FSO, TC Finance Transformation Subledger Staff 2

EY; Charlotte (NC); Hybrid; USD 70,000 - 115,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Flexible vacation policy

Hybrid work model

Job summary

EY is seeking a Staff Consultant to support finance transformation and technology-enabled accounting initiatives within the Financial Services Subledger practice. You’ll work with insurance, banking, asset management, and alternative investment clients to improve finance processes and data capabilities.

You will document requirements, participate in data migration and testing, and help deliver reporting solutions using Excel, SQL, and BI tools.

Qualifications

• Bachelor’s degree in a related field as listed in the posting.
• 1+ years of experience in finance, accounting, data analysis, or related fields.
• Foundational understanding of financial services, accounting operations, data flows.
• Experience using Excel or other data tools to analyze or reconcile data.
• Ability to document requirements, processes, and test results.
• Willingness to travel approximately 25-50%.

Responsibilities

• Assist with investment accounting, subledger, and financial systems implementation activities.
• Support current-state process reviews, future-state documentation, and implementation planning.
• Collaborate with business, accounting, and technology stakeholders to design and deliver solutions.
• Assist with data migration, conversion, validation, and reconciliation activities.
• Develop test cases, validation procedures, and testing documentation.
• Support the creation of financial, regulatory, management, and operational reporting.

Skills

Strong analytical skills

Finance/accounting knowledge

Data analysis

Excel proficiency

SQL familiarity

Communication skills

Project collaboration

Travel willingness

Education

Bachelor’s degree in Accounting, Finance, Information Systems, Business Analytics, Economics, Engineering, Computer Science

Tools

Excel

SQL

Power BI

Tableau

Alteryx

Python

Job description

Location: New York City, Charlotte, Boston, Chicago, Philadelphia, Dallas

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The Opportunity

As a Staff Consultant within EY's Financial Services Subledger practice, you will support client teams helping insurance, banking, asset management, and alternative investment organizations improve their finance, accounting, reporting, and data environments.

You will have the opportunity to work alongside business, accounting, operations, and technology stakeholders to support finance transformation initiatives, investment accounting platform implementations, subledger modernization programs, data migrations, and enterprise reporting solutions. You will help document requirements, analyze data, support testing activities, and contribute to solutions that improve financial processes, data quality, and reporting capabilities.

Your Key Responsibilities

Support finance transformation and technology-enabled accounting initiatives

• Assist with investment accounting, subledger, and financial systems implementation activities across the financial services sector.
• Support current-state process reviews, future-state documentation, and implementation planning.
• Work with business, accounting, and technology stakeholders to support solution design and delivery.

Gather Accounting, Reporting, And Data Requirements

• Gather and document business, functional, data, and reporting requirements.
• Assist with documentation of accounting frameworks, including product lifecycles, accounting events, chart of accounts structures, accounting elections, and posting rules.
• Help develop functional specifications, process documentation, and related project materials.

Support data conversion, reconciliation, and testing activities

• Assist with data migration, conversion, validation, and reconciliation activities across financial systems.
• Help develop and execute test cases, validation procedures, and testing documentation.
• Analyze accounting and operational data to identify issues, support discrepancy resolution, and improve data quality.

Develop reporting, analytics, and business intelligence activities

• Assist with documentation of reporting requirements and current-state reporting processes.
• Support the development of financial, regulatory, management, and operational reporting materials.
• Help analyze data and prepare reporting outputs using Excel, SQL, business intelligence, or other data tools.

Support solution deployment and business adoption

• Collaborate with project teams, software vendors, and client stakeholders to support system configuration and implementation activities.
• Assist with training materials, user support, and post-go-live stabilization activities.
• Identify opportunities to improve processes, controls, data quality, and reporting effectiveness.

Skills And Attributes For Success

• Strong analytical and problem-solving skills.
• Interest in finance, accounting, data, and technology-enabled transformation.
• Ability to work with business and technology teams to understand requirements and support practical solutions.
• Strong written and verbal communication skills.
• Attention to detail, particularly in data analysis, reconciliation, documentation, and reporting activities.
• Ability to manage assigned tasks and deliver high-quality work in a fast-paced consulting environment.
• Effective collaboration skills and willingness to build relationships across diverse teams.
• Strong organizational skills and ability to support multiple workstreams.
• Curiosity, adaptability, and a continuous improvement mindset.
• Commitment to delivering high-quality client service.

To Qualify for the Role, You Must Have

• Bachelor’s degree in Accounting, Finance, Information Systems, Business Analytics, Economics, Engineering, Computer Science, or a related field.
• 1+ years of experience in finance, accounting, data analysis, financial systems, technology consulting, business analysis, or a related field.
• Foundational understanding of financial services, accounting operations, financial reporting, data flows, or business processes.
• Experience using Excel and/or other data analysis tools to organize, analyze, or reconcile data.
• Ability to document requirements, processes, issues, test results, or project deliverables.
• Ability to collaborate with business, technology, and project team members in a professional environment.
• Willingness and ability to travel approximately 25%-50%.

Ideally, You'll Also Have

• Exposure to finance transformation, investment accounting, subledgers, financial systems implementation, or technology consulting engagements.
• Exposure to financial products such as payments, deposits, loans, securities, debt, derivatives, insurance contracts, or reinsurance.
• Exposure to investment accounting or financial platforms such as BlackRock Aladdin Accounting, Eagle, Clearwater Analytics, SimCorp Dimension, or similar solutions.
• Exposure to ABOR, IBOR, subledger, general ledger, or investment data mart transformation initiatives.
• Experience within insurance, asset management, banking, wealth management, capital markets, or alternative investment organizations.
• Familiarity with GAAP, STAT, regulatory, management, or audited financial reporting processes.
• Experience supporting data migration, reconciliation, validation, testing, or reporting activities.
• Business intelligence and analytics tools such as Power BI, Tableau, or similar reporting technologies.
• Experience with SQL, Alteryx, Python, VBA, Power Automate, or related data and automation tools.
• Experience leveraging AI-enabled tools to improve workflows, support analysis, draft materials, or develop communications.
• Exposure to cloud-based transformation initiatives involving AWS, Azure, or modern enterprise data platforms.
• Experience in Agile delivery environments.
• Professional certifications or progress toward certifications such as CPA, CFA, FRM, PMP, or equivalent credentials.

What We Offer You

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $69,700 to $114,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $83,500 to $130,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].