What are the responsibilities and job description for the Contracts Compliance Management - Financial Services - Manager- Philadelphia position at EY?
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.
Job Title: SM&G Administration - Manager - Service Delivery Center
Location: Philadelphia (US)
Role(s) Open for this Requisition:
- Chief of Staff, Operations Oversight (SDC - PHL)
- Chief of Staff, Operations Oversight (SDC - PHL)
FSO Introduction
EY is the only professional services firm with a separate business unit, the Financial Services Office ("FSO), dedicated to the wealth and asset management, bank and capital markets, and insurance firms. Our FSO teams have been at the forefront of the most significant industry events that are reshaping and redefining the financial services industry. As a Manager in EY Comply, you will work primarily in one of our SDC EY offices in Philadelphia, which is one of our EY "offices of the future" and comprised of high-performing resources, who work closely with our experienced client serving professionals, to deliver managed services to our Financial Services clients. 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 play a key role in supporting a new team set to define the way private equity and PE Fund of Fund General Partners (GPs) meet their fund controllership, investment books and records, regulatory, tax, and financial statement reporting requirements. Top-tier GPs and investment managers are increasingly looking to EY to provide operational services for critical functions, in parallel with their current custodians. You will play a key role in leading a team responsible for coordinating and defining how EY manages its engagements with top-tier GPs from a commercial, contract and financial perspective including: supporting commercial discipline and managing contract compliance; managing service economics and financial reporting to internal and client stakeholders; overseeing scope changes and implications on invoiced fees and managing scheduled governance meetings with client executives. Join our team in building a new service and identifying innovative ways for GPs to manage books and records, as well as timely fund financial statements.
Your key responsibilities
- Review and analyze complex contractual obligations, dependencies and key metrics which track operational service progress, cost flow/invoicing, and project costs/budgets among other metrics
- Support management of multi-million-dollar budget, planning, revenue projects and coordinate invoicing of a client-facing fund controllership service
- Advise business leaders on the insights derived from key performance indicators and proactively highlight areas of concern
- Ensure stakeholders are kept informed about progress, escalating issues/risks, and expected outcomes
- Prepare and present analysis, insights, and recommendations to assist governance forums with decision making
- Manage senior analysts to drive execution and provide high-quality work within expected timeframes and budget
- Review your team's work products (financial analysis, enhancement specifications, governance documents, issue, and enhancement trackers) and provide necessary coaching for improvement
- Bring an innovative mindset and experience to evolve the service model across 6 global locations
- Build and foster high performing teaming, inspiring through team vision and career advancement opportunities
- Draft, review and advise on contract changes, such as change orders, amendments, and statements of work
- Demonstrate a mastery of working on multiple high priority projects simultaneously.
- Proactively identify and evaluate contractual and commercial risks; developing effective mitigations and/or justifications so that EY may accept appropriate risks and maintain a competitive market position.
Skills and attributes for success
- Ability to foster an innovative and inclusive team-oriented work environment, playing an active role mentoring junior level resources
- Effective leadership, project management, and organizational skills
- Ability to develop relationships with team members across multiple geographic locations and time zones
- Proficiency in business writing, contract drafting, negotiating, and advising internal clients
- Excellent interpersonal, communication, presentation, facilitation, networking, and influence skills.
- Demonstrated knowledge and judgment about contractual, financial, and commercial issues in transactions; knowledge and judgment about prevailing market standards, in the financial services and/or outsourcing/managed services industry is a plus.
- Advanced understanding of commercial terms, including statements of work, pricing structures, payment terms and service levels is a plus.
To qualify for the role, you must have:
- A bachelor's degree in business, accounting, economics, finance, or related discipline
- Minimum 5 years of work experience related to commercial/contract management, strategic planning and execution, project governance and reporting, and/or service economics
- Budget management and forecasting experience
- Experience in change management and/or workforce planning
- Experience managing large teams and the ability leverage the team's talents in solving problems
- Strong proven communication skills demonstrated through effective writing and presentations to clients and internal stakeholders; based on critical thinking and problem-solving skills
- An interest in working in an environment which encourages continuous learning, development, and identification of opportunities for improvement of individual and team performance
- A willingness to work in an office when production activities require but will have the flexibility to work remotely
- A willingness to travel for client needs
Ideally, you'll also have
- MBA
- Experience with software tools including document management systems, workflow tools, financial models in MS Excel
- Experience with managed services, outsourcing and/or management of long-term commercial contracts is a plus.
What we look for
You should be flexible and able to manage multiple responsibilities, including delivery of exceptional quality work to our clients. In addition, you'll cultivate a high performing and inclusive team atmosphere that will value sharing best practices with your colleagues and leaders.
What working at EY offers:
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.
About EY
As a global leader in assurance, tax, transaction, and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities, and creative freedom to develop your career. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
Join us in building a better working world. Apply now!
What we offer
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $65,700 to $150,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $78,800 to $170,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com .
Job Title: SM&G Administration - Manager - Service Delivery Center
Location: Philadelphia (US)
Role(s) Open for this Requisition:
- Chief of Staff, Operations Oversight (SDC - PHL)
- Chief of Staff, Operations Oversight (SDC - PHL)
FSO Introduction
EY is the only professional services firm with a separate business unit, the Financial Services Office ("FSO), dedicated to the wealth and asset management, bank and capital markets, and insurance firms. Our FSO teams have been at the forefront of the most significant industry events that are reshaping and redefining the financial services industry. As a Manager in EY Comply, you will work primarily in one of our SDC EY offices in Philadelphia, which is one of our EY "offices of the future" and comprised of high-performing resources, who work closely with our experienced client serving professionals, to deliver managed services to our Financial Services clients. 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 play a key role in supporting a new team set to define the way private equity and PE Fund of Fund General Partners (GPs) meet their fund controllership, investment books and records, regulatory, tax, and financial statement reporting requirements. Top-tier GPs and investment managers are increasingly looking to EY to provide operational services for critical functions, in parallel with their current custodians. You will play a key role in leading a team responsible for coordinating and defining how EY manages its engagements with top-tier GPs from a commercial, contract and financial perspective including: supporting commercial discipline and managing contract compliance; managing service economics and financial reporting to internal and client stakeholders; overseeing scope changes and implications on invoiced fees and managing scheduled governance meetings with client executives. Join our team in building a new service and identifying innovative ways for GPs to manage books and records, as well as timely fund financial statements.
Your key responsibilities
- Review and analyze complex contractual obligations, dependencies and key metrics which track operational service progress, cost flow/invoicing, and project costs/budgets among other metrics
- Support management of multi-million-dollar budget, planning, revenue projects and coordinate invoicing of a client-facing fund controllership service
- Advise business leaders on the insights derived from key performance indicators and proactively highlight areas of concern
- Ensure stakeholders are kept informed about progress, escalating issues/risks, and expected outcomes
- Prepare and present analysis, insights, and recommendations to assist governance forums with decision making
- Manage senior analysts to drive execution and provide high-quality work within expected timeframes and budget
- Review your team's work products (financial analysis, enhancement specifications, governance documents, issue, and enhancement trackers) and provide necessary coaching for improvement
- Bring an innovative mindset and experience to evolve the service model across 6 global locations
- Build and foster high performing teaming, inspiring through team vision and career advancement opportunities
- Draft, review and advise on contract changes, such as change orders, amendments, and statements of work
- Demonstrate a mastery of working on multiple high priority projects simultaneously.
- Proactively identify and evaluate contractual and commercial risks; developing effective mitigations and/or justifications so that EY may accept appropriate risks and maintain a competitive market position.
Skills and attributes for success
- Ability to foster an innovative and inclusive team-oriented work environment, playing an active role mentoring junior level resources
- Effective leadership, project management, and organizational skills
- Ability to develop relationships with team members across multiple geographic locations and time zones
- Proficiency in business writing, contract drafting, negotiating, and advising internal clients
- Excellent interpersonal, communication, presentation, facilitation, networking, and influence skills.
- Demonstrated knowledge and judgment about contractual, financial, and commercial issues in transactions; knowledge and judgment about prevailing market standards, in the financial services and/or outsourcing/managed services industry is a plus.
- Advanced understanding of commercial terms, including statements of work, pricing structures, payment terms and service levels is a plus.
To qualify for the role, you must have:
- A bachelor's degree in business, accounting, economics, finance, or related discipline
- Minimum 5 years of work experience related to commercial/contract management, strategic planning and execution, project governance and reporting, and/or service economics
- Budget management and forecasting experience
- Experience in change management and/or workforce planning
- Experience managing large teams and the ability leverage the team's talents in solving problems
- Strong proven communication skills demonstrated through effective writing and presentations to clients and internal stakeholders; based on critical thinking and problem-solving skills
- An interest in working in an environment which encourages continuous learning, development, and identification of opportunities for improvement of individual and team performance
- A willingness to work in an office when production activities require but will have the flexibility to work remotely
- A willingness to travel for client needs
Ideally, you'll also have
- MBA
- Experience with software tools including document management systems, workflow tools, financial models in MS Excel
- Experience with managed services, outsourcing and/or management of long-term commercial contracts is a plus.
What we look for
You should be flexible and able to manage multiple responsibilities, including delivery of exceptional quality work to our clients. In addition, you'll cultivate a high performing and inclusive team atmosphere that will value sharing best practices with your colleagues and leaders.
What working at EY offers:
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.
About EY
As a global leader in assurance, tax, transaction, and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities, and creative freedom to develop your career. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
Join us in building a better working world. Apply now!
What we offer
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $65,700 to $150,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $78,800 to $170,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com .
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