Senior Business Valuation Specialist

EY- Strategy and Transactions (SaT) – Valuation, Modelling & Economics (VME) – Business Valuations – Senior

Role Overview

The Senior – Business Valuation role sits within EY’s Strategy and Transactions (SaT) – Valuation, Modelling & Economics (VME) practice. The role is execution ‑ focused, with primary responsibility for hands ‑ on valuation of complex financial instruments and portfolio investments, in accordance with International Financial Reporting Standards (IFRS).

The Senior will support financial reporting, portfolio valuation, transaction ‑ related, and audit ‑ assist engagements, while also contributing to team development, internal reviews, and delivery quality. The role involves technical client interaction and close collaboration with Managers and Senior Managers.

Key Responsibilities

Hands ‑ on Valuation Execution

• Independently perform fair value measurement of complex financial instruments and portfolio investments, primarily for IFRS financial reporting purposes.
• Develop, review, and maintain detailed valuation models using advanced quantitative techniques, including:
• Option pricing models (Black ‑ Scholes, binomial / lattice models)
• Monte Carlo simulation techniques
• Discounted cash flow and scenario ‑ based models, a pply advanced financial engineering, econometric, and statistical techniques to address complex valuation challenges.

Execute valuations for a broad range of complex securities, including:

• Share ‑ based payment awards (equity ‑ settled and cash ‑ settled awards, market and non ‑ market vesting conditions) under IFRS 2.
• Convertible instruments, SAFEs, and preferred equity with complex rights.
• Derivatives (equity, interest rate, commodity, credit), warrants, and embedded derivatives
• Contingent consideration, structured and hybrid instruments.
• Structured and hybrid instruments with multiple valuation components.
• Apply appropriate valuation methodologies in line with IFRS 13 – Fair Value Measurement, including assessment of the fair value hierarchy and use of observable and unobservable inputs.

Perform portfolio valuations for private equity, venture capital, and asset management clients, including:

• Equity investments across complex capital structures
• Private debt and structured credit portfolio
• Hybrid instruments and multi‑layer capital structures
• Apply appropriate valuation methodologies including DCF, market approach, OPM, PWERM, and scenario-based models in line with IFRS 13 – Fair Value Measurement.

Financial Reporting & IFRS Compliance

• Support valuation engagements for statutory and financial reporting purposes, ensuring compliance with relevant IFRS standards (including IFRS 2, IFRS 9 / IAS 32, IFRS 13, and IFRS 3, as applicable).
• Prepare clear, well ‑ structured valuation reports, working papers, and technical memoranda suitable for audit review.
• Ensure valuation assumptions, methodologies, and conclusions are robust, internally consistent, and aligned with EY quality standards and professional valuation practices.
• Stay current on updates to IFRS guidance, valuation methodologies, and market practices relevant to complex securities.

Audit Support & Valuation Review

• Act as a key audit ‑ assist resource, supporting EY Assurance teams and external auditors by explaining valuation methodologies, assumptions, and conclusions.
• Respond effectively to audit and internal review comments, updating models or documentation where required.
• Participate in internal valuation reviews, assessing work prepared by junior team members to ensure accuracy, robustness, and IFRS compliance.
• Support Managers and Senior Managers in ensuring valuation conclusions are defensible and audit ‑ ready.

Team Leadership & Development

• Supervise, coach, and mentor junior team members, providing guidance on valuation concepts, modelling techniques, and IFRS requirements.
• Review work prepared by analysts and seniors ‑ in ‑ training, providing clear and constructive feedback.
• Manage assigned workstreams independently, including planning tasks, monitoring progress, and meeting deadlines.
• Contribute to the development and enhancement of internal valuation tools, templates, and technical guidance.

Client Interaction & Collaboration

• Participate in limited, technical client interactions, primarily to explain valuation approaches, key assumptions, and outcomes.
• Work collaboratively with other SaT / VME teams and adjacent service lines (e.g., Business Valuation, Transaction Accounting, Assurance) on multi ‑ disciplinary engagements.
• Support engagement delivery by maintaining high technical standards and consistent quality of output.

Qualifications and Experience

• Education: CA / ACCA / CFA (or progress toward CFA) or a Master’s degree in Finance, Accounting, Financial Engineering, or a related discipline.
• Experience : Minimum 8+ years of relevant experience in valuation, transaction advisory, quantitative finance, or complex securities valuation, preferably within a Big ‑ 4 or leading advisory firm.
• IFRS expertise: Strong practical experience applying IFRS ‑ based valuation requirements, particularly IFRS 2 and IFRS 13.
• Audit exposure: Experience supporting audits or valuation reviews, including preparation of audit ‑ ready documentation and interaction with audit teams.

Technical Skills

• Strong understanding of valuation approaches (income, market, and cost) and their application to complex securities.
• Advanced Excel ‑ based financial modelling skills; VBA skills are an advantage.
• Exposure to Python, MATLAB, R, or similar quantitative tools is desirable.
• Familiarity with market data sources (e.g., Bloomberg, Capital IQ).
• Strong written and presentation skills using Word and PowerPoint.

Core Competencies

• Strong analytical and problem ‑ solving skills with high attention to detail.
• Sound professional judgment in complex and judgment ‑ heavy valuation areas.
• Ability to clearly communicate complex technical concepts to internal and external stakeholders.
• Collaborative mindset with a focus on team development and quality delivery.
• High standards of professionalism, integrity, and quality orientation.