Supervising Associate Portfolio Finance Advisor

Location: Wrocław

Hybrid model: 2 days office/3 days remote

Let us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY.

The Portfolio Finance Advisors deep financial, commercial and advisory expertise supports better business decisions by providing high value insights, portfolio centric focus, global network and leading practices across countries and service lines. Recognizing complex projects and identifying possible innovative solutions allows Portfolio Finance Advisor to proactively drive towards greater results.

The opportunity

We are looking for a Portfolio Finance Advisor with strong financial experience, who will play a key role to advise and support our internal client serving partners to make best use of SAP and its processes in order to effectively manage their portfolios of EY external client projects. The main component of this role is to proactively provide strategic financial advisory support to engagement partners by reaching out through a variety of technological conduits (online chat, phone line, etc.) after using analytics to identify the partner book of business requiring intervention. If you’re flexible and enjoy a continually evolving business environment there’s no better role to further develop your skills!

Your key responsibilities

In the course of providing this support, your objectives are to:

• Ensure engagement teams are properly prepared for client negotiations from a financial perspective
• Explain downstream impacts of different user choices required in SAP
• Provide instruction and guidance on the preparation of external client project completion estimate processes and corresponding financial impact

• You will advise client servers on the best financial outcome, leveraging strong soft skill abilities and global mindset to adapt personal style where needed
• You will be expected to use strong analytical skills to determine individuals/teams in need of proactive outreach to improve financial performance. In addition, you will build strong relationships with regional service line finance teams to understand how to best approach your stakeholders
• You will leverage system and finance expertise to prepare for these discussions: making judgments regarding the topics to be addressed and their prioritization - understanding when to reach out to other functional experts in order to prepare for the interaction.
• You may also be required to help facilitate training for account and engagement teams on SAP and effective financial management practices.

Skills and attributes for success

• You have 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
• You have exceptional customer service skills, including responsiveness and commitment to quality is one of your strong side
• You have strong knowledge of financial metrics and dependencies including ability to calculate variances quickly and accurately

To qualify for the role, you must have

• You are fluent and effective English speaker (C2 level)
• You should have minimum 5 years of experience working in a corporate organization preferably in finance/business/customer service area

Ideally, you’ll also have

• Ability to prioritize workload and deliver outputs within strict deadlines.
• Strong communication and partnering skills with people of all levels of the firm

What we look for

We’re interested in hiring a professional in customer service area (at least 5 years of experience), who is experienced in financial economics. You should be able to work independently with limited supervision and demonstrate self-drive and also prioritize workload and deliver outputs within strict deadlines. As an ideal candidate you should have a strong desire to help and support people requiring assistance and you have to be a fantastic team player.

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across ten locations – Argentina, China, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

About EY

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.

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

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

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline.