Financial Analyst - Engagement Financial Advisor Team
Deloitte
Location: United states
Time: 6 months ago
Position Summary
Deloitte’s Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a Financial Analyst, you will provide high-quality engagement financial management activities through all aspects of the full project life cycle. The EFA team’s greatest value is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.
Recruiting for this role ends on July 26, 2024
Work you'll do
As a Financial Analyst, you will be responsible for supporting one or more engagement teams through successful management of the financial analysis and reconciliation processes and the implementation of engagement management controls.
- Prepare budgets and forecasts to project and track financial metrics such as revenue, margin, expense, etc.
- Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide project financial advice
- Track expenditures and perform the client bill and receivable collection functions
- Perform and manage project management office (PMO) functional tasks and perform day-to-day contract management activities
- Understand and utilize standard processes for project management, quality management, and risk management
- Contribute to the growth and development of the overall EFA team through participation in one or more practice initiatives
- Connect with your support network (Manager, Coach and On Boarding Advisor) on a monthly basis
The Ideal Candidate will Possess:
- Strong oral and written communication skills, including excellent presentation skills
- Intermediate to advanced Excel and PowerPoint skills
- Ability to work effectively as a member of a team
- Attention to detail and ability to handle multiple tasks in a fast-paced environment
- Skill in finding and solving problems with original ideas
Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects’ scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects’ phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients’ projects on track and on cost.
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be 0-10%, on average, based on your client assignments.
Qualifications
Required:
- Bachelor’s degree and 3 years of relevant experience or Business degree in Finance, Accounting, Economic or related discipline and 2 years of relevant experience
- Minimum of 2 years of experience with Microsoft Office Suite
- Solid understanding of fundamental accounting and finance principles
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
- Comfortable with a hybrid working schedule that includes working in the office at a minimum of one day per week
- Candidates located within a commutable distance to one of the select locations available for this role
- Limited immigration sponsorship may be available
Preferred:
- Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
- Experience in a professional services firm
- Experience with MS Suite applications
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,000 to $116,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
EA_ExpHire
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.
From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
Position Summary
Deloitte’s Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a Financial Analyst, you will provide high-quality engagement financial management activities through all aspects of the full project life cycle. The EFA team’s greatest value is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.
Recruiting for this role ends on July 26, 2024
Work you'll do
As a Financial Analyst, you will be responsible for supporting one or more engagement teams through successful management of the financial analysis and reconciliation processes and the implementation of engagement management controls.
- Prepare budgets and forecasts to project and track financial metrics such as revenue, margin, expense, etc.
- Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide project financial advice
- Track expenditures and perform the client bill and receivable collection functions
- Perform and manage project management office (PMO) functional tasks and perform day-to-day contract management activities
- Understand and utilize standard processes for project management, quality management, and risk management
- Contribute to the growth and development of the overall EFA team through participation in one or more practice initiatives
- Connect with your support network (Manager, Coach and On Boarding Advisor) on a monthly basis
The Ideal Candidate will Possess:
- Strong oral and written communication skills, including excellent presentation skills
- Intermediate to advanced Excel and PowerPoint skills
- Ability to work effectively as a member of a team
- Attention to detail and ability to handle multiple tasks in a fast-paced environment
- Skill in finding and solving problems with original ideas
Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects’ scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects’ phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients’ projects on track and on cost.
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be 0-10%, on average, based on your client assignments.
Qualifications
Required:
- Bachelor’s degree and 3 years of relevant experience or Business degree in Finance, Accounting, Economic or related discipline and 2 years of relevant experience
- Minimum of 2 years of experience with Microsoft Office Suite
- Solid understanding of fundamental accounting and finance principles
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
- Comfortable with a hybrid working schedule that includes working in the office at a minimum of one day per week
- Candidates located within a commutable distance to one of the select locations available for this role
- Limited immigration sponsorship may be available
Preferred:
- Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
- Experience in a professional services firm
- Experience with MS Suite applications
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,000 to $116,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
EA_ExpHire
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.
From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Requisition code: 183753
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