Engagement Business Advisor, Associate - Finance

Location: Atlanta, Jacksonville, Nashville, Phoenix, Tampa, Austin, Chicago, Dallas, Denver, Houston, Philadelphia, Charlotte At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. In today’s fast-changing world, our clients’ needs are increasingly complex and the services we offer are rapidly evolving to support them. Our internal finance function is continuously advancing as well. Our global finance mission is to provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working world and achieve our strategic ambitions. Finance provides a wide range of services. Our US Pipeline-to-Cash Business Operations (P2C) team is one of our finance teams who is responsible for proactively supporting our client servers on various account decisions, annual planning, financial performance management throughout the year, engagement margin improvement and investment decisions. The opportunity In the Engagement Business Advisor (EBA) Associate role, you will support client engagements through proactive ownership of core engagement administration, financial coordination, and risk enabled operational activities across the engagement lifecycle. You will partner closely with assigned PPMDs (Partners, Principals, Managing Directors), Senior Managers, and engagement teams to anticipate engagement needs, identify risks, and provide informed recommendations related to engagement setup, economics, billing, and compliance. As part of the Engagement Business Operations (EBO) team within the P2C organization, you will support engagement readiness, execution, and closeout by actively monitoring engagement health, applying firm policy and process knowledge, and escalating financial or operational risks to enable timely decision making. Your Key Responsibilities Support a book of business with growing financial advisory responsibility, helping executives analyze engagement economics, pricing considerations, and budget to actual performance. Apply finance system and policy knowledge to monitor engagement financial health, identify potential revenue, margin, or billing risks, and surface insights to PPMDs and Senior Managers. Maintain strong CRM and engagement data hygiene, actively monitoring for inconsistencies or missing information that may pose downstream financial, compliance, or operational risk. Coordinate and influence timely completion of PACE activities (independence, conflicts, new client acceptance, and engagement acceptance), partnering with PPMDs and engagement teams to mitigate delays and quality risks. Assist with budget variance analysis, estimates to complete, SOW addendums, and multi milestone invoicing while proactively flagging anomalies or concerns that may impact revenue recognition or client experience. Coordinate execution of agreements and maintain required contract documentation repositories in alignment with EBO standards and firm retention requirements. Support engagement launch activities by anticipating dependencies and risks, coordinating administrative setup with internal stakeholders (e.g., QRM), and ensuring readiness prior to service commencement. Support engagement closeout activities, including final billing coordination and assistance with revenue and accounts receivable administrative processes, ensuring completeness and accuracy. 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 meeting deadlines. 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. Knowledge of core business concepts and accounting. Ability to adapt quickly to change and act as an effective change agent To qualify for the role, you must have BA/BS degree or relevant experience. May consider relevant working experience ideally in a relevant area of study (business, finance, accounting, operations, or legal) to perform this position. 0-2 years of relevant experience Ideally, you’ll also have 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. What We Look For Finance professionals who are trusted business advisors with a passion for providing exceptional client service to your stakeholders while maintaining high levels of financial management. Technical competence and the ability to build strong and effective relationships will be key. What We Offer You At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $49,100 to $89,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $58,900 to $101,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. 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. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated 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. Are you ready to shape your future with confidence? EY accepts applications for this position on an on-going basis. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 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 View email address on click.appcast.io. #J-18808-Ljbffr EY