Account Support Associate
Ernst & Young - San Francisco, CA

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Account Support Associate - UNI003HA US-CA-San Francisco Job summary

As Account Support Associate, you'll carry out a wide range of administration and coordination for engagement and/or account teams, acting as a chargeable member. Utilizing the processes and tools of the engagement team and service line, you'll reduce client server time on non-technical engagements and bring down the overall engagement cost. You'll interface regularly with engagement team members and external client personnel, particularly on large, complex multi-location engagements/accounts. Your specific assigned activities may vary, based on the needs of the engagement, account or service line.
A high proportion of your time should be productive and chargeable to clients

In this role, you'll be expected to make independent decisions, exercising sound judgment and discretion. You may have responsibility for reviewing or coordinating the work of others.

Responsibilities
  • Participate in engagement/account team meetings, review items discussed, and act/plan accordingly
  • Act as the knowledge manager for the engagement team, and manage databases and/or websites
  • Manage stakeholder expectations, project plans and communications, and provide updates as needed
  • Proactively identify project risks, and opportunities for improving processes
  • Help coordinate multi-location engagements, using effective communications
  • develop strong working relationships with external client personnel, and anticipate client needs
  • Act as a central point of contact for the assigned engagement(s)
  • Gain in-depth knowledge about the services the engagement provides, and utilize that knowledge to recommend ways to improve the service offered
  • Capture and share knowledge with key stakeholders, using agreed channels
  • Collaborate with the account team and resource management, to schedule staff and resolve issues
  • Coordinate risk management processes, such as engagement letters, client continuance, independence, family tree, pre-approval and other regulatory requirements
  • Help monitor various engagement related processes, such as engagement planning
  • Help the engagement team with engagement economics matters (e.g., hours/budgets/estimates to complete, fees, billings, Work in Process spreadsheets). Work with the Financial Management Associate on these issues
  • Submit press releases, Securities & Exchange Commission (SEC) filings and instructions on time
  • Gain a strong knowledge of the service line and the engagement, and of Ernst & Young's structure, key personnel and firm policies/procedures

Knowledge and skills requirements
  • Strong organizational, analytical, mathematical, project management and customer service skills
  • Good attention to detail
  • English language skills - excellent written and communication
  • Excellent listening, influencing, interpersonal and presentation skills
  • Ability to address all relevant information/data and develop practical approaches
  • Adept at resolving complex problems
  • Understanding of independence rules, with an ability to and use firm tools, such as Global Tool for Acceptance & Continuance (GTAC), Business Relationships Evaluation & Tracking (BRET), Global Independence system (GIS), and Global Financial Industry Services (GFIS)
  • Confident at working effectively within an account team and with client personnel, and in a virtual or distributed team environment
  • Ability to effectively manage concurrent projects, and prioritize multiple tasks, including multi-location coordination
  • Competent at meeting tight deadlines, performing high-quality work and diligent follow up
  • Adept at summarizing and concluding activities, applying appropriate documentation standards
  • Adept at protecting confidential and proprietary information
  • Proficient in standard and service line-specific software applications and databases such as Microsoft Excel, Project, and Global Accounting & Auditing Information Tool (GAAIT)
Experience
  • A minimum of 7 years in a related field
  • Prior project management experience

Education
  • Bachelor's degree or equivalent work experience

Ernst & Young - 17 months ago - save job - block
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