Collateral Operations Analyst Jobs in Portland, OR

The Pricing & Profitability CoE sits within Deloitte's Audit & Assurance Leadership organization and reports to the Audit & Assurance CFO and COO. The Pricing & Profitability CoE provides the opportunity to work closely with various leaders across the Audit & Assurance business to deliver strategic thought leadership, pricing expertise and analysis, analytical tools, ownership of pricing & forecasting technologies (CP3 & Beacon), and data analysis to drive improvement in overall Audit & Assurance profitability and promote excellence in account-level pricing, profitability and operational practices. 

Work You'll Do

This role will be focused on strategic analysis and reporting of account, offering, industry and overall A&A pricing and operational metrics and results leveraging our pricing and forecasting systems (CP3 & Beacon), as well as working directly with engagement teams to help support them in their preparation and strategy for client fee conversations with resources, insights, and analysis. Responsibilities include the following:

• Utilize available tools to analyze proxy data and develop benchmarking analyses to support engagement teams in client fee negotiations.
• Develop resources and collateral to support engagement teams in implementing pricing strategy (e.g., playbooks, templates, FAQs, talking points).
• Incorporate change management practices to drive adoption of new reporting, tools, and pricing approaches.
• Provide direct client/engagement team support by translating pricing and forecasting outputs into actionable recommendations, facilitating working sessions, and supporting decision-making and follow-through.
• Analyze client engagement financial data, including pricing and forecasting results, external pricing and marketplace trends, and other regular and ad-hoc reporting.
• Develop and execute analytics solutions that deliver meaningful insights to Audit & Assurance leadership.
• Apply strategic thinking and skills to identify opportunities to automate, design, and implement reporting solutions.
• Lead the creation of executive-level reports in various platforms (e.g., PPT, Tableau, Power BI, etc.) and other deliverables, which are typically high-profile and in support of financial and operational performance improvement and initiatives.
• Develop a comprehensive understanding of system inputs/outputs and leverage that knowledge to support complex financial models; synthesize and present results to leadership.
• Support stakeholder communications by drafting and coordinating updates, aligning messaging across audiences, and ensuring clear, concise, high-quality content for senior leaders across the firm.
• Manage and coordinate USI resources by defining work packages, setting priorities, overseeing quality assurance, and ensuring timely delivery of analytics, reporting, and collateral.

Qualifications

Required:

• Bachelor's degree in Accounting, Finance, Data Analytics/Science or related subjects
• 2+ years of experience in an audit, accounting, corporate finance, or operations role
• Proficient in Excel and have strong data analytics and critical thinking experience to drive CoE analytics and reporting, along with the ability to challenge the status quo and identify new analytic opportunities.
• Experience with PowerPoint for creation of executive-level presentations and the ability to effectively use other common software, such as Word, in completion of work.
• Clear, concise verbal and written communication skills.
• Ability to work on multiple projects at a time, develop timelines, and manage to strict deadlines.
• Possess a client-service mindset with outstanding research, analytical, and quantitative aptitude, as well as advanced attention to detail, are required for success in this role.
• Work effectively, with minimal day-to-day supervision, and within a primarily remote team environment to significantly contribute to the success of the team.
• You should reside within a commutable distance of your assigned office with the ability to commute daily, if required.
• You should expect to co-locate with team members or other colleagues in a Deloitte office, at a client site and/or virtually, based on specific team and business expectations.
• Ability to travel up to 10%, on average, based on the type of work you perform and the clients served.
• Limited immigration sponsorship may be available.

Preferred:

• Knowledge and understanding of Deloitte's Audit and Assurance business.
• Understands engagement economics and financial and operational metrics/KPIs (key performance indicators) used by professional services firms.

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 $72,900 to $149,700.

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.

The Pricing & Profitability CoE sits within Deloitte's Audit & Assurance Leadership organization and reports to the Audit & Assurance CFO and COO. The Pricing & Profitability CoE provides the opportunity to work closely with various leaders across the Audit & Assurance business to deliver strategic thought leadership, pricing expertise and analysis, analytical tools, ownership of pricing & forecasting technologies (CP3 & Beacon), and data analysis to drive improvement in overall Audit & Assurance profitability and promote excellence in account-level pricing, profitability and operational practices. 

Work You'll Do

This role will be focused on strategic analysis and reporting of account, offering, industry and overall A&A pricing and operational metrics and results leveraging our pricing and forecasting systems (CP3 & Beacon), as well as working directly with engagement teams to help support them in their preparation and strategy for client fee conversations with resources, insights, and analysis. Responsibilities include the following:

• Utilize available tools to analyze proxy data and develop benchmarking analyses to support engagement teams in client fee negotiations.
• Develop resources and collateral to support engagement teams in implementing pricing strategy (e.g., playbooks, templates, FAQs, talking points).
• Incorporate change management practices to drive adoption of new reporting, tools, and pricing approaches.
• Provide direct client/engagement team support by translating pricing and forecasting outputs into actionable recommendations, facilitating working sessions, and supporting decision-making and follow-through.
• Analyze client engagement financial data, including pricing and forecasting results, external pricing and marketplace trends, and other regular and ad-hoc reporting.
• Develop and execute analytics solutions that deliver meaningful insights to Audit & Assurance leadership.
• Apply strategic thinking and skills to identify opportunities to automate, design, and implement reporting solutions.
• Lead the creation of executive-level reports in various platforms (e.g., PPT, Tableau, Power BI, etc.) and other deliverables, which are typically high-profile and in support of financial and operational performance improvement and initiatives.
• Develop a comprehensive understanding of system inputs/outputs and leverage that knowledge to support complex financial models; synthesize and present results to leadership.
• Support stakeholder communications by drafting and coordinating updates, aligning messaging across audiences, and ensuring clear, concise, high-quality content for senior leaders across the firm.
• Manage and coordinate USI resources by defining work packages, setting priorities, overseeing quality assurance, and ensuring timely delivery of analytics, reporting, and collateral.

Qualifications

Required:

• Bachelor's degree in Accounting, Finance, Data Analytics/Science or related subjects
• 2+ years of experience in an audit, accounting, corporate finance, or operations role
• Proficient in Excel and have strong data analytics and critical thinking experience to drive CoE analytics and reporting, along with the ability to challenge the status quo and identify new analytic opportunities.
• Experience with PowerPoint for creation of executive-level presentations and the ability to effectively use other common software, such as Word, in completion of work.
• Clear, concise verbal and written communication skills.
• Ability to work on multiple projects at a time, develop timelines, and manage to strict deadlines.
• Possess a client-service mindset with outstanding research, analytical, and quantitative aptitude, as well as advanced attention to detail, are required for success in this role.
• Work effectively, with minimal day-to-day supervision, and within a primarily remote team environment to significantly contribute to the success of the team.
• You should reside within a commutable distance of your assigned office with the ability to commute daily, if required.
• You should expect to co-locate with team members or other colleagues in a Deloitte office, at a client site and/or virtually, based on specific team and business expectations.
• Ability to travel up to 10%, on average, based on the type of work you perform and the clients served.
• Limited immigration sponsorship may be available.

Preferred:

• Knowledge and understanding of Deloitte's Audit and Assurance business.
• Understands engagement economics and financial and operational metrics/KPIs (key performance indicators) used by professional services firms.

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 $72,900 to $149,700.

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.