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EY SaT FSO - Transaction Diligence - Senior in Albany, New York

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

The potential for error is high in an environment where speed is critical. Companies looking for local and global deals face strong competition for quality assets and stakeholder scrutiny regarding acquisitions. M&A success starts with comprehensive diligence, it's the only way to understand if the deal is the right decision at the right price.

As a Transaction Diligence Senior – Financial Services Office, you'll be involved in the heart of the action. You'll work with many of the world's largest financial services organizations and private equity funds on some of the most complex deals. You'll be part of our team advising clients throughout the diligence lifecycle on key value drivers while reducing the risks and uncertainty inherent in transactions. 

The opportunity

You'll be working in a team environment with financial due diligence professionals on both buy-side and sell-side due diligence across the financial services industry, including but not limited to the following sectors

  • Wealth and asset management: Investment managers, hedge funds, wealth managers, fund administrators and adjacent services companies

  • Banking & capital markets: Investment banking, broker dealers, exchanges, FinTech, banks, specialty finance, cryptocurrency, etc.

  • Insurance: Carriers, administrators and underwriters in the life, health, accident, and property & casualty spaces

  • Professional services

Our team serves both private equity and corporate clients by gaining an understanding of the business, operations and historical results of the client or target to identify and advise on the financial risks related to the transaction. Our advice is developed through analyzing historically reported financial information, profit drivers, and trends, challenging whether historical results reflect run-rate profitability and having an appreciation for industry specific practices and key performance indicators. We assist clients in understanding the factors affecting purchase price and post-closing transaction matters.

Your key responsibilities

As a Senior in Transaction Diligence, you will be a vital member of the team executing both buy-side and sell-side financial due diligence projects. You'll be focused on

  • Analyzing historical financial data

  • Identifying key trends behind the performance of a business

  • Discussing business performance and forecast assumptions with senior management

  • Helping to write reports that set out our 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

  • Working with Partners, Senior Managers and Managers to facilitate financial due diligence engagements

  • Analyzing financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with executive management

  • Identifying financial factors affecting the purchase price and deal structure

  • 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

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 supported by an active CPA certification

  • 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

  • Must be willing and able to travel up to 40% on short notice

  • 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 financial services and private equity clients

  • Experience gained within another large professional services organization or public accounting experience

  • Experience with Alteryx, Power BI, Tableau, 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 politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. 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. 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.

  • 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.

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

The exceptional EY experience. It’s yours to build.

EY | Building a better working world

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.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com .

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