Engagement Business Advisor Senior Associate - Finance

In today’s fast-changing world, our clients’ needs are increasingly complex and the services we offer are rapidly evolving to support them. Our internal finance function is continuously advancing as well. Our global finance mission is to provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working world and achieve our strategic ambitions.

Finance provides a wide range of services. Our US Pipeline-to-Cash Business Operations (P2C) team is one of our finance teams who is responsible for proactively supporting our client servers on various account decisions, annual planning, financial performance management throughout the year, engagement margin improvement and investment decisions.

The opportunity

In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance professional within the Engagement Business Operations (EBO) sub-team of P2C, who independently owns and manages engagement level financial and operational activities throughout the opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners, Principals, Managing Directors), providing proactive guidance, data driven insights, and risk informed recommendations to enable effective engagement management.

As part of the P2C organization, you will be accountable for driving engagement readiness, monitoring financial and operational health, and identifying risks early to support quality, compliance, and achievement of financial objectives. You will apply judgment, firm policy knowledge, and influencing skills to support sound decision making while ensuring engagement activities are executed accurately, timely, and in accordance with EY quality and risk standards.

Your key responsibilities

• Oversee a complex book of business to drive engagement level financial analysis, including pricing considerations, budget to actual performance, and estimates to complete.
• Apply finance system, process, and policy expertise to identify financial risks or trends early, communicate/escalate impacts clearly, and recommend corrective actions to support revenue recognition, margin performance, billing strategy, and collections outcomes on their engagements.
• Maintain high quality data and CRM hygiene, actively monitoring for gaps, inconsistencies, or process breakdowns that may pose financial, operational, or compliance risk.
• Lead and coordinate client and engagement acceptance activities, including independence and conflict processes, applying firm policy knowledge to support quality and risk compliance.
• Draft engagement contracts and related legal documentation (e.g., engagement agreements, SOWs, NDAs, non-reliance letters), applying risk awareness and judgment to support appropriate commercial and compliance outcomes.

• Support the full engagement lifecycle by coordinating the execution of agreements and maintaining compliant contract documentation, advising on launch readiness by anticipating risks and dependencies, and managing closeout, archiving, and financial processes (including billing, revenue, and AR) to ensure accuracy, completeness, and alignment with firm and EBO standards.

Skills and attributes for success

• Demonstrates strong interpersonal skills, with the ability to build rapport across varying social styles and communicate effectively with senior executives.
• Demonstrates executive presence qualities and has strong written and verbal communication skills, effective collaboration capabilities, and the ability to work both independently and as part of a team.
• Proven attention to detail, planning, and organizational skills, with the ability to manage multiple tasks and simultaneously adapt quickly to changing priorities, and consistently meeting deadlines.
• Demonstrates working knowledge of EY opportunity management, deal enablement and administrative systems.
• Demonstrates intellectual curiosity, problem‑solving ability, data‑driven mindset, and adherence to established procedures, while applying basic technical and business skills.
• Ability to manage time effectively to support all assigned executives, and recognize when extra effort/time is needed to produce optimal outcomes.
• Ability to work effectively in a virtual teaming environment with the expectation of being on video when partnering with people at all levels of the firm. Exhibits good listening skills, coupled with the ability to apply judgement to ask for help where needed, in order to provide focused advice.
• Ability to adapt quickly to change and act as an effective change agent.
• Knowledge of core business concepts and accounting.

To qualify for the role, you must have

• BA/BS degree or relevant experience.  May consider relevant working experience ideally in a relevant area of study (business, finance, accounting, operations, or legal) to perform this position.
• 3+ years of relevant experience
• This role is not eligible for visa sponsorship
  

Ideally, you’ll also have

• Strong proficiency with standard business tools, including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM systems.
• Familiarity/proficiency with GenAI productivity tools in a business setting, including Microsoft Copilot.
  
  

What we look for

Experienced finance professionals who are trusted business advisors with a passion for providing exceptional client service to your stakeholders while maintaining high levels of financial management.  Technical competence and the ability to build strong and effective relationships will be key.