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Lead Business Analyst - Accelsior at Deloitte

Lead Business Analyst - Accelsior

Deloitte Charlotte, NC (Onsite) Full-Time
Position Summary

Risk and Financial Advisory - Lead Business Analyst

Do you thrive in times of disruption? Have a drive to be a part of the technology evolution and a passion for turning challenges and opportunities into long-term competitive advantages? Would you like to be in a team at the intersection of creating technology products and providing consulting services to financial services clients?

Work you'll do

* You will work on client teams supporting our Cascade Suite technology platform - including onboarding new client implementations, performing data analytics, and expanding existing business features and functionality to meet client needs. You will be working with other analysts and developers to identify and address technical and non-technical issues. Other responsibilities may include:
* Helping clients streamline operations, automate tasks, and improve processes in their finance, accounting, portfolio monitoring and operations functions
* Leveraging our tools, implement client financial models in the alternative investments space
* Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
* Building reports using PowerBI and SSRS and, ad-hoc queries in SQL, and dashboards leveraging market leading business intelligence tools
* Defining data exchange requirements and performing data ETL tasks
* Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
* Preparing and presenting complex written and verbal materials such as reports, findings, and systems training

Qualifications (required)

* Strong interest in a career that combines technology, finance/accounting, and consulting
* Detail oriented, possess strong listening, verbal/written communication skills, and able to collaborate well with others
* Bachelor's (or higher) degree in Accounting, Finance, Management Information Systems, or related field (or foreign equivalent)
* A minimum of 3-5 years of experience as a business analyst/consultant or accounting/finance professional in the investment management industry
* Strong comfort with Microsoft Excel (proficiency with Lookups, Pivot Tables, and Array operations to name a few) and understanding of databases/BI tools
* Experience building models (in Excel or using other tools) and/or doing other complex quantitative tasks
* Ability to travel 10%, on average, based on the work you do and the clients you serve
* Limited immigration sponsorship may be available.

Qualifications (preferred)

* Experience helping businesses improve processes using technology
* Experience and strong comfort with database systems (such as SQL/Oracle) and financial/accounting systems
* Understanding of alternative investment industry
* Experience with fund fee calculations and legal documents (such as LPAs), along with an understanding of common fund structures

The Team

We are a rapidly growing global team of Analysts and Technology professionals. You will be working directly with team members at all levels, with the focus on enhancement or customization to meet the needs of our clients.

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 $84,750 to $157,494.

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.


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 diverse, equitable, and 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. Learn more about our inclusive culture.

Our purpose

Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

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 Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP.

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.

Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. See notices of various ban-the-box laws where available.

Requisition code: 78120

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