Advisory Senior Resume Samples
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Advisory Senior Resume Samples
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CW
C Wilderman
Chandler
Wilderman
6461 Bernhard Points
Chicago
IL
+1 (555) 475 0823
6461 Bernhard Points
Chicago
IL
Phone
p
+1 (555) 475 0823
Experience
Experience
Phoenix, AZ
Advisory Senior
Phoenix, AZ
Cremin Inc
Phoenix, AZ
Advisory Senior
- Effectively manage performance improvement projects, develop analysis, run and engage client teams and stakeholders, and deliver high-quality work products
- Develop work plans for specific components of an engagement and coordinate activities between work streams
- Serve as a fieldwork leader to assist clients in employing proper information systems, resources, and controls to maximize efficiencies and minimize risk
- Commit to developing a strong personal brand by staying informed regarding economic/market developments and their impact on the firm's clients
- Participate in research and provide recommendations for continuous improvement
- Maintain a strong client focus by being responsive to client requests and developing/maintaining productive working relationships with client personnel
- Assist with the development of training materials and/or thought leadership assets for both internal and external use
Houston, TX
Transaction Advisory Senior Associate
Houston, TX
Baumbach and Sons
Houston, TX
Transaction Advisory Senior Associate
- Assist with training and mentoring junior associates and interns
- Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions. Assess the quality of the target company's reported earnings, net assets and cash flows
- Assess the quality of the target company's reported earnings, net assets and cash flows
- The candidate will participate in meetings and conference calls with target company management and with client personnel, and the will serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Between transactions, the candidate will assist with building / maintaining client relationships
- Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of their clients’ investment strategy
- Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions
- Participate in meetings and conference calls with target company management and with client personnel, and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Between transactions, assist with building/maintaining client relationships
present
San Francisco, CA
Distributed Business Advisory Senior Analyst
San Francisco, CA
Mueller, Bernhard and Schoen
present
San Francisco, CA
Distributed Business Advisory Senior Analyst
present
- Evolve and maintain client and business Information Security Administration mutually beneficial support relationships for multiple lines of business
- Provide consultative support to business in information security and risk assessments
- Review risk and control levels for multi-functional areas for GIDA supported distributed systems/applications/tools such as Wintel, UNIX, TPAM or Encryption platforms and propose revisions where necessary
- Proactively review GIDA processes to address business impacts based on metrics review, business and GIDA partner feedback or other sources to identify root causes and possible process improvements
- Coordinate GIDA process changes with the impacted businesses to eliminate surprises, create awareness, obtain buy-in and address business concerns
- Readily adopt automation strategies wherever practical and cost efficient. Partner with peers within other fulfillment centers and across Global Identity Administration to maximize operational efficiencies and effectiveness
- Maintain a professional relationship with our business partners, colleagues and external customers through effective communications and diplomacy to guide and influence IS practices
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Oregon
Bachelor’s Degree in Accounting
Skills
Skills
- Strong analytical and problem-solving skills
- Knowledge of digital media and the underlying practices (display, on-line video, search, programmatic buying)
- Ability to collaborate with clients and identify engagement follow-on opportunities
- Excellent verbal and written communication skills
- CPA, CIA, CISA, CFE, CMA, RICS APC, PMP or CCIM
- Understanding of media performance (broadcast TV, digital, print, etc.) monitoring including delivery against media buys/goals, campaign performance management and measurement, adherence to buying guidelines, and post-buy reporting
- Understanding of marketing, advertising, and media processes including; agency management, agency contracting and third party compliance, creative production, and media financial management
- Experience executing project plans on large, complex engagements from analysis through implementation
- Interview individuals in relation to matrimonial valuations
- Create presentations in support of legal cases
15 Advisory Senior resume templates
Read our complete resume writing guides
1
Advisory Senior Resume Examples & Samples
- Approximately 1-2 years of healthcare advisory/consulting experience in revenue cycle operations as a senior (or above) in a consulting firm or in a senior analyst role in industry, including patient access (scheduling, insurance verification, financial counseling, registration and admitting) and patient accounting (billing, collections, managed care contract administration, etc.)
- Demonstrated Project Management experience, including creating work plans, budgets, and goal setting/benchmarks
- Ability to work collaboratively in a team environment (knows when to lead and when to follow)
- Characteristics of a forward thinker and self motivator that thrives on new challenges and adapts to learning new knowledge
2
Advisory Senior IT Risk Transformation Data Protection Solutions Resume Examples & Samples
- Establish relationships with client personnel at appropriate levels
- Approximately 2-3 years of technical architecture experience integrating data protection software into clients' infrastructure and applications
- Strong understanding of regulatory requirements and compliance issues affecting clients related to privacy and data protection, such as GLBA, Basel II, EU Data Protection Directive, International Cross Border, and U.S. State Data Privacy Laws
- Working knowledge of operating systems, mainframe security packages, and relational database management systems
- Willingness to travel to meet client needs; travel is estimated at 60-80%
3
Advisory Senior Resume Examples & Samples
- Perform vulnerability and attack and penetration assessments in internet, intranet and wireless environments
- Perform discovery and scanning for open ports and services
- Apply appropriate exploits to gain access and expand access as appropriate
- Participate in activities involving application penetration testing and application source code review
- Interact with the client as required throughout the engagement
- Produce reports documenting discoveries during the engagement
- Debrief the client at the conclusion of each engagement
- Participate in research and provide recommendations for continuous improvement
- A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience in the field of computer science, information systems, engineering or a related major preferred
- Approximately 1-2 years of experience preferred in one or more of the following areas: attack and penetration testing; security testing of web-based applications; application security source code assessments
- Strong Unix, NT, networking and wireless security; deep understanding of TCP/IP networking
- An understanding of web-based application vulnerabilities and strong technical skills related to a broad range of operating systems and databases
- Experience with programming languages such as Java, C, C++, C#, asp, and .NET; application development experience is a plus
- Experience developing custom scripts or programs (used for port scanning and vulnerability identification) is a plus
- Excellent teaming and communication skills
4
Advisory Senior Resume Examples & Samples
- Participate in client engagements to document business processes and generate presentations highlighting business process strengths, gaps and areas for improvement across the commodity trading value chain for clients with supply, marketing and trading operations
- Understand commodity transaction types (physical and financial) across multiple markets – includes understanding and explaining rationale for hedging strategies and short- / long-term business objectives of the client
- Participate in cross functional discussions with client business units to determine and document functional requirements for potential trading application upgrades and/or implementations
- Maintain a strong client focus by being responsive to client requests and developing/maintaining productive working relationships with client personnel
- Stay informed of current business, economic and regulatory developments relevant to our clients
- Provide supervision and mentoring to engagement staff
- Assist with campus and experienced recruiting efforts
- Contribute ideas and opinions to the engagement and practice team and proactively listen and seek out team members’ ideas and views
- Utilize technology to continually learn, share knowledge with team members, and enhance service delivery
- Seek out opportunities to present EY's services suite to clients – includes participating in sales opportunities
- Relevant work experience, which could include industry experience gained as a risk, back-office or technology professional
- Certification or other relevant certification (preferred but not required)
5
Advisory Senior Resume Examples & Samples
- Experience executing project plans on large, complex engagements from analysis through implementation
- Experience working in Big 4, global management consulting firm or Blue Chip company, preferably with government and public sector focus
- Ability to collaborate with clients and identify engagement follow-on opportunities
- A bachelor's degree and approximately 2 years of relevant work experience; or a master's degree with an emphasis on organizational development or other related field and approximately 1-2 years of relevant work experience
- Minimum of 1 year relevant experience in: Visioning and Strategy workshop design and delivery, Leadership Alignment and Development, Stakeholder Management, Communications, Operating Model and Organizational Design, Governance, Training, Competency Assessment, Workforce Strategies, Talent Management and Culture Change
- Must be eligible to receive a secret clearance or higher
- PROSCII Change Management Certification
6
Advisory Senior Resume Examples & Samples
- Approximately 1-2 years of healthcare advisory/consulting experience as a senior (or above) in a consulting firm or in a senior analyst role in industry
- Professional experience with operational process mapping
- Conduct client interviews and facilitate client meetings
- Conduct detailed analyses to draw conclusions, and develop pertinent and insightful recommendations
- Ability to read and interpret financial statements and contract terms, utilize complex financial models
- A valid US driver's license and a valid passport required; willingness and ability to travel internationally
7
Advisory Senior Resume Examples & Samples
- An optimal applications portfolio and governance structure that aligns with IT strategy and business architecture
- Prefer approximately 1-2 years of experience working with ERP based systems (SAP or Oracle) in business operations, corporate finance or enterprise technology
- Knowledge of leading practices, benchmarking, peer company environments and prior advisory experience relevant to industry specific finance and technology functions
- Prior advisory industry experience preferred
8
Treasury Advisory Senior Resume Examples & Samples
- Exposure to Treasury Operations, Risk Management, Cash Management, and Treasury systems
- Experience of supporting the delivery of consultative advisory solutions
- Understanding of treasury implementation processes and projects
9
Capital & Debt Advisory, Senior Executive Resume Examples & Samples
- Running transactions on a day-to-day basis, - this involves working closely with funders and other advisors (both EY and non-EY) as well as key company management team contacts
- Preparation of key transaction documentation such as information memorandums, management presentations, structuring analysis and various financial models / discussion materials to assist in advisory and debt financing discussions
- Targeting, marketing, preparation of proposal materials, client coverage and working as part of the team to develop proposals for new business
- Experience in advisory/lending/debt execution and/or investment banking after execution
- Industry and turn-key intermediary experience and negotiating skills
- Professional demeanour and strong communication skills, both written and oral
- A strong finance, accounting, and/or economics background preferred
- Bachelors required; MBA and/or other qualifications a plus
- Counselling/coaching experience is desirable
- Identify and assemble "best team" to execute a transaction
- Project management, delegation and staff supervision are central to this role, allied to strong sector and corporate finance experience and insight
10
Transaction Advisory Senior Resume Examples & Samples
- Mergers, buyouts and disposals
- Strategic advice
- Build on and develop internal and external networks through personal contacts
11
Transaction Advisory Senior Associate Resume Examples & Samples
- As a key member of the Transaction Advisory audit team, you will have the opportunity to utilize your technical, analytical, organizational and client service skills to
- Participate in meetings and conference calls with target company management and with client personnel, and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters. Between transactions, assist with building/maintaining client relationships
- Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
- Keeping abreast of latest developments and ensuring professional development through ongoing education
- Recognizing and informing senior management of opportunities to increase level and types of services to clients
- Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
- Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
- Assist with training and mentoring junior associates and interns
12
Advisory Senior Resume Examples & Samples
- A bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2 years of related work experience
- A minimum of 2 years of related audit or applicable business experience
- Understanding of the application of Data analytics and analysis of results
13
Advisory Senior Resume Examples & Samples
- An undergraduate or graduate degree in accounting, finance or business related field
- A minimum of 3 years of related work experience or a graduate degree and approximately 1-2 years of related work experience
- Understanding of marketing, advertising, and media processes including; agency management, agency contracting and third party compliance, creative production, and media financial management
- Understanding of media performance (broadcast TV, digital, print, etc.) monitoring including delivery against media buys/goals, campaign performance management and measurement, adherence to buying guidelines, and post-buy reporting
- CPA, CIA, CISA, CFE, CMA, RICS APC, PMP or CCIM
- MBA or MS degree
- Knowledge of digital media and the underlying practices (display, on-line video, search, programmatic buying)
14
EU Advisory Senior Resume Examples & Samples
- Preparation of proposals and their co-ordination
- Contribution to and co-ordination of various assignments for private sector and government
- Assistance in various client meetings
- Data Analysis and report writing
- Other related work
15
Advisory Senior Resume Examples & Samples
- Stay abreast of current business and industry trends relevant to the client's business
- A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience. A degree with an emphasis in Finance, Accounting, and/or Business; CPA, MBA, MHA and/or MPH is a plus
- Professional experience with operational process mapping, cost reduction planning and implementation
- Develop work plans for specific components of an engagement and coordinate activities between work streams
- A willingness to travel to meet client needs; travel is estimated at 80%; a valid driver's license in the US and a valid passport required; willingness and ability to travel internationally
16
FSO Advisory Senior Resume Examples & Samples
- Front, middle, or back office processes
- Implementation of internal controls for business processes; and,
- Financial and regulatory reporting, operational risk or enterprise risk assessment, and credit or market risk functions
- Ability to assess and decompose financial services industry processes utilizing a risk and control focus; and,
- Project management and teamwork skills, and the ability to work with minimal supervision
17
Hcmc Transaction Advisory Senior TAS Resume Examples & Samples
- A Bachelor’s degree in accounting, finance or related field
- Minimum 3 years of related experience in audit (preferable), finance or accounting
- Strong technical accounting skills with detailed knowledge of Vietnam Accounting Standards (knowledge of IFRS a plus)
- Strong verbal and written English communication skills as report writing is required to serve TAS clients
- Excellent analytical, problem solving, project management and interpersonal skills
- Ability to work independently in fast-paced, multi tasked environment
- Ability and willingness to learn and adapt in an ever changing environment to meet client needs
- Willingness and ability to travel at short notice
- PC proficiency including MS Excel, Word and Power Point
- A dedication to teamwork
- CPA/ACCA certificates a plus but not required
18
Advisory Senior Resume Examples & Samples
- A bachelor’s degree in accounting, finance, business, computer science, information systems, engineering, or other related field
- Actively pursuing a relevant professional industry designation such as a CISA, CISM, or CISSP
- A minimum of three years of recent relevant experience working as an IT auditor or IT risk advisor for a public accounting firm, a professional services firm or within industry; prior experience in the financial services sector is preferred
- Strong writing, presentation, conceptual, analytical, and interpersonal skills
- Ability and willingness to travel
19
Tas-infrastructure Advisory, Senior Resume Examples & Samples
- Advanced degree(s) in overseas and applicable professional certification(s) are advantageous
- At least 4 – 6 years of related work experience
- Experiences in dealing with government sectors is preferred
- Demonstrated work initiative and the ability to adapt to new challenges and ideas
- Dedication to teamwork and work well in a dynamic environment and demanding situations
20
Advisory Senior Resume Examples & Samples
- Understand/communicate complex insurance and banking processes, operational issues and solutions
- A bachelor's degree and at least 3 years of recent relevant work experience; or a graduate degree and at least 2 years of recent relevant work experience
- A minimum of 2 years of experience in consultancy, professional services, project management or an operational role within a bank and/or insurance company; prior Big 4 Experience is a plus
- Experiences with a range of the following topics are preferred: underwriting, reinsurance finance, claims management, (re)insurance technology vendors, banking operations, banking technology vendors
- Demonstrated ability to supervise teams through all phases of the project lifecycle, including requirements definition, process documentation, test management, data migration and business operations design
- Prior software application/package experience in any of the following would be beneficial: Guidewire, SAP, Oracle, SICS, Xuber and banking applications
- An ability to work a flexible schedule, as overtime and travel will be required
- A dedication to teamwork and integrity within a professional environment
21
Technology Advisory Senior Associate Resume Examples & Samples
- Two (2) or more years of prior experience in management consulting, technology advisory, or technology project management required
- Excellent oral and written communication skills, including the ability to create a work product to be reviewed by others
- Superior analytical skills, including ability to identify issues and anomalies
- Ability to work in a deadline-driven environment and contribute to multiple projects simultaneously
- Ability to participate in a team environment on engagements and contribute to the professional development of assigned personnel
- Ability to interact effectively with people at all organizational levels of the firm
22
Advisory Senior Associate Resume Examples & Samples
- Develop, supervise, and mentor staff members. Assess performance of staff members for engagement reviews; perform in-charge role as needed
- Assist in client management, practice development and recruiting activities
- Help identify performance improvement opportunities and effectively communicate comments to internal and client management
- Develop strong comprehensive understanding of the client’s business and industry
- Manage the day-to-day aspects of engagements, execute tests of controls, review work product from staff members, manage engagement economics, assign and prioritize engagement tasks, and communicate engagement progress, issues and conflicts to the management team
- Think strategically about practice enhancements and be able to embrace and manage change
- Bachelor’s Degree in Computer Science, MIS, Information Technology, Finance, Accounting, and/or Business Administration
- A minimum of two to five years of experience in an Advisory Services function or in a similar practice or function with a Public Accounting or Consulting firm
- Prior experience applying internal control principles and business/technical knowledge, including ITGC, application controls and financial reporting concepts. SOC and/or attest engagement experience is strongly preferred
- Ability to manage and develop staff in a highly interactive team environment
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Travel up to 50%
- Basic understanding and experience with professional standards and regulations (GAAS, NIST, COSO, COBIT, SOX, ISO, HIPAA, GLBA, Regulation AB) preferred
- Practice development experience preferred
23
Advisory Senior Resume Examples & Samples
- Interview individuals in relation to matrimonial valuations
- Create presentations in support of legal cases
- Research and document issues
- Strong interest in valuation field
- Strong computer skills, including proficiency in Microsoft Office
- 3-5 years public accounting experience
- CPA preferred
24
Accounting Advisory Senior Resume Examples & Samples
- Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements
- Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations
- Work on engagement teams and support managers on small to mid-size private company management and compilation reports
- Participate in multiple engagements and interact with client personnel throughout the implementation
- Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions
- Participate in special projects for our clients that provide further growth and learning experiences, as needed
25
Capital Markets & Accounting Advisory Senior Associate Resume Examples & Samples
- Staying current and applying applicable technical accounting and financial reporting standards, supporting resolution of technical issues through effective analysis of accounting standards/issues
- Identifying and elevating issues early, proposing solutions and communicating them effectively to team members and the client; and,
- Enhancing the quality of work by actively supervising and coaching others
26
Advisory Senior Resume Examples & Samples
- Work as a Technical Lead in the IT Advisory Services team to contribute in various technical streams of packages implementation project
- Building and maintaining relationships with the client, key stakeholders,
- Manage the performance management for the direct reportees, as per the organization policies,
- Take responsible for technical documents. Ensures all areas are well documented
- Participates in architecture, development and document standards decisions
- Documents own work and ensures areas of responsibility are well documented
- Participates in the development of test plans, test scripts, cases and acceptance criteria and ensures test plans address all business requirements
- Coordinates testing, draws conclusions and raises issues from testing results. Communicates to project and leads
27
Infrastructure Advisory Senior Associate Manager Resume Examples & Samples
- Minimum 5 years work experience in providing value added business advisory services (e.g. in relation to business cases, project financing and funding, financial analysis and modeling, risk simulations, procurement, economics, strategy, due diligence, contract management, asset management), ideally for major infrastructure projects over their lifecycle
- Superior analytical skills and capacity to provide quality deliverables with an attention to details
- Experience interfacing directly with senior client staff
28
Technology Advisory Senior Associate Resume Examples & Samples
- Participates in and contributes to engagement projects in consultation with engagement manager
- Takes lead or supporting role in creating and preparing presentations of BDO work product to client
- Creates project plans for client, identifies key issues and makes recommendations to address issues
- Participates in evaluating and recommending alternative courses of action and potential solutions to achieve best result for client in consultation with engagement manager
- Prepares reports for client highlighting work performed, issues identified and BDO recommendations
- Coordinates with other BDO practices in relation to technical issues and other due diligence projects components
- Supervises the day-to-day workload of Associates on assigned engagements; reviews work product, provides timely feedback and assists in the development of goals and objectives to enhance Associates’ professional development
29
Advisory Senior Resume Examples & Samples
- Commit to developing a strong personal brand by staying informed regarding economic/market developments and their impact on the firm's clients. Continually progress towards attaining professional credentials from the Society of Actuaries and/or other industry organizations
- A minimum of two years of relevant experience in an actuarial-oriented position; experience within a professional services and/or public accounting firm preferred
- Actively pursuing Associateship within the Casualty Actuarial Society with a minimum of 3 actuarial exams passed; candidates actively pursuing other internationally recognized actuarial designations will also be considered
30
Distributed Business Advisory Senior Analyst Resume Examples & Samples
- Review risk and control levels for multi-functional areas for GIDA supported distributed systems/applications/tools such as Wintel, UNIX, TPAM or Encryption platforms and propose revisions where necessary
- Readily adopt automation strategies wherever practical and cost efficient. Partner with peers within other fulfillment centers and across Global Identity Administration to maximize operational efficiencies and effectiveness
- Works with the business to validate compliance with IS policies, practices, and procedures
- Maintain tracking of the Business Advisory engagements to closure and provide effective metrics on the associated work effort
- Support the GPO – CRM and IS Business Advisory in meeting any Ad hoc requirements from CSS and IS related to Client Relations and Business Advisory
- 3-6 years work experience supporting distributed systems such as UNIX, Wintel or Encryption platforms
- Must be committed to the delivery of quality customer service
- Deep knowledge GIDA supported systems or applications
- Programming language knowledge preferred: VB, JavaScript, HTML, Shell Scripts, or VI scripting
- General knowledge of Identity Administration practices on various platforms, applications and systems across Citi
31
Advisory Senior Associate Resume Examples & Samples
- 40 hrs/week, Mon-Fri, 8:30 a.m. - 5:30 p.m
- R&D Analytics: enterprise information management, reporting, analytics, or information visualization and processes such as process mapping, design, optimization and redesign
- R&D Technology: technology requirements gathering, technology design, technology user acceptance testing, or technology implementation
- R&D Strategy with decision making, performance management, or Mergers & Acquisitions/Deals/Transactions
- R&D Planning, Management, Operations: Strategy, Finance, Procurement or Sourcing, Strategic planning for product development, transformation, innovation, product lifecycle management; and
- Identifying and addressing client needs
32
Controls Advisory Senior Associate Resume Examples & Samples
- Run client engagements from start to finish, which includes planning, executing, directing, completing, and managing to budget
- Supervise, train, and mentor associates and interns on audit and review processes and assess performance of staff for engagement reviews; perform in-charge role as needed
- Review operational and financial processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of processes, as well as the risks associated with Sarbanes-Oxley as it pertains to internal controls
- Work closely with clients and staff to develop client and project risk assessments, implement opportunities and provide recommendations regarding business process optimization, profit improvement, internal control, and compliance
- Maintain a good working relationship with clients to enhance customer satisfaction
- 2 to 6 years of related work experience in a similar consulting practice servicing cross-industry clients; or relative role (internal audit / SOX) within industry
- Ability to supervise staff and lead projects
- Excellent analytical, organizational and project management skills
- Strong computer skills including proficiency in Microsoft Office Suite applications
33
Contols Advisory Senior Associate Resume Examples & Samples
- Use automated tools to help clients asses risk exposure and document internal controls
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
- Ability to work additional hours as needed and travel on a regular basis to clients as required
- CPA, CIA, CISA, CISSP, or CISM license/certification
34
Audit Advisory Senior Resume Examples & Samples
- 4-5 years of experience in public accounting, finance, auditing, audit management, budget, business plan, business strategy
- Extensive knowledge of best practice in finance strategy, operating model design, performance management, coast management, finance process optimization and profitability analysis
- Postgraduate and/or a higher degree in Accounting/Finance
- International accounting qualification: CA, ACCA, or CPA certification are considered as a strong asset
- Ability to become proficient with various software applications specific to the firm’s needs
35
Capital & Debt Advisory, Senior Executive Resume Examples & Samples
- Targeting, marketing, preparation of proposal and advice materials, client coverage and working as part of the team to develop proposals for new business
- Experience in advisory/lending/debt execution and/or investment banking execution
- High proficiency with Microsoft Excel, Word, and PowerPoint
