Location: London
Other locations: Primary Location Only
Date: 4 Oct 2024
Finance Business Advisor – Senior Associate
The Finance Business Advisor (known internally as Mercury Business Advisor (MBA)) is a finance professional with end-to-end system, process and policy knowledge who provides expert advice on how to maximise the economics of our engagements and partners with other functions to address the issues facing the business. This is an internal finance support role supporting our client serving engagement teams and it should be noted that this is not a technical accounting role.
The opportunity
The Finance Business Advisor (MBA) plays a key role to advise and support our client serving engagement teams making best use of our financial system, Mercury, and its processes to effectively manage their projects with EY’s external clients. There are two main components to this role:
1. Providing first line on-demand financial advisory support to engagement teams reaching out through a variety of technological conduits (online chat, phone line or by logging a ticket)
2. Impactful proactive outreach to engagement teams where financial risks have been identified through exception reporting to develop a strong culture of financial awareness and accountability.
It is a challenging role that helps us to deliver profitable growth and offers career development opportunities within EY. Furthermore, you will act as an ambassador, embodying the EY culture and reputation.
Your key responsibilities
* You will outreach to client teams based on analysis of generated and customised reports and take responsibility for ensuring all queries are resolved to suitable completion to mitigate financial risk
* Ensure effective and efficient completion of prevent controls tickets, escalating where appropriate
* Spend scheduled time, taking calls / chats / reviewing tickets in ServiceNow (ticketing system) - which includes activities such as:
o Reviewing pricing and engagement budgeting
o Explaining downstream financial impacts of engagement structure and budget
o Provide instruction and guidance on estimate to complete (ETC) processes and corresponding financial impacts
o Maintaining compliance with the highest standards and best practices required for On Demand services.
o Support on; billing related queries, engagement set up queries, risk, local policies
* Facilitate training for client serving team on our financial system Mercury and financial best practice
* Contribute to continuous improvement by sharing knowledge and providing support to other team members across borders and service lines and constantly leverage leading practices
Analytic and Decision-Making Responsibilities:
* Make relevant decisions to ensure client servers receive a timely and accurate response such that questions / issues are resolved in a one-stop basis where possible - and where that is not possible, prioritise and escalate to the appropriate functional expert quickly and effectively.
* Manage new user lack of knowledge / frustration and direct the interaction to the best outcome for the end-user, leveraging strong soft skill abilities and global mindset to adapt personal style where needed
* When working on client server portfolios, leverage system and finance expertise to prepare the discussion: making judgments regarding the topics to address and their prioritisation - understanding when to reach out to other functional experts to help prepare for the interaction.
Skills and attributes for success
* Professional approach with a strong understanding of the client server perspective and able to view issues empathetically
* Ability to solve problems and provide a credible solution
* Confident to challenge where appropriate
* Strong analytical and numeracy skills, with a high degree of accuracy and attention to detail
* Vigorous time management skills and able to balance multiple priorities by considering risk, importance, and level of urgency
* Eagerness to learn quickly, be proactive and share knowledge
* Experience in translating technical system "jargon" into business relevant terms so that concepts are understandable to client serving teams
* Well-developed listening skills to provide focused advice, combined with the capability to apply judgment and seek guidance when escalation to a functional expert is appropriate
* Continuously building and expanding internal networks
* Excellent written, oral, and virtual communication skills with the confidence to assist with delivering presentations, training material and knowledge sharing
* Strong communication skills, ability to select the most effective method and displaying the ability to communicate desired actions and highlight urgency/ get the hook whilst challenging, flexing style as required for best results
* Assurance to deliver challenging messages and drive communication to a mutual understanding in a professional manner
* Demonstrate the ability to become an effective change advocate
To qualify for the role, you must have
* Experience in a client driven professional environment in a financial/business capacity
* Proven stakeholder management and delivering of exceptional client service
* Experience working with customers remotely in a hybrid working environment
* Used to working in a fast-paced environment with a strong work ethic
* Ability to interact well with people at all levels within the firm and build strong relationships
* Strong IT skills – Word, Excel, Outlook, PowerPoint, and SharePoint
* Desire to thrive in and adapt to a fast changing and high activity environment
* Be innovative, confident, and creative thinker with ability to make quick decisions as an individual
* Can think on your feet, use initiative and judgement to make informed decisions
What working at EY offers
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
* Support, coaching and feedback from some of the most engaging colleagues around
* Opportunities to develop new skills and progress your career
* The freedom and flexibility to handle your role in a way that’s right for you
EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.
About EY
As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world.
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