Associate Vice President - SaT - National - SaT - TCF - Valuation, Model & Econom - Mumbai

Ernst & Young (EY)

5 - 10 years

Mumbai

Posted: 06/03/2025

Job Description

Requisition Id : 1541437


_x000d_ As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self.

The opportunity : Associate Vice President-National-SaT-SaT - TCF - Valuation, Model & Econom - Mumbai

SaT - TCF - Valuation, Model & Econom :

Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today’s toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.

Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.

Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence,  Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.


_x000d_ Your key responsibilities

Technical Excellence


_x000d_ Technical expertise
_x000d_ Preparation of a detailed financial model from scratch, in line with global modelling best practices and within a tight time frame
_x000d_ Develop a logical, transparent and understandable model structure capturing all of the client requirements
_x000d_ Suggest and incorporate modelling aspects relevant to the client engagement and/or sector that would provide greater insights to the client
_x000d_ Leverage industry and domain experts within the Firm for industry issues and technical aspects to deliver a superior quality model to the client that is accurate, free of any material errors and easy to understand
_x000d_ Undertake thorough quality checks on the model before it is delivered to the client
_x000d_ Conduct trainings/workshops for client personnel on use of the model and/or put together a model user manual for the client to ensure effective handover
_x000d_ Analyzing business plans prepared in MS Excel, identify issues which might impact the outputs of the model and evaluate their materiality on model outputs
_x000d_ Critically analyze the model and identify not just coding and linkage issues but commercial, analytical and strategic matters that the client team should consider in the model
_x000d_ Quantify the impact of errors/commissions/oversight observed in the model, if required
_x000d_ Exhibit strong communication and report-writing skills to explain and qualify the issues identified
_x000d_ Be assertive to ensure that client incorporates or otherwise adequately addresses all material issues identified before issuing final sign-off
_x000d_ Experience of model builds and model reviews for various purposes. Indicative list outlined below:
_x000d_ Transaction
_x000d_ Equity and debt transactions
_x000d_ Buy-side and sell-side transactions
_x000d_ Strategic, financial (including specific investment vehicles such as SPVs , JV, InvITs, REiTs)
_x000d_ Bid advisory
_x000d_ Government as well as private sector bids
_x000d_ Decision support models for operational monitoring and/or internal management analysis
_x000d_ MIS models
_x000d_ Budget and variance analysis models
_x000d_ Covenant testing models
_x000d_ Benchmarking and market sizing models
_x000d_ Restructuring models
_x000d_ Organizational restructuring
_x000d_ Financial restructuring
_x000d_ Toolkits and template models for day-to-day organizational use
_x000d_ Deep understanding of certain key sectors requiring complex modelling such as
_x000d_ Infrastructure
_x000d_ Power & utilities (including renewable power)
_x000d_ Transportation (roads and highways, airports, railways, ports, shipping)
_x000d_ Waste management and urban infrastructure
_x000d_ Engineering, procurement and construction
_x000d_ Real estate (residential, commercial, retail, hospitality)
_x000d_ Oil & gas (upstream/downstream, pipeline infrastructure)
_x000d_ Telecom and telecom infrastructure
_x000d_ Mining
_x000d_ High-level understanding of other major sectors such pharmaceuticals, life sciences and health care, manufacturing and industrial products, technology
_x000d_ Experience of using VBA with Excel, i.e., Macros, User forms, Add-ins etc.
_x000d_ High level understanding of key accounting and taxation concepts that impact most financial models and that would aid in having intelligent client conversations
_x000d_ Ability to identify where domain experts need to be involved or local teams (in case of international clients) need to be consulted
_x000d_ Knowledge and ability to leverage data visualization and analytics tools on engagements where they can add value to client (tools such as Spotfire, Tableau, PowerBI, Power Pivot, Social media analytics, etc)
_x000d_ Regularly deliver be-spoke trainings on Financial Modelling and Valuation to various corporate organizations, students, educational institutions and finance professionals.
_x000d_ Develop and customize content to make it relevant to the target audience
_x000d_ Devise assignments and assessments to provide the participants with practice material ad evaluate learning
_x000d_ Network with participating professionals and leverage any business opportunities that arise
_x000d_ Respond to participant queries in a timely manner
_x000d_ 2.      Lead in client service delivery
_x000d_ Independently lead and coordinate the planning and management of engagements including:
_x000d_ Defining the scope of work and ensuring clear and water-tight scoping of the engagement
_x000d_ Pricing and fee negotiation in consultation with senior partners and client account leaders
_x000d_ Manage and ensure timely billing and recovery
_x000d_ Identifying opportunities to cross-sell services across EY and maximizing fee opportunities for the Firm
_x000d_ Monitor effective execution of the work on a multiple client base and assume independent responsibility on engagement management
_x000d_ Develop rapport with middle to senior levels at Client’s organization
_x000d_ Participate in advising clients on strategic issues and understanding client's needs – work as a holistic business advisor to the client
_x000d_ Risk Management
_x000d_ Ensure compliance with risk management strategies, plans and activities
_x000d_ Understand the risk management policies at the Firm and bring to focus risk issues on client assignments in a timely manner
_x000d_ Handle straightforward QRM and independence matters on engagements by seeking the necessary approvals and adhering to Firm requirements
_x000d_ Manage sensitive and high level risk issues and escalate matters to senior partners in a timely manner
_x000d_ Proactively resolve (with Partner support) risk issues in delivering service to clients
_x000d_ Develop and implement risk management / mitigation strategies, plans and activities in consultation with seniors / partners / QRM team
_x000d_ 4.      People Management
_x000d_ Build a strong and cohesive team and be a strong role model, mentor and coach
_x000d_ Train the team effectively to make them independent and aware of EY polices, best practices and role expectations
_x000d_ Effectively manage resourcing on engagements by collaborating within the team and ensuring the right person for the right job
_x000d_ Assist in resolving people issues, if any, in a timely, rational, fair and calm manner
_x000d_ Assist in recruiting activities for the business
_x000d_ Knowledge Management
_x000d_ Champion knowledge sharing efforts, review and continually improve processes so that the team and firm capture and leverage knowledge


_x000d_ 6.      Business Development, Networking & Identification of opportunities:
_x000d_ Create and manage strong independent relationships with clients at middle to senior positions with minimal partner involvement
_x000d_ Identify and act promptly on referrals
_x000d_ Work towards expanding client base with new wins and conversions (both existing and new clients) by building strong external networks and communicating with the partner on opportunities in a timely manner
_x000d_ Build broad networks within the firm locally and internationally
_x000d_ Maintain up-to-date repository of sector-wise, service-wise credentials and CVs
_x000d_ Periodically develop or participate in putting together thought leadership content on matters relevant to the business and help in periodic refresh of the marketing collateral for the practice
_x000d_ Support the leadership and participate in building the brand of the Firm and the VME practice

Skills and attributes

To qualify for the role you must have
_x000d_ Qualification

CA / MBA from Tier I institution / CFA

Any additional modelling certifications would be preferred

Technical/programming knowledge across domains of VBA, Python, C++, SQL would be given preference

Experience

8+ years of relevant post qualification experience
_x000d_ Strong Financial modeling skills backed by project experience
_x000d_ Analytical skills and attention to detail
_x000d_ Conversant with Excel, Word, PowerPoint and various data modelling, coding and analytics tools such as VBA, SQL, Spotfire, Tableau, Power BI, etc.
_x000d_ Business development
_x000d_ Client relationship management
_x000d_ Strong market network and relationship building skills
_x000d_ High initiative and drive
_x000d_ Maturity and ability to handle pressure
_x000d_ Positive attitude and high commitment
_x000d_ Excellent oral and written communication skills
_x000d_ Professional appearance and poise
_x000d_ High team orientation
_x000d_ Project / time management
_x000d_ Leadership skills
_x000d_ Team management and development


_x000d_ What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach. 

What we offer

With more than 200,000 clients, 300,000 people globally and 33,000 people in India, EY has become the strongest brand and the most attractive employer in our field, with market-leading growth over compete. Our people work side-by-side with market-leading entrepreneurs, game- changers, disruptors and visionaries. As an organisation, we are investing more time, technology and money, than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills and opportunities.

EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.

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

Join us in building a better working world. Apply now.

About Company

Ernst & Young (EY) is a global professional services firm specializing in audit, consulting, tax, and advisory services. Headquartered in London, EY operates in 150+ countries, serving businesses across various industries. The firm is known for helping clients navigate financial regulations, optimize operations, and implement innovative technologies. EY is also a leader in risk management, mergers & acquisitions, and sustainability consulting. With a strong focus on digital transformation and AI-driven solutions, EY continues to be a trusted partner for corporations worldwide.

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