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Deloitte

Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027

Entry-Level JobVerifiedNo experience needed

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$101,930 / year median in Colorado

+7% projected growth

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Job Description

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts. Work you'll do As an Account and Engagement Finance Services Associate on the Engagement Financial Advisor (EFA) team, you will be responsible for supporting engagement financial management activities across the project life cycle, with a focus on revenue, margins, and cost of delivery.
You will:
  • Support engagement leadership in managing revenue and margins by monitoring cost of delivery and overall engagement profitability
  • Maintain compliance with client policies and perform financial analysis, including budgeting, forecasting, and cost variance analysis
  • Support engagement billing and receivables processes and help monitor engagement financial performance
  • Develop and track key performance indicators and communicate with engagement teams, finance, and other stakeholders to help keep work on track and within scope
  • Collaborate with other EFAs across the practice, including practitioners in India, to support engagement financial management activities A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others The team Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered.
We work with internal stakeholders to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost. The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting o...

Benefits

  • Dental Insurance