10,755 Financial Advisors jobs in the United States

Manager, Financial Advisors

85261 Scottsdale, Arizona Vanguard

Posted 5 days ago

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Job Description

Financial Planning Advisor

Core Responsibilities

1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

2. Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions.

3. Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention.

4. Supports advisors in analyzing and resolving client planning issues and developing solutions.

5. Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs.

6. Communicates internal and industry developments to crew within department quickly and accurately.

7. Supports management in staffing implementation and operational plans and changes to policies and procedures.

8. Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry.

9. Participates in special projects and performs other duties as assigned.

Qualifications

  • Five years in advice or leadership.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • CFP preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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Financial Advisors Specialist

Orlando, Florida beBeeTax

Posted today

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Job Description

Job Title: Tax Expert

About the Role:

You will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of 'Powering Prosperity Around the World.'

You'll work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You'll leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support.

Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you'll serve as the go-to expert for your clients.

Key Responsibilities:
  • Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Be a Proactive Community Ambassador: Embody a community ambassador and business owner mindset to cultivate a robust customer base for TurboTax.
  • Educate and Communicate Confidently: Enthusiastically represent TurboTax in your local community, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.

You'll interact with customers both in-person and through Intuit's state-of-the-art video communication tools, addressing client inquiries while helping them overcome tax-related challenges.

Requirements:
  • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230.
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.

We offer a competitive compensation package with a strong pay-for-performance rewards approach. The expected hourly rate for this position is between $29.20 and $36.10, depending on location.

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Financial Advisors Specialist

Winston, Georgia beBeetax

Posted today

Job Viewed

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Job Description

Job Description

We are seeking a highly skilled professional to join our team as a Tax Expert. In this role, you will play a critical part in empowering customers to achieve positive financial outcomes while supporting our mission of powering prosperity around the world.

Key Responsibilities:
  • Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Be a Proactive Community Ambassador: Cultivate a robust customer base for TurboTax by actively engaging with new prospects, nurturing leads, and converting them into long-term clients.
  • Educate and Communicate Confidently: Enthusiastically represent TurboTax in your local community by hosting engaging learning events and participating in local marketing efforts.
  • Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Deliver a Best-in-Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

About You: As a successful candidate, you will possess excellent communication and interpersonal skills, with the ability to work effectively with diverse groups of people. You will also be a self-motivated individual who can work independently with minimal supervision, with a strong attention to detail and organizational skills.

Benefits: Our company offers a competitive compensation package, including a generous salary, comprehensive benefits, and opportunities for career growth and development.

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Experienced Financial Advisors & Entrepreneurs in Wealth Management

30383 Atlanta, Georgia The Piedmont Group

Posted 1 day ago

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Job Description

Experienced Financial Advisors & Entrepreneurs in Wealth Management Experienced Financial Advisors & Entrepreneurs in Wealth Management

1 day ago Be among the first 25 applicants

Direct message the job poster from The Piedmont Group

Recruiter at The Piedmont Group -MassMutual Perimeter

Elevate Your Practice with The Piedmont Group

For Experienced Financial Advisors & Entrepreneurs in Wealth Management

If you're a seasoned financial advisor or independent entrepreneur ready to grow your practice without sacrificing independence, The Piedmont Group is built for you.

Our flexible, non-captive model gives you full control of your businesswith the support, tools, and infrastructure to scale efficiently and serve your clients better.

Why Top Advisors Choose The Piedmont Group

Unmatched Growth Support

  • Investment, insurance, and retirement solutions
  • Insurance Marketplace Access
  • Offer broader solutions through a curated platform beyond our proprietary products.
  • Business Markets Strategy
  • Stand out in the business owner market with a proven, value-driven process.
  • Dedicated Concierge Support
  • Access expert teams for advanced sales, underwriting, compliance, and service.
  • Wealth Management Expertise
  • Collaborate with trust and estate planning professionals to meet complex client needs.
  • Leverage advanced tools and platforms to streamline operations and enhance the client experience.

A Culture Built on Partnership

  • Autonomy with Support
  • Build your business your waywe honor your experience and leadership.
  • Clear Growth Path
  • Receive strategic guidance and mentorship to reach your long-term goals.
  • Make an Impact
  • Expand your influence across generations, businesses, and communities.
  • Your voice is heard, and your vision matters.
  • Transparency & Integrity
  • Open, honest communication is the foundation of our partnership.
  • Commitment to Innovation
  • Continuous investment in technology and tools designed for modern advisors.

Qualifications

  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • LAH, FINRA Series 7 and 66, are required within 6 months of hire
  • Preferred but not required, a Bachelor's degree in finance or a related field
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Finance

Referrals increase your chances of interviewing at The Piedmont Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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Consultant, GPS Engagement Financial Advisors

94278 Sacramento, California Deloitte

Posted 2 days ago

Job Viewed

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Job Description

Position Summary
Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFA specializes in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
Work You Will Do
GPS EFA Consultants are responsible for leading one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS EFA Consultant may be responsible for the following activities:
+ Prepare budgets and forecasts and review baselines to project and track financial metrics such as revenue, costs, and profitability.
+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.
+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.
+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
+ Additional financial analyses including reconciliations and variance analyses
+ Understand and utilize standard processes for engagement financial management, quality management, and risk management
+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative
The Team
Our GPS EFA practice supports engagement teams in supporting the requirements our Account teams contract to perform. We help to analyze staffing and other forecast items using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.
Qualifications
Required:
+ B.A./B.S from a four year accredited university
+ Minimum of 2 years experience in a finance/financial analysis role
+ Minimum of 2 years experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
+ Experience summarizing results and producing management reports
+ Strong oral and written communication skills, including excellent presentation skills
+ Outstanding attention to detail and adherence to project deadlines
+ Ability to work effectively, both independently and as a member of a team
+ Ability to handle multiple tasks in a fast-paced environment
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Lifestyle/Travel Guidelines:
+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
Preferred:
+ Experience working with a variety of contracting types (e.g., time and materials, fixed price).
+ Experience in a federal professional service environment; consulting experience is a plus
+ Experience in working and collaborating with international and remote teams
+ Experience with MS Access and MS Project applications
+ Experience with Deltek's Cost Point
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 $73,100 to $121,800.
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.
Information for applicants with a need for accommodation: 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.
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Analyst, GPS Engagement Financial Advisors

94278 Sacramento, California Deloitte

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Position Summary
Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFA specializes in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
Work You Will Do
GPS EFA Analysts are responsible for supporting one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS EFA Analyst may be responsible for the following activities:
+ Assist engagement leadership or other EFA team members by preparing budgets and forecasts and reviewing baselines to project and track financial metrics such as revenue, costs, and profitability.
+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.
+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.
+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
+ Additional financial analyses including reconciliations and variance analyses
+ Learn and utilize standard processes for engagement financial management, quality management, and risk management
+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative
The Team
Our GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.
Qualifications
Required:
+ B.A./B.S from a four year accredited university
+ Minimum of 1 year experience in a finance/financial analysis role
+ Minimum of 1 year experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
+ 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 summarizing results and producing management reports
+ Strong oral and written communication skills, including excellent presentation skills
+ Outstanding attention to detail and adherence to project deadlines
+ Ability to work effectively, both independently and as a member of a team
+ Ability to handle multiple tasks in a fast-paced environment
Lifestyle/Travel Guidelines:
+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
Preferred:
+ Experience working with a variety of contracting types (e.g., time and materials, fixed price)
+ Experience in a federal professional service environment; consulting experience is a plus
+ Experience in working and collaborating with international and remote teams
+ Experience with MS Access and MS Project applications
+ Experience with Deltek's Cost Point
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 $54,600to $91,000.
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.
Information for applicants with a need for accommodation: 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.
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Consultant, GPS Engagement Financial Advisors

30309 Midtown Atlanta, Georgia Deloitte

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Position Summary
Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFA specializes in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
Work You Will Do
GPS EFA Consultants are responsible for leading one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS EFA Consultant may be responsible for the following activities:
+ Prepare budgets and forecasts and review baselines to project and track financial metrics such as revenue, costs, and profitability.
+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.
+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.
+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
+ Additional financial analyses including reconciliations and variance analyses
+ Understand and utilize standard processes for engagement financial management, quality management, and risk management
+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative
The Team
Our GPS EFA practice supports engagement teams in supporting the requirements our Account teams contract to perform. We help to analyze staffing and other forecast items using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.
Qualifications
Required:
+ B.A./B.S from a four year accredited university
+ Minimum of 2 years experience in a finance/financial analysis role
+ Minimum of 2 years experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
+ Experience summarizing results and producing management reports
+ Strong oral and written communication skills, including excellent presentation skills
+ Outstanding attention to detail and adherence to project deadlines
+ Ability to work effectively, both independently and as a member of a team
+ Ability to handle multiple tasks in a fast-paced environment
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Lifestyle/Travel Guidelines:
+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
Preferred:
+ Experience working with a variety of contracting types (e.g., time and materials, fixed price).
+ Experience in a federal professional service environment; consulting experience is a plus
+ Experience in working and collaborating with international and remote teams
+ Experience with MS Access and MS Project applications
+ Experience with Deltek's Cost Point
Information for applicants with a need for accommodation: 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.
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Analyst, GPS Engagement Financial Advisors

30309 Midtown Atlanta, Georgia Deloitte

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Position Summary
Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFA specializes in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
Work You Will Do
GPS EFA Analysts are responsible for supporting one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS EFA Analyst may be responsible for the following activities:
+ Assist engagement leadership or other EFA team members by preparing budgets and forecasts and reviewing baselines to project and track financial metrics such as revenue, costs, and profitability.
+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.
+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.
+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
+ Additional financial analyses including reconciliations and variance analyses
+ Learn and utilize standard processes for engagement financial management, quality management, and risk management
+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative
The Team
Our GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.
Qualifications
Required:
+ B.A./B.S from a four year accredited university
+ Minimum of 1 year experience in a finance/financial analysis role
+ Minimum of 1 year experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
+ 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 summarizing results and producing management reports
+ Strong oral and written communication skills, including excellent presentation skills
+ Outstanding attention to detail and adherence to project deadlines
+ Ability to work effectively, both independently and as a member of a team
+ Ability to handle multiple tasks in a fast-paced environment
Lifestyle/Travel Guidelines:
+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
Preferred:
+ Experience working with a variety of contracting types (e.g., time and materials, fixed price)
+ Experience in a federal professional service environment; consulting experience is a plus
+ Experience in working and collaborating with international and remote teams
+ Experience with MS Access and MS Project applications
+ Experience with Deltek's Cost Point
Information for applicants with a need for accommodation: 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.
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.
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Consultant, GPS Engagement Financial Advisors

17055 Mechanicsburg, Pennsylvania Deloitte

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

Position Summary
Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFA specializes in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
Work You Will Do
GPS EFA Consultants are responsible for leading one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS EFA Consultant may be responsible for the following activities:
+ Prepare budgets and forecasts and review baselines to project and track financial metrics such as revenue, costs, and profitability.
+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.
+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.
+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
+ Additional financial analyses including reconciliations and variance analyses
+ Understand and utilize standard processes for engagement financial management, quality management, and risk management
+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative
The Team
Our GPS EFA practice supports engagement teams in supporting the requirements our Account teams contract to perform. We help to analyze staffing and other forecast items using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.
Qualifications
Required:
+ B.A./B.S from a four year accredited university
+ Minimum of 2 years experience in a finance/financial analysis role
+ Minimum of 2 years experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
+ Experience summarizing results and producing management reports
+ Strong oral and written communication skills, including excellent presentation skills
+ Outstanding attention to detail and adherence to project deadlines
+ Ability to work effectively, both independently and as a member of a team
+ Ability to handle multiple tasks in a fast-paced environment
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Lifestyle/Travel Guidelines:
+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
Preferred:
+ Experience working with a variety of contracting types (e.g., time and materials, fixed price).
+ Experience in a federal professional service environment; consulting experience is a plus
+ Experience in working and collaborating with international and remote teams
+ Experience with MS Access and MS Project applications
+ Experience with Deltek's Cost Point
Information for applicants with a need for accommodation: 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.
View Now

Analyst, GPS Engagement Financial Advisors

17055 Mechanicsburg, Pennsylvania Deloitte

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

Position Summary
Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFA provides financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFA specializes in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
Work You Will Do
GPS EFA Analysts are responsible for supporting one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS EFA Analyst may be responsible for the following activities:
+ Assist engagement leadership or other EFA team members by preparing budgets and forecasts and reviewing baselines to project and track financial metrics such as revenue, costs, and profitability.
+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.
+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.
+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
+ Additional financial analyses including reconciliations and variance analyses
+ Learn and utilize standard processes for engagement financial management, quality management, and risk management
+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative
The Team
Our GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.
Qualifications
Required:
+ B.A./B.S from a four year accredited university
+ Minimum of 1 year experience in a finance/financial analysis role
+ Minimum of 1 year experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
+ 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 summarizing results and producing management reports
+ Strong oral and written communication skills, including excellent presentation skills
+ Outstanding attention to detail and adherence to project deadlines
+ Ability to work effectively, both independently and as a member of a team
+ Ability to handle multiple tasks in a fast-paced environment
Lifestyle/Travel Guidelines:
+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required.
Preferred:
+ Experience working with a variety of contracting types (e.g., time and materials, fixed price)
+ Experience in a federal professional service environment; consulting experience is a plus
+ Experience in working and collaborating with international and remote teams
+ Experience with MS Access and MS Project applications
+ Experience with Deltek's Cost Point
Information for applicants with a need for accommodation: 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.
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.
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