Portfolio Finance Advisor (PFA) Manager

Job description

This role can be based in London, Glasgow, Manchester or Birmingham

 

In line with the Global Finance Transformation, Markets Finance are launching new roles in parallel with the deployment of Mercury, a global SAP implementation, one of which is the Portfolio Finance Advisor (PFA). The PFA manager is a member of a high performing and mixed rank PFA team led by the Service Line’s Lead PFA. The PFAs are part of an extended global PFA network and at the forefront of finance and business policies, tools and best practices to effectively support Client Servers (CS).  This is a fantastic opportunity for you to join the PFA team at EY working with senior stakeholders.

The opportunity

The PFA manager will be aligned to a SL, teaming with the PBFA and MBA teams in order to meet the needs of the SL.  They will have a deep understanding of the SL’s financial performance with a strong focus on margin, leveraging their insights to help shape initiatives and strategies that will lead to improved margin performance.

The PFA manager will be an expert in advising PPEDs and their teams which optimizes margin at a pursuit, engagement or portfolio level where there is the complexity and materiality, drawing on strong commercial, financial and consulting skills. 

They will also have proven coaching skills to help guide the PFA Supervising Associates (SA) aligned to their SL.

Your key responsibilities

 

Service Line level Expertise

·  Provides business insight related to the Service Line’s [engagement level] margin, revenue recognition and inventory performance
·  Focuses on scenarios and portfolios that are complex, unique and material in nature
·  Works closely with the Service Line PFA Lead to shape solutions and/or drive adhoc projects that improve support and advice to CS

Teaming

·  Teams with the SL’s PBFA and MBA teams to foster positive and collaborative relationships, knowledge sharing, agree priorities and shaping of strategies that will improve margin performance
·  Works closely with the Service Line PFA Lead to shape training strategies to strengthen the team’s competencies to ensure exceptional client service to the business
·  Works alongside the Service Line  PFA Lead to coach the SL PFA SAs through experiential learning and identification of  stretch opportunities to help them to achieve their full potential

Drives continuous improvement

·  Shapes new solutions, implement best practices and processes to optimise the partner’s financial performance
·  Invests in staying connected with the business in order to share knowledge, collaborate and drive business focus
·  Develop and maintain a SL network across the global PFA community to share and develop solutions and best practices
·  Stay up to date with the firm’s latest policies, processes and tools and proposes recommendations where there is a need

Skills and attributes for success

 

Strong financial, business and commercial acumen

·  Proven financial and commercial acumen of advising on complex and/or material scenarios
·  Strong knowledge of EY’s financial tools and processes
·  Ability to synthesize detailed knowledge into focused insights and actionable recommendations
·  Robust understanding of financial and commercial drivers and interdependencies

Analytical/Decision Making Responsibilities

·  Analyse and consume significant levels of data to form and communicate a crisp view of margin performance, both historic and forward looking
·  Provide financial modelling and advice to support pricing decisions which optimise margin in any given circumstances.
·  Ability to assess drivers of complex financial performance at either an engagement or portfolio level which help to pinpoint root causes with outcomes that derive opportunities for improvement

Client 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 to CS

Communic ation

·  Strong stakeholder management skills
·  Presents and communicates clearly, concisely and persuasively through both verbal and presentation skills
·  Able to recognize and flex their personal style to influence and collaborate with stakeholders

Continuous improvement

·  Developed and led the implementation of an initiative that has led to improved financial performance
·  Focus on how best to enable CS and stakeholders that results in  business benefits
·  Demonstrates deep knowledge of the firm’s and/or SL tools, processes and policies and able to impart this knowledge in an effective manner

Leadership

·  Proven leadership and coaching skills
·  Flexible to meet changing needs
·  Ability to maintain momentum and optimism when facing pressures and setbacks are encountered
·  Desire to share knowledge and enhance the skills of less experienced team members

  To qualify for the role you must have

·  Preference for minimum three to four years’ experience in a commercial and/or financial role
·  Strong financial acumen with a proven ability to influence commercial drivers of business performance
·  Excellent stakeholder management skills and ability to challenge mind sets and status quo with senior stakeholders and maintain resilience at all times

Ideally, you’ll also have

·  A recognised global accounting qualification
·  Experience of shaping and delivering training to junior finance team members

What we look for

 

You will be an experienced Trusted Business Advisor with a passion for providing exceptional client service to your stakeholders with the ability to think on your feet to make innovative and informed decisions.

What working at EY offers

 

We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards 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, coaching and feedback 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

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.

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. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.

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.

 

Apply now.

 

Who we are

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.