The Specialist Lead, Records & Contracts

Deloitte • Williamsville, NY • 3h ago

The Specialist Lead, Records & Contracts (R&C) possesses a working knowledge of records principles and utilizes records management experience and expertise to develop, lead, execute and monitor R&C complex projects and initiatives.

As an experienced member of R&C, the Specialist Lead leads and participates in projects that directly support compliance-focused records processes and managing records-related risks to the Deloitte US firm. This role performs advanced data integrity processes, executes records management projects that have an impact at all levels in the organization, supervises project teams, and facilitates firm adherence to established records-related business processes and internal and external requirements. This position will lead transformative projects related to records management processes and cloud-based records system functionality to support the compliance-focused management of records at Deloitte.

Recruiting for this role ends on September 14th 2026.

Work you'll do

As a Specialist Lead with the R&C team, you will be responsible for:

Driving the execution of records management project initiatives, such as managing annual post-retention destruction projects and onsite projects, and delivering project results that are on schedule and within budget

Implementing advanced data integrity projects, including advanced research, data analysis, queries, and report generation

Communicating updates and overviews within R&C and to key stakeholders across the firm

Developing records system requirements based on knowledge of records retention policies and business needs and tracking and testing requirements from creation through resolution and deployment

Managing project team members to ensure high levels of accuracy, service quality, subject matter expertise, communication, and professionalism

Implementing innovative processes and procedures to increase efficiency, improve organization, and enhance services provided

Escalating issues, risks, and decisions to R&C leadership or other stakeholders as necessary and recommends mitigating actions

Fostering and managing key stakeholder relationships among the US businesses, Office of General Counsel, Risk, ITS and other relevant stakeholders to successfully execute records processes and initiatives; serves as an SME for area(s) of responsibility

Providing end user and customer support, including support to practitioners engaged in records management processes

Monitoring established business procedures and overseeing the privacy and security of official records

Developing and documenting project documentation and standard operating procedures related to assigned processes

Performing other job-related duties as assigned

Ability to work productively across all levels in a large organization, including virtual and global business teams and internal clients

A successful candidate would possess these skills:

Ability to manage and prioritize multiple projects and deadlines in a fast-paced and dynamic environment

Meticulous attention to detail and quality of work product

Ability to work independently and collaborate as part of a team; proactively troubleshoot and problem solve

Strong organization, consultative, time management, and communication (written and verbal) skills

Strong interpersonal skills and professional demeanor

Ability to stand for periods of time and lift at least 25 pounds

The Team

Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This role sits within Records & Contracts in the Finance & Administration organization. The team supports records and contracts management, compliance, reporting, and risk mitigation activities across the Deloitte US Firm.

Qualifications

Required

Bachelor's degree

3+ years of related records management experience, including understanding of information/record management principles, processes and policies, design, systems/applications, and functions

Advanced Microsoft Office skills and SharePoint skills

Advanced project management skills

Experience using database software, including searching, executing queries, and running reports - experience with writing SQL queries a plus

Available to travel approximately 30 percent, depending on projects

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

Certified Records Manager (CRM) and/or Project Management Professional (PMP) certification desirable

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 $72,900 to $134,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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.

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