Engagement Business Partner - Senior Associate
Listed on 2026-01-09
-
Finance & Banking
Financial Consultant, Financial Analyst, Corporate Finance
Engagement Business Partner - Senior Associate - Newcastle
Location:
Newcastle-Upon-Tyne
Other locations:
Primary Location Only
Date: 6 Jan 2026
Requisition
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Engagement Business Partner
Level 2:
Senior Associate
Location:
Newcastle
Hybrid:
Currently 2-3 days per week in the office
Permanent role
The Engagement Business Partner (EBP) is a finance professional with comprehensive knowledge of systems, processes, and policies. In this internal role, the EBP acts as the Finance single point of contact, collaborating closely with client-serving engagement teams to enable the successful delivery of engagements across the full engagement lifecycle, from opportunity creation to final record archiving.
Please note:
this is not a technical accounting role.
The opportunity
As an Engagement Business Partner, you will play a pivotal role in supporting client-serving teams by ensuring the accurate and timely execution of all engagement lifecycle activities. The main components of this role are:
- Serving as the Finance single point of contact for Engagement Partners and Managers, offering guidance and overseeing all aspects of the Opportunity Engagement Lifecycle (OEL).
- Overseeing the completion of OEL tasks by delegating to Centres of Excellence (CoEs), and monitoring progress to ensure timely delivery.
- Proactively managing financial and quality related risks across your engagement portfolio, intervening where needed to provide strategic advice to uplift the compliance and revenue stability of your portfolio.
- Ensure compliance with service line specific policies and parameters.
- Supporting the annual external audit process.
This is a dynamic and rewarding role that contributes to profitable growth and high-quality client service.
Your key responsibilities
- Manage a portfolio of client opportunities and engagements as the Finance single contact point for assigned Engagement Partners and Managers.
- Coordinate with client servers and CoEs to:
- Apply knowledge of service line specific OEL policies and guidelines to ensure compliance across the OEL lifecycle.
- Monitor and advise on risk assessment and compliance processes.
- Advise on pricing models and engagement budgets.
- Assess financial implications of engagement structures and budgets.
- Support and challenge the Estimate-to-Complete (ETC) processes and related financial updates.
- Support the portfolio’s working capital activity.
- Provide challenge and best practice insights to client servers where required such as through optimal margin, pricing plans or engagement structures.
- Upskill and share knowledge with client servers on OEL best practice, standards and tools.
- Develop a diverse network of relationships across Finance and non-Finance stakeholders to provide holistic Finance support for Engagement Partners and elevate queries beyond remit to other functional experts within Finance (e.g. PFAs).
- Review work performed by CoEs for accuracy and take ownership of OEL tasks when urgent needs arise.
- Seek to understand client-server needs, demands, and the nuances of the specific Service Line to deepen insights and strategic thinking.
- Share best practices across the EBP group to drive consistency and excellence.
- Engage with CoE Managers to flag issues, trends or knowledge required for CoE upskilling.
- Provide subject matter expertise in delivering training on OEL best practices for CoEs.
- Support continuous improvement through identifying opportunities for innovation and automation.
Skills and attributes for success
- Deliver with pace ensuring activities are executed accurately in a fast-moving environment.
- Ability to engage proactively with Engagement Partners to anticipate upcoming needs and ensure OEL requirements are met on time.
- Strong interpersonal skills with a good understanding of the client server perspective and ability to build relationships with them.
- Confident communicator who can challenge constructively and influence outcomes.
- Excellent analytical and commercial acumen, with…
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