Associate Portfolio Finance Advisor - Core Business Services, In Zurich

The opportunity: your next adventure awaits

The Portfolio Finance Advisor (PFA) team is part of a global network of Trusted Business Advisors and functional experts, strongly linked to the regions they are serving.

As an Associate PFA in our Swiss Finance team, you will learn the "craft" from experienced advisors and grow step by step into a trusted business advisor role for our Client Servers (CS). You will work with the latest finance policies, tools and best practices – and you will help us bring data analytics and AI-supported ways of working into the PFA team and, over time, into other Finance functions at EY Switzerland.

Your key responsibilities

• Support Client Servers (CS) with hands-on finance advice along the engagement life cycle – from set-up and pricing to margin, WIP and receivables management
• Prepare and analyze portfolio and engagement reporting, identify financial risks and opportunities early and bring them to the attention of the relevant teams
• Assist senior PFAs in modelling and structuring complex engagements and in the quarterly hard-close reviews with Partners and engagement teams
• Build deep knowledge of our finance tools, processes and firm policies and act as a reliable first point of contact for related questions
• Use and further develop digital and AI-supported solutions (e.g. Power BI, Power Apps, Copilot) to automate recurring tasks and sharpen our financial insights
• SAP knowledge is an advantage
• Share these tools and your know-how within the PFA team and with other Finance functions

What we look for

• A degree or professional certification in a business-related subject (e.g. Accounting, Finance, Business Administration) is an advantage
• First experience in controlling, finance or a professional services environment is welcome – we are open regarding your level of experience and support career changers and graduates alike
• Sound understanding of the financial and commercial drivers of project or portfolio performance
• Ability to analyze large volumes of data and to spot where the greatest financial opportunities and risks are
• Technically savvy: confident in Excel and keen on digital tools; first experience with Power BI, Power Apps/Power Automate or AI solutions such as Copilot is a strong plus
• Fluent German combined with very good English skills; French or Italian is an asset
• Curiosity and motivation to invest time in learning the "craft" of engagement and portfolio controlling from experienced advisors
• Analytical mindset with a methodical approach: analyze what is available, model potential outcomes and advise on the best way forward
• Strong questioning and listening skills and the ability to view issues through the lens of a Client Server
• Clear and concise communication, with a professional and diplomatic approach towards senior stakeholders
• Self-drive, sound prioritization and the ability to deliver within tight deadlines with limited supervision
• Enthusiasm for technology and a "let's automate this" attitude, combined with effective virtual teaming across locations

What’s in it for you

Here at EY, you’ll have the chance to build a truly exceptional experience. We’ll empower you with the latest technology and surround you with high-performing teams. Through our coaching and training programs, you’ll develop the skills you need - all while building a network of colleagues, mentors, and leaders who will be on the journey with you at EY and beyond.

Inclusion is at the heart of everything we do. We are committed to fostering a workplace where everyone has equal access to opportunities. If you require any accommodation during the recruitment process, we are happy to support you.

Click here to find out more about our benefits and corporate social responsibility. 

Are you ready to shape your future with confidence? Apply today.