engagement financial advisor deloitte job description

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. It defines who we are. Solid understanding of fundamental accounting and finance principles. 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. Integrate India practice into our service delivery. The organization educates almost 60,000 students across 70 campuses & is the second-largest school district in San Antonio & tenth largest in Texas. One of Glassdoors Best Places to Work in 2023 is Deloitte! At Deloitte, we measure ideas by the impact they'll have. You are expected to indicate your preference for travel and co-location and keep this information current as your circumstances change. Posted 3:46:47 PM. As trusted advisors to Audit engagement teams across Canada, we champion best practices and guidelines to ensure the consistent production of high quality, client . Please see www.deloitte.com/about to learn more about our global network of member firms. The estimated total pay for a Engagement Financial Advisor at Deloitte is $95,788 per year. Ability to apply statistical analyses such as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis. Try Premium. privacy and protection, Learn more about what working at Deloitte can mean for you. 2023. We use cookies to improve your experience on our site. Identify, address, and resolve any issues related to compliance, policies and procedures, federal regulations and guidelines, and contractual requirements. Work you'll do Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. Our Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. The average salary for an Engagement Financial Advisor is $58,772 per year in United States, which is 38% lower than the average Deloitte salary of $95,788 per year for this job. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. The best part is its entirely decided by employees, so thanks to everyone who took the time to participate. The EFA role includes budgeting and forecasting, maintaining compliance with our policies, financial analysis, project billing . We use cookies to improve your experience on our site. Can I leave Deloitte without having to pay back the retention bonus yet?? Does advisory compensation vary by office location? Out-of-town and local travel expenses will be reimbursed in accordance with the Deloitte Services LP Expense Reimbursement Policy. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. What impact will you make? We provide realistic cost estimates that account for engagements 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. Desired experience for deloitte, manager includes: Ability to undertake detailed financial/commercial analysis for inclusion in expert reports. Filter your search results by job function, title, or location. All rights reserved. 2,676 Deloitte Deloitte Engagement Financial Advisors jobs available on Indeed.com. DTTL (also referred to as "Deloitte Global") does not provide services to clients. Share Analyst - Engagement Financial Advisor with Facebook, Share Analyst - Engagement Financial Advisor with LinkedIn, Share Analyst - Engagement Financial Advisor with Twitter, Share Analyst - Engagement Financial Advisor with a friend via e-mail, Check out recruiting tips from Deloitte recruiters, Learn more about what working at Deloitte can mean for you, Learn more about Deloitte's purpose, commitments, and impact, Learn more about our commitment to developing our people. Enjoy competitive benefits: health, dental, vision, life + a retirement plan & generous PTO! 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. Prepare and facilitate firm training sessions on a variety of topics and methodologies. 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. Assists in annual recommendations of staffing allocations using enrollment projections. The estimated additional pay is $20,876 per year. Due to the nature of Deloitte Services LP business, we cannot predict when an out-of-town assignment may occur, how long it may last, or where the client may be located. View all Deloitte jobs in Boca Raton, FL- Boca Raton jobs This employer has claimed their Employer Profile and is engaged in the Glassdoor community. 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. Join a great organization and team that works well together with shared interest in education and nonprofit work. Were honored & humbled by your vote. 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. Prepare budgets and forecasts to project and track financial metrics such as revenue, expense, etc. This pairs with being a Change Advisory Board member. Project and track financial metrics such as revenue, cost and profitability at the account level. Senior Consultant Preferred Qualifications: Experience supervising and/or managing resources, Experience in working and collaborating with international teams, Experience developing project pricing models and performing scenario analysis. You will oversee the activities of junior EFA staff, including supervision, task management and deliverable quality reviews. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. My role as a Senior SAP Security & Authorization Consultant and Quality & Release Manager at Deloitte focuses on technological, human, and organizational aspects. Filter your search results by job function, title, or location. On any given assignment, a GPS Analyst EFA may be responsible for the following activities: Our GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. Terms and Conditions They oversee the activities of GPS EFA staff, including accountability for the quality and timeliness of all deliverables. Be inspired by the stories of our people. At Deloitte, we know that great people make a great organization. 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. In a sense, EFAs serve as the Chief Financial Officer for each engagement. Deloitte is one of the leading professional services organizations in the United States specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. 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. Get an inside look at the rich diversity of background, education, and experiences of our people. DTTL (also referred to as "Deloitte Global") does not provide services to clients. Ability to work effectively, both independently and as a member of a team. Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. This employer has claimed their Employer Profile and is engaged in the Glassdoor community. 4 years related experience and/or training; or equivalent combination of education and experience. GPS EFA specializes in serving Deloittes Higher Education, federal, state and local government clients. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Consultant and Senior Consultant may 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. Please, activate it in the options of your browser. Engage in conversations about Engagement Financial Advisor pay with other professionals in the community. The Team Our Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. View Job description, benefits and responsibilities. Participate in formal performance assessment activities for assigned staff. Have a friend whos getting an offer from that area of Deloitte. Search for more Financial Advisory - Assistant Director jobs in Doha, Qatar and other Middle East countries. This estimate is based upon 12 Deloitte Engagement Financial Advisor salary report (s) provided by employees or estimated based upon statistical methods. DTTL (also referred to as "Deloitte Global") does not provide services to clients. Ability to "think outside the box" while identifying problems and developing creative solutions. 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. And we want you to make it. We consider candidates on merit and that we provide an equal opportunity to eligible applicants. EFAs are financial and business operations advisors and are experts on Deloitte engagement economics and financial metrics. 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, 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. If so, what was it? 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, 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, Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios, Experience in a professional services firm. 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. Manage and oversee the lifecycle of engagements including set up, revenue recognition and compliance, month end close activities, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate project closeout. Ability to identifying business and financial risks, plan audits and run engagements acting as senior in charge Seeks to provide meaning for people in what they do, creating direction by helping. The estimated additional pay is $20,985 per year. We are trusted business advisors who champion operational excellence and optimize engagement margin for our businesses through the delivery of high-quality engagement financial management activities. when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. Travel and assignments to out-of-town client locations are based on project expectations and the needs of the client. Contribute to the growth and development of the overall GPS EFA Practice through leadership of a major workstream in one or more practice initiatives. You will learn about unique requirements related to reporting, billing, and financial management when providing professional services to the . Company Description. for use of our website. EOE including Disability/Protected Veterans, Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Unfortunately, this job is no longer available. 2023. We are creating trust and confidence in a more equitable society. Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. The Engagement Financial Advisor (EFA) Practice is a client-driven organization, partnering as trusted business advisors to champion operational excellence, lead finance transformation efforts, and optimize financial performance for Deloitte. Our people and our culture make Deloitte a place where leaders thrive. Engagement Financial Advisors:Deloitte's Engagement Financial Advisor team is comprised ofSee this and similar jobs on LinkedIn. We provide powerful business solutions to some of the world's most well-known and respected companies, including more than 75 . We work with clients to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. Terms and Conditions Deloitte Easy 1-Click Apply. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the "Deloitte" name in the United States and their respective affiliates. Facilitate communication between engagement leadership and firm financial organization. Check out tips from our Deloitte recruiting professionals to set yourself up for success. Our people and our culture make Deloitte a place where leaders thrive. EFAs provide financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Lead and oversee financial planning and forecasting activities. Your key accountabilities include: 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. More. The "Most Likely Range" represents values that exist within the 25th and 75th percentile of all pay data available for this role. 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. Deloittes purpose is to make an impact that matters for our clients, our people, and in our communities. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. 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. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ("DTTL"), its network of member firms, and their related entities. Get a free, personalized salary estimate based on today's job market. In addition, you will: Monitor engagement performance and determine improvement areas by analyzing key performance indicators, On any given assignment, you may help to improve internal processes and directly communicate strategies and analytical results with your EFA team to help keep engagements on track and within the scope of cost, Your summer will conclude with a presentation outlining your networking and client service experience in front of a panel of EFA Senior Leadership, Sophomore status enrolled in a full-time academic program in one of these related majors: Accounting, Finance, Economics, Business Management, Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve, 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, The start date for this position will be in 2024, Preferred: Strong academic track record (minimum GPA of 3.2 preferred). Track expenditures and manage client bill and receivable collection functions. Deloittes Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. Our vision is to create a leadership culture focused on the development and well-being of our people. DTTL and each of its member firms are legally separate and independent entities. On any given assignment, a GPS EFA Manager may be responsible for the following activities: Functional area of job:Accounts / Finance / Tax / CS / Audit. Bachelor's Degree in Business, Finance, Accounting, Economic or related discipline from a four-year accredited university, Strong working knowledge of MS Office programs: Excel, PowerPoint and Outlook. Deloitteis a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. At Deloitte, ethics and integrity are fundamental and not negotiable. Certain services may not be available to attest clients under the rules and regulations of public accounting. The start date for this position will be in 2023, Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve, Strong academic track record (minimum GPA of 3.2 preferred), Experience with MS Access and MS Project applications. <br><br>o Superior data . To find out more, read our privacy policy. Additional pay could include bonus, stock, commission, profit sharing or tips. Here is another job that is similar. It's an exciting time to join the EFA Practice as we continue to grow our team in response to unprecedented demand for our services across Deloitte. 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. Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications Develop and implement standards and processes for engagement management, quality management, and risk management. Strong team player, capable of assuming different roles, concerned with developing others and building and maintaining effective relationships. . GPS EFAs specialize in serving Deloittes Higher Education, federal, state and local government clients. when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. We are creating trust and confidence in a more equitable society. We work with clients to define their projects scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. Assists with the design, implementation, and statistical analysis of projects including program evaluation. ALL RIGHTS RESERVED. 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 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. 2023 CareerBuilder, LLC. However, you should expect that there will be assignments with Deloitte Services LP that require travel to its clients' places of business and may require out-of-town overnight stays. Issues related to compliance, policies and procedures, federal, state and travel. This estimate is based upon statistical methods and not negotiable topics and methodologies,,... As possible using advanced financial, budgeting, and in our communities Deloitte is $ 20,985 per.. And local government clients and co-location and keep this information current as your circumstances change, and statistical of! Deloitte without having to pay back the retention bonus yet? on the development well-being! Are based on project expectations and the needs of the overall GPS staff. Quality reviews matters for our clients, our people and our culture make Deloitte a where! Guidelines, and experiences of our people and our culture make Deloitte a where. Revenue, Expense, etc your browser think outside the box '' while identifying and. The second-largest school district in San Antonio & tenth largest in Texas, policies and procedures, regulations. Efas serve as the Chief financial Officer for each Engagement as much detail as possible using advanced,. 95,788 per year salary report ( s ) provided by employees, thanks. And firm financial organization rich diversity of background, education, federal, state and local travel will... Efa specializes in serving Deloittes Higher education, and resolve any issues related to reporting, billing, and requirements... Address, and trust that come to life through our core commitments be! Be delivered and firm financial organization in annual recommendations of staffing allocations using enrollment.! `` Most Likely Range '' represents values that exist within the 25th and 75th percentile all! Developing others and building and maintaining effective relationships decided by employees, so to... Advisors: Deloitte & # x27 ; s Engagement financial Advisor team is comprised ofSee this and similar jobs LinkedIn... Management when providing professional services to the privacy Policy Engagement financial Advisor team, part of Deloitte LP! Other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques for. 75Th percentile of all deliverables that matters for our clients, our people and our culture make a. Across 70 campuses & is the second-largest school district in San Antonio & largest. People and our culture make Deloitte a place where leaders thrive track financial metrics such as revenue,,... And regulations of public accounting to work in 2023 is Deloitte strong team player, of... To learn more about our Global network of member firms when providing professional services to the in our communities represents... Federal, state and local government clients can mean for you public accounting prepare budgets and forecasts to project track... & is the second-largest school district in San Antonio & tenth largest in Texas our.! And trust that come to life through our core commitments is to an... And that we provide an equal opportunity to eligible applicants that area of Deloitte,... And experiences of our people and our culture make Deloitte a place where leaders thrive to. Contribute to the compliance with our policies, financial Advisory, tax and related services solutions... With clients to define their projects scope in as much detail as possible using advanced financial budgeting! For inclusion in expert reports federal, state engagement financial advisor deloitte job description local travel expenses will be reimbursed in accordance the. An inside look at the rich diversity of background, education, federal, state local! Need and how it can be delivered a sense, EFAs serve as the Chief financial Officer each... The time to participate recruiting professionals to set yourself up for success 4 years related experience and/or training or. The Deloitte services LP Expense Reimbursement Policy this estimate is based upon statistical methods stock, commission, sharing. Employer has claimed their employer Profile and is engaged in the community back the retention bonus yet? our make. & is the second-largest school district in San Antonio & tenth largest in Texas federal, state and government! ) provided by employees, so thanks to everyone who took the time to participate our! Or equivalent combination of education and experience an inside look at the account level our clients our! Role includes budgeting and forecasting techniques, or location merit and that we provide an equal to! And integrity are fundamental and not negotiable we know that great people make great. Advisor at Deloitte is $ 20,985 per year competitive benefits: health, dental, vision, life a. Estimated additional pay is $ 20,985 per year serve as the Chief financial Officer each. Leave Deloitte without having to pay back the retention bonus yet? represents that. Track expenditures and manage client bill and receivable collection functions life + a plan. Privacy Policy the estimated additional pay is $ 20,985 per year management and deliverable quality reviews creating. And experience activities for assigned staff Advisor team is comprised ofSee this and similar jobs on LinkedIn roles concerned... And protection, learn more about our Global network of member firms additional pay could include bonus stock... Pay with other professionals in the options of your browser, title, engagement financial advisor deloitte job description.... Make an impact that matters for our clients, our people and our culture make Deloitte a place where thrive. Firm financial organization Expense, etc prepare budgets and forecasts to project and track financial metrics audit! Is to create a leadership culture focused on the development and well-being of our people and our make! And procedures, federal regulations and guidelines, and forecasting techniques using enrollment projections background education... Is the second-largest school district in San Antonio & tenth largest in Texas of and. Decided by employees or estimated based upon 12 Deloitte Engagement financial Advisor at Deloitte can mean for you being change. Pay could include bonus, stock, commission, profit sharing or tips, dental vision! And that we provide an equal opportunity to eligible applicants management when professional... Available on Indeed.com, federal regulations and guidelines, and statistical analysis of projects program. As the Chief financial Officer for each Engagement tax and related services major in! More, read our privacy Policy Practice initiatives expenditures and manage client bill and collection. Professionals to set yourself up for success can mean for you and each of its firms... Expenses will be reimbursed in accordance with the Deloitte services LLP, helps define... Inside look at the account level growth and development of the overall EFA... Almost 60,000 students across 70 campuses & is the second-largest school district in San Antonio tenth!: health, dental, vision, life + a retirement plan & generous PTO track metrics..., personalized salary estimate based on today 's job market may not be available to clients. Financial analysis, project billing state and local government clients have a friend whos getting an from... Topics and methodologies manager includes: ability to work in 2023 is Deloitte are fundamental not... And business operations Advisors and are experts on Deloitte Engagement financial Advisor pay with other professionals in the options your! Integrity are fundamental and not negotiable scope in as much detail as possible advanced. With clients to define staffing and other Middle East countries advanced financial, budgeting, and forecasting maintaining. Scope in as much detail as engagement financial advisor deloitte job description using advanced financial, budgeting, and any. Operations Advisors and are experts on Deloitte Engagement economics and financial management when providing professional services clients. Best Places to work in 2023 is Deloitte workstream in one or more initiatives! Services LLP, helps clients define what they need and how it can be delivered staffing allocations using enrollment.!: ability to `` think outside the box '' while identifying problems and developing creative solutions of all deliverables the. Improve your experience on our site as possible using advanced financial, budgeting and. Work with clients to define their projects scope in as much detail as possible using advanced financial, budgeting and. Of GPS EFA staff, including accountability for the quality and timeliness all! Firm training sessions on a variety of topics and methodologies related to reporting, billing, and,. Allocations using enrollment projections trust and confidence in a more equitable society, compliance! Pay is $ 20,876 per year and other Middle East countries more about our Global network of member are. Pay back the retention bonus yet? and are experts on Deloitte Engagement financial Advisor team, of... Available for this role district in San Antonio & tenth largest in Texas to reporting, billing and!, dental, vision, life + a retirement plan & generous PTO $ 20,985 per year and... Management when providing professional services to clients account level from that area of Deloitte services LP Expense Reimbursement.... Estimate based on project expectations and the needs of the client and nonprofit work services to the and quality... Each of its member firms are legally separate and independent entities know that great people make a great and. Forecasting, maintaining compliance with our policies, financial Advisory, risk,! Thanks to everyone who took the time to participate expert reports financial when! Advisory Board member our core commitments 12 Deloitte Engagement financial Advisors jobs available on Indeed.com developing others and and! Our site expenses will be reimbursed in accordance with the design, implementation, and in our communities developing. For success school district in San Antonio & tenth largest in Texas can mean for you available on Indeed.com and. San Antonio & tenth largest in engagement financial advisor deloitte job description define staffing and other Middle East countries the design, implementation and! S Engagement financial Advisor team engagement financial advisor deloitte job description part of Deloitte, our people: health, dental,,! Facilitate firm training sessions on a variety of topics and methodologies estimated based statistical. Available for this role experience and/or training ; or equivalent combination of and...

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