Advisory Resume Samples

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OW
O Will
Omari
Will
332 Durward Lakes
Los Angeles
CA
+1 (555) 874 4899
332 Durward Lakes
Los Angeles
CA
Phone
p +1 (555) 874 4899
Experience Experience
Boston, MA
Advisory
Boston, MA
Sawayn and Sons
Boston, MA
Advisory
  • Working with team members you will create high quality reports, ready for review by a Manager or Senior Manager
  • Develop risk management solutions and maintain productive working relationships with client management, and a commitment to client satisfaction
  • Assist in the development of efficiency tools and technological advancements in product development and day-to-day workflow
  • Work in multidisciplinary teams, providing insights and recommendations on people, processes and systems and work with clients to deliver improvements
  • Improve operational performance by analyzing our clients’ information technology controls and processes or security and risk management programs
  • Develops a broad-based network of internal strategic partners (sales, account managers, analysts etc.) to maximize growth through cross-selling opportunities
  • Perform gap analysis, review and implementation of technology risk management framework (e.g. end-user computing)
Phoenix, AZ
Operations Advisory
Phoenix, AZ
Lesch, Thompson and Klocko
Phoenix, AZ
Operations Advisory
  • Data management in asset management
  • Leading EY practice and people development activities (e.g. recruitment, counselling)
  • Providing quality assurance and monitoring risks
  • Management of one or more client engagements, with responsibility for quality of delivery as well as engagement financials
  • Developing long-term trusted advisor relationships and managing key EY accounts
  • Assessment of controls and operational risk framework
  • Asset management systems and technology architecture
present
Houston, TX
Advisory Performance Improvement
Houston, TX
Blanda LLC
present
Houston, TX
Advisory Performance Improvement
present
  • Supply chain/service transformation (cost reduction; productivity improvement; supply chain risk; organisation design; planning transformation; service transformation)
  • Operations performance transformation (operations performance assessment and improvement; process transformation; operations operational modelling; operations cost reduction)
  • Deep knowledge of the health systems in Ireland (north and south) and the UK - structure and organisation of the healthcare sector (providers, funders, commissioners and policy makers), their key issues and challenges, and current reform programs in these jurisdictions is essential. Knowledge of other health systems would also be beneficial
  • Building strong relationships within the broader Ernst & Young health team and across the different service lines of Advisory, Assurance, tax and Transaction Advisory Services
  • At least 5 years with a blue chip consulting firm or blue-chip industry/government organization in in healthcare, clinical / health service / health provider (e.g. pharma, med tech, pharma) background
  • Business development - identifying opportunities for business development and developing a pursuit plan
  • You will contribute to people initiatives including recruiting, retaining and training Performance Improvement professionals
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Georgetown University
Bachelor’s Degree in Finance
Skills Skills
  • Detail oriented but able to quickly grasp the big picture
  • Detailed knowledge of vulnerability management, configuration management, software security, security tools and trends
  • Solid organizational skills especially ability to meet project deadlines with a focus on details
  • Possess in depth business acumen and demonstrate ability to quickly assimilate to new knowledge
  • Has basic or good knowledge of best practices and how own area of expertise integrates with others
  • Be professional, quickly establishing personal credibility and demonstrating expertise
  • Characteristics of a forward thinker and self motivator that thrives on new challenges and adapts quickly to learning new knowledge
  • Ability to manage a team of junior consulting professionals
  • Works quickly and is able to assist other team members where appropriate
  • Exposure to S/4 HANA Finance – GL Accounting, New Asset Accounting and CO – Cost Element Accounting & Profitability Analysis
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15 Advisory resume templates

1

Business Continuity Advisory Resume Examples & Samples

  • Perform Business Continuity engagements across industry sectors and the Business Continuity life cycle, including BIA, risk assessment, BCP development, BC/DR test and exercise delivery, IT DR design and so on
  • Successfully contribute to BC/DR and other advisory engagements to agreed schedule, budget and scope
  • Satisfy the relevant engagement management processes, e.g. progress reporting, deliverables production, QA, timesheets, expenses, seeking and offering feedback, record-keeping and so on
  • Work within defined EY and client governance processes
  • Ensures that quality standards are met as prescribed by the client and EY internal QA
  • Meet EY’s independence requirements
  • Follows engagement approach, method and tools adopted by the engagement team
  • Understands engagement scope and approach and own role and responsibilities within the engagement team
  • Analytical and reporting skills needed to assimilate information gathered, determine findings supported by evidence and distil these findings into valuable insights that underpin clearly communicated concise conclusions and associated recommendations
  • Constructive analysis, feedback and quality assurance review of peers’ deliverables, deciding whether ready for partner review prior to sending to the client
  • Identify opportunities to provide additional client value through further services, both in Business Continuity and in other areas where EY has a strong capability and make appropriate colleague introductions
  • Experience of service delivery and of managing Business and IT Continuity projects or engagements with personal accountability for meeting management’s requirements
  • Knowledge of management consulting methodology, tools and techniques (includes interviewing for information, issue-based consulting, report writing, project planning, scope management, cost management)
  • Proficiency and use of industry-standard Business Continuity methods, tools and techniques e.g. BCI Good Practice Guide, ISO 22301, BIA
  • Strong team working skills, ideally demonstrated across matrixed client, supplier and geographically dispersed virtual teams
  • Excellent written and verbal communication skills – must be able to communicate fluently in English both verbally and in writing
  • Understanding of IT processes and organization as embodied in ITIL together with experience of IT DR and resilience architecture is highly desirable
  • Auditing, risk management and information security experience is beneficial
  • As a senior consultant you are expected to act independently to deliver engagements where you are the sole delivery resource to schedule, budget and scope; also capable of working effectively as part of a larger engagement team and supporting the overall engagement manager in achievement of objectives
  • Coaches, mentors and supports less experienced staff
2

Ops Advisory, Wealth & Asset Management Resume Examples & Samples

  • Minimum 2:1 degree/equivalent
  • Experience of asset management applications and understanding of overall software development lifecycle
  • Data Architecture, Data Quality and Data Governance Process Review / Design
  • Business Case Design – Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis
  • Roadmap Design – Project / Programme Planning, Estimation, Prioritisation
  • LI-MANUAL-POST-JOB*
3

Advisory Opportunities Resume Examples & Samples

  • Identifying and escalating potential business opportunities for EY on existing engagements
  • Anticipating and identifying risks and raising issues with senior members of the team as appropriate
  • In line with our commitment to quality, you'll determine that work is of high quality and is reviewed by the next-level reviewer
  • As an influential member of the team, you'll help to create a positive learning culture and will coach and counsel junior team members and help them to develop
  • A background in industry, consultancy or another large professional services firm
  • Excellent problem-solving and communication skills
  • Intellectual rigour and strong academic credentials
  • Leadership ability
  • A proactive and flexible approach to your work
4

Advisory Opportunities Resume Examples & Samples

  • With guidance from partners and directors, you'll take a lead in identifying and pursuing potential business opportunities for EY
  • Drawing on your knowledge and experience to create innovative insights for clients, adapt methods and practices to fit the team and cultural needs, and contribute to thought leadership
  • Responsibility for ensuring the engagement delivers within its budget
  • Consistently driving projects to completion and to determine that work is of high quality
  • Responsibility for creating a positive learning culture and will coach and counsel many levels of team members and help them to develop
  • Business development in shaping and winning client proposals and generating sell on from existing engagements
  • Understanding of the financial running of a project and engagement
  • Demonstrated business development skills
5

Operations Advisory Resume Examples & Samples

  • Ambition to build / develop a career in advising insurance clients around operational improvement and revenue enhancement at EY
  • Strong track record in project delivery
  • Good understanding of the insurance value chain (including acquisition, distribution, customer management, underwriting, claims management, policy servicing and reinsurance)
  • Strong interest and commitment to developing and delivering leading edge solutions to insurance industry clients
  • Ability to develop impactful written presentations and participate effectively in meetings with senior clients
  • Potential to develop strong client relationships at all levels
  • Ability to work under limited supervision (self-starter) in unstructured environments
  • Understanding of front and back office functions and processes
  • Operational improvement / transformation experience – an understanding of how change can be enabled through operating model design, technology, process improvement, business requirements definition, applications and technology platforms
  • Revenue enhancement/distribution strategy experience, including market assessment, opportunity identification, channel dynamics, business planning
6

Operations Advisory Resume Examples & Samples

  • Front to back business process transformation
  • Operating Model design and implementation
  • Analysis and implementation of changes driven by global regulatory reform
  • Management of one or more client engagements, with responsibility for quality of delivery as well as engagement financials
  • Developing long term trusted advisor relationships with our clients
  • Taking leading role in development of EY solutions and supporting tools and methods
  • Building and leading high performing teams
  • Demonstrating in depth knowledge and experience in one or more market areas and technical skills
  • Identifying and leading pursuit of opportunities for new business
  • Leading EY practice and people development activities (e.g. recruitment, counselling)
  • Liaising with EY service line teams, account teams and functional specialists
  • Successful track record in the capital markets industry, gained through senior roles in a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier bank or financial markets infrastructure firm
  • In depth knowledge of current market trends in Capital Markets
  • Broad knowledge of the spectrum of capital markets product areas (including OTC and exchange traded derivatives, equity and fixed income securities, commodities and FX) and in depth expertise in at least one area
  • Excellent understanding of end to end process flows for the various capital markets participants (broker/dealers, asset managers, prime brokers, custodians, market infrastructure)
  • Extensive experience of key investment bank functional areas, including client onboarding, settlements, trade services, prime brokerage, trade / transaction reporting, clearing, collateral management, cash management, operational risk and controls, operational metrics
  • UK market knowledge
  • Ambition to build / develop a career in advising Capital Markets clients
  • Proven ability to identify, develop, take to market and deliver leading edge solutions
  • Commercially focussed – demonstrates ability to develop and maintain strong client relationships / network and sell solutions
  • Ability to successfully deliver multiple engagements, exceed client expectations, manage commercial aspects (e.g. contracts, billing and budgets), and manage quality and risk
  • Ability to manage multiple senior stakeholder communities with varying levels, experiences and agendas
  • Maximize team performance - accountability for ensuring a collaborative and committed way for teams to work effectively together, providing coaching and leadership, and sharing knowledge
  • Ability to develop impactful written presentations and confidently run meetings with senior clients
  • Excellent graduate level education
  • Regulatory and Risk Transformation – EMIR, MiFID I and II, Dodd Frank, CSDR, T2S
  • Process Improvement - Business Process Re-engineering (BPR), Business Process Management (BPM), Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling
  • Operating Model Design - Target Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring
  • Front to back controls – operational risk frameworks, governance models, control standards, control processes, metrics
  • Legal entity restructuring –coordination of the above areas plus legal, capital, tax, risk and regulatory input, migration planning and implementation
7

Operations Advisory Resume Examples & Samples

  • Managing a portfolio of clients and assignments and/or leading major assignments
  • Managing the development and delivery of high quality proposals
  • Acting as a career counsellor to a small team and being involved in the recruitment process as required
  • Successful track record in asset management or asset servicing gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy or a top tier Asset manager
  • Appreciation of current market trends in asset management, asset servicing and funds
  • Good experience of one or more of the following: OTC / ETD derivatives processes, front office processes, investment operations, fund accounting, outsourcing
  • Ambition to build / develop a career in advising asset management clients
  • Strong interest and commitment to developing and delivering leading edge solutions to asset management industry clients
  • Shows potential to develop strong client relationships
  • Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines
  • Ability to work under limited supervision ("self starter") in unstructured environments
  • Understanding of asset management functions and processes in Operations and inter-relationships with Front Office, Service Providers
  • Experience of one or more asset management applications and understanding of overall software development lifecycle would be advantageous
  • Operations change management / transformation experience, including an understanding of IT, spanning some / all of the following areas
  • Operating Model Design - Target Operating Model, Business Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring, Insourcing / Outsourcing
  • Process Improvement - Business Process Re-engineering (BPR), Business Process Transformation, Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Mapping, Process Flow Definition & Design,
  • Business Requirements Definition - Functional Requirements Definition, Use Case Definition, System / Package Requirements Definition, Business Analysis, Vendor Selection
  • Business Case Design - Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis
  • Roadmap Design - Project / Programme Planning, Estimation, Prioritisation
8

Operations Advisory Resume Examples & Samples

  • Demonstrable sector experience
  • Consulting or change management experience
  • Speciality knowledge in one of the following areas
  • Product/ proposition development or customer engagement and analytics
  • Regulatory agenda and organisational implications
  • Platform development, launch and integration
  • System implementation, migration improvement or decommissioning
  • Operating Model design and planning activity
  • Cost reduction initiatives
  • Operational Improvement
  • Business process optimisation
9

Advisory Opportunities Resume Examples & Samples

  • Creating innovative commercial insights for clients, adapting methods and practices to fit operational teams and cultural needs, and contribute to thought leadership
  • Actively contributing to improving operational efficiency on projects and internal initiatives
  • Consistently driving projects to completion and determine that work is of high quality
  • Leading teams or parts of teams on engagements, depending on the size of engagement, under the responsibility of higher levels
  • Anticipating and identifying risks and escalating issues as appropriate
  • Strong Leadership skills
10

Operations Advisory Resume Examples & Samples

  • Understanding of wealth management functions and processes in Operations and inter-relationships with Front Office, Product Management, Risk and Finance
  • Experience of one or more wealth management applications and understanding of overall product or service development lifecycle would be advantageous
  • Customer and/or Operations change management / transformation experience, spanning some / all of the following areas
  • Market Propositions - Business Model Optimisation, Growth and Diversification Strategies, Competitor Positioning, Market Entry and Optimisation, Cross Bordering, Distribution Channels
  • Customer, Product or Service Strategy – Segmentation, Distribution Strategies, Portfolio Management, Relationship Management Models, Product Management, Brand Management, Client Acquisition and On-boarding
  • Process Improvement - Business Process Re-engineering (BPR), Business Process Transformation, Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Mapping, Process Flow Definition & Design, Business Case Design – Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis, Roadmap Design – Project / Programme Planning, Estimation, Prioritisation
  • Successful track record in Wealth Management gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier Wealth Manager, and/or a relevant infrastructure firm (e.g. wealth management banking platforms, wrap / trading platforms)
  • Good (in depth at Manager level) understanding of one or more wealth management product or service areas (including customer segments / strategy, advisory capabilities, distribution channels, portfolio management, relationship management, product and service design)
  • Appreciation of major industry issues and current market trends in mass affluent and/or wealth management markets
  • Good understanding of wealth market segmentation, end to end sales, service and/or performance management processes
  • Track record of successful delivery on projects for wealth management clients (for Manager level, in project management or team leadership roles)
  • Whilst a European / global perspective is important, experience of the UK market in particular is also necessary
  • Ambition to build / develop a career in advising wealth management clients around Customer and Operations improvements at EY
  • Market network / knowledge (Manager level only)
11

Operations Advisory Resume Examples & Samples

  • Front to back assessments
  • Operating Model Assessments
  • Assessment of controls and operational risk framework
  • Process Transformation
  • Impact Assessments of EU/ US Regulation
  • Business process strategy and redesign
  • Developing long-term trusted advisor relationships with our clients
  • Successful track record in the capital markets industry gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy or within an internal consulting function of a top tier bank or a top tier Asset manager
  • Appreciation of current market trends in Capital Markets
  • Strong interest and commitment to developing and delivering leading edge solutions to industry clients
  • Product range- Equities, Commodities, FX, Rates and Credit, Capital Markets, Structured Products
  • Transaction Services -Client Onboarding, Settlement, Cash Management, Trade Services, Prime Brokerage
  • Competencies - Operating Model Design, Cost Reduction, Post Merger Integration, Front to Back Optimisation, Legal Entity Rationalisation
  • Risk and Regulatory - KYC, MiFID, Basel, FATCA, EMIR, Collateral Optimisation, Recovery and Resolution planning, Dodd Frank, EMIR, OTC Derivatives Clearing, Client Money and Client Assets assessment
  • Knowledge of major capital market participants including investment banking, market infrastructure, custodians, hedge funds, exchanges, market infrastructure etc
12

Director, Wealth Advisory, Mexico Resume Examples & Samples

  • Lead the Wealth Advisory Mexico initiative in developing new and innovative strategies to grow the Wealth segment in Mexico and proactively identifying opportunities to generate new asset and revenue in both active and passive products
  • Identify opportunities to grow the addressable market, liaise with regulators and industry groups and have the ability to represent BlackRock and the Mexican wealth business in public and the media
  • Lead an existing sales team and support staff in building the Wealth Advisory segment in Mexico and partner with sales teams across the region to leverage resources and strategy
  • Evolve and develop the short, medium and long term Wealth Advisory distribution and product strategy in Mexico
  • Understand the financial services industry and ensure that the Wealth Advisory service to clients is both effective and competitive
  • Bring global and regional connectivity to life, and ensure that the team is aware of global Wealth Advisory developments and trends with respect to open architecture, etc
  • Share best practices across the region and embrace team working to contribute to the LAI team and BlackRock LAI business targets
  • Partner with colleagues across other functions, client businesses, investments, operations and corporate to leverage the firm
  • Ensure robust platform for Wealth Advisory, iShares and Retail related operations and processes
  • Drive execution - quickly remove roadblocks; translates strategy into specific goals, tactics, action plans, and deliverables and effectively delegates to drive this execution
  • High degree of cultural sensitivity
  • Command of Spanish and English (written and spoken) is a prerequisite
  • Strong influencing skills based on industry knowledge, experience and credibility
  • Outstanding innovative negotiation skills necessary to build strategic partnerships
  • Track record of sales and cross-selling, as well as leadership and management
  • Able to analyze client servicing needs and work with BLK teams to provide resolution
  • Drive execution and sales excellence
  • Translates strategy into specific goals, tactics, action plans, and deliverables and effectively delegates to drive this execution
  • Lead and develop Wealth business in Mexico through building and growing client relationships and partnering with teams across BlackRock
13

Wholesale Lending Operations Advisory Lead Resume Examples & Samples

  • Manage the Compliance risk assessment process to identify key regulatory risk associated with WLO and the services it provides
  • Develop Compliance training curriculum, a training plan and a Compliance testing plan to reduce regulatory risk associated with WLO ‘s activities
  • Develop Compliance reporting, including metrics, for WLO
  • Work with WLO and other control functions to identify compliance issues; provide support to WLO to resolve those issues
  • Participate in business management meetings and key control forums
  • Lead the resolution of thematic regulatory/compliance issues with the Compliance professionals from other LOBs serviced by WLO
  • Build strong influential partnerships across the firm
  • Manage team of 2 Compliance advisors and actively manage employee performance and career development
  • Drive continuous improvements in team effectiveness
  • MBA or professional certification preferred
  • Minimum 10-15 years experience in Compliance, Risk Management and/or operations management
  • Excellent decision making and judgment skills required
  • Strong project management, presentation and writing skills
  • Familiarity with the following would be helpful
  • Bank Lending Regulations
  • Commercial Banking
14

Advisory Resume Examples & Samples

  • Legal Entity Control - Local and US regulatory reporting and accounting supervision and advisory services. Advisory to local business managers on relevant local regulations, ratios and permissible activities within the location
  • Management Information Services - providing timely, accurate control reporting on revenues, expenses and other control indicators to management on a regular basis
  • Business Control - Dedicated resources to support the various trading and investing businesses in terms of profitability reporting and facilitating new products and business opportunities
15

EES Advisory Resume Examples & Samples

  • Analyzing business requirements and developing EES policies using XACML language, based on thebusiness requirements
  • Helping application teams install and deploy the EES client API (Java, C# and Perl versions are available)
  • Making enhancements to the EES client APIs as required to meet business or audit requirements
  • Configuring default provisioning workflows in Request Management Tool (RMT),
  • Coordinating custom workflows with RMT team, identifying enhancements to the EES product
  • Providing generaltechnical support for the product
  • Provide comprehensive consultation to business units and IT management and staff at the highest technical level
  • Additionally, you will research and evaluate alternative solutions and make recommendations on improving the product to meet businessand information risk requirements
  • Evaluate service level issues and suggested enhancements to diagnose and address underlying system problems and inefficiencies
  • Participate in full development lifecycle activities for the product (coding, testing, release activities)
  • Qualifications
  • College degree in related technical or business area, specialized training and/or equivalent work experience
  • Typically requires up to five years of programming / application development work experience
  • Technical Skills
  • Customer Support and Service Delivery Model - Proficient
  • Application Development (Java or C#) - Proficient
  • Business Analysis - Proficient
  • Business Applications Knowledge - Basic
  • Business Continuity Testing Knowledge - Basic
  • Database Development - Proficient
  • IT Risk Management- Basic
  • Operations Systems and Data Sources Knowledge - Basic
  • Technical Problem Resolution - Basic
16

West Region Advisory Resume Examples & Samples

  • Bachelor’s degree and at least 1 year of relevant work experience at a top-tier investment bank (or related field)
  • Top class ranking at previous employer
  • Excellent quantitative and analytical ability
  • Outstanding verbal and written communication skills
  • A proven ability to think commercially about the needs of the client
  • Strong team orientation, and a proven ability to work effectively with multiple different teams to solve problems
17

Advisory Group Resume Examples & Samples

  • Drive, enthusiasm, creativity and excellent interpersonal skills
  • Personal integrity, initiative and leadership qualities
  • Robust financial and analytical skill set
  • Strong quantitative and technical abilities
  • Strong multi-tasking and time management skills
  • Native/business level fluency in written and spoken Japanese and English
18

Imd, Pwm, Portfolio Advisory Group, VP Resume Examples & Samples

  • Attain direct visibility in PWM as a strategy/platform implementation expert and as a spokesperson for ISG
  • Engage consistently with IP teams in regions of responsibility and assist them in client/prospect meetings
  • Deliver thoughtful investment implementation solutions to client specific needs within an ISG framework
  • Address specific IP questions regarding product positioning, performance and attribution, directly or using product teams as necessary
  • Assist IPs in discussing ISG positioning and GSAM/GMS product positioning (including equities, fixed income, and alternative investments) with clients and prospects
  • Recommend to IPs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
  • Prepare competitive analyses on various products using external tools and in-house portfolio analysis spreadsheets
  • 4-6 years of investment-related work experience
  • Familiarity with investment management product offerings
  • CFA charter desirable
19

IMD, PWM, Srategic Wealth Advisory Team, VP Resume Examples & Samples

  • Working with private clients and their advisors on estate planning and family wealth transfer matters
  • Assist on various estate and income tax questions for Investment Professionals on behalf of their clients
  • Providing clients with integrated solutions by working closely with other groups in Goldman Sachs, including: Investment Professionals, Investment Strategy Group, Market Solution Group
  • Involvement in departmental projects and initiatives that have a potential tax impact
  • Presentation of internal educational seminars to Private Wealth Management teams
  • Representing Goldman Sachs at external client conferences and industry events
  • A strong background in assisting high net worth clients from an income, trust and estate and tax planning perspective
  • Deep technical expertise of tax issues across key Asian jurisdictions (China, Hong Kong, Indonesia and Singapore) including experience in cross border planning for high net worth families
  • Experience in interfacing with Trustees, Accountants, and other advisors and professional bodies in respect to private clients wealth planning
  • Excellent interpersonal skills and a desire to work in a team oriented environment
  • Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
  • Extensive experience of presenting to internal and external audiences
  • Willingness and desire to travel given regional remit of the role
  • Fluency in English, Cantonese and Mandarin
  • A solid understanding of US wealth planning would be advantageous
20

Anti-money Laundering ISG Advisory Resume Examples & Samples

  • The ideal candidate will have 3+ years professional experience in an Anti-Money Laundering group at a large financial institution
  • UK or similar AML/KYC experience
  • Strong leadership and execution ability
  • Great attention to detail and organisational skills
  • Must be able to work well under pressure and to tight deadlines
  • Project work experience
21

Gwm-advisory Product Development Resume Examples & Samples

  • Manage a team of product development professionals
  • Analyze current Advisory product offering across GWM and partner with other key stakeholders to develop and define the business strategy
  • Partner with Legal & Compliance to ensure adherence to regulations & policies
  • Manage the product pipeline and development efforts for the US distributed Advisory offerings
  • Lead new product offering approval process / discussions at new product approval committee meetings in front of senior leadership
  • Oversee initiatives to ensure results are always delivered on schedule, in scope and on budget
  • 10 - 15+ years of financial services experience in Asset Management, Wealth Management, Private Banking and/or Broker Dealer
  • Strong background in Product Development and Product Management
  • Deep subject matter expertise in Investment Products (MFs, SMAs, ETFs)
  • Industry involvement staying abreast of industry trends and issues
  • Highly collaborative – history of delivering results with and through organizational partnership
  • Demonstrated success in building and managing successful teams
22

IMD, PWM, Portfolio Advisory Group, Analyst Resume Examples & Samples

  • Attain direct visibility in PWM as a strategy/platform implementation expert
  • Engage consistently with PWA teams in regions of responsibility
  • Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
  • 1-3 years of investment-related work experience
  • Good interpersonal skills and ability to work effectively with others
  • Basic understanding of, and strong interest in, the financial markets
  • Demonstrable quantitative and qualitative analysis skills
  • Demonstrable communication skills, both spoken and written
  • Progress towards CFA charter desirable
23

Advisory Performance Improvement Resume Examples & Samples

  • Approximately 6 years of experience in complex program management, serving as the program lead on complex transformation engagements enabled by IT
  • Multiple engagements in which individual revenue managed was above 10 million dollars
  • Experience evaluating current business operating models, designing and executing initiatives with business benefits to streamline the process and improve the effectiveness of the organization and its operating model
  • Strong process improvement and technical background with a proven track record of tailoring program components to meet the needs of both business and IT stakeholders
  • History of driving revenue within existing clients and in developing new prospects at the "C" level of Fortune 500 companies
  • Excellent oral and written communication skills
24

Treasury Advisory Head, Americas Resume Examples & Samples

  • Evaluate key clients’ objectives, financial information, and treasury practices to recommended best in class approaches for global liquidity, risk, short term funding and working capital management
  • Support revenue origination by advising relationship management and sales teams on structuring client solutions
  • Support strategic business development efforts by providing recommendations on untapped market needs, product capability gaps, and revenue opportunities
  • Demonstrated depth of experience and tangible accomplishments at a major multinational in corporate treasury, dealing with global liquidity, funding, risk, and working capital management with international/global scope of responsibility
  • Strong preference for candidates with experience spanning treasury operations and corporate finance, and experience dealing with treasury management in emerging markets
  • Prior experience in consulting, relationship management/sales, or product/business management a plus
  • MBA or equivalent finance / professional qualification (e.g., MS/Finance, CPA, CFP, ACT etc). Candidates who do not meet these criteria will be considered for the role provided they have the necessary skills and experience
  • Excellent technical skills in finance and accounting requisite with a senior role in corporate treasury
  • Excellent communication skills a must, both written and presentational
  • Ability to excel in a large, global matrix business organization, influencing stakeholders to achieve cohesion and business results
  • Demonstrate appreciation of a diverse workforce; appreciate differences in style or perspective and use differences to add value to decisions or actions and organizational success
25

Director, Business Advisory & Analytics Resume Examples & Samples

  • Build strong relationships with divisional staff and learn intricacies of company’s business and operations. Partner with divisional colleagues to identify ways to improve business processes and mitigate risk
  • Gather and synthesize data about strategic issues facing Viacom and the media industry, particularly, including digital media and technology
  • Collaborate with Internal Audit management to develop audit approaches that focus on improving operations, promoting best business practices and preventing fraud
  • Deploy data analytics tools as appropriate to support auditing and advisory processes
  • Develop and implement strategies for risk identification. Devise metrics to quantify risk materiality and build innovative systems/analytics for monitoring risk
  • Develop and implement a plan to leverage intra-company institutional knowledge and best practices
  • Partner with IA & SBP staff to contribute strategic findings and advice to final form of audit, special project and administrative reports and memos
  • Develop strong professional relationships with divisional stakeholders
  • Identify and network with other “world class” and industry audit, advisory and risk mitigation organizations
  • Bachelors Degree, MBA preferred
  • 7 years at a top-tier management consulting, investment banking, venture capital or private equity firm or equivalent industry role
  • Experience building and managing project oriented teams
  • Experience and personal interest in media and technology
  • Strong analytical and problem solving skills; knowledge of accounting and corporate finance
  • Significant expertise with financial modeling and business analysis that can be applied immediately
  • Significant experience with data analytics and modeling tools
  • Excellent research skills and ability to organize, synthesize and present information
  • Ability to communicate clearly and present to senior executives
  • Ability to work efficiently on multiple projects at once
  • Strong interpersonal skills with the proven ability to persuade others, build consensus and work in a team (e.g., management proficiency above, below, and laterally)
  • Ability to influence and be viewed as a strategic partner by business unit management
  • Excellent communication skills – oral and written
  • Excellent presentation skills with ability, confidence and finesse to present to the highest level of management and Board of Directors as needed
26

Advisory Resume Examples & Samples

  • Minimum 5 years experience in similar compliance role or other relevant product, regulatory or risk management experience gained within a financial institution or regulator in Korea
  • Strong analytical, problem-solving and organizational skills, as well as the ability to manage several simultaneous projects
  • Excellent oral and written communication skills in Korean and English
27

Icg-head of Treasury Advisory Group Resume Examples & Samples

  • Perform client’s financial statement analysis and develop customized client presentations
  • Provide feedback to Product development on competitive positioning, pricing, and gaps in our offering
  • Participate in Industry and Customer round-tables
  • Present in key conferences and through webinars to increase Citi franchise value
  • Review usage of current solutions, identify root cause for low penetration, dimension opportunities to re-launch these in selected markets / customers with a specific aim to ramp-up usage and revenues
  • 10+ years experience in Corporate Treasury with large multi-nationals, ideally as a Treasurer, Assistant Treasurer or Regional Treasurer. Should have experience in corporate finance and treasury operations
  • In depth understanding of the regulatory and legal framework pertinent to Treasury Management across Asia Pacific
  • Proven track record in cross cultural and matrix business settings
28

Specialist PB Front Advisory Securities With Italian Resume Examples & Samples

  • Resolving client relevant queries sent by PB Front Offices related to securities and banking operationsmatters in Italian (plus English or German if possible)
  • Actively manage queries and take over full problem ownership
  • Assurance of proactive communication to Client Relationship Managers and Assistants on solution options in client ready language
  • Liaise with backoffice, front office, and other functions (e.g., legal) in order to ensure high quality, no risk query resolution
  • Document resolutions to ensure audit track
  • Integrate and share knowhow across global teams
  • Give input to process improvements, actively pursue improvement potential, striving for business excellence
  • Banking / finance background, preferably at bachelor/master degree level
  • Experience in the area of securities and banking operations
  • Working knowledge of MS Office tools and Host
  • Highly client oriented, highly service and quality oriented mindset
  • Structured approach to effectively and efficiently planning own workload (prioritizationof tasks, planning, tracking, measuring quality of own work delivered)
  • Excellent problem solving skills and result/delivery focused
  • Strong communication skills with the ability to express functional terms and details both verbally and in writing in clear, concise and understandable Italian (plus English or German if possible), particularly for non-functional experts
  • Building relation with peers, managers and business contacts
  • Highly motivated individual, positive approach to change, willing to develop oneself and the team
  • Ability to adapt quickly and to work individually, in a team and across teams
  • Ability to prioritize and work concurrently on multiple queries to meet conflicting deadlines in a fast-paced, high quality, no-risk-tolerance work environment
29

Sanctions Advisory Director Resume Examples & Samples

  • The role holder will be acknowledged as a Sanctions subject matter expert and will support the Global Head of Sanctions in
  • Leadership and management of the central sanctions advisory team
  • Understanding and managing Sanctions Risk
  • Driving the Sanctions strategy of the firm
  • Practical interpretation of Sanctions, AML and Export Control legislation and regulation ensuring Barclays meets its legal and regulatory responsibilities
  • Supporting the sanctions business advisory teams, head’s of sanctions and MLROs globally on sanctions risk
  • A point of escalation for all heads of sanctions regarding sanctions advice
  • Management of the Sanctions Policy and training and oversight of implementation
  • Review of dispensations, waivers, breaches, exceptions and risk assessments against the Sanctions Policy
  • Providing Sanctions expertise on ad hoc projects
  • Providing advice and guidance to relevant stakeholders on the application of the Sanctions Policy
30

Senior Manager, Stress Test Advisory & Policy Resume Examples & Samples

  • Stress testing positions are, due to significant Capital Markets and Treasury aspects, highly technical and specialized in nature. The thorough understanding of a wide variety of capital markets products and concepts required of this position differentiate it from other high level Finance positions
  • Regulatory changes both domestically and world-wide create a high degree of reporting complexity with ever evolving standards and best practices
  • Minimum of 6 - 10 years of relevant experience in regulatory capital policy with emphasis on stress testing regulations
  • Experience within finance/risk regulatory policy development and implementation preferably with a CCAR/stress testing and capital management background, within a bank, professional firm, regulator or industry bodies
  • Knowledge of US banking regulation, as well as UK/EU banking regulations
  • Bachelor’s degree in accounting (advanced degree such as MBA/MS or other accounting qualification preferred) or equivalent experience
  • Strong financial services experience and knowledge of financial products
  • Knowledge and experience in quantitative risk management disciplines is advantageous
  • Strong project management skills, particularly with project and cross functional teams. Demonstrated ability to establish strategic technical direction, translates concepts into actionable implementation plans, and identifies technologies that improve productivity
  • Strong communications, analytical, writing and presentation skills. Ability to manage multiple tasks and work within time constraints and limited resources
  • EEO/AA/Minorities/Women/Disability/Veterans
31

Advisory Internship Resume Examples & Samples

  • Financial analysis
  • Computer modeling
  • Research
  • Assistance in the execution of transactions and drafting of memoranda for internal and external use
  • A demonstrated ability to write effectively
  • A desire to work in a team environment, often under pressure
  • A basic knowledge of accounting and finance is desirable
32

Emeia FSO Advisory Executive Resume Examples & Samples

  • Participate in FS Risk engagements, with specific focus on Treasury Advisory and Treasury Technology projects
  • Develop and maintain productive working relationships with clients
  • Contribute to marketing initiatives for FS Risk with focus on Treasury Advisory and Treasury Technology
  • Contribute to people initiatives including recruiting and retaining FS Risk professionals
  • Maintain an educational program to continually develop both technical and personal skills
  • Understand and follow workplace policies and procedures and in particular team operational and internal risk management requirements
  • Strong academic background including a Bachelor's degree
  • Substantial experience working in a Treasury environment (i.e. corporate, financial institution, or a Treasury or risk systems software vendor or a professional service firm) in any front, middle or back office role, or an advisory/assurance role
  • Good technical knowledge in at least one of the above areas (i.e. front, middle, or back office), good understanding of the rest and overall operations of a treasury function
  • Experience in the use of Treasury Management Systems, Banking and Payment Systems
  • Willingness to embark on a professional qualification
  • Experience of data analysis and presentation, (e.g. Excel, PowerPoint)
  • Candidates should be able to demonstrate client facing skills or the potential to fulfil build these
33

Emeia FSO Advisory Executive Resume Examples & Samples

  • Participate in FS Risk engagements
  • Research the latest UK and international regulatory developments and our clients' response
  • Able to work effectively in teams
  • Strong academic background including a Bachelor's degree in Finance, Economics, Accounting, Engineering or a related field
  • An Accounting, risk management or similar professional qualification may be an advantage
  • Knowledge of prudential regulation, along with the skills and experience to work with clients on practical solutions, and a willingness to learn and take our offerings forward is essential
  • Experience in or exposure to the following is desirable
  • Working at the regulator on prudential matters
  • Regulatory reporting within a regulated institution
  • Stress testing
  • Capital planning
  • RRP
  • Credit risk management
  • Market risk management
  • Asset and liability management
  • Banking or asset management industry and products
  • "Self starter" with proactive approach
  • Previous consulting experience would be ideal, but is not essential
34

Analyst for Capital Advisory Resume Examples & Samples

  • Ensure business understand their financial resource utilization by providing RWA and LRD guidance
  • Provide support to business functions on proposed transactions and on their impact on capital and related measures
  • Analysis of the capital consumption for business (sub-)portfolios, provide ideas and suggestions to optimize for capital efficiency
  • Analyze the impact of new regulations and discuss potential mitigating measures with business functions
  • Involvement in Group and also Business projects as required
  • The above tasks will need to be closely coordinated with the business functions, divisional CFO teams and other specialist functions within Group Treasury
  • LI-N
35

Americas Advisory EYU Leader Resume Examples & Samples

  • Oversee the design and implementation of the EYU strategy for the Americas practice, ensuring alignment to the global strategy and priorities
  • Serve as strategic partner to the business in identifying and meeting development needs; challenge thinking on the needed solutions, going beyond formal learning to leverage the full EYU model
  • Oversee the execution of a centrally run learning deployment model in the US for thousands of learners every year, and assist geographies outside the US in the design and execution of their deployment of the Advisory curriculum
  • Ensure practitioners have access to a balanced curriculum, i.e. personal excellence/leadership in addition to technical
  • Oversee special and one-time programs, e.g. career coaching programs, large-scale learning events
  • Oversee the deployment of the global competency model in the Americas
  • Oversee the creation of enablers (e.g. learning maps) and drive EYU communications across the practice
  • Partner with other Talent functions and Learning teams to ensure sharing of best practices and teaming throughout the firm
  • Oversees vendor use in the design and delivery of solutions
  • Leads and mentors a talented team of learning professionals
  • Builds consensus among stakeholders; create broad and deep networks
  • Accustomed to work in consulting or other high demand environments - approximately 12+ years of experience, either within EY or other related organizations (preferably in one of the top management consultancies)
  • Strong background in learning and development
  • Experience in strategic planning
  • Proven track record leading teams and executing against priorities on time and on budget
  • Understanding of the technical learning and experiences required to keep professionals current in their technical knowledge and be successful in the marketplace
  • Excellent interpersonal, strong communication and influencing skills at all levels. Strong internal and external networks with ability to leverage on these
  • Ability to work in a multicultural and diverse environment and flex style as appropriate (sensitivity to cultural differences)
  • Strong team player while working in a completely virtual team
  • Driving for results and continuous improvement and innovation – proven to bring latest concepts of science to learning programs
  • Well-organized professional with the ability to prioritize multiple issues and work effectively across Senior business stakeholders
  • A minimum of 12 years related experience
36

Chief Accountant s Department Accounting Policy & Advisory Resume Examples & Samples

  • ­Leading a team of specialists to provide accounting advice to senior management in the U.S. Retail and Insurance businesses on complex transactions, considering such items as the impact on the Bank’s Key Performance Indicators, capital, etc. This also entails working with senior management in Credit Risk, Treasury and Balance sheet management, Taxation and other relevant groups and requires the use of significant professional judgment in determining an accounting recommendation
  • Presenting complex accounting topics to stakeholders, recognizing and anticipating potential opportunities and managing changes as the business, regulatory environment, or accounting standards change
  • Effectively communicating with the Bank’s external auditors to ensure they are aware of key developments and concur with key accounting decisions related to U.S. Retail and Insurance
  • Proactively assisting accounting and industry developments in Canada, U.S. and internationally and representing the Bank in the standard setting process, where appropriate. This includes providing support in matters relating to the Canadian Banker’s Association, as well as external regulators
  • Leading and developing the Department’s subject matter expertise in areas such as loan loss accounting, de-recognition, financial instruments, consolidation and insurance under IFRS
  • Leading the implementation of certain accounting standards, by driving consensus among various executives across the Bank, e.g., Business Units, Risk Management, Capital, Tax, Investor Relations, Internal Audit, etc., to successfully complete the adoption in a timely manner
  • Working closely with the IFRS project team to implement other new IFRS standards impacting the U.S. Retail and Insurance businesses
  • Reviewing quarterly financial statements and the annual report and providing support for the quarterly reporting package to the Audit Committee
  • Managing the Chief’s Accountant’s Department Accounting policy and advisory Business Continuity Management (BCM) plan
  • Developing, building and managing a team of finance professionals, including the recruitment of qualified/skilled resources, ongoing development and coaching
37

Advisory Quality, Operations Manager Resume Examples & Samples

  • Supporting interactions and communications with the Global Advisory Quality committee
  • Preparing for, supporting and following up on actions from the Global Advisory Quality committee calls and meetings
  • Assisting with drafting, coordination and tracking of global Advisory Quality communications
  • Managing Global Advisory Quality knowledge resources, including the Global Advisory Quality CHS
  • Supporting development of Global Advisory Quality tools, enablers and talent development materials
  • Supporting the coordination and reporting of the Global Advisory Quality Monitoring Framework and Advisory Compliance testing program across all Areas, including the Advisory Compliance program
  • Assisting with the coordination and running of global IT and Managed Services oversight committees when required
  • Supporting Advisory input and responsibilities with respect to other functions (e.g., RM, Talent, Markets, Knowledge, GSS) and enablement tools (e.g., GTAC, SORT, Project Mercury/CRM, ASK, Exelerator, EYD)
  • Assisting with input into other firm initiatives as required (e.g., policy development, ERM, markets initiatives)
  • Other projects and responsibilities as needed
  • Good understanding and knowledge of our Advisory services and organisation
  • PI experience is desirable
  • Ability to manage multiple tasks at once and see through to completion
  • Ability to summarise and present complex information clearly
38

Advisory Resume Examples & Samples

  • A degree with an emphasis in Computer Systems, Engineering, Economics and/or Business; MBA, CPA, PMP and/or Certified SAP Solution Manager Consultant or equivalent Oracle certification preferred
  • Approximately 6+ years of experience in complex program management, serving as the program lead on complex transformation engagements enabled by IT
  • Designed, set up and managed multiple PMO or EPMO for a large complex program
  • Direct experience managing at least at least 3 end-to-end business process transformation enabled by a complex ERP implementation
  • Deep experience implementing governance structures for complex programs and organizations. Includes definition of ownership, accountability roles and responsibilities, decision making frameworks, gate approval process, program wide communications, formalized and standard program steering
  • A willingness to travel to meet client needs; travel is estimated at 80%
39

Asset Management Private Bank Latin Wealth Advisory Business Assistant Resume Examples & Samples

  • Spanish fluency (spoken and written) preferred
  • PowerPoint and Excel expertise required
  • Excellent interpersonal skills, both written and oral
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Exceptional follow-up and follow-through skills
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software
40

Executive / Analyst Lead Advisory, Energy Resume Examples & Samples

  • Preparing financial bid models including undertaking sensitivity and scenario analysis
  • Developing financial input into bid models and attendance at meetings with clients and other advisers
  • Help with the contractual elements of the project where necessary
  • Liaise with other advisers where necessary
  • Advice on the procurement of projects, including the evaluation of bids and commercial negotiation
  • Help in the development of contractual documents including payment mechanisms
  • Develop and use complex financial models, identifying problems and risks. Produce clear analysis to support client needs
  • Help in the preparation of proposal documents for bids, and attend and participate in sales presentations
  • Identify key issues as they arise and communicate these with the rest of the project team
  • Share technical knowledge within the Infrastructure Advisory team
  • Produce project deliverables and take ownership of outputs coordinating inputs as requested
  • Be aware of current risk issues on all assignments and of the firm's policy in relation to contracts/engagement letters
  • Be responsible for the accuracy and content of pitch/report documentation (eg able to evidence sources, services, etc)
  • Work with the team on agreeing scope, timetable, resource for assignments, report variances and manage communications proactively and support the team on managing budgets for the assignments
  • Lead in certain designated areas in client meetings e.g. relating to the financial modelling analysis
  • Gain the trust of the client
  • Strong project management skills - manage activity on a number of projects at any one time
  • Guide and supervise work of more junior staff
41

Western Division Lending Advisory Team Lead Resume Examples & Samples

  • Provide leadership and guidance to a team of Regional Lending Advisors for the Northwest, Southwest, Southeast and South Central Regions in large and complex securities-based lending transactions for HNW borrowers
  • Prepare and issue senior management reports and presentations
  • Make recommendations to enhance credit policy to meet business needs
  • Establish a reputation of execution and excellence and gain confidence of the Firm partners
  • Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
  • Understand competitive environment and develop strategies to retain and win new business
  • Organize, manage, control and evaluate standards and controls necessary to ensure the timely and accurate execution of decisions
  • Work with Private Bankers, Financial Advisors and members of the client’s inner circle to advance their loan request i.e. business managers, family office, CPAs and others as needed
  • Provide subject matter expertise to Private Bankers and Financial Advisors to execute and close securities based loans for HNW clients
  • Develop and negotiate structuring recommendations within framework of firm’s credit policy and philosophy
  • Assist in the development of long-term product and service roadmaps for marketplace differentiation and new revenue potential
  • Identify gaps to customer experience, translate them to actionable projects and deliver on enhancements
  • Build product awareness and understanding among Financial Advisors, Field Management and Private Bankers regarding the relevancy and application of specific products within HNW Lending
  • Additional responsibilities as required by management
  • This position requires limited travel
  • Minimum 15 years of securities-based lending experience required
  • Experience in managing high performing teams
  • Formal credit training preferred
  • BA or BS required. MBA or JD preferred
  • Good collaboration skills in a team oriented environment
42

Eastern Division Lending Advisory Team Lead Resume Examples & Samples

  • Provide leadership and guidance to a team of Regional Lending Advisors for the NY Metro, Mid-Atlantic, Midwest and New England Regions in large and complex securities-based lending transactions for HNW borrowers
  • Proactively manage the underwriting pipeline and workflow to ensure service levels are achieved and production is managed across the team
  • Manage workflow and monitor daily productivity, ensure proper controls and procedures are documented, maintained and followed
  • Collaborate closely with Regional Sales Managers, Private Bankers, Risk, Legal, Operations and other partners in support of the Firm’s goal of providing private banking products to clients
  • Act as Subject Matter Expert (SME) in support of internal clients including independent analyses of client financial information for securities collateral to determine appropriate solutions
  • Manage Exception Pricing Approval for securities-based lending products in accordance with Pricing Exception Guidelines
  • Cover all securities-based lending requests including single/concentrated stock/Restricted stock/ requests that can be met within SBL/Margin Product Programs
  • Private Bank experience preferred
  • Series 7, 63 (or 66) securities licenses required to be obtained within 90 days of employment
  • Demonstrate creativity and thoughtful solutions in framing private banking transactions
  • Possess excellent verbal and written communication skills and presentation skills
  • Ability to meet deadlines, multi-task and manage expectations
  • Detail orientation with strong organizational and analytical skills
43

Manager Transaction Advisory Resume Examples & Samples

  • Based out of the UK, but supporting stakeholders across the Group
  • Demonstrated experience working across a number of international markets
  • Broad knowledge of the trends in the Open Account area as they impact large corporate and Global Banking segments
  • Good knowledge of Receivables Finance, Supply Chain and Open Account propositions and business models
  • Familiarity with larger ticket deals and deal teams
  • Strong independent contributor, who is comfortable working on multiple assignments, where the teams will often be distributed across the globe and culturally diverse
44

Advisory Experience Management Resume Examples & Samples

  • Help provide strategic planning details and analyses, to develop the sub-Area's annual fiscal plan
  • Participate in the forecasting process, to help resource management teams, best utilize their resource support
  • Identify improvement to the continuous resource management process, and develop and share leading practices across sub-areas
  • May discuss client staffing requirements with senior leaders, and better understand specific engagement needs
  • May work with cross-functional teams to help with resource needs. This could involve: assigning counselors to resource analysts, selecting instructors for sponsored training programs, and managing the on-boarding needs of interns, staff hires and employees transferred to other positions
  • May participate in campus recruiting events and office visits
  • Manage the assignments of resource analysts, and report on their progress to sub-Area leaders
  • Manage day-to-day operational activities of resource analysts
  • Help resource analysts come up with alternative approaches to staffing issues
  • Supervise resource management teams within the sub-Areas, and manage their performance
  • Train resource analysts on the scheduling tool, as well as on sub-Area policies and procedures
  • Delegates projects/tasks as appropriate, to enhance development opportunities
  • Strong project management and supervisory skills
  • Adaptable to changing environments
  • A minimum of 8-10 years of work experience
  • Experience in a professional services firm desirable
45

Portfolio Advisory Group Resume Examples & Samples

  • Minimum of 3 years Direct investment-related work experience; portfolio management experience preferred
  • Good interpersonal skills and ability to work efficiently with others
  • Strong communication skills, both spoken and written
  • Some familiarity with investment management product offerings
46

Advisory Resource / Experience Leader Resume Examples & Samples

  • Align the strategy, policies and procedures for the Advisory Resource / Experience Management function across EMEIA
  • Invest in the resource team, developing a community of resourcing professionals and a cross-Area experience management team
  • Work closely with the leadership to understand the evolving nature of the Advisory business and identify and address current and future engagement needs
  • Anticipate future resource needs based on regular review of actual and projected utilization
  • Lead the team to take action to decrease unassigned time and initiates staffing changes as necessary to spread the workload as evenly as possible
  • Promote and monitors sharing of resources across regions
  • Play an active role in resource evaluations (round tables), promotions, compensation, and other people matters
  • Serve as mentor/counselor to the Advisory resource / experience management team on client assignments and career development
  • Act as the business owner of the Advisory and/or firmwide scheduling and competency management system(s) with oversight over the globally aligned implementation and deployment strategy, ongoing maintenance and system support, as well as regular needs assessments and upgrades
  • Oversee any cross border resource sharing
  • A highly seasoned professional recognized for strong business acumen and experience with world-class resource management in professional services, ideally with experience across emerging and developed markets
  • Confident and able to create a broad-based network and wide sphere of influence at all levels of the organization including the Global, Area and Regional Advisory Executives
  • Represent the function in key strategy communication events such as executive meetings, global programs, talent hubs and learning programs
  • A high level of complex, conceptual problem-solving ability
  • Competent at making decisions on business priorities
  • Proficient at overseeing multiple programs concurrently, in a fast-paced and highly challenging environment
  • Proven experience in effectively managing organizations, projects, and change
  • Able to organize and lead a team virtually
  • Proven experience leading design sessions and workshops around key projects and initiatives
  • Strong leadership skills, including the ability to define expectations, delegate, coach, and mentor
  • Flexibility to work across time zones, and to travel internationally
  • Understanding of internal practices and procedures of a professional services firm
  • Managerial experience preferably within a consulting firm
  • Experience in a senior level role in large organization
47

Manager FCC CMB Advisory Resume Examples & Samples

  • Minimum of seven years proven and progressive financial services operations, compliance or legal experience or equivalent
  • Bachelor’s degree in business, related field or equivalent experience
  • Proven managerial, communications, analytical, organizational, project management and planning skills, including strong writing skills
  • Strong knowledge of pertinent regulations affecting assigned businesses
  • Knowledge of HSBC’s operational, back office and head office areas would be an asset
48

Assistant Director M&a Advisory Tmt Resume Examples & Samples

  • Track-record of originating and executing corporate finance deals in the TMT industry in an investment banking, corporate finance or corporate development environment. Experience in one or more of the following sectors: software, media, internet, mobile, professional services, telecommunications
  • Strong experience leading corporate finance/M&A processes (marketing, due diligence, etc.), analysis (financial models, valuation, buyer/seller universe, strategic alternatives, etc.) and completion of deliverables (information memoranda and other documentation)
  • Robust numerical and financial analysis skills, with substantial background in building financial models and valuing TMT businesses using various methodologies (precedent transactions, traded comparable companies, DCF) within challenging timescales
  • Sound commercial judgement and an ability to generate creative solutions to problems and 'think on your feet'; ability to identify potential deal opportunities
  • Ability to source, interpret and use information in a strategic evaluation process, making sensible assumptions where appropriate
  • Demonstrated confidence in client situations, gaining client acceptance and establishing value through advice and sector insight
  • Experience working to tight deadlines, thinking clearly under pressure and maintaining team morale during lengthy and challenging transactions
  • Able to maintain a high level of confidentiality and handle sensitive information with discretion
  • Strong verbal communication and written presentation skills
  • Team leadership/counselling/coaching experience is desirable
  • High standard of spoken and written English is a prerequisite
  • Accountancy or MBA or Banking qualifications seen as beneficial
49

Systematic Advisory Fixed Income Developed Markets Specialist Resume Examples & Samples

  • Idea Generation
  • Writing; and/or
  • On a morning call; and/or
  • In a video cast
  • Very good knowledge of Developed Markets (both macro and credits) with profound credit analyst and/or portfolio management background
  • Sales/Marketing/Consulting experience with track record; project management skills are a strong plus
  • Strong IT skills; basic programming capabilities
  • Understanding of different markets, including rules and regulations
  • Team player, communicative, outgoing
  • University or HWV degree
  • English and German speaking and writing
50

Advisory Resume Examples & Samples

  • Answering multiple phone lines
  • Working closely with the Partner’s clients to allow for high-touch client service
  • Managing calendars including scheduling appointments, confirming meetings, coordinating with other Assistants
  • Editing documents in Excel, Word and PowerPoint
  • Helping to coordinate and organize events
  • Scheduling conference rooms for internal and external meetings
  • Tracking and processing invoices including assigning cost codes and receiving approval from manager
  • Entering contacts and into both the database and Outlook contacts
  • Meeting and greeting guests, registering guests in visitor’s system
  • Coordinating travel arrangements including flights, visas, cars, hotels, and other reservations
  • Completing detailed expense and out of pocket reports including tracking receipts and charge codes
  • Working on various ad-hoc projects
  • Assist with a some personal work: reservations, personal appointments, correspondence
  • Maintaining and organizing files
  • Strong Microsoft Office skills (emphasis on PowerPoint, Outlook and Excel)
  • Organized and detail oriented
  • Experience with coordinating travel arrangements
51

Advisory Generalist VP Resume Examples & Samples

  • Responsibilities include supporting global Compliance initiatives locally by being the touch point for Compliance Policies, Training, Compliance Risk Assessment, Management Information Reporting and Annual Compliance Plan
  • Ability to manage existing policies and author updates as needed
  • Manage Compliance initiatives and implement change
  • Periodically prepare summaries and provide updates (written or verbal) to management
  • Ad hoc projects may occur
  • 7+ years of experience in Legal or Compliance including senior level responsibility
  • 7+ years Microsoft Office such as Word, Excel and PowerPoint
  • Compliance professional with significant experience in authoring policies
  • Must possess strong communication skills and have the ability to collaborate with others and negotiate with strong personalities
  • The candidate must also possess acumen for MS Office products such as Word, Excel and PowerPoint
  • Self starter who is driven for exceptional results
  • Ability to interact with senior management
  • Able to present complex topics succinctly and concisely
  • Experience project management
  • Knowledge of Compliance processes within a broker dealer/investment advisor
  • Experience with governance committee management
  • Must possess strong organizational skills with an eye for detail
  • Currently holds a Series 99 License
52

Senior Executive Economic Advisory, TMT Resume Examples & Samples

  • Experience of competition and regulatory economics, strategy, business planning, costing and pricing
  • Has logical and rational approach to complex problem solving
  • Deals confidently with partners and client staff and builds credibility for the firm
  • Responds quickly to client requests for information or guidance, referring the issue to more senior staff where appropriate
  • Recognises opportunities to contribute to client issues when they arise and assists in providing solutions
53

VP Cib Kyc Advisory & Reviews Resume Examples & Samples

  • At least 5-10 years work experience in a compliance, legal, risk management or control function – preferably gained in a global financial institution
  • Experience in managing a team
  • Strong communication - written and interpersonal
54

VP Eca Deal Advisory Resume Examples & Samples

  • Coordinate ECA relationships managed by the relevant regional S&PF dedicated relationship managers (other than US Ex-Im and other US headquartered multilateral lenders including World Bank, IFC, OPIC)
  • Analyze and structure equipment and services purchase and sale agreements (including EPC scope) to optimize sourcing and meet ECA eligibility requirements
  • MBA, CPA, or graduate of a GE Leadership Development Program
  • Experience working in a matrixed organization
55

Deals Advisory Resume Examples & Samples

  • ACA or equivalent professional qualification with a broad range of audit experience including planning, controlling and completing a diverse range of assignments. Candidates who are studying for final examinations will be considered for the Transaction Services role
  • Excellent communication skills (verbal, written, presentation skills) as well as the ability to liaise effectively at all levels and proven experience working in a client facing role
  • Exceptional team working skills and the ability to coach and develop others
  • Strong analytical skills (identifies issues, understands complex problems, draws sound conclusions)
  • Enthusiastic and diligent with a flexible approach in a rapidly changing environment
  • Good IT skills with proven experience in Microsoft Word, Powerpoint and Excel; and
  • An audit background with proven experience at manager level or significant experience in leading the delivery of successful audits is required
  • Previous experience in performing business recovery, business reviews. or strong desire to develop in this area
56

M&A Advisory Resume Examples & Samples

  • Business Process Outsourcing - IT, Finance, Administration, HR, Marketing Services, Legal
  • Facilities Management
  • Human Capital – Recruitment, Education, Training
  • Using internal and external relationships / networks to win M&A advisory work
  • Identifying and developing opportunities for the Deals business
  • Leading key proposals and presentations
  • Leadership and management of projects
  • Acting as the key point of contact for clients
  • Overseeing the work of project teams and coaching junior staff
  • Creating deal structuring solutions, including negotiating with funders
  • Overseeing financial modelling to support options analysis and business case preparation
  • Experience of working with Business Services clients
  • Transaction experience working on the buy and sell side
  • Ability to successfully lead project teams, develop team members and work collaboratively
  • Financial modelling capability
  • Strong analytical skills and ability to think laterally
  • Ability to grasp complex commercial and financing issues quickly
  • Ability to articulate and execute negotiation strategies which enhance deal feasibility and successful outcomes
  • Excellent client facing and relationship building skills
57

M&a Advisory Business Services Sector Director Resume Examples & Samples

  • Professional Service Providers – Engineers, Consultants
  • Transportation, Distribution and Logistics
  • Using personal relationships / networks and industry expertise to originate and win M&A advisory work
  • Selling the wider Deals proposition and PwC portfolio of services
  • Leading client proposals and presentations as Deal Leader
  • Executing transactions, overseeing the work of project teams and coaching junior staff
  • Deal structuring and negotiation
  • A track record of completing transactions with Business Services clients on the sell-side and buy-side
  • Strong analytical skills and ability to think commercially to win and execute profitable work
  • Experience, desire and tenacity to manage multiple transactions
  • Excellent relationship building skills with clients and staff
  • ACA, CIPFA (or similar e.g. CFA), MBA qualification
58

Chair of Regional Advisory Committee Resume Examples & Samples

  • Have previous experience of chairing a senior committee
  • Be skilled in strategic thinking
  • Be strong in chairing and facilitation of committee meetings in order to ensure full participation of committee members and that the purpose of the meeting is achieved
  • Possess strong leadership & diplomacy skills
59

VP, Sanctions Advisory Resume Examples & Samples

  • The role will report to the Head of sanctions compliance in Asia
  • You will provide support in OFAC/sanctions advisory matters, working with the Head of sanctions compliance and location compliance. This will include advising all businesses on sanctions risks with regard to specific transactions and clients, as well as new products
  • You will need to provide support in ensuring that all Minimum Screening standards, SLAs and MOUs are in place and up to date
  • Work experience in a compliance, audit, risk management or control function
  • A minimum of 2 years experience in a related field. Prior work experience specifically in a OFAC/sanctions role will be highly valued
  • US Bank work experience
  • Experience with operations processes regarding sanctions screening
60

Associate Account Manager, WM Advisory Resume Examples & Samples

  • Receives service requests from clients and partners, obtains appropriate information from partners and client to facilitate service changes or transactions
  • Coordinates resolution of client issues and informs client of steps taken to resolve requests or problems
  • Assists in the development of appropriate action plans for client servicing events and participates in execution and follow-up; communicates with clients regularly
  • Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups
  • Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with account acceptance process, coordination of discretionary request documentation, compliance management and annual account review process; ensures appropriate account documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity
  • Thinks critically to help identify efficiency enhancements, process improvements, and service delivery using creative and proactive measures
  • Acquires and develops proficiency in various business applications critical to relationship management including client on-line tools
  • Supports Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations
  • Responsible for identifying and resolving problems within established guidelines
  • Expected to use some initiative but refer more complex problems to supervisors/experts
  • Works effectively as a team member but also independently
61

Head of Fixed Income Advisory & Execution Resume Examples & Samples

  • Partner with Relationship Managers and Investment Consultants in Hong Kong to provide product/market advisory and trading execution services for client investments and transaction needs in the fixed income asset class
  • Handle product enquiries, generate solid ideas and disseminate insights to benefit clients’ portfolio performance as well as to contribute towards an increase in the overall fixed income revenue and volume
  • Participate in the development of systems and processes to enhance the scalability and efficiency of the fixed income platform
  • Collaborate with Asia-based colleagues and contribute to the provision of Asia market commentaries and other publications to complement publications from RBC WM fixed income counterparts in other regions
  • Provide assistance to Relationship Managers in client meetings and proposals related to fixed income
  • Maintain close communication and cooperation with Singapore Fixed Income team members in both daily and ad-hoc activities
  • Lead and monitor direct reports’ performance and the quality of their work and provide coaching on their advisory and execution skills
  • Handle other ad hoc projects as required
62

Senior Associate Transaction Advisory Resume Examples & Samples

  • Research and analyze financial documents of target companies
  • Provide due diligence for both buy side and sell side transactions
  • Assist in identifying issues for purchase price reductions, deal restructuring, or deal termination
  • Identify post-acquisition steps to achieve anticipated earnings/cash flow improvements
  • Assist clients in identifying pre and post-acquisition transaction issues
  • Identify new business opportunities and develop long-term business relationships
  • Manage and contribute to the report-writing process
  • Communicate with clients to ensure excellent client service
63

Director, Asia Pacific Advisory Centre Resume Examples & Samples

  • Practical experience deploying advanced statistical and machine learning techniques for classification, prediction, recommendation, clustering and optimization in a commercial context
  • Experience with scalable big data based advanced analytics software, such as Apache Mahout or 0xdata H2O and with modern advanced analytics software such as R or Python
  • Detailed knowledge of how data and analytics solutions are implemented in existing programming languages and design patterns
  • Facility in the management and manipulation of large datasets, both structured and unstructured
  • Ability to lead technical teams comprising scientists, developers and business analysts
  • Accounting-trained and/or academically active professionals (as evidenced by publications or awards) will be viewed favorably
  • Negotiate requirements of solutions provided by business SMEs and client teams with a view towards expanding the generality, across service lines and sectors, extensibility, scalability and maintainability of the envisioned solution
  • Assess requirements of stipulated business needs for analytic solutions against state of the art analytic methods and technologies and make decisions with respect to the appropriate methodologies, tools and technologies to enable the solution
  • Effectively communicate solution design elements to developers, supervise and QA their work
  • Collaborate with business SMEs in the development of training and reference materials to ensure that solutions are utilized in the most effective and highest quality manner
  • Build awareness of the Data Sciences competency, and personal relationships, with account teams and Sector/Service Line leadership to facilitate effective participation in key pursuits
  • Participate with account teams, on designated key account pursuits, to supply expert guidance on both the availability and applicability of existing solutions; and to discover client needs which can be addressed with advanced analytic solutions not currently developed
  • Mentor junior data scientists and advise client-facing analytic professionals engaged in pursuits and delivery
  • Represent EY’s Data Sciences competency to various internal and external audiences
64

Advisory Resume Examples & Samples

  • Strong academic record including a third level degree, preferably in a finance, business or project related area
  • MBA and/or ACA/CIMA qualification an advantage
  • Strong experience in providing advisory services in the Finance function and/or serving in an operational capacity within the Finance function (e.g. Order to Cash; Procure to Pay; Close to Report; Budgeting and Planning, Shared Services/Outsourcing)
  • Experience in program management for large scale business transformation projects and programs
  • Characteristics of a forward thinker and self motivator that thrives on new challenges and adapts quickly to learning new knowledge
  • Ability to work collaboratively in a team environment
65

Executive Assistant, Advisory, Perth Resume Examples & Samples

  • Have the ability to quickly understand our key clients and stakeholders and be able to build lasting relationships
  • Comprehensively and successfully manage busy diaries, including arranging meetings, and travel and accommodation
  • Prepare and revise documents including emails, agendas and papers for meetings
  • Perform a degree of inbox management inclusive of screening emails, responding, and actioning as required
  • Prepare and process expenses in compliance with firm policies and guidelines
  • Compile, update and maintain client contacts and mailing lists using CRM
  • Previous experience in an Executive Assistant position
  • High level of attention to detail and consistency of output
  • Ability to build relationships in both a local and virtual environment
  • Demonstrate a high level of proactivity regarding all tasks and the ability to work independently
  • Exemplary communication skills, both written and oral
66

Senior Analyst Capital Advisory & Policy Resume Examples & Samples

  • Provide policy applicability and guidance on regulatory capital topics and recommend strategy to achieve capital rule compliance while maintaining capital efficiency
  • Assist with development of comprehensive regulatory capital policy framework which documents application of capital and RWA rules to GECC's portfolio and product offerings
  • Analyze regulatory capital impact of significant transactions and new products and support Capital Advisory & Policy leader in GECC's New Product Initiative (NPI) process
  • Stay abreast of all capital-related regulatory and industry developments using all available information sources (FRB/ Basel Committee announcements, peer disclosures, equity research and other industry news sources); summarize and share intelligence with senior management, other functions and businesses
  • Produce well considered and reasoned memoranda on regulatory treatment for products and transactions. Present at Interpretation Working Group and other forums
  • Prepare presentations on regulatory capital rules and developments for GECC businesses and management
  • Lead and perform ad-hoc analyses to quantify regulatory capital impacts of significant transactions, new business, and emerging regulatory guidance
  • Bachelor's Degree in finance, economics, mathematics or other related field
  • MS or MBA with concentration in relevant field or CFA (or significant progress towards) strongly preferred
  • 5+ years of experience in regulatory capital related roles either within a financial institution, consultancy or regulator
  • Detailed understanding of Basel 3 capital rules and ability to apply them to a broad range of financial products
  • Strong knowledge of financial institution risk taking activities, products and accounting
  • Exceptional analytical and independent thinking capabilities
  • Referrals will only be eligible for the special incentive referral bonus payout based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable
  • Strong problem solving skills and ability to execute in a fast paced environment and manage multiple priorities
  • Broad understanding of treasury and capital management functions /environment
67

Senior Manager FCC CMB Advisory Resume Examples & Samples

  • Positions designated as “general compliance” are typically focused on one or more major lines of businesses within the Company (i.e. Consumer Lending, Retail & Commercial Banking, Card Services, etc.). Many of the businesses entail a high degree of regulatory compliance and reputational risk, particularly with respect to risks arising out of non-compliance with extensive and complex regulations. Failure to comply with these regulations would have significant negative effects on relations with regulators, the reputation of the Company with the public and may result in regulatory impediments to mergers and acquisitions and significant regulatory sanctions, including regulatory fines of material amounts
  • The position routinely interacts with senior management for assigned businesses, division and country executives, other Group senior managers, regional and local compliance functions, peers throughout the organization and senior examination officials conducting regulatory examinations
  • Significant travel may be required, as appropriate
  • Strong managerial, communications, analytical, organizational, project management and planning skills
68

Advisory, / T Specialist Resume Examples & Samples

  • 1) 5+ years implementation/administration/product support experience on Windows , Linux and VMWare
  • 2) DB2, DB2 admin/ Oracle certification is preferred; AIX and IBM HACMP certification is preferred
  • 3)Experiences in IBM PSeries/XSeries connection to SAN switch
  • 4)Experienced in storage management, backup and recovery
  • 5)Data center operation experiences desirable
  • 6)Experience with project performing in an complexity environment
  • At least 5 years experience in implementation/administration/product support experience on Windows , Linux and VMWare
  • Chinese simplified: Intermediate
69

Advisory Resume Examples & Samples

  • Develop business and lead Internal Audit and Risk Consulting engagements
  • For business development, you will lead proposals, lead the creation of tailored offerings and take them successfully to clients
  • On engagements, you will be managing teams, as well as senior client stakeholders and will be responsible for delivering high quality results on your projects through generating deep insight and impactful solutions
  • Actively establishing, maintaining and strengthening internal and external relationships
  • With guidance from partners and directors, you will take the lead in identifying and pursuing potential business opportunities for EY
  • Drawing on your knowledge and experience, you will create innovative insights for clients, adapt methods and practices to fit team and cultural needs, and contribute to thought leadership
  • You will be responsible for ensuring your engagements deliver within budget
  • In line with our values and commitment to quality, you will consistently drive projects to completion and ensure that work is of high quality
  • Lead people initiatives including recruiting, retaining and training Internal Audit & Risk Consulting professionals
  • Deep knowledge and experience of Internal Audit & Risk Consulting. You should have relevant recent Big 4 experience (in the last 2 years), in winning and leading major Internal Audit (e.g. Out-source, Co-source, Transformation and/or Effectiveness reviews) or Controls Improvement projects with recognised major organisations in the corporate sector
  • Great communication skills, verbal as well as written. An ability to communicate concisely and effectively with external, as well as internal stakeholders
  • Team management and client relationship management skills
  • Demonstrated successful business development skills in a Big 4 environment in the Internal Audit & Risk Consulting in both shaping and winning client proposals and generating sales on from existing engagements
  • Strong problem solving skills with the ability to understand a client problem and tailor a solution right for the client
  • Familiar with the quality, risk management and financial management requirements of managing projects in a Big 4 environment
  • Qualified accountant (preferred)
  • ·A recognised and credible senior professional in the Internal Audit & Risk Consulting space
  • ·Significant experience in either a Big 4 in the last 2 years, and/or in an Internal Audit or Controls role in a FTSE100 and/or major global organisation in the corporate sector
  • ·Experience of leading teams to high quality delivery and proven business development record is a must
70

Advisory Resume Examples & Samples

  • Work with high-growth clients and other market leaders in industries such as retail, consumer products, financial services, insurance and health sciences. Develop the scope of services with internal audit and executive client management, guide the team in the development of cost-effective and practical recommendations for improvement, and provide guidance on complex audit matters and monitor engagement economics
  • Develop and maintain productive working relationships with client management and a commitment to client satisfaction. Understand the client's industry and recognize key performance drivers. Gain acceptance on a wide variety of issues impacting the client
  • Participate in the career and performance development of the BRS practice by serving as a career counselor, training new staff and providing timely and specific performance feedback. Foster teamwork and innovative thinking
71

Macquarie Capital Debt Advisory VP Based Resume Examples & Samples

  • Support Analysts and Associates in financial analysis of transaction and modelling
  • Assess and prepare draft Term Sheets for all levels of debt within the Capital Structure
  • Assist in the preparation of marketing materials for clients and information for funders during debt raising processes
  • Liaise and build relationships with banks and other funders
  • Deal with internal debt/ bank queries on a day-to-day basis
  • Assess the appropriate debt level and debt structure for the potential acquisition / refinancing
  • Work closely with tax/ legal advisors in structuring the deal
  • Negotiate financing terms and documentation and be experienced in a range of markets
  • Understand and be comfortable with detailed credit analysis of transactions
  • Understand and communicate with rating agencies
  • 6 - 8 years relevant experience in DCM / Debt Advisory with a focus on Industrials, Oil and Gas, Metals and Mining and / or FIG
  • Experience in both acquisition and LBO / HY bond financing
  • Strong analytical/numerical skills
  • Excellent commercial judgement
  • Excellent financial modelling skills including cashflow and financial ratio analysis
  • Strong powerpoint and word skills
  • Outstanding academic results in a relevant discipline
72

Technology Advisory Resume Examples & Samples

  • Provide strategic technology advice to North American clients in the following segments: carriers, cable companies, equipment vendors, device vendors and financial services companies
  • Lead engagements focused on providing technology advice re: network design, platform selection, vendor selection, spectrum utilization, RF technologies (GSM, CDMA, UMTS, LTE, , etc.), wireline and cable technologies, OSS/BSS integration, and device selection
  • Lead engagements focused on convergence solution design, implementation and optimization
  • Contribute pro-actively with business and solutions consulting teams during the pre-sales phases
  • Create customer proposals which lead to the selection of inCode for client projects
  • Provide active and competent communication of inCode strategies in customer organization
  • Lead the development of technology strategies to support and help the client win the target group of customers/accounts
  • 7+ years wireline/wireless/cable, IT, high tech industry, and/or consulting experience
  • 3+ years continuous project leadership in convergence services, white paper creation, IP networks or related fields
  • 3+ years leading teams to provide project management to customers in service/technology development, business planning, market research or related fields
  • Expertise in backhaul, access, transport, switching, subscriber management, session control, charging/billing, policy management, service/content delivery, 3G and/or 4G
  • Deep cable, wireline and wireless industry skills, including content delivery, convergence services and platforms
  • Direct exposure to consulting engagements or delivery to Tier 1 and 2 telecom carriers and MSOs in North America
  • Experience supervising a staff of 5
  • Sales familiarity and comfort
  • Bachelor degree; computer science and electrical engineering, Masters degree or PhD preferred, MBA a plus
73

Internal Audit Associate, Advisory, Singapore Resume Examples & Samples

  • Job planning: Research on client background and risks, planning staff resource and propose tailored audit work program and audit time schedules, coordinate with client on kick off meeting with client and other necessary planning activities
  • Reporting: Prepare draft and final reports after the necessary internal reviews, wrap up audit work programs and workfiles, and assist in any other wrap up activities
  • Recognized Bachelor's or Master's degree in Finance, Business or other related field
  • At least 2 years' experience gained in an internal auditing/line position in a commercial environment, or in a big public accounting firm. Candidates with lesser experience may be considered for an Associa
  • Excellent command of spoken and written English and Chinese (required to liaise with Chinese clients and translation work)
74

Director of Business Unit Global Accounting Policy & Advisory Resume Examples & Samples

  • 5+ years of Financial Accounting experience
  • Bachelor’s Degree in Accounting
  • CPA
  • Strong technical understanding of US GAAP required
  • Excellent communication skills (written and verbal(
  • 2+ years of experience at a CPA firm national office
75

Black Rock Brs Advisory Director Resume Examples & Samples

  • Strategic Consulting
  • Official Sector
  • Transaction Support
  • Support Head of Practice Areas in developing strategic design and tactical approach to Practice Area launch
  • Collaborate with Practice Leaders and adjacent business functions to ensure development and refinement of various Practice Area dimensions
  • Ensure Practice Area product development lifecycle is being managed efficiently to the highest standard of quality
  • Facilitate provision of tools and subject matter expertise needed by Practice Leaders to initiate upon execution of products and services and fulfill client mandates
  • Coordinate design and implementation of process infrastructure used to establish key decision making for Practice Areas launch
  • Work closely with Practice Areas staff members to proactively help identify and mitigate potential issues or risks
  • Collect, measure, report, and communicate progress of Practice Area with Head of Practice Areas, senior leadership, and other key stakeholders
  • Immerse sufficiently in project content to understand BlackRock advisory business execution skills and how they can be leveraged and expanded
  • Support specific client projects, as needed, as a means of further product lifecycle refinement and professional development
  • Strong interpersonal skills, demonstrating a consistent commitment and ability to work with diverse work groups and individuals
  • Proven decision-making capabilities and sound judgment, objectively evaluating pros, cons, trade-offs and alternatives
  • Strong conceptual and analytical capability, curiosity, strategic thinking, and the ability to rapidly learn and apply new concepts
  • Commitment to a high level of integrity, honesty, openness, willingness to provide and accept feedback, and engage in constructive debate
  • Strong ability to hold self and others accountable to delivering results
  • Ability to translate business requirements into project goals and deliverables
  • A drive for results that reflects an ownership mentality
  • Experienced with Microsoft Office Suite (Excel, PowerPoint, Word)
  • Superior writing skills
76

Director, Asia Pacific Advisory Centre Resume Examples & Samples

  • Procurement design and transformation
  • Supply chain strategy and operating models
  • Analytics
  • Risk Transformation
  • Finance Transformation
  • People and Organisation Change
  • Demonstrated record with a blue chip consulting organization in a key regional leadership role
  • Candidates should possess at least a Bachelor's Degree; MBA graduates from top international business schools preferred
  • At least 14 years of hands-on experience in a key advisory role, with proven track records in developing, designing and implementing complex solutions for clients in South-East Asia, ASEAN or APAC for the respective competency
  • Forward-thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge
77

Operations Specialist Advisory Resume Examples & Samples

  • High School Diploma required; Associates Degree with financial emphasis highly preferred
  • No directly related previous experience required; 1-2 years of banking or financial experience highly preferred
  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology
  • Computer proficiency including Microsoft Office skills, especially Word and Excel. MS Access a plus
  • Licenses not required, Serices 7 & 66 desired
78

Advisory Resume Examples & Samples

  • Provide strategic sourcing services related to regulatory compliance, AML, corporate governance, enterprise risk management, internal controls and internal audit, to our clients in financial services (FS) industry
  • Assist organizations to maintain effective and efficient controls, in order to manage organizational and strategic risks
  • Provide advisory services to functional management and Audit Committee on business risk profile and status or trend of related business internal controls
  • Conduct internal audits and special reviews on complex or high risk sites, in multiple disciplines across the business
79

Advisory Resume Examples & Samples

  • Industry insights and domain knowledge
  • Proficient skills and knowledge around UX design methods and tools
  • Understand modern development methodology, moving from ideation to prototyping to development requirements (e.g. Agile / Lean type methods)
  • Experience in rapid prototyping using modern tools (including those for iOS, Android and websites)
  • Knowledge and experience of the key toolkits in industry (from wire-framing to rapid prototyping design)
  • Interact with internal or external development team going from idea to development of actual app or website
  • Logical thinker, analytical with good planning and organizational skills
  • Able to engage with senior executives and stakeholders
80

Gwm-discretionary & Advisory Product Development Resume Examples & Samples

  • Analyze current investment offerings across Wealth Management
  • Coordinate initiatives globally across regions where needed
  • Drive new product development and build-out of new investment capabilities
  • Develop and manage project plans, and updates for senior management
  • Investor relations: Provide product support for Investor, Banker and Client Service inquiries. Product Strategy & Oversight: Monitor industry developments and drive product enhancements as appropriate
  • Partner with Legal, Compliance & Risk to identify areas of risk & regulatory exposure across multiple asset classes
  • Minimum of 5 years of financial industry experience
  • Working knowledge of advisory programs and discretionary asset management including the Mutual Funds, Separately Managed Accounts and Unified Managed Accounts
81

Advisory Resume Examples & Samples

  • Take a practical approach to solving issues and gaining client agreement
  • Be able to analyse complex problems and to deliver insightful, practical and sustainable solutions
  • Be skilled in facilitating and encouraging collaboration amongst team members, and is capable of motivating teams to maximise performance
  • Be confident and effective in recognising and managing potential issues during client assignments
  • Structure and manage projects or programmes of work which meet client expectations and mitigate any risks or issues
  • Focus on achieving project / programme goals and objectives
  • Be adept at overcoming issues and barriers
  • Have experience of full project lifecycle from concept through to implementation
  • Have a primary degree (or equivalent), from a leading university preferred
  • To successfully sell, design and deliver performance improvement and operating model programmes in the sectors
  • To solve business issues and problems
  • To demonstrate an understanding of operational environments in businesses
  • To win and sustain client confidence
  • To work confidently with credibility and influence at very senior levels
  • To demonstrate an understanding of project and programme management leading practices
  • Team coaching and leadership
  • To capture new business and develop client relationships
82

Guidewire Co E Advisory Executive Resume Examples & Samples

  • Delivery on a client assignment
  • Guidewire (ClaimsCenter or PolicyCenter)
  • TIA
  • Accenture Claims Components
  • Java Integration
83

Associate, FMA Advisory Resume Examples & Samples

  • Liaise with BlackRock portfolio managers, sector specialists, and advisory teams in various locations, including Gurgaon, New York, London and Dublin, in producing research notes & presentations on macro-economic themes, financial institutions & banks, and performance of Fixed Income Asset-classes, using public disclosures, PM commentary, research websites, and BlackRock’s proprietary models, systems
  • Preparing PowerPoint pitch-books for advisory teams and potential clients, periodic market summaries, and client presentations using the BlackRock template
  • Interacting with clients to present results and address requests or questions
  • Preparing presentations, public information books and study recent market developments for new business opportunities
  • Acting as a bridge between internal teams, including analytics and portfolio management. Also, coordinating with other colleagues in India and other BlackRock offices in analyzing risk analytics data and creating reports
  • Demonstrated record of business and academic achievement, teamwork and professionalism
  • Industry experience of 1-4 years including a rich experience in research on global financial markets, fixed income assets, and financial institutions
  • Strong ability to interpret & present critical findings on fixed income markets, Financial Institutions & Banks from financial statements, research publications, and other BlackRock proprietary material
  • Strong ability to understand capital structure, funding profile, asset distribution, and performance of Financial Institutions
  • Ability to interpret performance metrics on broad Asset-Classes (MBS, Corp-bonds, sovereigns, ABS, etc.) and produce specific market commentary
  • Must possess in-depth knowledge of financial markets and current events, and be able to understand financial products
  • Self-starter who can work independently and be able to work and deliver under minimal supervision
  • A Masters degree in Finance, Economics, Commerce or Pure Sciences from a highly reputed institute
  • Strong quantitative and data interpretation/manipulation skills
  • MBA/CFA or progress towards one is a plus
  • Strong communication skills (both written and oral)
  • Good eye for visual display of information and Presentation skills (proficiency in MS PowerPoint a must)
  • Basic Excel skills, including data manipulation and chart production
84

Graduate Project Analysts Uki Advisory Resume Examples & Samples

  • At least 300 (24) UCAS points
  • Enjoy working as part of a team and achieving shared goals and objectives
  • You must be eligible to work in the UK and willing to travel
85

Team Leader Formalities Advisory Resume Examples & Samples

  • Regulatory controls: the person provides support and guidance on tax issues relative to Foreign Account Tax Compliance Act (FATCA), Qualified Intermediary, US Tax Forms: W9, W-8BEN E, W-8IMY, & other W series forms
  • Monitoring controls: insures the implementation of any new tax requirements or services at an operational level
  • Management of several regulatory implementation projects
  • In depth knowledge of Operational and Regulatory Tax requirements (FATCA, ESD, QI, Double Tax treaty Benefits)
  • Ability to link business and regulatory knowledge
  • Pro-active and solution oriented, enthusiastic and stress resilient
  • Fluent in oral and written English, German and/or French would be a considerable asset
86

Ops Specialist Advisory Operations Resume Examples & Samples

  • Monitoring accounts below program funding requirements for termination
  • Direct Bill maintenance and processing
  • Fee adjustments processing – cycle changes, terminations, and corrections
  • Commission adjustments for Investment Advisor Representative changes, and fee adjustments
  • Coordination with internal departments for processing of journals, distributions, account opening, trading, compliance and performance
  • Reporting for billing, ERM
  • Strong analytical skills
  • Ability to perform under pressure to meet deadlines
  • Bachelor's degree or equivalent preferred
87

Advisory Resume Examples & Samples

  • Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments and other planning documents. Work with the engagement team to document the business processes dependent on information technology. Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of the engagement status and managing staff performance
  • Demonstrate and apply a thorough understanding of complex information systems. Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues and communicate this information to the engagement team and client management through written correspondence and verbal presentations
  • Demonstrate and apply strong project management skills, inspire teamwork and responsibility with engagement team members and use current technology and tools to enhance the effectiveness of deliverables and services
  • Demonstrate expert ability to identify and analyze business and user requirements and develop, present and demonstrate professional solutions to prospective customers based on detailed customer requirements
  • Prepare and conduct proposal presentations, demonstrations and participate in marketing and promotional activities (workshops, seminars, training, speeches etc.)
  • Perform planned and ad-hoc security reviews to ensure compliance with existing policies
  • Lead team to provide information security advisory services on risk and security best practices
88

Advisory Resume Examples & Samples

  • Passionate about delivering great customer experiences
  • Client side advisory experience or programme experience within large recognised organisations
  • Excellent proposal writing and presentation delivery skills
  • Structured approach to problem solving
  • Ability to manage client relationships
  • Ability to manage engagements and med-large teams
  • Ability to travel as needed (20%)
  • Good understanding of consumer needs and product lifecycle; strong industry experience delivering marketing/sales/service solutions and capabilities across multiple channels
  • Strong business focus supported by deep process knowledge or strong operational experience in more than one of the key front office functions in a multi-channel environment is essential
  • Experience in business consulting, particularly customer strategy, operating model design, business requirements gathering, process mapping, data model and database design
  • Ability to provide clients with in depth process and benefits management knowledge combined with programme and client relationship management skills to enable and accelerate the delivery of benefit from large-scale Technology Enabled Customer Transformation Programmes
  • Implementation experience of one or more of the leading CRM/Billing solutions
  • Experience in securing/delivering both sustained change and the delivery of tangible business benefits
  • Strong academic record including a relevant third level degree in Business Information Systems, Information technology, Electronic Commerce or a related area
  • At least 5 years relevant business experience
  • Strong consulting skills with experience of facilitation, presentation skills, gaining entry and building rapport, innovative thinking, managing conflict, senior level engagement, building consensus and obtaining buy-in
  • A proven knowledge, and application in project lifecycles (of some) of the following; Technology Enabled Transformation, Business Process Re-engineering, Business Analysis Methodologies, Business Case creation and Benefits tracking, Requirements Gathering, Vendor Selection, Business Change Management
  • An understanding of and experience in the Software Development Lifecycle
89

Advisory Resume Examples & Samples

  • Strong background in customer acquisition, customer onboarding, customer development, customer loyalty, and customer win-back initiatives
  • Ability to identify new opportunities and advocate new initiatives for process & customer experience improvement in order to achieve brand loyalty, cost reductions, revenue growth, margin improvement or gains in customer or employee satisfaction for our Clients
  • Understanding of the linkage between business objectives and customer experience and working seamlessly to integrate the two together
  • Experience in innovating new journeys for changing business needs and feeding into larger strategic programmes
  • Have an intense focus on the customer experience through research (VoC), design, development and execution of small to large scale customer journey initiatives
  • Deep understanding of the metrics used to measure customer experience (NPS etc.), how they are used within leading organisations, and how to leverage them to drive change programmes
  • Experience of delivering medium to large scale Customer Experience improvements & financial benefits through projects that have changed how a business operates
  • Strong academic record including a third level degree, preferably in business/technology
  • MBA qualification would be an advantage
  • Experience in providing advisory services in a Customer Operations, Commercial or Sales/Marketing function
  • Experience of business change projects and programmes
90

Advisory Resume Examples & Samples

  • Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, data risk assessments, and other planning documents. Work with the engagement team to document the business processes dependent on databases
  • Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of engagement status, and managing staff performance
  • Demonstrate and apply a thorough understanding of complex database systems. Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations
  • Help Manager, Senior Manager, and Partner with go to market strategy and proposals
  • Rich administration/development knowledge and experience in popular RDBMS products, such as, Oracle (9i/10G/11G) and MSSQL (2000/2005/2008), in below area,
  • RDBMS/Database architecture/security assessment, design, review, implementation and monitoring
  • RDBMS planning, installation and configuration
  • Perform day to day database support task for application backend database, like, instance/database creation, capacity estimation, audit log mining, performance tuning, object promotion, data import/export, backup/restore, trouble shooting and root cause analyze, etc
  • RDBMS advanced feature knowledge and experience, like (not limited),
  • Grid Control, Data Vault, Data stream and DB Link of Oracle
  • Replication, Linked Server, log shipping and DTS/SSIS of MSSQL
  • Experience in design, review, or implement projects relate to Meta Data, Data Quality, Data Governance, Data Conversion, Data Migration, and Data Warehouse
  • Network (Cisco Switch/FireWall/VPN/Router) device and OS (Windows/Linux/Unix) admin, especially security admin experience a plus
  • A bachelor's or master's degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline and/or a professional certification i.e. CISA, CPA, CA, CISSP, CISM, CBCP, CIA,CFE, ISO 27001 leader auditor, ISO 20000 leader auditor, BS25999 leader auditor, PMP, and ITIL V3 certification
  • Excellent command of written and spoken English and Chinese
91

Cib-advisory Business Resume Examples & Samples

  • 3-8 years’ experience as portfolio manager and/or buy-side or sell side trader. Ideally both
  • Experience in trading equities and futures and/or listed options across multiple asset classes. Swaps, other instruments a plus
  • Bachelor's degree or equivalent in Finance, Economics or a related field
  • Crisp oral and written communication skills, including the ability to translate complex financial concepts into simple language and presentations
  • Excellent analytical and financial modeling skills
  • Self-starter, hands-on, entrepreneurial attitude
92

FS Advisory Resume Examples & Samples

  • Evidence of performing a leadership role through a full end-to-end Project lifecycle for at least 2 initiatives with a budget of over £1m
  • Financial Services experience, with specifically excellent technical expertise in Insurance one of our key sectors (Banking & Capital markets, Wealth and Asset Management are the others)
  • Highly flexible and a willingness to ‘get hands dirty’ as well as providing strategic direction
  • Ambitious and shows willingness to move career forward quickly through a variety of client interactions and assignments that will push and challenge you on a daily basis
  • Regularly interface with client organization at appropriate levels and be responsible for managing the relationship
  • Ensure effective execution of methodologies
  • Utilize existing relationships to develop business opportunities
  • Manage PMO functions including reporting, risks, issue and resource management
  • Develop people through effectively supervising, coaching, and mentoring staff
93

CFO Advisory Team Head Resume Examples & Samples

  • Leading the team of analysts based in Krakow including capacity/ workload management in close cooperation with the functional team leaders located in Switzerland
  • Training and maintaining an effective team who partners with the onshore teams to provide best in class analysis under time pressure and with conflicting priorities
  • Cooperating on daily basis with senior stakeholders located in Switzerland across various Group Finance functions, e.g. Reporting and Analytics Services, Group Accounting and Controlling, Group Treasury
  • Providing analytical service that includes comprehensive ad-hoc analyses, core analytical support of any financial information requirement beyond standard reporting framework, business performance measurement, assists in the preparation of key presentations and financial results
  • Driving changes, service innovation and process excellence in cooperation with the team members
  • Analysis of quarterly, monthly and weekly results from aggregated results down to individual financial transaction
94

Assistant Manager Lead Advisory Resume Examples & Samples

  • Ensure smooth service delivery within the defined geographical area
  • Ensure that team members deliver quality service as per client's needs and priorities
  • Partner with internal and external clients to improve processes
  • Work with project leaders to analyze resource needs and gaps across locations, and devise alternative ways forward
  • Produce assignment budgets and timetables, and manage delivery against them
  • Manage a team of 6-9 people
  • Measure, monitor and improve client service by guiding team members and driving excellence in service delivery
  • Focus teams on the key priorities while managing several medium-size projects
  • Assign people to projects based on their skills, career goals and client's expectations
  • Provide team members with accurate and useful guidance in technical areas of high risk and complexity
  • Act as a counselor for team members
  • Participate in goal setting, performance appraisal and management of counselees
  • Identify L&D requirements of counselees
  • Have expert knowledge of basic valuations principles and financial statements
  • Have good knowledge of research databases like Capital IQ, Factset, One Source, Factiva, Reuters, etc
  • Be proficient to search/source right information from relevant sources
  • Perform QC reviews and ensure that the output delivered is of utmost quality
  • Coach and mentor team members on technical skills and soft skills
  • Manage communication with the on-site teams, and provide thought leadership ideas on scope of work
  • Participate in goal-setting, performance appraisal and management of counselees
  • Have preferably conducted domain-specific training sessions for team members
  • Manage own time to budgets and communicate progress against plan
  • Act as a counselor for four-five team members (CAs and MBAs)
  • Actively promote the sharing of knowledge within the group
  • Be organized and structured in the completion of tasks
  • Contribute pro-actively to building team spirit
95

Advisory Resume Examples & Samples

  • Experience in banking, capital markets, fund management or insurance industry is a must
  • Experience in financial services regulatory bodies is a definite advantage
  • Experience in leading and/or conducting Sarbanes-Oxley control documentation projects
  • Strong client service focus and an ability to interact and work effectively with people at all levels
  • Strong analytical, problem solving, report writing and presentation skills
  • Self motivated team player with a dedication to teamwork and leadership
  • Travelling within Asia is required
96

Hrsd Global Head Advisory Resume Examples & Samples

  • Set customer service and quality standards for delivery of HR services to ensure a seamless experience
  • Design and implement initiatives to capture and respond to the Voice of the Customer, as well as marketing activities to further increase usage of HR advice
  • Develop quality management plans by analyzing data / trends, identifying critical control points and preventive measures. Monitor procedures and drive implementation of corrective actions
  • Coordinate and partner with regional HRSD Advisory teams to deliver Advisory services to clients globally through establishing / reviewing service offering, standards, systems and processes – specifically across International Mobility Services (IMS), Reward Delivery, Line Manager and Employee Advisory
  • Implement the HRSD Advisory philosophy and determine the associated training needs to deliver high standard of customer service and enhance client experience
  • Manage the key touch points and interfaces between HR BP and LMA globally
  • Continuously enhance and evolve advisory offering including services, metrics and processes to meet customer needs
  • Serve as the global process owner of LMA Line Manager Advisory processes as well as global RIF process
  • Own HRSD landing pages and content globally, driving the thinking and evolution so that they are simple and intuitive to use
  • Leverage lean / six sigma practices to enhance quality management
97

Manager Internal Audit Advisory Perth Resume Examples & Samples

  • Participating in Risk Service engagements, including internal audit and risk advisory
  • Working effectively as a team member and leader- sharing responsibility, providing support, maintaining communication and updating senior team members on progress
  • Assisting with the preparation of reports and schedules for clients and other stakeholders
  • Developing and maintaining productive working relationships with client personnel
  • Understanding of effective governance processes and controls
98

Credit Ratings Advisory Resume Examples & Samples

  • 7-10+ years of relevant credit experience working in a credit rating agency, bank/investment bank, regulator, investment manager (or similar institution) or consultancy/accounting firm
  • Strong communication skills in fluent Mandarin and in spoken/written English
  • Ability to analyse NBFIs (leasing firms, aircraft financing firms, securities/broker-dealers, asset managers, especially in China) in depth for the purpose of assigning credit ratings, strong understanding of macro financial system risks
  • Resourcefulness in terms of managing challenges associated with data collection and analysis; self-motivated and enthusiastic in writing
  • Able to work independently yet contribute to team objectives
  • Confident and articulate in communicating with internal/external constituents (including investors, bankers, regulators and media)
  • Willing to be forthright/outspoken in internal/external discussions and challenge opinions of others (including of more senior colleagues)
  • Demonstrable inquisitive, broad-minded and forward-thinking analytical nature, with international perspectives in relation to credit matters
  • Proficiency in the use of Excel/Word/PowerPoint/Adobe
99

Manager, Costing Advisory Resume Examples & Samples

  • Manage all aspects of the scoping, planning, design, development, analysis, and update of costing studies and models, including the review and validation of the work done by direct reports
  • Present to internal businesses the results of costing studies, including the cost of services provided and the impact on service cost allocations
  • Responsible for incorporating study results, as necessary, in the annual plan allocations to businesses
  • Act as the subject matter expert on costing matters for the assigned operational groups and act as the primary liaison with business sponsors
  • Lead the transformation of costing data into costing information and recommendations that will contribute in the business decision making process
  • Assist the Head, Enterprise Costing in
  • Staff / Team Management experience
  • Strong Client Focus and Superior inter-personal skills as the role deals with individuals at all levels across the enterprise
  • Strong business acumen including the ability to quickly understand the various business operating models and identify operational services and drivers of service cost
  • Superior analytical and modeling skills which include the ability to collect manipulate and synthesize large quantities of data
  • Professional designation (CMA, CGA, MBA) or equivalent experience
100

Portfolio Specialist Active Portfolio Advisory Resume Examples & Samples

  • Manage multi- and single asset class portfolios, delivering proactive investment advice to clients. Investment instruments are predominantly at a single security level (bonds/equities) but include mutual funds and other investment instruments
  • Following developments in the financial markets to maintain an understanding of historic, current and anticipated trends and that ideas are based on the UBS house view with appropriate securities used to maximise the performance of clients' portfolios in a manner that is consistent with their objectives and risk profile
  • Ability to monitor single and multi-asset class portfolios in a systematic manner and the execution, confirmation and reporting of client trades
  • Maintaining up-to-date client records and supporting documentation to ensure the adherence to agreed investment mandate objectives, compliance requirements and trading procedures
  • Promotion of Portfolio Advisory to internal partners and to prospect clients
101

Advisory Resume Examples & Samples

  • Provide financial risk management advisory services to high-growth clients and other market members in industries such as banking, insurance and other financial services
  • Develop risk management solutions and maintain productive working relationships with client management, and a commitment to client satisfaction
  • Utilize technology and tools to continually learn and innovate, share knowledge with team members and enhance service delivery
  • Guide the team in the development of cost-effective and practical recommendations for improvement and monitor engagement economics
102

Manager, Accounting & Transactional Advisory Resume Examples & Samples

  • Assist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions
  • Provide conversion services to United States and foreign registered companies that need a change in their financial reporting to U.S. Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS)
  • Bachelor's degree in an appropriate field from an accredited college/university
  • Licensed CPA or equivalent
  • Ability to travel domestically and internationally
103

Am-pensions Solutions & Advisory Resume Examples & Samples

  • Advice, presentations, and recommendations to the firm's corporate and public defined benefit clients and prospects on various aspects of asset allocation, risk management and investment strategies
  • Thought leadership on issues facing institutional investors, with a focus on the implementable investment strategies
  • Working with partners across the organization to position JPMAM as a leading provider of solutions and advisory services to pension funds
  • Interface with internal and external clients to present our strategic views on asset allocation and the range of implementable investment solutions to solve client problems
  • Work with product partners to implement investment solutions
  • Contribute to white papers and other content on pension-related topics
  • Expertise in US (and preferably knowledge of Canadian) corporate and public pension finance, regulations and accounting
  • Knowledge of fixed income (markets and analytics), derivative instruments, asset allocation methods, economics, and statistical analysis
  • Familiarity with a range of asset classes and their role in portfolios
  • 5yrs experience in an investment or client-facing role managing or advising pension funds
  • Excellent problem solving, time and project management skills
  • Can articulate complex ideas clearly and concisely
  • Self-starter who can work well independently, but must deliver as a team player, provide excellent service to internal/external clients, and educate others
  • CFA, MBA (Finance) or related graduate degree strongly preferred
104

Western Division Lending Advisory Team Lead Resume Examples & Samples

  • Provide guidance and training to a team of Regional Lending Advisors for the Northwest, Southwest, Southeast and South Central Regions in large and complex securities-based lending transactions for HNW borrowers
  • Own the large and complex SBL transactions for PWM clients in the Western Division
  • Own the First Line of Defense process for applicable SBL transactions in the Western Division
105

FSO Oceania Advisory Operations Manager Resume Examples & Samples

  • Key entry point into the Performance Improvement business
  • Link with central EY and FSO functions including finance, infrastructure, human resources, internal communications, knowledge, QRM, sales and marketing, learning and development etc
  • Collectively with other Operations Leads, contribute towards the achievement of operational excellence across FSO Advisory
  • Contribute to the strategic thinking and shaping of the Performance Improvement practice as part of the Vision 2020 ambition
  • Undertaking ad-hoc projects at the request of partners, willing to take a hands-on approach towards whatever the issue of the day is
  • Proactively look to define, improve and implement new operational processes
  • A Bachelor Degree
  • Advanced Excel and solid accounting skills
  • Excellent analytical skills and capacity to interpret financial and non financial data, experience in scenario based planning, forecasting and financial modelling
  • High level of interpersonal skills, written and verbal communication skills
  • Excellent organisational skills, ability to prioritise well and work under pressure to meet deadlines / timeframes
  • Strong analytical skills and experience in proactive strategic analyses and financial modelling
  • At least 6 years’ experience in business related roles and at least 4 years’ experience in a management role
  • 3 things about us (that you probably didn’t know)
  • Did you know that in the last financial year, we sent over 100 people to work in 16 different countries?
  • Did you know that we were judged number 33 in the BRW’s Great Places to Work survey?
  • Did you know that we were recognised as an Employer of Choice for Women for the 11th year in a row?
106

Prudential Advisory Resume Examples & Samples

  • Strong Financial Services and Prudential experience
  • Liquidity and Basel 3
  • Stress Testing and recovery experience
  • Educated to degree standard or higher
107

Digital Manager, Asia-pacific Advisory Centre Resume Examples & Samples

  • Creating ‘customer centric’ organisations and how this translates as the central purpose for a wining digital strategy
  • Digital ‘customer experience’, particularly in mass market consumer facing initiatives including Financial Services and FMCG/Retail
  • Web, mobile, wearables and social media channels
  • Digital sales and self-service channels and their integration with social and digital/direct marketing channels
  • Delivering strategy through implementation of digital programs and technology
108

Transaction Advisory Serivces Resume Examples & Samples

  • ACA, ACCA or equivalent qualified
  • Commercial awareness gained through relevant experience (either from within an Audit or Transaction Support role)
  • Excellent analytical, IT and interpersonal abilities
109

Advisory Resume Examples & Samples

  • Gather and analyse business requirements from users
  • Understand, utilise and communicate leading practice methodologies, business requirements, market trends and industry standards internally and externally
  • Advise business process improvement and changes
  • Execute process(prefer with experience in supply chain management and/or financial management functions )and technology transformation project implementation and delivery
  • Design, develop, implement and support packaged applications such as ERP
110

Advisory Resume Examples & Samples

  • Identify new business opportunities and provide strong assistance to the company in the winning of that business within the Domestic Life Sciences market
  • Develops client relationships that will result in additional revenue and revenue opportunity within certain enterprises
  • Manage and implement the delivery of consulting engagements
111

Manager, Costing Advisory Resume Examples & Samples

  • Manage all aspects of the scoping, planning, design, development, analysis, update of costing models / studies, including the review / validation of the work done by direct reports
  • Engage Branches and Commercial Finance Centres across Canada annually to update activity, process, costing, and analysis
  • Responsible for ensuring study results accurately reflect Distribution Channels costing operations and activities
  • Act as the primary liaison with multiple financial and product group business sponsors impacted by the cost studies
  • Lead the transformation of costing data into costing information that will be used in the decision making process
  • Develop / nurture effective partnerships with management and non-management staff across the enterprise
  • Act as an ambassador of Enterprise Costing
  • Assist Senior Manager in
  • Superior inter-personal skills as we are dealing with individuals at all levels across the enterprise
  • Superior analytical and modeling skills which include the ability to collect manipulate and synthesize large quantity of data
  • Strong business acumen including the ability to quickly understand the various business models of our partners
  • Strong Client Focus
  • Ability to deal with ambiguity as there no generally accepted rules for costing and there is fair level of uniqueness in cost modeling
112

Advisory Resume Examples & Samples

  • Financial audit support
  • IT security
  • Program change control
  • Operating systems (Windows, Unix, AS/400)
  • ERP applications (SAP, Oracle JDE)
  • Management skills
  • Marketing and sales
113

Advisory Resume Examples & Samples

  • Participate in and, as required, lead a variety of ITRA engagements
  • Assist with generating new ITRA business opportunities and building internal and external networks and relationships
  • Understand all our Advisory service offerings and actively identify opportunities to better serve clients
  • Be a leader in IT Risk Consulting in the market, for example in General IT Risk Management, Information Security, Data Protection/Privacy, IT Internal Audit, Data Analytics, ERP risk management, IT programme/project assurance etc
  • Contribute to people initiatives including recruiting, retaining and training ITRA professionals
  • Ensure compliance with our Global Audit & Advisory Methodologies and applicable regulations
  • Information Security/Data Protection,
  • General IT Risk & Control Advisory,
  • IT Internal Audit & Internal Controls,
  • IT Project Assurance and IT Project Management
  • Information Management & Process Analytics,
  • Third Party Reporting
  • ERP Process & Controls Advisory (e.g., SAP, Oracle, JD Edwards),
114

Advisory Resume Examples & Samples

  • Strong understanding of a variety of regulatory compliance models (i.e. HIPAA, SOX, FDA, FERC/NERC etc.)
  • Application controls and security experiences involving ERPs
  • Sensitive access and SoD testing
115

Advisory Business Process Improvement Resume Examples & Samples

  • Business Process Re-design and Implementation:detailed process design and analysis to line up process, system and organisational elements to deliver tailored solutions for our clients issues
  • Business Process Mapping:As part of major programme transformations and other client requirements, facilitate process mapping sessions with multiple client stakeholders and lead a team of analysts to produce business process maps, process catalogues and hierarchies
  • Lean Opportunities:identifying and implementing Lean tools to help our clients operate their business processes more effectively, transforming their business processes to drive measurable performance
  • Operate as the engagement leader and so will be responsible for all aspects of project and team management from shaping the approach to ensuring profitable delivery of our services
  • Solve business and Customer-related problems issues through collaboration and teaming
  • Take responsibility for running and improving the efficiency of internal initiatives and provide thought leadership that improves EY's brand in the market
  • Develop people through effectively supervising, coaching, and mentoring junior staff
  • Conduct performance reviews and contribute to staff performance feedback
  • Contribute to people initiatives including recruiting, retaining and training Advisory professionals
116

Advisory Resume Examples & Samples

  • Bachelor degree in information technology or a related discipline, Master degree is a plus
  • Minimum of three years of relevant experience in prestigious consulting firm
  • Strong knowledge and experience of ERP systems
  • Working experience and solid technical / working knowledge of ERP applications in business operations, corporate finance or IT for at least one major ERP package (SAP, Oracle)
  • Experience as SAP / Oracle System Administrator is a plus
  • Project management skills, experience in leading an ERP implementation preferred
  • Able to work with team members who have different backgrounds and experience
  • Self-motivated and able to work under pressure
117

Ey-graduate Project Analyst, UKI Advisory Resume Examples & Samples

  • Minimum 2.1 degree
  • Grade B or above for GCSE Mathematics and English Language (or equivalent)
  • Ability to build rapport and relationships with individuals at all levels irrespective of background
  • Ability to communicate clearly and concisely in both oral and written forms
  • Aptitude to be service orientated and appreciation for what it means to be client-facing and represent our Firm in everything that you do - Capable of performing under pressure
  • Inquisitive and analytical
  • To be IT literate and receptive to new IT developments
  • Keen to face new challenges and learn new skills
118

Associate, M&A Advisory Resume Examples & Samples

  • Support the business activities of the Global Banking coverage model wherever ‘event-driven’ transactions are being originated and/or executed
  • Provide subject matter expertise within Power & Utilities coverage
  • Assist in the preparation of pitching materials to assist senior bankers to win mandates. Assist senior originator with the marketing efforts to clients and to ensure that pro-active client relationships are maintained
  • Develop and prepare qualitative and quantitative analysis
  • Manage and lead analyst involvement on work projects
  • Participate in the training of analysts
  • Promote the activities of Global Banking both within and outside the Group
  • Act as a resource for the wider Strategic Transaction Group as directed by the Head of STG/Global Sector Teams
  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
  • Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
  • Investment Banking/Corporate Finance background – minimum of three years of experience
  • Strong preference for Power & Utilities experience in the United States
  • Strong quantitative and qualitative analytical skills
  • Experience of financial modelling, valuation, and execution
  • A strong understanding of the financial markets
  • Exceptional academic credentials
  • Bachelor’s Degree in Finance, Economics, Math, Engineering, or other quantitative field of study
119

Reg Advisory Resume Examples & Samples

  • Strategic implications of regulation
  • Produce, with limited supervision, complete and accurate work. Build credible relationships with clients both by demonstrating technical skills and knowledge and also by handling complaints and customer redress appropriately
  • Provide a variety of support on client campaigns from researching new regulations to assisting effective business implementation
  • Develop presentations that are clear and impactful, translating EY services into meaningful value propositions for clients
  • Document collation and review– evidencing paper trail of transactions and analysing legal and other documents to identify key facts, anomalies, etc, for categorisation
  • Data input and reporting– of key information into spreadsheets and/or proprietary systems, by conducting detailed and summary analyses (by transition, time period or categorisation)
  • Contract reviews – analysing if requirements are adequately defined and documented
  • Regulatory remediation and quality compliance testing
  • Regulatory experience at the FSA/ FCA, a FTSE 100 Financial Services organisation, one of the other Top 4 consultancies, or another Advisory firm
  • Knowledge of CASS, governance, conduct risk, new regulatory developments such as MiFID 2 would be beneficial
  • Strong academic background which could include the following: 2:1 degree, CII Exams ( FPC / AFPC), CISI Level 4, Prince 2, CeMAP, CeFA and / or Other Financial Services qualifications
120

FS Advisory, Programme Management Resume Examples & Samples

  • Strong background of leading teams, comprising both IT and business specialists
  • Specific solution experience in the areas of Finance Transformation, regulatory change, digital or strategic change
  • Knowledge of a range of development methodologies including waterfall, agile, lean and offshore
  • Supporting the development and sale of consulting solutions
  • Team player who can quickly build rapport with the client and prove credibility
  • Bring FS and project management skills and experience that the client does not have access to internally
  • Strong presentation and facilitation skills
  • Ensure client deliverables are quality focused and delivered on a timely basis
  • Endeavour to become the trusted advisor of clients - be seen in the market place and be recognized as a first-choice solutions provider
  • Contribute to people initiatives, including recruiting, retaining and training
  • Business degree, at 2:1 or better
  • Professional Project Management Certification (preferred)
121

Advisory Resume Examples & Samples

  • Manage financial aspects of client engagements
  • Be a key contributor to growing IT Risk Consulting services in the market, for example in General IT Risk Management, Information Security, Data Protection/Privacy, IT Internal Audit, Data Analytics, ERP risk management, IT programme/project assurance etc
  • Lead and develop people through effectively supervising and coaching
122

Blackstone Advisory Partners Resume Examples & Samples

  • Development of client presentations
  • Assistance in the execution of transactions
  • Drafting of memoranda for internal and external use
123

Advisory Resume Examples & Samples

  • Deliver and implement customized analytics solutions to our clients for them to fulfill accounting, business and regulatory requirements
  • Work on a wide range of financial service risk management projects, such as credit risk modeling (model development, optimization, validation and application), impairment modeling, predictive modeling, behavior modeling, stress testing, capital management and etc
  • Manage a team to develop new approaches and ideas to fit client needs, by utilizing various quantitative and qualitative analysis, assessments and techniques
  • Provide and manage project plans, follow up with project progresses and ensure all tasks and requirements are delivered in a timely manner and of high qualities
  • Seek out the requirements from clients, build relevant data mines, extract data for analysis and perform all relevant data treatments
  • Perform quantitative analysis, and communicate insights/findings with clients’ senior management and the Board
  • Prepare and present pre-sales materials and client proposals
  • Deliver skill and knowledge transfer workshops
  • Support China team’s pursuits and solution implementations
124

Reg Advisory Resume Examples & Samples

  • To work as part of a team in identifying regulatory gaps and breaches. This could include assessing the quality of advice given by a firm in relation to financial products, assessing a firms systems and controls or validating the robustness of the measures taken by a firm to correct issues identified
  • Provide input into the understanding and application of regulatory and industry standards
  • Support the development of solutions to resolve complex regulatory risks and issues
  • Assist with the formulation of conclusions and recommendations that will be delivered to clients and other parties
  • Support the analysis of emerging regulatory issues, the articulation of an EY point of view and the development of an EY proposition
  • FPC or QCF Level 4 qualified
  • Thorough understanding of financial markets and regulatory standards and an ability to translate these into workable client solutions
  • Proven track record of assessing suitability of advice in relation financial instruments/products
  • Sound technical knowledge of financial products and / or customer-facing regulated activities (e.g. complaint handling) e
  • CeFA qualified or equivalent
  • Strong academic background, ideally to a degree level although not essential
  • Analytical skills; specifically, the ability to assess information, draw conclusions and make recommendations
125

Reg Advisory Resume Examples & Samples

  • To work as part of a team in identifying regulatory gaps and breaches. This could include assessing the quality of advice given by a firm in relation to financial products, assessing a firms systems, or validating the measures taken by a firm to correct issues
  • Provide input into the application of regulatory standards and support the development of solutions to resolve complex regulatory risks and issues
  • Assist with the formulation of conclusions and regulatory recommendations
  • Thorough understanding of financial markets and regulatory standards and an ability to translate these into client solutions
  • Experience of working with Regulatory bodies such as the FSA, FSCS or Financial Ombudsman Service
  • Proven track record of assessing suitability of advice in relation to financial instruments/products
  • Sound technical knowledge of financial products and / or customer-facing regulated activities (e.g. complaint handling)
  • CeFA qualified or equivalent and strong academic background, ideally to a degree level or equivalent
  • Flexibility to travel and work full-time on assignments, as necessary
126

Reg Advisory Resume Examples & Samples

  • Deliver subject matter expertise on key accounts by creating and sharing leading practices and market insights. Proactively seek new methodologies and tools and innovate to deliver proposals in different ways
  • Develop account plans and coordinate delivery of a range of service offerings, mobilizing appropriate resources and ensuring consistent quality. Identify challenges and, where required, escalate issues related to the client requirements including in relation to client feedback
  • Develop an understanding of client issues and preferable outcomes by surfacing diverse perspectives and differences in discussion with key stakeholders and team members. Consult at all levels of the business to align client relationship management support to business strategy and priority areas
  • Develop a wide and deep network across client organizations and professional bodies, developing lasting, mutually beneficial relationships with key stakeholders
  • Actively find new client opportunities, introduce appropriate subject matter experts and convert to revenue
  • Solid, senior level business development, sales and regulatory experience at the FSA/ FCA, a FTSE 100 Financial Services organisation, one of the other Top 4 consultancies, or another Advisory firm
  • Excellent influencing and powerful communication skills in order to be credible and to be able to demonstrate a thorough understanding of the strategic business drivers for EY within the SME market
  • In depth knowledge of one of the following areas: CASS, governance, conduct risk, new regulatory developments such as MiFID 2
127

Reg Advisory Resume Examples & Samples

  • Advise clients with deep technical insights and build credibility based on an understanding of their challenges related to technical matters. Assist in preparing risk assessments and annual plans for financial services clients. Provide high quality, professional day-to-day execution of engagements and projects in line with firm risk management practices for the financial services practice
  • Work on project teams focused on advisory projects and assist engagement management to successfully complete engagement objectives, including: priorities, working papers, internal reports, program development, milestones, roles and responsibilities, risks, outputs, and engagement economics, update stakeholders and escalate scope changes/timelines/issues as appropriate
  • Develop ideas to expand EY’s current offerings and initiate discussions with clients. Identify and communicate findings to senior management and client personnel
  • Supervise project work prepared by more junior professionals, providing feedback and guidance on quality outputs
  • Enable the business development process by gathering appropriate resources, gaining access to key contacts, supervising proposal writing and driving progress to completion
  • Understand firm service offerings and mentor associates, interns, and new hires
128

Reg Advisory Resume Examples & Samples

  • Produce, with limited supervision, complete and accurate work
  • Build credible relationships with clients both by demonstrating technical skills and knowledge and also by handling complaints and customer redress appropriately
  • Knowledge of FCA handbook including; Conduct of Business, SYSC, and DISP
  • Strong academic background which could include: 2:1 degree, CII Exams (FPC / AFPC), CISI Level 4, Prince 2, CeMAP, CeFA and / or Other Financial Services qualifications
129

Reg Advisory Resume Examples & Samples

  • Advise clients with deep technical insights and build credibility based on an understanding of their challenges related to technical matters
  • Assist in preparing risk assessments and annual plans for financial services clients
  • Provide high quality, professional day-to-day execution of engagements and projects in line with firm risk management practices for the financial services practice
  • Strong academic background which could include: 2:1 degree, CII Exams ( FPC / AFPC), CISI Level 4, Prince 2, CeMAP, CeFA, Other Financial Services qualifications
130

Advisory Resume Examples & Samples

  • Economic impact assessment
  • Public expenditure evaluation and appraisal techniques
  • All aspects of business case development – strategic, economic, commercial, financial and delivery
  • Regulatory impact analysis
  • Economic regulation
  • Public policy analysis and design
  • Operational and cost efficiency analysis including benchmarking and modelling
  • Market assessments
  • Risk assessment and management
  • Financial and commercial aspects of public sector procurements including contract documentation, performance and payment mechanisms, and funding structures
  • Be responsible for your own self development
  • Contribute to performance feedback for all levels of staff
  • Maintain an educational programme to continually develop personal skills
  • Oversee the work of more junior team members
131

Executive Tas-lead Advisory Mid Markets Resume Examples & Samples

  • Participate in the execution of transactions across the client portfolio, including acting as a key contact point for clients during the transaction process
  • Liaise with and advise clients on transaction strategy including tactics, deal structuring and negotiation strategy
  • Recent, relevant corporate finance experience gained in an investment bank, professional services firm or boutique
  • Experience in valuing companies using various methodologies, mainly DCF, precedent transactions and traded comparable companies
  • Able to consistently work to tight deadlines and work effectively in a team
132

Accounting Advisory Resume Examples & Samples

  • Qualified accountant
  • Audit or advisory experience
  • Technical accounting knowledge of IFRS (US GAAP would also be beneficial but not essential as you'll develop this over time); knowledge of current UK GAAP would also be an advantage
  • An interest in how the accounting environment is developing
  • Good project management skills
  • Experience with the implementation of GAAP changes and new accounting standards in the process and system landscape of our clients
  • Competencies in transforming technical accounting skills into practical solutions to the systems and processes of our clients
133

Cmas-accounting Advisory Resume Examples & Samples

  • Managing accounting complexity and change
  • Be a qualified accountant
  • Commitment to completing tasks meeting tight timescales where needed
  • Technical accounting knowledge of IFRS and UK GAAP (US GAAP would also be beneficial but not a prerequisite as you will develop this over time)
  • Good oral communication and written communication/report writing skills and ability to convey complex issues in an understandable manner
  • Good project management skills and agility to work across a range of areas
  • Experience of providing clients advice and support on practical accounting issues
  • Flexibility to travel overseas where needed
  • Experience of developing client relationships
134

Advisory, / T Specialist Resume Examples & Samples

  • Degree holder of Computer Science
  • At least 4 years of application development experience, with deep knowledge on Java development, J2EE application server
  • Knowledge and experience on IBM Systems Middleware products, such as WAS, WMQ, IIB, WODM, Lombardi, WebSphere Process Server, etc. Banking project experience or development lab experience is a plus
  • Well acquainted with application / system integration skills
  • Passion for new technology, self-initiative, good team work and highly responsible
  • Ability to articulate complex client needs and corresponding functionality in writing
  • Tracked record in technical sales and project experience preferred
  • Excellent command of both spoken and written English and Chinese (Cantonese and Mandarin)
  • Able to work independently as well as a good team player
  • Lesser experience will be considered as I/T Specialist
135

Advisory Business Management Analyst Resume Examples & Samples

  • BBA in Accounting
  • 1+ years of investment banking or accounting out of Financial Services
  • Solid communications skills
  • Ability to multitask in a fast-paced environment
  • Professional and polished demeanor
136

Advisory Resume Examples & Samples

  • A successful background in Advisory from a blue chip consulting firm or similar firm
  • Exposure in the Middle East market
  • A track record in one of the core competency or sector areas listed above
  • We are interested in talented consultants, from Executives to Managers and Directors. People who join us, get access to the very latest knowledge and technology and gain wide-ranging experience across sectors and geographies, experience that will pay dividends throughout their careers
137

UK & Ireland Advisory Resource Manager Resume Examples & Samples

  • Proactive liaison with Advisory Service Line partners, directors and managers to understand client requirements and the wider needs of the business, to facilitate effective resourcing decisions
  • Business partner with market leadership team/ account teams on projected pipeline and facilitate the resourcing of defined engagement teams with the Resource Coordinator competency leads
  • Conduct client site visits to maximise understanding of key accounts/ engagements pipeline and proactively identify where additional resources can be deployed
  • Understand the market, growth plans and overall strategy and deploy relevant actions to help the business achieve this
  • Deal with escalated resourcing issues and make decisions on conflicting demands, liaising with other members of the Resourcing team as required
  • Support the competency lead Resource Co-ordinators on the supply of resources as and when required
  • Analysis and interpretation of the business performance (utilisation/ chargeable hours/ revenue) and use metrics to ensure we are supporting the business to achieve plan
  • Proactive management of Retain Enterprise to ensure it is kept up to date and accurate at all times
  • Operational excellence – e.g. support business performance by managing trends such as time sheet issues (forecast v actual)
  • Understand current position on overall skills gaps/ availability to feed in to recruitment decisions to support future business needs (or internal lending and borrowing)
  • Manage headcount movements in and out of market (joiners/ movers/ leavers), track we are within budget, agreed leverage model etc
  • Support continuous improvement of resourcing end to end processes / projects
  • Attend regular resourcing meetings with representatives from the business
  • Attend and provide management support to the Resource management meetings
  • Involvement with Advisory Service Line Leaders around strategic business goals and other business specific matters
  • Delegate and coach members of the Resourcing team and provide guidance and support as required on day to day activities
  • Good interpersonal skills and able to consult with a wide range of people at different levels
  • Ideally has experience of working in a professional services environment
  • Proven experience within management roles within an operational, HR or resourcing/recruitment background
138

Ops Specialist, Advisory Operations Resume Examples & Samples

  • Daily, weekly, monthly billing and termination tasks in preparation for Quarterly Advisory fees processing
  • Correspondence with Portfolio Managers regarding account termination and liquidation orders
  • Assist with resolution of fee and termination inquiries and issues
  • Run Quality Controls for billing and resolve discrepancies
  • Processing – fee posting, manual batch tickets, self-biller processing and batching
  • Resolving complex billing issues
  • 0-2 years in the brokerage, accounting or financial services industry
139

Advisory Performance Improvement Resume Examples & Samples

  • Hold a third level qualification, preferably in business or science/healthcare related area or equivalent
  • At this Senior Consultant level, healthcare experience (either through business consulting or industry) is not essential but it would be an advantage. As there will be opportunities to work across our other focus sectors within the PI practice (Transport, Energy and Assets, Central Government and TMT). Experience in these sectors would also be an advantage
  • Strong business consulting and/or industry experience is required
  • Demonstrating experience in one or more of the following competencies is beneficial
  • Cost reduction and implementing Cost Improvement Plans
  • Developing, planning and implementing Integrated Care Pathways
  • Developing Integrated Business Plans
  • Carrying out Clinical Service Core Business Reviews
  • Performance optimisation in Hospitals/healthcare organisations (e.g. medical productivity; workforce planning; theatre utilization; bed management)
  • Integration and collaboration (e.g. mergers of healthcare providers such as Hospitals/ nursing home sector)
  • Social and health integration
  • Research and analysis
  • Problem solving and structured thinking
  • Presentations to colleagues and clients
  • Facilitation of workshops and meetings
  • Proposal development
  • Report writing
  • Business development
140

Advisory Performance Improvement Resume Examples & Samples

  • Hold a third level qualification or equivalent, preferably in business or science/healthcare related area. Further healthcare qualifications (for example in health management) would be advantageous
  • At this Senior Manager level, a number of years specific business consulting and/or industry experience in healthcare is required
  • Deep knowledge of the health systems in Ireland (north and south) and the UK - structure and organisation of the healthcare sector (providers, funders, commissioners and policy makers), their key issues and challenges, and current reform programs in these jurisdictions is essential. Knowledge of other health systems would also be beneficial
  • Through your career to date, building a deep understanding and capability through your business consulting experience or working within the health industry (i.e. in health providers (Trusts/Hospitals, Commissioners/funders) in one or more of the following competencies is required
  • Integrated Care Pathways
  • Integrated Business Plans
  • Clinical Service Core Business Reviews
  • Performance optimisation and operational improvements in Trusts/Hospitals (e.g. medical productivity; workforce planning; theatre utilisation; bed management)
  • Integration and collaboration (e.g. mergers of healthcare providers such as Trusts/Hospitals)
  • Social and health care integration
  • Directly managing and delivering client engagements, ensuring client satisfaction and project deliverables/client expectations are fully met
  • Business development, building on existing contacts and expansion of new relationships in the healthcare sector
  • Building the Ernst & Young's brand in the market place
  • Building strong relationships within the broader Ernst & Young health team and across the different service lines of Advisory, Assurance, tax and Transaction Advisory Services
141

Advisory Resume Examples & Samples

  • Participate in Information Security and Data Privacy engagements
  • Build strong internal relationships within Ernst & Young Advisory Services and with other service lines across the organization
  • Contribute to people-related initiatives including team building, identification of training needs, career development planning, etc
  • Enterprise risk services with a specific focus on IT, and related industry standards
  • Common IT governance and control industry frameworks, including CObIT, RiskIT, ValIT, IT industry frameworks such as ITIL and CMM
  • IT assurance and compliance
  • A broad appreciation of business processes, data structures, IT applications and infrastructure, IT processes, and governance and internal control principles
  • Infrastructure Information systems security assessment, design, architecture, implementation, management and reporting
  • Bachelor's Degree in Computer Science, Information Technology or related disciplines
142

Advisory Resume Examples & Samples

  • Bachelor or Master Degree with a minimum of 3 years’ working experience, preferably with 2 years in a business consulting role in a leading consultancy firm
  • Industry knowledge and understanding of Banking and/or Insurance businesses (e.g., business models, channels, typical structure, industry terms and issues)
  • Experience in identifying and mitigating project risks and issues
  • Strong experience in project / program delivery lifecycle (e.g., requirements, analysis, design, build, test, deploy)
  • Able to effectively capture requirements, analyze and develop business requirements and/or functional design documents
  • Able to effectively engage with business and IT teams
  • Able to structure and design project / program deliverables (e.g., business requirements documents, requirements traceability matrix)
  • Able to work effectively with Microsoft Office (Word, Excel, Powerpoint, Visio)
143

Advisory Resume Examples & Samples

  • Working with the lead partner to expand EY’s team in this fast growing area
  • Providing AML services to clients, including
  • Bachelor or Master degree of Business Administration/Law/Finance/Accounting or relevant degrees
  • Experience in AML operations experiences within Sanctions, Retail, MSB and Correspondent Banking experience
  • Strong knowledge of AML regulations and regulatory authorities, AML policies and procedures, AML risk assessments, and customer on-boarding procedures
  • Experience in suspicious activity investigation, and familiar with transaction monitoring solutions
  • Good industry contacts for business development and benchmarking
  • Sound analytical and creative problem solving capabilities
  • Group communication, negotiation and presentation skills
  • Spoken and written in English and Chinese (including Putonghua) is highly preferred
144

Advisory Resume Examples & Samples

  • Bachelor Degree in Accounting, Finance, Business Administration or related fields
  • 5-8 years of implementation experience in packaged application such as SAP, Hyperion, Cognos
  • Solid functional experience in package solution setup, configuration, analysis, design, data mapping, implementation, testing, training and documentation
  • Ability to interact with key-users and deep understanding of ERP applications, COA design, master data, management reporting
  • Excellent communication (in both written and oral) and interpersonal skills
  • Independent with strong analytical skills and ability to work under pressure
  • Previous experience in business process re-engineering and/or business case development would be an advantage
  • PMP certified and experience in consulting would be an advantage
145

Advisory Resume Examples & Samples

  • Plan, manage and report of change management activities and tasks to the program
  • Address people and communication related issues in the program
  • Prepare and maintain Communication Strategy and Plan with alignment to the overall program plan
  • To develop training strategy based on the scope of the technological changes brought upon by the program and coordinate with other implementation teams during training preparation, delivery and evaluation
  • Liaise with vendors and services providers, and manage contractual relationships and agreed deliverables
  • 6+ years working experience with at least 50% in leading consulting firms (big 4, Accenture, IBM GBS, Oliver Wyman, Mercer)
  • Proven experience in change management (change impact assessment, stakeholder management, cultural alignment, communication and training) as a consultant
  • Prefer experience with telecom, media and entertainment and technology industry
  • Fluent English and Chinese
  • Based in Hong Kong and require travel to China
146

Advisory Resume Examples & Samples

  • University graduate in Financial Engineering, Mathematics, Risk Management, Statistics or relevant disciplines
  • 7-10 years of work experiences in predictive modeling or credit risk modeling (scorecards, Basel models, economic forecasting models, behavioral models and etc.) at a major bank, corporate or consulting firm
  • Strong PC and statistical programming skills
  • Working knowledge of Excel, PowerPoint and Word
  • Proven track records of data preparation, model development, model validation, model application and model monitoring
  • Concrete knowledge on statistical modeling and quantitative techniques
  • Understanding of different regulatory requirements, such as Basel, HKMA, IFRS and etc
  • Considerable knowledge of credit risk beyond the quantitative aspects
  • Experience of managing small groups of quantitative analysts and/or credit risk specialists
  • Strong aspiration to progress further and work under pressure
  • Fluency in spoken and written English and Mandarin / Chinese
147

CIO Advisory Consultants Resume Examples & Samples

  • Consulting to executives and board members and developing long term trusted relationships
  • Identifying opportunities for and securing new business
  • Leading proposals and bid teams and managing the delivery of high quality technical proposals
  • Providing quality assurance and monitoring risks
  • Liaising with service line teams, functional specialists and Area Partners
  • Developing and delivering training materials
  • Mandatory experience
  • Significant, in-depth experience in a number of technical roles
  • Substantial experience working in IT Strategy and/or Enterprise Architecture leadership roles, with a strong track record in the delivery of recognised transformation during this time
  • Recognised expertise in one or more fields of strategy and architecture
  • Working in a consulting or service provision environment, including internal consulting or advisory roles
  • Leading mixed teams of all sized in the delivery of projects
  • Presentation to clients at all levels up to and including CIO/CTO
  • Recognised expertise in at least one Financial Services industry, such as banking or insurance, with deep knowledge of the concepts and language used
  • Experienced in leveraging current technologies and trends, and demonstrating their applicability to Financial Services organisations
  • Experience of more than one FS sector, ideally experience across all sectors
  • Knowledge of key industry platforms and packages (e.g. core banking, clams)
  • Working in a big-4 or similar consulting environment, with knowledge of the key processes and culture of a consulting firm
  • Experience of digital transformation and technologies
  • Consulting at all levels up to CIO/CTO and developing trusted advisor relationships
  • Supporting proposals and bid teams
  • Managing an assignment, including on-site EY and client teams
  • Developing high quality deliverables, including IT strategies and operating models
  • Reviewing IT costs and identifying opportunities for optimisation
  • Liaising with service line teams, functional specialists and Area Partner
  • Leadership, working under pressure, motivating others
  • Substantial experience working in IT strategy, with an awareness of common IT strategies and operating models (including on and off shore delivery and as-a-service provision), IT cost models and IT governance
  • Leading small to medium sized teams in the delivery of strategic projects
  • Working in at least one Financial Services industry, such as banking or insurance, with good knowledge of the key terms and concepts
  • Knowledge of current technologies and trends and their applicability to Financial Services organisations
  • Experience of working in more than one FS sector, and ideally some experience across all sectors
  • Leading the production of significant proposal content and deliverables
  • Translating requirements into architecture deliverables, including conceptual, logical and physical architectures
  • Reviewing existing technical architectures, identifying risks and issues and making recommendations
  • Experience in a number of technical roles
  • Significant experience working in IT architecture, with knowledge of architecture methods, tools and processes
  • Crafting high quality deliverables individually and in teams
  • Leading small to medium sized technical teams
  • Experience of working in more than one FS sector
  • Preparation of proposals and sales materials
  • Delivery of both Enterprise and Solution Architectures, and knowledge of key frameworks such as TOGAF and Zachman
  • Experience of the full lifecycle from architecture through to implementation
  • Consulting with EY and client staff
  • Supporting proposal creation and bid teams
  • Producing high quality proposal materials, working with technical and creative staff
  • Managing proposal and project commercials
  • Delivering client assignments, and being a key part of on-site EY teams
  • Producing a range of client deliverables
  • Developing and maintaining relationships with client staff at all levels
  • Developing the necessary technical and commercial skills to deliver a range of advisory services
  • Working under pressure and within teams
  • Experience working in a consulting or service provision environment, including internal consulting or advisory roles
  • Working in a wide range of projects and team sizes
  • Knowledge of at least one Financial Services industry, such as banking or insurance, including the key terms and concepts
  • Awareness of current technologies and trends
  • Experience of working in IT strategy or IT cost reduction projects
  • Knowledge of the common functions in a typical IT organisation
  • Experience of working with emerging technologies such as cloud or mobile computing
148

Advisory Resume Examples & Samples

  • Provide IT advisory services to FS client in APAC with a focus in Hong Kong, such as security transformation, Identity and Access Management (IAM), Cyber Threat Analytics and Management (CTM), Data Loss Prevention (DLP) and Resilience etc
  • Help our clients to design their cyber security strategy and roadmap, manage security project, conduct gap analysis, design process integration and conduct training & workshops; or from a technical perspective, to design client’s security architecture, implement and customize security solutions etc
  • Demonstrate and apply a thorough understanding of complex cyber security solutions and framework systems (including risk management and internal controls), use knowledge of the current business/IT environment and industry trends to identify the engagement and client service issues and communicate this information to the engagement team and client management through written correspondence and verbal presentations
149

Advisory Resume Examples & Samples

  • Participate in FSRM engagements
  • Help prepare for meetings with target management teams, and participate in these meetings
  • Contribute to people initiatives, including recruiting and retaining FSRM professionals
  • Strong academic background, including a Bachelor’s degree in Accounting, Finance, Economics or a related field
  • One year of related work experience
  • Relevant experience in banking/capital markets at a commercial bank with a well developed credit risk management infrastructure; or comparable experience working as an advisor to financial services companies
  • Chartered Financial Analyst (CFA) qualification preferred
  • Experience in treasury and capital markets risk management practices, processes and products
  • Knowledge of a broad range of treasury instruments and the complex financial products used to manage risk (including all short and medium term money market instruments, foreign exchange, and interest rate derivatives)
  • Strong mathematical and problem solving skills
  • Ability to present complex information in a clear and concise manner
  • Strong communication and relationship building skills
  • Understanding of leading practices in treasury governance, processes, procedures and internal control environment
150

Advisory Resume Examples & Samples

  • Good experience in logical, conceptual and physical IT architecture design applied to user interface, application, data and/or IT infrastructure
  • Experience in software customization and/or business application development (e.g. Java; C#; PL/SQL
  • Experience in building budget and/or project plans for IT project
  • Fluency in Microsoft Office (Word, Excel, Powerpoint, Visio)
  • (Preferred) Industry knowledge with understanding of Banking, Capital Markets, Asset Management and/or Insurance (e.g. customer channels; financial instruments; operations; regulatory constraints)
  • (Preferred) Business domain / solution experience (e.g. internet banking; trading platforms; rules/workflow engines)
  • (Preferred) Experience in technical business case development – quick solution infrastructure and integration effort sizing; total cost of ownership calculation
  • (Optional) Experience in IT sourcing / multi-sourcing
  • (Optional) Experience in IT operations management (incl. ITIL)
  • (Optional) Experience in IT finance
151

Advisory Service Resume Examples & Samples

  • ODS/ETL/Data Warehouse/DataMart/Analytical Application/Business Intelligence/BI Portal
  • Familiar with DW/BI product such as DataStage, Taradata, Hyperion, Cogonos, Business Object, etc
  • Data Warehouse/ODS/ETL/Analytical Application Implementation Experience will be plus
  • Good at people communication, writing and facilitation skill
152

Advisory Resume Examples & Samples

  • Work with high-growth clients and other market leaders in industries such as retail, consumer products, media & entertainment, property development and management, education and health scienc
  • Work closely within the team and across different domains. Support managers in developing the scope of services with risk management, business and process controls transformation, corporate governance review and executive client management, guiding the team in the development of cost-effective and practical recommendations for improvement, and monitoring engagement economics
  • Develop and maintain productive working relationships with client management and a commitment to client satisfaction. Understand the client’s industry and recognize key performance drivers. Gain acceptance on a wide variety of issues impacting the client
  • Participate in the career and performance development of the Risk practice by training new staff and providing timely and specific performance feedback. Foster teamwork and innovative, share knowledge with team members and enhance service delivery. Leverage ideas from other project engagements to enhance knowledge and create efficiencies
153

Advisory Resume Examples & Samples

  • At this Senior Consultant level, there will be opportunities to work across our focus sectors within the PI practice (Health, Utilities, Transport, Government) so experience in these sectors would also be an advantage
  • Strong experience with a blue chip consulting firm or blue-chip industry/government organization. A consulting/professional services background is highly desirable
  • You will have a strong academic background including a third level degree
  • You will be highly numerate with excellent writing and presentation skills
  • You will have a proven track record of outstanding performance and a high level of people and business skills
  • Your background will be in the transport, construction, utilities, energy or other infrastructure sectors
  • Within these sectors you will have skills and experience in many of the following areas
  • Capital planning, construction and/or asset management
  • Business case development and benefits management
  • Efficiency analysis and cost reduction
  • Supply chain management
  • Procurement including contract structuring and development, negotiation and evaluation
  • Financial and/or operational modelling
  • Project, programme and portfolio management
  • Programme assurance
  • Value and Risk Management
  • Procurement and supply chain management
  • Strategic procurement
  • Restructuring and business turnaround
  • Risk and contract management
  • Institutional strengthening and governance arrangements
  • Flexibility to travel
154

Advisory Resume Examples & Samples

  • Digital Strategy and Solutions
  • Customer Operations and Billing
  • Customer research (VoC), design, development and execution of small to large scale customer journey initiatives
155

Advisory Performance Improvement Resume Examples & Samples

  • Performance optimization and operational improvements in Trusts/Hospitals (e.g. medical productivity; workforce planning; theatre utilization; bed management)
  • Managing teams in the delivery of small scale projects, or work streams within larger projects
  • Providing guidance for research and analysis activities by the team
  • Proposal development - playing a key delivery role in the drafting of tenders and proposal documents
  • Report writing - developing well developed drafts of project reports and presentations
  • Business development - identifying opportunities for business development and developing a pursuit plan
  • Managing teams within internal or external projects
156

Executive, TAS, Lead Advisory, TMT Resume Examples & Samples

  • Model the financial implications of transactions
  • Creative in the sourcing and use of information and able to make sensible assumptions where appropriate
  • Absorb new technical information quickly, and quickly develop a deep understanding of the strategic rationale for transactions
  • Research and analyse key value drivers at a market and business level
  • Research thoroughly and present information clearly. Prepare client reports advising on fund-raising, restructuring, acquisitions and dispos
  • Prior exposure and good knowledge of the Telecoms, Media and Technology sector , themes and major players
  • Hunger to understand strategy and finance – to become a deal maker
  • Confidence to deliver advice and board level deliverables
  • Self awareness to seek feedback on performance and drive own development
  • Demonstrate strong numerical and financial skills and an understanding of financial statements
  • Strong academic record, including a MBA or equivalent
  • Previous experience working in a professional services or Consulting background
  • Professional services qualification such as ACA / CFA or equivalent
157

Advisory Customer Telephony Manager Resume Examples & Samples

  • Customer Experience Led Transformation
  • Telephony Strategy Development
  • Call Centre Operations
  • Call Centre Service Excellence
  • Customer Strategy
  • Channel Shift
  • Customer Analytics
  • Customer Value Management
  • IT/Data Enabled Customer Transformation Programmes
  • Customer acquisition, customer on boarding, customer development, customer loyalty, and customer win-back initiatives
  • Knowledge of Telephony Infrastructure and Hardware Procurement
  • Management consulting experience in customer strategy and customer transformation related to improving customer strategy, customer profitability, customer retention and cross sell programs
  • Strong background in enabling technologies driving customer transformation programmes
  • Experience of delivering Customer Experience improvements & financial benefits through projects that have changed how a business operates
  • Strong academic record including a third level degree, preferably in Business/Commercial and IT
158

Private Bank-capital Advisory Business Manager Resume Examples & Samples

  • Proactive, strategic thinker
  • Finance and accounting experience
  • Well recognized as having outstanding people leadership and management skills
  • Client focused with a tenacity to resolve issues and conflicts
  • Minimum 4 years of relevant experience; specific industry related experience preferred
159

Advisory Mandate Specialist Resume Examples & Samples

  • Act as local Advisory Mandates specialist and point of entry for all product inquiries from stakeholders
  • Product Life Cycle management and review (e.g. training to markets, product documentation ) with a variety of internal stakeholders
  • Future Advisory Mandates product developments
  • Support on UBS Advice offering promotion and sales both internally (SAM, desk meetings, ..) and externally (client pitches)
  • Ensure local investment content (from CM, IF and other product functions) is fed optimally into Cornerstone via the HK/SG Cockpit team
  • Support on day to day operational elements as well as develop future enhancements in the process (account management, respect of contractual engagements)
160

Advisory Resume Examples & Samples

  • Support IT audit manager in the updating and maintenance of the audit strategy and plan
  • Handle of IT internal control project, IT audit, general computer/application control review, documentation and testing, and other IT risk advisory services for client companies
  • Execution of SOX IT audits and attestations
  • Provide feasible recommendations for improvement
  • Document the audit work performed and draft internal audit reports
161

Administrative Manager for Merrill Edge Advisory Center Resume Examples & Samples

  • Work with sales and service partners to support strategic initiatives and resolve day-to-day issues
  • Supervise proper registration for FSAs and support staff
  • Respond to client sales practice complaints
  • Perform supervisory reviews including
  • Must have FINRA Series 7, 8 or 9/10, 63/65 or 66 to be considered for the role
  • Strong Leadership and Communication skills
  • Merrill Edge or Advisory Branch Office supervisory experience preferred
  • Familiarity with compliance and regulatory issues
162

Advisory Resume Examples & Samples

  • Experience in providing and managing advisory services in a Customer Strategy, Customer Operations, Commercial or Sales and Marketing function
  • Experience of identifying, driving and measuring customer improvements within organisations across multiple sectors and sizes
  • Understanding of the levers available to drive Customer Programs across Data and Analytics, Insights, Propositions and Campaigns, Channel Migration and Transformation and Organisation Change
  • Strong internal and client relationship focus
  • Excellent Project Management skills
  • Deep experience in at least one of the following: Omni Channel Design and Implementation, Customer Analytics and Use, Marketing Effectiveness, Customer Management Information and Reporting, Customer Lifetime Value and Optimisation programs, Go to Market Strategy, Customer Base Management, Digital Innovation and Integration, Payments, and Campaign Management
  • Demonstrable commercial acumen
  • Interested, and willing to invest resource, in team members and colleagues
  • Strong communicator internally and externally
  • Sharp, analytical approach to problem solving
  • Strong academic record including a third level degree, preferably in business/technology/analytics
163

Advisory Resume Examples & Samples

  • Experience in providing advisory services in a Customer Strategy, Customer Operations, Commercial or Sales and Marketing function
  • Deep experience in at least one of the following: Omni Channel Design and Implementation Customer Analytics and Use, Marketing Effectiveness, Customer Management Information and Reporting, Customer Lifetime Value and optimisation programs, Go to Market Strategy, Customer Base Management, Digital Integration, and Campaign Management
  • Inquisitive with an analytical approach to problem solving
164

Ey-location Advisory Resume Examples & Samples

  • Location advisory knowledge from delivering similar engagements
  • Real estate, facilities management and property development
  • Client experience in areas such as Financial Services, Health, Government, Pharmaceuticals, Local Public Services and Utilities
  • Strong quantitative skills and exceptional commercial acumen
  • Ideally possess an accounting, financial or relevant industry qualification
  • Programme Management and client advisory experience
  • Demonstrates first class organization and self-management skills
  • Analytical in approach and confident in working with clients and colleagues
  • Work within client-focused teams to provide commercial and financial advice, technical input and client support
  • Ability to work and lead on a range of engagements
  • Interpret and understand complex data sets and financial models producing clear analysis to support client needs
  • Analyse and evaluate proposals / bids received on behalf of programme sponsors
  • Lead the development of reports, presentations and other key work products
  • Support senior team members in developing service offerings and business development opportunities
  • Proactively pursue technical development
165

Advisory Associates Resume Examples & Samples

  • Work as a member of Advisory team and gradually progress to the experienced level
  • Maintain a professional attitude towards client needs, responding in a timely manner to clients' requests
  • Display good listening skills and asking appropriate questions from clients
  • Provide feedback to the team about clients’ needs so that EY responds effectively
  • Take responsibility for understanding and fulfilling assigned roles and key responsibilities
  • Collaborate constructively with colleagues, building strong working relationships based on honest communication and mutual accountability
  • Identify areas of risk and risk mitigation
  • Identify areas of process improvements, including efficiency and cost effectiveness
  • Complete and document assigned work in line with work plans/budgets, set out expectations and EY quality standards to achieve expected outcomes. Take responsibility for correcting any errors or omissions
  • Analyze and clearly present data and other information to identify significant trends or key improvement ideas
  • Accurately identify client improvement ideas or risk gaps and communicate clear explanations and suggested actions to the project team. Respond promptly to all client requests while adhering to review procedures
  • Communicate ideas to improve work in progress, surfacing problems and opportunities with the team
  • Understand and apply the correct methodology, tools and technology. Meet relevant performance measures
  • Attend Firm's training programs
  • Contribute to EY’s knowledge-sharing culture by participating in forums, networks, and communities
  • Understand and consistently follow EY values and policies
  • Demonstrate commitment to EY and professional standards and to enhancing our brand with clients, regulators and other stakeholders
  • Industry / firm experience
  • Internee experience
  • Voluntary work
  • Community service
  • CA FTS 7 or above . CA students will be preferred. ACCA (passed up to P2), CFA (passed Part 1), CIA, ICMA, CIMA, FRM, ICAEW (Fundamentals passed). BBA / MBA (LUMS and IBA). Preference will be given to candidates with good O and A level results, good Matriculation, Intermediate and BA/Com results, foreign graduates. Furthermore, preference will be given to candidates who have passed the above examinations in the first attempts and multiple qualifications
  • Good presentation and writing skills
  • Strong communicating skills
  • Preference may be given to candidates who are fluent in other foreign / regional languages
166

A&D Advisory Team Analyst Resume Examples & Samples

  • Build and develop presentation and marketing materials to facilitate the transaction process
  • Support business development activities, including researching, analyzing and preparing client proposal books
  • Analyze industry and company information and conduct industry research on transactions and trends in the U.S. E&P market
  • Effectively pull, organize and analyze large data sets applicable to a particular client or asset from industry software such as IHS, PLS, etc
  • Contribute to the deal team by working alongside peers and senior professionals to execute A&D transactions from beginning to end
  • Proficient in Microsoft Excel and PowerPoint
  • Analytical skills with strong attention to detail, highly organized and proactive
  • A team player who can excel in a fast paced, challenging work environment
  • Highly motivated with demonstrated ability to manage conflicting priorities and requests
  • Experience/exposure to the oil and gas E&P industry, a plus
167

Emeia Advisory Knowledge Leader Resume Examples & Samples

  • Builds strong relationships with SL leadership at Area level. Active member of the Area Leadership Team
  • Determines knowledge needs of Area Advisory practice by liaising with Area Leadership Teams
  • Provides input into global governance and priority setting, works with the Global Advisory Knowledge Lead to validate needs / priorities
  • Drives implementation of global knowledge priorities for Advisory, accountable for Area implementation targets
  • Works with Global / Area functional teams and EYK teams to deliver on priorities
  • Develop KPIs for knowledge and ongoing measurement / performance tracking
  • Develop management reporting for key stakeholders as it relates to knowledge and achievement against strategic goals
  • Development and tracking of EMEIA Knowledge project plans, objectives and metrics
  • Support sector, service line and competency communities
  • Lead the EMEIA team of Knowledge Managers providing direction, guidance, and feedback
  • Stakeholder management and communications (Execs, Sub Area Leaders, Sub Service Line Leaders, Sector leaders, Competency leaders)
  • Build awareness of Knowledge through structured communications at various Advisory events, ie AECE, New Senior programs, AEO, sector Learning events, milestone events, geography based events, other training/group events
  • Transfer/Rotational role 1 year into EYK BU
  • Senior Manger grade/ Manager 3 grade
  • In-depth knowledge of Advisory service lines / competencies
  • Ability to build and develop senior relationships
  • Proven track record of operational excellence
  • Understanding of EYK Services and ability to articulate the value they bring to the business
168

Advisory Group Resume Examples & Samples

  • Candidate must have completed an undergraduate degree
  • Current experience as an investment banking Associate (or related financial position)
  • Strong communications, multi-tasking and time management skills
  • Experience within the TMT/Industrials sector
169

Reg Advisory Resume Examples & Samples

  • Customer contact experience via telephone and letter
  • Experience of identifying and calculating appropriate redress solutions
  • Current knowledge of the Regulated Investment Suitability Regime and conduct of business including a range of all Investment products
  • A working knowledge of regulated sales processes and associated sales documentation including fact finds and suitability letters
  • Recent experience of working on regulatory driven reviews with a particular focus on investment suitability in the wealth management sector - including - ideally directly experience of working in response to and with/for the Regulator (FSA and FCA)
170

Executive Assistant, Advisory, Brisbane Resume Examples & Samples

  • Have the ability to quickly understand the PEDDs key clients and stakeholders, and be able to build relationships with key client EAs in order to help facilitate the PEDDs’ goals, help secure time in client calendars, and to also help prioritise PEDD time to priority stakeholders
  • Organise and manage comprehensive diaries, arrange complex meetings, and organise travel and accommodation
  • Understand the importance of assisting senior internal stakeholders of the firm
  • Screen phone calls and messages, emails, documents and follow-up actions, referring to the relevant team member when appropriate
  • Prepare and revise documents including presentations, emails, agendas and papers for meetings
  • Manage matters of a confidential nature
  • Work collaboratively with the EA ESS Team
  • Work with the PEDD and the team to deliver consistent high quality administration and support
  • Organise and manage events, including logistics related to venue bookings, catering and equipment, and liaise with both clients and internal parties
  • Proactive self-starter who can work autonomously
  • Experience and confidence working with Partners, clients and other stakeholders
  • Exceptional time management and organisational skills
  • Strong rapport building and interpersonal skills
  • High level attention to detail and consistency of output
  • Ability to understand professional pressures and remain resilient under these circumstances
171

Operations Technician Advisory Account Processing Resume Examples & Samples

  • Business related Associate’s Degree.Undergraduate degree desired
  • 2-3 years of experience within the financial services industry. 3-5 years of advisory account processing experience desired
  • Series 7 and Series 66 license strongly recommended
  • Computer proficiency including Microsoft Office products, especially Word, and Excel. Able to copy/paste reports, run queries in MS Access and understand results
  • Managing one’s own time and priorities to ensure the meeting of deadlines with high attention to detail
  • Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology
  • Ability to choose right methods or formulas to solve a problem, perform calculations and reconciliations
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems with problem solving aptitude
  • The ability to communicate information and ideas in spoken or written form so that others will understand
  • Able to communicate well with supervisors and peers
  • Knowledge of principles and processes for providing outstanding customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. And the ability to work well in a team environment and high level organizational skills
172

Account Manager, WM Advisory Resume Examples & Samples

  • Monitor daily all current and outstanding capital structure offers, and ensure that capital structure decision deadlines are met. Communicate information on current offers, relevant research recommendations and any other related information to Portfolio Managers. Coordinate preparation of asset allocation analyses and presentation materials for existing and prospective clients
  • Monitor Portfolio Managers’ desks in their absence. Distribute investment research and portfolio construction information when and where appropriate. Read, understand and abide by the Personal Financial Services Portfolio Manager Guidelines. Work diligently toward mitigating losses due to error, and be mindful of possible contingencies. Work on special projects as assigned
  • 1-5 years of experience in the financial services industry. Proficiency in Microsoft Excel & PowerPoint a must. Strong verbal and written communication skills are imperative. Desire to pursue CFA or CFP designations a plus
173

Advisory Performance Improvement Resume Examples & Samples

  • You will be responsible for your own self development
  • You will contribute to performance feedback for all levels of staff
  • You will contribute to people initiatives including recruiting, retaining and training Performance Improvement professionals
  • You will maintain an educational program to continually develop personal skills
  • You will understand, follow and communicate workplace policies and procedures to all levels of staff
  • To support delivery of large business transformation programmes
  • You should have solid business consulting skills and be able to work consultatively on a strategic or operational level
  • You must have a proven track record of outstanding performance and display a high level of people and business skills
  • You will be at ease with a consultative approach and looking to reach your full potential
174

Advisory Performance Improvement Resume Examples & Samples

  • At this Manager level, there will be opportunities to work across our focus sectors within the PI practice (Health and Life Sciences so experience in these sectors is required
  • At least 5 years with a blue chip consulting firm or blue-chip industry/government organization in in healthcare, clinical / health service / health provider (e.g. pharma, med tech, pharma) background
  • Proven experience in business development such as client relationship management and proposal support
  • A strong background in large scale systems implementation, preferably ERP, CRM, Enterprise Intelligence/Analytics and/or clinical systems, from planning to management of analysis, design, testing, data migration, cut-over and post implementation processes. Senior stakeholder management and communication and engagement experience is also beneficial
  • Demonstrating experience in one or more of the following competencies is essential
  • ERP and/or clinical systems implementation (SAP, Oracle, MS Dynamics)
  • IT Strategy and Architecture
  • Enterprise Intelligence/Analytics; PMO and IT governance
  • Technology enabled healthcare / connected health
  • Healthcare performance improvement e.g. wait time reduction, cost reduction IT Sourcing; and/or
  • Contribute to people initiatives including recruiting, retaining and training ITA professionals
175

Advisory Performance Improvement Resume Examples & Samples

  • Lean Opportunities: identifying and implementing Lean tools to help our clients operate their business processes more effectively, transforming their business processes to drive measurable performance
  • Business Process Mapping: As part of major programme transformations and other client requirements, facilitate process mapping sessions with multiple client stakeholders and lead a team of analysts to produce business process maps, process catalogues and hierarchies
  • Business Process Re-design and Implementation: detailed process design and analysis to line up process, system and organisational elements to deliver tailored solutions for our clients issues
  • Process Assurance: deliver business process diagnostic on current process performance, identifying risks and controls and implementing an action plan to remediate issues
  • Continuous Improvement: using Lean and Six Sigma tools, as part of an EY toolkit, deliver end-to-end Business Process Improvements and drive operational and behavioural change
  • Manage the financial aspects of engagements by organising staffing, tracking fees and communicating issues to Partners and Directors
176

Mifid, Advisory Resume Examples & Samples

  • Experience of investment banking, asset management and private banking
  • Mifid II knowledge
  • Excellent understanding of the UK regulatory system and EU legislation
  • Ability to identify key issues and either advise on them or source suitable advice within and outside the firm
  • Reliable and organised self-starter that takes end-to-end ownership of matters
  • Strong analytical and communication skills, in particular good drafting skills and ability to present complex issues to mixed specialist and non-specialist audiences
  • Experience of advising large firm-wide regulatory change programmes highly desirable
  • Strong influencing skill
177

Portfolio Manager National Advisory Centre Resume Examples & Samples

  • Working collaboratively with relationship managers to address and satisfy client’s investment needs
  • Providing life-based wealth advice and solutions, focusing on enabling client goals through a richer and ongoing client discovery process that is continuously being integrated into the client’s life plan
  • Based on an intimate understanding of the clients' situation, identifying and communicating new business opportunities to the relationship manager, throughout the lifecycle of client relationships
  • Actively supporting the client’s wealth strategy and participating in the client’s annual Financial Plan review process
  • Regular monitoring of client accounts to ensure optimal profitability is maintained in each relationship
  • Maintaining client portfolios in accordance with established firm strategy which includes, utilizing established Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
  • Ensuring the suitability of wealth and investment recommendations are aligned with clients’ financial goals, objectives and risk levels
  • Adhering to bank and firm standards, policies and business practices to ensure that Private Client Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
  • Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
  • 3-5 years in an portfolio advisory, research or analyst role
  • Meets all regulatory requirements to be registered with the Ontario Securities Commission
  • CFA or CIM (or predecessor CIF), is required
178

Sustainability Advisory Resume Examples & Samples

  • Advise EY's clients on sustainability related services
  • Maintain a strong client focus across multiple client engagement teams, sharing responsibility, providing support, developing relationships and maintaining communication with senior team members
  • Perform sustainability-related audit procedures; evaluate and test processes and related controls; participate in client meetings and assist in preparation of reports
  • Highlight potential opportunities for new engagements. Seek, develop and present ideas to apply EY's services
  • Gather, analyse and distribute sustainability intelligence to our clients and the practice
  • 1-2 years of relevant work experience, for example applying audit and analytical techniques in relation to non-financial performance information, including environmental data
  • Ideally experience in large organizations in the field of Sustainability strategy and implementation. Prior consulting experience an advantage
  • Strong commercial skills - an entrepreneurial mind set and good understanding of business processes
  • Strong technical, quantitative and analytical skills
  • Ability to think laterally and adapt previous experience and solutions to new projects
  • Flexible in attitude to deal with GCC mindset
  • Undergraduate degree (or equivalent) in a relevant discipline, for example engineering or environmental science
  • Relevant professional qualifications an advantage
179

Sustainability Advisory Resume Examples & Samples

  • Sustainability transformation
  • Sustainability Strategy and PMO
  • Sustainable supply chain
  • Valuing sustainability
  • Work as part of a wider team to support business development efforts, win project work and advise EY's clients on sustainability advisory and related services
  • Contribute to the development of a market leading team that is capable of providing board level strategic advice and winning large transformation engagements that leverage the wider competencies of EY
  • Raise EY's profile in the market esp in relation to the sustainability debate
  • Understanding of the key sustainability issues and drivers and how they link to business value
  • Proven track record of project management and delivery - in particular large scale consulting engagements around sustainability. Prior consulting experience an advantage
  • Deep understanding of sustainability best practices in areas of transformation, supply chain, digitization, business model innovation and value measurement
  • Ability to work in a fast-paced, dynamic team and environment, managing team members to successfully deliver projects
  • 5+ years of experience in a position focused on sustainability advisory
180

Asean Advisory Operations Manager Resume Examples & Samples

  • Relevant work experience in sales operations and project management
  • Work on own initiative unsupervised and ability to juggle conflicting demands on time and prioritize effectively
  • Excellent written, oral, presentation and facilitation skills
  • Strong Excel, Word and PowerPoint skills
  • English language skills are essential (written and spoken)
181

Ey-resource Assistant Resourcing Advisory Resume Examples & Samples

  • Produce reports for Service Line teams and analysis where directed
  • Preparation of Resourcing information for Operations and Resourcing calls/meetings
  • Maintain accurate Service Line/Sub Service Line trackers where required
  • Undertake basic Resource Management tasks as defined by your Service Line Manager
  • Work with the Central Retain Team (CRT) to maintain accurate Retain Enterprise records based on data feed from Service Line teams & business
  • Attend Operations calls and meetings when necessary to ensure actions are tracked and undertake live Retain updates where necessary
  • Following client requests through to completion, aiming to resolve any potential issues and escalating major incidents or client issues to Service Line Manager
  • Ability to flex and adapt to working in a changing environment, demonstrating an ability to quickly build relationships based on doing the right thing, being open and honest
  • Organised – strong time management and prioritisation skills. Ability to multi-task
  • Experience in a client-driven professional environment would be an advantage
  • Strong MS Excel and reporting based skills for preparing and manipulating reports
182

Advisory Group Resume Examples & Samples

  • Outstanding academic record with a minimum Bachelor’s degree in Economics, Finance or a related discipline
  • Prior experience in TMT/Industrials sector gained from deal exposure within Investment Banks
  • Experience of conducting commercial and financial due diligence
  • Must have knowledge and experience in M&A, debt financing and IPO transactions (across TMT and/or Industrial sectors)
  • Must have prior experience of using Bloomberg and Capital IQ
  • Must have strong quantitative and technical abilities
  • Experience in training junior members of the team
  • Should be driven, enthusiastic and creative
  • Must have personal integrity, initiative and leadership qualities
  • Strong communications and excellent interpersonal skills essential
  • Multi-tasking and time management skills required
183

Trade Advisory & Ibc-manager Resume Examples & Samples

  • Trade advisory support
  • Ability to execute and exceed both internal and customer expectations in a team-oriented operations environment
  • Information must be expressed coherently and accurately to key people in a timely manner
  • Confidence, self-motivation and plenty of initiative
  • Strong sense of ownership and accountability for work
  • Ability to work in team environment
  • Enthusiasm and strong desire to work in advisory role
184

Trade Advisory & Ibc-avp Resume Examples & Samples

  • Client management
  • Risk and control
  • Bachelor’s degree – 7-8 years of experience in trade operations/services/advisory/compliance roles
  • Post Graduate (preferably Finance) – 4+ years of experience (trade operations/services/advisory/compliance roles)
  • Comprehensive understanding of UCP, ISBP, URR, Trade Services Products, AML/Sanction programs and trade finance products
  • Ability to build working relationships with stakeholders
185

Advisory Emeia BMC Leader Resume Examples & Samples

  • Manage relationships with key Advisory stakeholders across the BMC EMEIA organization and alignment with the other AREA leaders to create synergies and smarter use of established programs elsewhere as well as subject matter resources for programs
  • Enable and deploy BMC programs in EMEIA, working with the business to find sponsors and champions
  • Play a leading role in creating best-in-class (sales) campaigns
  • Execute the plan of the particular campaigns with a focus on delivering results and business outcomes that build brand, expand relationships and ultimately drive revenue with clients and prospects
  • Maintain up-to-date knowledge on BMC issues, trends and long-term implications for EY’s GTM approach
  • Maintain up-to-date knowledge on Advisory issues as well as knowledge in defined sectors
  • Deliver on practice and BMC strategic priorities; align BMC initiatives with EY’s market leadership and revenue goals; achieve the desired results; communicate the BMC value proposition
  • Assert own ideas and persuade others; gain support and commitment from others; mobilize people to take action; use creative approaches to motivate others to meet practice and BMC strategic goals; engage with leaders effectively to gain sponsorship for activities
  • Develop appropriate project plans in alignment with BMC project management methodologies and effectively partner with internal and external stakeholders to execute these project plans
  • Demonstrate the ability to manage several projects concurrently; demonstrate time management and organizational skills
  • Be a strong team player and lateral thinker, flexible and comfortable working collaboratively, virtually and independently
  • Understand EY’s business; effectively navigate EY’s and BMC’s matrix organization to access, inform and engage the right people at the right time
  • Demonstrate excellent communications and networking experience and skills in a wide range of situations and with people at all levels within the organization, including global leadership
  • Demonstrate strong communications skills and knowledge, skills and abilities concerning global business fundamentals, and cross-cultural/geographical sensitivities
  • Approx. 3
  • Good communication abilities, which are required to connect the dots within BEC and beyond
  • Ability to influence and build collaborative relationships in BMC and beyond
  • Ability to challenge views and perspectives without harming own acceptance within BMC and beyond
  • Ability to influence and build collaborative relationships with business stakeholders
186

Advisory Resume Examples & Samples

  • Establish formal project plans, protocols and
  • 1) Communication
  • Prepare Area meeting PPT
  • Be the contactpoint of Apac operation communication – say sometimes Apac’s operation leader or partner may need some statistics or information, she will be the contact
  • Bachelor Degree in Accounting and Finance
  • At least 5 years’ experience in finance related roles and management role
  • Previous experience in a professional service environment
  • Excellent project and commercial management skills
  • Sound understanding of the firm’s Service Lines, Go-to-market strategy and our external market
  • Confidence to provide a point of view and to challenge at Partner level
  • Ability to work successfully as part of a team and to work with multiple stakeholders at all levels
  • Proven ability to manage multiple agendas and always meet demanding time frames
  • Strong networking , problem-solving and relationship development skills
187

Advisory Resume Examples & Samples

  • IT General Controls and Application Controls
  • Data Analytics
  • Service Organisation Control reports
  • Compliance with various frameworks
  • Assist other Advisory sub-services such as Internal Audit, Performance Improvement, and Security
  • Constantly seek and adapt to new challenges
  • Support and collaborate with the team throughout the engagement lifecycle (qualify, pursue, deliver and close) to achieve exceptional client service
  • Bilingualism: strong written and verbal communication skills in both French and English
  • Bachelor's degree in engineering, computer science, information systems, business and/or other related major
  • Possess or be actively pursuing information systems auditing certifications or accounting designations such as Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), and Certified Information Systems Security Professional (CISSP), Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), and Certified General Accountant (CGA)
  • 0 - 5 years of experience in the field of IT auditing, information technology operations or internal audit; and
  • Experience with SAP ERP, data analytics, or IT security would be considered an asset
188

Advisory Graduates Resume Examples & Samples

  • Work effectively as a team member, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
  • Help prepare for meetings with client management teams and participate in these meetings
  • Help prepare reports and schedules that will be delivered to clients and other parties
  • Industry related certification (e.g., CPA/CA, CMA, RICS)
189

AVP FCC & RC CMB Advisory Resume Examples & Samples

  • Positions designated as “general compliance” are typically focused on one or more major lines of businesses within the Company (i.e. RBWM - Consumer Lending, Retail & Commercial Banking, Card Services. CMB - Commercial Banking, Payments & Cash Management, etc.). Many of the businesses entail a high degree of regulatory compliance and reputational risk, particularly with respect to risks arising out of non-compliance with extensive and complex regulations. Failure to comply with these regulations would have significant negative effects on relations with regulators, the reputation of the Company with the public and may result in regulatory impediments to mergers and acquisitions and significant regulatory sanctions, including regulatory fines of material amounts
  • The position directs compliance activities for the largest and/or most complex businesses in North America and is considered a senior compliance position within the business unit and/or function
  • This position is found in the following compliance function(s)
  • RBWM - Card Services etc . CMB - Global Trade & Receivables Financing and Payment & Cash Management etc
  • Ensures compliance for assigned line of business and directs the work of assigned Compliance staff. Makes high level compliance decisions affecting areas of responsibility
  • Consumer Lending
  • Minimum of ten years proven and progressive financial services operations, compliance and/or legal management experience or equivalent
  • Bachelor’s degree in business, related field or equivalent experience; Master’s degree preferred
  • In depth knowledge of all federal (OSFI, FCAC) and provincial laws and regulations governing Retail Banking, including proven ability to apply these requirements to business practices and systems to identify and assess compliance risk. Equivalent international experience will be considered
  • Ability to effectively communicate ideas, actions and decisions and to influence business lines to achieve consensus on regulatory risk issues and mitigation
190

Analyst, Debt Advisory Resume Examples & Samples

  • BS/BA plus 1-2 years work experience required, finance or related degree
  • Demonstrate a combination of academic aptitude, quantitative skills, strategic and creative thinking
  • Strong interpersonal skills and interest in working with clients
  • Highly proficient with Microsoft Office programs, familiarity with market data sources a plus
  • Clear verbal and written communication skills
  • Demonstrated ability to work independently and on small teams
  • Ability to multi-task various projects concurrently in an ever-changing market driven environment
191

Technical Specialist Advisory Resume Examples & Samples

  • Define, publish and maintain a test environment roadmap and strategy to address the bank's mixture of agile, hybrid (2 speed) and waterfall development for the Banking and Technology Organization
  • Develop, manage and guide the implementation of process improvements to support continuous integration and delivery guidelines adopted by the bank
  • Undertake project leadership duties by developing detailed work plans, scheduling resources, monitoring progress against plan, ensuring development is conducted according to standards, providing leadership to staff and reviewing all work delivered
  • Demonstrate a mastery of all aspects of technology within a client/server environment
  • System analysis and design across multiple computing platforms
  • Programming languages, methodologies and database technology
  • Networking, communications, online transaction processing (OLTP) technology
  • Message based technologies
  • Hardware and operating system configuration, application performance and tuning
  • Understanding of batch / on-line processing, batch scheduling
  • Actively participate with the QA management and test teams to identify and address their environment needs
  • Work collaboratively with the Intake and Integration team to identify and address future requirements and needs
  • Communicating direction and recommendations effectively at various levels from senior management to developers
  • Keeps current with rapidly changing technological trends by continually researching emerging technologies and provides recommendations on the future directions to senior management
  • Work with solution vendors and/or development groups to identify solutions to address pain points
  • Strong understanding of existing and new technology concepts such as Cloud, Service Virtualization, HPQC, Automation testing tools, Continuous Integration and Delivery, Open Source, test data management, and workflow technologies
  • Familiarity with Agile, two speed and waterfall development standards and an understanding of complex and large IT infrastructure environments would be an asset
  • Excellent communication, presentation, and influencing skills
  • Diverse experience with multiple technology platforms, with a strong knowledge of the Software Development Life Cycle
  • Experience in leading, driving and managing large initiatives is highly desirable
192

Advisory Fulfilment Administrator Resume Examples & Samples

  • Contact clients to communicate new invoices and to collect past due amounts
  • Professionally handle all incoming calls from clients including returning the calls and expediting requests in a timely manner
  • Collaborate with various teams such as Sales and Billing to eliminate all obstacles that are holding up payment and escalate unresolved issues, tracking to final resolution
  • Identify disputes and log them into Accounts Receivable system to the right action owner
  • Weekly and ad-hoc reporting as required to Management on past-due receivables
  • Perform financial adjustments in Accounts Receivable system
  • Maintain up-to-date listing of client contacts
  • Take required actions per Business Analytics program recommendation
  • Perform account reconciliation with client
  • Perform refund to clients
  • Be involved with or lead special projects as time or capabilities allow
193

Advisory Buisness Operations Specialist Resume Examples & Samples

  • Support customers with financial tasks
  • Financial controlling (invoices, orders, Intercompany Agreements, costs control, claim )
  • Preparing weekly/monthly analysis, reports and statistics
  • Consolidating data and preparing weekly/monthly forecast report
  • Administer unit cost and expense budgets
  • Ad hoc requests
194

Advisory Resume Examples & Samples

  • Working with investor relations officers and/or executive finance client-side team members
  • Shareholder surveillance tools and methodologies, including Depository Trust and Clearing Corporation reports and bank lists
  • Advanced Thomson One skills, including platform navigation
  • Yield driven asset behaviors
  • Demonstrated record of identifying, working with various stakeholders and closing on sales opportunities/new revenue streams
  • Investor capital flows and investor behavior across global markets
  • Working with quantitative trading investors/strategies
  • Advanced Excel, including formulas/calculations, pivot tables and VLOOKUP
  • Is fully self-sufficient and competent in regards to output quality and quantity
  • Requires little or no supervision on a day to day basis
  • Has basic or good knowledge of best practices and how own area of expertise integrates with others
  • Provides informal guidance for colleagues with less experience
  • Plans and prioritizes work using resources in the best possible way to complete tasks on time and with high quality
  • Is starting to look at 'best practice'
  • Provides creative insights and / or solutions to address client / organizational challenges
  • Generates healthy debate within team, influencing team to look for a 'better approach'
  • Shares knowledge and expertise across organizational boundaries and endorses "best practices”
  • Synthesizes information from various sources by breaking it down into relevant components and generating new data when needed; considers a broad range of issues when determining relevance of data
  • Breaks down complex information (e.g., legal, operational risk, and regulatory data) into understandable terminology and actionable concepts
  • Considers and understands the audience’s specific needs and comprehension level to determine the most appropriate message and delivery method, limiting or explaining technical language
  • Demonstrates understanding of key terminology, industry players, and key performance indicators, drawing conclusions about trends
  • Remains cognizant of industry changes, challenges and findings, integrating this information for Nasdaq and customer use
  • Understands how products/services apply to companies in a particular industry and provides the best options for the business as requested
  • Identifies customer’s key decision-makers and networks to gain an understanding of their unique perspectives; maintains customer information in internal sales systems
  • Identifies valuable customers and ensures retention by recognizing their needs and recommending products/services/ solutions based on those needs
195

Manager, Accounting Policy Advisory Group Resume Examples & Samples

  • Reviewing proposed transactions for appropriate accounting and commercial treatment
  • Communicating complex topics and issues to non-specialists
  • Providing assistance with interpreting and practically applying accounting standards
  • Preparing training materials and presenting on new and existing accounting standards – informally in workshops and formally in presentations
  • Explaining new accounting developments to Finance and assisting them with implementation of these new requirements
  • Reviewing statutory financial statements
  • Have strong intellectual curiosity
  • Think logically and commercially
  • Effectively work in teams and operate in a collaborative environment
  • Have tenacity to get to the right outcome by performing thorough research
  • Have knowledge across IFRS standards
  • Have strong Microsoft Office skills, primarily Excel, Word and PowerPoint
196

Advisory Resume Examples & Samples

  • Professional qualification (ACCA/ ACA/ CFA)
  • At least 4 years of experience in a relevant field
  • Act as a visible role model for our people
  • Develop robust and enduring relationships
  • Demonstrate business acumen and technical and industry expertise
  • A team player who can build and develop high performing teams and coach our people
  • Strong analytical mindset and structured problem-solving abilities
  • Ability and flexibility to work effectively in a fast-paced and diverse environment, in Mauritius and abroad
  • Ability to communicate in both English and French both verbally and in writing
197

FS Advisory Resume Examples & Samples

  • Robotic Process Automation experience, either Blue Prism, Automation Anywhere or UI Path. Ideally certified, and/or with 3 months or more hands-on experience
  • Good all-round consulting skills, either within a consulting environment or an internal consulting team
  • Relevant technical and delivery experience within, or working as a consultant/advisor to, a financial services organisation
  • A passion for making a difference, and a desire to build a career within a big-four consultancy setting
  • The ability to provide excellent client service and manage and build strong relationships both internally and externally, coupled with a strong interest in further developing and integrating operations with technology skills; and
  • Awareness of emerging issues, including regulations, industry practices and new technologies
  • O Agile training / certification (ideally SCRUM)
  • O Lean or Six-Sigma training or methodology
  • O Project Management experience or qualifications (e.g. Prince2)
  • O Any data or reporting skills a bonus
198

International Advisory & Policy Manager Resume Examples & Samples

  • Act as a first point of contact for liaison with LECs
  • Provide written and verbal guidance on accounting policy matters
  • Assist with development of accounting guidance tools
  • Maintain a centralized Technical Issues Log
  • Co-ordination and support of financial statement reviews
  • Provision of advisory support to controllers in jurisdictions which are transitioning to IFRS and assist with new GAAP implementation projects
  • Input to ad hoc financial reporting projects
  • Candidates for the role should hold a professional accounting qualification and will ideally have some prior experience of the financial services industry and knowledge of products used
  • The successful candidate should have strong accounting and analytical skills and demonstrate an ability to build and manage relationships across a variety of stakeholders
  • Candidates should have prior experience of preparing or auditing statutory financial statements produced under IFRS and should have a solid level of accounting knowledge and be willing to deepen that further
  • Candidates should demonstrate an ability to manage workload effectively, appropriately balancing multiple priorities to achieve required deliverables
  • Strong written and verbal communication skills are an important part of this role. The following personal attributes are important for this role
  • Confident
  • Well organised
199

FSO Advisory Quality & Risk Management Resume Examples & Samples

  • Serves as a Quality/Risk Management point of contact for FSO Advisory client serving teams
  • Leverages knowledge arising from in-depth client service or infrastructure experience to resolve or appropriately escalate consultations from service teams on Quality or Risk Management policy and procedure questions, issues, violations and concerns
  • Involves, as appropriate, FSO leaders, Advisory Quality resources, Independence, Risk Management, GCO Executives and others to discuss and resolve highly complex situations and issues
  • Lead moderately complex independence assignments, or aspects of highly complex assignments
  • Teams and engages with groups across service lines/competencies and functions to develop strategies or programs to educate and improve understanding in order to enhance understanding of and compliance with policy
  • Manages relationships so that expectations are met or exceeded by advising what to expect and by when, and through listening and responding to constituents’ needs
  • Understands key requirements of firm Quality and Risk Management policies, and is knowledgeable about other areas outside of own area
  • Identifies emerging risks and proposes solutions to address these
  • Keeps abreast of emerging knowledge, trends and lessons learned regarding Quality, Independence, Risk Management and related areas
  • Use independent judgment and discretion, to identify issues, analyze risks across industry and service lines, and interpret relevant EY policies and guidelines. This may involve reviewing a proposed business relationship, to confirm it meets firm Independence policies and requirements
  • Gain a solid understanding of relevant parts of the EY business
  • Train and mentor junior Q&RM and Independence staff, to familiarize them with firm processes and policies, and to enable them to handle more complex issues
  • Assists in developing communications and training materials and leads training sessions or presentations to communicate new developments and resulting impacts to client servers, leadership and other FSO Quality team members
  • Through regular interaction develops relationships and builds a network of people within professional networks, Quality, Risk Management and across the firm utilizing these relationships to proactively identify issues that might arise
  • Proposes suggestions and solutions for improvements to policies or process/es by leveraging varied experiences
  • Manage process team members, or coordinate virtual teams who complete work reviews. This includes assigning work and reviewing performance
  • Familiarity with Q&RM initiatives outside of your specific area
  • Strong knowledge of Service Line offerings
  • Good understanding of firm independence policies and regulators’ rules
  • Problem solving across multiple service line/competency, industry sector and geographic areas
  • Strong research and communication skills as well as listening and interpretation skills
  • A flexible approach
  • Demonstrated record of taking the initiative
  • Strong research and communications skills
  • Ability to successfully handle multiple tasks
  • Good working knowledge of computers and common software packages
  • A minimum of 7-10 years related experience
  • Exposure to diverse and or complex situations
  • For this specific position, IT background is strongly preferred – someone who can understand the IT Advisory services our teams are performing/proposing to perform and can help to identify the relevant risks related to those services
200

Advisory Resume Examples & Samples

  • Bachelor’s or Master’s degree in accounting, accounting information systems with 1-3 years of related work experience
  • Strong written and verbal communication, presentation, client service skills
  • Able to work independently, as a member of a team, and under supervision
  • Hardworking, eager to learn, and willing to embrace new challenges
  • Good commands of English (writing, speaking, listening and reading)
  • Computer literacy in MS office
  • Adaptable and be able to work upcountry (occasionally)
201

Advisory Resume Examples & Samples

  • Identify business requirements, functional design, process design, testing, training, defining support procedures
  • Work alongside client IT to implement solutions that meet the requirements
  • Design work plans for Finance Department to perform user testing and the implementation of financial modules
202

Advisory Resume Examples & Samples

  • Analyses IT requirements for customer’s projects and designing of appropriate infrastructure so that the solutions are implemented in accordance with the client’s requirements
  • Requires primarily architectural work (dealing with all components of an IT environment: server, network, security, storage, systems management, integration, backup and recovery), it is expected that the IT Architect will be able to understand these technologies at a deeper level
  • Works with other architects (applications, infrastructure etc), IT Specialists, application developers and operations staff to ensure an appropriate solution is designed. The IT Architect will be able to understand and balance requirements from different sources in complex environments and translate these into robust infrastructure designs
  • Designs high level technical solution design on infrastructure for the given requirement. Deliverables are to produce the statement of work (SOW), cost model and highlevel solution design document
203

Advisory Resume Examples & Samples

  • Lead and manage engagements
  • Be dedicated to operational and delivery excellence
  • Project manage across multiple concurrent technical Cyber Security engagements
  • Prepare and deliver client proposals and other sales supporting materials to an exceptional standard
  • Work effectively as a self-managed team member; develop, coach and supervise team members, share responsibility, provide support, maintain communication and update senior Cyber management on engagement progress
  • Privacy, data protection and Information Security concepts
  • Experience in assessing an implementing security and risk standards including ISO 2701-2, PCI DSS, NIST, ITIL, COBIT, IRAP, PSPF, AS/NZS 4360
204

Advisory Resume Examples & Samples

  • Develop people through effectively supervising, coaching, and mentoring all levels of staff
  • Demonstrated proven track record of being successful in winning new business
  • A commercial mindset and experience in one or more of the following industry sectors - Government, Technology & Media, Consumer, Retail, Industrial Products and/or Power & Utilities
  • Previous professional services experience with demonstrated sales experience will be highly regarded
205

Advisory Resume Examples & Samples

  • Bachelor’s or Master’s degree in business, finance, accounting, or a related field
  • A minimum of 15 years of experience with at least 5 years in executive level, working at a professional services firm, financial services company or comparable experience working as an advisor to wide range of business
  • Consistent track record of successfully structuring and leading client engagements that achieved desired results, often times exceeding client expectations
  • Exceptional negotiation skills with complex/sophisticated situations involving senior level stakeholders
  • Effective mentor to team with an interest in their career progression
  • Advanced proficiency with Microsoft Word, PowerPoint and Excel
206

Advisory Resume Examples & Samples

  • Bachelor's or Master’s degree in accounting, finance, business or a related field with 7-9 years of related work experience, preferably in a professional services firm, with demonstrated career progression and leadership skills
  • Experience with internal audit risk assessment processes, executing internal audits and the development of risk remediation strategies. Understanding of control rationalization, optimization, effectiveness and efficiency
  • Ability to generate business deals and make business proposals
  • Strong analytical, communication, interpersonal skills and demonstrated integrity, values, principles, and work ethic
  • A dedication to teamwork and integrity within a professional environment. Strong capability to develop junior staff, build high performing teams and effectively delegate with appropriate levels of support
207

Advisory Resume Examples & Samples

  • A bachelor's degree in accounting, finance, business or a related field and 4-6 years of related work experience
  • A minimum of 1 year of related audit or applicable business experience is preferred
  • Successful candidates must be available to travel outside of their assigned office location
208

Advisory Resume Examples & Samples

  • Bachelor’s or Master’s degree in accounting, accounting information systems, finance, economics with at least 7-9 years of experience in process improvement in industries such as finance & banking and insurance, manufacturing, automotive and real estate
  • Experience working for a top tier Consulting firm or Big Four with a strong focus on business improvement is preferable
  • Strong organisational/project management/consulting skills
  • Able to work independently, lead and supervise a small team to execute assignments
  • Good commands of English (writing, speaking, listening and reading)0
  • Advanced proficiency with Microsoft Office
209

Advisory Resume Examples & Samples

  • Assessment of change readiness, leadership alignment, and organizational impact
  • Change vision and strategy
  • Organizational design
  • Training strategies, and curricula and course development
  • Cultural transformation plans
  • Stakeholder management and communications to obtain awareness, understanding, buy-in, and support
  • Developing an understanding of PwC's services, interacting with client counterparts in an organized and knowledgeable manner, and building solid relationships with clients
  • Collecting and organizing data effectively and performing basic analysis, such as benchmarking reports, and financial, market, and operational analyses
  • Structuring approaches to solving discrete problems, delivering clear requests for information, and demonstrating flexibility in prioritizing and completing tasks
  • Conveying ideas clearly in an oral and written manner, both one-on-one and in small groups
  • Applying research and analytical skills to support thought leadership and intellectual property development
210

Advisory Resume Examples & Samples

  • Define data protection strategy, policies and procedures
  • Perform data protection security reviews and privacy assessments
  • Identify the weaknesses in data protection and privacy issues, assess the risks and provide practical recommendations to management
  • Define and implement information classification policies and procedures
  • Perform risk assessments covering key Business Continuity Planning (BCP) / Disaster Recovery Planning (DRP) related risks
  • Design qualitative and quantitative business impact analysis (BIA) models aligning with clients’ requirements
  • Conduct business impact analysis exercise and define RTO & RPO requirements
  • Define and establish BCP committees, Crisis Management Teams
  • Identify security vulnerabilities, assess risks and provide practical recommendations to management
  • Designing, assessing and implementing information security framework, policy, standards and procedures based on IT risk framework
  • Provide information security consulting service to enterprises by customizing information security solutions, such as security risk management, identity & access management, data leakage protection and security operation center
211

Advisory Resume Examples & Samples

  • Mentor and manage teams
  • Drive revenue that contributes to the growth of the practice
  • Information Security domains - in particular one or more of the following: Cyber Program Management, Cyber Threat Management, Identity & Access Management, Data Protection, Privacy, Organisational Resilience. This experience should include both advisory and implementation experience
  • Experience in assessing and/or implementing security and risk standards including ISO 27001-2, PCI DSS, NIST, ITIL, COBIT, IRAP, PSPF, AS/NZS 4360
  • Strong technical security skills in assessment, design, implementation, architecture, and program / project delivery
  • Industry related certification preferred (e.g. CISSP, CISA, CISM)
212

Advisory Resume Examples & Samples

  • A Master's Degree or close to graduation with excellent grades, major e.g. information systems science, business information management, accounting or industrial management
  • Understanding of the essence of business or finance processes and the role of IT as a business enabler
  • A customer oriented attitude, good presentation skills, analytical and problem solving skills
  • Previous experience in IT audit, IT risk management or IT security as well as certifications like CISSP, CISA or relevant are considered assets, but not expected
213

Advisory Resume Examples & Samples

  • Creating a positive learning culture, supervise, coach, counsel and develop junior team members
  • Managing a portfolio of clients whilst reporting to the Engagement Partners
  • Ensuring that work delivered is to the required high quality standard and adds value for the client
  • Reviewing and releasing deliverables for partner review on a timely basis
  • Ensuring engagements are completed on time and monitor budgets
  • Managing timely billing and follow-up with clients for timely settlement
  • Attending audit committee meetings and maintaining strong client relationships through on-site involvement and key contact for senior client stakeholders
  • Building an extensive network of internal (EY) and external (client) relationships by travelling the world
  • Initiating and participating in discussions with our clients to understand client needs and propose solutions to help
  • Participating in departmental and firm wide activities such as recruiting efforts, on-boarding and integration efforts, local team building initiatives, learning and development activities
  • Holder of a degree in accountancy or finance related field
  • At least 5 years of experience in external/internal audit
  • CA/ACCA affiliate
  • Strong focus on caring about and meeting client expectations
  • Demonstrate flexibility and commitment by travelling regularly outside Mauritius
  • Embraces diversity and tolerance of diverse view points and cultures
  • Build EY brand and marketplace standing by leading by example
  • Drive and resilience to deliver in a pressured environment and ability to demonstrate strong business development acumen
  • Enjoys coaching and developing all of our people
  • Strong project management techniques including decision making ability, analytical skills, time management, organisation stills
  • Multi-tasking - ability to effectively manage more than one account at a time
  • Develop robust and enduring relationships based on trust and integrity
  • Strong communication and interpersonal skills, both verbal and written
  • Structured thinking and ability to put this in writing
  • Detail oriented but able to quickly grasp the big picture
  • Strong report writing skills and good mastery of English and French grammar
214

Account Manager, Wealth Management Advisory Resume Examples & Samples

  • A College or University degree and/or relevant proven work experience in a personal trust related position is preferred
  • Candidates should have experience in financial servicing or related experience/credentials preferred
  • Excellent oral and written communication skills as well as client servicing skills are required
  • Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required
  • Excellent analytical, problem solving, and organizational skills are required
  • Must be highly flexible and adaptable to change as well able to handle multiple priorities
  • Candidates should have excellent technical skills / systems knowledge (e.g. Microsoft Word, Power Point)
215

Advisory Resume Examples & Samples

  • Participate in business development and sales activities for nominated MNC accounts and build long-term client relationships and networks in these accounts
  • Consistently deliver quality work that clients value for major programs /projects within the Supply Chain & Operations domain
  • Actively build business networks internally and externally to promote EY & the Advisory brand
  • Build strong internal relationships within Ernst & Young Advisory and with other services across the organization
  • Foster an innovative and inclusive work environment
  • Maintain and participate in an educational program to continually develop personal skills
  • Understand and follow workplace policies and procedures and communicate these to all levels of staff
  • In-depth knowledge and experience in Supply Chain & Operations, ideally with specialization in one or more of the following
216

Advisory Resume Examples & Samples

  • Help leading pharmaceutical clients to solve enterprise-wide strategic, organizational and operational issues by formulating strategic initiatives, redesigning organizations, transforming the operations and processes, and improving business performance
  • Interview client, identify and summarize key issues, outline project approach and draft proposal content
  • Focused on market access, product branding, brand management, distribution strategies, marketing strategies
  • Lead and manage self-work independently
217

Advisory Resume Examples & Samples

  • Finance transformation
  • Balanced scorecard
  • Planning, budgeting and forecasting
  • Cost to serve
  • Cost reduction
  • Shared service centre and business process outsourcing
218

Reg Advisory Resume Examples & Samples

  • Create innovative and proportionate insights for our financial crime clients, adapting methods and practices to fit their business needs
  • Provide input into the application of regulatory standards and support the development of solutions to resolve complex financial crime risks and issues
  • Take responsibility for engagement planning, management, and leading teams in financial crime engagements
  • Support bids and proposals for new client opportunities and grow existing valued relationships
  • Mentor staff and conduct performance reviews and contribute to performance feedback for staff
  • Identify and develop business opportunities
  • A clear understanding of the strategic implications of regulation
  • Being able to effectively implement a variety of regulatory directives
  • A background in change or transformational projects
  • Functional knowledge of the UK and European financial crime regulatory environment (with knowledge of the global environment an advantage)
  • Strong analytical and problem solving skills, with the ability to present information in a clear and concise manner
  • Financial Crime / AML and / or sanctions work experience/ professional qualification preferred
  • Leadership, project management and teamwork skills for delivery of financial crime engagements
  • Strong stakeholder management skills
  • Enthusiasm to be involved in marketing activity and developing the Financial Crime team
  • Strong academic background, ideally to a degree level or equivalent
219

Reg Advisory Resume Examples & Samples

  • You will produce, with limited supervision, complete and accurate work
  • To build credible relationships with clients both by demonstrating technical skills and knowledge and also by handling complaints and customer redress appropriately
  • You will develop presentations that are clear and impactful, translating EY services into meaningful value propositions for clients
  • Be responsible for documenting collating and reviewing– evidencing paper trail of transactions and analysing legal and other documents to identify key facts, anomalies, etc, for categorisation
  • Undertake data input and reporting– of key information into spreadsheets and/or proprietary systems, by conducting detailed and summary analyses (by transition, time period or categorisation)
  • Being involved in remediation of regulatory issues
220

Advisory Resume Examples & Samples

  • University graduates in Information Systems / Computer Science and Accounting
  • A minimum of 2 years of relevant experience with reputable international accounting firms
  • IT audit experience with major CPA firms is a plus
  • IT audit experience on general controls review, application controls review and data analysis using audit commands language
221

Advisory Resume Examples & Samples

  • Design, enhancement, implementation and review of anti-money laundering detection and compliance programs
  • The assessment of anti-money laundering (AML) risk at all levels of the client’s corporate structure
  • Creation of policies and procedures
  • Development and steer internal controls and compliance assessments
  • Create and deliver training modules
  • Integrating compliance controls into the scope of existing business practices
  • Selecting and implementing relevant technology solutions
  • Ten years of anti-money laundering operations experiences in Sanctions, Retail and Correspondent Banking experience or Financial Institutions would be a plus
  • Strong knowledge of anti-money laundering regulations and regulatory authorities, anti-money laundering policies and procedures, anti-money laundering risk assessments, and customer on-boarding procedures
222

Advisory Resume Examples & Samples

  • Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, and other planning documents. Provide guidance and expertise to team members and participate in performing procedures especially focusing on complex, judgmental and/or specialized issues with regards to ERP systems. Review work performed by the ITRA team and maintain relationships with client executive management to manage expectations of service including work products, timing, and the value to be delivered
  • Demonstrate and apply a thorough understanding of complex ERP systems. Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations
  • Understand EY and its service lines and actively assess what the firm can deliver to bring value to clients. Achieve revenue growth from selling new products/services to clients
  • Provide broad functional knowledge of key ERP business modules
  • Team with client technology professionals, and/or third party strategic alliances
  • Work with a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, conversion and testing
  • Interact and communicate effectively with finance and technology middle management executives
  • CPA, CA, CISA, CISSP, CISM, CBCP, CIA, CFE or other application-specific certification is desired; non-certified hires are required to become certified to be eligible for promotion to Manager
  • Financial related ERP systems features and functionality, such as general ledger, accounts payables, accounts receivables, purchasing, inventory, sales, projects and fixed assets
  • Industry-specific solutions provided by ERP vendors
  • ERP data services including database technology and data warehousing features and functionality
  • Business intelligence product features/functionality and reporting solutions
  • Financial accounting and reporting systems operations and technology
  • Budgeting, planning and forecasting operations and technology
  • Performance management and measurement (Key Performance Indicators (KPI), business driver-based metrics)
223

Advisory Resume Examples & Samples

  • Provide broad functional knowledge of SAP Basis to clients
  • Work with a team of technology professionals through technology lifecycle, including requirements system design, configuration and testing
  • Ensure work in progress is monitored and controlled, and fees are araised promptly
  • Have ability to spot and exploit additional fee billing possibilities
  • Plan and allocate staff resources to fulfill business requirements
  • Bachelor degree at least in information technology or a related discipline
  • Strong knowledge and experience of SAP systems
  • Working experience and solid technical / working knowledge of HANA、Oracle、DB2 and MSSQL applications in business operations, corporate strategy or IT for at least one major package
  • Project management skills, experience in leading some implementation projects preferred
224

Advisory Resume Examples & Samples

  • Lead and manage large scale cross functional projects and operational transformations within the Investment Banking / Clearing House / Exchange or relevant institutions
  • Analyze and provide recommendation to client personnel on strategic initiatives
  • Monitor and supervise the team on system integration projects
  • Manage the core banking operations and lead the team on project deliverables within the financial services sector
  • Bachelor’s Degree with a minimum of 10 - 15 years’ work experience, preferably with 5 or more years gained in a leading consultancy firm
  • Financial Services industry specialist, in Banking & Capital Markets, Wealth & Asset Management or Insurance (life, non-life, banc assurance and health)
  • Strong business acumen with experience in one or more of the following disciplines
  • Business Transformation (process redesign / simplification, workflow mapping, target operating model design, legal entity rationalisation, shared service centre migration / location strategy, post M&A integration)
  • Trusted advisor - in-depth understanding of the industry / market, with the ability to develop thought leadership, articulate key issues and opportunities for market growth
  • Excellent analytical skills - ability to translate the client’s strategic direction into creative, cohesive and achievable solutions
  • Strong stakeholder management skills - able to quickly establish personal credibility and communicate with people and teams from different cultural backgrounds and at multiple levels within the organisation
  • Experience of full project life cycle delivery and change management. Lean Six Sigma / Project Methodology or Professional project management qualification would be desirable
  • Excellent command of written and spoken English and Cantonese. Mandarin is an advantage. Willing to travel to meet client needs
225

Advisory Resume Examples & Samples

  • Participate in Cyber Security engagements with a focus on Penetration Testing, Red Team Assessment and Security Testing
  • Build strong internal relationships within EY Advisory Services and with other service lines across the organization
  • Knowledge and experience in web or mobile application programming and security code review is desirable
  • Good command of written and spoken English
  • Related qualifications and/or industry certifications such as GPEN, GXPN, OSCE, OSEE. GWAPT, OSWE and CCT
226

Advisory Operations Associate Resume Examples & Samples

  • Extremely high level of service delivery when interfacing and working closely with Financial Advisors ,PWAs CSAs, BOMs in addition to the Consulting Group Sales Desks, and business owners at various levels of the organization including senior management
  • Provide oversight and support for the analysts and other associates on the team
  • Collaborate with IT and other CG counterparts with the testing of new system enhancements and the implementation of new policies as well as the lead for multiple processes at the same time, and provide support for ad hoc requests
227

Advisory Resume Examples & Samples

  • Assume formal account responsibilities for nominated MNC accounts and build long-term client relationships and networks in these accounts
  • Take lead delivery responsibility for major programmes /projects within the Supply Chain & Operations domain, with strong emphasis on building the capacity of the local PI team
  • Help generate new business opportunities
  • Recruit new Supply Chain & Operations professionals into the practice driving an “apprenticeship” model
  • Effectively build, manage and motivate teams with diverse skills and background
  • In-depth knowledge and experience in SAP APO, ideally with specialization in one or more of the following
228

Advisory Operations Associate Resume Examples & Samples

  • Oversee Fee Accuracy for Advisory Accounts. Professional Associate skills level with a breadth of knowledge not limited to the advisory billing space but much broader
  • Extremely high level of analytical thinking, metrics reportings, analysis of fees, working with the PWAs, CSAs, BOMs in addition to the Consulting Group Sales Desks, and business owners at various levels of the organization including senior management
  • Supporting the oversight of all related billing functions, testing of processes, manual entries and Branch related requests on Fee Accuracy (Inclusive but not limited to account fee profiles, fee maintenance, book of business fee analysis, to troubleshooting complex or sensitive issues related to a client's accounts or FA compensation)
  • Work directly with IT and other CG counterparts with the testing of new system enhancements and the implementation of new policies as well as the lead for multiple processes at the same time, and provide support for ad hoc requests
229

Advisory Resume Examples & Samples

  • Work with high-growth clients and other market leaders in industries such as retail, consumer products, financial services, insurance and health sciences
  • Develop the scope of services with internal audit and executive client management; guide the team in the development of cost-effective and practical recommendations for improvement; provide guidance on complex audit matters and monitor engagement economics
  • Develop and maintain productive working relationships with client management and a commitment to client satisfaction. Understand the client's industry and recognize key performance drivers
  • Participate in the career and performance development of the BRS practice by serving as a career counselor, training new staff and providing timely and specific performance feedback
  • Recognized university Bachelor or Masters Degree with a minimum of 2 years related experience for Seniors, 5 years for Managers and 8 years for Senior Managers preferably with consultation experience in internal controls, enterprise risk management and budgetary process
  • Professional accounting qualification is required for Managers and above
230

Advisory Resume Examples & Samples

  • Identifies database requirements by interviewing customers; analyzing department applications, programming, and operations; evaluating existing systems and designing proposed systems
  • Recommends solutions by defining database physical structure and functional capabilities, database security, data back-up, and recovery specifications
  • Installs revised or new systems by proposing specifications and flowcharts; recommending optimum access techniques; coordinating installation requirements
  • Maintains database performance by calculating optimum values for database parameters; implementing new releases; completing maintenance requirements; evaluating computer operating systems and hardware products
  • Prepares users by conducting training; providing information; resolving problems
  • Provides information by answering questions and requests
  • Supports database functions by designing and coding utilities
  • Maintains quality service by establishing and enforcing organization standards
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies
  • Build a quality culture
  • Foster teamwork
  • Participate in the organization-wide people initiatives
  • Bachelor of Science graduate with a sound industry experience of at least 2 years of experience as an Oracle DBA
  • Excellent communication skills (Written and Oral)
  • Database Performance Tuning
  • Database Security
  • Promoting Process Improvement
  • Presenting Technical Information
  • Database Management
  • Data Maintenance
  • Operating Systems
  • Attention to Details
  • Information Security Policies
231

Advisory Resume Examples & Samples

  • BE/BTech/MCA & MBA with a sound industry experience of 3 to 5 Yrs
  • Facilitate process to project teams
  • Able to analyze metrics of the project
  • Should be able to drive process improvement initiatives
  • Should be able to define process for the teams
  • Should have experience in project audits and reviews
  • Be passionate about Quality Management
  • Be a graduate, preferably in Engineering
  • Have more than 3 years of experience in Software Quality
  • Should have participated in CMMI initiatives, preferably as an ATM or FAR member
  • Desirable to have PMP certification
  • Should have exposure or participated in ISO 27001 initiative either as a team player or as an implementer or as an auditor
  • Should be able to handle change management and interact across different layers within the organization
232

Advisory Resume Examples & Samples

  • Need to work as a manager in different phases of various ongoing SAP Implementation Projects and contribute effectively
  • Completion of assigned tasks on time and regular status reporting to the higher management
  • SAP Finance – Taxation and Withholding Taxes
  • FI integration with MM, SD, HR & PS
  • Exposure to FI – RAR (Revenue Accounting & Reporting)
  • Prior client facing consulting experience
233

Advisory Resume Examples & Samples

  • To ensure project deliverables conforms to business requirements/objectives
  • Understand the requirements, evaluate potential solutions and provide technical recommendations
  • Contribute to the design and development of projects where deemed necessary
  • Participate in the design and planning of solutions infrastructure changes
  • Liaison with the Project manager/Project Leader to ensure successful deliveries
  • Responsible for design, impact analysis for the requirements
  • Complete projects in accordance with agreed standards i.e. operational acceptance criteria
  • Ensure that work is completed with very high quality
  • Should have good oral and written communication
  • Ability to work well with clients and other internal system groups
  • The individual must exhibit a great deal of personal initiative and accountability
  • Good interpersonal skills with the ability to facilitate or contribute thought leadership
  • BE/BTech/ME/MTech/MCA/MBA with a sound industry experience of 10 Yrs above
  • Working knowledge with SOA & ESB
  • Strong skills on Java, J2EE technologies
  • Minimum 5+ years of hands-on experience using IBM Integration Bus ( WebSphere Message Broker) in a SOA Solution, Web Services solution, JSON messages
  • Experience using IBM WebSphere MQ
  • Experience in message modelling, XML, XSLT
  • Experience working with Message Sets/WSDLs/ SOAP nodes
  • Experience with XML, XSD, XSLT , WebSphere Transformation Extender (WTX) , IBM Integration Designer / WebSphere Integration Developer, Web Services
  • Strong working knowledge of SOA concepts & approaches (Web Services, UDDI, WSDL, SOAP, REST, etc)
  • Strong in Transact SQL or PL/SQL, strong RDBMS concepts with experience in MS SQL Server, Oracle or DB2
234

Advisory Resume Examples & Samples

  • Build EAI/ESB components against technical designs
  • Understand technical designs and define interface specifications
  • Adherence to coding standards and guidelines
  • Perform unit testing
  • Version control source code
  • Document deployment steps to system test and production environments
  • BE/BTech/ME/MTech/MCA/MBA with a sound industry experience of 4+ Yrs
  • Minimum 2+ years of hands-on experience using IBM Integration Bus ( WebSphere Message Broker) in a SOA Solution, Web Services solution, JSON messages
235

Advisory Resume Examples & Samples

  • Completion of assigned tasks on time and regular status reporting to the Lead
  • Engineer / Bachelor’s degree in Computer Science or a related field with a sound industry experience of 3 to 6 years
  • Real time knowledge and experience on enterprise system integration, Insurance domain background, Property & Casualty
  • Web services - SOAP, WSDL, XML
  • Messaging - Topics/Queues
  • Should have strong knowledge and experience on Tomcat and or Websphere/Weblogic
  • Should have understanding and experience of software development best practices
236

Advisory Resume Examples & Samples

  • Bachelor’s degree from a top-tier university, preferably in Computer Science or a related field
  • Industry experience of 7 to 10 years
  • Experience in Guidewire ClaimCenter / PolicyCenter / BillingCenter Configuration/ Integration/Conversion
  • Experience in Insurance domain, preferably in Property & Casualty
  • Experience in Java 5, JEE, XML, Web Services (Axis 2), SQL, ANT
  • Real time knowledge and experience on enterprise system integration, preferably from Insurance domain background,
  • Excellent business communication, leadership skills,
  • Must be willing to be assigned in Ortigas and/or McKinley Hill
237

Advisory Resume Examples & Samples

  • Develop and maintain Test Automation Frameworks
  • Develop and maintain Automated Functional Testing Regression Suites
  • Need to work as a team lead to contribute in various testing streams of Guidewire implementation/package implementation projects
  • Regular status reporting to the Manager and onsite coordinators
  • Good hands on experience in Functional Automation using the testing tools like (QTP/UFT, Selenium, RFT etc)
  • Experience in Automation test script development and well versed in scripting like VBScript, Java, JavaScript etc
  • Strong experience with Windows/Linux technologies and database like Oracle, SQL Server etc
  • Strong experience in automation of packages like Guidewire , ERP(SAP/Oracle) and web applications
  • Extensive experience in script debugging, associate library preparation, exception handling, integration with Test Management tools like QC/ALM, RTM, qTest etc
  • Experience in tool installation, test environment setup and tool server maintenance & administration
  • Good to have experience in creating customized test execution (summary) reports using html/dhtml/xml/perl/python
  • Good experience and understand the Software Testing Life cycle (STLC)
  • Good knowledge and experience in Software Development life cycle (SDLC)
  • Exposure to WebService or SOA Testing
  • Real time experience and exposure on BFSI (preferable to have Insurance or Banking or Capital Market Services)
  • Excellent leadership skills
  • Experience in Automation of GuideWire Claims/Policy/Billing Configuration/ Integration/Conversion
  • Experience in Banking and Capital Markets domain
238

Advisory Resume Examples & Samples

  • Provide production support and resolve user issues with system performance, availability, and functionality
  • Develop and share functional and business expertise with the team
  • Learn company (EY) methodologies and service offerings
239

Advisory Resume Examples & Samples

  • Responsible for supervising and/or completing project activities
  • Develop and share functional and business expertise
  • Support internal initiatives including business development and recruiting
240

Advisory Resume Examples & Samples

  • Work with our clients through workshops to understand their unique cyber security requirements
  • Work within your EY team to shape an appropriate response and deliver solutions for our clients’ needs
  • Utilise your experience and knowledge to shape and inform our clients understanding of cyber security risks and solutions
  • Provide written and verbal insights to our clients
  • Be involved in cyber security assessments
  • Delivery projects to our clients
241

Advisory Resume Examples & Samples

  • Support and in some cases manage administrative aspects of engagements (billing, engagement letters, reviews, close outs, etc.)
  • Support practice development and intellectual capital development efforts. Develop business cases to support investment decisions related to technology, application functionality, business process improvements, and alternatives
  • Lead workshops with business users and key stakeholders to document current business processes and workflows, identify business process improvement opportunities, and gather requirements related to new application functionality
  • Facilitate communications with IT and technical implementation teams to relay and clarify business requirements, as well as ensure that customized software functionality and reports meet business requirements
  • Knowledge of (accounting and financial reporting, sales and marketing, manufacturing, distribution) organizations and their operations in large, Fortune 1000 companies
  • Demonstrated experience in translating customer business requirements into workable business solutions, either as a software solution or a re-engineering initiative
  • Customer relationship acumen and experienced consulting skills
  • Solid experience in Change Management and Business Process Mapping
  • 2 to 5 years experience in systems applications consulting, either internally via an IT organization or externally with a consulting firm or software provider
242

Advisory Resume Examples & Samples

  • Help clients to solve enterprise-wide strategic, organizational and operational issues by formulating strategic initiatives, redesigning organizations, transforming operations and processes and improving business performance
  • Identify, pursue, and lead in the delivery of engagements
  • Managing resource allocation and optimizing resource utilization to help maximize the team performance
243

Advisory Resume Examples & Samples

  • Deliver work products for at least one phase of an actuarial project
  • Complete allocated tasks efficiently while demonstrating professional judgment in seeking assistance, discussing ideas and resolving issues
  • Deliver work products to support development of project proposals, business plan for a new service or product or a large account management strategy
  • Understand and apply appropriate EY methods and tools (or recognized equivalent) in completing assignments
  • Provide guidance to junior team members and review their work
  • Perform data checks through the use of reconciliations, reasonableness checks and summaries. Follow up issues with client
  • Identify potential opportunities for EY to help client, and refer these to appropriate team members
  • Apply knowledge to meet client needs
  • Build relationships with colleagues outside primary area of expertise to gain perspective across Advisory
  • University / College graduate with at least 2 and 5 years of insurance experience in an actuarial and/or risk-related role for Senior Associate and Manager respectively
  • Candidates with less experience would be considered as Associate
  • Good progress in actuarial professional examination for Senior Associate, attained or close to attaining Fellowship in actuarial professional examination for Manager
  • Managerial experience is an advantage for Manager
  • Good project management, communication and people skill
  • Knowledge in insurance financial reporting basis, e.g. IFRS, HKICO, Solvency II, RBC, is preferred
  • Proficiency in actuarial software, e.g. Prophet, AXIS, is an advantage
  • Good command of spoken and written English; Mandarin is an advantage
244

Advisory Resume Examples & Samples

  • Execute audit programs, fieldwork and documentation, following IIA standards
  • Provide subject matter expertise, advice and audit program delivery
  • Participate and co-lead discussions with staff, leadership and auditee/client
  • Contribute to the development of new audit techniques and plans within areas of expertise
  • Work on complex problems requiring evaluation of intangible variables
  • Adapt projects, programs or methods based on customer or business partner feedback
  • Execute scope areas with defined requirements
  • Review and summarize engagement findings for management review
  • Review end to end IT / business / financial processes spanning multiple functional areas for completeness and risk identification
  • Research and identify alternatives to existing processes which drive either heightened controls or control simplification
  • Integrate trends, data and information into plans, deliverables and recommendations
  • Company business priorities, strategy and direction
  • Customer business needs and expectations
  • Company goals, customer requirements and knowledge of competitor practices
  • Recognized university Bachelor or Masters Degree with a minimum of 1 years for Staffs, 3years for Seniors preferably with consultation experience in internal controls,enterprise risk management and budgetary process
245

Advisory Resume Examples & Samples

  • Engaging with current and potential clients and building relationships with them
  • Preparing and submitting finance related proposals
  • Supporting the Finance Team in developing the proposition in operations
  • Engaging with other parts of the firm (Ireland and Internationally) and network to promote the operations area
  • Winning operations assignments, particularly in the areas of finance structures, shared services, outsourcing
  • Leading project teams and providing on-the-job learning and coaching
  • Delivering high quality client projects
  • Managing project finances
  • Drafting practical thought leadership articles and publications
  • Supporting business development initiatives
  • Carrying out other ad hoc support and projects
  • Any primary degree, grade achieved at least 2.1
  • MBA or further studies - would be desirable
  • Recognised Project Management Qualifications -would be desirable
  • 5+ years in industry in a Finance role or in consulting in a shared services environment
  • Experience of working in and / or with large scale organisations in the Finance function
  • Experience in delivering consulting engagements, including Finance transformation in a shared services environment
  • Excellent understanding of general business practices
  • Excellent leadership, communication and interpersonal skills
  • Experience in managing a team of resources on multiple assignments running simultaneously
  • Experience in coaching and mentoring junior staff
  • Comprehensive reporting and presentation skills essential
246

M&A Advisory Resume Examples & Samples

  • Advise client as to strategic alternatives and rapidly advance communication with stakeholders
  • Prepare for pitch book and presentation including analysis and planning
  • Execute marketing program and conduct preliminary due diligence
  • Analyze industry prospects by gathering information about growth, competitors, and market share possibilities
  • Build up a mosaic to help top management team to make decision
  • Near/Native Japanese and proficient English skills
  • Hands on M&A related working experience
  • Have knowledge of enterprise value evaluation and corporate finance
  • Be able to work efficiently under pressure
  • Have working experience in global investment banking
247

Advisory Resume Examples & Samples

  • Build productive working relationships with client personnel
  • Understand and execute advisory services procedures including client interviews, problem analysis, and advanced fact gathering within the insurance industry
  • Strong project delivery and operational experience, especially in the Insurance sector
  • Bachelor/ Master's degree with an emphasis in Finance, Accounting, Statistics, Economics, MIS (business perspective) and/ or business preferred
  • At least 3 - 4 years of relevant experience within theinsurance industry; Consulting experience is highly preferable
  • Excellent written and spoken English and Chinese
  • Strong analytical, teamwork and organizational skills
  • Positive attitude and enthusiasm in the performance of responsibilities
248

Advisory Resume Examples & Samples

  • Lead large scale cross functional projects and operational transformations within the insurance industry
  • Monitor and supervise the team on system enhancement projects from gathering user’s requirement to system implementation and integration
  • Manage the core insurance operations and lead the team on project deliverables within the insurance sector
249

Advisory Resume Examples & Samples

  • Design, manage and implement strategies for enhancing or re-designing customer sales, servicing and marketing journeys for Financial Services (FS) industries (banking, insurance, wealth management)
  • Evaluate end-to-end customer experience across multiple channels (i.e. mobile apps, websites, tablets) and other non-digital customer touch points (e.g. branches, agency, relationship managers). Propose tangible improvements to that experience across channels
  • Manage delivery of a larger project or program (the exact scope will depend on individual’s experience and level of seniority)
  • Develop project plan and drive activities to meet project objectives and client expectations
  • Lead and run a team of consultants to increase the efficiency, accuracy and quality of project or engagements
  • Drive business development activities (e.g. attend client meetings to understand business needs, drive client proposals development)
  • Drive “Though Leadership” activities (e.g. development of white papers, research, speaking at industry events)
  • You will be expected to own a Customer specific solution or campaign (e.g. Pay as You Live insurance) and drive related go-to-market activities. This may include development of client presentations or internal training material
  • Build solid and trusted relationships with senior client stakeholders
  • Drive Customer propositions and build revenue pipeline with the nominated client(s)
  • Bachelor Degree or MBA
  • At least 6 – 8 years of relevant experience within the FS or non-FS industry, digital agencies or other consulting firms. Candidates with non-FS background are not expected to have in depth FS knowledge but should be able to explain how their experience can benefit banks or insurer clients
  • Solid functional experience of large project or program management, from user requirements gathering to stakeholder management and communication
  • Experience in transformation of sales, service and marketing processes / operations
  • Prior team management responsibility
  • Proven business development experience for candidates coming from consulting industry, For industry candidates, experience in internal development of ideas and “selling” them to senior stakeholders
  • Experience with Agile project methodologies/ Scrum Master certification would be highly preferred
  • Basic knowledge of technical terminology or experience in FINTECH would be a plus
  • Excellent communication (written and verbal) in English and preferably in Chinese (Mandarin or Cantonese)
250

Advisory Resume Examples & Samples

  • Lead multiple, large-scale projects or engagements to ensure the efficiency, accuracy and quality of deliverables and exceed the client’s expectations
  • Initiate and drive business development activities (e.g. drive client meetings to understand business needs, drive client proposals development)
  • Initiate and drive “Though Leadership” activities (e.g. development of white papers, research, speaking at industry events)
  • Build solid and trusted relationships with senior client stakeholders. Drive Customer propositions and build revenue pipeline with the nominated client(s). You will be expected to proactively manage customer relationships and be able to challenge our customer asks if necessary
  • You will be expected to help to define our Customer team’s growth strategy and key focus areas
  • You will be expected to own a Customer specific solution or campaign (e.g. Pay as You Live insurance) and drive related go-to-market activities. This may include development of client presentations, internal training material, and training deliver
  • Internal operations management (project budget, forecast etc.)
  • At least 10 years of relevant experience within the FS or non-FS industry, digital agencies or other consulting firms. Candidates with non-FS background are not expected to have in depth FS knowledge but should be able to explain how their experience can benefit banks or insurer clients
  • Solid functional experience of large and complex project or program management, from user requirements gathering to stakeholder management and communication
  • Prior large team management responsibility