Financial Analyst (Client Engagement Advisor) - Denver
- Denver, CO, USA
- Permanent, Full time
- Ernst & Young - US
- 20 May 19
Advise and support our client serving engagement teams to make best use of Mercury (SAP system) and its processes in order to effectively manage their projects with EY’s external clients. You will possesses end-to-end system, process and policy knowledge and provides the right advice as it is needed and teams with other functions to address the issues facing the business. In this role you will be providing on-demand financial advisory support to engagement teams reaching out through a variety of tools and proactive outreach to engagement teams that have been identified as needing intervention through financial metrics exception reporting.
•Reviews open items in ServiceNow (ticketing system), prioritizes follow up activities and schedules engagement team meetings for the week
•Spends scheduled time 'on the grid', taking calls / chats from client servers - which includes activities such as:
◦Reviewing pricing plans
◦Advising on service line GDS leverage targets
◦Screen sharing to show teams how to add a rate card to the price plan
◦Ensuring engagement teams are properly prepared for client negotiations from a financial perspective
◦Advising on how to select the correct client entity for opportunities
◦Explaining downstream impacts of different user choices required by Mercury
◦Providing instruction and guidance on estimate to complete (ETC) processes and corresponding financial impacts
•Analyzes exception reporting to identify root causes and consults with client serving teams on how to adjust and improve their financials
•Provides guidance on local policy and leading practices
•Facilitates training for client serving teams on Mercury and effective financial management practices
•Contributes to continuous improvement by sharing knowledge and providing support to other team members across borders, service lines, and industries and constantly leverage leading practices
•Makes 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.
•Manages new-user lack of knowledge / frustration and directs 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 analyzing reporting, leverages system and finance expertise to prepare for the outreach: making judgments regarding the topics to address and their prioritization - understanding when to reach out to other functional experts in order to help prepare for the interaction.
To qualify, candidates must have:
•Fluent and effective communication style in English
•Strong ability to learn quickly and share knowledge
•Excellent listening skills to provide focused advice, combined with the ability to apply judgment and seek guidance when escalation to a functional expert is appropriate
•Strong understanding of the client server perspective and the ability to view issues through their lens
•Logical approach to problem solving such that the end-solution is delivered to the customer’s satisfaction
•Professional approach, demonstrating tact and diplomacy
•Ability to prioritize workload and deliver outputs within strict deadlines
•Strong communication and partnering skills with people of all levels of the firm
•Highly effective at virtual teaming and influencing skills
•Strong knowledge of financial metrics and dependencies including ability to calculate variances quickly and accurately
•Experience in translating technical system "jargon" into business relevant terms so that concepts are understandable to client serving teams
•Individuals in this role are expected to recognize when extra effort/time is needed to produce optimal outcomes and manage the situation accordingly, working with peers and supervisors to balance workloads as necessary
•June into early July represents the close of the EY fiscal year. Any time requested must be approved before taking.
•Self-educate and seek additional knowledge by staying up to date with the firm's policies, processes and tools
•Build relationships and stay connected with the business and functional experts
•Completion of a four year college degree (e.g. Bachelor’s degree) in a relevant area of study (finance, accounting) is required to perform this position.
•A minimum of 3 years of experience in customer relationship support required to perform this position