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. 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. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. 2023. The Engagement Financial Advisor group is essential in supporting our Deloitte teams as they deliver quality service to clients. More. Engagement Financial Advisors:Deloitte's Engagement Financial Advisor team is comprised ofSee this and similar jobs on LinkedIn. 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. 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. One of Glassdoors Best Places to Work in 2023 is Deloitte! They oversee the activities of GPS EFA staff, including accountability for the quality and timeliness of all deliverables. GPS EFA Managers are responsible for supporting a portfolio of accounts-each with multiple engagement teams-through successful management of the financial analysis and reconciliation processes and the implementation of engagement financial management controls. 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. Assist in the development and implementation of leader and employee development programs including on-line, classroom-based, and blended learning. Deloitte Engagement Financial Advisor Jobs Find Jobs Filter your search results by job function, title, or location. We encourage jobseekers to exercise caution. Provide reports such as tuition charge reports, payments, late fees, government programs. The salary trajectory of an Engagement Financial Advisor ranges between locations and employers. Gps Engagement Financial Analyst, Manager, Openings, Vacancies at Deloitte in Albany NY 12207 Usa with Skill set Good communication skills - Y-Axis Jobs. So, the opportunity for you to grow your network is significant. Know Your Worth. Finding the right job and preparing for the recruitment process can be tricky. 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. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Our people and our culture make Deloitte a place where leaders thrive. Facilitate leadership development programs using. On Fishbowl, you can share insights and advice anonymously with Deloitte employees and get real answers from people on the inside. The estimated additional pay is $20,876 per year. DTTL (also referred to as "Deloitte Global") does not provide services to clients. Participate in formal performance assessment activities for assigned staff. It defines who we are. 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. 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. Prepare and facilitate firm training sessions on a variety of topics and methodologies. 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). Proficiency in the following applications: Qualtrics, Microsoft Office Suite, and Project Management Tools. and both meet and comply with their provisions. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Enter your email below to receive job recommendations for similar positions. On any given assignment, a GPS EFA Manager may be responsible for the following activities: Functional area of job:Accounts / Finance / Tax / CS / Audit. 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. We use cookies to improve your experience on our site. Deloittes purpose is to make an impact that matters for our clients, our people, and in our communities. Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications See notices of various ban-the-box laws where available. See Terms of Use for more information. 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. This employer has claimed their Employer Profile and is engaged in the Glassdoor community. And believe me, this is a good thing. Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. The salary starts at $57,681 per year and goes up to $257,083 per year for the highest level of seniority. Maintain compliance with clients' policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage projects' billing and receivables process. Moreover, 6,5 years of expertise . We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. 2023 Y- AXIS OVERSEAS CAREERS. 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. Caution against fraudulent job offers. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 2023. Responsibilities Assist with compilation, review, audit, bookkeeping and tax engagements Prepare and maintain government remittances/filings, accounts receivable, expenses, accounts payable and. 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. 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. Please see www.deloitte.com/about to learn more about our global network of member firms. EFAs add value during all stages of the engagement lifecycle, from proposal phase to engagement close. Local assignments that do not require an overnight stay may require that you commute to the client site and/or Deloitte office. Report this job. Deloittes purpose is to make an impact that matters for our clients, our people, and in our communities. To find out more, read our privacy policy. Join a great organization and team that works well together with shared interest in education and nonprofit work. 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. Our global network of member firms and related entities in. Bachelor's Degree in Accounting/Finance, Mathematics, or Sciences; (eg. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. 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. 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. Check out tips from our Deloitte recruiting professionals to set yourself up for success. 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. This employer has claimed their Employer Profile and is engaged in the Glassdoor community. Related Searches:All Engagement Financial Advisor Salaries|All Deloitte Salaries. This site requires JavaScript to work correctly. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Director, Financial Services Industry, SAP Enterprise Transformation in Birmingham Partners of Research LTD. Trading as Check-a-Salary. Has anyone within Deloitte cyber been alerted to what their mid-year compensation will be? Financial advisory and consulting positions are among the most popular careers at Deloitte. In addition, you will: Our Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. Get started with your Free Employer Profile, The Ultimate Job Interview Preparation Guide. For your Terms and Conditions and both meet and comply with their provisions. 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 TeamOur Engagement Financial Advisor team, part of Deloitte Services LLP, helps clients define what they need and how it can be delivered. 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. At Deloitte, purpose is synonymous with how we work every day. This site requires JavaScript to work correctly. EFAs are financial and business operations advisors and are experts on Deloitte engagement economics and financial metrics. 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. Ability to "think outside the box" while identifying problems and developing creative solutions. Group is essential in supporting our Deloitte teams as they deliver quality service to clients place where thrive... 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