Engagement Financial Advisors
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 a Senior Consultant, Engagement Financial Advisor (EFA), 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. You will oversee the activities of junior EFA staff, including supervision, task management and deliverable quality reviews.
On any given assignment, as a Senior Consultant EFA, you may be responsible for the following activities:
* Perform various financial analyses such as reconciliations and variance analysis;
* Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.;
* Interact frequently with senior level internal and external clients and firm leadership to present various analyses, discuss recommendations and provide engagement financial advice;
* Track expenditures and manage client bill and receivable collection functions;
* Perform and manage engagement management office (PMO) functional tasks and perform day-to-day contract management activities;
* Conduct quality reviews of and provide feedback on the technical work products of junior resources;
* Develop and implement standards and processes for engagement management, quality management, and risk management;
* Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance;
* Participate in formal performance assessment activities for assigned staff;
* Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
* Prepare and facilitate firm training sessions on a variety of topics and methodologies
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 0-10%, on average, based on your client assignments.
Qualifications
Required:
* Bachelor’s degree and 5 years of experience in a financial analysis role
* Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
* All candidates must be willing and able to travel as needed; dependent on client staffing, travel is typically limited.
* Experience producing and delivering appropriate communications to C-level Executives
* Experience summarizing results and producing management reports
* Demonstrated attention to detail and adherence to project deadlines
* Proven ability to work effectively, both independently and as a member of a team
* Demonstrated ability to handle multiple tasks in a fast-paced environment
* Proven "outside the box"-thinker who identifies problems and develops creative solutions
* 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
Preferred:
* Business Degree in Finance, Accounting, Economic or related discipline
* Experience supervising and/or managing resources
* Experience in working and collaborating with international teams
* Experience with MS Project applications
* Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
* Experience developing project pricing models and performing scenario analysis
* Experience in a professional services firm
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 Senior Consultant range is $80k - $165k .
Senior Consultant may 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.
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