Engagement Financial Advisor Analyst

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Atlanta, Georgia, United States

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Charlotte, North Carolina, United States

Detroit, Michigan, United States

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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. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts. 


Work You’ll Do  


As an Analyst, Engagement Financial Advisor (EFA), you will assist engagement leadership in managing revenue and margins by emphasizing cost of delivery that affects overall engagement profitability. In addition, you will:   

  • Maintain compliance with clients’ policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage engagements’ billing and receivables process   
  • Monitor engagement performance and determine improvement areas by developing key performance indicators and frequently communicate with the engagement team, finance department, and other engagement stakeholders to keep engagements on track and within the scope of cost   
  • Team and collaborate with other EFAs across the practice, including our practitioners in India   


The Team


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 up to 10% for in-person training and development opportunities.  


Required Qualifications:

  • A degree in Business or a related field from an accredited institution. This may include majors such as Accounting, Finance, Business Management, or Economics, provided the program includes core business coursework
  • Intermediate Excel and PowerPoint skills
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to work in assigned office at a minimum of 2 days per week
  • Qualified candidates must reside within a commutable distance to assigned work office
  • Minimum 3.0 GPA
  • The start date for this position will be in 2025


Preferred Qualifications

  • 3.2 GPA or greater preferred
  • Ability to work effectively as a member of a team
  • Ability to "think outside the box" while identifying problems and developing creative solutions
  • Strong analytical and critical thinking skills with the ability to solve complex problems and communicate findings  
  • Attention to detail and ability to handle multiple tasks in a fast-paced environment
  • Strong oral and written communication skills, including excellent presentation skills


Information for applicants with a need for Accommodation: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

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Requisition code: 191334

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