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 March 1st, 2025
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
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: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
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