Deloitte

Firm Account and Engagement Finance Specialist Lead

Deloitte$84K — $155K *
Tempe, AZ 85281In-Person
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree and at least 5 years in financial analysis
  • Expertise in Microsoft Office, particularly advanced Excel and PowerPoint
  • Experience in producing management reports and summarizing results
  • Willingness to travel 0-10% based on client needs
  • Ability to work in-office at least once a week
  • Authorized to work in the U.S. without sponsorship

Responsibilities

  • Lead budget preparation and financial forecasting activities
  • Perform financial analyses, including reconciliations and variance analysis
  • Communicate financial insights and updates to stakeholders
  • Track expenditures and manage client billing and receivables
  • Conduct quality reviews of junior staff's technical work
  • Implement engagement management and quality standards
  • Mentor and provide career guidance to junior team members

Benefits

  • Comprehensive benefits package
  • Access to extensive resources and training programs
  • Opportunities for professional growth and development
  • Hybrid work model with flexible arrangements
  • Supportive team environment fostering collaboration
Full Job Description
As a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews.
  • Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
  • Perform various financial analyses such as reconciliations and variance analysis.
  • Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
  • Track expenditures and manage client bill and receivable collection functions.
  • Conduct quality reviews 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 successful candidate will posses these skills:
  • 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
  • Ability to "think outside the box" while identifying problems and developing creative solutions
  • Demonstrated attention to detail and adherence to project deadlines
  • Experience producing and delivering appropriate communications to C-level Executives
The Team

The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership.

The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.

Qualifications

Required:
  • Bachelor's Degree and minimum of 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)
  • Experience summarizing results and producing management reports
  • 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 your local 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
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
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
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 current range is $84,300 to $155,400.

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.

Benefits

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.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

Similar Jobs

More Jobs at Deloitte

More Business Services Jobs

Find similar Firm Account and Engagement Finance Specialist Lead jobs: