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Financial Assistant jobs in United States, Georgia, Atlanta

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Company
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Job title (1)
United States
Georgia
Atlanta
78 jobs found
08.12.2025
EY

EY EY-Parthenon - Deals Financial Diligence Sell Side Director ... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

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.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here. You will also be helping develop staff and seniors ensuring their career development.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • 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 +.

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 approximately 4 years of related work experience.
  • Significant public accounting 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.
  • 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.
  • Proven ability to identify and assess business and technical issues, distill key insights, and deliver clear, strategic recommendations to executives.

Ideally, you will have

  • A proven record of excellence in audit and/or mergers or acquisitions transaction’s 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.

What we offer you
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. Learn .

  • 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 in all geographic locations in the US is $120,400 to $220,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $144,500 to $250,900. Individual salaries within those 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.
  • 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.
  • 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.


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08.12.2025
BOA

Bank Of America Business Solutions Advisor - Buckhead Financial Center United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Description:


This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

  • Recommends financial advice and guidance that align with client financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

  • Has demonstrated experience and proven success with business-to-business sales and/or small business banking
  • Has strong communication skills with the ability to effectively influence clients
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
  • Has a proven sales track record
  • Can build productive partnerships and working relationships
  • Is experienced with outbound phone sales

Desired Qualifications:

  • Experience with financial information, spreadsheets and financial skills
  • Experience with in-person customer service and sales
  • Experience working with small business clients
  • Experience meeting or exceeding goals
  • A working knowledge of small business products and services
  • Bilingual skills

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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08.12.2025
EY

EY Workplace Services Procurement Assistant Director United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Ability to write detailed documentation required for solution delivery for instructional content for implementing engineers, as well as operational content and diagrams for support engineers. Maintains solid interpersonal skills to...
Description:

Directory Enablement Senior Engineer

As part of dynamic and highly knowledgeable teams, the Directory Enablement Engineer drives the best practices in basic to complex engineering activities aligned to directory services technologies and supports the remediation and implementation directives for the technology as may be identified by or assigned to the Identity & Access Management Services (IAMS) group within Information Security. The role designs and develops said architectural elements or modifications including but not limited to integrated processes, applications, data and technology remediation. The role supports the need for engineered solutions from Information Technology (IT) enterprise architecture directives, as determined by operational requirements from such global operations partners as Identity & Access Management Services (IAMS) within Information Security. The role’s efforts maintain directory technologies (e.g. Active Directory, Entra ID) and other security aligned functions and performs all work in adherence to EY’s compliance standards for technology development and deployment. As part of supporting a continuous process improvement remit, the role is expected to utilize a variety of modern IT systems management technologies for large, complex environments including Configuration Manager, Operations Manager, Powerbroker, Active Roles Server, Sentinel reporting and scripting technologies such as PowerShell.

Your key responsibilities

The role requires an understanding of a hybrid Identity infrastructure utilizing Microsoft Active Directory Domain Services and Microsoft Entra ID.

The role may also require the periodic allocation of additional time on the job to support multiple demands and escalating issues and could be asked to travel to support planned project activities and collaboration.

Skills and attributes for success

  • Ability to write detailed documentation required for solution delivery for instructional content for implementing engineers, as well as operational content and diagrams for support engineers.
  • Maintains solid interpersonal skills to engage with others including senior executives of the firm, in cross business discussions within a matrixed, geographically dispersed organization and to build a solid network of peers and others of influence. Adapts personal communication style to the style of others, develops rapport, stay calm under pressure and escalating issues using advanced oral and written English communication skills.
  • Projects well-defined consultative skill to conduct effective questioning, hone in on key directives to formulate ideas and materials as well as present those ideas clearly and concisely to all levels of the organization including senior and/or executive management.
  • Maintains an advanced comprehensive knowledge of services and applications with the future and forward vision of the IAM processes and operating environment to recognize and position improvement opportunities and next generation solutions achievable through engineering or other technical solutions.
  • Manifests a strong analytical and problem-solving ability to escalate and negotiate complex and conflicting IAM or Information Security aligned engineering issues, handle multiple and shifting IAM engineering priorities across a broad spectrum of operating environments and drive solutions that are both financially sound and operationally feasible.
  • Develops an in depth and continuous understanding of EY’s business and the way IAMS Engineering teams adds to the effectiveness of the EY business. Positions appropriate services and solutions as part of both knowledge sharing and Directory Enablement services positioning.
  • Manage engineering projects by operating within best practices or delegate work as needed utilizing the proper resource, time and project management disciplines across a diverse culture and multiple time zones.
  • Maintains a continuous review of aligned applications and software, servers and networks aligned to the IAM and directory environments including but not limited to the Systems Center Operations Manager Administration, Windows 2016 and 2022 Administration and Infrastructure, perimeter networks (DMZ), Single Sign-On (SSO) configuration and remediation, and Lightweight Directory Access Protocol (LDAP).
  • Maintains advanced and continuous knowledge of the ancillary technologies to be engineered such as Lightweight Directory Services (LDS), Rights Management Systems (RMS) as part of the IAM services to support the time sensitive management, monitoring and automation of Tier 0 technologies and other directives and drive continuous improvement.

To qualify for the role, you must have

  • College degree in related technology field (Computer, Engineering, Science, etc.) or comparable job experiences aligned to Active Directory and/or IAM engineering directives
  • Approximately 8 to 10 years of experience in an engineering role. Able to exhibit a progression of increasingly complex job responsibilities during the period inclusive of project management skills, engineering remediation techniques and project planning and implementation.
  • Certification as a Microsoft Certified Systems Administrator (MCSA)
  • Certification as a Microsoft Certified Solution Expert (MCSE) Core Infrastructure or Productivity
  • 10 years Active Directory
  • 2 years Azure AD
  • 4 years PowerShell scripting

Ideally, you’ll also have

  • Understanding and experience with Azure managed services.
  • Understanding and experience with Cloud service providers, such as AWS.
  • Understanding and experience with System Center Configuration Manager.
  • Powerbroker
  • Active Roles Server
  • Splunk and/or Sentinel

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

  • 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.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions

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08.12.2025
BOA

Bank Of America Credit Solutions Advisor - Perimeter Center Financial United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending...
Description:


This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience


Required Qualifications:

  • Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
    • Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
  • Knowledge of credit and home lending requirements
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
  • Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
  • Strong written and verbal communications skills.
  • Ability to handle ambiguity and adapt to changing circumstances.
  • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
  • Can be flexible to work weekends and/or extended hours as needed.
  • A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
  • Ability to learn and understand technology.
  • Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.

Desired Qualifications:

  • Experience working in a financial center where goals were met or exceeded.
  • Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
  • Knowledge of banking products and services.
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
  • Experience in a loan origination role in a retail environment and knowledge of
  • Mortgage Products (Conventional, Jumbo and HELOC, Government)
  • Structuring, Processing, underwriting and closing procedures
  • Federal regulations governing real estate lending
  • FHA and HUD guidelines
  • Other Lending Products (Credit Card, Vehicle Loans)
  • Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

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07.12.2025
EY

EY EY-Parthenon - Deals Financial Diligence Sell Side Senior As... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

EY-Parthenon – Deals – Financial Diligence – Sell Side – Senior 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.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • 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 +.
  • Ability to identify business and technical issues and/or inconsistencies and develop point-of-view to discuss with senior team members.

To qualify for the role, you must have

  • A bachelor’s degree in accounting or finance and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience
  • Public accounting 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.
  • 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 audit and/or mergers or acquisitions transaction’s 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.

What we offer you
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. Learn .

  • 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 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. 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.
  • 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.
  • 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.


Show more

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07.12.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Description:

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from Academy managers who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

  • Aptitude in obtaining required industry licenses.

  • Must be self-disciplined in managing time and capacity.

  • Experience in cultivating client relationships, accessing needs and recommending solutions.

  • Success creating strong peer relationships through effective communication and collaboration.

  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

  • Executes multiple tasks simultaneously.

  • Learns and adapts to new technology or applications.


Desired Qualifications

  • Currently holds FINRA Securities Industry Essentials (SIE)

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

  • Client Experience Branding

  • Client Solutions Advisory

  • Investment Management

  • Pipeline Management

  • Referral Management

  • Client Management

  • Customer and Client Focus

  • Portfolio Management

  • Prospecting

  • Referral Identification

  • Business Acumen

  • Executive Presence

  • Oral Communications

  • Risk Management

1st shift (United States of America)

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19.11.2025
EY

EY EY-Parthenon - Deals Financial Diligence Sell Side Director United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

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.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here. You will also be helping develop staff and seniors ensuring their career development.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • 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 +.

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 approximately 4 years of related work experience.
  • Significant public accounting 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.
  • 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.
  • Proven ability to identify and assess business and technical issues, distill key insights, and deliver clear, strategic recommendations to executives.

Ideally, you will have

  • A proven record of excellence in audit and/or mergers or acquisitions transaction’s 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.

What we offer you
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. Learn .

  • 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 in all geographic locations in the US is $120,400 to $220,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $144,500 to $250,900. Individual salaries within those 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.
  • 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.
  • 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.


Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

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.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here. You will also be helping develop staff and seniors ensuring their career development.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • 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 +.

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 approximately 4 years of related work experience.
  • Significant public accounting 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.
  • 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.
  • Proven ability to identify and assess business and technical issues, distill key insights, and deliver clear, strategic recommendations to executives.

Ideally, you will have

  • A proven record of excellence in audit and/or mergers or acquisitions transaction’s 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.

What we offer you
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. Learn .

  • 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 in all geographic locations in the US is $120,400 to $220,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $144,500 to $250,900. Individual salaries within those 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.
  • 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.
  • 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.


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