Personal Consultation Analyst

Deloitte
$67,100 - $111,800
Western Connecticut Planning Region, Connecticut
Full time
11 hours ago

Personal Consultation Analyst

Risk, Compliance, and Governance | Risk and Compliance Services

Stamford, Connecticut, United States

Position Summary

Are 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 Sep 21, 2025.

Work you’ll do

As 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 team

Risk & 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 Network

The 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.

Qualifications
Required:

  • 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: 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 $67,100-$111,800.

#EA_EXPHIRE

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. 
Our purpose
Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.  Learn more.
Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, “Deloitte” means Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Requisition code: 309785 Job ID 309785
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