Firm Account and Engagement Finance Specialist Lead
Deloitte Atlanta, United StatesFirm Account and Engagement Finance Specialist Lead
Deloitte Atlanta, United States
Firm Account and Engagement Finance Specialist Lead
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 do
As 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.
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:
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 USTalentCICInbox@deloitte.com.
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 www.deloitte.com/us/about 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
Recruiting for this role ends on August 9th 2026.
Work you'll do
As 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; and
- Prepare and facilitate firm training sessions on a variety of topics and methodologies
- Strong oral and written communication skills, including excellent presentation skills
- Intermediate to advanced Excel and PowerPoint skills
- Ability to work effectively 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
- Demonstrated attention to detail and adherence to project deadlines
- Experience producing and delivering appropriate communications to C-level Executives
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 role
- Minimum 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 reports
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
- Ability to work in your local office at a minimum of one day per week
- Candidates 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
- Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
- Experience in a professional services firm
- Experience with MS Suite applications
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 USTalentCICInbox@deloitte.com.
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 www.deloitte.com/us/about 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
Job ID 355537
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