Manager, Investment COE Financial Planning & Analysis

Finance | Financial Planning & Analysis
Same job available in 17 locations

Position Summary

Manager, Investment Center of Excellence—Financial Planning & Analysis

The Investment COE is one of Deloitte’s Financial Planning & Analysis (FP&A) Centers of Excellence (COEs).
COEs provide thought leadership and direction to develop and promote adoption of leading practices across Deloitte’s Finance organization. The Investment COE works closely with the Finance Business Partner (FBPs), Investment Owners, and Firm leadership on investment management.

What you’ll do

Role Description

Deloitte Finance recently established a new Investment Center of Excellence (COE) team dedicated to the management and monitoring of the firm’s portfolio of organic investment activity including investments in resources, technology and new offerings. Given the increasing investment activity across the firm, a new capability is being created on the team to focus on developing business cases for new investment opportunities. The Manager role is a newly created position that will provide financial modeling and support for business case development. The Manager will report to a newly created Senior Manager role on the team.


The role will support the business case development workstream for investment opportunities including:

  • Planning and running assumption gathering sessions with cross-functional business teams
  • Creating and refining detailed driver-based financial models for investments
  • Gathering internal and external benchmarks to pressure-test financial model assumptions
  • Partnering with business stakeholders to vet business case assumptions and underlying rationale
  • Developing detailed presentations to document the business case assumptions and financial model outputs including P&L impacts and relevant KPIs
  • Presenting the business case to leadership to address questions and secure approval for the investment

What you’ll bring


  • At least 8 to 10 years of finance experience with deep experience in business case development and FP&A
  • Undergraduate degree in Finance with MBA preferred
  • Several years of strategic finance experience related to investments including:
    • Business case development
    • M&A deal support
    • Experience supporting capital investments and new product launches
    • Performance analysis of investments
  • Financial Planning & Analysis experience including:
    • Built financial plans (budget/forecast) for growing and new businesses
    • Identified and analyzed key financial metrics (e.g., pricing, revenue growth drivers, staffing needs, appropriate development cost levels, marketing spend, compensation and G&A items)
  • Demonstrated ability to partner with internal and external senior executives
    • Strong organization, written and verbal communication skills and ability to prioritize in the face of multiple project demands with focus on critical details
  • Strengths in problem solving, issue resolution, and the ability to work in deadline driven environment
  • Passion for driving innovation and growth
  • Comfort with large complex organizations requiring collaboration across organizational boundaries
  • Limited immigration sponsorship may be available.

Our people and culture

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. Learn more about our inclusive culture.

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.

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: 15334


Caution against fraudulent job offers!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (“Deloitte”). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a ‘job’ with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

We would like to clarify that:

  • At Deloitte, ethics and integrity are fundamental and not negotiable.
  • We are against corruption and neither offer bribes nor accept them, nor induce or permit any other party to make or receive bribes on our behalf.
  • We have not authorized any party or person to collect any money from jobseekers in any form whatsoever for promises of getting jobs in Deloitte.
  • We consider candidates on merit and that we provide an equal opportunity to eligible applicants.
  • No one other than designated Deloitte personnel (e.g., a Deloitte recruiter or Deloitte hiring partner) is permitted to extend any job offer from Deloitte.

Anyone who at any time has made or makes any payment to any party in exchange for promises of job or selection for a job with Deloitte or any matter related to this (including those for ‘registration’, ‘verification’ or ‘security deposit’) or otherwise engages with any such person who has made or makes fraudulent promises or offers, does so (or has done so) entirely at their own risk. Deloitte takes no responsibility or liability for any such unauthorized or fraudulent actions or engagements. We encourage jobseekers to exercise caution.