EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Senior Director

EY•Chicago, IL

28d•$177,800 - $369,100•Hybrid

About The Position

EY-Parthenon’s Corporate Finance Business Valuation Financial Services practice advises asset managers, private equity firms, private credit funds, hedge funds, business development companies, institutional investors and other financial-services clients on the fair value of complex, illiquid and hard-to-value investments. Its work supports financial reporting, fund governance, investor reporting and transaction decision-making across private equity, private credit, structured products, convertible and preferred securities, and other alternative investments. As a Senior Director, you will lead and oversee corporate finance and valuation engagements, including business valuations, strategic initiatives, M&A and value optimization for financial-services clients. You will provide executive oversight for a portfolio of engagements, with accountability for client service, technical quality, risk management, engagement economics and timely delivery. The role includes advising management, leading valuation work for M&A, financial reporting, tax and strategic purposes, and managing valuations of intangible assets. You will also develop client relationships and business opportunities, advance consistent methodologies and technology-enabled delivery, and develop Directors and engagement teams. The position is based in New York or Chicago and expects in-person teaming at a client site or EY office at least 60% of the time, or an average of three days per week over an engagement, project or performance year. Candidates must live within commuting distance of their office and be willing to travel and work beyond standard hours when necessary. EY offers a comprehensive compensation and benefits package. Base salary ranges vary by office location: $177,800–$369,100 for New York City, Boston, Washington DC Metro Areas, Washington State and Southern California; $185,100–$384,400 for Bay Area California offices; and $148,100–$338,400 for other U.S. locations, including Sacramento. Individual salary is determined by factors including education, experience, knowledge, skills and geography.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business or a related field and at least 8 years of related business valuation experience; alternatively, a graduate degree and at least 7 years of related business valuation experience.
Extensive experience leading portfolio valuation, business valuation or financial advisory engagements involving private or illiquid investments.
Deep knowledge of private equity, private credit and complex investment structures, including debt, preferred equity, convertible instruments and structured securities.
Demonstrated ability to resolve highly complex valuation matters, review sophisticated models and exercise sound judgment under uncertainty.
Proven record of senior client leadership, business development, engagement oversight and talent development.
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 and techniques.
Advanced analytical, quantitative and financial-modeling skills, including the ability to evaluate complex capital structures and investment terms.
Ability to synthesize company, industry, market and transaction information into well-supported valuation conclusions.
Strong written, verbal and presentation skills, including the ability to explain technical valuation matters clearly to clients and review teams.
Commitment to quality, professional skepticism, collaboration, integrity and exceptional client service.
Must reside within commuting distance of the office location.
Ability and willingness to travel and work in excess of standard hours when necessary.
Must be able to work in person at a client site or EY office at least 60% of the time, or an average of three days per week over the engagement, project or performance year.

Nice To Haves

Prior valuation and corporate finance experience in a professional services or Big 4 environment.
Extensive background in the financial services industry.
Expertise in complex financial modeling, capital-structure allocation, scenario analysis, option-based methods and yield analysis.
Progress toward or completion of the CFA designation.
Experience advising boards, valuation committees, fund executives and auditors on significant fair value judgments and valuation governance.
Ability to lead multidisciplinary teams, grow client relationships and apply firm-approved AI tools and emerging technology to valuation delivery.
Knowledge of how to use firm-approved AI tools in a business setting, including Microsoft Copilot.
Investor mindset and commitment to producing well-supported, decision-useful valuation conclusions.
Ability to thrive in collaborative, diverse and deadline-driven environments, with analytical acumen, intellectual curiosity and adaptability.
Ability to build trust, support others’ development and embody EY’s values.

Responsibilities

Provide executive oversight for a portfolio of valuation engagements, ensuring client service, technical quality, risk management, engagement economics and timely delivery.
Collaborate with client management and internal audit teams on financial reporting, transaction analysis and strategic initiatives.
Advise management on improving business performance and maximizing value.
Lead business valuations for M&A, financial reporting, tax purposes and strategic advisory.
Manage valuations of intangible assets, including brand names, deposit intangibles, customer relationships, licenses, patents and technology.
Build and maintain client relationships, identify business opportunities and contribute to expanding EY-Parthenon’s service capabilities.
Advance consistent methodologies, technology-enabled delivery and responsible use of data and firm-approved AI tools.
Develop Directors and engagement teams, strengthen succession, and promote professional skepticism, collaboration, inclusion and excellence.