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
- ...Financial Analyst Progressive GE Job Description Main Accountabilities: 1. Assist the project manager on all issues related to... ...professional accounting role. -Bachelor degree in accounting, finance, or related field. -Knowledge of US GAAP or Sox Compliance. -...AccountsContract workImmediate start
$60k - $70k
...for an accommodation or an alternative application process. Finance Specialist Full Time Clerical Sanford, FL, US 2 days ago Requisition... ...partners and ensuring accurate billing, revenue recognition, and accounts receivable management. This role partners closely with...AccountsFull timeWork at officeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is... ...and referrals, social media and speaking engagements). Deeply understand clients' and... ...of mutual trust, respect, feedback, and accountability. As an associate, you are required to...AccountsWork at officeWork from homeHome officeFlexible hours$50k
...and referrals, social media, speaking engagements). Deeply understand clients’ and prospective... ...client experience consistent with firm policies, regulatory requirements, and... ...of mutual trust, respect, feedback, and accountability. Complete ongoing training offered by the...AccountsWork at officeHome officeFlexible hours$141.2k - $278.3k
...uncertainty, and regulatory change, finance and global business services... ...to contribute to the firm's growth and development in a variety of ways. Leading small engagements or workstreams within larger... ...range for this role takes into account the wide range of factors that...AccountsVisa sponsorship$100.35k - $205k
...issues? Do phrases like "accounting for income taxes," "tax... ...client, manage the tax engagement team, have access to an elite group of specialists when needed, and be... ...strong support system from firm leadership to ensure... ...degree in accounting, finance, or related fieldLimited...AccountsWork at officeLocal area$100.35k - $205k
...returns, as well prepare and lead client meetings on... ...profitability analysis, on engagements; and you will begin to be involved... ...per weekBachelor's degree in accounting, finance, or other business-related field... ...LLMPrior Big 4 or large CPA firm experienceStrong verbal and...AccountsPrivate practiceWork at officeLocal area$100.35k - $205k
...use their experience in accounting and taxation to provide... ...client, manage the tax engagement team, have access to an elite group of specialists when needed, work with... ...strong support system from firm leadership to ensure... ...degree in accounting, finance or related fieldSolid understanding...AccountsWork at officeLocal areaWorldwide2 days per week3 days per week$105.38k - $215.38k
...Worth (HNW) individual compliance engagements (planning through post-filing).... ..., ensuring adherence to firm standards and regulatory requirements.Lead and collaborate with delivery teams... ...Required Bachelor’s Degree in Accounting, Finance, Business Administration or other...AccountsWork at officeLocal area- ...Addition Financial Financial Specialist We are Addition Financial, a member... ...foundational support to the Finance department by performing routine accounting, reconciliation, and reporting functions... ...dental and vision coverage from leading insurance providers ~...AccountsWork at office
$725 per month
...Job Title Resident Engagement Assistant Job Description Recognized by Newsweek in 2024 and 2025 as one of America's Greatest Workplaces... ...Adoption benefit Disability (short and long term) Flexible Spending Accounts Health Savings Account Optional life and dependent life...AccountsHourly payFull timeTemporary workPart timeFlexible hours- ...teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation... ...to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer...AccountsFull timeTemporary workPart timeWork experience placementWork at office
- ...supply chain, operations, HR, finance, and more across more than 40... ...sales channels. This role leads sales growth initiatives, develops... ..., quotas and budgets for all Account Sales Managers, Business... ...expenditures in support of customer engagement and revenue growth....AccountsFull timeLocal areaRemote workVisa sponsorshipWork visa
$93k - $191k
...collaborate across different tax offerings, engaging with Business Leaders and professionals... ...initiatives.Responsibilities include:Leading end-to-end TPRM reviews - coordinating intake... ...The wage range for this role takes into account the wide range of factors that are...AccountsWork at officeLocal areaVisa sponsorshipShift work- ...Engineering and Architecture firm that ranks in the... ...to join our dynamic Finance team in Sanford, FL! The... ...(PFA) serves as the lead financial partner for... ...Lead drive financial accountability through monthly project... ...Partner with Billing Specialists to ensure accurate invoicing...Contract workTemporary workWork experience placement
- ...organization in Lake Mary, Florida. This position partners closely with finance leadership to deliver meaningful analysis, support business... ...(***) ***-****.Requirements• Bachelor’s degree in Finance, Accounting, or a related business discipline is required.• At least 5...Immediate start
- ...JOB DESCRIPTION Accounting Intern Position Title: Accounting... ...in nonprofit healthcare finance and accounting. Under the... ...required. Microsoft Office Specialist (MOS) certification or other... ...human) through meaningful engagement. Results-Driven :...Accounts16 hoursPart timeCasual workInternshipWork at officeImmediate start10 hours per weekFlexible hours
- ...Description Responsibilities: Manage accounts payable and receivable. Prepare financial... ...software. Requirements: Degree in finance, accounting, or a related field. Experience... ...better is what drives us. We positively engage with personal and professional development...
- ...reporting and controls. Oversees all financial functions including accounting, budget, credit, risk, tax, and treasury. Will assist in... ...Prioritization About you: ~ Bachelor’s degree in Accounting or Finance required; CPA a plus ~3-5 years of experience in Finance/...AccountsFull timeWork at officeFlexible hours
$116k - $137k
...us in building the future of finance.Our mission is to democratize... ...Robinhood is building out its firm-commitment underwriting... ...compliance controls, and regulatory engagement across the end-to-end... ...highly flexible benefits spending account for wellness, learning, and more...AccountsWork at officeFlexible hoursShift work$134.1k - $265.1k
...where you’ll help shape the future of finance. As part of Deloitte’s Finance... ...team, you will be responsible for leading treasury transformation engagements, advising clients on treasury technology... ...management, hedge management and accounting, and financial risk management....AccountsContract workLocal areaVisa sponsorship$65k - $85k
...~ Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: ~ Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred ~2+ years of financial analysis or data analytics experience...Work at officeRemote work- ...which includes but is not limited to, acting with integrity and accountability, support our clinicians in all aspects of patient care... ...The Staff Accountant is responsible for supporting the finance and accounts payable departments by preparing and reconciling...AccountsWeekly payWork at office
- ...Facility Solutions is the nation's leading management company in the... ...client agreement is executed, the account is transitioned to our... ...opportunities. Prospect and engage commercial property owners, property... ..., property management firms, healthcare facilities, educational...Accounts
$86.7k - $170.9k
...and regulatory change, finance and global business services... ...be responsible for: Engage with diverse global... ...relationshipsAbility to lead projects or workstreamsAbility... ...or consulting firm environment1+ years of... ...for this role takes into account the wide range of factors...AccountsVisa sponsorship- ...Accounting Manager Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what... ...in a similar position managing multiple entities or audit engagements. Teammate Benefits & Total Well-Being We go beyond...AccountsContract workWork at office
- ...where it counts by joining our industry-leading wealth management team at Bank of America... ...SAFE Act requirements, all employees engaged in residential loan mortgage originations... ...and provide access to partners who are specialists in their field.Marketing strategies to reach...Full timeImmediate startDay shift
$14 - $35 per hour
...professional for the role of Insurance Account Representative - State Farm Agent... ...RESPONSIBILITIES: Develop leads, schedule appointments, identify customer... ...foster a goal-driven environment, firmly rooted in community engagement and giving back. At our office, we...AccountsHourly payFor contractorsWork at office- ...dedicated portfolio of commercial accounts. Negotiation & Strategy: Lead renewal negotiations to minimize churn... .... Drive Adoption: Proactively engage with customers to drive software adoption... .... Cloud Software Group is firmly committed to Equal Employment...AccountsContract workWork at officeLocal area
- ...We are in search of an experienced Accounts Receivable/Inventory Clerk (Automotive) to join our team in Sanford. This is an exciting opportunity to join a high performing team that is a leader in the automotive industry. The Automotive Payroll Clerk is responsible...AccountsFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Firm Account and Engagement Finance Specialist Lead. Be the first to apply!
- other financial services Lake Mary, FL
- entry level accounting finance Lake Mary, FL
- part time finance Lake Mary, FL
- finance compliance Lake Mary, FL
- finance degree Lake Mary, FL
- vice president finance Lake Mary, FL
- finance leadership development program Lake Mary, FL
- entry level finance Lake Mary, FL
- accounting finance recruiter Lake Mary, FL
- finance operations Lake Mary, FL


