Engagement Business Advisor, Senior Associate - Finance

About the role

The Engagement Business Advisor (EBA) – Senior Associate role within the US Pipeline-to-Cash Business Operations (P2C) team supports clients on various account decisions, annual planning, financial performance management, engagement margin improvement, and investment decisions. This role involves overseeing a complex book of business to drive engagement level financial analysis, managing financial risks, and coordinating client and engagement acceptance activities.

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

• Strong interpersonal skills, with the ability to build rapport across varying social styles and communicate effectively with senior executives.
• Executive presence qualities and strong written and verbal communication skills, effective collaboration capabilities, and the ability to work both independently and as part of a team.
• Prominent attention to detail, planning, and organizational skills, with the ability to manage multiple tasks and simultaneously adapt quickly to changing priorities, and consistently meet deadlines.
• Proven working knowledge of EY opportunity management, deal enablement and administrative systems.
• 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.
• 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.

Qualifications

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

Benefits

Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Base salary range for this role in the US is $64,200 to $116,400, with a higher range for certain locations. EY offers a flexible vacation policy and supports designated holidays, winter/summer breaks, personal/family care, and other leaves of absence.

Pay

$64,200 to $116,400 (base salary)

Schedule

Hybrid model with most people in external, client serving roles expected to work together in person 40-60% of the time over the course of an engagement, project or year.

Application Instructions

EY accepts applications for this position on an ongoing basis. For those living in California, please click here for additional information. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.