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EY Americas _Account Operations Specialist 
Philippines, Taguig 
330028158

06.01.2025

Key Responsibilities

  • Ensure relevant stakeholders receive and understand critical business indicators for the account.
  • Aggregate account relevant information by leveraging EY tools and external sources.
  • Develop company research packs by leveraging client websites & external sources and share quarterly financial result summaries with the account team
  • Manage content for account databases, websites, and SharePoint sites
  • Collaborate with opportunity and data owners to ensure sales, pipeline, and revenue data hygiene.
  • Prepare Account meeting packs for account team discussions.
  • Understand organizational hierarchies and support account teams in developing client organization and account team charts.
  • Help maintain data quality with reference to EY tools such as Account Relationship Database, Global Financial Information System, and Customer Relationship Management.
  • Review, update, and validate critical links by collaborating with local teams.
  • Coordinate with account teams to understand the pre-employment screening process as part of compliance checks prior to initiating engagement with the clients.
  • Understand engagement contract documents for EY employees to precisely interpret with pre-employment screening guidelines.
  • Facilitate compliance with client mandated procurement requirements
  • Identify existing processes for refinement using digital platforms, automation tools, and analytics.
  • Achieve operational excellence through the standardization of activities and best practice sharing.
  • Responsible for project management, quality control, review and sharing regular updates on tasks with the involved stakeholders
  • Facilitate knowledge sharing.

Skills and Attributes for Success:

  • Succinct and structured oral and written communication skills with the ability to explain complex concepts clearly and concisely, using appropriate analytics and visualization tools.
  • Experience in Microsoft tools like Excel and PowerPoint.
  • Stakeholder Management and Project Handling
  • Understand stakeholder requirements based on business context.
  • Manage and support initiatives, clarify objectives, priorities, scope changes, and timelines.

Soft Skills:

  • Capability to resolve issues independently and in a team.
  • Strong needs analysis and stakeholder negotiation skills
  • Attention to detail and quality
  • Focus on achieving intended outcomes in a timely manner
  • Challenge insightfully and propose credible solutions.
  • Enjoy a team-based environment and respect others' opinions.
  • Willingness to learn new tools, technology, global developments, and processes.
  • Create a strong and positive rapport with leadership and team members.

Leadership and People Management:

  • Take ownership and demonstrate self-sufficiency.
  • Demonstrate strong operational acumen to create impactful relationships with senior leadership.
  • Work in a dynamic environment with proven ability to multitask and prioritize effectively.
  • Proven ability to be a team player with exposure to working with multi-cultural teams and collaborating virtually.
  • Business acumen and commerciality.
  • Exhibit drive and determination to overcome internal and external barriers and get results from people.
  • Above average competencies in data analysis, business research, writing and presentation, Microsoft tools, communication, and diction.

Qualifications

To qualify for the role, you must have:

  • Any graduate degree with relevant experience.
  • Strong Excel and PowerPoint skills.
  • Demonstrated strong written and oral communication skills in a multi-cultural environment.
  • Ability to use both qualitative and quantitative research and analysis methodologies, including financial analysis skills, to synthesize information, review data inputs, and provide analytic insights.
  • Expert or intermediate level experience in Microsoft Office (Word, Excel, PowerPoint)
  • SharePoint management experience.
  • Experience in a large global organization preferred.
  • Proven ability to influence and build collaborative relationships with a wide range of stakeholders.
  • 3-5 years of hands-on experience in a fast-paced global environment.
  • Experience interacting with geographically dispersed professionals.
  • Understanding of business research or data interpretation and analysis concepts.
  • Proven sound judgment and flexibility in balancing multiple project requirements, tight deadlines, and keeping people and projects moving on schedule, with high attention to detail
  • Understanding of project management concepts and experience working on non-IT projects.

Ideally, you’ll also have:

  • Data reporting skills.
  • Exposure to Power Platform tools like Power Automate, Power Apps, Power BI.
  • Credible experience working in a fast moving, client driven environment.
  • Experience using procurement portals (e.g., SAP Fieldglass or Ariba).
  • Professional services industry experience, or internal or external client serving experience preferred.

Technologies and Tools:

  • Microsoft 365 products, apps, and services.

What We Look For

  • A team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment.
  • A professional with strong interpersonal skills, confidence, maturity, and the ability to build strong client relationships.

US Time

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.