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.