Job Title:  Manager | Finance & Accounts Lead | Bengaluru | Finance & Accounts

Engagement Financial Advisor (EFA) – Job Description

 What impact will you make?

At Deloitte, you will make an impact that truly matters. You’ll work in a high-performance, collaborative, and inclusive environment while acting as a financial strategist and advisor to the business.

As an Engagement Financial Advisor (EFA), you will operate as the “CFO of engagements”, partnering with business and delivery leaders to drive financial performance, governance, and strategic decision-making across the lifecycle engagements.

Role Summary:

This role supports the Business Finance and Delivery Organization for the Operate and Managed Services business unit in India. You will be responsible for financial planning, performance management, and engagement-level profitability for a portfolio of projects, while ensuring compliance with financial policies and reporting standards.

The role reports to the Finance Leader of the Business Unit; and dotted line reporting to Delivery Teams. This is an individual contributor role.

Key Responsibilities:

1. Budgeting & Forecasting

·      Prepare engagement-level budgets and forecasts in collaboration with senior leadership

·      Develop financial models covering revenue, cost, and margin projections

·      Ensure alignment of financial plans with business and operational goals

2. Financial Analysis & Performance Management

·      Analyze financial performance trends, variances, and key drivers

·      Deliver actionable insights to improve profitability and efficiency

·      Monitor engagement KPIs, including margins, utilization, and cost structures

3. Engagement Financial Management

·      Act as a finance business partner to delivery and engagement teams

·      Track project financials (revenue, cost, margin) throughout the lifecycle

·      Identify financial risks and recommend mitigation strategies

4. Revenue, Billing & Compliance

·      Support billing, revenue recognition, and collections processes

·      Ensure adherence to accounting standards and internal policies.

5. Influenced KPIs and Cross-Functional Collaboration

·      Partner closely with internal Deloitte teams for finance and commercial activities

·      Work with business/delivery teams to control lock up in working capital beyond contractual terms; control variation in gross margin and net margin from sold margins

·      Be proactive in identifying the cost control initiatives, work with business in implementation

·      Be proactive in tracking release of planned staff reductions as per Pricing/Contracts; highlight potential delays in Governance meetings.

Educational Background

·      MBA Finance, with ~8 years of relevant experience.

·      CA/CPA/CMA with ~6 years of relevant experience.

Skills Required

·      Financial Analysis: Ability to analyze financial data, identify trends, and prepare reports that support business decisions.

·      Data Analysis Expertise: Proficiency in handling large datasets using tools like excel spreadsheets, Power BI, and other data visualization or analysis platforms to extract insights and drive business decisions.

·      High level of Ownership: Self-driven individual who is proactive, hands-on, and excels at taking initiative to get things done independently.

·      Attention to Detail: Strong attention to detail while working on financial reports and insights.

·      Communication Skills: Good written and verbal communication skills to collaborate effectively with senior managers and cross-functional teams.

·      Team Collaboration: Ability to work in a team environment, supporting colleagues and other departments to ensure financial alignment with operational goals.

·      Technological Proficiency: Proficient in using financial systems and tools such as SAP, Side Car (Quarry) for accurate reporting and data management.