Engagement Business Advisor, Senior Associate
Listed on 2026-06-25
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Finance & Banking
Regulatory Compliance Specialist, Financial Compliance, Financial Consultant
Location
Akron, Alpharetta, Atlanta, Baton Rouge, Birmingham, Buffalo, Charleston, Chattanooga, Cincinnati, Cleveland, Des Moines, Detroit, Grand Rapids, Grandview Heights, Greenville, Honolulu, 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, San Juan, 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
The opportunityIn 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 independently owns and manages engagement level financial and operational activities throughout the opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners, Principals, Managing Directors), providing proactive guidance, data‑driven insights, and risk‑informed recommendations to enable effective engagement management.
As part of the P2C organization, you will be accountable for driving engagement readiness, monitoring financial and operational health, and identifying risks early to support quality, compliance, and achievement of financial objectives. You will apply judgment, firm policy knowledge, and influencing skills to support sound decision making while ensuring engagement activities are executed accurately, timely, and in accordance with EY quality and risk standards.
Yourkey responsibilities
- Oversee a complex book of business to drive engagement level financial analysis, including pricing considerations, budget to actual performance, and estimates to complete.
- Apply finance system, process, and policy expertise to identify financial risks or trends early, communicate/escalate impacts clearly, and recommend corrective actions to support revenue recognition, margin performance, billing strategy, and collections outcomes on engagements.
- Maintain high quality data and CRM hygiene, actively monitoring for gaps, inconsistencies, or process breakdowns that may pose financial, operational, or compliance risk.
- Lead and coordinate client and engagement acceptance activities, including independence and conflict processes, applying firm policy knowledge to support quality and risk compliance.
- Draft engagement contracts and related legal documentation (e.g., engagement agreements, SOWs, NDAs, non‑reliance letters), applying risk awareness and judgment to support appropriate commercial and compliance outcomes.
- Support the full engagement lifecycle by coordinating the execution of agreements and maintaining compliant contract documentation, advising on launch readiness by anticipating risks and dependencies, and managing closeout, archiving, and financial processes (including billing, revenue, and AR) to ensure accuracy, completeness, and alignment with firm and EBO standards.
- 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 working knowledge of EY opportunity management, deal enablement and administrative systems.
- 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.
- Abili…
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