EY

Portfolio Finance Analyst, Core Business Services, Finance

Recruiter
EY
Location
Melbourne, Victoria, Australia
Salary
Competitive salary
Posted
11 May 2021
Closes
14 May 2021
Ref
MEL002OL
Approved employers
Approved employer
EY Oceania is launching new roles, one of which is the Account Financial Advisor (AFA).

The AFA will be part of an extended account team, focused on promoting sound financial management and at the forefront of finance and business policies, tools and best practices to effectively support Client Servers (CS).

This is a high-profile role working with account leadership to promote best practice financial management for a key EY account. Acting as a trusted advisor, you will help navigate the business through the complexities of managing large and complex engagements, while promoting operational excellence across the account. This is a great opportunity for an experienced Commercial/Senior Commercial Analyst who is looking to take the next step up in their career. Read on to find out more!

Your Key Responsibilities:

The Account Financial Advisor (AFA) is a finance professional with robust knowledge and experience. The AFA will be aligned to a key client account to promote optimal financial management procedures, while providing technical advice and support on complex pursuits and engagements.

A successful AFA will demonstrate and utilise financial, commercial and consulting skills. The AFA provides advice tailored to the client serving teams that optimises precision and efficiency at a pursuit, engagement and portfolio level where these are complex in nature and material, including:
  • Team closely with Account Leaders and Engagement Managers to document and implement best practice financial management protocols across the account
  • Financial analysis related to engagement metrics and drivers (including margin analysis and resource/inventory management)
  • Providing advice to the Engagement Partner and Client Servers (CS) at the pursuit and engagement stages. The AFA is skilled at:
    • advising on commercial outcomes,
    • modelling budgets,
    • analysing drivers of variance on complex engagements,
    • review of leverage models of staffing mix,
    • advising on optimal engagement architecture,
    • portfolio-level reporting and financial analysis,
    • review of pricing plans - including rate cards, fixed charge, and margin-based fees,
    • Help the team to evaluate/analyse the margin impact of key commercial decisions and scope changes
  • Attends regular meetings with Partners and Engagement Managers to advise on commercial performance
  • Proactively link with the account team, Business Development (BD) and Markets teams regarding account strategies and pipeline.

Skills and Attributes for Success:
  • Ability to support key decision making by synthesising large data sets and translating that into commercial terms
  • Ability to design and document end-to-end operational protocols for stakeholders at all levels of seniority
  • Drafting technical documentation and designing tools to assist client servers in optimising financial management practices
  • Acting as a trusted business advisor including providing a clear and insightful point of view, demonstrating forward and flexible thinking and challenging business assumptions
  • Proactively developing networks and demonstrate understanding of the organizational landscape in which our client serving teams operate
  • Demonstrated experience advising on financial performance and impact / benefit of key commercial decisions

To qualify for the role you must have:
  • Strong financial acumen and the ability to understand commercial drivers of engagement performance
  • Proficiency in Microsoft office suite, including intermediate to advanced excel
  • Demonstrated ability to design, document and implement operational protocols
  • Exceptional written and oral presentation skills with the ability to present complex information in a clear and articulate manner
  • Proven ability to build credibility and trust with senior stakeholders
  • Proactive approach to work and the ability to anticipate the needs of the business and deliver accordingly

Ideally, you'll also have
  • A minimum of 3 years of experience in a commercial Finance role; or
  • Experience with using data visualisation tools such as PowerBI and/or advanced Excel skills
  • Whilst not essential, experience in pricing, including review of pricing plans, rate cards and discount strategies/buyer behaviours
  • While not essential, completion of relevant finance qualifications would also assist in performing this role, including:
    • Completion of a four-year University degree (e.g. Bachelor's degree),
    • graduate level education and/or
    • professional certification.


What working for EY offers

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 FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
  • Support, coaching and feedback from some of the most engaging colleagues around
  • Opportunities to develop new skills and progress your career
  • The freedom and flexibility to handle your role in a way that's right for you

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

About EY

As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer by 2020 a reality.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Make your mark. Apply now.

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