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 November 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

The successful candidate will posses these skills:

• 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 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 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

Preferred :

• 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

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.