Engagement Business Advisor, Senior Associate - Finance

About the role

The Engagement Business Advisor (EBA) – Senior Associate role involves overseeing a complex book of business to drive engagement level financial analysis, applying finance system, process, and policy expertise to identify financial risks, maintaining data hygiene, leading client and engagement acceptance activities, drafting contracts, and supporting the full engagement lifecycle.

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.

Qualifications

• BA/BS degree or relevant experience in a relevant area of study (business, finance, accounting, operations, or legal).
• 3+ years of relevant experience.
• 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.