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EY Finance Transformation - Financial Services - WAM - Senior - Consulting - Location OPEN in Austin, Texas

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.

EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

You will work within the CFO vertical of our Wealth & Asset Management (WAM) clients to better align their operating infrastructures within their business strategies. You will support client teams and engagement leadership to bring our broad range of capabilities and insights to enhance the role and effectiveness of the finance and operations function. You will work collaboratively with colleagues in Technology, Strategy, and Assurance to execute on our latest solutions to not only improve operational efficiencies, but to enhance the changing role of the CFO as an indispensable partner tasked with providing better business insights, profitability, and performance measurement.

Your key responsibilities

  • Support client engagement teams at Wealth & Asset Management clients to deliver professional services and participate in business development activities on strategic and global priority accounts.

  • Serve in an execution role to deliver our latest solutions and capabilities including operational improvement, profitability management, finance function activities and business integration.

  • Advise clients on a variety of business process issues that help identify, assess, manage, and measure the organization's capabilities. Use business process, organizational and technology capabilities, and knowledge across some of the following focus areas:

  • Operating Model Design

  • Project Management

  • Finance transformation (Shared Services, Financial Close, General Ledger/ERP management)

  • Finance Strategy (Vision, Mission, Guiding Principles)

  • Financial Accounting and Reporting operations improvement

  • Accounting Change

  • Finance Rapid Assesment

  • Cost optimization

  • Regulatory and Statutory Reporting strategy and improvement

  • Fund Performance & Profitability

  • Participate in engagement management and execution as well as client relationship building and management

To qualify for the role, you must have

  • A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience

  • A degree with an emphasis in Finance, Accounting, Economics, and/or Business; MBA and/or CPA is preferred

  • Approximately 2 years of experience in providing consulting services in the finance function and other operational areas that impact the finance function and/or project experience in the CFO vertical of a Wealth and/or Asset Management firm.

  • Demonstrate characteristics of a forward thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge

  • Ability to thrive in a fast-paced and ambiguous environment, train more junior colleagues and take ownership of work products. Ability to work collaboratively in a team environment

  • Strong analytical and problem-solving skills

  • Excellent oral and written communication skills

  • A strong work ethic

  • A willingness to travel to meet client needs; travel is estimated at 50% + A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally

Ideally, you’ll also

  • Possess a working knowledge and understanding of the overall finance function operations and business process re-engineering within the Wealth & Asset Management sector

  • A degree in business, finance, accounting, computer science, engineering, or a related field.

  • Prior experience in any of the following areas is a positive:

o Assessment and redesign of business, risk, and control processes

o Refinement of target operating models particularly within the Finance function

o Finance transformation and accelerated close

o Sub-ledger/ledger redesign

o Management reporting enhancement

o Business intelligence/decision support

o Financial planning, budgeting, and forecasting

o Business/Merger Integration

o Reconciliation redesign or improvement

o Regulatory and statutory reporting improvement

What we look for

We are looking for the next generation of outstanding leaders to continue our legacy. Our top performers in the past have demonstrated deep knowledge of the financial services marketplace, strong analytical and problem-solving skills, and an ability to adapt and collaborate in changing circumstances. If you are someone who has an appetite to stay abreast of current business and industry trends, develop in-depth technical capabilities and professional knowledge and demonstrate the ability to assimilate new knowledge, then this role is for you.

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 includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

• 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.

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.

EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

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