Finance Operate

Step into a role where you’ll help shape the future of finance. As part of our Finance Transformation team, you’ll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte’s unmatched resources and deep industry insights, you’ll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends on 12/31/25.

Work you’ll do

As Master Business Analyst within Deloitte’s Finance Operate offering, you will lead engagements implementing proprietary products as well as supporting Finance Operate offerings that are use proprietary products as the backbone. You will have the opportunity to support the creation of innovative managed services and digital solutions that transform the finance function for our clients. You will work at the intersection of product development, client delivery, and operational excellence—ensuring our Finance Operate products, including our Accelsior platform (Cascade Suite and Surveillance Suite) and services deliver measurable value, scalability, and a superior client experience. You will collaborate with cross-functional teams—including technology, operations, sales, and client service—to evolve our offerings/products and maintain Deloitte’s leadership in the finance managed services market.

Key Responsibilities

• Solution Implementation:

Lead the implementation of Cascade Suite and our extended suite of Accelsior products for our clients in the Financial Services and Investment Management markets. Project management including oversight of a team of professionals, project plans and engagement economics.

• Product Strategy & Roadmap:
  Support Accelsior and Finance Operate leadership in the definition and execution of the product vision and roadmap for Cascade Suite as well as emerging managed finance operations, digital platforms, and automation solutions. Support the alignment of product strategy with client needs, market trends, and Deloitte’s broader Finance Transformation objectives.
• Solution Development:
  Play a lead role in the design and enhancement of Finance Operate offerings, leveraging technology, process innovation, and domain expertise to deliver scalable, high-quality solutions across operational finance, accounting, tax, and reporting.
• Cross-Functional Interaction:
  Collaborate with technology, delivery, and advisory teams to enable seamless integration of product features into client engagements and ongoing operations.
• Operational Excellence:
  Execute on the implementation and continuous improvement of Finance Operate products, ensuring high standards for quality, compliance, and client satisfaction. Drive automation and process optimization initiatives.
• Go-to-Market Support:
  Partner with business development and marketing teams to position Finance Operate offerings in the market, conduct product demonstrations, support sales pursuits, and articulate value propositions to clients.
• Team Development:
  Mentor and develop junior product managers and delivery team members, fostering a culture of innovation and excellence.

The team

Our Finance Operate offering provides ongoing operation of the Finance function as well as the support of our proprietary products as an extension of the Finance Transformation Advise and Implement offering portfolio. 

Required Qualifications 

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 6+ years of experience in finance operations, system implementation or advisory roles
• Proficiency in MS office including Excel, PowerPoint, Teams and Word

• Experience in evaluating business processes, understanding client needs, identifying improvements, and gathering and documenting requirements in a financial service setting.
• Experience in conducting interviews to gather requirements/feedback through workshops, storyboarding, use-case documentation, and other methods.
• Experience in leveraging Excel calculations and models including fund waterfalls and other financial calculations.
• Experience with investment managers (traditional, alternatives, wealth, and/or real estate).

• Experience working with various software applications such as Yardi, ARC, Geneva, Investran, or similar
• Ability to travel up to 30%, based on the work you do and the clients and industries/sectors you serve
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred Qualifications:

• Master’s degree in Business, Systems or Accounting
• Experience in the delivery and management of middle and back office recurring services to clients (e.g. fund administration)

• Experience with ticketing/tracking systems (Azure DevOps, JIRA, Service Now).
• Familiarity with databases and basic queries using SQL.

• Experience with ERP and finance automation platforms (SAP, Oracle, JDE, etc.)
• Background in process improvement, requirements gathering, and value mapping
• Strategic thinker with a passion for product innovation and the operationalizing new offerings in the finance function
• Strong business acumen and understanding of managed services models
• Excellent communication and stakeholder management skills
• Focus on delivery and client service excellence
• Collaborative leader able to influence across functions and geographies
• High ethical standards and commitment to quality

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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 $130,800-$241,000.

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.