Senior Engagement Finance Advisor

EY; Houston (TX); Hybrid; USD 64,000 - 116,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

401(k) plan

Paid time off options

Job summary

EY is seeking an Engagement Business Advisor (Senior Associate) in the US to own financial and operational activities across the engagement lifecycle. You will advise Partners, Principals, and Managing Directors with data-driven insights to improve margins, revenue recognition, and billing strategies.

You will manage engagement readiness, monitor financial health, identify risks early, and ensure alignment with EY quality and risk standards while coordinating contracts and closeout processes.

Qualifications

• BA/BS degree or relevant experience.
• 3+ years of relevant experience.

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 communication

Team collaboration

Attention to detail

Time management

EY systems knowledge

Education

BA/BS degree

Tools

Microsoft Office

SharePoint

CRM systems

GenAI productivity tools

Job description

EY is seeking an Engagement Business Advisor (Senior Associate) in the US to own financial and operational activities across the engagement lifecycle. You will advise Partners, Principals, and Managing Directors with data-driven insights to improve margins, revenue recognition, and billing strategies.

You will manage engagement readiness, monitor financial health, identify risks early, and ensure alignment with EY quality and risk standards while coordinating contracts and closeout processes.