Financial Investment Lead Analyst

Finance | Financial Planning & Analysis
Same job available in 63 locations

Position Summary

Deloitte Artificial Intelligence Strategic Growth Offering (AI SGO) Lead Financial Analyst

Do you enjoy being part of the firm’s growth strategy? Are you adept at using business insights to create dashboards and presentations for leadership? The AI SGO Financial Analyst could be the next step in your career!

In this role you’ll actively assist with managing the investment process for the firm’s largest investment, the AI SGO, including – investment planning, individual investment evaluation, recommending investments for approval or deferment and leading overall investment governance and management to achieve intended results. 

The AI SGO Finance & Investment Lead will assist in the creation of leadership and period dashboards to report progress, value and overall strategic and financial impact to the AI SGO leadership team, SIC, and other key constituents. 

The Work You’ll do

Business Case & Overall Results Management

  • Co-owner of the AI SGO Business Case as well as other financial and business models needed for the business. Understands and assists with re-modeling of business case and other scenarios, as needed
  • Business Case Results management – manages and communicates results against the AI SGO business case, including Complete SIC results tracking
  • Develop and manage period dashboard and all reporting requirements. Receive and interpret results from Finance and provide key business insights related to results to leadership
  • Executive Updates & Reporting – Assist with the development of overall financial updates to the SIC, Board, and Consulting leadership
  • Manages Project Controllers (spend management) as well as USI resources generating revenue and margin reports, sales and pipeline
  • Serves as overall liaison to the finance organization

Investment Request Management

  • Execute investment governance process so that investment requests are effectively categorized, reviewed and tracked. Maintain investment tracking.
  • Maintain AI SGO investment Guidelines, invoice submission and approval process
  • Prepare monthly updates for Steering Group of investments approved YTD and outstanding investment requests.
  • Interface with AI SGO Team and Leaders and others on syndication of funding, as appropriate.

Annual Planning

  • Conduct analysis to drive planning decisions and setting annual plan targets (sales and revenue targets by offering and by sector)
  • Closely partner with Finance during and post plan submission to ensure integration of strategic ambition and priorities with financial plan

How You’ll Grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.


  • Bachelor’s degree required
  • Advanced skills in Microsoft Office Excel, PowerPoint and Word
  • Business case and financial modeling, financial analysis, and management reporting experience
  • Strong executive level presentation skills, particularly financial presentations
  • Strong project management and organization skills, ability to manage/ execute multiple strategic initiatives
  • Program leadership and management experience, ability to scope, plan and develop approaches to achieve an overall objective
  • Self-starter and ability to work remotely with a multi-disciplinary team
  • Collaborative nature and ability to build strong relationships virtually
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
  • Targeting 4-6 years of relevant experience

Nice to have:

  • Experience using Tableau and/or Acrobat Adobe Pro for reporting

Travel: Minimal

Location: US- Open


At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

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Professional development

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. Learn more about our commitment to developing our people.

Requisition code: 56923


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