Maxim Umansky
Charlotte,NC
Summary
Detail-oriented and results-driven financial professional with 4 years of experiences in engagement financial advising at Deloitte. Proven expertise in financial analysis, budgeting, forecasting, and client relationship management. Known for strong analytical skills, attention to detail, and the ability to support large-scale client engagements with accuracy and efficiency.
Overview
4
4
years of professional experience
Work History
Engagement Financial Advisory, Consultant
Deloitte
06.2023 - Current
- Lead financial planning and analysis for multiple high-profile client engagements across various industries.
- Partner with engagement teams to manage project budgets, forecast revenue, and ensure financial compliance.
- Provide strategic insights to leadership by delivering weekly reporting and variance analysis.
- Mentor and oversee junior analysts and contribute to training initiatives across the EFA team.
- Coordinate with billing and operations teams to support cash collection and WIP management.
Engagement Financial Advisory, Analyst
Deloitte
07.2021 - 05.2023
- Supported engagement managers in monitoring budgets, tracking actuals vs. forecast, and identifying cost-saving opportunities.
- Created and maintained financial models to evaluate project performance and inform decision-making.
- Assisted in preparing internal reports, client deliverables, and risk assessments.
- Collaborated cross-functionally with resource management, billing, and compliance teams.
Education
Bachelors of Science - Finance
Siena College
Loudonville, NY05.2021
Skills
- Skills: time management, communication, client relationship management, quantitative/financial analysis, Microsoft platforms
- Certificates: Bloomberg Market Concepts Certification
- Languages: English and Russian (Proficient)
Timeline
Engagement Financial Advisory, Consultant
Deloitte
06.2023 - Current
Engagement Financial Advisory, Analyst
Deloitte
07.2021 - 05.2023
Bachelors of Science - Finance
Siena College
Leadership Roles
- Deloitte - Culture Team Lead
- Led Deloitte's office Culture team, organizing and executing firm sponsored events to strengthen employee engagement and morale.
- Managed event budgets, ensuring cost-effective planning while delivering high quality experiences for employee's.
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