Specialist Manager, Financial Planning and Analysis

Position Summary

Are you ready to apply your financial 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 financial professionals who support financial planning and analysis for the Finance Business Partners (FBP) 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 the Tax FBP Team at Deloitte.

Professionals in ES may apply and be considered for the role regardless of US office location.

Recruiting for this role ends on November 9th 2026.

Work you'll do

• Develop plans, forecasts, budgets, and perform analysis to support Tax leadership with major business decisions and in overall financial health
• Review firm economic models and external research to assess potential impacts on future organizational performance
• Leverage data analytics to identify and prioritize business challenges, risks, and opportunities
• Analyze financials to explain drivers of performance and communicate insights to Finance and/or business leaders and support the development of financial goals
• Synthesize, interpret, and challenge data to develop meaningful insights that inform recommendations
• Manage the implementation of changes to management reporting within FBP
• Drive FP&A and broader Finance & Administration (FA) internal change programs focused on driving efficiencies and effectiveness
• Develop timelines, milestones, and metrics to effectively plan and execute projects; collaborate cross-functionally with firm leadership, Business leadership, FP&A teams (e.g., Finance Business Partners), and additional teams (e.g., Talent, Strategy) and inform stakeholders of project progress
• Advise on key messaging and presentation content to communicate the intended story and achieve business outcomes; Collaborate closely with stakeholders and senior leadership
• Provide actionable recommendations to senior leadership and support the decision-making process
• Provide leadership, mentorship, and guidance to staff to support professional development and advancement towards career goals

The successful candidate would possess these skills

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The Team

The Financial Planning & Analysis (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 FBP organization works with business leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. The FBP Specialist Manager role supports the Tax Business, and specific responsibilities and qualifications for this role are outlined below.

Qualifications

Required:

• Bachelor's degree in Finance, Accounting, or related subject
• Minimum of 5+ years of relevant Finance experience
• Experience in financial reporting, financial analysis, planning, and forecasting
• Experience managing projects and developing action plans
• Experience analyzing, managing, and visualizing data to support business decisions
• Experience supporting strategy development and execution
• Experience applying quality and risk management practices
• Experience identifying and implementing business and process improvements
• Experience using Microsoft Office applications, including Excel, PowerPoint, Outlook, and Teams
• Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.

Preferred:

• Advanced education degree
• Experience in a professional services firm
• Work with senior leadership
• Understanding of data visualization tools (Tableau, Power BI)
• Advanced knowledge of financial systems (SAP, Anaplan)
• Ability to travel as needed

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 $93,000 to $155,000.

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.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Recruiting tips

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

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.

Requisition code: 373228

Job ID 373228