FSO Valuation Manager (New York, Chicago, Atlanta)

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.

Strategy and Transactions – Valuation Modeling & Economics - Business Valuation - Financial Services Office - Manager

Competitive business today is all about making intelligent, informed decisions. As a VME Manager, you’ll help make that happen. You will be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions.

As part of our team, you will:

• assist clients with corporate finance solutions;
• help decision-makers assess and plan the efficient allocation of resources in organizations;
• review complex financial instruments to help clients determine the value of a business, intellectual property, intangibles and other assets;
• review and perform intangible business valuations for management planning; mergers and acquisitions; and financial reporting;
• serve as a member of a cross-functional engagement team;
• stay abreast of current business and economic developments relevant to the client's business;
• use and develop technology and tools to innovate and enhance the effectiveness of services provided;
• manage and motivate teams of professionals with diverse skills and backgrounds;
• demonstrate in-depth technical capabilities and professional knowledge; and
• develop and cultivate business opportunities into long-term client relationships and networks.

The opportunity

EY has an established industry-leading Valuation Modeling & Economics Practice. We advise our clients in their strategic planning, regulatory compliance, financial reporting, tax and fair market value documentation needs. You will 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.

Your key responsibilities

As a Manager within Business Valuation – Financial Services Office, you're likely to spend your day to day working on commercial issues, working with clients on various phases of the transaction lifecycle and regularly undertake valuations for strategic priorities, with a focus on the valuation of Intangible Assets.

Skills and attributes for success

• Commercial – as part of the team you will regularly advise businesses on valuations issues in regard to acquisitions or divestitures and perhaps 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 varied purposes in the US market and advise clients on aspects of US tax valuation
• Intangible Assets – within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, customer relationships, banking and other licences, patents, technology and know-how

Required Skill Set

• A bachelor's degree in finance, economics, accounting or a related field and at least 4 years of progressive, post-baccalaureate work experience. Alternatively, will accept a Master’s degree in Business, Finance, Accounting, Economics or a related field and at least 3 years of work experience;
• Must hold, or have completed required coursework, examinations, and/or experience to hold within one year of hire, any of the following designations or certifications:

Business Valuation (BV) certifications include:

• ABV (Accredited in Business Valuation) from the AICPA
• ASA-BV (Accredited Senior Appraiser-Business Valuation) from the American Society of Appraisers
• AM-BV (Accredited Member-Business Valuation) from the American Society of Appraisers
• CFA (Chartered Financial Analyst) from the CFA Institute
• MRICS (Member of the Royal Institute of Chartered Surveyors) from the Royal Institution of Chartered Surveyors
• Must have 3 years of direct experience in insurance, banking or asset management sector utilizing valuation techniques and methodologies(Income, Market and Cost Approaches) including 1 year of experience performing Purchase Price Allocations (PPA) and Goodwill Impairment testing within a business valuation firm or practice; a venture capital, investment banking, commercial banking, financial research, or national valuation firm; or in a corporate finance role for an organization
• Must have 4 years of experience working with external clients in an accounting or finance capacity
• Requires domestic and regional travel up to 20% to serve client needs
• Financial modeling skills including experience building models from scratch
• Demonstrated record of solving complex problems and completing challenging projects

Ideally, you’ll also have

• Previous valuation experience in professional services/Big 4 Firm

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a 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 clients’ goals.

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.

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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.

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For further information, and to apply, please visit our website via the “Apply” button below.