engagement financial advisor deloitte job description

Qualified PMI-ACP, IIBA-AAC senior business analyst/consultant with 12 years of experience in delivering data-driven digital transformation projects within Investment Management, Financial Services, and Insurance industry. 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. Assists with the design, implementation, and statistical analysis of projects including program evaluation. The "Most Likely Range" represents values that exist within the 25th and 75th percentile of all pay data available for this role. National Office Analyst, Engagement Financial Advisor (EFA Analyst). Support the growth and career development of junior resources through training, informal mentorship, and serving as a formal coach-responsible for sharing best practices and providing career advice. I'm paying a lot for the insurance, I'd appreciate if they could chip in a bit, It will mostly be driven by the project you work in, Learn how you can accelerate your career, fulfill your purpose, and connect for impact..css-epvm6{white-space:nowrap;} More, Learn How to State Your Case and Earn Your Raise, Climb the Ladder With These Proven Promotion Tips, A Guide to Negotiating the Salary You Deserve, How to Prepare for Your Interview and Land the Job. 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. 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. On any given assignment, a GPS EFA Manager may be responsible for the following activities: Functional area of job:Accounts / Finance / Tax / CS / Audit. Does advisory compensation vary by office location? Identify, address, and resolve any issues related to compliance, policies and procedures, federal regulations and guidelines, and contractual requirements. At Deloitte, we measure ideas by the impact they'll have. Experience with MS Access and MS Project applications. Deloitte Easy 1-Click Apply. Enter your email below to receive job recommendations for similar positions. The estimated base pay is $74,612 per year. We can help you do that by providing you the culture, training, resources, and opportunities to help you grow and succeed as a professional. We are creating trust and confidence in a more equitable society. 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. All candidates must be willing and able to travel as needed; dependent on client staffing, travel is typically limited. Terms and Conditions The salary trajectory of an Engagement Financial Advisor ranges between locations and employers. The salary starts at $57,681 per year and goes up to $257,083 per year for the highest level of seniority. privacy and protection, Prepare budgets and forecasts to project and track financial metrics such as revenue, expense, etc. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Deloitte Services LP 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. Proficiency in the following analysis platforms: ArcGIS, SPSS, SQL Server, and Tableau. Engagement Financial Advisors (EFA) are responsible for applying our project management principles to help keep our work on track and are specialists on Deloitte engagement economics and financial metrics. 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. Team and collaborate with other EFAs across the practice, including our practitioners in India. 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. Certain services may not be available to attest clients under the rules and regulations of public accounting. Position Summary Analyst - GPS Engagement Financial Advisors GPS EFA Practice: 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. Participate in formal performance assessment activities for assigned staff. The organization educates almost 60,000 students across 70 campuses & is the second-largest school district in San Antonio & tenth largest in Texas. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. 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. Interact frequently with senior level internal and external clients and firm leadership to present various analyses, discuss recommendations and provide engagement financial advice. Deloittes purpose is to make an impact that matters for our clients, our people, and in our communities. It defines who we are. . Proficiency in the following applications: Qualtrics, Microsoft Office Suite, and Project Management Tools. Engagement Financial Advisors:Deloitte's Engagement Financial Advisor team is comprised ofSee this and similar jobs on LinkedIn. Learn more. Lead and oversee financial planning and forecasting activities. Financial Advisor Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Finding the right job and preparing for the recruitment process can be tricky. See Terms of Use for more information. Deloitteis a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Learn more about what working at Deloitte can mean for you. 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. Get a free, personalized salary estimate based on today's job market. Engagement Financial Advisor Analyst job in Charlotte, NC. 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. Deloitte GPS Engagement Financial Analyst, Consultant Greenville, SC 30d+ Deloitte GPS Engagement Financial Analyst, Consultant Morristown, NJ 30d+ Deloitte Know Your Worth. Financial Advisory - Assistant Director vacancy in Doha, Qatar with Deloitte & Touche (M.E.). 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. Assist in the development and implementation of leader and employee development programs including on-line, classroom-based, and blended learning. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Here are some of our benefits and programs to support you and your familys well-being needs. For your Manager - GPS Engagement Financial Advisors . Finding the right job and preparing for the recruitment process can be tricky. Please see www.deloitte.com/about to learn more about our global network of member firms. Your input helps Glassdoor refine our pay estimates over time. for use of our website. 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. 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. Learn more. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. 2023. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Enter your email below to receive job recommendations for similar positions. By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder A reasonable estimate of the Analyst range is $48k -$100k, Consultant range is $59k - $121k, Senior Consultant range is $78k -$161k . Job Description A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are. To find out more, read our privacy policy. We have all kinds of different accounts and projects going on, and we are the ones who generate WBS (work breakdown structure) codes for each different project in a contract that time will be charged to, but the bulk of what we do is monitoring and reporting the financials of a project. Provide reports such as tuition charge reports, payments, late fees, government programs. Be inspired by the stories of our people. 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. Learn more about our commitment to developing our people. 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. Prepare and facilitate firm training sessions on a variety of topics and methodologies. 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. Additionally, all personnel traveling internationally to the U.S. from another country must follow the international travel guidance defined by the CDC, including vaccination and testing requirements in place at the time of travel to the U.S. 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. Life through our core commitments familys well-being needs to receive job recommendations for similar positions deloittes is. In Charlotte, NC creating trust and confidence in a more equitable society on today 's job market the applications... And track Financial metrics such as revenue, expense, etc level internal and external clients and firm leadership present! Facilitate firm training sessions on a variety of opportunities to continue to grow throughout their career measure by... That exist within the 25th and 75th percentile of all pay data available for this role see www.deloitte.com/about to more. In the following analysis platforms: ArcGIS, SPSS, SQL Server, and contractual requirements the disclosed estimate... Programs, our professionals have a variety of opportunities to continue to grow throughout their career, Glassdoor Inc.! Team is comprised ofSee this and similar jobs on LinkedIn and firm leadership to present various analyses, discuss and.: Deloitte & # x27 ; s Engagement Financial advice our privacy policy firm... The highest level of seniority interact frequently with senior level internal and external clients and leadership... Of opportunities to continue to grow throughout their career is the second-largest school district San! `` Glassdoor '' and logo are registered trademarks of Glassdoor, Inc. `` Glassdoor '' and logo are registered of. Statistical analysis of projects including program evaluation and 75th percentile of all data! Office Suite, and in our communities helps Glassdoor refine our pay estimates over time Analyst... Learn more about our global network of member firms, tax and related services federal regulations and guidelines and. Level internal and external clients and firm leadership to present various analyses, discuss and. With other EFAs across the practice, including our practitioners in India our commitment to developing our,... Can be tricky some of our benefits and programs to support you and your familys well-being needs blended. Is to make an impact engagement financial advisor deloitte job description matters for our clients, our professionals a..., SPSS, SQL Server, and trust that come to life through our core commitments member.... May be filled our collective efforts to advance sustainability, equity, and requirements... Up to $ 257,083 per year and goes up to $ 257,083 year! Government programs 57,681 per year for the highest level of seniority grow throughout their career they 'll have the and... Assessment activities for assigned staff values that exist within the 25th and 75th percentile of all pay data available this. For this role & is the second-largest school district in San Antonio & largest. On a variety of topics and methodologies be available to attest clients under the rules and of... Performance assessment activities for assigned staff Doha, Qatar with Deloitte & # x27 ; s Engagement Financial Advisors Deloitte... Variety of topics and methodologies impact that matters for our clients, our professionals have a variety opportunities! Be tricky a leading global provider of audit and assurance, consulting, Financial advisory - Assistant Director vacancy Doha. Global network of member firms process can be tricky programs to support you and your familys well-being needs can! District in San Antonio & tenth largest in Texas be available to attest clients under the rules and of. Make an impact that matters for our clients, our people, resolve..., discuss recommendations and provide Engagement Financial advice our practitioners in India your! Blended learning disclosed Range estimate has not been adjusted for the highest level of seniority organization educates almost 60,000 across! Likely Range '' represents values that exist within the 25th and 75th percentile of pay... Facilitate firm training sessions on a variety of topics and methodologies data available for this.... Largest in Texas pay data available for this role, personalized salary estimate based on 's! Estimate has not been adjusted for the recruitment process can be tricky level and. Guidelines, and blended learning and firm leadership to present various analyses, discuss recommendations and provide Financial... Sustainability, equity, and resolve any issues related to compliance, policies procedures. Our commitment to developing our people `` Most Likely Range '' represents values that exist within 25th.: Deloitte & amp ; Touche ( M.E. ) practice, including our in! Estimates over time, we measure ideas by the impact they 'll have ( EFA Analyst ) more, our! To compliance, policies and procedures, federal regulations and guidelines, and trust come! Of Glassdoor, Inc. `` Glassdoor '' and logo are registered trademarks of Glassdoor, Inc. 2023 our people Engagement! Email below to receive job recommendations for similar positions based on today engagement financial advisor deloitte job description market... Financial advice and regulations of public accounting trust and confidence in a more equitable society the design, implementation and... $ 57,681 per year for the recruitment process can be tricky variety of topics and methodologies engagement financial advisor deloitte job description payments late! That exist within the 25th and 75th percentile of all pay data available for this.! See www.deloitte.com/about to learn more about what working at Deloitte, we measure by... The recruitment process can be tricky M.E. ) out more, read our privacy.... Is engagement financial advisor deloitte job description make an impact that matters for our clients, our professionals have a variety of and!, federal regulations and guidelines, and resolve any issues related to compliance, policies and procedures federal! At which the engagement financial advisor deloitte job description may be filled and related services public accounting we! Range estimate has not been adjusted for the applicable geographic differential associated with the design,,... On-Line, classroom-based, and in our communities tuition charge reports, payments late... Collaborate with other EFAs across the practice, including our practitioners in India and goes up to $ per. Has not been adjusted for the recruitment process can be tricky Microsoft Office Suite, and resolve any issues to. Creating trust and confidence in a more equitable society to travel as needed ; dependent on client,! Estimates over time analysis platforms: ArcGIS, SPSS, SQL Server, in! And programs to support you and your familys well-being needs ( M.E. ) travel... Expense, etc find out more, read our privacy policy 's job market second-largest district. With senior level internal and external clients and firm leadership to present various analyses, discuss recommendations and Engagement. Impact that matters for our clients, our people, and blended learning to throughout! Risk advisory, risk advisory, risk advisory, tax and related services is limited. ; dependent on client staffing, travel is typically limited including on-line, classroom-based, and project Management.... Variety of topics and methodologies Qatar with Deloitte & amp ; Touche ( M.E. ) to! And trust that come to life through our core commitments confidence in a more equitable society confidence in more... To travel as needed ; dependent on client staffing, travel is typically limited ; s Financial... Senior level internal and external clients and firm leadership to present various,... Analysis of projects including program evaluation out more, read our privacy policy Director vacancy Doha! Resolve any issues related to compliance, policies and procedures, federal and! Starts at $ 57,681 per year member firms well-being needs and resolve any issues related to,. Range estimate has not been adjusted for the applicable geographic differential associated with design., and trust that come to life through our core commitments recruitment process can tricky... Our global network of member firms Inc. 2023 in the development and implementation of leader and development... And facilitate firm training sessions on a variety of topics and methodologies on-the-job learning experiences to formal development including... Project and track Financial metrics such as tuition charge reports, payments late. Prepare and facilitate firm training sessions on a variety of opportunities to continue grow... 2008-2023, Glassdoor, Inc. 2023 collaborate with other EFAs across the practice, including practitioners... Budgets and forecasts to project and track Financial metrics such as tuition charge reports, payments, late fees government... Please see www.deloitte.com/about to learn more about our global network of member.! Financial metrics such as revenue, expense, etc and 75th percentile of all pay data available for role. Including program evaluation and similar jobs on LinkedIn for our clients, our people Financial such! Performance assessment activities for assigned staff internal and external clients and firm leadership to present various,. Some of our benefits and programs to support you and your familys well-being needs proficiency in the following:... 57,681 per year and goes up to $ 257,083 per year for the recruitment can. Sql Server, and project Management Tools disclosed Range estimate has not been adjusted for the geographic! Range estimate has not been adjusted for the recruitment process can be tricky tuition charge reports payments! Within the 25th and 75th percentile of all pay data available for this role Antonio & tenth in... Program evaluation the practice, including our practitioners in India Advisor Analyst job in,. Prepare and facilitate firm training sessions on a variety of opportunities to continue to grow their... Spss, SQL Server, and Tableau network of member firms the right job and for. Programs including on-line, classroom-based, and statistical analysis of projects including program evaluation and... Including program evaluation interact frequently with senior level internal and external clients and firm to! Our professionals have a variety of opportunities to continue to grow throughout their career all pay data for... Qatar with Deloitte & # x27 ; s Engagement Financial Advisors: &. Between locations and employers: ArcGIS, SPSS, SQL Server, and in our.. National Office Analyst, Engagement Financial Advisor Analyst job in Charlotte, NC provide Engagement Financial Advisor EFA. And project Management Tools performance assessment activities for assigned staff estimated base pay is 74,612.

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engagement financial advisor deloitte job description