thought leadership, ascertain technical delivery possibilities & costs involved for the top critical business solution implementations - based on various available EY Technology products, tools & processes.
• Technology Presales development by working with a wide variety of internal stakeholders, namely Product Owners (SAP Technology Officers and Product Managers), Business Owners (in the Service Lines), EY SAP Delivery Teams and GDS (Global Delivery Services). The Technology Presales Architect is involved in envisioning, design and development of the pursuit design and response, with a broad focus around EY’s SAP delivery and technology capabilities for the enterprise, industry, platform and solutions. Any identified technology gaps will be addressed through established channels such as available Innovation and product capabilities.

Essential Functions of the Job:

• Presales / Pursuit Architecture & Solutioning for mid to large scale pursuits
• Provide thought leadership of a Technology Presales Architect with the service line pursuit /business teams during deal development, pursuit & close phases.
• Having deep understanding of SAP Technology and EY’s SAP drivers, products, tools & processes to stitch the right solution that delivers value add for the client
• Establish Presales standards, guidelines and procedures to overall increase the success rate of client pursuits for EY overall (and the EY SAP alliance particularly)
• Hands on in creating E2E solution architecture with an alignment with overall EA and IT Roadmap of specific clients.
• Shape RFP responses and bring in incisive insights from Tech experience.
• Bringing the outside in approach, ensure an objective analysis and provide actionable recommendation in the form of underpinned solutions.
• Current As-is Architecture as well as Transition Architecture and roadmap steps to reach the Target Architecture
• Address identified technology gaps during a pursuit cycle to the respective innovation and product teams and come up with innovative, creative mitigation plans / solutions.
• Understand the impact of (emerging) technology, and when this will have impact in what form and how does the business and IT capture that value (translation of potential and impact).
• Identify ways to reduce costs and bringing efficiencies through strong expertise and working knowledge of EY’s technical & business architecture
• Pro-actively contribute to the development of the Presales community and be an ambassador for good Architecture. Assist in onboarding new Technology Presales Architects.
• Maintain relationships with relevant delivery / competence centre teams and actively ensure that implemented solutions follow the (approved) designs, not only during a project but during the entire application life cycle.
• Interact with stakeholders on presales issues and strategic improvements where such expertise is required.
• Coach business owners and pursuit leads on technology presales during the pursuit lifecyle.
• Ensure proper pursuit / deal architecture and technology roadmaps are documented using the templates, Architecture tooling and conforms to standards and utilizes the available reference models.
• Actively work to identify, communicate, mitigate and resolve technology issues and risks. In case solutions cannot be 100% compliant with standards proactively seek input from the relevant function in order to obtain step-out approval.
• Collaborate with Technology Product Teams, influence the Product backlogs and priorities according to the findings of your Presales / pursuit engagements

Skills and attributes for success

• Knowledge on Industry solutions / products.
• Strong tech background – stints in deal development, architecture & strategy or being associated with a technology start-up.
• Having worked on large scale multi-technology, data, analytics deals.
• Technology all-round expertise – Applications, Infrastructure, Digital, Security.
• Having technical / data / application / integration architecture experience.
• Responding to RFPs, shaping client proposals.
• Expertise on solution write-up, making client presentations.
• Excellent Communication Skills in English both written and spoken. Ability to interact with a global audience of customers, partners and a global team
• Good business acumen with outstanding ability in developing strategic ongoing customer relationships, gaining trust of stakeholders and respect for the company through technical leadership.
• Ability to identify technical risks before they occur and to develop mitigation and avoidance strategies.
• Awareness of portfolio management (and the associated principles, tools and techniques).
• Organized and methodical. Ability to initiate, plan and develop according to plan though coping with a level of uncertainty and risk.
• Rigorous, thorough and with a taste for detail.
• Leadership & negotiating skills and ability to drive change using influence and networking.
  

Ideally, you’ll also

• Individual contributor role, hence, should know the art of influence without authority
• Strong experience in offshore/onsite working model and working with different geographies and cultures.
• Certifications and/or experience in Agile Delivery and DevOps would be desirable.
• Architectural training/certifications like TOGAF or IASA is desirable.
• Knowledge on service management framework, especially on areas of service strategy and design (ITIL V3/V4) would be an added advantage
• Regular international and domestic travel.
• BS/MS in Computer Science, Engineering, or a related field.
• 15+ years of technology, business development & thought leadership.

Skills and attributes for success

· Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects.

· Lead in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients.

· Act as a subject-matter resource on capital project/program funding, financing and delivery mechanisms at the local, state and national levels to support analysis of client projects.

· Assist clients in their management of multidisciplinary efforts to advance large-scale projects.

· Assist in leading engagements, including identifying project needs, coordinating client deliverables and communicating status.

· Assist clients in the structuring and closing of financing for infrastructure projects and procurements, including the development, structuring and negotiation of contract terms.

· Perform research, financial analysis and modeling; review and synthesize work by others.

· Lead meetings with and serve as a contact for assigned clients as well as interested third parties.

· Develop and present key work products, including briefing memoranda, reports, presentations and financial analysis.

· Lead business development pursuits and proposal development efforts.

· Mentor, train and supervise team members at all levels.

To qualify for the role you must have

· A bachelor’s degree and at least five years of related work experience, or a graduate degree and at least four years of related work experience.

· Experience with large-scale infrastructure projects with proven project management skills.

· Significant experience structuring infrastructure financing transactions and/or procurements and the commercial aspects of the associated documentation.

· Proven quantitative analytical capabilities; demonstrated ability to build market-accepted financial models is preferred.

· Demonstrated ability to lead multiple teams and projects simultaneously.

· Outstanding communication and organizational skills.

· Strong relationship-building and networking abilities with proven success in business development preferred.

· Intellectually curious, with a strong desire to develop professionally in the infrastructure finance and policy sector.

·The ability and willingness to travel and work in excess of standard hours when necessary.

Ideally you’ll also have

· Outstanding critical thinking skills with the ability to solve unstructured problems.

· Outstanding communication, writing and organizational skills.

· Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector.

·Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for public-private partnerships (PPPs) for large-scale infrastructure projects. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client’s goals.

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 role involves the identification and articulation of key value points related to deal closing mechanics to assist clients in their negotiations of M&A pricing and associated transaction documents. You will interact with deal teams and clients across all stages of the deal continuum including planning, negotiation, signing, closing, and post-closing. The role will enable you to:

• Develop a specialized skill set in a high value-add area for corporate and private equity clients.
• Gain experience on a wide range of transactions (on both the buy-side and the sell-side) in different sectors and markets.
• Improve analytical and negotiation techniques.
• Gain insight into key value levers for clients in negotiating key deal value points and SPAs.
• Advise and support negotiations with senior members of client and counterparty teams along with their advisors.
• Work closely with due diligence teams to identify and mitigate risk for clients.
• Work across borders with our global network of deal professionals.
• Develop a strong internal and external network.

Working closely with clients, their bankers and legal advisers, transaction diligence teams and other SPA Advisory team members to manage and deliver advice around the deal price adjustment mechanisms on M&A transactions, including (i) analysis of cash, debt and working capital adjustments; (ii) preparation of pricing schedules; (iii) reviewing and commenting on the financial aspects of the SPA; (iv) assisting the client with their preparation or review of closing accounts; and (v) performing leakage reviews (on locked box transactions). Your key responsibilities will include:

• Supervising senior associates and associates, with the opportunity to lead and work directly with Partners, Managing Directors, and Senior Directors to provide insightful, deal-relevant points of view and recommendations to the client.
• Supporting client negotiations with the counterparty on transactions.
• Drafting detailed and compelling outputs for clients.
• Building valued relationships with external clients and internal peers to develop a portfolio of projects by focusing on high value opportunities.
• Taking ownership of Quality and Risk Management (Q&RM) to ensure client work is delivered consistently and in compliance with EY's quality standards.
• Communicating with partners and senior directors in a flat team structure.

Skills and attributes for success

• Confident interpersonal skills and a positive attitude.
• Comfortable working both independently or in a team.
• Eagerness to learn and an entrepreneurial mindset.
• Desire to develop strong internal and external networks.
• Strong communication skills.
• Critical thinker with very good attention to detail.
• Ability to work to tight project deadlines.
• Ability to simultaneously handle diverse and pressing assignments and sensitive and adversarial situations.

To qualify for the role, you must have

• A bachelor's degree in Accounting or Finance and 5 years of related work experience; or a graduate degree and 4 years of related work experience.
• Excellent analytical skills and the confidence to translate complex data into meaningful insights.
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
• Solid negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
• Strong skills in Excel, Word, and PowerPoint.
• Strong written and verbal communication skills.
• A team-oriented mindset.
• 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

• A proven record of excellence in a role directly supporting or giving familiarity with mergers or acquisitions transactions.
• An active CPA certification or formal accounting training.
• 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.

What we look for

EY-Parthenon – Deals – Investment Banking - Consumer – Associate

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.

As an M&A Investment Banking Associate you’ll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You’ll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions.

You’ll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of sub sectors.

Your key responsibilities

As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You’ll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and CIPs. You will also help develop team members ensuring their career development.

Skills and attributes for success

• Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions.
• Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates.
• Perform extensive financial analysis, valuation analysis and pro forma financial modeling.
• Identify key issues and potential areas of valuation and transaction risk within engagements.
• Perform In-depth market-sector and company-specific research.

To qualify for the role, you must have

• A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience.
• Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing).
• Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment.
• Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling.
• Efficient use of research databases, and technical ability to analyze data.
• Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization.
• 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

• A proven record of excellence in investment banking with a focus on M&A transactions.
• Established networking skills in the consumer industry.
• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we look for