Lead Financial Analyst, Planning Finance Business Partner--Consulting

Lead Financial Analyst, Planning Finance Business Partner -Consulting

Deloitte Services LP includes internal support areas such as Marketing and Communications, Human Resources/Talent, Information Technology, Facilities Management, and Financial Support Services.

The Team and Role Description

The Consulting Finance team within Deloitte's Financial Planning & Analysis (FP&A) organization provides specialized analytical and finance support services in support of Consulting's business leaders and the Deloitte Consulting Executive Committee. The Planning team drives key processes including long-range financial planning, external and internal trend analysis, annual plan target setting, annual plan support and investments analysis.

During the period of October - July, the primary focus is on establishing initial growth targets for the upcoming fiscal year and executing the annual planning process in partnership with the Firm's FP&A Planning team and the Consulting Finance OP and Industry BPs. The annual planning process involves managing many stakeholders and moving pieces to ensure that Consulting leadership is aware of progress and supported in decision-making. Key responsibilities are in analysis, recommendations and communications to the Consulting COO and broader Consulting Leadership team. Close coordination is required with the Firm Planning team as well as the individual Consulting business leaders and support teams.

Additionally, during the August - September time frame, the long-term planning process is initiated. This role will also support ad hoc analytical projects ranging from investments analysis to profitability analysis. This work will address business questions using a variety of data sources and analytics approaches, and requires communicating findings and recommendations to executive leaders in a clear and succinct manner.

Work You'll Do

The LFA Planning Finance Business Partner will play an active role in supporting the Consulting Finance planning processes noted above. The role will involve financial modeling and scenario analysis, executive-level presentation development, and coordination across Talent, Finance, and business stakeholders to support planning objectives. The role will own key deliverables and financial models and will collaborate closely with other team members as the work will range from more traditional P&L modeling to newer, more unstructured data views through long term plan.

General responsibilities include a broad base of finance-related services such as:

• Explain, present and analyze the financial performance and plans of the business
• Work with a variety of stakeholders to gather inputs, validate recommendations, and help manage the planning process
• Provide meaningful, actionable insights, advice, and recommendations on historic and the future financial performance to the Business' leadership
• Communicate analysis and recommendations in a clear, succinct manner while demonstrating executive presence
• Support an efficient and effective planning process that produces accurate and logical plans that align with business's strategic objectives

• Bachelor's degree in Accounting, Finance or related subject
• CPA or MBA preferred

• Minimum of 3+ years of relevant finance experience, focus on Financial Planning and Analysis preferred
• Proven ability to work independently as well as within a team environment
• Demonstrated accomplishments in the following areas:
  • Financial Reporting and Analysis
  • Problem solving skills
  • Project management
  • Business process improvement
  • Attention to detail
  • Creativity in analyzing complex and ambiguous business issues and datasets

• Accountability for Results: Seizes opportunities to produce results without direct supervision; Acts on items beyond formal job responsibility; Sets high expectations for self and others
• Communications: Strong communication skills, excellent interpersonal skills, both oral and written, and ability to create effective presentations from data
• Creating Quality Deliverables: Establishes deliverable structure and content; Implements and enforces high standards for quality deliverables
• Problem Solving: Ability to work in a dynamic environment that requires critical thinking and strong analytical skills
• Providing Exceptional Client Service: Manages task set to provide exceptional client service by responding with a sense of urgency, practicality, accountability, and integrity
• Teaming: Exhibits enthusiasm, positive professional attitude, integrity, and reliability
• Building Rapport: Actively listens; Respects the opinions and perspectives of others; Demonstrates strong personal commitment to others; clearly states thoughts and ideas
• Decision-making: Considers various points of view and exhibits an ability to challenge and influence in order to achieve optimal outcomes
• Developing thought leadership / innovative ideas: Generates innovative ideas that are sound and progressive; Challenges the status quo; Fosters creativity throughout area of responsibility

• Advanced in Excel, PowerPoint and Word
• Understanding of SAP, Swift Analysis for Office, and other financial applications
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future