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, identifying financial risks, and providing guidance to support effective engagement management.
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.
Requirements
To qualify for the role, you must have a BA/BS degree or relevant experience, 3+ years of relevant experience, and strong proficiency with standard business tools, including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM systems.
Qualifications
Proven 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. Demonstrated working knowledge of EY opportunity management, deal enablement and administrative systems. Demonstrated intellectual curiosity, problem-solving ability, data-driven mindset, and adherence to established procedures, while applying basic technical and business skills.
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.
- 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. Flexible vacation policy, EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Pay
The base salary range for this job in all geographic locations in the US is $64,200 to $116,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $77,000 to $132,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Schedule
Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.