Advisory Opportunity Engagement Set-Up Associate

Company: KPMG
Location: Orlando
Posted on: April 22, 2025

Job Description:

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking an Associate, Opportunity Engagement Set-Up to join our Advisory organization.Responsibilities:

• Maintain and support assigned opportunities throughout their life cycle, including engagement set-up, obtain necessary reports, create quotes/pricing workbooks, inform coordinators of required codes, keep pursuit teams informed, learn service offerings; identify and resolve issues, becoming a subject matter resource; facilitate assessment and evolution processes
• Build relationships with pursuit teams and understand their service lines
• Preserve all assigned opportunities, directly contribute to pipeline health which includes weekly review of potentially stale opportunities, outreach to appropriate partners and managing directors to obtain updates and update opportunities in Engage/Launchpad
• Serve as a subject matter resource for the firm's opportunity, pricing, risk management systems, and deal review boards including ServiceNow, Salesforce, Pricing tool and Client/Engagement Acceptance Set-Up (CLEAS)
• Participate in developing best practices for the Opportunity Engagement Set-Up (OES) team in conjunction with Senior Associate OES, the Manager OES and/or Director of Operations; participate actively in weekly and monthly team calls
• Sign-up to support and actively participate in any number of special projectsQualifications:
  • Minimum three years of recent combined experience in areas such as administrative, legal, finance, business development, project management and client service experience; experience within a professional services firm or similar environment is preferred
  • Bachelor's degree from an accredited college/university in business; equivalent experience is required
  • Proficient in Microsoft Office Suite applications including, Word, Excel, and Outlook; familiarity with software applications and systems of the firm, including Salesforce, Pricing tool, Sentinel and CLEAS preferred; experience using internet research tools and database management
  • Strong time management skills and the aptitude to effectively manage stakeholder expectations; highly skilled in critical thinking and analytical problem solving with a proven ability to tackle complex challenges and offer effective solutions
  • Exceptional communication, interpersonal, and organizational skills allowing for proactive task and project management, as well as stakeholder engagement; demonstrate the ability to exercise independent judgment in making day-to-day decisions in formulating solutions to problems
  • Travel may be required, and general workday sometimes exceeds a 9:00am-5:00 pm local time workday, possibly resulting in some weekend coverage
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "".
    
    Follow this link to obtain salary ranges by city outside of CA:
    KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Keywords: KPMG, Ocala , Advisory Opportunity Engagement Set-Up Associate, Accounting, Auditing , Orlando, Florida