Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, 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 23rd January,2025

Work you'll do

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.

• 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

The successful 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
• 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

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 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
• 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
• Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve

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

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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.