United States, New York, Finance Specialist jobs

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.

Key Responsibilities:

• Assist in the assessment of the client’s controllership function including drafting current state process documentation and future state implementation roadmaps.
• Support clients during controllership transformation journeys including implementation of process optimization initiatives.
• Assist in drafting risks and controls frameworks and helping clients remediate control deficiencies.
• Be able to understand and articulate the accounting and controls implications of changes to controllership processes.
• Provide clients with accounting assistance or transactions support as necessary.
• Lead project management activities.
• Support business development initiatives.
• Support Managers and Senior Managers with solution-specific requests and needs.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
• 3-5 years of experience in public accounting, financial advisory, industry, or a related field.
• Foundational understanding of finance and accounting processes, including upstream business processes.
• Operational accounting experience is a plus.
• Strong PowerPoint and Excel skills.
• Strong analytical and problem-solving skills, with the ability to think critically and operate independently.
• Familiarity with AI, automation, and dashboarding tools and their application in accounting and finance.
• Knowledge and/or experience with digital technologies and their impact on the record to report process including analytical tools, close and reporting tools, and ERP systems.
• Excellent communication and collaboration skills.

• Proactive attitude and willingness to take initiative, contribute, and think outside the box.

• The ability and willingness to travel and work in excess of standard hours when necessary
• Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.

Ideally, you'll also have

• A master's degree in Accounting, Finance, or complementary discipline such as data analytics.

Transformation Architecture and Delivery_ Senior Consultant

You’ll contribute to the design and delivery of business and solution architecture frameworks, product management approaches, and value realization structures. Your work will support the implementation of transformation offices (TMO, VMO, EPMO) and help clients optimize performance across workstreams.

Key Responsibilities

As a Senior Consultant, you will:

• Support the setup and operation of transformation management structures (TMO, VMO, EPMO).
• Collaborate with client and EY teams to design and deliver business and solution architecture frameworks.
• Contribute to product and program road mapping, maturity assessments, and value tracking.
• Assist in managing project timelines, budgets, and quality standards using Agile and Waterfall methodologies.
• Identify process improvement opportunities and support the implementation of innovative solutions.
• Participate in the delivery of complex technical initiatives and transformation programs.
• Travel as needed to support client engagements.

Skills and Attributes for Success

To thrive in this role, you’ll bring:

Core Competencies

• Strategic Transformation leadership, including TMO/PMO oversight, Agile Program Management (SAFe, Scrum), and end-to-end delivery.
• Expertise in Risk and Resource Management across workstreams and organizational levels.
• Proven experience in operating model design, governance model development, and change management transformation.
• Strong capabilities in business case development, ideation and storytelling, advanced data modeling, and value realization.
• Budget ownership and maintenance for projects exceeding $1M.
• Technology strategy and implementation, including AI, LLM, RPA, and ERP (SAP/Cloud) integration.
• Advanced knowledge of performance management, process improvement, portfolio strategy, cost optimization, and technology deployment.

Leadership & Collaboration

• Demonstrated success leading cross-functional teams as a workstream lead, deliverable owner, and mentor.
• Skilled in C-Suite advisory, executive communications, and facilitating organizational workshops or large-scale presentations.
• Ability to manage tasks and workstreams independently or as part of a team.
• Builds strong relationships across EY practices and with client stakeholders.

Strategic & Analytical Attributes

• Technical proficiency combined with strong business acumen, with a focus on quality and risk management.
• Initiative in identifying opportunities for improvement and innovation.
• Experience with tools and techniques used in transformation delivery.
• Data-driven decision-making with a results-focused and innovative mindset.

Personal Attributes

• Strong leadership presence with concise and effective communication skills.
• Proactive problem solver with a curious, growth-oriented mindset.
• Demonstrates agility, adaptability, and thrives in collaborative, large-team environments.
• Flexible storytelling tailored to diverse audiences.
• Deep market and industry knowledge to inform strategic decisions.

To Qualify, You Must Have

• A bachelor’s degree (required); advanced degree is a plus.
• At least 2 years of client facing consulting experience, preferably in a professional services or management consulting firm, or similar environment with comparable experience in industry sector noted below.
• Exposure to business process documentation and enhancements and solution architecture, product and portfolio management, and program delivery.
• Experience supporting transformation initiatives. For example;
• TMO/EPMO setup and operations
• Familiarity with change management and delivery methodologies.
• Strong problem-solving skills and digital fluency.
• Excellent oral and written communication skills.
• Willingness to travel (estimated at 60–80%).

Ideally, You’ll Also Have

• A degree in Computer Systems, Engineering, Economics, or Business.

• ERP or AI/Data Fabric implementations or central data office experience

• Certifications such as PMP, Six Sigma, or Agile-related credentials.
• Sector experience in industries such as Technology, Media and Telecommunications (TMT), Private Equity (PE), Industrials and Energy, including Oil, Gas and Chemicals and Power and Utilities (P&U), Media & Entertainment, Consumer and Health including Health, Life Sciences, or Consumer Products and Retail
• Experience supporting pursuit efforts and contributing to RFP responses.
• Experience in professional services client-facing consulting
• Effective stakeholder engagement skills.

What We Look For

We’re looking for collaborative, curious professionals who bring structure, creativity, and insight to transformation programs. Success in this role requires a balance of analytical thinking, delivery focus, and relationship-building. If you’re ready to grow your consulting career while helping clients achieve meaningful outcomes, we’d love to hear from you.

Our EPM team combines deep financial planning expertise with modern technology solutions to solve our clients’ most pressing challenges. You’ll guide clients through the complexities of Enterprise Performance Management—from redesigning FP&A processes to implementing technology-enabled planning, budgeting, and forecasting solutions. Our Advisory Seniors help clients transform their financial planning capabilities, optimize decision-making processes, and build scalable frameworks that drive organizational performance.

This is a high-growth practice area with significant opportunities for career development and skill expansion, ideal for FP&A professionals looking to expand into consulting or consultants seeking to deepen their financial planning expertise.

Your key responsibilities

As a Senior Manager, you’ll lead the delivery of sophisticated FP&A and EPM solutions that align with client strategic objectives. You’ll own budget management, oversee end-to-end project execution, and drive measurable outcomes while cultivating deep client relationships. You will oversee complex financial processes and projects, providing leadership and direction to teams and managers. You will be accountable for building client relationships, driving revenue generation, and ensuring the successful delivery of engagements. This role presents opportunities to solve complex problems, drive thought leadership, and innovate within the organization.

• Lead the effective management and delivery of financial processes, solutions, and projects.
• Ensure a focus on quality and risk management while driving continuous process improvement.
• Guide teams and supervise others to deliver complex technical initiatives.

• Provide deep insight and guidance to teams, driving performance and innovation.
• Build and manage client relationships to support business growth.

Skills and attributes for success

To excel as a Senior Manager, you must possess advanced analytical skills, strategic vision, and the ability to lead teams across multiple activities. Your impact will be felt through your ability to solve complex problems, drive innovation, and deliver results in a fast-paced environment.

• Deep understanding of FP&A processes, financial modeling, and business partnering
• Demonstrated ability to deliver complex transformation projects on time and on budget
• Strong business acumen with the ability to connect finance processes to strategic outcomes
• Proven success building lasting client relationships and driving commercial outcomes
• Excellent communication skills—able to translate financial concepts for diverse business audiences
• Flexibility to travel as client engagements require
• Demonstrate expertise in financial planning and analytics through analysis and knowledge of best practices.
• Lead teams and provide direction across multiple activities.
• Apply critical thinking and problem-solving skills to drive innovation.
• Exhibit commercial acumen and a global mindset.

To qualify for the role, you must have

• Bachelor’s degree required; Master’s degree preferred (Finance, Accounting, Economics, or Business)
• Minimum 7 years of combined industry and consulting experience in financial planning and analysis, with expertise in:
• Strategic planning, long-range planning, and annual operating planning (AOP)
• Budgeting, forecasting, and rolling forecast processes
• Financial modeling and scenario analysis
• Management reporting and business performance analysis
• Capital planning and investment analysis
• Strong FP&A functional background from corporate finance roles (Manager, Senior Manager, or Director level preferred)
• Consulting or advisory experience implementing FP&A transformations, process improvements, or EPM solutions
• Proven track record translating business challenges into improved planning and decision-making processes
• Strong analytical and problem-solving capabilities—able to deconstruct complex issues and leverage financial data to drive insights
• Experience working with EPM platforms is a plus, such as: Anaplan, Oracle EPM Cloud (PBCS, ePBCS, FCCS), OneStream, Tagetik, or similar solutions
• Understanding of how these tools enable FP&A processes is valued
• Excellent written and verbal communication skills with executive presence
• Willingness to travel to meet client needs

Ideally, you’ll also have

• Industry experience: FP&A, Financial Planning, Strategic Finance, or Corporate Finance roles in operating companies
• Consulting experience: Advisory, implementation, or transformation consulting in finance functions
• Both perspectives allow you to understand client pain points while delivering practical, sustainable solutions
• CPA, CFA, or MBA credentials
• Experience across multiple industries (e.g., manufacturing, retail, technology, healthcare, financial services)
• Familiarity with technical concepts such as data integration, cloud computing, or system architecture
• Exceptional interpersonal skills that build trust and foster collaboration with C-suite executives and finance teams
• Proactive, solutions-oriented mindset with strong executive presence
• Experience leading cross-functional teams and managing stakeholder expectations in dynamic environments
• Value and Performance Management Strategy and Operating Model Design
• Experience managing financial projects or programs.
• Proven ability to drive business growth and innovation.
• Strong leadership and team management skills.
• Advanced proficiency in financial modeling and analytics tools.