Financial Services - Account Project Manager

About the role

An exciting role for a senior person to work alongside senior leaders within the firm. This is an opportunity to lead the back-office function for our most significant accounts. The role requires a diverse skillset in the areas of finance, relationship building and risk management across borders and across business units. The role has a dual reporting line, into the Service Line COO and the Account Leadership Teams of the Accounts they support.

Responsibilities

• Develop and create the code structure for the management of the accounts
• Assist teams with the preparation of and review of detailed account budgets in line with the budget timelines
• Prepare regular management information for the account leadership team including budget vs actual analysis, variance and root cause analysis, cost and profitability forecasts
• Escalate any issues from this analysis early, proposing solutions/adjustments
• Project manage to various milestones set
• Manage the working capital function for these accounts (driving billings and collection of cash)
• Prepare and attend EXCO and margin management presentations
• Coordinate resources from other EY offices and third parties with audit teams
• Communicate with audit partners/senior managers daily on various items (e.g., engagement codes, costs, margin, fees)
• Maintain engagement codes (e.g., estimates to complete)
• Report to the Assurance COO and Operations Director on the financial results of the accounts
• Help implement and drive the optimal service delivery model (Regional Hub in Mauritius/Global Hub in India/Digital) for the accounts
• Implement the use of service level agreements (SLAs) between service lines
• Control costs hitting the account (disbursements, travel, third parties) and ensure recovery from clients
• Ensure compliance with relevant risk management/independence policies
• Be an integral part of developing the global account plan
• Measure and monitor the execution of the account plan

The key areas of responsibility are financial management and operational oversight of the account, risk management and monitoring, working with teams to execute the account strategy, and communicating analysis to firm leadership.

Skills

• Excel skills (formulae, pivot tables, dealing with large amounts of data)
• PowerPoint/presentation skills (ability to craft presentations that accurately present a picture of the account position)
• Financial analytical skills – ability to identify the root cause of issues and provide recommendations to leadership
• Time management
• Project management
• Tailoring communication to different audiences, including an executive level
• Ability to work under pressure
• Prioritisation skills
• Ability to build a network across borders, across businesses and externally