At a Glance
- Tasks: Support client teams by managing finance activities throughout engagement lifecycles.
- Company: Join a leading professional services firm with a focus on collaboration and innovation.
- Benefits: Competitive pay, flexible working, career development, and a comprehensive rewards package.
- Other info: Embrace a diverse culture that values your voice and promotes continuous learning.
- Why this job: Make a real impact in finance while developing your skills 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 who partners with client‑serving engagement teams to enable the delivery of engagements across the full lifecycle, from opportunity creation to final record archiving. This is an internal role and is not a technical accounting position.
As an EBP 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 include:
- 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 when necessary to provide strategic advice and uplift compliance and revenue stability.
- Ensuring compliance with service line specific policies and parameters.
- Supporting the annual external audit process.
Key Responsibilities
- Manage a portfolio of client opportunities and engagements as the finance single point of contact for assigned Engagement Partners and Managers.
- Coordinate with client servers and CoEs to:
- Apply 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 to escalade queries beyond remit to other functional experts within Finance.
- 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.
- 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.
- 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 managing business outcomes to meet deadlines and performance targets.
- Quick learner with a proactive approach and eagerness to share knowledge with others.
- Translate complex technical system language into business‑relevant terms.
- Skilled listener with sound judgment and ability to escalade appropriately.
Qualifications
- 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.
- Strong work ethic and adaptability in fast‑paced settings.
- 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 establish credibility with client servers and convey financial impacts in business language.
- A team player who seeks to enhance their own career while strengthening the team.
What We Offer
- Competitive remuneration package rewarded for individual and team performance.
- Comprehensive Total Rewards package including flexible working, career development and a wide range of benefits such as holidays, health and well‑being, insurance, savings and discounts.
- Continuous learning with access to EY’s learning offerings, on‑the‑job coaching and structured development programmes.
- Opportunities to define success and access the tools and flexibility to achieve it.
- Transformative leadership development with coaching and confidence to lead.
- Diverse and inclusive culture embracing who you are and empowering your voice.
We are an equal‑opportunity employer committed to EEO and affirmative action. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability or veteran status.
Engagement Business Partner (Finance) - Senior Associate - Newcastle or Belfast employer: EY
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, flexible working arrangements, and access to continuous learning opportunities, ensuring you can achieve your career aspirations while making a meaningful impact within our client-serving teams.
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.
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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.
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Don’t shy away from reaching out directly to firms like EY. 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.
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'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
✨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.
✨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 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 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.