Job description

Requisition ID:  74161

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 

The opportunity

We are looking for Portfolio Finance Analysts within the EY Oceania Markets Finance team to be based in any of our offices across Australia and New Zealand on a flexible, full-time permanent basis.

The Portfolio Finance Analyst (PFA) will be part of an extended global PFA network, focused on improving margin performance and at the forefront of finance and business policies, tools and best practices to effectively support Client Servers (CS). This high-profile role will work with leadership to drive our overall growth strategy for EY’s large and complex engagements. Acting as a trusted advisor, you will help navigate the business through the complexities of managing large and complex engagements and translating financial data into commercial terms, providing insight into the account/engagement’s financial performance as well as forward thinking modelling and advice to support future financial decisions. This is a great opportunity for an experienced Commercial/Senior Commercial Analyst who is looking to take the next step up in their career.

Your key responsibilities

The PFA will be 50% aligned to a Service Line (SL) and 50% aligned to a key client account and provide advice and recommendations to key stakeholders, such as partners, client serving teams, operations and finance leaders. A successful PFA will demonstrate and utilise financial, commercial and consulting skills. The PFA provides advice tailored to the client serving teams that optimises margin and financial management at a pursuit, engagement and portfolio level where these are complex in nature and material, including:

Financial analysis related to engagement metrics and drivers (including margin improvement and resource/inventory management)

Providing advice to the Engagement Partner and Client Servers (CS) at the pursuit stage. The PFA is skilled at:

advising on commercial outcomes,

pricing a range of scenarios for analysis

deal reviews,

modelling budgets,

review of leverage models of staffing mix,

review of pricing plans – including rate cards and discount strategies/buyer behaviours. Help the team to evaluate/analyse the margin impact for new rate card and discount proposals,

promoting milestone or scheduled billing opportunities, and

performing estimate to complete (ETC) reviews – including probability of meeting milestones, and recoverability of WIP.

Team closely with the Service Line Finance and Operations Leaders to agree their priorities and focus which are aligned with the business needs, and agreed oversight approach

Attends Deal Review meetings to discuss the pipeline

Link in with the relevant assigned key account team and Business Development (BD) and Markets teams regarding account strategies, pipeline, and assistance with developing rate cards

Skills and attributes for success

A minimum of 3 years of experience in a commercial Finance role

Experience with using data visualisation tools such as PowerBI and/or advanced Excel skills

Ability to support key decision making by synthesising large data sets and translating that into commercial terms

Acting as a trusted business advisor including providing a clear and insightful point of view, demonstrating forward and flexible thinking and challenging business assumptions

Pro-actively developing networks and demonstrate understanding of the organization and landscape in which our clients operate

Strong financial acumen and the ability to understand commercial drivers of engagement performance

Demonstrated experience advising on financial performance and forecast expectations throughout the year, with insights and recommendations to achieve optimal financial performance

Ability to provide engagement teams with a clear understanding of the impact / benefit of applying Master Service Agreements (MSA), rate cards and other client procurement requirements on the largest and most complex pursuits to achieve the best margin outcome

Ideally, you’ll also have

Experience in pricing, including review of pricing plans, rate cards and discount strategies/buyer behaviours

Bachelor’s degree and or professional certification in Finance or a related field

What we offer 

Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.  

Continuous learning: personalised career development including coaching, experiences and formal learning so you’ll develop the mindset and skills you’ll need to thrive in the future. 

Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. 

At EY, you’ll be rewarded and recognised based on your performance and our comprehensive benefits package can be tailored to your individual needs.  

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. If you require any adjustments to the recruitment process in order to equitably participate, we encourage you to advise us at the time of application via contactrecruitment@au.ey.com or  phone +61 3 8650 7788 (option 4). 

We understand the importance of social distancing at this time so our recruitment and onboarding process may be managed virtually so we can continue to prioritise the safety and wellbeing of EY people, clients, guests and the broader public.   

The exceptional EY experience. It’s yours to build.  

EY | Building a better working world 

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.  

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.  

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.  

The preferred applicant will be subject to employment screening by EY or by their external third party provider.