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Lead Financial Analyst, Policy Strategy & Compliance
Lead Financial Analyst, Policy Strategy & Compliance-March 2024
Charlotte
Mar 19, 2025
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About Lead Financial Analyst, Policy Strategy & Compliance

  Lead Financial Analyst, Policy Strategy & Compliance

  Are you ready to apply your strategy and analytical skills in a dynamic environment? Are you looking for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be the place for you!

  Join our team of experienced professionals who support policy development and governance for Policy Strategy & Compliance (PS&C) in a fast-paced business climate. If you are seeking a role that offers you the opportunity to develop personally and professionally, consider a career with PS&C at Deloitte.

  The team and the role

  The FP&A organization supports our business, market and enabling area leaders by providing world class financial support. FP&A is made up of advisors who are influential in decision-making and partner with finance leaders to drive meaningful strategic and financial outcomes.

  Within FP&A, the Policy Strategy & Compliance (PS&C) team provides holistic policy management on strategy, governance, monitoring, and coordinated communication. Specific responsibilities and qualifications for the Lead Financial Analyst role are outlined below.

  Recruiting for this role ends on 02/18/2024

  Work you'll do

  Core responsibilities

  Provide project management support for policy projects and reporting (e.g., operationalize policy decisions)

  Develop and maintain firm policies leveraging a standard, centralized set of objectives and guiding principles

  Support multiple projects supporting strategic programs including tracking milestones, and communicating with stakeholders to drive desired outcomes

  Monitor central mailboxes for specific programs as needed to address exceptions, process, etc.

  Support cross-functional teams on policy distribution and implementation strategy while keeping a focus on achieving solutions and continuous improvement

  Support implementation of learning and resource tools, guidelines, FAQ's, Knowledge Documents for the Global Contact Center, etc. of critical firm information for all firm professionals

  Obtain hands-on knowledge of the content management process; ensure timely and accurate policy posting on DeloitteNet that is consistent with national communications guidelines

  Manage the policy library so that appropriate documentation and all policy versions are maintained for internal control and legal/regulatory purposes

  Other responsibilities

  Develop project plans and timelines, track progress through milestones and metrics, and collaborate cross-functionally with firm leadership, Business leadership, FP&A teams (e.g., Finance Business Partners), and additional teams (e.g., Talent, Strategy)

  Develop executive level presentations to communicate and achieve consensus for recommendations

  Build supporting materials that assist leaders and stakeholders in the decision-making process

  Support leaders in strategic activities and engage in stretch opportunities aligned with professional development goals and strengths

  Qualifications

  Required:

  Bachelor's degree in Finance, Accounting, Policy or related subject

  Minimum of 3+ years of relevant corporate environment experience, preferably working with policies

  Demonstrated accomplishments in the following areas:

  Project management

  Work with senior leadership

  Advanced in MS Office (Excel, PowerPoint, Outlook, Teams)

  Excellent written, verbal and listening skills

  Ability to apply solid business judgment

  Self-starter with the ability to self-manage and follow through on time sensitive issues

  Preferred:

  Advanced education degree a plus

  Experience in a professional services firm is a plus

  Data analysis, management, and visualization

  Understanding of data visualization tools

  Foundational knowledge of financial systems

  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 $80400 to $148000.

  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.

  EA_ExpHire

  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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