Accounts Operations Specialist, Private Equity

Accounts Operations Specialist, Private Equity - Ey Global Delivery Services EY Job title: Account Operations SpecialistRank: Senior Associate The Account Operations Specialist will play a critical role in supporting key account operations for nominated high priority accounts within the Account Support centre. This role is designed to ensure high-quality, consistent, and efficient processes across various account management tasks. The specialist will work closely with account teams and internal business services groups to deliver on day-to-day account operational needs. 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. Manage and support initiatives, clarify objectives, priorities, scope changes, and timelines. Capability to resolve issues independently and in a team. Strong needs analysis and stakeholder negotiation skills. Attention to detail and quality. Qualifications To qualify for the role, you must have Any graduate degree with relevant experience. 3-5 years of hands‑on experience in a fast‑paced global environment. 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. 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. Experience using procurement portals (e.g., SAP Fieldglass or Ariba). Professional services industry experience, or internal or external client serving experience preferred. Shift and Schedule: Flexible to work in Eastern US Time #J-18808-Ljbffr