Finance Transactional Associate

Ernst & Young
06 Apr 2018
14 May 2018
Contract Type
Full Time

Transactional Associate

In line with the Global Finance Transformation, our Markets Finance function are launching new roles in parallel with the deployment of a global SAP implementation known as Program Mercury. One of these roles will be the Transactional Associate who will be a member of a high performing and mixed rank team and part of the Markets Finance function.

This role will support the internal client serving engagement in various transactional activities and ensure a high quality service is provided at all times.

The opportunity

The Transactional Associate will play a key role to provide advice and provide support to our client serving engagement teams by utilising information they have provided to effectively manage their projects with EY's external clients and key this information directly into our new system. The role will be quality focused working closely with colleagues in other parts of Markets Finance while based in the Belfast Delivery Centre. This will be done through a variety of technological conduits such as online chat, email, phone lie or by logging a ticket. This is a varied role which will enable you to enhance or develop your career within EY. Furthermore, you will act as an ambassador for Markets Finance, embodying the EY culture and reputation.

Your key responsibilities

  • Take responsibility for ensuring that all transactions are processed within a suitable timeframe
  • Ensure that all queries are resolved to a suitable conclusion or escalated where required
  • Review various control reports to ensure all transactions are dealt with correctly
  • Provide guidance on local policy and leading practices
  • Have a good understanding of EY internal systems which manage our sales, risk and financial processes
  • Review open items in ServiceNow (ticketing system), prioritise follow up activities and escalate any activities which require follow up

Spend scheduled time 'on the grid', taking calls / chats from client servers - which includes activities such as:

  • Reviewing pricing plans
  • Advising on how to select the correct client entity for opportunities
  • Explaining downstream impacts of different user choices required by Mercury
  • Provide instruction and guidance on estimate to complete (ETC) processes and corresponding financial impacts

Skills and attributes for success

  • Professional approach with a good understanding of the client perspective and the awareness to view issues empathetically
  • Strong analytical and numeracy skills, with a high degree of accuracy and attention to detail
  • Good call handling skills, with a customer service focus
  • Problem solving attitude with an analytical approach coupled with the aptitude to explain solutions in an effective manner
  • Resilient disposition and able to deal with challenging users
  • Time management skills and able to balance multiple projects and priorities
  • Desire to learn quickly, be proactive and share knowledge
  • Excellent written, oral and virtual communication skills
  • Continuous improvement mind-set with the ability to thrive in and adapt to a fast changing, growing and high activity environment
  • Confidence to anticipate client needs and recognise issues while seeking guidance on solutions where required

To qualify for the role you must have

  • Experience working with customers remotely and working under pressure
  • Ability to apply knowledge or take a fresh perspective to solve problems and issues that arise
  • Time management skills - able to plan and manage time effectively and flexibly to deal with key priorities
  • Confidence to interact well with a diverse customer base
  • Competence in Microsoft office with intermediate skills in Excel
  • Excellent oral and written communication skills
  • Sound attention to detail and be able to successfully meet deadlines
  • An organised work methodology and be self-disciplined with the ability to thrive in and adapt to a fast changing, high activity environment
  • Dedication to teamwork

Ideally you'll also

  • Have experience in a customer support role
  • Be innovative, confident and creative thinker with the ability to think on your feet, use initiative and judgement to make informed decisions
  • Have experience in working for a professional service or consultancy environment

What we look for

You will be a trusted business advisor with a passion for providing exceptional client service whilst maintaining high levels of customer service for internal stakeholders.

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

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