Location: Tampa, FL 33602
Are you an experienced technology professional who thrives in a collaborative environment? In the role of a Fund Finance and Intermediary Payments Specialist, you’ll bring forward innovative ideas and collaborate on client projects as a consultant with fewer travel demands. This opportunity is with Deloitte under our Project Delivery Talent Model (PDM), a framework designed for sustained, onsite client service delivery. Recruiting for this role closes on March 31 st, 2026.
The Team
Our Finance Transformation team serves as trusted advisors to CFOs, finance leaders, and executive stakeholders. We leverage Deloitte’s broad capabilities and insights to deliver innovative, market-driven solutions. Our mission is to modernize finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and help clients become strategic business partners within their organizations. Our Finance Operate offering ensures continuous operation of the finance function, extending the capabilities of our Finance Transformation Advising and Implementing portfolio.
What you’ll do
- Oversee the workflow for allocating fund expenses, prepare data for 15c profitability reporting, and ensure accuracy for board and regulatory deliverables.
- Coordinate reimbursement and expense payment processing, ensuring correct coding, alignment with budgets, and controlled payment release with authorized sign-off.
- Lead annual budgeting cycles and conduct run-rate revenue analyses to confirm funds’ financial viability.
- Own and refine the expense accrual methodology; centralize and standardize accrual processes for efficiency.
- Direct invoice validation and approval; partner closely with business managers for payment reviews and sign-offs.
- Implement and optimize technology transitions (procure-to-pay platform, invoice validation, analytics dashboards).
- Support and enhance profitability analytics, scenario planning (“what-if” analyses), and ongoing enhancements leveraging AI/CFO Insights.
- Ensure robust process and policy documentation with improvements focused on timing, ownership, training, knowledge transfer, and audit readiness.
- Oversee team resource allocation and mitigate key-person risk by strengthening cross-training and documentation.
Qualifications
- Bachelor’s degree, preferably in accounting, finance, or a related field; or equivalent professional experience
- 4+ years of experience in fund finance, fund operations, or asset management
- Proven ability to manage allocations, budgeting, profitability reporting, and regulatory support
- Strong understanding of accounting systems, Excel, scenario analysis, and workflow automation
- Experience leading teams in global (US/India) operational models; adept at documentation and process improvement
- Excellent organizational, communication, and project management skills
- Limited immigration sponsorship may be available
- Ability to travel 10%, on average, based on the work you do and the clients/industries you serve
Preferred credentials
- CPA, CFA, or other advanced financial credentials
Analytical / Decision Making Responsibilities
- Ability to manage multiple projects and prioritize tasks into actionable work products
- Capability to work independently or with minimal supervision
- Strong written and verbal communication skills
- Ability to deliver technical demonstrations
Compensation
The wage range for this role reflects the broad factors considered in determining compensation, including but not limited to skill sets, experience, training, licensure and certifications, and other business needs. The disclosed range has not been adjusted for geographic differential associated with the location where the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the r
