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Proactive Engagement Finance provides centralised project financial management services to Deloitte client projects. Our core principles are to bring process efficiency, to operate a process of continual improvement and to drive consistency across all project financial management tasks. We are looking to recruit outstanding individuals to become a pivotal part of our Proactive Engagement Finance (PEF) team within the Engagement Support Services (ESS) function based in Cardiff. This is an exciting and new opportunity to join our fast paced and growing team, and to be at the forefront of efficient working practices for the firm’s service lines and clients.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, that covers audit, risk advisory, and consulting services across tax, legal, business, technology and corporate finance, we help our clients become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

Connect to your opportunity

You will work as part of a dedicated skillset team to help achieve these principles, with a coaching and mentoring structure in place to provide you with guidance and support. Though the function is not a direct client facing team, we are involved in assisting with the completion and delivery of engagement finances which will give you a broad insight into how Deloitte manages client project finances.

As our team begins to rapidly expand you will be able to grow and develop with it. You will have the opportunity to become a subject matter expert and to advance both your technical and soft skills through our structured training and career development plans.

You will have responsibility for delivering a comprehensive range of project financial and our financial system (SAP) tasks. Training will be provided to cover each aspect of the responsibilities below.

• Providing engagement financial support to Deloitte project managers, partners and project controller groups, with a potential to expand other areas in future
• Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution
• Supporting the creation of a WBS codes for new client projects, completing necessary procedures and set up of new engagement/client records in SAP
• Calculating client billing amounts, performing financial analysis and producing a variety of reports as required
• Producing client report documents using Microsoft Office tools
• Updating internal systems with relevant client project information
• Ensuring compliance and contractual requirements are met and maintained throughout the duration of a client engagement
• Support transactional activities for Engagement teams
• Organising and taking meeting minutes and producing meeting agendas
• Supporting engagement close down procedures, such as producing final bills and archiving

Connect to your skills and professional experience

Our team come from a diverse range of backgrounds and often with limited project or financial controller experience. One thing our team has in common is pride in their role and dedication to quality and service. We are looking for people who are:

• Experience in a finance or accounting environment
• Higher education in Accounting, Business or Finance preferred
• Able to use their own initiative, to be proactive and able to identify appropriate solutions to problems
• Able to produce consistent high quality work with emphasis on attention to detail
• Able to collaborate with others to achieve common goals
• Organised and able to focus and prioritise
• Professional and confident in both written and verbal communications
• Able to work to tight deadlines and manage customer expectations
• Able to collaborate effectively and be able to share knowledge and experience with colleagues
• Proficient with Microsoft Excel, Word and PowerPoint (training will be provided depending on your level of experience)

Connect to your service line - Enabling Functions

Collaboration is central to everything we do at Deloitte. Bringing your individual skills and experience, and sharing your specialist knowledge, is how you’ll make a far-reaching impact. Come join us.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints. This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm. The recruitment team will provide further detail as you progress through the recruitment process.

Connect with your colleagues

“At PEF, we value teamwork and supporting our colleagues in and outside work.” -Jamil, Proactive Engagement Finance

“PEF has provided us with an amazing opportunity to excel in our careers through fully funding our professional qualifications.” - Joy, Proactive Engagement Finance

Connect to your agile working options

Location: Cardiff
Your Work, Your Way: We call our hybrid working vision Deloitte Works. And it does. We trust you to make the right choices around where, when and how you work. You’ll be able to make decisions about how you work best, to be collaborative, learn from colleagues, share your experiences, build the relationships that will fuel your career and prioritise your wellbeing. Having great conversations with your team and your leadership paves the way for great collaborative ways of working.

Discover more about our locations.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers

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