Deloitte · 6 days ago
Personal Consultation Analyst
Stamford, CT
Full-time
Hybrid
Entry Level
$67K/yr - $112K/yr
1+ years expDeloitte is a leading professional services firm seeking a Personal Consultation Analyst to join their ICN Personal Consultation team. The role involves analyzing financial relationships to ensure compliance with regulatory rules and independence policies, while also collaborating with team members to enhance current processes.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
Responsibilities
Review and evaluate records generated daily through the Time to Holdings process, which compares time reported by professionals to Restricted Entity financial relationships reported. Liaise between professionals at all levels and engagement teams to corroborate information
Work closely with ICN managers and Partners, Principals and Managing Directors to analyze and conclude on the permissibility of financial relationships held by Deloitte US professionals at all levels within the firm related to regulatory rules and Deloitte US independence policies
Perform research and analysis on corporate entity structures to identify affiliate relationships
Perform research and analysis on various types of financial relationships
Document analysis and conclusions regarding personal financial relationships
Communicate conclusions to professionals and engagement teams, when necessary
Collaborate with team members to identify efficiencies within current processes and suggest areas for improvement
Prepare materials containing independence information for use at conferences and trainings
Qualification
Required
Bachelors' degree (preferably business, finance or accounting)
1+ years of relevant experience
Proficient in standard office-productivity tools (Microsoft Excel, PowerPoint, and Word)
Limited immigration sponsorship may be available
Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
Positive customer service attitude and dedication to quality, with a demonstrated attention to detail
Solid verbal and written communication, research, organizational, analytical, and interpersonal skills
Be able to work on multiple initiatives, report and communicate progress
Ability to react positively to an environment where priorities and deadlines can quickly change
Ability to manage and prioritize time required on activities and be responsive to requests for information
Demonstrate initiative and good judgment
Ability to effectively work independently, and as part of a team, in a dynamic work environment
Preferred
An understanding of Independence requirements for professional auditing firms
Experience working in a large corporation or accounting firm
Familiarity with financial services, investments, and an understanding of common financial instruments
Company
Deloitte
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
10001+ employees
H1B Sponsorship
Deloitte has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (6871)
2024 (4911)
2023 (5604)
2022 (8090)
2021 (5993)
2020 (10388)
Funding
Current Stage
Late StageLeadership Team
Anne Muraya
Chief Executive Officer - East Africa
Joe Ucuzoglu
Global Chief Executive Officer
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