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Senior Associate, Finance Business Advisor, CBS, Belfast

Iris Software

London

Hybrid

GBP 35,000 - 70,000

4 days ago
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Job summary

An established industry player is seeking a Mercury Business Advisor to enhance financial engagement with clients. This dynamic role involves advising teams on financial systems, conducting proactive outreach to address risks, and providing training on best practices. You'll leverage your analytical skills and client service expertise to ensure successful project management while fostering a culture of financial awareness. This fast-paced environment offers continuous learning and growth opportunities, empowering you to make a meaningful impact and thrive in a diverse and inclusive culture. If you're ready to take your career to the next level, this is the opportunity for you.

Benefits

Continuous Learning

Flexible Work Environment

Leadership Development

Diverse and Inclusive Culture

Qualifications

  • Experience in a financial/business capacity with strong client service skills.
  • Proven ability to manage stakeholders and deliver exceptional client service.

Responsibilities

  • Outreach to client teams to resolve financial queries and mitigate risks.
  • Facilitate training on financial systems and best practices.

Skills

Analytical Skills

Problem Solving

Time Management

Communication Skills

Stakeholder Management

Client Service

Adaptability

Attention to Detail

Education

Minimum two years’ experience in a client driven professional environment

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

SharePoint

Job description

CBS Finance - Mercury Business Advisor – Senior Associate

The Mercury Business Advisor is a finance professional with end-to-end system, process and policy knowledge who provides expert advice on how to maximise the economics of our engagements and partners with other functions to address the issues facing the business.

The opportunity

The Mercury Business Advisor plays a key role to advise and support our client serving engagement teams making best use of our financial system, Mercury, and its processes to effectively manage their projects with EY’s external clients through:

  • Impactful proactive outreach to engagement teams where financial risks have been identified through exception reporting to develop a strong culture of financial awareness and accountability
  • Providing financial advisory support to engagement teams

It is an exciting, fast paced role that helps us to deliver profitable growth and offers career development opportunities within EY. Furthermore, you will act as an ambassador, embodying the EY culture and reputation.

Your key responsibilities

  • You will outreach to client teams based on analysis of generated and customised reports and take responsibility for ensuring all queries are resolved to suitable completion to mitigate financial risk
  • Facilitate training for client serving team on our financial system Mercury and financial best practice
  • Contribute to continuous improvement by sharing knowledge and providing support to other team members across borders and service lines and constantly leverage leading practices
  • Spend a limited amount of scheduled time providing incoming financial advisory support to engagement teams via phone or online chat
    • Reviewing pricing and engagement budgeting
    • Explaining downstream financial impacts of engagement structure and budget
    • Provide instruction and guidance on estimate to complete (ETC) processes and corresponding financial impacts
    • Support on; billing related queries, engagement set up queries, risk, local policies

Analytic and Decision-Making Responsibilities:

  • Make relevant decisions to ensure client servers receive a timely and accurate response such that questions / issues are resolved in a one-stop basis where possible - and where that is not possible, escalated to the appropriate functional expert quickly and effectively.
  • Manage new user lack of knowledge / frustration and direct the interaction to the best outcome for the end-user, leveraging strong soft skill abilities and global mindset to adapt personal style where needed
  • When working on client server portfolios, leverage system and finance expertise to prepare the discussion: making judgments regarding the topics to address and their prioritisation - understanding when to reach out to other functional experts to help prepare for the interaction

Skills and attributes for success

  • Professional approach with a strong understanding of the client server perspective and able to view issues empathetically
  • Ability to solve problems and provide a credible solution
  • Confident to challenge where appropriate
  • Strong analytical and numeracy skills, with a high degree of accuracy and attention to detail
  • Vigorous time management skills and able to balance multiple priorities by considering risk, importance, and level of urgency
  • Eagerness to learn quickly, be proactive and share knowledge
  • Experience in translating technical system "jargon" into business relevant terms so that concepts are understandable to client serving teams
  • Well-developed listening skills to provide focused advice, combined with the capability to apply judgment and seek guidance when escalation to a functional expert is appropriate
  • Excellent written, oral, and virtual communication skills with the confidence to assist with delivering presentations, training material and knowledge sharing
  • Assurance to deliver challenging messages and drive communication to a mutual understanding in a professional manner
  • Demonstrate the ability to become an effective change advocate

To qualify for the role, you must have

  • Minimum two years’ experience in a client driven professional environment in a financial/business capacity
  • Proven stakeholder management and delivering of exceptional client service
  • Experience working with customers remotely in a hybrid working environment
  • Used to working in a fast-paced environment with a strong work ethic
  • Ability to interact well with people at all levels within the firm and build strong relationships
  • Strong IT skills – Word, Excel, Outlook, PowerPoint and SharePoint
  • Desire to thrive in and adapt to a fast changing and high activity environment
  • Be innovative, confident, and creative thinker with ability to make quick decisions
  • Can think on your feet, use initiative and judgement to make informed decisions

What we offer

· Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.

· Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

· Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

· Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

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

The exceptional EY experience. It’s yours to build.

Apply now.

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