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
...’ll help shape the future of finance. As part of our Finance Transformation... ...As a Manager and Innovation Lead within our Finance... ...offering leads to identify pilot engagement opportunities for beta... ...range for this role takes into account the wide range of factors that...AccountsLocal areaVisa sponsorship- ...Operations Consulting Services Firm focusing on providing... ...based on industry leading practices. ProSidian... ...a wide variety of engagements for Private Companies,... ...Seeks a Budget Analyst | Finance [COC0039236] for... ...’s degree in finance, accounting, or economics.3+ years...AccountsFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
$60k - $70k
...payment to Financial Advisor Firms, Financial Advisors, and Strategists... ...transaction review and fee account set up error review.*... ...a solution to a problem and engaging in implementation from beginning... ...every day.**We believe in:*** Leading with Heart, in truly making a...AccountsFull timeWork at officeFlexible hours- ...looking for “Great People Who Lead” at all levels in the organization... ...and operations consulting firm with a reputation for its strong... ...CONUS - Varies to support an engagement for A Department of the United... ...a full Flexible Spending Account (FSA) Plan and a tax benefit for...AccountsFull timeContract workTemporary workFor contractorsWork at officeFlexible hours
- ...Operations Consulting Services Firm focusing on providing value... ...solutions based on industry-leading practices. ProSidian services... ...to complete a wide variety of engagements for Private Companies, Fortune... ...reconciliation of internal accounts. Processes transactions in a...AccountsFull timeContract workH1bWork at office
- ...objective of maintaining an industry-leading system of internal controls... ...to collaborate across Finance, Controllers, Risk, Audit, Technology... ...:4+ years of Finance, Accounting, Analytics, Reporting or Business... ...-driven culture which firmly establishes those disciplines...AccountsFull timeWork experience placement
- ...this role:Wells Fargo is seeking a Senior Lead Finance Analyst to own and elevate branch... ...that illuminate banker productivity and account production trends. Additionally, you will... ...mitigating and compliance-driven culture which firmly establishes those disciplines as...AccountsFull timeWork experience placementWork at officeRelocation package
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...your search for important and impactful work lead to the same place.We are seeking an... ...&L Gates is a fully integrated global law firm with lawyers located across five continents... ...Drug Coverage (including a Health Savings Account feature)Pre-tax Commuting BenefitsDental InsuranceBusiness...AccountsFull timeTemporary workLocal areaRemote work$106.7k
...global consulting firm. Where We Need You... ...communication among all engagement team members. You... ...modules i.e., Finance, Workforce, Capex,... ...in Roles leading finance process improvement... ...(e.g., MIS, Accounting, Finance, Computer... ...Certified Implementation Specialist, Oracle Cloud EPM...AccountsFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...unique opportunity provides you with a full career path within the firm. Work you’ll do/Responsibilities Demonstrate in-depth knowledge... ...demonstrations The wage range for this role takes into account the wide range of factors that are considered in making compensation...Accounts
$91k - $202.8k
...Portfolio Analyst and Strategy Specialist within PNC's Risk Operations... ...closely with Risk, Finance, Regulatory Reporting, Technology... ...the ability to effectively engage business and technology stakeholders... ...that requires adaptability, accountability, and attention to detail.·...AccountsFull timeTemporary workPart timeWork experience placementWork at office- ...this RoleWells Fargo is seeking a Senior Lead Finance Analyst within the Corporate and... ...DodecaExperience with disciplines such as accounting, group controllers, corporate treasury,... ...mitigating and compliance-driven culture which firmly establishes those disciplines as...AccountsFull timeWork experience placementWork at officeRelocation package
$134.5k - $265.1k
...impacting our clients through engagement with innovative and emergent... ...facing industry perspectives, lead generation materials, or... ...Qualifications Bachelor’s degree in Finance, Economics, Business,... ...range for this role takes into account the wide range of factors that...AccountsWork at officeVisa sponsorship- ...opportunity to learn the business while gaining visibility among the firm’s senior leadership. Learn more about PNC’s Development... ...Preferred business relevant majors (e.g., Marketing, Sales, Finance, Accounting, IT, Economics, Innovation, Math, Statistics, HR, English,...AccountsFull timeTemporary workPart timeWork experience placementWork at office
$230k - $255k
...Annuity Pricing, you will co-lead pricing and product strategy... ...competitive environmentActively engage in the development of new... ...enabling understanding of multiple accounting regimes and pricing... ...testingCollaborate with Risk Management and Finance to identify risk management...AccountsFull timeWork at officeRemote workRelocation packageFlexible hours$74.9k - $147.6k
...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
...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- ...Product Research and Pricing Projects: Lead the design and pricing of innovative annuity... ..., publications, or speaking engagements related to annuities or retirement income... ...Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible...AccountsFull timeWork from homeRelocation packageFlexible hours1 day per week
$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- ...day to day functions such as wiring funds, account balancing, collateral management, trade... ...liaising with Front Office, Back Office, Finance and/or the client, as necessary. Involvement... ...Ability to liaise with all levels of the firm and people with different experiences and...AccountsContract work
$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- ...admissions and academics to keep the students engaged and on-track. BUSINESS CONTRIBUTIONS:... ...Provide information and assess student financing needs Review FAFSA for Title IV... ...monthly start date reports Review monthly account balance reports Investigate account...AccountsWork at office
$65k - $75k
...excellence. Our client is seeking an Investment Operations Specialist to support the day to day administration and operational functions of the firm's investment platform. This individual will play a key role in account administration, money movement, trading, and brokerage...Accounts$97.6k - $179.9k
...Join Deloitte’s Finance organization to help implement... ...needs of the US member firm. In this role, you will... ...Work You'll Do: As a Specialist Manager, Firm Financial... ...relationshipsAbility to lead projects or workstreamsAbility... ...: Bachelor’s degree in Accounting, Finance, Information...AccountsVisa sponsorship$128k - $252.5k
...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$203.76k - $249.04k
...analyst professionals. Responsibilities Lead and develop a staff of actuaries and business... .... Ensure appropriate valuation controls. Engage key stakeholders at appropriate level of... ..., Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible...AccountsWork from homeRelocation package1 day per week$64.2k - $116.4k
...The opportunity In the Engagement Business Advisor (EBA)... ...be an experienced finance professional within the... ...organization, you will be accountable for driving engagement... ...will apply judgment, firm policy knowledge, and... ..., or compliance risk. Lead and coordinate client...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will... ...:2-3 years of experienceBachelor’s degree, required; Business, Finance, Math, Accounting, or related field, preferredProficient in all...AccountsFull timeTemporary workWork at officeLocal area
$105.38k - $215.38k
...client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected... ...support system from firm Leadership to ensure... ...uncashed payroll checks, aged accounts receivable credits, and... ...degree in accounting, finance, or other related...AccountsWork at officeLocal area$19 per hour
...time position as a Compliance Specialist. Location: Charlotte, NC... ...interested in launching a career in finance and financial advisory. This... .... This includes managing account transfers and new client account... ...Planning & Analysis (FP&A) Lead Charlotte, NC $64,880.00 -$72...AccountsPermanent employmentFull timeContract workTemporary workInternshipWork at officeImmediate startRemote workMonday to Friday
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