Financial Advisor, Transaction Advisory Services (CT - Valuation & Business Modeling – Business Valuation (Manager) (Multiple Positions)

Job description

FULL JOB TITLE: Financial Advisor, Transaction Advisory Services (CT - Valuation & Business Modeling – Business Valuation (Manager) (Multiple Positions) Ernst & Young U.S. LLP, San Jose, CA.

Provide clients with valuation advice for assets and liabilities. Help decision-makers assess and plan the efficient allocation of resources in organizations. Review complex financial instruments to help clients determine the value of business, intellectual property, intangibles and other assets. Review and perform intangible business valuations for management planning; mergers and acquisitions; and financial reporting. Manage multiple cross functional engagement teams. Stay abreast of current business and economic developments relevant to the client’s business; and use and develop technology and tools to innovate and enhance the effectiveness of services provided. Utilize report generation and detailed financial modeling. Manage and motivate teams of professionals with diverse skills and backgrounds. Cultivate business development opportunities.

 

Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks.

 

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm. Multiple positions open.

MINIMUM REQUIREMENTS:

Bachelor's degree in Business, Finance, Accounting, Economics or a related field and 5 years of related work experience. Employer will accept 3 or 4 year Bachelor's degree. Alternatively, will accept a Master's degree in Business, Finance, Accounting, Economics or related field and 4 years of work experience.

 

Must have 4 years of direct experience utilizing valuation techniques and methodologies (Income, Market and Cost Approaches) performed for 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 on business valuation mergers and acquisitions; conducting valuations for financial reporting; financial modeling including building models from scratch in MS Excel and related software.

 

Must have 3 years of Purchase Price Allocations (PPA) experience. Must have 2 years of experience working with external clients on business valuation engagements.

 

Must have 1 year of experience managing engagements and engagement related budgets.

 

Must have 1 year of experience supervising teams, including projects and engagement leadership, goal setting, and performance reviews.

 

Requires domestic and regional travel up to 20% to serve client needs.

 

Employer will accept any suitable combination of education, training or experience.

TO APPLY: Please apply on-line at ey.com/us/jobsearch (Job Number – SAN007LU).

 

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at https://www.gpo.gov/fdsys/pkg/CFR-2011-title20-vol3/pdf/CFR-2011-title20-vol3-sec656-3.pdf at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".