Deloitte Financial Investment Lead Analyst in Newtown Square, Pennsylvania
Deloitte Artificial Intelligence Strategic Growth Offering (AI SGO) Lead Financial Analyst
Do you enjoy being part of the firm's growth strategy? Are you adept at using business insights to create dashboards and presentations for leadership? The AI SGO Financial Analyst could be the next step in your career!
In this role you'll actively assist with managing the investment process for the firm's largest investment, the AI SGO, including - investment planning, individual investment evaluation, recommending investments for approval or deferment and leading overall investment governance and management to achieve intended results.
The AI SGO Finance & Investment Lead will assist in the creation of leadership and period dashboards to report progress, value and overall strategic and financial impact to the AI SGO leadership team, SIC, and other key constituents.
The Work You'll do
Business Case & Overall Results Management
Co-owner of the AI SGO Business Case as well as other financial and business models needed for the business. Understands and assists with re-modeling of business case and other scenarios, as needed
Business Case Results management - manages and communicates results against the AI SGO business case, including Complete SIC results tracking
Develop and manage period dashboard and all reporting requirements. Receive and interpret results from Finance and provide key business insights related to results to leadership
Executive Updates & Reporting - Assist with the development of overall financial updates to the SIC, Board, and Consulting leadership
Manages Project Controllers (spend management) as well as USI resources generating revenue and margin reports, sales and pipeline
Serves as overall liaison to the finance organization
Investment Request Management
Execute investment governance process so that investment requests are effectively categorized, reviewed and tracked. Maintain investment tracking.
Maintain AI SGO investment Guidelines, invoice submission and approval process
Prepare monthly updates for Steering Group of investments approved YTD and outstanding investment requests.
Interface with AI SGO Team and Leaders and others on syndication of funding, as appropriate.
Conduct analysis to drive planning decisions and setting annual plan targets (sales and revenue targets by offering and by sector)
Closely partner with Finance during and post plan submission to ensure integration of strategic ambition and priorities with financial plan
How You'll Grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.
Bachelor's degree required
Advanced skills in Microsoft Office Excel, PowerPoint and Word
Business case and financial modeling, financial analysis, and management reporting experience
Strong executive level presentation skills, particularly financial presentations
Strong project management and organization skills, ability to manage/ execute multiple strategic initiatives
Program leadership and management experience, ability to scope, plan and develop approaches to achieve an overall objective
Self-starter and ability to work remotely with a multi-disciplinary team
Collaborative nature and ability to build strong relationships virtually
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Targeting 4-6 years of relevant experience
Nice to have:
- Experience using Tableau and/or Acrobat Adobe Pro for reporting
Location: US- Open
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