Account Support - Senior Associate - EY Global Delivery Services
EY · Caba
Title: Account Support (Engagement-to-Cash) Senior Associate
Department: Finance
Reports To: Account Support (Engagement-to-Cash) Assistant Director
Location: TBD
Position Type: Full-Time
This Position:
The Account Support Engagement-to-Cash Senior Associate will be responsible for executing financial and operational activities, alongside the US-based Finance team and client serving professionals, to manage the financials of client engagements.
This role will be knowledge across all activities in the “Engagement-to-Cash” process and will play an active role in building and training the LATAM Accounts Support team over time.
This role will leverage their expertise to assist client serving engagement teams by driving finance activities across pricing, engagement code management, invoice generation, collections, and cash application process areas. In addition to providing hands-on support, this role will provide guidance to LATAM support resources.
This role will primarily work with the US-based Accounts Support Finance teams and directly support US-based Client Serving engagement teams.
Below is our ‘wish list’ but don’t worry if you don’t tick all the boxes. We’re interested in your strengths, what you want to learn, and how far you want to go.
Analytical/Decision Making Responsibilities:
- Interact with US-based Finance account support based on analysis of engagement details and statement of work (SOW)
- Provide hands-on support for the end-to-end Engagement to Cash process
Core Engagement-to-Cash Activities
- Develop pricing plans using an Enterprise Resource Planning (ERP) system for client servers during deal governance
- Responsible for the finalization of pricing plans in ERP system
- Review Statement of Work (SOW) pricing plans and ensure margin requirements meet criteria
- Responsible for E-Code process in the ERP platform including the creation of code for engagements, standardizing billing terms, and ensuring codes align to policy before closing in ERP system
- Accountable for the validation and processing of Estimate to Complete (ETCs)
- Provide manual intervention when necessary to close the engagement process
- Prepare preliminary billing details per SOW provided by client servers and US-based account support
- Review and validate billing details with US-based Finance support
- Ensure generation and delivery of invoice to client servers algins with SOW
- Accountable for management of collections and invoice adjustments for client server accounts
- Ensure adjustments and reversals are properly identified and updated per terms and policy
- Prepare and analyze invoice adjustments / reversals
- Collaborates with US-based account support to client cash collection, escalation and resolution
Basic qualifications:
- Bachelor’s degree in Accounting, Finance, or related field
- Minimum of 1-3 years of experience in a finance role required to perform this position
- Excellent analytical, problem-solving, and organizational skills.
- Proficiency in Microsoft Suite of applications (Excel, PowerApp), PowerBI, Data Analytics tools and SAP is essential.
- Proficient in accounting software and ERP systems; experience with SAP or similar platforms is a plus.
- Proficiency in English.
- Ability to liaise with US based roles.
- Provide support and guidance to team members as needed.
What We Look For:
• A dynamic individual who is ready to think out of box to come up with solutions to drive the operations more efficiently and support at strategic level to help grow the overall alliance business.
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 to the complex issues facing our world today.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.