Senior Engagement Finance Advisor

EY; Charlotte (NC); Hybrid; USD 64,000 - 116,000; Full time

Benefits offered by this job

Total Rewards

Hybrid model

Paid time off

Medical coverage

401(k)

Job summary

EY in the United States is seeking an Engagement Business Advisor – Senior Associate in the P2C team to own and manage engagement level financial and operational activities throughout the opportunity lifecycle.

You will advise Partners and MDs with data-driven insights, drive risk-aware recommendations, and ensure accurate revenue, margin, billing, and contract documentation in a hybrid, client-facing role.

Qualifications

• BA/BS degree or relevant experience in business, finance, accounting, operations, or legal.
• 3+ years of relevant experience.
• Strong proficiency with MS Office, SharePoint, and CRM systems.
• Familiarity with GenAI productivity tools including Microsoft Copilot.

Responsibilities

• Oversee a complex book of business to drive engagement level financial analysis, including pricing considerations, budget to actual performance, and estimates to complete.
• Apply finance system, process, and policy expertise to identify financial risks or trends early, communicate/escalate impacts clearly, and recommend corrective actions to support revenue recognition, margin performance, billing strategy, and collections outcomes on their engagements.
• Maintain high quality data and CRM hygiene, actively monitoring for gaps, inconsistencies, or process breakdowns that may pose financial, operational, or compliance risk.
• Lead and coordinate client and engagement acceptance activities, including independence and conflict processes, applying firm policy knowledge to support quality and risk compliance.
• Draft engagement contracts and related legal documentation (e.g., engagement agreements, SOWs, NDAs, non-reliance letters), applying risk awareness and judgment to support appropriate commercial and compliance outcomes.
• Support the full engagement lifecycle by coordinating the execution of agreements and maintaining compliant contract documentation, advising on launch readiness by anticipating risks and dependencies, and managing closeout, archiving, and financial processes (including billing, revenue, and AR) to ensure accuracy, completeness, and alignment with firm and EBO standards.

Skills

Interpersonal skills

Executive presence

Written communication

Attention to detail

Time management

EY tools familiarity

Education

BA/BS degree or relevant experience

Tools

Microsoft Office

SharePoint

CRM systems

Job description

EY in the United States is seeking an Engagement Business Advisor – Senior Associate in the P2C team to own and manage engagement level financial and operational activities throughout the opportunity lifecycle.

You will advise Partners and MDs with data-driven insights, drive risk-aware recommendations, and ensure accurate revenue, margin, billing, and contract documentation in a hybrid, client-facing role.