Engagement Business Partner - Senior Associate - CBS, Finance - Permanent - Newcastle in Newcastle upon Tyne

Engagement Business Partner - Senior Associate - CBS, Finance - Permanent - Newcastle in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 50000 - 60000 £ / year (est.) No working from home possible
EY UK

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, career development, and a range of personal benefits.
  • Other info: Embrace a diverse culture that values your unique voice and promotes continuous learning.
  • Why this job: Make a real impact by guiding teams and enhancing client engagements in a dynamic environment.
  • Qualifications: Experience in finance or client-facing roles, strong communication, and analytical skills.

The predicted salary is between 50000 - 60000 £ 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 escalate 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 - Senior Associate - CBS, Finance - Permanent - Newcastle in Newcastle upon Tyne employer: EY UK

As an Engagement Business Partner at our Newcastle 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 supportive environment where your contributions are valued and recognised. Join us to be part of a team that champions innovation and collaboration, ensuring you have the tools and resources to define your own success.

EY UK

Contact Details:

EY UK Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Engagement Business Partner - Senior Associate - CBS, Finance - Permanent - Newcastle in Newcastle upon Tyne

Tip Number 1

Network like a pro! Reach out to current employees in similar roles on LinkedIn or through your connections. Ask them about their experiences and any tips they might have for landing the job.

Tip Number 2

Prepare for the interview by understanding the company’s values and how they align with your own. Be ready to discuss how you can contribute to their goals, especially in managing client relationships and financial processes.

Tip Number 3

Practice your communication skills! Since this role requires strong interpersonal abilities, consider doing mock interviews with friends or using online platforms to refine your pitch and responses.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team.

We think you need these skills to ace Engagement Business Partner - Senior Associate - CBS, Finance - Permanent - Newcastle in Newcastle upon Tyne

Stakeholder Management
Client Relationship Building
Financial Acumen
Risk Assessment
Compliance Knowledge
Analytical Skills
Communication Skills

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Engagement Business Partner role. Highlight your relevant experience in finance and client-facing roles, and show how your skills align with the job description.

Showcase Your Communication Skills:Since this role requires strong interpersonal skills, use your application to demonstrate your ability to communicate effectively. Share examples of how you've built relationships and influenced outcomes in previous positions.

Highlight Your Analytical Abilities:The EBP role demands excellent analytical skills. Include specific instances where you've successfully managed financial data or assessed risks, showcasing your attention to detail and commercial acumen.

Apply Through Our Website:We encourage you to submit your application through our website. This ensures that your application is reviewed promptly and gives you the best chance to stand out in the process!

How to prepare for a job interview at EY UK

Know Your Engagement Lifecycle

Familiarise yourself with the Opportunity Engagement Lifecycle (OEL) and its components. Be ready to discuss how you can ensure compliance and manage risks effectively throughout this lifecycle, as this will show your understanding of the role's core responsibilities.

Showcase Your Stakeholder Management Skills

Prepare examples that highlight your experience in managing stakeholders and delivering high-impact client service. Think about specific situations where you successfully built relationships and influenced outcomes, as this is crucial for the Engagement Business Partner role.

Demonstrate Analytical Acumen

Brush up on your analytical skills and be prepared to discuss how you've used them in past roles. You might be asked to assess financial implications or challenge pricing models, so having concrete examples will help you stand out.

Communicate Clearly and Confidently

Practice translating complex financial concepts into business-relevant terms. During the interview, aim to communicate your thoughts clearly and confidently, as strong communication skills are essential for engaging with both finance and non-finance stakeholders.