Engagement Business Advisor, Associate - Finance

In today’s fast-changing world, our clients’ needs are increasingly complex and the services we offer are rapidly evolving to support them. Our internal finance function is continuously advancing as well. Our global finance mission is to provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working world and achieve our strategic ambitions.

Finance provides a wide range of services. Our US Pipeline-to-Cash Business Operations (P2C) team is one of our finance teams who is responsible for proactively supporting our client servers on various account decisions, annual planning, financial performance management throughout the year, engagement margin improvement and investment decisions.

The opportunity

In the Engagement Business Advisor (EBA) Associate role, you will support client engagements through proactive ownership of core engagement administration, financial coordination, and risk enabled operational activities across the engagement lifecycle. You will partner closely with assigned PPMDs (Partners, Principals, Managing Directors), Senior Managers, and engagement teams to anticipate engagement needs, identify risks, and provide informed recommendations related to engagement setup, economics, billing, and compliance.

As part of the Engagement Business Operations (EBO) team within the P2C organization, you will support engagement readiness, execution, and closeout by actively monitoring engagement health, applying firm policy and process knowledge, and escalating financial or operational risks to enable timely decision making.

Your key responsibilities

• Support a book of business with growing financial advisory responsibility, helping executives analyze engagement economics, pricing considerations, and budget to actual performance.


• Apply finance system and policy knowledge to monitor engagement financial health, identify potential revenue, margin, or billing risks, and surface insights to PPMDs and Senior Managers.


• Maintain strong CRM and engagement data hygiene, actively monitoring for inconsistencies or missing information that may pose downstream financial, compliance, or operational risk.


• Coordinate and influence timely completion of PACE activities (independence, conflicts, new client acceptance, and engagement acceptance), partnering with PPMDs and engagement teams to mitigate delays and quality risks.


• Assist with budget variance analysis, estimates to complete, SOW addendums, and multi milestone invoicing while proactively flagging anomalies or concerns that may impact revenue recognition or client experience.


• Coordinate execution of agreements and maintain required contract documentation repositories in alignment with EBO standards and firm retention requirements.


• Support engagement launch activities by anticipating dependencies and risks, coordinating administrative setup with internal stakeholders (e.g., QRM), and ensuring readiness prior to service commencement.


• Support engagement closeout activities, including final billing coordination and assistance with revenue and accounts receivable administrative processes, ensuring completeness and accuracy.

 Skills and attributes for success

• Demonstrates strong interpersonal skills, with the ability to build rapport across varying social styles and communicate effectively with senior executives.


• Demonstrates executive presence qualities and has strong written and verbal communication skills, effective collaboration capabilities, and the ability to work both independently and as part of a team.


• Proven attention to detail, planning, and organizational skills, with the ability to manage multiple tasks and simultaneously adapt quickly to changing priorities, and consistently meeting deadlines.


• Demonstrates intellectual curiosity, problem‑solving ability, data‑driven mindset, and adherence to established procedures, while applying basic technical and business skills.


• Ability to manage time effectively to support all assigned executives, and recognize when extra effort/time is needed to produce optimal outcomes.


• Ability to work effectively in a virtual teaming environment with the expectation of being on video when partnering with people at all levels of the firm. Exhibits good listening skills, coupled with the ability to apply judgement to ask for help where needed, in order to provide focused advice.


• Knowledge of core business concepts and accounting.


• Ability to adapt quickly to change and act as an effective change agent

To qualify for the role, you must have

• BA/BS degree or relevant experience.  May consider relevant working experience ideally in a relevant area of study (business, finance, accounting, operations, or legal) to perform this position.

• 0-2 years of relevant experience

Ideally, you’ll also have

• Strong proficiency with standard business tools, including but not limited to Microsoft Office (Excel, PowerPoint), SharePoint, and CRM systems.


• Familiarity/proficiency with GenAI productivity tools in a business setting, including Microsoft Copilot.
  
  

What we look for

Finance professionals who are trusted business advisors with a passion for providing exceptional client service to your stakeholders while maintaining high levels of financial management.  Technical competence and the ability to build strong and effective relationships will be key.