Engagement Financial Advisor - Analyst Consultant Senior Consultant

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Job Information

Deloitte

Engagement Financial Advisor - Analyst, Consultant, Senior Consultant

in

Boston

Massachusetts

Engagement Financial Advisors:

Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement Financial Advisors provide engagement management knowledge for the entire project management team(s) by assisting with initiating and controlling organization and logistical aspects of projects. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.

The Team

Our Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. We work with clients 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.

Work You Will Do:

As an Analyst, Engagement Financial Advisor (EFA), you will assist project leadership in managing revenue and margins by emphasizing cost of delivery that affects overall engagement profitability.

Maintain compliance with clients' policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage projects' billing and receivables process.

Monitor project performance and determine improvement areas by developing key performance indicators and frequently communicate with the project team, finance department, and other project stakeholders to keep projects on track and within the scope of cost.

Team and collaborate with other EFAs across the practice, including our practitioners in India.

Analyst Requirements

Bachelor's Degree in Business, Finance, Accounting, Economic or related discipline from a four-year accredited university

Analyst Preferred Qualifications:

Experience working in a financial analysis role.

Experience with MS Access and MS Project applications.

As a 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.

Be responsible for supporting one or more project/engagement teams through successful management of the financial analysis and reconciliation process and the implementation of project management control

Prepare budgets and forecasts to project and track financial metrics such as revenue, 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 active involvement in one or more practice initiatives

Consultant Requirements:

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 the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills

Consultant Preferred Qualifications:

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 Access and MS Project applications

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

Senior Consultant Requirements:

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 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

Senior Consultant Preferred Qualifications:

Experience supervising and/or managing resources

Experience in working and collaborating with international teams

Experience with MS Access and 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

Qualifications

Required at all levels:

All candidates must be willing and able to travel as needed; dependent on client staffing, travel is typically limited.

Solid understanding of fundamental accounting and finance principles

Strong oral and written communication skills, including excellent presentation skills.

Ability to work effectively, both independently and 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.

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

For individuals assigned and/or hired to work in Colorado, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and 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 delivery model. We would not anticipate that the individual hired into this role would land at or near the top end of the range, but such a decision will be dependent on the facts and circumstances of each case. A reasonable estimate of the Analyst range is 49k - 65k, Consultant range is 59k-79k, Senior Consultant range is 78k - 105k.

Consultant and Senior Consultant candidates 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.

Lifestyle/Travel Guidelines:

Engagement Financial Advisors work at a minimum of 45 hours per week and can often work in excess of that depending on need.

All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required. While limited travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.

How you will 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.

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.

Deloitte's culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte's impact on the world.

Recruiter tips

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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.

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.

Company info

Deloitte Development, LLC
Website : http://www.deloitte.com