Senior Associate - Portfolio Finance Advisor

Role summary

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The Senior Associate – Portfolio Finance Advisor supports portfolio finance activities, management reporting, budgeting, forecasting, financial analysis, and performance tracking for clients or internal stakeholders. Requirements typically include a bachelor’s degree in finance, accounting, business, or a related field; several years of relevant experience; strong financial modeling and reporting skills; and proficiency in Excel and finance systems. Professional qualifications such as CPA, ACCA, or CFA may be advantageous. The candidate is expected to deliver accurate work, manage deadlines, communicate clearly with stakeholders, identify financial risks, and provide practical insights in a consulting or professional-services environment.

About the employer

EY, formerly Ernst & Young, is a global professional-services organization providing assurance, tax, consulting, strategy, and transactions services. It operates across more than 150 countries and serves businesses, governments, and investors ranging from multinational corporations to growing companies. EY Philippines has offices and teams supporting clients in audit, finance transformation, risk management, technology, business consulting, and transaction advisory. The firm emphasizes integrity, professional development, collaboration, and helping organizations create long-term value. Employees commonly work in multicultural teams and may support regional or global engagements, making strong communication, analytical ability, and adaptability important. EY also offers structured learning, professional qualification support, and career mobility, although workloads can be demanding during project deadlines and peak client periods.