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Junior Financial Advisor - Calgary Finance COE - job post

3.9 out of 5
Calgary, ABRemote

Pulled from the full job description

  • Dental care
  • Paid time off

Full job description

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

Our Markets Finance team proactively supports our client servers on complex account decisions, annual planning, financial performance management through the year, engagement margin improvement and investment decisions. This is an exciting opportunity to join our new Finance COE.

As a Junior Financial Advisor (known internally as Mercury Business Analyst – Associate), you’ll advise and support our client serving teams to effectively manage their external client projects (engagements) from a financial performance perspective. There are two main components of your role: providing impactful, proactive outreach to client serving teams to ensure a financial performance focus on each engagement, and on-demand financial advisory support throughout the engagement life cycle. You’ll be assigned to executives based on service line and will provide support either in person or virtually in a time zone conducive environment.

Your key responsibilities

  • Applies end-to-end Mercury system (SAP finance system) process and policy knowledge when providing the right advice to client serving teams to make the best use of Mercury in order to effectively manage and achieve targeted financial engagement metrics including margin and will execute on volume driven efficiencies.
  • Oversees a book of business of lower complexity to help executives with engagement analysis, proposing pricing strategies and analyzing budgets against actual figures. Will also advises on billing strategies for assigned clients.
  • Serves as the main contact for client related financial analysis and advice, helping EY executives comply with EY finance and quality policies.
  • Consults with assigned executives to provide insights and make recommendations, helping executives achieve their financial goals for each client.
  • Leverages and analyzes reporting to identify root causes and consult with client serving teams on how to adjust and improve their engagement metrics; advise and resolve issues through book of business reviews to achieve maximum operational excellence
  • Contributes to continuous improvement by sharing knowledge and leveraging leading practices
  • Manages user lack of knowledge/frustration and directs the interaction to the best outcome, flexing personal style where needed

Skills and attributes for success

  • Demonstrates ability to perform financial analysis through formal training and experiences, and ability to apply learning and seek support where needed, in order to identify financial anomalies and trends, and advise leadership accordingly
  • Demonstrates ability to build rapport with varying social styles and build professional relationships
  • Ability to work effectively in a virtual teaming environment with the expectation to be 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
  • Ability to manage time effectively to serve all assigned Partners and recognize when extra effort/time is needed to produce optimal outcomes
  • Proficiency with Microsoft Excel and Word programs as well as the ability to learn new applications quickly
  • The ability to adapt quickly to change and act as an effective change agent
  • Demonstrates executive presence qualities

To qualify for the role you must have

  • Bachelor’s degree in a relevant area of study (finance, accounting, business) to perform this position
  • Bachelor’s degree in a relevant area of study (finance, accounting, business) to perform this position
  • Excellent English written and verbal communication skills

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support and coaching from some of the most engaging colleagues in the industry
  • Learning 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

Diversity and Inclusion at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. From our actions to combat systemic racism and our advocacy for the LGBT+ community to our innovative Neurodiversity Centre of Excellence and Accessibility initiatives, we welcome and embrace the diverse experiences, abilities, backgrounds and perspectives that make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.

EY Way of Work and your health and safety

EY Way of Work recognizes flexibility in the way we collaborate, innovate and deliver with the ability to work in-person and remotely. To support a healthy and safe in-person working environment, EY has implemented various layers of health and safety controls while working in the office or at client or other locations. A critical component of EY’s workplace safety program includes our COVID-19 vaccination policy which requires all personnel to be fully vaccinated against COVID-19 unless an accommodation based on a reason protected by human rights legislation is provided.

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.

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.

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