EY-Parthenon - Deals - Financial Diligence - Financial Services - Senior Associate
EY-Parthenon
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San Francisco, CA
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Mid-Senior level
Posted April 17, 2026
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Responsibilities
Commitments
Responsibilities
- As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, 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 and adjacent technology companies.
- Banking & capital markets: Investment banking, broker dealers, exchanges, banks, specialty finance, cryptocurrency, etc. and adjacent technology companies.
- Insurance: Carriers, administrators, brokers, MGAs and underwriters in the life, health, accident, and property & casualty spaces and adjacent technology companies.
- Professional services.
- As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you'll serve 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/forecast profitability.
- Having an appreciation for industry specific practices and key performance indicators drives the uniqueness of the due diligence process for financial services businesses.
- We assist clients in understanding the factors affecting purchase price and post-closing transaction matters.
Commitments
The potential for error is high in an environment where speed is critical.
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.
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.
EY accepts applications for this position on an on-going basis.
Not Met Priorities
What still needs stronger evidence
Requirements
- Experience working with Partners, Senior Directors, and Directors to facilitate financial due diligence engagements.
- Ability to analyze financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with executive management.
- Ability to identify financial factors affecting the purchase price and deal structure.
- Knowledge of quality of earnings, net assets, and cash flows.
- Experience researching industry trends and new technologies, to provide knowledge and insight to clients through dynamic analysis.
- Excellent 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 +.
- 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.
- Expertise in the Microsoft Office Suite, specifically in using Excel and PowerPoint.
- 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.
Preferred Skills
- Experience in roles providing financial due diligence or other related services to financial services and private equity clients.
- A proven record of excellence in audit and/or mergers or acquisitions transactions role.
- An active CPA certification.
- 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.
- Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
Education
- (Not required) – 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.
Location: New York, Chicago, Charlotte, Dallas, San Francisco
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The opportunity
EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.
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.
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 Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you'll be involved in 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.
Your Key Responsibilities
As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, 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 and adjacent technology companies.
Banking & capital markets: Investment banking, broker dealers, exchanges, banks, specialty finance, cryptocurrency, etc. and adjacent technology companies.
Insurance: Carriers, administrators, brokers, MGAs and underwriters in the life, health, accident, and property & casualty spaces and adjacent technology companies.
Professional services.
As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you'll serve 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/forecast profitability. Having an appreciation for industry specific practices and key performance indicators drives the uniqueness of the due diligence process for financial services businesses. We assist clients in understanding the factors affecting purchase price and post-closing transaction matters.
Skills And Attributes For Success
Experience working with Partners, Senior Directors, and Directors to facilitate financial due diligence engagements.
Ability to analyze financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with executive management.
Ability to identify financial factors affecting the purchase price and deal structure.
Knowledge of quality of earnings, net assets, and cash flows.
Experience researching industry trends and new technologies, to provide knowledge and insight to clients through dynamic analysis.
Excellent 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 and/or Finance and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience.
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.
Expertise in the Microsoft Office Suite, specifically in using Excel and PowerPoint.
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
Experience in roles providing financial due diligence or other related services to financial services and private equity clients.
A proven record of excellence in audit and/or mergers or acquisitions transactions role.
An active CPA certification.
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.
Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
What We Look For
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.
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 more.
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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, 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 qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The opportunity
EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.
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.
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 Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you'll be involved in 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.
Your Key Responsibilities
As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, 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 and adjacent technology companies.
Banking & capital markets: Investment banking, broker dealers, exchanges, banks, specialty finance, cryptocurrency, etc. and adjacent technology companies.
Insurance: Carriers, administrators, brokers, MGAs and underwriters in the life, health, accident, and property & casualty spaces and adjacent technology companies.
Professional services.
As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you'll serve 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/forecast profitability. Having an appreciation for industry specific practices and key performance indicators drives the uniqueness of the due diligence process for financial services businesses. We assist clients in understanding the factors affecting purchase price and post-closing transaction matters.
Skills And Attributes For Success
Experience working with Partners, Senior Directors, and Directors to facilitate financial due diligence engagements.
Ability to analyze financial and operational results of potential business acquisitions or divestitures through reviewing historical financial information and conducting interviews with executive management.
Ability to identify financial factors affecting the purchase price and deal structure.
Knowledge of quality of earnings, net assets, and cash flows.
Experience researching industry trends and new technologies, to provide knowledge and insight to clients through dynamic analysis.
Excellent 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 and/or Finance and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience.
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.
Expertise in the Microsoft Office Suite, specifically in using Excel and PowerPoint.
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
Experience in roles providing financial due diligence or other related services to financial services and private equity clients.
A proven record of excellence in audit and/or mergers or acquisitions transactions role.
An active CPA certification.
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.
Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
What We Look For
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.
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 more.
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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, 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 qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.