Firm Account and Engagement Finance Specialist Lead
$84.3k - $155.4kDeloitte
Position Summary Deloitte’s Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. Recruiting for this role ends on August 9th 2026.Work you’ll doAs a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews. Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.Perform various financial analyses such as reconciliations and variance analysis.Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.Track expenditures and manage client bill and receivable collection functions.Conduct quality reviews 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; andPrepare and facilitate firm training sessions on a variety of topics and methodologies The successful candidate will posses these skills: Strong oral and written communication skills, including excellent presentation skillsIntermediate to advanced Excel and PowerPoint skillsAbility to work effectively as a member of a teamAttention to detail and ability to handle multiple tasks in a fast-paced environmentAbility to "think outside the box" while identifying problems and developing creative solutionsDemonstrated attention to detail and adherence to project deadlinesExperience producing and delivering appropriate communications to C-level Executives The Team The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership. The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0–10%, depending on project assignments. Qualifications Required: Bachelor’s Degree and minimum of 5 years of experience in a financial analysis roleMinimum 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 reportsAbility to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serveAbility to work in your local office at a minimum of one day per weekCandidates located within a commutable distance to one of the select locations available for this role Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred: Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenariosExperience in a professional services firmExperience with MS Suite applications 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $155,400. 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. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on click.appcast.io. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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. Requisition code: 355537 Job ID 355537 Finance and Accounting | Account and Engagement FinanceSame job available in 18 locations
$128k - $252.5k
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...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other locations: Anywhere in... ...client servers on various account decisions, annual planning... ...will apply judgment, firm policy knowledge, and influencing... ..., or compliance risk. Lead and coordinate client...AccountsContract workWork experience placementSummer holidayWork at officeFlexible hours$115k - $160k
...) Community of Expertise. You will lead clients' financial/actuarial engagements for a portfolio of clients and/or significantly... ...in a benefit consulting/brokerage firm or health underwriting / actuarial... ...), Dental, Vision, Health Savings Account, Commuter Account, Health Care and...AccountsTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$99.3k - $117.8k
King & Spalding is a leading global law firm with a commitment to excellence, innovation, and the... ...reports requested.Work closely with other Finance functions, including Pricing, Billing... ..., with a concentration in Finance or Accounting preferred.A minimum of 2 years of job...AccountsFull timeSecond jobLocal areaWorldwideFlexible hours- ...Jr. Finance Specialist at Nebo Being a Jr. Finance Specialist at Nebo Nebo is a human-centered... ...Maintain and improve system to account for financial transactions (primarily creating... ...as needed) Work with our Accounting Firm to provide cohesive and accurate...AccountsWork at officeLocal areaRemote work
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$134.5k - $265.1k
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$140k - $175k
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...this role, you will support strategic and technical consulting engagements for health plans, providers, pharmacy benefit managers, and... ...Excel, and PowerPoint The wage range for this role takes into account the wide range of factors that are considered in making compensation...AccountsWork at officeLocal areaVisa sponsorship$148.2k - $292.3k
...the opportunity to work on high-impact engagements spanning the entire health care landscape... ...help clients address complex challenges. Lead actuarial modeling and analysis to... ...reimbursement models, including value-based care or accountable care organization (ACO) modeling 4+...AccountsLocal areaVisa sponsorship$148.2k - $292.3k
...assurance support for selected Deloitte Audit engagements A successful candidate would possess... ...professional relationshipsAbility to lead projects or workstreamsAbility to manage... ...mergers and acquisitions, including purchase accounting The wage range for this role takes into...AccountsLocal areaVisa sponsorship$180.2k - $355.1k
...Manager on the Human Capital team, you will be responsible for: Leading client engagements involving property and casualty (P&C) reserve analyses,... ...of the following: statutory reporting, generally accepted accounting principles (GAAP), Actuarial Standards of Practice,...AccountsLocal areaVisa sponsorship- ...Sagemount and the management team. Genstar Capital is a leading private equity firm that has been actively investing in high-quality... ...completeness. Provide ad hoc analysis and reporting to Finance, Accounting, Business Development, Account Management, and Supplier...AccountsInternshipWorldwide
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...opportunity to work on high-impact engagements spanning the entire health... ...state government clients. Lead teams that evaluate the... ...underwriting and health care finance 2+ years of experience in project... ...range for this role takes into account the wide range of factors...AccountsWork at officeLocal areaVisa sponsorship- ...company-wide budgeting, forecasting, reporting, and core finance operations, including accounts receivable, accounts payable, and contract data... ...pricing and margin analysis, and maximizing profitability.Lead SMB and E-commerce analysis and reporting, delivering insights...AccountsFull timeContract workRemote workWork from homeHome office
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