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Ea Financial information

What are the key skills and qualifications needed to thrive as an Executive Assistant in a financial setting?

To thrive as an Executive Assistant in finance, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with financial software (like Excel, QuickBooks, or Bloomberg Terminal), calendar management tools, and often certification such as CAP or MOS is valuable. Excellent communication, discretion, and proactive problem-solving set top performers apart in this role. These skills enable efficient executive support, accurate financial coordination, and confidentiality in a high-stakes, fast-paced environment.

How does an EA Financial typically collaborate with executives and finance teams to support organizational goals?

An EA Financial professional often acts as a bridge between senior executives and the finance department, managing schedules, preparing financial reports, and facilitating communication among stakeholders. They support budgeting, expense tracking, and may coordinate meetings where financial strategies are discussed. This role requires strong organizational skills, discretion with sensitive data, and the ability to prioritize tasks in a fast-paced environment. Collaboration is key, as EA Financial professionals regularly liaise with team members across departments to ensure alignment on financial objectives and deadlines.

What is the difference between Ea Financial vs Financial Advisor?

AspectEa FinancialFinancial Advisor
CredentialsMay require specific certifications like Series 7, Series 66, or CFP depending on services offeredTypically requires CFP, Series 7, Series 66, or similar certifications
Work EnvironmentOften works within financial firms, banks, or as independent consultantsWorks in banks, financial planning firms, or independently with clients
Industry UsageCommonly used in financial services, investment firms, and bankingWidely used across financial planning, investment advising, and wealth management

Both Ea Financial and Financial Advisor roles involve financial planning and investment advice, often requiring similar certifications. However, Ea Financial may focus more on specific financial products or services within certain firms, while Financial Advisors typically provide comprehensive financial planning to individual clients. The roles overlap significantly, but the context and scope can differ based on employer and specialization.

What is an EA Financial?

EA Financial professionals typically refer to individuals who work in financial roles within companies or organizations, focusing on providing expert advice, managing financial records, and ensuring compliance with financial regulations. The 'EA' can stand for Enrolled Agent, a tax advisor certified by the IRS, or it may refer to other financial professionals working in executive assistant or financial analyst roles. These professionals are responsible for preparing tax returns, representing clients before the IRS, analyzing financial data, and supporting financial decision-making. Their expertise helps organizations maintain accurate financial records and adhere to relevant laws and regulations.

What are popular job titles related to Ea Financial jobs in Michigan?

For Ea Financial jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Ea Financial jobs in Michigan look for?

The top searched job categories for Ea Financial jobs in Michigan are:

What cities in Michigan are hiring for Ea Financial jobs?

Cities in Michigan with the most Ea Financial job openings:

Ea Financial jobs near you
Infographic showing various Ea Financial job openings in Michigan as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Specialist, Risk and Compliance Services (PC)

Deloitte

Midland, MI • On-site

Full-time

Re-posted 7 days ago

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

45th of 150 rated financial services

Job description

Join Deloitte's Risk & Brand Protection organization as a Specialist, Risk and Compliance Services, where you will support independence and conflicts processes that help protect our reputation and strengthen client trust. In this role, you will review and coordinate compliance-related activities, maintain accurate records, and support timely issue resolution across stakeholders. The role is well suited for a candidate who can work within established policies and procedures while managing multiple requests with accuracy and consistency.

Recruiting for this role ends on 08/31/2026.

Work you'll do
As a Specialist, Risk and Compliance Services on the Independence & Conflicts Network team, you will be responsible for
  • Review and process independence, conflicts, and compliance matters in accordance with established policies, procedures, and service-level expectations
  • Document independence analyses with factual support for each consultation
  • Research and analyze financial relationships, employment relationships, and other compliance matters
  • Apply Securities and Exchange Commission (SEC), Public Company Accounting Oversight Board (PCAOB), and Deloitte independence policies in day-to-day work
  • Identify trends, document issues, and escalate risks to support timely resolution and process improvement
A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
The team

Risk & Brand Protection (R&BP)
Our reputation starts with you-this belief is core to R&BP, which brings together six essential core areas that shape our culture-we collectively work with our businesses to inspire new standards of integrity, trust, and performance to make an impact that matters and to better serve our clients, our communities and our people. With our people's help, we distinguish Deloitte as the clear leader in professional services, making Deloitte the first choice for clients and talent.

Together, we protect, preserve, and enhance our reputation and distinguish Deloitte as the undisputed leader in professional services, strengthening our brand, and each other.

Independence & Conflicts Network
Independence is integrity, professional skepticism, intellectual honesty, and objectivity - freedom from conflicts of interest. The people of Deloitte must remain unbiased and free from conflicts of interest with our clients, in fact and appearance.

Qualifications
Required:
  • 3+ years of experience supporting audit, risk management, compliance, independence, conflicts, or regulatory processes
  • Bachelor's degree in Accounting, Finance, Business Administration, or another business discipline
  • Experience reviewing, documenting, and resolving cases, requests, or exceptions in a workflow, ticketing, or case management environment
  • Experience applying policies, procedures, or regulatory requirements in a professional services or corporate environment
  • Ability to travel 0-10%, on average, 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:
  • Experience supporting independence or conflicts processes
  • Experience in public accounting or a professional services environment
  • Experience with data quality review, issue tracking, or process documentation
  • Experience using workflow, reporting, or case management tool
  • Experience using Microsoft Excel, Word, and PowerPoint to prepare documentation, reports, or status updates
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 $63000 to $116000.

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.

EA_ExpHire,EA_RBP_ExpHire 
 
Qualifications:
Join Deloitte's Risk & Brand Protection organization as a Specialist, Risk and Compliance Services, where you will support independence and conflicts processes that help protect our reputation and strengthen client trust. In this role, you will review and coordinate compliance-related activities, maintain accurate records, and support timely issue resolution across stakeholders. The role is well suited for a candidate who can work within established policies and procedures while managing multiple requests with accuracy and consistency.

Recruiting for this role ends on 08/31/2026.

Work you'll do
As a Specialist, Risk and Compliance Services on the Independence & Conflicts Network team, you will be responsible for
  • Review and process independence, conflicts, and compliance matters in accordance with established policies, procedures, and service-level expectations
  • Document independence analyses with factual support for each consultation
  • Research and analyze financial relationships, employment relationships, and other compliance matters
  • Apply Securities and Exchange Commission (SEC), Public Company Accounting Oversight Board (PCAOB), and Deloitte independence policies in day-to-day work
  • Identify trends, document issues, and escalate risks to support timely resolution and process improvement
A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
The team

Risk & Brand Protection (R&BP)
Our reputation starts with you-this belief is core to R&BP, which brings together six essential core areas that shape our culture-we collectively work with our businesses to inspire new standards of integrity, trust, and performance to make an impact that matters and to better serve our clients, our communities and our people. With our people's help, we distinguish Deloitte as the clear leader in professional services, making Deloitte the first choice for clients and talent.

Together, we protect, preserve, and enhance our reputation and distinguish Deloitte as the undisputed leader in professional services, strengthening our brand, and each other.

Independence & Conflicts Network
Independence is integrity, professional skepticism, intellectual honesty, and objectivity - freedom from conflicts of interest. The people of Deloitte must remain unbiased and free from conflicts of interest with our clients, in fact and appearance.

Qualifications
Required:
  • 3+ years of experience supporting audit, risk management, compliance, independence, conflicts, or regulatory processes
  • Bachelor's degree in Accounting, Finance, Business Administration, or another business discipline
  • Experience reviewing, documenting, and resolving cases, requests, or exceptions in a workflow, ticketing, or case management environment
  • Experience applying policies, procedures, or regulatory requirements in a professional services or corporate environment
  • Ability to travel 0-10%, on average, 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:
  • Experience supporting independence or conflicts processes
  • Experience in public accounting or a professional services environment
  • Experience with data quality review, issue tracking, or process documentation
  • Experience using workflow, reporting, or case management tool
  • Experience using Microsoft Excel, Word, and PowerPoint to prepare documentation, reports, or status updates
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 $63000 to $116000.

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.

EA_ExpHire,EA_RBP_ExpHire 
 
Education:Bachelor's DegreeEmployment Type:

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