EY-Parthenon - Manager - Valuations Financial Services

EY; Sydney; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Career development

Flexible work arrangements

Comprehensive benefits package

Job summary

EY-Parthenon in Sydney or Melbourne is seeking a Manager of Valuations Financial Services to lead valuation engagements for clients in the financial services sector. You will work in small teams to deliver valuation reports, financial modelling, and strategic analyses for transactions, portfolio reviews, and restructuring.

The role requires 5+ years in valuations, a finance-related degree, and proficiency in Excel with knowledge of multiple valuation techniques.

Qualifications

• A degree in finance, economics, accounting or business with quantitative/qualitative analysis aptitude.
• Possessing a CFA credential or actively pursuing one is advantageous.
• Experience using various valuation techniques (market comparables, DCF) for different purposes.

Responsibilities

• Work in small project teams to undertake valuations of businesses and intangible assets for various purposes (M&A, tax, financial reporting, disputes).
• Take ownership for delivery of projects; manage and prepare valuation reports and detailed financial modelling and analysis.
• Think critically, identify issues and propose strategies; maintain relationships with client personnel and colleagues.

Skills

Valuations experience

Financial services

Excel modelling

Communication skills

Team leadership

Education

Finance/Economics/Accounting/Business degree

CFA credential or pursuing

Tools

MS Excel

Valuation software

Job description

EY-Parthenon - Manager - Valuations Financial Services

Location: Sydney

Other locations: Primary Location Only

Requisition ID: 1759865

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.

EY-Parthenon - Manager – Valuations Financial Services

The opportunity

At EY-Parthenon, our unique combination of transformative strategy, transactions, tax 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.

As a Valuations Manager, you’ll support our clients within the Financial Services industry regarding valuation matters in various contexts including for transactions, portfolio assessment, restructuring and strategic planning. This work usually assists clients in addressing matters relating to commercial, financial reporting, tax, regulatory matters or strategy.

This role is based in Warrang – Sydney or Naarm – Melbourne.

Your key responsibilities

• Work within small project teams to undertake valuations of businesses and intangible assets. Your work will be for various purposes including management planning, mergers and acquisitions (M&A), tax, financial reporting and disputes.
• Take ownership for delivery of projects within each team. You will be the key person responsible for managing and preparation of valuation reports and detailed financial modelling and analysis.
• Think critically, identify issues and propose strategies related to the advice being provided.
• Maintain positive, productive, and professional relationships with client personnel and colleagues

Skills and attributes for success

• A minimum of 5 years’ experience in Valuations, ideally within the Financial Services sector.
• A degree in finance, economics, accounting or business, with demonstrated aptitude in quantitative and qualitative analysis Possessing a CFA credential or actively pursuing one
• Direct experience utilising various valuation techniques and methodologies (market comparables, discounted cash flow, etc) for different purposes
• Experience in financial modelling in MS Excel and related software preferred
• Experience conducting valuations for accounting and or tax planning purposes is desired
• Excellent analytical, communication, organisational, interpersonal, and teaming skills

Ideally, you’ll also have the skills and attributes below but don’t worry if you don’t tick all the boxes. We’re interested in your aptitude, attitude and willingness to learn.

• Having a CA qualification would be beneficial, but it is not essential
• An open, curious mind which can help us to enhance the way we work and bring creative solutions to client’s problems
• Strong teaming skills. We work in teams and pride ourselves on our open, supportive culture
• A strong desire to continually develop themselves and others

What we offer you

At EY, we’ll fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We’re proud to be recognised as the #1 WORK180 Endorsed Employer in the Top 101 Employers for Women 2026.Learn more .

• Career development: At EY, your career is yours to shape!We’ll develop you with future-focused skills and equip you with world-class experiences ey.com/au/careerdevelopment
• Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy.
• A comprehensive benefits package: From a yearly wellness incentive, to access to additional 8 weeks of flex leave per year, and family-friendly policies, including up to 26 weeks of gender-neutral paid parental leave, we cater to your diverse needs to help you thrive both personally and professionally www.ey.com/au/benefits
• Salary: We offer a competitive salary which is open to negotiation pending on skills and experience.

Acknowledgement of Country

EY acknowledges the Traditional Owners and Custodians of the lands on which EY offices are located around Australia. We pay our respects to their cultures, and to their Elders — past, present, and emerging. Find out more about our vision for reconciliation at ey.com/en_au/careers/indigenous

Inclusiveness is core to who we are and how we work together, driving value for our people and for our business. We encourage applications from people of all ages, nationalities, abilities, cultures, sexual orientations, and gender identities and are committed to providing an equitable and barrier free recruitment experience for all. We encourage you to share any support and adjustments you need to be your best and participate equitably in our recruitment process. We understand sharing your needs with us can be daunting, so if you have questions before or during your application, we welcome you to get in touch at [e-mail] or [phone] (option 2). Anything you tell us will be kept completely confidential.

EY|Building a better working world

Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider.