Deloitte Services LP includes internal support areas such as Marketing and Communications, Human Resources/Talent, Information Technology, Facilities Management, and Financial Support Services.
Engagement Financial Advisor Consultant
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.
Work You Will Do: As an Engagement Financial Advisor (EFA) Consultant, 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. In addition, in this role you will:
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
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.
Business Degree in Finance, Accounting or Economics with 2 yrs. relevant experience.
Minimum of 2 years of experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
All candidates must be willing and able to travel as needed; dependent on client staffing, travel is typically limited.
Experience summarizing results and producing management reports
Strong oral and written communication skills, including excellent presentation skills
Outstanding attention to detail and adherence to project deadlines
Ability to work effectively, both independently and as a member of a team
Ability to handle multiple tasks in a fast-paced environment
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
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
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.
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