Portfolio Finance Advisor (Pfa) - Assistant Manager - Dublin

UKI Portfolio Finance Advisor (PFA) – Assistant Manager

General Information

Location: Dublin

Business Area: CBS, Finance

Contract Type: Full-Time – Permanent

The PFA is a member of a high performing Account Support teams, focused on effective Portfolio Management and are at the forefront of finance and business policies, tools and best practices to effectively lead relevant support team members and provide support to Client Servers (CS) and Service Line (SL).

This is a fantastic opportunity for you to join the PFA team at EY.

The PFA will be aligned to a Service Line (SL), teaming with Finance Manager (PBFA), Account Support and Financial Advisors teams in order to meet the needs of the SL.

PFA will have a deep understanding of the SL’s financial performance with a strong focus on working capital management and revenue recognition, leveraging insights to help shape initiatives and strategies that will lead to improved financial performance.

The PFA will be an expert in advising Partners and their teams and support with their portfolio management, drawing on strong commercial, financial and consulting skills.

PFA will also have proven coaching skills to help guide more junior team members aligned to the SL.

There are two main components to the role:

• Service Line level Expertise
• Leading, teaming and coaching

Key responsibilities

• Provides business insight related to the Service Line’s engagement level financial performance

• Work closely with the SL’s Operations Director to agree on relevant priorities aligned with the business needs.
• Provide advice tailored to the business needs that optimises financial and working capital management at portfolio and engagement/project level if necessary
• Demonstrate deep knowledge of financial tools, SL strategies and policies which they can articulate both content and context appropriate for the audience to help our partners navigate in order to deliver work successfully to their clients
• Share forward looking business insights gained from working closely with the business and internal Team to ensure SL leadership are equipped with the knowledge to drive better business decisions
• Willing to get involved to support ad-hoc projects and initiatives led by SL and Finance Leadership

• Leading and coaching internal Finance and Account Support Teams
• Shares their knowledge and experiences across the team to strengthen skills and improve advice to CS
• Support to provide experiential learning opportunities for BA colleagues
• Contribute to capturing and shaping best practices, processes and improved solutions
• Identify and socialize trends and challenges faced by the business enabling Finance to react and address in an effective manner
• Maintain connection with the business and their key stakeholders

Skills and attributes for success

Financial, business and commercial acumen

• High degree of personal ownership and accountability
• Understands the financial and commercial drivers of business performance
• Ability to synthesize detailed knowledge into focused insights and actionable recommendations
• Able to absorb and advocate guidelines and policies to key stakeholders
• Demonstrates awareness of the challenges faced by the business in managing their accounts and engagements

Analytical/Decision Making Responsibilities

• Demonstrates analytical skills and ability to interpret data
• Consumes and distils complex financial knowledge and policy awareness into advice tailored to meet CS needs
• Applies judgement in order to establish root causes which results in recommendations which help CS establish priorities that will optimize margin and improve financial management

Client/stakeholder focused

• Drives interactions that quickly builds trust
• Able to tailor their knowledge to the specific needs of the situation they are required to advise on
• Ability to look at issues from a client server perspective, understanding the commercial pressures they face
• Strong awareness of leadership needs and focus to provide effective advice and recommendations

Communication

• Professional approach, demonstrating tact and diplomacy
• Demonstrates enhanced soft skills when dealing with senior stakeholders
• Able to flex their working style according to the situation and audience
• Excellent questioning, commercial and listening skills
• Requires minimal input in order to deliver concise, insightful and credible financial guidance and advice
• Effective communication and presentation skills

Continuous improvement

• Willingness to share best practices and insights with other members of the team
• Ability to draw insights from others and apply them to other situations
• A successful candidate must be able to work independently and virtually as part of a wider team, using tools and technology to stay connected and be accountable for upskilling their knowledge.

To qualify for the role you must have

• Demonstrable experience in a client driven professional environment in a financial/business capacity

• Proven ability to build credibility and trust with senior stakeholders whilst at times maintain resilience
• Time and project management skills – able to plan and manage time effectively and flexibly to meet priorities
• Ability to thrive in and adapt to a fast changing, growing and high activity environment
• Excellent IT skills – Excel, Word, Outlook and PowerPoint

Ideally, you’ll also have

• Experience of working in finance or operations within a professional services
• Be working towards a recognised accountancy qualification
• Coaching and mentoring skills

What we look for

• Someone interested in joining a dynamic team who wants to develop their business Tax expertise and broaden their experience in a fast moving, technology enabled business world.
• A team player with a strength in coaching and developing others.
• A good work ethic and openness to new challenges.
• Commercial awareness and ability to develop business opportunities in order to generate growth within the firm.
• Excellent communicator with an aptitude to build and manage key client relationships and internal network.

About EY

As a global leader in Assurance, Tax, Transaction and Advisory Services, we’re using the finance products, expertise, and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

What working at EY offers

We offer a competitive remuneration package. Our comprehensive benefits package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs: covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.

Plus, we offer:

• Support and coaching from some of the most engaging colleagues around.
• Opportunities to develop new skills and progress your career.
• The freedom and flexibility to handle your role in a way that’s right for you.

All our employees are given a benefits package which they can tailor to suit their individual preferences. Our range of benefits include:

• Hybrid Working
• Pension/Discounted Health Insurance
• Web Doctor
• Purchase of Additional Annual Leave
• Free Gym Membership
• Travel Pass
• Maternity & Paternity Leave
• Bike to Work Scheme
• Referral Bonuses & Recognition Awards
• Tech MBA paid by EY

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

Career Progression

• When you join EY, you will be supported to ensure that you are enhancing your skills from day one.
• Continuous learning, where you can develop the mindset and skills to navigate whatever comes next.
• As you grow and develop here, you’ll discover opportunities to help customise your career journey, so that it’s as unique as you are - success is defined by you, we will provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership, we will give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture, you will be embraced for who you are and empowered to use your voice to help others find theirs.
• We have embraced Hybrid working at EY adding greater flexibility and autonomy to the roles of our employees.

Inclusion & Diversity

We hold a collective commitment to foster an environment where all differences are valued and respected, practices are equitable and everyone experiences a sense of belonging: Inclusion, diversity, and equity are part of who we are at EY. We believe that the highest-performing teams maximize the power of different perspectives and backgrounds. These teams are both diverse and inclusive and are willing to invite and learn from other perspectives. Our ability to include various viewpoints into our mindsets, behaviours and operations is fundamental to driving innovation, building strong relationships, and delivering the best solutions for our clients.

We recognise the strength that comes from having a diverse workforce and building a culture where we support all our people to achieve their potential. You’ll be embraced for who you are and empowered to use your voice to help others find theirs. As an equal opportunities’ employer, we welcome applications from people of all backgrounds. Reasonable accommodations are offered at every stage of our recruitment process.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. That’s Why, EY.

Apply now.

IMPORTANT: Where Agency assistance is required, our Talent Team will engage directly with suppliers. CVs / Profiles should not be shared directly with Hiring Managers. Unsolicited CVs / Profiles supplied to EY by Recruitment Agencies will not be accepted for this role.