Deloitte

Deloitte’s Engagement Financial Advisor (EFA) team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement Financial Advisors provide engagement management knowledge for the entire project management team(s) by assisting with initiating and controlling organization and logistical aspects of projects. Our 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 Will Do: 

As a Consultant, Project Financial Advisor for our EFA team, you will be responsible for supporting one or more engagement teams through successful management of the financial analysis and reconciliation processes and the implementation of engagement management controls.

• Maintain compliance with clients’ policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis, and help manage projects’ billing and receivables process
• Monitor project performance and determine improvement areas by developing key performance indicators (KPIs) and frequently communicate with the US project team, finance department, and other US project stakeholders to keep projects on track and within the scope of cost
• Team and collaborate with other EFAs across the practice, including our practitioners in India
• Support one or more project/engagement teams through successful management of the financial analysis and reconciliation process and the implementation of project management control
• Prepare budgets and forecasts to track and project financial metrics such as revenue, expense, etc.
• Track expenditures and perform the client billing and receivables collection functions
• Perform and manage project management office (PMO) functional tasks and perform day-to-day contract management activities
• Understand and utilize standard processes for project management, quality management, and risk management
• Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives

The Team

Our Engagement Financial Advisor team, part of Deloitte Services LP, helps clients define what they need and how it can be delivered. We work with clients 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 successful candidate will possess:

• Demonstrated attention to detail and adherence to project deadlines
• Ability to work effectively, both independently and as a member of a team
• Ability to «think outside the box» while identifying problems and developing creative solutions
• Ability to handle multiple tasks in a fast-paced environment
• Accountability for Results: Holds self and others accountable for ensuring that results are achieved; seizes opportunities to produce results without direct supervision; takes action on items beyond formal job responsibility; sets high expectations for self and others
• Communications: Strong communication skills, both oral and written, and excellent interpersonal skills
• Storytelling: Structure a logical story that demonstrates an understanding of the audience and effectively facilitates conversations
• Data Visualization: Create interactive and dynamic visuals to share insights through impactful presentations of results
• Financial Acumen: Understand accounting basics, financial statements and reporting components
• Scenario Planning: Use finance systems and tools to assess scenarios and understand what influences business decisions
• Financial Modeling: Build representations of financial situations; develop advice and recommendations on performance
• Business Analytics: Synthesize financial data into meaningful terms, anticipate questions to support the business’ goals
• Business Partnering: Facilitate long-term planning and develop effective analytics
• Decision Support: Break down complicated issues to identify a problem’s root causes
• PMO: Maintain project timelines and raise delays to leaders
• Client Excellence: Manage self to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
• Talent Management: Exhibit enthusiasm, positive professional attitude, integrity, and reliability

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline
• 2+ years of relevant finance experience
• Strong English oral and written communication skills
• Experience working in a financial analysis role
• Experience summarizing results and producing management reports
• Demonstrated attention to detail and adherence to project deadlines
• Experience working in Microsoft Office Suite, including intermediate to advanced Excel skills
• Experience working in financial systems (i.e., SAP, BPC, Essbase, etc.)
• Ability to travel as needed
• Must be legally authorized to work in the Costa Rica without the need for employer sponsorship, now or at any time in the future

Preferred:

• Advanced Business Degree
• Project Management Professional (PMP) certification