Personal Consultation Analyst in Stamford, CT
Job title: Personal Consultation Analyst in Stamford, CT at Deloitte
Company: Deloitte
Job description: Position SummaryAre you interested on being on the cutting edge of regulatory compliance? Are you focused on helping others comply with regulations and policies? Are you passionate about research and subject-matter expertise in a professional services environment? Are you interested in gaining exposure to auditor independence rules promulgated by our regulators? Then the ICN Personal Consultation team may be the right fit for you!Recruiting for this role ends on May 25th, 2025.Work you'll doAs a Personal Consultation Analyst, you'll be part of a strong and cohesive team where you will use your analytical, research and investigative skills to:
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.
The successful candidate will possess:
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.
The teamRisk & Brand Protection (R&BP)At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.Independence & Conflicts NetworkThe Independence & Conflicts Network (ICN) Personal Consultation team performs a critical consultative, quality-assurance and risk-management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. Independence requirements are defined by specific sets of policies, external rules and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte.QualificationsRequired:
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
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
Information for applicants with a need for accommodation: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 $67,100-$111,800.
Expected salary: $67100 - 111800 per year
Location: Stamford, CT
Job date: Thu, 01 May 2025 22:21:52 GMT
Apply for the job now!
Apply Now
Company: Deloitte
Job description: Position SummaryAre you interested on being on the cutting edge of regulatory compliance? Are you focused on helping others comply with regulations and policies? Are you passionate about research and subject-matter expertise in a professional services environment? Are you interested in gaining exposure to auditor independence rules promulgated by our regulators? Then the ICN Personal Consultation team may be the right fit for you!Recruiting for this role ends on May 25th, 2025.Work you'll doAs a Personal Consultation Analyst, you'll be part of a strong and cohesive team where you will use your analytical, research and investigative skills to:
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.
The successful candidate will possess:
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.
The teamRisk & Brand Protection (R&BP)At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.Independence & Conflicts NetworkThe Independence & Conflicts Network (ICN) Personal Consultation team performs a critical consultative, quality-assurance and risk-management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. Independence requirements are defined by specific sets of policies, external rules and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte.QualificationsRequired:
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
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
Information for applicants with a need for accommodation: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 $67,100-$111,800.
Expected salary: $67100 - 111800 per year
Location: Stamford, CT
Job date: Thu, 01 May 2025 22:21:52 GMT
Apply for the job now!
Apply Now