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Job Details

Financial Investment Lead Analyst

Company name
Deloitte Development, LLC

Cincinnati, OH, United States

Employment Type

Finance, Business Analyst

Posted on
Oct 09, 2021

Valid Through
Jan 22, 2022

Apply for this job



Job Information


Financial Investment Lead Analyst




Deloitte Artificial Intelligence Strategic Growth Offering (AI SGO) Finance & Investment Lead

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 Finance & Investment Lead 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.

Annual Planning

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.

Nice to have:

Experience using Tableau and/or Acrobat Adobe Pro for reporting

Level: Enabling Senior Consultant- Open to current Senior Consultants

Travel: Minimal

Location: US- Open


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.

Deloitte's Culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to nourish and build a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.

Corporate Citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte's impact on the world.

Recruiter Tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you're applying to. We also suggest that you brush up on your interviewing skills and practice discussing your experience and job history with a family member, friend, or mentor. Check out recruiting tips from Deloitte professionals.

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.

Company info

Deloitte Development, LLC
Website :

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