At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
The opportunity
Our Markets Finance team proactively supports our client servers on complex account decisions, annual planning, financial performance management through the year, engagement margin improvement and investment decisions. This is an exciting opportunity to join our new Finance COE.
As a Project Financial Advisor (known internally as Mercury Business Advisor – Senior Associate), you'll advise and support our client serving teams to effectively manage their external client projects (engagements) from a financial performance perspective. There are two main components of your role: providing impactful, proactive outreach to client serving teams to ensure a financial performance focus on each engagement, and on-demand financial advisory support throughout the engagement life cycle. You'll be assigned to executives based on service line and will provide support either in person or virtually in a time zone conducive environment.
You'll be assigned a book of business of intermediate complexity to help senior executives with engagement analysis, proposing pricing strategies and analyzing budgets against actual figures. You'll also advise on the billing strategies for assigned clients. As well as being the main contact for client related financial analysis and advice, you'll also help EY executives comply with EY finance and quality policies.
Your key responsibilities
- Applies end-to-end Mercury system (SAP finance system) process and policy knowledge when providing the right advice to client serving teams to make the best use of Mercury in order to effectively manage and achieve targeted financial engagement metrics including margin and will execute on volume driven efficiencies.
- Oversees a book of business to help executives with engagement analysis, proposing pricing strategies and analyzing budgets against actual figures. Will also advises on billing strategies for assigned clients.
- Serves as the main contact for client related financial analysis and advice, helping EY executives comply with EY finance and quality policies.
- Consults with assigned executives to provide insights and make recommendations, helping executives achieve their financial goals for each client.
- Leverages and analyzes reporting to identify root causes and consult with client serving teams on how to adjust and improve their engagement metrics; advise and resolve issues through book of business reviews to achieve maximum operational excellence
- Contributes to continuous improvement by sharing knowledge and leveraging leading practices
- Manages user lack of knowledge/frustration and directs the interaction to the best outcome, flexing personal style where needed
Skills and attributes for success
- Strong ability to identify financial anomalies and trends, and then advise leadership on financial strategies that will ultimately impact business decisions
- Strong ability to build rapport and professional relationships
- Highly effective at virtual teaming and influencing skills when partnering with people at all levels of the firm
- Excellent listening skills to provide focused advice, combined with the ability to apply judgment and seek guidance when escalation to a functional expert is appropriate
- Logical approach to problem solving
- Ability to manage time effectively to serve all your assigned Partners and recognize when extra effort/time is needed to produce optimal outcomes
- Strong proficiency with Microsoft Excel and Word programs as well as the ability to learn new applications quickly
- The ability to adapt quickly to change and act as an effective change agent
To qualify for the role you must have
- Bachelor's degree in a relevant area of study (finance, accounting, business) to perform this position
- 2+ years of experience in customer relationship support required to perform this position
- Excellent English written and verbal communication skills
What we offer
We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
- Support and coaching from some of the most engaging colleagues in the industry
- Learning opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that's right for you
Diversity and Inclusion at EY
Diversity and inclusiveness are at the heart of who we are and how we work. We're committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.
