Finance Lead - EY Global Delivery Services

The Account Support Engagement-to-Cash Associate Director role will oversee the Accounts Support LATAM team. This role will be primarily responsible for ensuring timely and effective execution of financial and operational activities related client engagement management, as well as managing and leading the LATAM Accounts Support teams.

The Associate Director will be knowledgeable across end-to-end Engagement to Cash activities, from supporting client servers on pricing engagements through invoicing and cash collection. The Associate Director will also be a key leader in building out the broader LATAM Accounts Support team over time.

In addition to overseeing the LATAM team, the Associate Director will bring a strategic mindset, positioning themselves as a critical advisor to work with the US-based Finance team and client serving professionals.  The primary clients served include Client Serving Professionals and US-based Finance Account Support.

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.

Team Leadership and Management:

• Demonstrates responsible leadership and accountability to drive the LATAM team
• Fosters a culture of transparency and accountability in the LATAM team
• Recommend and implement process improvement initiatives
• Foster an environment of collaboration and continue improvement across broader LATAM team

Analytical/Decision Making Responsibilities:

• Make relevant decisions to ensure the LATAM team is providing optimal support for client servers. This role will be responsible for accurately reviewing areas of engagement financial management and effectively managing the team.
• Leverage strong soft skill abilities and a global mindset to drive outcomes for US Client Serving Professionals and US-based Finance Accounts Support resources
• When working on client server portfolios, leverage system and finance expertise to prepare the discussion: make judgments regarding the topics to address and their prioritization, understand when to reach out to other functional experts to help prepare for the interaction.

Engagement-to-Cash Core Activities

• Develop, refine and finalize pricing plans in SAP Enterprise Resource Planning (ERP) system for client servers during deal governance
• Review statement of work (SOW) pricing plans and ensure margin requirements meet criteria
• Responsible for oversight of Engagement Code (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
• Drive interaction between US-based Finance Accounts Support team and LATAM teams to optimize efficiency and minimize error
• Provide oversight and support with LATAM resources during the invoicing process
• Review and validate billing details for client serving engagements
• Ensure generation and delivery of invoices via client servers aligns with SOW
• Accountable for invoice adjustments for client server accounts
• Oversee LATAM support to ensure invoice adjustments and reversals are properly identified and updated per terms and policy
• Oversee cash collection and application are properly executed

Basic qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum of 8-10 years of experience in a finance role required to perform this position
  • Proven experience in a leadership role, managing teams, driving performance.
  • 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.
  • C2 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.