At a Glance
- Tasks: Support client teams by managing finance activities throughout the engagement lifecycle.
- Company: Join a leading professional services firm with a focus on collaboration and innovation.
- Benefits: Competitive pay, flexible working, continuous learning, and a diverse culture.
- Other info: Dynamic environment with opportunities for career growth and personal development.
- Why this job: Make a real impact by guiding financial processes and enhancing client engagements.
- Qualifications: Experience in finance or client-facing roles, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 40000 - 50000 £ per year.
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.
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.
Your key responsibilities include:
- 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 high attention to detail.
- Take ownership of monthly activities, driving progress and proactively managing business outcomes to meet deadlines and performance targets.
- Quick learner with a proactive approach and eager to share knowledge with others.
- Ability to translate complex technical system language into business-relevant terms.
- Skilled listener with sound judgment and the ability to elevate appropriately.
To qualify for the role, you must have:
- Experience in a client-facing or finance-related role within a professional services or corporate environment.
- Experience managing stakeholders and delivering high-impact client service.
- Experience working in hybrid and fast-paced environments.
- Used to working in a fast-paced environment with a strong work ethic.
- Ability to build relationships with people at all levels within the firm.
- Proficiency in Microsoft Office tools (Word, Excel, Outlook, PowerPoint, SharePoint).
- Adaptability and resilience in fast-paced environments.
What we look for:
- Highly motivated, good communicators who can establish credibility with client servers and convey financial impacts in business language back to client servers.
- You will also need to be a team player who is not only looking to enhance their own career but recognises the value in strengthening the team.
What we offer:
- 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 MyReward you can select benefits that suit your needs, including holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.
- Continuous learning: You’ll have access to EY’s world-class learning offerings, on-the-job coaching, and structured development programmes designed to deepen your expertise, broaden your perspective, and help you grow into the next stage of your career.
- Success as defined by you: Define what success looks like for you, and we’ll provide the tools and flexibility to help you achieve it.
- Transformative leadership: Gain the insights, coaching, and confidence to lead with purpose and impact.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
Engagement Business Partner (Finance) - Senior Associate - Newcastle or Belfast employer: EY UK
As an Engagement Business Partner at our Newcastle or Belfast office, you will thrive in a dynamic and inclusive work culture that prioritises employee growth and development. We offer a competitive remuneration package alongside flexible working options, continuous learning opportunities, and a diverse environment where your contributions are valued and recognised. Join us to make a meaningful impact while advancing your career in a supportive setting that champions innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Engagement Business Partner (Finance) - Senior Associate - Newcastle or Belfast
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like EY UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Engagement Business Partner (Finance) - Senior Associate - Newcastle or Belfast
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to EY UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on EY UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at EY UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with EY UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at EY UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former EY UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.