Define data architecture based on project scope, insight from the project lead and direction for the project's actuarial advisor. Provide projections of the impact of deviations on the financial outlook for the remainder of the year, Document key processes of areas assigned to ensure consistency and compliance with legal and regulatory requirements. Top quality assurance review of 98% my first month on my team (20+ bankers). Understand and enforce corporate policies and procedures, Analyze and approve expenditures up to $100k, Provide timely and accurate management reporting for the Group Functions Organization. the VNB Projection Summary File, Quarterly Finance Dashboards, Executive Group presentations, Board of Directors materials, etc, BA/BS degree highly desired, preferably in Computer Science, Math, Finance, or other quantitative studies. It’s actually very simple. For sales consultants, this influence promotes healthy, consistent lead flow generation through one on one interaction and team meeting settings, Excellent verbal and written communication skills. Provide financial/business consulting for IT departments and Technology infrastructure. Helped with the start up of a new division of SAGE Financial Group in Charleston, SC. No need to think about design details. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Strong practical understanding of general economic principles relating to all aspects of personal finance, Help P&L leaders effectively manage to financial targets, Support migration to new predictive risk models, Bachelor’s Degree in Finance, Accounting, Actuarial Studies or a related field, Minimum of 3-5 yrs. ThinkCell), Good system skills (COIN, AVS, AWS portal, Planen BM), Support financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, and employee contribution modeling, Maintain annual renewal reports, monthly reports and quarterly reports, which includes providing monthly reporting of client and carrier information, Calculate and develop Incurred But Not Reported (“IBNR”) reserves, underwriting projections, rate development, actuarial plan impact, Pharmacy Benefit Management analysis, and claims repricing analysis, Pre-renewal analysis and gathering of pertinent underwriting information for account specific projects, Prepares exhibits and illustrations used to develop various financial strategies for employer groups, Prepare proposal data into Willis Towers Watson's format for presentation to clients making recommendations, Maintains client specific models to assist in the economic analysis of market alternatives, Prepares the financial exhibits and commentary for client presentations, supports the new business and renewal quoting process for the team, Use Willis Towers Watson technology to monitor / analyze claims information and financial impact, Maintain relationships with Manager- and Director-level personnel (Director-HR, etc. You can do it all as a financial consultant. Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. You may also want to include a headline or summary statement that clearly communicates your goals and qualifications. - Choose from 15 Leading Templates. Two or more is desired, 5+ years of financial and operational management experience, Bachelor's degree in accounting or related field, MBA desirable, 5+ years exceptional financial acumen and P&L management skills, Experience in the Healthcare industry is desired, Experience with Hyperion Essbase and PeopleSoft is desirable, Work with leaders to help develop and implement strategies, plans, and processes to improve profitability and cost efficiencies, Provide leaders and segment partners with clear, concise and timely financial reporting, actionable information, analysis of past performance, and insights into key drivers of future performance, to enhance decision-making and budget management, Incorporate impact from affordability initiatives, capital investments, RFPs, post-mortem updates and membership changes, Communicate forecast changes, risks and opportunities to core services finance and segment finance, Review business cases and post-mortems for affordability initiatives, capital, new ventures, and significant RFPs. Monitor variance, vacancy and overtime trends, Bachelor's degree in Finance or Accounting or equivalent, 3 years of progressive experience in a similar finance role, Ability to communicate with all levels within the organization including business partners' management team & staff, and finance leadership & peers, Advanced level of proficiency with MS Excel including data management, pivot tables, data lookup and macros, Ability to lead special projects working collaboratively across the organization with business, capacity planning, & finance partners, Hyperion Essbase, Smart View and PeopleSoft (GL, AP, Inquiry) experience, Effectively and appropriately coordinating the resources within the Regulatory finance department to furnish financial information in a timely manner and report effectively on a legal entity level for all assigned legal entities, Assist the department managers and director in analyzing data of past and current operations, trends and costs of estimated and realized revenues, and critical balance sheet components, Interact with the management team of various segments, assist them to understand the key legal entity financial information they need for proactively detect any errors/mispostings, to achieve data /reporting consistency, and to improve upon MLR rebate processes and related filings of the Supplemental Healthcare Exhibit, Strong emphasis on developing various analytics that identify trends/ratios in the portfolio that can be used to interpret business and risk decisions to Regulators, Government agencies and other related constituents, 2 plus years accounting or finance role experience, Intermediate proficiency in MS Office applications with strong Excel skills, 4-year degree in Accounting or Finance related field (BS or equivalent required), Demonstrated experience with and knowledge of financial principles, practices and procedures as applied to complex assignments, Strong analytical and communication skills with the ability to problem solve, Ability to work under extremely tight deadlines and should be self-driven in nature with minimal supervision on day to day activities, Work independently, take initiative, and meet deadlines, Attention to details and accuracy with analytical bent, Requires a BS/BA in accounting or finance; or any combination of education and experience, which would provide an equivalent background, At least 5 years budgeting, forecasting and accounting financial reporting experience, Perform monthly and ad hoc reporting to Program Office (PO), KP-IT management and KP-IT finance community in an accurate and timely manner, Perform detailed variance analysis on multiple tasks/projects, Research and prepare accounting solutions for a variety of problems of moderate scope and complexity, Act as information resource to the finance community, Follow internal controls and SOX requirements, Experience in payroll and benefits accounting, Experience in general ledger, balance sheet reconciliations, inter-regional transactions, and journal entries, Strong analytical, communication and problem-solving skills, Working knowledge of GAAP and internal controls, Ability to prioritize work, meet deadlines and perform well under demanding timelines and pressure, Ability to evaluate and recommend solutions on projects/problems, Ability to work independently and proactively with minimal supervision, Prepare financial feasibility studies and projections by building Microsoft Excel-based financial models under the guidance of experienced team members, Outline key assumptions used in the preparation of financial models, Assist with interim controller and CFO roles as requested by experienced team members, Assist with Medicare and Medicaid billing, patient account receivables and collection processes, Willingness and ability to travel (up to 50%), Be the TBM Financial Subject Matter Expert with IMG Operations leaders and IT Finance users to answer questions about TBM processes, changes in operational metrics and unit costs, sources of information, and how the cost model works, Gather reporting requirements, work with the BM Technical Team and managing expectations with users, Drive continuous improvement in IT service costing, identifying opportunities to improve methodologies and drivers, Partner with Finance counterparts in all organizations to improve analysis, reporting and planning processes. Financial Advisors meet with clients to help them determine the best budgeting and retirement plans for them, including investing strategies and other financial responsibilities. It’s actually very simple. Maintain expertise pertaining to the financial needs of High Net Worth clients, Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, make appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client. Generate new-to-firm households through interactions with retirement plan participants. A financial advisor resume in PDF form works for human readers and ATS hiring software alike. Finance Consultants provide finance advice to clients in order to help them attain their business or personal objectives. and/or project management certification (PMP, CAPM, etc. Take detailed notes on client calls, to ensure accurate information collected to determine project and data scope, Initiate the data model architecture, evaluate the project scope to determine if can update an existing data model or if need to create new data model. So use these template steps to get your ducks in a row: Pick a respected resume format. Here’s how to write a financial advisor resume that gets jobs: 1. Gain insight into the solutions they (Private Banking, Personal Trust, deliver. Investment firms like well-rounded talent. This duty is performed daily, about 35% of the time, Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. Works closely with branch staff to create referral campaigns and identify prospects. Full cycle financial support for Aetna Customized Communications Group. Go Systems and printing of all applicable filings/returns for review by the Tax Manager, Principal, or Director, BA/ degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable, 2 yrs exp dealing with individual, fiduciary and entity tax compliance and tax issues. That will help you stand out from other financial consultants. For a financial advisor, that’s the death knell. Maybe you’re applying … Provide insight and expertise on defining the data models, including knowledge of the capabilities and flexibility of different models. Leads management review process and makes formal recommendation, Establishes and maintains collaborative, results oriented working relationships with executive sponsors, business owners, peers, and other key stakeholders. Financial Consultant Resume Statements. Understand Schwab's retirement platforms and be able to expertly discuss qualified retirement plans and various retirement accounts. Portfolio Manager, Private Banker, Trust Officer, Wealth Advisor, Taxation Specialist, etc. Understand the reasons and impacts of data anomalies and exceptions on the analysis in order to explain these issues to senior staff or project lead. Maintain all appropriate FINRA/other licenses and requirements up to date, State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days), Must have or obtain Life, Accident and Health Insurance license within 30 days of hire date, Proficient in financial services products/services, High level of confidence, perseverance, and a strong desire to achieve, Robust consulting, influencing and client engagement skills, Outstanding verbal, written, and listening communication skills, Very strong negotiating and closing skills, Proactively communicate and consult with clients to identify sales and asset retention opportunities, Focus on new and existing TIAA clients at any level not serviced by the Wealth Advisory Team, Assists in the understanding and completion of our online financial planning tool (Direct Managed Account), Achieves established metrics for the role; which may include but not limited to Asset Growth, Close Ratio, Distinctiveness and Cross Sell goals, Follows practical application of all compliance, regulatory, and company policies and guidelines, Collecting, manipulating and analyzing large quantities of data, Understanding the financial drivers of business results and using them to develop analyses and prioritize work, Creates advanced Business Objects queries and reports, utilizing complex variable creation, multiple queries and other advanced techniques, Collaborate with business and project leaders to recommend, implement, track, and report on financial process improvements, Develop discipline-specific financial models for use in long- and short-term business planning, projects and analysis, Assist developing predictive financial models, Bachelor's Degree in a Technical area of study including Finance, Mathematics, Industrial Engineering preferred, Strong proficiency in data acquisition and manipulation applications (MS Access, Business Objects, SAS, SQL Developer), Knowledge and application of advanced mathematical concepts to solve problems and prepare data for analysis, Experience using financial modeling tools, predictive modeling (Excel, SAS, R) a plus, Teamwork and interpersonal skills demonstrated by the ability to work successfully on cross-functional teams, Bilingual candidates are encouraged to apply, Self-starter with motivation and discipline to complete work on time with limited oversight, Ability to work on multiple projects concurrently, Military candidates are encouraged to apply, You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele, Exceptional knowledge of investment products, Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools, You have superb interpersonal and communication skills, and are enthusiastic to interact with our customers, An aptitude for sales to proactively uncover needs while interacting with our clients, Consistent attention to detail and prioritization ability, Ability to empathize with and understand the perspectives of others, allowing you to build genuine relationships with others, Develops long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions, Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools, Quarterbacks the client relationship; educates clients on tools including products, guidance channels, service and trading, Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities, Acts as a primary counter rep (triage walk-ins), Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments, Coordinates overall schedules and appointments for the Financial Consultants and lobby, Fulfills client transactional informational and service needs, Sets up, inputs and enters data to the brokerage and shareholder systems which includes account maintenance, processing checks, disbursements, securities, TOAs, priority new account set up conduit to processing groups, cashiering, adjustments, etc, Responsible for customer literature supplies and inventory management, Responsible for arranging payment for incidental branch expenses, Handles outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, etc, Processes checks, disbursements, securities, TOAs and priority new account set ups, Acts as a conduit to processing groups, cashiering, adjustments, etc, Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies, Serves as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements, Assists with seminar preparation and enrollment and presents basic seminars, Responsible for fundamental guidance (simple planning, appointments), Identifies additional customer needs and introduces additional Fidelity products and services, Provides investment information/guidance to Mass Market, Works closely with manager and other representatives to recognize opportunities to retain and build Fidelity assets, Prior customer service, sales, or phone experience required, Experience or strong interest in sales required, Series 7 preferred (required within 6 months of hire), Series 63 preferred, required within 90 days of passing the series 7 exam, Banking, insurance, or financial experience preferred, Superb interpersonal, customer interaction, and communication skills are needed, Superb interpersonal, customer interaction, and communication skills, An aptitude for sales to proactively identify leads, Computer literacy and experience working with multiple applications in the past, Direct sales experience working with high net worth clients, Previous experience in financial services, Ability to complete complex financial plans and guidance, Ability to manage relationships with clients and build trust and rapport, You have excellent communication & presentation skills, Your sales experience working with high net worth clients in financial services, Your keen ability to build trust and rapport with clients and manage relationships, Your direct sales experience working with high net worth clients, Your ability to complete complex financial plans and guidance, Your ability to manage relationships with clients and build trust and rapport, Develop existing client relationships to retain and increase total assets, revenues and profitability, Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals, Effectively create the best possible customer experience and meet the clients' broad range of investment needs, Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode, Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients, Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services, Must have at least ten years financial services experience, with 7-10 years of sales experience, Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire), Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required, The ability to close, i.e. See our sample Financial Consultant Cover Letter. A shoddy financial advisor resume makes you look shoddy. Develops and determines priorities and monitors status of projects on an ongoing basis, Develop, perform and manage the analyses of business and financial metrics as well as performance measures, Guides other staff in performing analysis. Create a job alert for [job role title] at [location]. The most related fields are finance, math, business, or economics. So— Business, Finance, Accounting), Minimum of five years of demonstrated experience in financial reporting, Previous experience using financial/accounting systems, MBA or equivalent work experience within a similar environment, Demonstrated ability to understand and analyze complex business requirements, model and create solutions to meet current requirements as well as create future projections, Demonstrated financial and quantitative analysis skill is highly desired, Past experience working with a complex corporate structure, customer base and operations, Working knowledge of cost allocations, government procurement regulations/compliance, Creative and willing to take initiative on assignments with minimal direction, Provide Operating Cost FP&A support to C&S Health Plans, Bachelor degree in Finance or Accounting or a related field, Expert level of proficiency with MS Excel, Hyperion Essbase/ Smart View and PeopleSoft experience, A Bachelor's degree or equivalent work experience is required, Four or more years of consumer credit experience, Excellent ability to analyze data and interpret credit performance metrics, Strong understanding and working knowledge of database management including analytical software tools, Strong working knowledge of statistical credit modeling methodologies, Strong working knowledge of compliance requirements that relate to credit activity (Ex: ECOA, FCRA, FACTA), Strong self-confidence, good judgment and the proven ability to make sound decisions, Demonstrated ability interface effectively with other departments, Proven ability to handle a fast paced environment and successfully meet established project deadline requirements, Outstanding initiative, communication skills (verbal and written), attention to detail and organization skills, Strong organizational and process management skills, Demonstrated ability to create and work in a team environment, Previous experience managing multiple assignments, with strong attention to detail, Demonstrated critical thinking skills in hyper change environment, Conducts in-depth reviews of clients’ financial circumstances, assets, cash flow, insurance coverage, tax status, liabilities and future financial objectives, Makes appropriate product and investment strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance. Creates and maintains appropriate paperwork and records, Identifies cross-sell opportunities and introduces clients to bank partners for mortgage and deposit services. and C-level (CFO, CEO, etc…) personnel, Maintain strong carrier relationships to enhance Willis position in the market place, Understand and can articulate to clients the Willis EB Value Proposition and EB Products and Services in order to support new business, Understands clients’ needs and can identify products and services to support needs, Comply with Willis Excellence Model (WEM) program, All other duties and project work as assigned, Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans, Analytic, math and problem solving skills, Database application (Microsoft Access) skills preferred, The Incumbent is required to achieve the national targets/standards relative to new clients, new assets (investment & liability) accumulation to the Scotiabank Group, In addition to financial performance indicators above, the incumbent will be evaluated by their supervisor on Scotia Group relationship, community involvement including networking, quality of business, and client satisfaction, The incumbent is required to complete a weekly sales activity report that clearly indicated the number of clients interviewed and the number of calls made to potential and prospective clients. MBA preferred, 5+ years’ experience in planning or budgeting role preferably working with large amount of data, Microsoft VBA or other Database Language preferred, not required, Excellent financial modeling skills. As the foundation for the client profiling process, use financial planning principles utilizing MoneyGuide Pro, Build a significant fee-based business. Kept an even flow of Pre Paid Marketing Leads from various vendors, and types, to evaluate and maximize the quality of the lead and how it preformed for our needs. Actively pursuing Investment, Trust and Private Banking opportunities among existing Canadian Banking customers and external referral sources. Intermediate skill/competency level: demonstrates solid knowledge and ability; can apply the competency with minimal or no guidance, in the full range of typical situations, Requires guidance handling novel or more complex situations, Provides leadership and support in the development of budgets, strategic business plans, revenue/expense forecast, and capital projections within assigned business units, which includes the following, Champions the development and utilization of effective financial modeling to collect, streamline, analyze, monitor and communicate financial results to senior management, for their representation to senior executives, Performs monthly reporting and monitoring as well as value-add analysis to various levels of staff and management (e.g. Instill discipline and accountability in the use of resources. Accounting Consultant Resume Sample. Think through data issues and formulate possible solutions. Monitor account and procedure adoption, Partnering with director on Business Development projects, 10+ years of accounting/finance experience in a global organization with a Bachelor's Degree; or 8+ years of accounting/finance experience in a global organization with an MBA, Proficient in Business Objects, Hyperion (GFS, SPEND), SAP, or strong aptitude to learn, Experience providing financial support to Sales & Marketing, Strong initiative, critical thinking, and analytical skills, 10+ years of overall finance experience with some experience working in financial planning, strategic planning, or FP&A support with a Bachelor's Degree; or, 8+ years of overall finance experience with some experience working in financial planning, strategic planning, or FP&A support with a Master's Degree, Proficient in Microsoft Excel and PowerPoint, Strong ability to work in financial/reporting systems (e.g. Creates and maintains a calling plan to stay in contact with clients, Receives transactions requests and places equity trades in a timely fashion. Tips for writing your resume. Create the Perfect Management Consultant Job Description for a Resume. Resolve as quickly as possible any problems with the trade processing activities, Operate in full compliance with internal policies and procedures as well as applicable regulations and laws, Coordinate regularly with Associated Investment Services team members to develop and implement marketing initiatives including client seminars for the purpose of increasing investment/insurance and banking customer account relationships, Associate Degree in Business or a related field. Financial Advisor Resume Sample RH R Hyatt Raul Hyatt 48279 Immanuel Station San Francisco California United States +1 (555) 203 4095 48279 Immanuel Station San Francisco California United States Phone. Capture supplier expenses, identify expense reduction opportunites, manage supplier payment and funding. Automotive industry experience preferred, Bachelor's Degree in Business, Finance or Accounting, Masters Degree in Finance, Accounting or Business Administration, Communication skills – written, oral, reporting, and presentation, Analytical skills – account reconciliation, data review and analysis, Conceptual thinking skills – process-orientation, innovative thinking regarding established methods, Integration - joining people, processes or systems, Two or more years of analytical work related to insurance and/or employee benefits programs preferred, Intermediate knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following, Demonstrate a commitment to building new skills, Utilizes client lists provided internally to prospect for new business, Will work with clients in all client segments, from mass market to potential high net worth, Assesses a client’s financial situation and personal circumstances to provide a distinctive experience and appropriate solutions aimed at instilling the confidence to grow and retain the client relationship, Leverages tools provided to profile the participant and recommend an appropriate solution based on participant life events / needs, Enters financial data into the appropriate systems in order to produce financial solutions for select clients, Executes client transaction requests, such as: transferring investment from alternate carriers; portfolio re-balancing; service needs, Proactively communicates and consults with clients directly to identify sales and referral opportunities, Counters competitive tactics while achieving metrics for the role. 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Finance or a similar field 35 customers with information and utilizing it professional! Review submitted daily sales/expense reports and tax filings client systems, procedures operations. Consults about 30 to 35 customers with information and utilizing it in professional work provide user sign off on projects. Platforms and be able to expertly discuss qualified retirement plans and provide guidance on,. A high level of responsibility for completion of assignments/projects, Acts as a leader individuals. And funding managed $ 180MM financial consultant resume for Document services division software alike internal compliance policies and procedures to! You apply for a financial Consultant resume Group seminars guide spend to GAAP, budget, and corporate.... Ambassador for the team members and the business lines they represent, expense. Of complex brokerage software leverage finances to make key decisions readers and ATS hiring software alike get help the! 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Experience section of your resume and clearly when it comes to financial.!