Engagement Business Advisor, Associate - Finance
$49.1k - $89kErnst & Young Oman
Location: Atlanta, Akron, Alpharetta, Baton Rouge, Birmingham, Buffalo, Charleston, Chattanooga, Cincinnati, Des Moines, Grand Rapids, Grandview Heights, Greenville, Huntsville, Indianapolis, Jackson, Jacksonville, Kansas City, Las Vegas, Louisville, Memphis, Milwaukee, Minneapolis, Nashville, New Orleans, Oklahoma City, Orlando, Phoenix, Pittsburgh, Portland, Raleigh, Richmond, Rochester, Rogers, Salt Lake City, St Louis, Tallahassee, Tampa, Toledo, Troy, Tucson, Tulsa, Wichita, Austin, Baltimore, Boca Raton, Chicago, Dallas, Denver, Fort Worth, Hartford, Houston, Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte Engagement Business Advisor (EBA) Associate 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 offer you 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. Equal Employment Opportunity 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 Ernst & Young Oman
$64.2k - $116.4k
...Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) - Senior Associate role, you will be an experienced finance professional within the Engagement Business Operations (EBO) sub‑team of P2C, who...SuggestedContract workWork experience placementSummer holidayWork at officeFlexible hours$49.1k - $89k
Ernst & Young Oman is looking for an Engagement Business Advisor (EBA) Associate in Tucson, Arizona. In this role, you will support client engagements by managing core engagement administration, financial coordination, and operational activities throughout the engagement...Suggested- ...retains an investment and insurance book of business. Owns the client experience, efficiently... ...branch manager and/or investment sales associate, leads the branch team on actions to... ...Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling,...SuggestedFull timeTemporary workWork experience placement
$5,000 per month
...inclusive environment, and our associates dedicate thousands of hours... ...30. The Senior Wealth Advisor, Practice Lead plays a vital... ...email, and virtual meetings. Engagement is both proactive and reactive... ...Bring * Bachelor degree in business or related discipline or equivalent...SuggestedRemote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaRelocation packageFlexible hours- ...office culture that supports collaboration, engagement, and career development. Our approach... ...on role-specific responsibilities and business needs. At Bank of America, you can... ...guidance and coaching to financial center associates during meetings to assist with team...SuggestedWork at officeFlexible hoursShift workDay shift
- Position Overview As a Relationship Banker Business Specialist within PNC's Retail organization, you will be based in Tucson, AZ at the... ...through a differentiated client experience. Perform lobby engagement activities to connect with clients and position PNC products to...Full timeTemporary workWork experience placementWork at office
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator... ...client experience. Performs lobby engagement activities to connect with clients and... ...effectively managing all of the risks associated with their business objectives and activities...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and... ...love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting...
$50k
...you to join as a financial advisor, building your own practice... ...strategies (e.g., residential, business, networking, introductions... ...referrals, social media, speaking engagements). Deeply understand clients’... ...spending account. All associates are eligible for the Employee...Work at officeHome officeFlexible hours$45k - $100k
...clients and 20,000 financial advisors across the U.S. and Canada,... ...our partnership. Edward Jones associates are seen, heard, respected,... ...strategies (residential, business, networking, introductions and... ...social media, and speaking engagements). Deeply understand clients...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $100k
...Jones is seeking a Financial Advisor to build and grow a client... ...sourcing strategies (residential, business, networking, introductions... ...social media, and speaking engagements). Deeply understand clients’... ...will be required. As an associate, you are required to complete...TraineeshipFlexible hours- ## Business Development ManagerApplylocations: Tucson ERtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100011Business... ...outpatient and inpatient utilization of hospital services by engaging and educating key stakeholders, including physicians, office...Work at officeFlexible hours
$10k - $49.99k
...Alternate Titles: Financial Advisor Trainee Tucson,... ...required licensing – a business‑to‑business affiliation... ...Specialties: Premium Financing, Digital Marketing, CPA... ...in the New Associate Program's weekly coaching... ...Managing Director personally engages in 4‑week field training...Contract workFor contractorsTraineeshipSelf employmentSeasonal workWork at officeLocal areaFlexible hours- ...Financial Solutions Advisor - Tucson Area Tucson, Arizona; Tucson... ...for our teammates and businesses based on role-specific considerations... ...requirements, all employees engaged in residential loan mortgage... ...the in-office expectations associated with your role. These expectations...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- PNC Financial Services Group, Inc. seeks a Treasury Management Advisor in Tucson, Arizona. In this role, you will manage... ...to grow sales and revenue while providing insights to enhance engagement. The ideal candidate will have a university degree and over three...
- Program Overview The Business Associate Rotational Leadership Program at FLSmidth is designed to provide participants with a comprehensive understanding... ...thinking. Over the course of one year, participants will engage in rotations across key functional areas including Project...Rotational programWork at office
$60k - $150k
...individuals in Tucson, Arizona, who thrive in a dynamic environment. You'll promote a diverse portfolio of technology solutions while engaging with clients through daily local travel. We offer extensive training and a lucrative commission structure that can lead to total...Local area$50k
...Edward Jones Financial Advisor Join a financial services firm... ...our partnership. Edward Jones associates are seen, heard, respected,... ...(e.g., residential, business, networking, introductions and... ..., social media and speaking engagements). Deeply understand clients...Work at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Registration Candidate - Tucson Area... ...flexibility for our teammates and businesses based on role-specific... ...requirements, all employees engaged in residential loan mortgage... ...on the in-office expectations associated with your role. These expectations...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected. You will engage with the community to bring new clients to...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- PNC Financial Services Group, Inc. is seeking a Relationship Banker Business Specialist in Tucson, AZ to enhance banking relationships. This in-office role includes managing Consumer and Business Banking opportunities, ensuring a high-quality client experience with tailored...Work at office
- ...a motivated, client-focused Associate Advisor to support a high-performing... ...financial plans, assist with 401(k) engagement, and help deliver a... ...meetings and support Tucson’s business‑owner and high‑net‑worth... ...Experience Bachelor’s degree in Finance, Financial Planning,...Full timeInternshipWork at office
- ...appointment setting and effective lobby engagement, ultimately elevating client loyalty.... ...satisfaction as primary considerations in all business decisions and able to leverage that... ...effectively managing all of the risks associated with their business objectives and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...appointment setting and effective lobby engagement, ultimately elevating client loyalty.... ...satisfaction as primary considerations in all business decisions and able to leverage that... ...effectively managing all of the risks associated with their business objectives and...Full timeTemporary workWork experience placementWork at officeShift work
- Job Description This role combines business development with comprehensive client relationship management for retirement plans. The position involves proactively engaging plan sponsors to identify service opportunities, serving as a key liaison between plan sponsors and...Full timeFlexible hours
$52k - $64k
...inclusive environment, and our associates dedicate thousands of hours... ...general distribution options. Engages in a dialogue which educates... ...reimbursement up to $5,250/year Business-casual environment that... ...time Job function Job function Finance and Sales Industries Staffing...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice... ...specialists from every facet of the organization such as business development, marketing, technology, engagement, and experienced advisors as you build your...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Tucson, Arizona. In this role, you will engage with clients to understand their financial objectives, providing tailored advice and strategies that align with their goals related...
- ...Mitigate and control risk as part of daily activities. Identify and engage prospective clients through referrals and financial center... ...specific Financial Center location will be determined based on business needs. New hires may start in a phone‑based capacity while awaiting...Monday to FridayShift workDay shift
- Alternate Titles Financial Advisor Retirement Transition · Sell Your Book of Business · Financial Advisor... ...'s existing market) Engagement Type Book acquisition... ...Specialties: Premium Financing, Digital Marketing, CPA... ...Platform Support for Associates Training allowance and...Full timeLocal areaFlexible hours
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