
Financial Analyst ( Margin Advisor)
As a Mercury Business Advisor, Senior Associate, you’ll advise and support our client serving teams to effectively manage their external client projects (engagements) from a financial performance perspective. There are two main components of your role: providing impactful, proactive outreach to client serving teams to ensure a financial performance focus on each engagement, and on-demand financial advisory support throughout the engagement life cycle. You’ll be assigned based on service line and will provide support either in person or virtually in a time zone conducive environment. Through your strategic approach, and your ability to influence others, you'll provide meaningful analysis and make strong recommendations, to help executives achieve their financial goals for each client. Leverage and analyze reporting to identify root causes and consults with client serving teams on how to adjust and improve their engagement metrics; advise and resolve issues through book of business reviews to achieve maximum operational excellence Facilitate training for client serving teams on Mercury effective system usage and financial management practices. Contribute to continuous improvement by sharing knowledge and leveraging leading practices.
2+ years of experience in a client driven professional environment in a financial capacity conducting analysis and providing recommendations around analysis
Prior professional services experience in a similar role
The ability to work additional hours to successfully maintain a book of business, train others and participate in special projects
Customer Relationship Management
MS Word
MS PowerPoint
Time Management Skills
MS Excel skills
Data analysis and presentation skills
Verbal communication
written communication
Adaptability
Result Driven
Detail oriented and highly organized
mulit-tasking
According to JobzMall, the average salary range for a Financial Analyst ( Margin Advisor) in 2323 Victory Ave, Dallas, TX 75219, USA is between $58,000 and $78,000 per year, depending on experience and qualifications.
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EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

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