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 high quality data and CRM hygiene, leading client and engagement acceptance activities, drafting engagement 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.

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.
• 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.
• Demonstrates working knowledge of EY opportunity management, deal enablement and administrative systems.
• Demonstrates 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. Exhibits 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.

Pay

The base salary range for this role 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.