Advisory Services Senior Manager Resume Samples
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Advisory Services Senior Manager Resume Samples
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ID
I Doyle
Isidro
Doyle
81105 Leonel Passage
Chicago
IL
+1 (555) 531 7683
81105 Leonel Passage
Chicago
IL
Phone
p
+1 (555) 531 7683
Experience
Experience
Boston, MA
Advisory Services Senior Manager
Boston, MA
Pouros-West
Boston, MA
Advisory Services Senior Manager
- Delegates all work assignments, manages/approves the quality of the work and drives the people management activities within the team
- Strategy and implementation of Master Data Management, Data Governance, Enterprise Data Management, Enterprise Content Management and Knowledge Management
- Prior management responsibility of a provider based materials management department (e.g., purchasing, central supply, lab, etc.)
- Lead Consulting engagements that solve complex issues such as transforming finance operating models and sharpening performance management framework
- Develop and implement risk management control frameworks covering governance, policies, procedures, process and controls
- Interface directly with client leadership, perform project management and manage client expectations
- Develop and maintain productive relationships with client management throughout the project while establishing expectations of value to be delivered
New York, NY
Business Advisory Services, Senior Manager
New York, NY
Lebsack-O'Conner
New York, NY
Business Advisory Services, Senior Manager
- Participate in internal auditing outsourcing and co-sourcing engagements for clients
- Develop a project vision and set challenging personal and client service team goals
- Handle day-to-day practice and client administrative matters (billing, performance reviews, client acceptance, engagement letter preparation, etc.)
- Lead engagements with performing general computer and application controls reviews
- Work with management consulting teams to implement controls in new systems deployment
- Apply current knowledge of IT trends and IT systems processes to identify security engagement issues and risk management issues
- Work with audit and assurance teams and the client to plan engagement strategy, define objectives, and address technology-related controls risks
present
Detroit, MI
Transaction Advisory Services Senior Manager
Detroit, MI
Greenfelder, Lehner and Kessler
present
Detroit, MI
Transaction Advisory Services Senior Manager
present
- Lead business development activities to sell work through development of internal and external client relationship networks
- Develop and maintain strong working relationships with key business decision makers, communicating the value of the firm's services and winning business
- Develop and deliver quality tax planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
- Develop and mentor staff, senior and manager level engagement team members
- Proven track record of success and strong, established network of relationships
- Participate in engagement management, engagement execution and reporting, and client relationship building and management
- Develop, train and mentor engagement team members at the Manager, Senior and Staff levels
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
West Virginia University
Bachelor’s Degree in Business
Skills
Skills
- Strong written and verbal communication skills for report writing and client presentations
- Analytical skills; specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus
- Effective leadership, project management and teamwork skills
- Mutual funds, institutional separately managed accounts, exchange traded funds (ETFs)
- Hedge funds, private equity, real estate and asset servicing
- Portfolio management, trade order management, trade routing and execution, clearing and settlement
- Performance measurement
- Investment compliance
- Regulatory compliance
- Investment recordkeeping or fund accounting
11 Advisory Services Senior Manager resume templates
Read our complete resume writing guides
1
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Perform due diligence assessments to compare the business state of a targeted company to the acquisition strategy of a client and advise on risks and transaction valuation issues
- Design/Scope, sell, and lead operations and IT improvement projects that effectively address a buyer’s or seller’s pre- and post-deal business needs
- Analyze operational and capital expenditures (historical and projected) to determine if investments in operations and technology are appropriate
- Assess ongoing and planned projects to identify risks, and to confirm return on investment (ROI) projections, scope, resource allocation, and project timing
- Identify limitations of existing hardware and software infrastructure, and business operations to support company initiatives
- Assess cost reduction and continuous improvement processes
- Challenge integration assumptions around synergies, costs, and timing, and develop integration plans, teams, and budgets
- Conduct interviews and discussions to assess the operations and technology infrastructures of a target and determine potential investment risks
- Summarize key investment risks and communicate them to senior client executives
- Prepare comments on investment model inputs and communicate cash flow impacts associated with a target's operations and/or technology investments and/or plans
- A bachelor's degree (a major in technology, business or a related field is preferred)
- A MBA or graduate degree is preferred
- Proven ability to design, scope and lead projects
- The ability to make detailed assessments of the information technology, operations, and/or manufacturing infrastructure capabilities of a company and to determine associated investment risks and improvement opportunities
- A strong work initiative, ability to work autonomously, and ability to adapt to new challenges and highly fluid work environments
2
Advisory Services Senior Manager Resume Examples & Samples
- IT Optimization
- IT Business Performance
- Horizon Technologies (Cloud Computing; Social Networking technologies; Mobile Technologies)
- A bachelor's degree and approximately8 years of related work experience; or a graduate degree and approximately7 years of related work experience
- A bachelor's degree in MIS, Engineering, Applied Science, or Operations Management preferred
- Certifications in ITIL, CMMI, COBiT, etc. a plus
- Prefer8 years of industry/advisory experience
- A professional services background preferred
- Substantial deployment experience related to the ServiceNow platform
- Analytical and conceptual thinking skills with the ability to be innovative
3
Transaction Advisory Services Senior Manager Resume Examples & Samples
- A degree in business, finance, economics, engineering and/or other appropriate academic major
- A minimum of 7 years of experience primarily in strategy development, market research, or other analytical disciplines
- A minimum of 6 years of experience will be accepted for those with a relevant graduate degree (MBA or MS)
- A keen ability to make detailed analysis of industries including products, markets, competitors and customers to identify risks and opportunities
- Demonstrated aptitude for quantitative and qualitative analysis and the ability to link findings to deal issues and revenue projections
4
Advisory Services Senior Manager Resume Examples & Samples
- A degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
- Experience in developing advisory solution offerings and marketing assets preferred
- Excellent team collaboration and teaming skills
- Strong engagement management and delivery skills (i.e. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement work stream)
- Demonstrated history of partnering with other business and IT advisory practices/functional practitioners to develop an integrated go-to-market approach and deliver cross-functional solutions
- Demonstrated some knowledge of all phases and aspects of methodology of IT integrations, carve-outs
- Demonstrated some transaction knowledge in financial services industry IT workstream and related activities
- Demonstrated ability to identify integration risks and issues
- Built trusted relationships as a strategic technology advisor with clients, and ability to work internally across Ernst & Young advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
- Provided high quality client service by directing daily progress of engagement work, informing leadership of engagement status, and managing staff performance
- Used knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues and communicated this information to the engagement team and client management through written correspondence and verbal presentations
- Knowledge of key IT management processes and industry frameworks (e.g. CMMI, COBIT,ITIL, Six Sigma, ISO 2700x, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc.)
- Experience working with IT leadership (CIO, IT Director) and business leadership (CFO, COO, Business Unit President, etc.) to help shape and guide the IT strategic and improvement agenda
- IT Complexity Management
- Application Portfolio Rationalization
- IT Financial Management and Planning
- Sourcing Strategy and vendor management
- Application Development and Maintenance Strategy
5
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Significant experience structuring infrastructure financing transactions and/or procurements and the commercial aspects of the associated documentation
- Demonstrated ability to lead multiple teams and projects simultaneously
- Outstanding communication and organizational skills
- Strong relationship building and networking abilities with proven success in business development preferred
- Dedication to teamwork
6
Advisory Services Senior Manager Resume Examples & Samples
- Credit Cards/Payments
- A degree in business administration, engineering, or in a business related field; CFA, CPA and or MBA a plus
- A minimum of 6+ years of experience in leading multiple large-scale operations and technology change initiatives with "brand name" consulting firms, or internal consulting organizations at leading corporations
- A minimum of 6+ years experience in Financial Services, with deep domain knowledge in core banking, consumer, mortgage - loan originations, servicing fulfillment and securitization/secondary markets, auto - finance, credit cards/payments and core banking - eCommerce/Mobile Banking, Deposits, Checking, ATM, etc
- Understanding of key technology and services vendors and products supporting the lending industry
- Prior experience in designing operations processes, identifying target metrics, developing business requirements for systems solutions
- Ability to effectively communicate and present to senior level client executives (E- and C-Level)
- Strong analytical skills; specifically, the ability to diagnose end-to-end lending originations and servicing operations to identify opportunities to improve performance and effectiveness; six-sigma certification or exposure to other performance improvement methodologies a plus
- Strong skills in developing business cases and financial impact of the proposed initiatives on the client's Profit and Loss
- Design of business solutions and process solutions
- Vendor selection
- Process design and implementation support
- Process selection and proof of concept
- Business and process reengineering
- Business rules/business process management automation/workflow
- Document management automation
- Functional package Implementation
- JRules
7
Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and approximately 8 years of related work experience; or a master’s degree and approximately 7 years of related work experience
- A minimum of 6 years of 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 a financial services company
- Valuation and/or transaction processing knowledge of fixed income, commodity, equity and foreign exchange cash and derivative products
8
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead client engagement teams executing Private Equity Value Creation which support key decision makers in developing and executing their transaction strategy to secure deal value
- Demonstrate strong transaction knowledge in a particular industry (e.g., manufacturing, life sciences, consumer product goods, industrial products, technology, retail, etc.) as well as depth in a particular functional area (e.g., Pricing, Sales & Marketing, Information Technology, Supply Chain, and Finance)
- Demonstrate ability to identify operations performance improvement and value creation
- Lead business development activities to sell work through development of internal and external client relationship networks
- Experience in operations performance improvement, private equity value creation, business integrations, and carve-outs, with a demonstrated aptitude for quantitative and qualitative analysis
- Experience in operational due diligence and private equity due diligence
- Ability to manage complex data models and derive insights
9
Advisory Services Senior Manager Resume Examples & Samples
- IT Technical and Operations Management
- IT Application Management
- IT Management and Compliance
10
Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6+ years of relevant experience with federal banking agency (Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision) a plus
- Knowledge of bank regulatory requirements, as well as compliance practices (e.g. Compliance, Risk Assessment, Monitoring and Testing, Policies and Procedures) – experience with the design, development an dimplementation of internal controls for financial services business process a plus
- Effective leadership, project management and teamwork skills
11
Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6+ years of relevant experience with federal banking agency (Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision)
- Knowledge of accounting, regulatory reporting and/or regulatory reporting software packages, as well as bank compliance practices
- Prior experience in consulting preferred
12
Transaction Advisory Services Senior Manager Resume Examples & Samples
- An accounting major preferred; or a master's degree in accounting, MST or JD/LLM preferred
- A minimum of 7 years of relevant tax experience (M&A tax due diligence, deal structuring, and post acquisition planning experience preferred)
- Strong communication, presentation, project management, and business development skills
- Strong writing, research and analytical skills
- Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
13
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Participate in financial due diligence (audit) engagements related to acquisitions by private equity investor groups and strategic corporate buyers
- Manage expectations of transaction audit service
- Develop people and supervise CPAs and other audit staff effectively
- Understand EY's service lines and generate new opportunities for EY to serve clients
- A bachelor's or graduate degree in accounting or related field
- An active Certified Public Accountant (CPA) certification
- A minimum of 7 years’ public accounting experience (experience related to mergers and/or acquisitions transactions preferred)
- Strong analytic and interpersonal skills
14
Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, design, development, conversion and testing
- A willingness to travel to meet client needs; estimated at 80-90%
- Data Management Experience in developing enterprise data strategies and roadmaps
- Experience in developing architectural and design patterns, considerations, solution options, and impact
- Design and implementation of ETL solutions using one of the leading ETL packages (e.g, Informatica, Ab Initio, DataStage)
- Design and implementation of an operational data store and data warehouse on one of the leading platforms (e.g., Oracle, DB2, Teradata. Sybase, SQL Server, Netezza)
- Data Quality and Governance Identification and analysis of data issues impacting financial services organizations
- The ability to design and recommend governance structures and control frameworks for the ongoing management of data at financial services organizations
- Experience with large scale data remediation projects, from issue identification, through to remediation/resolution as it relates to specific regulatory, risk, or operational issues
- An experience with key data quality applications available in market
- Business Intelligence Development of reporting and analytics business capabilities, strategy and roadmap
- Facilitation and definition of reporting and analytics business requirements
- Definition of Business Intelligence technical architectures
- Business Analytics Ability to analyze and review client business data to identify key indicators pertaining to operations, risk, finance, compliance, or process and controls
- Ability to perform data forensics to identify suspicious banking, brokerage or insurance transactions in such areas as anti-money laundering, trade surveillance, or fraud
- Experience using analytics/BI packages (e.g. Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, SAS) to build client analysis solutions
- Risk Consumer Credit Risk
- Experience specifically with risk in credit card, mortgage or capital markets
- Compliance Consumer banking compliance
- Anti-money laundering
- Insurance regulatory compliance
- Asset management compliance
- Finance General Ledger and Consolidations
- Planning and Forecasting
- Treasury
- CRM Sales, Service and/or Marketing
15
Advisory Services Senior Manager Resume Examples & Samples
- Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about engagement milestones, workstream progress, potential issues, budget and timeline changes and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Consistently lead high quality business and IT strategies, systems analysis, design, data analysis, IT system architecture roadmapping, configuration, and implementation projects to our clients
- Demonstrate IT technical capabilities across the IT systems development life cycle activities and professional knowledge of compliance systems and processes. Demonstrate ability to quickly assimilate new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
- Generate new business opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- Assessment and implementation of new/changing regulations on trading/operations environments
- A bachelor's degree a minimum of 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience; a minimum of 6 years of experience working within one or more of the following areas: Business, IT and/or Risk Transformation, Business/IT Strategy Development, System/Current State Assessments, Business, Functional and Technical Requirements Definition and Design, Large Scale, Complex Project and Program Management, People & Organizational Change Management, Business/IT Process Re-engineering, Opportunity and Business Case Definition, Business/Technical Architecture Design, Data Architecture, Data Mapping and Conversion, System Selection and Implementation Support, Proof of Concept and Pilot Development, and Quality Assurance and Testing
- A bachelors degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
- Demonstrated ability to manage, supervise and build an effective team of technology advisors through all phases of regulatory transforamtion life cycle, including requirements definition, architecture design, configuration/implementation, conversion and testing; experience of running large transformational projects or programs
- Demonstrated ability establishing new organizational and governance structures to successfully execute business and IT strategies
- Significant process and operations transformation consulting experience with a particular focus on financial services
- Experience leading complex initiatives across multiple disciplines and workstreams using a variety of methodologies and techniques
- Valid driver's license in the US and a valid passport required; willingness and ability to travel both nationally and internationally to meet client needs
16
Advisory Services Senior Manager Resume Examples & Samples
- Definition and design of business and technical requirements
- Data architecture, data mapping and conversion
- Root cause analysis
- Understanding of AML Regulations and enforcement actions
- Understanding of Trade and Regulatory Reporting requirements (e.g., NASD OATS, FRB-NY, FATCA)
- AML remediation and mitigation of process and controls risk
- KYC Vendor Solutions - Cicada, GoldTier, TurboCompliance, Syfact
- Trade Surveillance Vendor Solutions
17
Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Experience in developing enterprise data strategies and roadmaps
- Business Intelligence
- Development of reporting and analytics business capabilities, strategy and roadmap
- Risk
- Consumer Credit Risk
- Consumer banking compliance
- CRM
18
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Manage and supervise a team of analytics professionals through all phases of the engagement lifecycle, including requirements definition, design, development, testing and post-delivery support. Demonstrate high levels of technical and professional knowledge and quickly assimilate new knowledge
- A bachelor's degree and at least 8 years of (or a master's degree and at least 7 years of) experience in developing predictive and prescriptive analytics solutions associated with acquisitions and divestitures, capital structure optimization, working capital improvements and other types of corporate finance transactions
- Degree in statistics, mathematics, related data science or finance / economics with relevant work experience; CPA or CFA strongly preferred
- Business development and client management experience
- Track record in managing project expenditures against budget and revenue, and providing guidance to team members to ensure the completion of work deliverables
- Expert level skills in statistical software packages (SAS, SPSS, R). Experience in visualization applications (Spotfire, Tableau, PowerView) preferred
- Prior consulting industry experience preferred
- This position also requires 20-40% travel
19
Advisory Services Senior Manager Resume Examples & Samples
- Approximately 6+ years of healthcare advisory/consulting experience, preferably with prior experience as a senior manager (or above), in a consulting firm or in a senior management role within industry
- Previous experience leading large scale change efforts for clients, hospital financial turnaround or significant performance improvement activity including assessment and implementation activities including measurement and monitoring of results
- Ability to read and interpret financial statements and contract terms,
- Ability to develop, analyze and utilize complex financial models, (Microsoft Excel and Microsoft Access)
- Manage day to day interactions with executive clients and sponsors (c-suite)
- Demonstrated record of driving revenue within existing healthcare clients and in developing new prospects at the "C" level of large healthcare companies
- Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies
- Develop practical solutions and methodologies; develop "thought leadership" and "point-of-view" documents; participate in public speaking events; get published in industry periodicals
- Ability to lead a team of consulting professionals on multiple projects to work independently, manage small engagements or parts of large engagements
- Strong analytical and problem-solving skills with the ability to exercise mature judgment
20
Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6 years of related experience in Real Estate experience in the capacity of service provider or within a Real Estate investment organization
- A working knowledge of one or more of the following systems: MRI, Yardi, Cougar, Resolve, CTI, Argus, JD Edwards or other similar Real Estate system(s) preferred
- Proficiency with Excel and Word, MS Office and Lotus Notes. strong analytical, interpersonal and communication skills
21
Advisory Services Senior Manager Resume Examples & Samples
- A degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
- A minimum of 6+ years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
- Experience working in a wealth management firm, private bank, investment management firm, capital markets firm, or as a consultant in one of these companies
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the Wealth Management area
- Investment products (all asset classes)
- Financial planning and advice
- Retirement planning/trust services
- Development of multi-phase roadmaps and/or operating models
- Regulatory, compliance and risk management
- Business and technology architecture design
- Implementing operational risk technology in a wealth management environment
- Evaluating and selecting a broad spectrum of wealth management point solutions across multiple client segments
- Requirements and implementation in performance measurement client data, and client reporting
- Performance Measurement (i.e., Eagle, DST, Investment Scorecard, Informa)
- Back Office systems (i.e., Beta Thompson, Broadridge/ADP, National Financial and Sungard)
22
Advisory Services Senior Manager Resume Examples & Samples
- Hedge funds, private equity, real estate and asset servicing
- Portfolio management, trade order management, trade routing and execution, clearing and settlement
- Transfer agency services
- A degree in finance, accounting, or a related business discipline; Masters or MBA degree preferred
- A minimum of 6+ years of experience working at a professional services firm, financial services company or comparable experience working at a third-party service provider or software provider
- Demonstrated ability to be a leader and effective contributor to a team through all phases of the initiative life cycle
- Demonstrated record in driving revenue within existing and new clients at the "C" level of Fortune 500 companies
- Willingness to travel to meet client needs up to 75-80%
- Trading or portfolio management support
- Investment or fund accounting, insurance accounting or shareholder recordkeeping
- Business requirements
- Implementing performance measurement or performance attribution applications
- Fund accounting or investment recordkeeping
- Investment data management
- Portfolio Management, order management and/or investment compliance (i.e., Charles River, Latent Zero, Advent Moxy, EzeCastle, PORTIA)Performance Measurement (i.e., Eagle, DST)
23
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead assignment planning on behalf of the engagement Partner to include defining the scope of work, clearing conflicts, budgeting issues and dealing with staff planning
- Deliver detailed financial and commercial analysis, identify key issues and potential areas of sensitivity and following these up with management or stakeholders as appropriate
- Drafting presentations to stakeholders and assisting with delivery
- Proactively share technical knowledge with team, play a key role in team training
24
Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6+ years of 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 a financial services company
- Strong analytical and problem solving skills and demonstrated knowledge in credit and/or market risk measurement and management
- Ability to converse with counterparts at financial institutions regarding credit risk management, Risk Adjusted Performance Measures (RAPM) and economic capital topics and current practices
25
Advisory Services Senior Manager Resume Examples & Samples
- Experience in clinical operations, care management/care coordination and/or throughput experience in a provider setting, some of which is at the management level a degree with an emphasis in Business, Healthcare Administration or Industrial Engineering
- Current R.N. license with solid medical-surgical background is required (3+ years)
- Approximately 5 years of healthcare advisory/consulting experience, preferably with prior experience as a senior manager (or above), in a consulting firm or in a senior management role within industry in the provider setting and/or subject matter described above lead engagement planning and budgeting; mobilize and manage engagement teams; define deliverable structure and content; facilitate buy-in of proposed solutions from top management levels at the client; direct on-time, quality delivery of work products; manage engagement economics; manage engagement risk
- Conduct length-of-stay and patient flow assessments for large community hospitals, academic medical organizations and large physician practices
- Assess nursing department operations from a care coordination and patient flow perspective
- Assess and recommend best practices related to case management, nursing and multi-disciplinary team coordination, patient placement, and discharge processes
- Track record of expense reduction assessments and/or implementations and/or improvements in capacity/throughput for care delivery settings
- Assess or participate in the assessment of medical staff structure, roles and responsibilities relative to care coordination, patient throughput and discharge processes
- Partner with medical staff leaders, such as a physician advisor to the case management function or the Chief Medical Officer assigned to this role
- Experience in redesign efforts focused on re-defining nursing and care/case manager roles and responsibilities, the collection and use of operational and physician variance data and establishing multi-disciplinary daily rounding and standardized order sets
- Assess provider organizations facing capacity, throughput and care management issues
- Experienced in redesign of Care/Case Management Departments including organizational structure, job descriptions, development of teams, and policies and processes for performance. redesign efforts should include such activities as patient placement, utilization management, discharge planning, care coordination, quality/performance improvement, and clinical documentation
- Design and implementation of patient flow and placement systems, including access centers, bed control areas and patient flow coordinator roles
- Proficient in Excel, Word, and PowerPoint skills and ability to independently produce documents or aptitude to develop this level of skill within a defined period of time
- Flexible, positive, clear interpersonal and communication skills with ability to facilitate the exchange of information within all levels of a provider based, client organization, including, but not limited to, surgeons, anesthesiologists, hospital executives, and other professional and ancillary staff
- Analytical skills related to independently interpreting, preparing and analyzing budget and workload data, LOS information, comparisons with relevant federal and/or other performance based data
26
Advisory Services Senior Manager Resume Examples & Samples
- Responsible for planning and executing complex IT projects (on-site and offshore)
- Identify and manage issues and risks related to delivery of complex IT projects
- Generate convincing and substantiated technology and architecture recommendations
- Identify and define integration points with third party solutions
- Define and document all tools and technologies used to implement the solution
- Work with vendor services to provide elements related to technology selection and implementation
- Perform problem analysis (identify root causes, outline resolution options, and take appropriate actions to resolve problems)
- Expert-level knowledge in Web 2.0 technologies, including AJAX, social networking and blog platforms, widget development, mobile and emerging digital interfaces
- Expert-level knowledge of JavaScript Frameworks and Libraries (e.g. jQuery, jQuery UI, Backbone.js, Knockout.js, Require.js)
- Expert-level knowledge of object-oriented design concepts, various frameworks, data storage implementations and enterprise design patterns
- Expert-level design and modeling experience with Oracle, SQL Server and DB2
- Experience managing technology teams of 10+ people (developers, QA, etc.) - including remote team members
- Must have an excellent understanding of best practices across technologies (client/server-side, QA, deployment, project management etc.)
- Experience building applications and websites for large multinational brands
27
Advisory Services Senior Manager Resume Examples & Samples
- Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- Demonstrate an understanding of complex actuarial concepts, discuss complex issues with the engagement team and client management, keep informed of professional standards and firm policies (e.g., Actuarial Standards of Practice), and effectively apply this knowledge to client situations
- Maintain a reputation as an industry expert by writing articles, taking a leadership role within industry groups and speaking at industry events
- An degree in Actuarial Science, Mathematics, Statistics, and/or other related major
- Fellowship in the Society of Actuaries or particular industry experience/credentials to meet special needs
28
Advisory Services Senior Manager Resume Examples & Samples
- Work experience in the insurance industry, preferably in a risk-related role, and extensive knowledge of life and/or property and casualty insurance industry experience
- Ability to be a subject matter resource/provide industry insights into one or more of the following
- Knowledge of insurance regulatory regimes including NAIC, IAIS, ComFrame, ORSA, S&P’s ERM standards and Solvency II
- Knowledge of domestic and global standards for SIFI, G-SII regulatory oversight of insurance companies
- Understanding of Actuarial techniques and methods in life and/or property and casualty insurance
- Knowledge and experience in risk quantification including risk modeling, economic capital, underwriting, actuarial tools and practices, risk aggregation, valuation, and stress testing
- Understanding of insurance company practices including asset/liability management, credit/counterparty, underwriting, and operational risks
- Prior consulting experience is preferred (current state/future state assessments, business process re-design, target operating models) and/or business operations/project management roles in the insurance industry
- Strong analytical experience and process orientation (process documentation, mapping and redesign; business requirements documentation, root cause analysis, organizational re-design)
- Strong communication, presentation, client servicing and technical writing skills. Strong relationship development and project management skills
29
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Capital markets and treasury
- Credit underwriting and scoring
- Pricing
- Collections and operations
30
Advisory Services Senior Manager Resume Examples & Samples
- Approximately 7 years of experience in providing people and organization change advisory services in large-scale, end to end transformations: Areas of focus would include: 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
- Six Sigma Certification (Green Belt, Black Belt)
- A high level of motivation and self starting attitude
31
Advisory Services Senior Manager Resume Examples & Samples
- Banking and capital markets, asset management and/or insurance experience in operational risk management or related area
- Advanced measurement approaches (AMA) for measurement and management of operational risk
- Experience and / or knowledge of operational risk quantitative skills - (e.g. Basel II/ICAAP preparedness) across risk disciplines
- Operational risk reporting and analysis
- Operational risk systems design, business requirements, implementation, end user testing
- Knowledge and experience with relevant regulatory rules/ guidance impacting risk management (e.g. Basel II, the US Final Rule, Fed/OCC Interagency guidance, bank holding company readiness, experience with regulatory examinations/expectations)
- Knowledge of risk and control frameworks and broad understanding of interaction of governance, risk and compliance (GRC) initiatives
- Strong knowledge of board and senior management governance, experience with board and risk committee functions (charters, operations, minutes, reporting)
- Prior consulting experience is preferred (current state/future state assessments, business process re-design, target operating models) and/or business operations/project management roles in financial services industry
- One or more of the following certifications a plus: CFA, CPA, FRM or APRM
- Strong knowledge of the transaction lifecycle (including typical issues, risks and controls) a plus
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Advisory Services Senior Manager Resume Examples & Samples
- A minimum of 6+ years of experience with leading medium to large sized projects and/or programs within the financial services industry with a large consulting firm or internal consulting organization at leading financial services corporations
- Broad industry knowledge of banking, capital markets, insurance and/or asset management with an understanding of current regulatory reform and other leading industry issues, including regulatory capital and liquidity management, financial and regulatory reporting, capital markets product knowledge, operations and related supporting processes, change management and capital markets application implementation
- Demonstrated ability to lead medium to large-sized, complex financial services projects, managing quality of deliverables, timelines, budgets, and milestones,
- Demonstrated ability to develop project approaches, work plans, resource estimates, and cost estimates while establishing and maintaining client expectations
- Six-sigma or PMI, PMP certifications or exposure to other process improvement methodologies a plus
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Global Treasury Advisory Services Senior Manager Resume Examples & Samples
- Lead engagement planning, budgeting, execution and management
- Ensure products/deliverables meet contract/ work plan specifications and deadlines
- Lead the development of tools and methodologies for project delivery
- Develop and managing relationships with external and internal (EY) clients
- Lead the proposal development process for prospective treasury engagements
- Lead the development of new service offerings and go-to-market strategies
- Develop and mentoring other members of GTAS team
- Ability to lead a team and to establish credibility as a trusted advisor with clients
- Effective written and verbal communication skills with demonstrated ability to present complex information in a concise and clear manner
- Strong executive presence and ability to interface with all levels of management (EY and clients)
- Strong project management and organizational experience
- Bachelor's degree and approximately 10 years of related work experience
- Undergraduate and/or master's degree in Accounting, Finance, Financial Engineering, Economics, Information Technology and Information Systems, Engineering and/or other appropriate academic major; MBA preferred
- Certified Treasury Professional (CTP) certification is preferred
- Experience with a large global corporate treasury department and/or consulting experience
- Cash and liquidity management
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Advisory Services Senior Manager Resume Examples & Samples
- Mortgages (Default Mgmt, Foreclosures, Loss Mitigation, Loan Origination Systems, Originations, Servicing, Fulfillment, Securitization/Secondary Markets)
- A minimum of 6+ years experience in Financial Services, with deep domain knowledge in (consumer, mortgage -loan originations, servicing fulfillment and securitization/secondary markets, auto - finance, credit cards/payments and core banking - eCommerce/Mobile Banking, Deposits, Checking, ATM etc.)
- Strong analytical skills; specifically, the ability to diagnose end-to-end lending originations and servicing operations to identify opportunities to improve performance and effectiveness; six-sigma certification or exposure to other process improvement methodologies a plus
- Design of business solutions and technology solutions
- System design and implementation support
- System selection and proof of concept
35
Advisory Services Senior Manager Resume Examples & Samples
- Prior structured finance experience is strongly preferred
- Strong problem-solving capabilities
- Excellent prioritization skills and a commitment to meeting deadlines
36
Advisory Services Senior Manager Resume Examples & Samples
- Manage and supervise an engagement team throughout all phases of a project while monitoring progress, managing risk and ensuring key stakeholders are kept informed about progress and expected outcomes
- Lend subject matter expertise in advising clients on a variety of topics related to governance and control of risk management functions
- Develop and implement risk management control frameworks covering governance, policies, procedures, process and controls
- Identify opportunities for governance and control improvements over risk management processes (e.g. market risk, credit risk, capital management, liquidity risk management etc.)
- Lead the design and development of end-to-end risk process assessment framework and techniques used to assess design and operating effectiveness of key controls
- Perform pre and post implementation risk and controls reviews related to internal initiatives and prudential regulations
- Provide guidance on controls over risk and capital management, usage of models, response to regulatory changes etc
- Drive the engagement team for high-quality work products that meet expected engagement timelines and agreed budgets
- Lead development of thought leadership related to risk governance and control, keep current with latest market development and lead go-to-market activities including industry benchmarking, roundtables, etc
- Bachelor's degree in finance, economics, accounting or a related discipline and approximately 10 years of related work experience; or a graduate degree and 7 years of related work experience; MBA or MS preferred
- Minimum of 5+ years of relevant internal control related experience covering risk management, regulatory reporting and compliance or financial reporting in the financial services industry with either a consulting firm, internal consulting organization, or within risk management, internal audit or product control functions at leading financial services corporations
- Valid driver’s license in the US and a valid passport required; willingness and ability to travel
- Model risk management: governance, model inventory, reporting, performance monitoring
- Market risk management: market risk capital determination, stress testing, VaR, IRC, CRM, standardized charge calculations
- Liquidity risk management: ALM, margining / collateral, intra-day liquidity management, stress testing, CLaR
- Counterparty credit risk management: Credit risk capital determination, CVA, CVaR, PFE, EL / UL, LGD, EAD, Credit migrations, internal counterparty credit ratings, product control or price verification: P&L explain, limits management, confirmation process, contracts management, US GAAP, balance sheets, income statements, product validation, regulatory compliance: Dodd-frank OTCD, Volcker rule, FBO, CCAR, Sarbanes Oxley
- Capital Markets and trading controls: understanding of trade life cycle from order book/trade execution to settlement and books and records, and respective governance and key control processes
- Financial reporting: develop and maintain risk management control framework and internal controls review process
37
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Provide guidance/knowledge and lead project teams to coordinate valuation engagements for the purpose of: management planning, mergers and acquisitions (M&A), financial reporting, tax and regulatory compliance, restructuring and reorganization and corporate strategy
- Lead, develop and maintain strong working relationships with key business decision makers throughout the year to communicate value and inform them of the firm's scope of services
- Lend specific subject matter knowledge and offer companies professional transaction experience
- Assume a leadership role in report generation and detailed financial modeling and present findings to the client via reports and presentations
- Maintain and develop positive, productive and professional relationships with client personnel
- Identify/communicate relevant trends, developments, and key performance drivers relevant to the client
- Demonstrate a deep understanding of the client's industry and marketplace
- Develop, train and mentor engagement team members at the Manager, Senior and Staff level
- Participate in engagement management, engagement execution and reporting, and client relationship building and management
- A degree in finance economics, accounting or business with demonstrated aptitude in quantitative and qualitative analysis
- Approximately 7 years of direct experience utilizing Valuation techniques and methodologies (Purchase Price Allocations (PPA), Discounted Cash Flow (DCF), Income Approach, Market Comparables, etc) within a business valuation firm or practice or in venture capital, investment banking, commercial banking, financial research, national valuation firm or experience in a corporate finance role for an organization, preferably for M&A activities; of which 5 years should be PPA
- Experience conducting Valuations for tax planning purposes highly desired
- Finance or accounting designation such as, CFA, CA, CPA, ASA, etc
- The ability to manage project expenditures against budget and revenue, and provide the necessary leadership and guidance to team members to confirm the completion of work deliverables
- Proven business development, marketing and negotiating techniques with a demonstrated track record of pursing and closing business opportunities, and the ability to manage engagement risk through reaffirming client satisfaction
- Excellent analytical, project management, communication, interpersonal and teamwork skills
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and at least 7 years of relevant work experience
- 5 years of financial services experience preferred but not required
- Prior sales revenue generating experience of $2M+ annually
- Prior experience leading large scale pursuits ($2M+), large scale engagement leadership ($2M+), and large engagement team leadership (5-10+ resources)
- Strong end-to-end sales and delivery skills (e.g. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
- Experience on strategic consulting engagements developing detailed, compelling and analytical PowerPoint/Excel/Word/Visio/Casewise deliverables to convey complex thoughts and ideas to various stakeholders
- Demonstrated history of working in teams, developing junior staff
- Experience working with IT leadership (CIO, IT Director) and business leadership (CFO, COO, BU President, etc) to help shape and guide the IT strategic and improvement agenda
- Operations including ITIL or Microsoft Operations Framework IT Service Management
- Sourcing Strategy and Vendor Management
- Process Design and Re-engineering
- Centers of Excellence and Shared Services
- IT Mergers and Acquisitions Integration
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Advisory Services Senior Manager Resume Examples & Samples
- DevOps
- Experience with designing, and implementing Continuous Integration, and Continuous Delivery
- Hands on experience with tools such as Chef, Puppet, Ansible, Jenkins, Ant, Maven, Clearcase, CVS, etc
- Test Automation integration with application build/deployment
40
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead and manage a team of modeling professionals through all phases of the model build lifecycle, including requirements definition, design, development, testing and post delivery support
- Team with client finance and operational professionals to design and implement solutions
- Lead and collaborate to plan engagement objectives and a strategy that addresses client needs
- Build internal and external awareness of capabilities and develop relationships with market and service leaders
- Develop, train and mentor engagement team members at the Manager, Senior and Staff levels
- Stay abreast of current business and economic developments relevant to the client's business
- A bachelor's degree and at least 8 years of related work experience or a master's degree and at least 7 years of related work experience. Degree in finance or accounting preferred
- CPA or CFA strongly preferred
- Strong financial modeling skills and the ability to architect financial models based on strategic financial business plans, interim needs for financial solutions and to support rigorous decision analysis
- Experience in venture capital, investment banking, commercial banking, strategy, consulting and/or financial research a plus
- PC proficiency including MS Word, Access, PowerPoint, VBA and mastery of MS Excel
- Proficiency in Sharepoint, SAS, Stata, Matlab, simulation packages, Hyperion or Cognos a plus
- Willingness and ability to travel, when necessary (20-40%)
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Advisory Services Senior Manager Resume Examples & Samples
- Perform program and project planning activities, maintain plans, and drive their execution
- Execute technical requirements gathering, use-case discovery, and platform analysis
- Serve as the primary day-to-day technical contact for clients, third-party vendors, technology partners and internal project stakeholders
- 8-10+ years developing and leading large-scale technology engagements
- Understanding of core programming languages including .NET, Java and/or PHP, SQL, Flash/Flex, Ruby-on-Rails, etc
- Expert-level knowledge of JavaScript frameworks/libraries and HTML 5
- Experience managing technology teams of 10+ people, both on-and off-shore
- Expert-level knowledge in delivering highly-complex User Experiences, Interfaces and Applications on multiple platforms including mobile (iOS and Android), Emerging Platforms, Social Media, Social Commerce, AJAX, social networking and blog platforms, widget development
- Expert-level Project Management skills, including running SCRUM or Agile-based meetings; Knowledge of Web Services and object-oriented design concepts, various frameworks, data storage implementations and enterprise design patterns
- Expertise in the development of use cases, class diagrams, architect diagrams, wireframes, etc
- Master’s degree in communications, design, graphic arts, or equivalent not required but highly preferred
- Experience in financial services sub-sectors (Banking, Insurance, Wealth Management, Asset Management, and Enterprise)
- PM Certification a plus
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Transaction Advisory Services Senior Manager M&a Operational Transaction Services Operations & Technology Resume Examples & Samples
- A minimum of 10 years of experience in operations and information technology– at least 2 years of which must have been in an external consulting or professional services capacity. COO or CIO experience is desirable
- Proven ability to position and sell professional services
- Excellent analytical and interpersonal skills
- Must be a self starter
- Effective written and verbal communication skills with a proven ability to communicate with senior executives and the C-suite
- Have the desire to work in a dynamic, fast paced environment
- APICS or Six Sigma certifications a plus as is any technology certifications
43
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead and manage multiple transaction real estate engagements including financial analyses, cash flow modeling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Advise clients on all aspects of our Transaction Advisory Services practice
- Specific tasks will include financial and cash flow modeling, market information research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- Actively pursue business development and marketing pursuit opportunities
- Interface with senior management of clients
- A degree in real estate, accounting, finance or business
- A relevant advanced degree is a plus, as is professional accreditation such as the MAI, CPA, and the ASA
- A minimum of 6+ years of progressively advanced work experience in the real estate field
- Experience in commercial real estate loan underwriting, acquisition due diligence, real estate valuation, asset management, finance, or market research
- Experience using Argus and Access; MAI designation highly preferred
44
Advisory Services Senior Manager Resume Examples & Samples
- Successfully mentor, coach and delegate work to audit team members
- Support EY’s inclusiveness culture
- Successfully manage engagement time and budgets
- Generate new business opportunities by developing ideas and solutions
- A bachelor’s degree in Business, Marketing, Economics, Finance or related field
- A minimum of 8 years of related work experience or a graduate degree and 7 years of related work experience
- A minimum of 7 years of experience delivering advisory services to Consumer/Retail clients
- Experience leading teams, managing engagement economics and business development
45
Advisory Services Senior Manager Resume Examples & Samples
- Key Responsibilities
- Lead large scale client engagements and consistently deliver quality client services
- Drive high-quality work products within expected timeframes and on budget
- Manage expectations of client service delivery and stay abreast of current business and industry trends relevant to the client's business
- Foster an innovative and inclusive team-oriented work environment by playing an active role in counselling and mentoring junior consultants within the organization
- Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- Extensive experience in providing advisory services in the supply chain and other operational areas that impact the supply chain function (specifically in IT Outsourcing)
- Characteristics of a forward thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge
- History of driving revenue within existing clients and in developing new prospects at the ""C"" level of Fortune 500 companies
46
Advisory Services Senior Manager Resume Examples & Samples
- Implementation experience in Sales and Operations Planning (S&OP)
- SCP process expertise in one or more of the following industries: CPG, Life Sciences, Automotive, Process Industries (such as Chemicals)
- Hands on, fully cycle implementation experiences with tools like SAP APO in one or more of the functional areas (DP, SNP, PPDS and GATP) or Kinaxis or JDA
- Desired skills include
- High aptitude for creative quantitative problem solving
- Other Key Responsibilities
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Advisory Services Senior Manager Resume Examples & Samples
- Effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
- Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all Ernst & Young practices to serve client needs
- Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Sector relevance is a plus. Please click here to refer a friend to this position
- Approximately 6+ years of experience in providing people and organization change advisory services in large-scale, end to end transformations. Areas of focus would include: 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
- A history of driving revenue within existing clients and in developing new prospects at the ""C"" level of Fortune 500 companies
- An ability to lead a team of consulting professionals on multiple projects
- Experience in transformation management for large scale business transformation projects and programs in Finance, Supply Chain and Customer, IT and/or Risk is preferred as well as enterprise strategic initiatives
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Advisory Services Senior Manager Resume Examples & Samples
- Serve as an integral member of an engagement team by leading many aspects of client advisory projects. This includes management of project work streams, budget and staffing projections, and day-to-day interaction and coordination with client contacts
- Bachelor's degree in finance, economics, accounting, engineering or a related discipline and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience; an MBA or Master’s degree is preferred
- Minimum of 6+ years of 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 a financial services company
49
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead and manage multiple transaction real estate engagements including financial analyses, cash flow modelling, analytical model reviews, loan portfolio underwriting, market due diligence, asset valuations, real estate appraisals and appraisal reviews, and other general real estate advisory services
- Specific tasks will include financial and cash flow modelling, market information research, real estate documents analysis (including site/building plans, leases, appraisals, and mortgage underwriting/lending documents), market studies, and report writing
- Manage and develop staff at all levels
- A bachelor's degree in real estate (preferred), accounting, finance or business and at least 8 years of related work experience; or a master's degree and at least 7 years of related work experience
- Professional accreditation such as the MAI, CFA or ASA preferred
- Advanced Excel and financial modelling skills. Argus and MS Access experience preferred
50
Advisory Services Senior Manager Resume Examples & Samples
- Stay abreast of current business and industry trends relevant to the client's business and demonstrate deep technical capabilities and professional knowledge. Effectively lead and motivate teams with diverse skills and backgrounds and foster an innovative and inclusive team-oriented work environment
- Play an active role in counselling and mentoring junior advisors within the organization and Provide constructive on-the-job feedback/coaching to team members. Develop and maintain long-term client relationships and networks and generate new business opportunities. Develop relationships with team members across all EY practices to serve client needs. Possess in depth business acumen and demonstrate ability to quickly assimilate to new knowledge
- Strong analytical, interpersonal and communication skills and strong skills in project management and engagement closure
- Demonstrated integrity, values, principles, and work ethic and experience and interest in recruiting and professional development
- CPA, CA CIA, CISA and CMA CCIM certification desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Area and Americas Risk Services leadership
51
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead and manage multiple M&A tax engagements, participating in due diligence projects related to the acquisitions by private equity investor groups and strategic corporate buyers
- Demonstrate an understanding of increasingly complex tax concepts and effectively apply tax knowledge to client situations
- Develop and deliver quality tax planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
- Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions
- Participate in engagement teams that may consist of attorneys, Chief Financial Officers, corporate directors, accountants and tax professionals
- Develop and mentor staff, senior and manager level engagement team members
- A bachelor's degree and at least 8 years of related work experience; or a graduate degree and at least 7 years of related work experience
- M&A tax due diligence, deal structuring, and post-acquisition planning experience preferred
- Strong writing, presentation, project management, leadership and business development skills
- Willing and able to travel, when necessary
52
Advisory Services Senior Manager Resume Examples & Samples
- Financial Reporting
- Developing internal reinsurance mechanisms for health insurers
- Demonstrate deep actuarial technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge. Possess in depth business acumen. Remain current on new regulations concerning Insurance industry
- Bachelor’s degree in Actuarial Science, Mathematics, Statistics, and/or other related major
- Minimum of 8 years experience working in an actuarial-oriented position, with 3 years of increased management responsibility
53
Advisory Services Senior Manager Resume Examples & Samples
- Generate new business opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all Ernst & Young practices to serve client needs
- Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Sector relevance is a plus. Demonstrate a thorough understanding of complex real estate concepts
- Strong analytical, interpersonal and communication skills and experience and interest in recruiting and professional development
- Successful candidates must work in excess of standard hours when necessary. A valid passport is required
- CPA/CA, MRICS, PMP, LLED, PE or CCIM certification is desired. Non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of expertise, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY's Area and Americas Advisory Services leadership
54
Advisory Services Senior Manager Resume Examples & Samples
- Effectively manage and motivate multiple teams of advisors through all phases of the engagement life cycle
- Develop and maintain long-term client relationships and networks
- Demonstrate in-depth technical capabilities and professional knowledge
- Demonstrate ability to quickly assimilate to new knowledge
- Possess good business acumen
- Bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience
55
Advisory Services Senior Manager Resume Examples & Samples
- Cost Basis Reporting
- Tax withholding certificate processes (W8, W9, etc. collection)
- A minimum of 6+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
- Ability to generate additional revenue through strong client relationships
- Program/project management (PMO)
- Tax reporting/tax operations
- Securities processing and operations
- Customer operations and on-boarding (e.g., sub-ledgers, books and records, client reporting)
- “Know Your Client” and “Anti-Money Laundering” (KYC/AML) processes and systems
56
Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and at least 5 years of relevant work experience
- 3 years of financial services experience preferred, but not required
- Suggested but not required: a minimum of 3+ years of prior experience supporting multiple engagements in the BPM space, including process design, process re-engineering, process automation on BPM platforms
- Background in strategy, vendor platform selection and implementations of Business Rules and/or Business Process Management platforms
- Experience on Major Process Transformation efforts
- Experience in Process Re-engineering, Process Re-design, and Process Mapping
57
Advisory Services Senior Manager Resume Examples & Samples
- Excellent coaching, mentoring and people development skills
- Managed engagement teams and provided technical leadership in the assessment, design, and management of successful IT strategy programs in collaboration with our clients
- Demonstrated experience in the identifying, qualifying and closing IT strategy sales opportunities
- Built trusted relationships as a strategic technology advisor with clients, and be able to work internally across advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
- IT Organization Design
- IT Balanced Scorecard/Performance Measurement
- Enterprise Architecture (EA) Maturity Assessment, Governance and Process
- Sourcing Strategy
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Advisory Services Senior Manager Resume Examples & Samples
- Effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members
- Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring staff, seniors and managers within the organization
- A bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience. A degree with an emphasis in business, healthcare administration, supply chain, logistics and/or nursing; CPA, MBA, MHA, MSN and/or MPH is a plus
- Approximately 7 years of health plan operations experience, preferably with prior experience as a senior manager (or above), in a consulting firm or in a senior management role at a health plan
- Knowledge and experience with managed care payer systems such as FACETS is a plus
- Experience in selling and delivering projects that cover the full life cycle of assessment, design and implementation support; demonstrated record of driving revenue within existing healthcare clients and in developing new prospects at the ""C"" level of large healthcare companies
- Strong analytical and problem-solving skills; excellent oral and written communication skills
- 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
59
Transaction Advisory Services Senior Manager Resume Examples & Samples
- Be a key part of our dynamic corporate finance team covering the South East Asia working with regional and multinational clients
- Be responsible for M&A deal generation, execution and project management under the overall guidance of senior executives within the team
- Independently prepare financial models, analysis, proposals, marketing documents for M&A and corporate finance transactions
- Production of high quality, relevant and impactful professional documents for Maintaining client confidentiality and handling sensitive information with discretion
- Develop your own business network with a view to increasing your origination capabilities over the medium term
- Recognised Bachelor’s Degree in Finance/Accountancy/Banking
- Must have at least 10+ years of relevant corporate finance working experience in an Investment Bank, Corporate Finance firm or Boutique firm
- Strong financial modelling skills based on a well-developed understanding of financial statements
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Manage client engagement teams executing Operational Transaction Services which support key decision makers in developing and executing their transaction strategy to secure deal value
- 10+ years’ experience in similar teams (Transaction Advisory Services or Advisory Services)
- Experience in delivering professional services that focus on complex client business problems involving Commercial Due Diligence, Operational Due Diligence, Integration, Carve-Out, Post-merger Integration and Operational Restructuring Services
61
Advisory Services Senior Manager Resume Examples & Samples
- Lead and coordinate enterprise level strategy and transformation efforts involving online, mobile technologies and social media, trends and innovation; specific experience developing enterprise level applications/systems architectures in the financial services industry is critical
- Advise on best practices around customer experience and design, frameworks, governance models, product sets
- Develop and apply various industry best practices and reference models to establish ideal customer experience
- Assist a client in articulating the business value of bringing in integrated digital platform and develop a business case around required investments
- Provide direction for approaches to technology, security and operational risk concerns impacting various areas of client's business
- Translate corporate strategy into user-centric requirements
- Facilitate discussions with technical and business subject-matter resources to document requirements, establish a vision, and articulate alternatives for future state technology infrastructure across various channels
- Advise on the structure, alignment, and governance of digital channels
- Operational and technical readiness for digital channel application deployment(experience in technology delivery, vendor management functions, deployment of services and infrastructure necessary for build out)
- Experience in system integration and development of platform architectures of complex digital platforms
- Technical advisory experience in one or more areas of financial services digital channels implementing products and/or services (examples below)
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Advisory Services Senior Manager Resume Examples & Samples
- Loss reserving analysis all lines of business
- Predictive Modeling and customer analytics
- Actuarial Transformation® and modelling
- Litigation support
- Understand and communicate complex actuarial concepts, discuss complex issues with the engagement team and client management, keep informed of professional standards and firm policies (e.g., Actuarial Standards of Practice), and effectively apply this knowledge to client situations
- Fellowship in the Casualty Actuarial Society or particular industry experience/credentials to meet special needs
- Has developed a nationally recognized area of expertise/focus
63
Advisory Services Senior Manager Resume Examples & Samples
- Wealth management, retail brokerage, private banking, private asset management and retirement/trust operating models
- Financial advisory team models; individual brokers, asset/mon managers; registered investment advisors, financial planners, tax specialists, transaction support specialists, etc
- Financial Advisor Workstations and other front-office tools
- Financial planning and financial advices models, methodologies and platforms
- Investment products; securities, fixed income, UITs, managed accounts (SMAs, UMAs,) mutual funds, etc
- Client segmentation strategy and implementation including customer relationship management tools and technologies
- Retirement planning platforms, models and methodologies
- Service delivery models and operational efficiency; business process design, development and implementation
- Online portals; account aggregation, portfolio analytics, overlay management, etc
- Trade order management and back office clearing and settlement
- Consolidated client reporting
- Financial Advisor Workstations (i.e., Thomson, SunGard, Odyss, etc)
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Advisory Services Senior Manager Resume Examples & Samples
- Develop and maintain productive client relationships, and anticipate client issues
- Demonstrate and continuously develop high levels of strategic and industry knowledge. Keep up-to-date with strategic industry developments and trends
- Identify client opportunities, generate new business development leads, organize and lead proposal development, and gain client commitment for EY projects
- Plan and lead client engagements to deliver high-quality work products within expected timeframes and on budget
- Plan, define and manage expectations of service delivery with client sponsors
- Develop and build EY intellectual capital of industry perspectives and EY strategic approaches and insights
- Effectively lead, motivate, and develop EY and client teams with diverse skills and backgrounds
- 80% travel is required
- A minimum of 8 years of experience selling and delivering successful, high-impact, enterprise-level strategy consulting services at the “C-level” of Fortune 1000 clients
- A graduate degree from a leading university in business administration or quantitative discipline (e.g. economics)
- Proven expertise working with clients to design and implement enterprise strategies, such as: Growth strategy; Industrial organization analysis (market size, share, relative profitability); Enterprise economics and value creation; Competitor analysis; Disruptive industry threats and opportunities; Board/C-suite workshop facilitation; Enterprise economic and scenario modeling; Strategic goals and objective-setting; Strategic Planning process; and Strategic business portfolio design
- Must have ability to take abstract questions and issues and structure them into manageable, specific work streams and deliverables
- Must have experience in structuring the work plan, conduct fact-based analysis, as well as develop and test alternative hypotheses
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 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
- Approximately 7 years of healthcare advisory/consulting experience, preferably with prior experience as a senior manager (or above), in a consulting firm or in a senior management role within industry
- Ability to read and interpret financial statements and contract terms
- Ability to develop, analyze and utilize complex financial models (Microsoft Excel and Microsoft Access)
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Advisory Services Senior Manager Resume Examples & Samples
- Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget
- Monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
- A bachelor's degree and approximately 8+ years of related work experience; or a master's degree and approximately 7 years of related work experience; 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
- Designed, set up and managed multiple PMO or EPMO for a large complex program with direct experience managing at least at least 3 end-to-end business process transformation enabled by a complex ERP implementation
- Multiple engagements in which individual revenue managed was above 10 million dollars with a 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
- End-to-end ERP implementation experience within common technologies across SAP and Oracle
- Sector experience in Healthcare, Energy and Utilities and/or Financial Services a plus
- A valid driver's license in the US and a valid passport required; willingness to travel to meet client needs and ability to travel internationally; travel is estimated at 80%
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Advisory Services Senior Manager Resume Examples & Samples
- A willingness and ability to travel up to 80% - 90% of the time to meet client needs
- A valid driver’s license in the US
- A valid passport, willingness, and ability to travel internationally preferable
- Specifically, the candidate should demonstrate comprehensive understanding of more than one of the following
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Undergraduate or graduate degree in Accounting and/or other related major
- CPA certification preferred
- Exposure to real estate industry or the following functional aspects is strongly preferred: due diligence, private equity, valuation, loan underwriting, asset management, or finance
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Understand the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
- Project manage teams and work closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the Singapore and ASEAN to form multi-disciplinary teams
- Gather, verify and analyse information, and formulate views
- Plan, prepare and review deliverables in various forms including excel databooks, written reports, presentations and discussions with the client
- Plan and monitor the progress of the team
- Play a role in business plan initiatives (e.g. key accounts, recruitment, client service framework)
- Be a true business advisor to the client and establish yourself as a key client contact
- Take responsibility for own learning and development, provide coaching to others, and participate in upward feedback
- Demonstrate a keen interest in financial services activity
- Effective written and verbal communication
- Strong word, excel and PowerPoint skills
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead client engagement teams executing Working Capital services and work with key management and Private Equity stakeholders to identify sustainable improvements in a business working capital practices
- Provide engagement team leadership in assessing a business' current working capital policies, procedures; identifying root causes that have resulted in current working capital position and developing recommendations to provide management to achieve identified working capital improvements
- Effectively lead and motivate teams with diverse skills and backgrounds
- Manager and develop staff at all levels
- Deliver a high degree of client satisfaction with the engagement process and work products sufficient to drive additional and repeated engagements in Working Capital Advisory Services
- A bachelor's degree and at least 8 years of related work experience; or a master's degree and at 7 years of related work experience
- Extensive experience in delivering successful Working Capital work products
- Certified Public Accountant certification (CPA) a plus
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Advisory Services Senior Manager Resume Examples & Samples
- Participate in and lead engagements, identifying and managing clients IT risks
- Help partners generate new business opportunities and build client networks and relationships
- Actively identify opportunities to better serve clients
- 8+ year’s previous Technology Risk Assurance and Advice experience (e.g. IT external audits, internal audits, program assurance, third party controls reporting, vendor risk management and IT disaster recovery)
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and approximately 8 years of related work experience or a graduate degree and a minimum of 7 years of related work experience; degree emphasis in Management Information Systems, Finance, Accounting, Economics, Business, Computer Science; MBA desired
- At least 6+ years’ experience in providing advisory services in the following focus areas: Managed Services, Application Monitoring, Application Maitenance, IT Operations, Data Analytics, Analytics as a Service, Finance, Business Process Outsourcing, Platform-centric technology
- Strong background in leading application monitoring or application maintenance centers/groups/teams
- Deep experience in platform-centric technology and its application to solution business requirements
- A willingness to be located in Alpharetta, GA
- Team leadership experience, including ability to lead a team of professionals, providing regular status updates, monitoring economics with hands-on technical expertise, as well as managing client relationships
- A willingness to travel to meet client needs; travel is estimated at 20%; a valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead client engagement teams executing Operational Transaction Services which support key decision makers in developing and executing their transaction strategy to secure deal value
- Demonstrate strong transaction knowledge in a particular industry (e.g., utility, manufacturing, software, retail, biotech, etc.) as well as depth in a particular functional area (e.g., Finance, Information Technology, Operations, Human Resources, etc)
- This position requires willingness and ability to travel (up to 75%)
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Advisory Services Senior Manager Risk Transformation Resume Examples & Samples
- Lead large scale engagements and consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
- Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business. Foster relationships with client personnel to analyze, evaluate, and enhance information systems to develop and improve security at procedural and technology levels
- A degree in Finance, Business or a related field; MBA preferred
- CPA/CA, CIA, CISA, CMA, RICS APC, PMP or other relevant certification desired; non-certified hires are required to become certified within 1 year from the date of hire
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Participate in and lead due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets. Identify issues for purchase price reductions, deal structuring, or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
- Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry/company research. Coordinate engagement timing and staffing. Communicate significant issues, fees, and estimates to complete as well as due diligence findings to partners and clients. Manage expectations of service
- Use technology to continually develop knowledge and enhance EY's service delivery
- Generate new business opportunities and achieve growth. Understand EY's service lines and actively assess/present ways that the firm can serve clients. Develop long-term relationships and networks
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Advisory Services Senior Manager Resume Examples & Samples
- Work with the team and the client to develop risk assessments, design innovative audit approaches, plan engagement objectives, manage the execution of fieldwork, and draft and deliver audit reports and results, while complying with professional standards and addressing the risks inherent in the engagement
- A bachelor’s degree and approximately 8 years of related work experience, or a master’s degree and approximately 7 years of related work experience
- A degree in business, accounting, finance, computer science, information systems, engineering or a related discipline
- At least 8 years of experience working as an IT auditor or IT risk advisor for a public accounting firm or professional services firm, or comparable experience as an advisor to a financial services company
- Prior experience generating new business opportunities by participating in market-facing activities and developing thought leadership materials
- Significant experience with internal audit risk assessment, SOX/internal controls, Service Organization Control (SOC) reporting, tools and enablers in the financial services sector
- Direct audit experience with trading and risk management systems and product ledgers/sub ledgers; prior ERP system experience is a plus
- Certifications: CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is strongly desired. Non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual’s professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of our Area and Americas Advisory Services leadership
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Advisory Services Senior Manager Resume Examples & Samples
- Possess knowledge of risk convergence, IT risk and control framework design, and integrated operational risk management projects
- Understand EY and its service lines and be able to provide a holistic view of the firm’s services to address client needs
- Actively encourage team members to contribute ideas and identify opportunities to introduce EY services
- Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members
- Use current technology and tools to enhance the effectiveness of deliverables and services
- A bachelor’s degree and approximately eight years of related work experience, or a master’s degree and approximately seven years of related work experience
- Approximately seven years of experience working as an IT risk or security professional for a financial services organization, public accounting firm or professional services firm
- Significant experience with COBIT, ISO27002, ITIL, FFIEC, GLBA, HIPAA
- Direct IT risk management experience as IT CRO or head of IT risk department, CISO or head of IT security department, or in an IT compliance position
- Strong thought leadership in IT risk management and reputation as a leader in IT risk within financial services industry
- Certifications: CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is strongly desired. Non-certified hires are required to become certified within one year from the date of hire. Based on an individual’s professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Area and Americas Advisory leadership
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Advisory Services Senior Manager Resume Examples & Samples
- Analyse business needs to develop future state architecture to meet customer objectives
- Conduct repeatable strategy, architecture, roadmap and planning workshops and identify quick wins
- Lead detailed discovery analysis
- Exercise creativity, independent judgment and business acumen in selecting methods and techniques to design non-routine and very complex business solutions utilizing Enterprise Architecture Frameworks (ie TOGAF) and map to repective technology to meet customer needs
- Create financial models to express key areas such as TCO, ROI and Operating Budgets
- Prepare various scenarios that take into account all costs and benefits including vendor solutions and non-vendor solutions
- Present and demonstrates business proposals to customers and effectively articulates the Business Case justification with C-level executives and business leaders influencing their buying decisions
- Maintain up to date understanding of vendor and industry technology and hardware architectures
- Coordinate a pursuit team of subject matter experts. Leads the domain (Solution Achitecture) specific solution design aspects of engagements ensuring high quality and integrated business solutions
- Act as a technical resource and mentor for less experienced Architect Consultants
- Works in collaboration with local account and sales consulting teams, etc
- Assume architectural leadership in complex bids (typically those that span multiple products (Hardware/Applications/Technology) to ensure that EY’s value are positioned in an appropriate manner
- Specialization in one or more industries, the corresponding products, business model, best practices, business processes and industry reference architectures (desired)
- Project management and consulting experience is a plus
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Attending to legal proceedings, adjudicating of creditors claims, investigating into antecedent transactions
- Involved in day-to-day management of judicial management, receivership, agent for mortgagee-in possession, voluntary and compulsory liquidation engagement
- Team Management
- 8 years and above professional audit experience, preferably with previous corporate restructuring exposure
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree in finance, economics, accounting or business and at least 8 years of related n work experience; or a master's degree and at least 7 years of related work experience
- At least 7 years of direct experience utilizing Valuation techniques and methodologies (Purchase Price Allocations (PPA), Discounted Cash Flow (DCF), Income Approach, Market Comparables, etc.) within a business valuation firm, venture capital, investment banking, commercial banking, financial research, national valuation firm or experience in a corporate finance role for an organization, preferably for M&A activities; of which 5 years should be PPA
- Finance or accounting designation such as, CFA, CPA, ASA, etc
- Ability to manage project expenditures against budget and revenue, and provide the necessary leadership and guidance to team members to confirm the completion of work deliverables
- Proven business development, marketing and negotiating techniques
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Advisory Services Senior Manager Resume Examples & Samples
- Lead large scale client engagements, consistently deliver quality client services, drive high-quality work products within expected timeframes and on budget., monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes, manage expectations of client service delivery, stay abreast of current business and industry trends relevant to the client's business
- Effectively lead and motivate teams with diverse skills and backgrounds, provide constructive on-the-job feedback/coaching to team members, foster an innovative and inclusive team-oriented work environment, play an active role in counselling and mentoring junior consultants within the organization
- Generate new business opportunities, understand EY and its service lines and actively assess/present ways to serve clients, develop and maintain long-term client relationships and networks, develop relationships with team members across all EY practices to serve client needs
- Demonstrate deep technical capabilities and professional knowledge, demonstrate ability to quickly assimilate to new knowledge, possess in depth business acumen, remain current on new developments in advisory services capabilities and industry knowledge
- Bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience - degree in business administration or business-related field; CFA, CPA and or MBA a plus
- Minimum of 6 years of experience in leading multiple large-scale, customer-focused strategy, segmentation, analytics and change initiatives in “brand name”consulting firms or internal consulting organizations at leading corporations
- Minimum of 6 years’ experience in Financial Services
- Strong facilitation skills and change management experience
- Ability to articulate trends, client challenges, leading solutions and best practices
- Ability to effectively communicate and present to senior level client executives (E - and C-Level)
- Willingness to travel to meet client needs; travel is estimated at 80-90% - valid driver's license in the US and a valid passport required; willingness and ability to travel internationally
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- MBA, Master in Finance or CFA will be considered as advantageous
- Minimum of five to eight years professional experience in infrastructure project finance and PPPs, gained preferably within a big four accounting firm, niche project finance advisory firms or within banking
- Prior experience in project financing of power projects shall be an advantage
- Self-starter with strong self-motivation and a proven capacity to work in a relatively newly established and growing team
- Strong work ethic and the ability to adapt to new challenges and ideas in an “Emerging Market” environment
- Strong cultural awareness to work in teams and groups ; and
- Competent at handling multiple demands and competing priorities
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Advisory Services Senior Manager Resume Examples & Samples
- Manage a portfolio of clients and assignments and/or lead major engagements by acting as a liaison to the client. Be responsible to collaborate with high level client personnel and develop long-term trusted advisor relationships. Develop relationships with team members across EY practices to serve client needs
- Lead proposals and build teams in order to develop and grow business for the client portfolio. Cultivate and manage business development opportunities. Understand EY and its service lines, actively assessing/presenting ways to serve clients
- Lead the growth of the practice by sharing knowledge and experience and development of engagement tools, enablers and other knowledge assets in order to build capability for the practice
- Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization. Monitor resource availability and chargeability and support the development of staff
- Be responsible for maintaining margin/profitability of the engagements
- Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Demonstrate in-depth technical capabilities blended with industry knowledge. Demonstrate ability to swiftly assimilate to complex business environment and conceptualize the best technology strategy
- Remain current on new developments in information technology and management. Stay abreast of current business and industry trends relevant to the client's business
- Conduct complex, strategic analyses of client’s IT organizations, operating models, processes, applications and infrastructure and formulating strategic recommendations and roadmaps to improve client’s IT functions
- Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and confirm key stakeholders are informed about progress and expected outcomes. Manage expectations of client service delivery
- Experience leading transformative programs that are large scale, global portfolio driven, multi-workstream following standard PM methodologies (PMBOK or Prince2) with a focus on the following
- IT Vendor Management
- IT Architecture and Design Authority
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience in the fields of Computer Science, Information Systems, Engineering, or related major
- Application control and security implementation, program and project delivery design, architecture and solution design, information management, implementation, operations, and management of IT infrastructure
- Experience with security modelling , controls testing, sensitive access and SoD testing
- A valid driver's license in the US and a valid passport required; international business experience preferred with a willingness and ability to travel internationally and domestically; estimated at 60-80%
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Advisory Services Senior Manager Resume Examples & Samples
- Cost reduction and better investment decisions for applications infrastructure and services
- Reduction in complexity and improvement in agility for applications to support changing business needs and risk mitigation
- Be responsible for defining and translating customer business requirements for enterprise wide or large scale information systems supporting Oracle E-Business Suite into technical solutions and providing technical leadership and individual contribution to the architecture and design of these solutions
- Be responsible for the overall architecture, design and technical oversight of complex business initiatives (centered around Oracle E-Business Suite) in customer advisory engagements
- Articulate alternatives in terms of cost, benefit, and risk where multiple solutions exist. Assist the Project Manager in the creation of technical project plans, and assist in assembling teams for customer engagements. Perform technical quality assurance audits
- Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team. Delegate work successfully. Conduct timely performance reviews and provide performance feedback/training. Lead by example
- Manage and supervise a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, and conversion and testing both internally and client facing. Please click here to refer a friend to this position
- Prior consulting experience which includes selling ideas and recommendations to executive management
- Prefer 6-8 years of experience, working with Oracle E-Business Suite systems in business operations, corporate finance or enterprise technology
- A minimum of 5 years spent in a managerial and IT/business integration role
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating enterprise finance with technology skills
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Advisory Services Senior Manager Resume Examples & Samples
- Client engagement: establish and maintain relationships with client personnel at appropriate levels. Lead large-scale client engagements. Consistently deliver high-quality work products within expected time frames. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client’s business
- Business development: generate new business opportunities. Understand EY and its service lines and actively assess and present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across EY practices to serve client needs
- Technical leadership: demonstrate technical capabilities and industry knowledge. Demonstrate an ability to quickly assimilate new information, regulatory requirements and industry-leading practices. Remain current on new developments in advisory services and industry trends
- People leadership: effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback and coaching to team members. Foster an innovative and inclusive, team-oriented work environment. Play an active role in coaching and mentoring junior consultants within the organization
- Practice operations: take a leadership role in building out the CMCR practice operations, including recruiting, new hire assimilation, learning and development, knowledge management, recognition and work–life balance
- Advise clients a number of capital management-related topics. These areas may include
- Bachelor’s degree in finance, economics, accounting, engineering or a related discipline; an MBA or master’s is a plus
- More than eight years of relevant experience in at least one of the following areas
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Advisory Services Senior Manager Resume Examples & Samples
- A degree in Business Administration, Engineering, or in a business related field; CFA, CPA and or MBA a plus
- A minimum of 6+ years of experience in leading multiple large-scale operations and technology change initiatives with “brand name” consulting firms, or internal consulting organizations at leading corporations
- A minimum of 6+ years’ experience in Financial Services, with deep domain knowledge in (consumer, mortgage -loan originations, servicing fulfilment and securitization / s cards / payments and core banking - eCommerce/Mobile Banking, Deposits, Checking, ATM etc)
- Strong skills in developing business cases and financial impact of the proposed initiatives on the client’s P&L
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Advisory Services Senior Manager Resume Examples & Samples
- Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships
- Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Please click here to refer a friend to this position
- Extensive relevant experience in at least one of the following functions; experience in multiple areas is highly desired, Marketing Effectiveness, Product Management and Pricing, Order Management, Customer Experience or Social Media
- A valid driver's license in the US and a valid passport required; a willingness to travel to meet client needs and ability to travel internationally; travel is estimated at 80%
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Advisory Services Senior Manager Resume Examples & Samples
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Advisory Services Senior Manager Resume Examples & Samples
- Client Engagement Leadership: Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Business Development: Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- Technical Leadership: Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
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Advisory Services Senior Manager Resume Examples & Samples
- Approximately 7 years of healthcare advisory/consulting experience in middle revenue cycle, preferably with prior experience as a senior manager (or above), in a consulting firm or in a senior management role within industry
- Specific advisory knowledge emphasizing charge master and charge capture processes is required, as well as an understanding of coding (CPT, HCPCS Level II and UB-04 revenue coding)
- Experience with systems (Epic, Meditech, Cerner) is a plus; experience with charge master systems (e.g., Craneware, MedAssets) is required
- Certified coder experience is helpful and eligibility for CPC, CCS, RHIA or RHIT is preferred
- Experience in selling and delivering projects that cover the full life cycle of assessment, design and implementation support; demonstrated record of driving revenue within existing healthcare clients and in developing new prospects at the “C” level of large healthcare companies
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Demonstrate advanced knowledge of all phases and aspects of methodology across integrations, divestitures, carve-outs, and other types of transaction engagements
- Demonstrate strong transaction knowledge in the financial services industry as well as depth in a particular functional area (e.g., Finance, Information Technology, Supply Chain, etc.)
- Demonstrate ability to not only identify integration/divestiture risks and issues, but recommend resolutions
- Willingness and ability to travel (up to 75
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Develop and strengthen banking relationships with clients in Investment Banking and capital raising, including corporates and private equity
- Assist in identifying, originating, engaging and completing potential transactions and evaluating associated risks
- Advise companies regarding strategic and capital markets alternatives
- Lead teams in developing potential transaction opportunities and executing mandated deals
- Develop, supervise and mentor staff at all levels
- Contribute to recruiting and team development
- Participate in outreach and cross-training with various business units, partners and colleagues of our parent firm
- A bachelor's degree and at least 8 years of related work experience; or a master's degree and at least 7 years of related work experience
- Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing)
- Experience working with clients in the (insert industry) industry
- Experience working in investment banking
- Proven track record of success and strong, established network of relationships
- Extensive knowledge with mergers and acquisitions, and capital markets
- Ability to work directly with clients as the most senior banking team representative
- Strong experience with both identifying transactions and leading execution
- Superior understanding of and ability to critique and evaluate financial analysis and modelling
- Willingness and ability to travel as necessary - up to 30%
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Define target-screening scope, and comprehensively evaluate companies in their market positioning and product competitiveness
- Evaluate and source the deal flow, and attend related investment activities
- Prepare M&A proposals and reports to clients
- University graduates with a minimum of 8 years' work experience in capital market
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Demonstrate strong transaction knowledge in the healthcare industry as well as depth in a particular functional area (e.g., Finance, Information Technology, Supply Chain, Customer)
- A degree in business, accounting, finance, healthcare or related field
- Deep knowledge of the healthcare industry, most specifically in one or more of the following sectors: healthcare providers, health plans/risk sharing and/or ancillary health businesses
- A commitment to be leader on an entrepreneurial team focused on growing our healthcare M&A business via new channels and against existing competitors
- Experience related to mergers and/or acquisitions transactions, with healthcare M&A experience strongly preferred
- A dedication to teamwork and a track record of leading teams to successful goals and outcomes
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Advisory Services Senior Manager Resume Examples & Samples
- Assist leadership in shaping the Cloud Management practice and methodologies. Lead and provide guidance on all aspects of proposals, staffing, and managing cloud computing programs/projects
- Lead/support and provide guidance over a broad area of technical architecture design and use and on all stages of technical development life cycles
- Lead/support and provide subject matter knowledge in lT governance, process and organizational improvement with respect to industry leading delivery frameworks (such as ITIL, CMMI, COBiT, PMI, Prince2, Six Sigma, Lean, etc.)
- A bachelor's degree in MIS, Computer Science, Engineering, Applied Science, or Operations Management preferred and approximately 10 years of related work experience; or a master's degree and approximately 8 years of related work experience. a master's degree in Computer Science, Operations, or Engineering a plus
- 1+ years of experience designing and implementing solutions in at least one of the following cloud delivery models: Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), Infrastructure-as-a-Service (IaaS)
- Application/infrastructure performance and event monitoring
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Advisory Services Senior Manager Resume Examples & Samples
- Demonstrated academic excellence; candidates will likely have a graduate degree from a leading university in business administration or quantitative discipline (e.g. economics)
- Strategy consulting experience with Fortune 1,000 clients, selling and delivering successful, high-impact projects
- An analytical mindset in terms of taking abstract questions and issues and structuring them into manageable, specific work streams
- A practical, results-orientation to help clients to drive their strategy through to achieving results
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Advisory Services Senior Manager Resume Examples & Samples
- A Bachelor's degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance or a related field
- A minimum of 7 years of post-bachelor's work experience (or 6 years for Master’s degree); 5 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services
- Understanding of the current IT environment and industry IT trends to identify the engagement and client service issues
- Ability to act as day-to-day client contact on the project engagement; run client status and other client meetings and deliver executive-level presentations that drive actions and decisions
- Proven delivery skills including the ability to scope/size a project; staff a team with the appropriate skill set; provide subject matter direction and guidance to a team; and manage the delivery of an engagement
- Ability to identify opportunities and help generate sell follow-on work during client engagements by understanding a range services and offerings and coordinating with personnel in other service lines to help sell integrated solutions that meet client needs
- Experience in creating points of view on relevant industry trends, solutions, methodologies, and analytical frameworks and tools to bring strategic perspectives to existing solutions
- Experience in managing a portfolio of executive level clients and developing long-term trusted advisor relationships
- Experience in building strong teams with a solid understanding of project management, industry content knowledge, and effective client communications
- Experience in supporting external marketing activities such as writing articles for publication or speaking at industry events Ability to help EY expand its share, brand and client awareness in the strategy consulting and business transformation space
- Knowledge of key IT management processes, industry frameworks, and models (e.g., CMMI, COBIT, ITIL)
- Experience working with Cloud Computing vendors (e.g., IBM, HP, AWS, Force.com)
- Experience working with virtualization technologies like VMWare, Citrix Xen Server,
- Cloud Computing Technology strategy and roadmap development
- Prior experience with virtualization technologies (server and storage) and automation tools that support DR solutions in a cloud based environment is highly desirable
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor’s degree in Business, Information Technology, Engineering, Marketing, Economics, Finance or related field
- A minimum of 7 years of experience delivering advisory services to Power & Utilities clients
- Flexibility to work across advisory services if needed
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Advisory Services Senior Manager Resume Examples & Samples
- Reserve Analysis
- Risk/Claims management
- Multi-line claim adjudication (e.g. Worker’s Compensation, Liability, Auto, Property, including experience with asbestos, and other latent long term defect and pollution claims)
- Bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 8 years of related work experience
- Completion of an advanced, recognized industry designation (e.g., AIC, ARe, ARM, CPCU), (if you do not have advanced degree)
- Experience working in an insurance, claims, or risk management position, with 3 years of increased management responsibility
- Strong writing and presentation skills
- Demonstrated ability to develop new business opportunities
- Strong PC skills including knowledge of spreadsheets
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Advisory Services Senior Manager Resume Examples & Samples
- Market Leadership: Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- Minimum of 6+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Willingness to travel nationally and internationally to meet client needs with a valid U.S. driver’s license and passport
- Experience in developing data management strategies specifically at the enterprise or divisional levels
- Experience in developing target operating models for data management and associated governance structures
- Defining and developing data quality approaches that include people, process, and capabilities
- Architect and design metadata solutions that include business, technical, and operational components
- Experience with reference data and concepts of master data management
- Designing and implementing end to end control plans
- Familiarity with architecture concepts specifically business and data architecture
- Background in one or more functional areas including risk, finance, compliance, retail, markets, wealth management and asset management, commercial, and insurance
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Advisory Services Senior Manager Resume Examples & Samples
- Lead and provide guidance over a broad area of technical architecture design and use and on all stages of technical development life cycles
- Minimum ten years of experience as a consultant in the IT field
- Deep expertise in CIO services including but not limited to IT strategy, IT operating model transformation, and sourcing/vendor relationship management
- Experience across the full life cycle of IT sourcing / outsourcing advisory
- Experience structuring and managing large, complex IT outsourcing deals
- Experience working with a Big 4 or specialized IT outsourcing advisory firm
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Accounting Advisory Services Senior Manager Resume Examples & Samples
- Strong technical accounting, finance, and SEC disclosure skills
- Understanding of and experience with application and research of U.S. Generally Accepted Accounting
- Principles (“U.S. GAAP”) and relevant auditing standards required
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
- Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
- Convey subject matter expertise related to transaction advisory services, including quality of earnings, financial diligence, and similar
- Manage all aspects of transaction advisory including supervision of team members, coordination with clients and other interested parties, execution of site visits, and ownership of final reporting deliverables
- Assist the team in driving brand awareness
- Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field
- 8 years experience in public accounting or related field
- Must be able to travel based on business needs
- Prior transaction advisory services experience is necessary
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Advisory Services Senior Manager Resume Examples & Samples
- Ability to identify opportunities and help generate sell-on work during client engagements by understanding a range services and offerings and coordinating with personnel in other service lines to help sell integrated solutions that meet client needs
- Demonstrated ability to understand business requirements and non-functional requirements and propose reference architectures and technology blueprints
- Experience guiding, designing and assisting in implementing Service Oriented Architecture
- Understanding of systems infrastructure and various approaches to load balancing and fault tolerance
- Experience in producing application architecture diagrams, application interaction diagrams, application blueprints, roadmaps, etc
- Technology Architecture Design
- Architecture Model Development
- A Master’s degree
- Speaking at industry conferences, round tables, and other public forums
- Relevant industry certification (e.g., TOGAF, AWS Cloud Certified, Pivotal Certified, CISSP, etc.)
- Experience working in Middleware products such as TIBCO, MuleSoft, IBM Message Broker, etc
- Familiarity with design patterns (e.g., Cloud, Integration, Presentation)
- Experience with source control (e.g., GIT, MAVEN, VSS, Team Foundation)
- Experience working with IT leadership (e.g., CIO, IT Director) and business leadership (e.g., CFO, COO, BU leader, etc.) to help shape and guide the IT strategic and improvement agenda
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Risk Advisory Services Senior Manager Resume Examples & Samples
- Assume responsibility for all project phases and work directly with clients in accomplishing project objectives
- Initiate and lead new business development
- Deliver exceptional client service in all client interactions and projects
- Communicate effectively, both internally and to clients, including those at an executive level
- Apply insights and knowledge to enable clients to solve complex business problems
- Provide coaching, mentoring and performance counseling to consultants, clients and project team members
- Balance client, new business development and practice development activities, including active participation in internal projects and operations along with complying with firm standards
- Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development
- BA/BS in Finance, Accounting, or related field
- At least 5 years of experience with Risk Advisory, Internal Audit and Internal Controls
- Previous experience in a professional services environment with success in building out a Practice
- The ability to work effectively in a team environment with all levels of client personnel in various industries
- Excellent written/verbal communications and collaboration skills
- Strong project management and facilitation skills
- Integrity within a professional environment
- Flexibility to travel to various client sites as needed up to 25%
- CPA/CIA/CFE Certification
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Five (5) or more years of prior TAS experience required
- Three (3) to four (4) years of public accounting experience, required, preferably within an audit role
- Exhibits executive presence
- Ability to maintain the highly confidential nature of information
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Management Advisory Services Senior Manager Resume Examples & Samples
- A minimum of ten (10) years of experience within an internal or external consulting capacity, with a consulting firm, public accounting firm or Fortune 1000 company performing Management Consulting and Change Management as a Finance Operations, Merger and Acquisitions, Operations or Information Technology Subject Matter Expert required
- Prior significant supervisory experience required
- Prior experience performing process reviews, systems reviews and reviews of application effectiveness preferred
- Prior experience with project management, change management, stakeholder management, gap analysis, process design, workflow analysis, organization design and development, lean concepts, documentation and testing of new business capabilities and tools, business cases and identification and reporting of opportunities and
- Prior experience in client marketing and successfully managing multiple client pursuits and proposal efforts preferred
- Solid understanding and experience planning and coordinating all stages of advisory services methodology
- Superior verbal and written communication skills, specifically business / report writing
- Ability to successfully multi-task while working independently and within a group environment
- Ability to collaborate with partners and managers within other service lines and industries, as well as Advisory leaders
- Recognition as a thorough leader with respect to the topics of governance, risk and control
- Solid grasp of general IT solution development and control concepts (leading practices)
- Capable of resolving complex business issues and proactive problem solving
- Ability to travel 25-50% on average to perhaps as much as 75% of the time for a specific project, as needed
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Business Advisory Services, Senior Manager Resume Examples & Samples
- Oversee the efforts of multiple client engagements; plan, execute, direct, and complete information systems audits, business process control reviews, and other service offerings in a wide variety of industries; and manage to budget
- Review operational, financial, and technology processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process
- Work with audit and assurance teams and the client to plan engagement strategy, define objectives, and address technology-related controls risks
- Lead engagements with performing general computer and application controls reviews
- Lead with the preparation of Service Audit Reports (SAR) in compliance with SAS70
- Apply current knowledge of IT trends and IT systems processes to identify security engagement issues and risk management issues
- Work with the National BAS practice teams in terms of practice direction and leadership
- Handle day-to-day practice and client administrative matters (billing, performance reviews, client acceptance, engagement letter preparation, etc.)
- Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change effots effectively
- Consult, work with, and service client base to make recommendations on business improvement and process improvement and serve as a business advisor to client
- Play a key role in the future business generation and continued development of the client base within industry groups and identify future client needs and new business opportunities
- Use established network of business relationships within industry groups to generate new sales opportunities
- Recruit and retain managers, senior associates, and associates
- Coach staff and motivate others to accept new ideas, practices, or action and achieve goals and objectives for performance and professional development
- Nine to 15 years of experience at a senior consultant level in a similar practice or function with a Big 4 firm, servicing cross-industry clients at a national level or experience in industry in Internal EDP Audit or Internal IT Audit
- Knowledge and experience related to IT audits and Information Technology operations
- Experience with numerous business cycles and multiple accounting software applications
- Areas of expertise should include at least some of the following: access control software, security architecture and administration, Internet use/firewalls, network security awareness and enforcement, security policies and standards, operating systems (Windows NT/2000, UNIX, AS400, and Novell)
- Outstanding experience in staff and audit management in an integrated client service team
- Demonstrated experience in practice development, business development, and managing other managers
- Security experience or training and Sarbanes-Oxley Section 404 experience a plus
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Risk Advisory Services Senior Manager Resume Examples & Samples
- Proficient in reviewing work prepared by others related to compliance, internal audit and/or internal control over financial reporting
- Familiarity with the Committee of Sponsoring Organizations (COSO) Internal Control Framework, COSO Enterprise Risk Management Framework or other established risk/control framework is helpful
- Demonstrates a comprehensive understanding of workpaper documentation according to regulatory requirements, the Institute or Internal Audit standards and/or the International Professional Practices Framework (IPPF)
- Preparing client ready deliverables that require few content changes by the responsible Partners
- Monitoring engagement progress against client and Partner expectations
- Practice development and including performing a market facing role in Business Development and lead proposal opportunities
- Regular involvement in billing responsibilities, monitoring engagement economics, profitability, budgets and related issues
- Ensuring engagement staff follow-up on open items and issues and that engagement deliverables are completed timely
- Demonstrates the ability to build networks of contacts and to identify opportunities for cross selling Firm services by focusing on client service skills and building strong client relationships
- Demonstrates advanced ability to research and apply technical competencies necessary to determine solutions to complex financial and/or operational issues
- Takes a leadership role directed to staff and clients in directing engagements by actively managing engagement responsibilities, including drafting engagement letters, providing status to the client and/or engagement team as appropriate
- Demonstrates the ability to adequately plan multiple concurrent client engagements including scheduling, deploying of resources and exhibits effective project management
- Establishes and maintains excellent working relationships and demonstrates effective communication with client personnel at appropriate levels
- Has the ability to supervise up to 15 or more staff on multiple concurrent engagements
- Ensures engagement tasks and objectives are completed accurately and completely and that staff is appropriately utilized
- Provides feedback on performance to members within the Firm’s reporting process, monitors CPE needs and requests specialized training for staff
- Understand and adhere to rules, regulations, and code of professional conduct as stipulated by the Firm, AICPA and/or Institute of Internal Auditors
- Demonstrates a comprehensive understanding of banking laws and regulations with the ability to research issues and provide management with coherent information on non-routine, complex issues
- Demonstrates the ability to execute the documentation and regulatory audit initiatives in key compliance areas
- Researches complex regulatory issues, propose solutions and consult with Partners as necessary
- Demonstrates an advanced understanding of the client’s operations and regulatory risks
- Develop comprehensive knowledge in niche regulatory compliance areas
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Advisory Services Senior Manager Resume Examples & Samples
- Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Sector relevance is a plus. Demonstrate and communicate a thorough understanding of complex real estate concepts
- A minimum of 6 years related experience in Real Estate and Construction Management industry
- A working knowledge of one or more of the following systems: BIM, Primavera, Prolog, Skire, Tririga, or other similar system(s) preferred
- Proficiency w with Excel and Word, MS Office and Lotus Notes
- CPA/CA, MRICS, PMP, LEED, PE or CCIM certification is desired. Non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of expertise, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Area and Americas Advisory Services leadership
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Advisory Services Senior Manager Resume Examples & Samples
- Lead large-scale client engagements. Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Effectively lead and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring other consultants within the organization
- Cultivate, generate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- A bachelor's degree and approximately 8 years of related work experience; or a graduate degree and a minimum of 7 years of related work experience; degree emphasis in Statistics, Mathematics, Economics, Finance, Accounting, Business, Computer Science, IT or Engineering preferred; advanced degree in one of these areas preferred
- At least 6+ years’ experience in providing advisory services with a strategic focus in helping clients achieve transformational value by improving performance and mitigating risk through the use of analytics solutions A proven track record of driving revenue within existing clients and developing new prospects at the “C” level of Fortune 500 companies along with proven experience understanding business challenges and translating them into value add analytics solutions
- Proven experience within the analytics domain gathering business and technical requirements, solution design and build, testing and solution deployment
- Analytics engagement leadership experience including: ability to lead a team of consulting professionals (on multiple projects), providing regular status updates, and monitoring project economics and hands on technical expertise as well as managing client relationships
- Preferred experience in any of the following: statistics and statistical modelling, operations research, linear regression, optimization, exploratory data mining and data visualization
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Transaction Advisory Services Senior Manager M&A Operational Transaction Services IT Resume Examples & Samples
- IT pre-deal due-diligence and post deal engagements for Private Equity and corporate clients; both buy-side and sell-side IT pre-deal due-diligence
- IT synergy analysis and IT cost estimates for mergers and acquisitions and ability to synthesize approaches to complex integrations
- IT stand-alone and carve-out analysis for divestitures; AND
- IT integrations and IT Transaction Service Agreements (TSA) for mergers and acquisitions
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Advisory Services Senior Manager Performance Improvement Digital & Emerging Technology Resume Examples & Samples
- Leveraging our delivery teams to create secure, multi-channel digital solutions that integrate with social sites, enterprise systems and the “Internet of Things” including user interface design, solution architecture, and mobile application development and testing
- Helping IT and Business organizations adapt to the changing technology landscape and respond to the rapidly evolving business and market needs
- Manage and supervise teams of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, conversion and testing
- Lead and assist in developing applicable methodologies, tools, approaches, points of view, thought leadership and accelerators to differentiate EY in the Digital and Emerging Technology Advisory market
- Team with client technology professionals, and/or third-party strategic alliances
- Develop long-term relationships and networks both internally and externally
- Interact and communicate effectively with teammates, clients, stakeholders, and executives
- Bachelor's degree and 7 or more years of related work experience; or a graduate degree and 5 or more years of related work experience, or 15 or more years of related work experience
- 7 or more years of experience in one or more of Digital and Emerging Technology’s service offerings (Customer, Enterprise, Operations, or Delivery)
- 7 or more years of experience in at least 3 of the following areas with a focus on “The Internet of Things” and XaaS (Anything as a Service): solution architecture, ERP software solutions, CRM software solutions, e-commerce, content management, big data and analytics, digital supply chain, cloud technology delivery, web development (Java and .Net), social media integration and solutions, social experience management and search, knowledge management software, user experience and design, emerging collaborative solutions including content management and enterprise data migration
- 5 or more years of significant technical (configuration, design, development) and/or functional (strategy, architecture, planning, project management, and business analysis) experience in at least one of the following platforms: Microsoft stack technologies such as Microsoft Office 365, Microsoft Azure, and/or SharePoint. Customer solutions such as Dynamics, Salesforce, or Sprinklr. Digital Content Solutions, such as Adobe, SiteCore, WordPress, Hippo or Drupal. Enterprise solutions, such as GE (Proficy), JDA, NetSuite, or SAP Hybris. Mobile technologies such as iOS, Android OS and/or others
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating enterprise business processes with technology skills
- History, ability and demonstrable comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
- Verifiable history of generating new business opportunities with new and existing clients and managing sales/engagement pipelines
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Advisory Services Senior Manager Resume Examples & Samples
- Coordinate, plan and deliver audit objectives and scope of work especially focusing on complex banking, capital markets, asset management or insurance systems, work with the team and the client to perform risk assessments, design innovative audit approaches, plan engagement objectives, manage the execution of field work and draft and deliver audit reports while complying with professional standards and addressing the risks inherent in the engagement
- Demonstrate a thorough understanding of financial services processes and complex information systems and apply knowledge to client situations, use extensive knowledge of the client's business/industry to identify technological developments and evaluate the impacts on the client's business
- Generate new business opportunities by participating in market facing activities and developing thought leadership materials. Understand EY and its service lines, actively encourage team members to contribute ideas and identify opportunities to introduce EY services
- Bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience-
- Minimum of 6+ years of related audit or applicable financial services business experience; 5 or more years of public accounting experience preferred
- Prior experience generating new business opportunities by participating in market facing activities and developing thought leadership materials
- Significant experience with internal audit risk assessment and governance, risk and compliance (GRC) methodologies, tools and enablers in the financial services sector
- Successful candidates must be available to travel as needed within and outside of the U.S. and work in excess of standard hours when necessary - second language skills and international business experience are preferred
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Advisory Services Senior Manager Resume Examples & Samples
- Actuarial Transformation and Modeling
- Retirement Income and Pension Risk Transfer
- Actuarial Tax
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Advisory Services Senior Manager Resume Examples & Samples
- Guide engagement teams, work product creation and overall quality related to
- Data architecture, data mapping and conversion; data analysis and forensics
- Transaction Monitoring Vendor Solutions – Oracle Mantas, Nice Actimize, Detica (Norkom), SAS, SMARTS
- Sanctions screening solutions – Fircosoft, Safe Banking Systems, LexisNexis Bridger
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Advisory Services Senior Manager Resume Examples & Samples
- Build relationships with government and private sector clients at the C-Suite level including the Chief Digital Officer
- Manage complex client interactions and develop high quality cross service line proposals for our clients
- Lead and manage diverse high-performing teams across multi-disciplines/functions within a complex stakeholder environment
- Manage and deliver digital technology transformation programmes
- Have credentials in business transformation programs involving Legacy as well as new technologies such as Cloud, Mobility and Analytics
- Have worked with C-Suite and their teams as trusted advisor to solve complex business challenges and issues using digital, cloud and technology solutions
- Advise our clients on how to better leverage their IT investment to achieve growth in their businesses as well as improve productivity and efficiency
- Lead the development of Digital IT strategies, IT operating models and Technology Roadmaps and Architecture
- Develop complex business cases for IT transformation initiatives on a qualitative and quantitative basis to Treasury Gateway standards
- Be accountable for delivering high quality client service and solutions and leading EY teams of senior consultants and consultants on projects
- Professional presence and the confidence to operate at the most senior levels of an organisation; strong stakeholder manager skills, quickly and easily build rapport with business executives
- Experience with emerging technologies (e.g. AWS, Azure, SharePoint, ServiceNow as well as the Internet of Things
- Demonstrated ability to win and deliver complex advisory projects Abilities across a range of areas including Program Advisory, Major Program Transformation, Information Management, Cloud and IT operating model transformation
- Strong project management, client relationship skills and demonstrated ability to lead a team
- Bring a strong mix of business and technical acumen, with business process knowledge and the ability to maintain a professional demeanour under pressure
- Ability to develop new business offerings in the Digital Transformation and As-A-Service Economy
- Have excellent written, verbal, and presentation skills and a willingness to work locally and nationally
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Advisory Services Senior Manager Resume Examples & Samples
- Managing a portfolio of client assignments on engagements that are driven by their desire to move to a digitally enabled world
- Developing IT strategy, architecture and solution design (including package solutions) and IT operational effectiveness
- Developing business cases that demonstrate the benefits of agile technology and the commercial benefits of moving to the As-A-Service Economy
- Programme and project management of fast paced IT Transformations to allow our clients to take advantage of Cloud, Mobility and Analytics
- Strong business writing, presentational and communication skills
- A track record of delivering business value from IT either by aiding clients develop and govern their enterprise architectures or by providing solution architectures in response to particular business needs
- Have a track record of delivery from a number of IT-enabled transformation projects, taking ownership of solutions and managing change while taking responsibility for both internal and external client relationships
- Have experience in seeking the alignment of business and IT, operating across organisational and technology "silos" to drive common approaches, delivering sustainable, agile and reusable solutions, IT cost optimisation
- Have a track record with a consulting or systems integration firm or as an IT Manager within a leading Enterprise/Organization
- Be comfortable working with senior executives, including CIOs and CTOs
- Have worked in or with public sector organisations
- Ideally have experience in one or more of the following specialisms: business intelligence, service management, mobility, IT security, cloud-enabled applications, SAP integration, digital technologies, data platforms, advanced analytics
- Developed people through effective supervision, coaching, and mentoring
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Advisory Services Senior Manager Resume Examples & Samples
- Undergraduate degree in Finance, Economics, Accounting, Engineering or other quantitative discipline and minimum of 8 to 10 years of work experience; advanced degree and minimum of 6 to 8 years of work experience; MBA or advanced degree in quantitative discipline preferred
- Minimum of six years of relevant experience in banking, capital markets or financial services either (1) with a financial services company with a mature recovery and resolution program, (2) with a top-tier consulting firm advising and experience with recovery and resolution planning or related topics, or (3) a regulatory body or government agency in a supervisory or policy role related to recovery and resolution planning
- Demonstrated knowledge of Dodd-Frank Act Section 165(d) and covered insured depository institution resolution plan requirements and deliverables
- Record of leading multidisciplinary projects or work streams, meeting tight deadlines and balancing multiple, competing priorities
- Ability to converse with colleagues and clients about emerging trends and current practices in financial services, capital markets and banking regulation
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Serve as a database architect/developer on cross functional client engagement teams, leveraging technologies like SQL Server, Sharepoint, Tableau, Spotfire, R, Python and ETL tools to develop and execute innovative solutions that enable ETL, data-driven analysis, advanced reporting, and decision analytics related to mergers & acquisitions and other major capital finance decisions
- Debug and optimize database performance
- Deliver solutions for purposes including data analytics, predictive modeling, business intelligence, strategic decision support and financial accounting
- Assist in the design, architecture and delivery of tools for clients
- A bachelor's degree and approximately 10-12 years of related work experience; or a graduate degree and approximately 8-10 years of related work experience
- Strong working knowledge of SQL and SQL Server Reporting Services (SSRS) with additional experience in any of the following preferred: Sharepoint, Power BI, Power Pivot, SSIS, Spotfire, R, Python, Hadoop, Tableau, Alteryx, Azure tools
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Advisory Services Senior Manager Resume Examples & Samples
- Own senior-level relationships with clients and interact with clients at the C-suite level. Understand the needs of client and develop new service offerings to meet their needs. Provide advice on defining / designing operations strategy, process framework guidelines, target operating models, improving business processes and supporting business integration
- Lead multiple business process services that help define, identify, assess, manage and measure client capabilities
- Manage team’s assessment of policies, procedures, governance, design and technology in relevant areas such as trade lifecycle, booking strategy / front office structure, Broker –Dealer operations, internal control environment, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes (CFTC, SEC, EMIR, FINMA, etc.)
- Manage multiple engagement teams and client accounts to deliver client excellence and establish strong client relationships. This includes oversight over daily project activities, scope management and change management activities, resolving escalation from engagement teams,, review of project deliverables, and presentations to client personnel and leadership. Provide constructive on-the-job feedback to team members. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify opportunities and teaming that lead to new business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients
- Consistently handle complex-level technical and business concepts by the client and EY teams
- Make significant contributions to the development of EY thought leadership content to advance service offerings
- Contribute significantly to knowledge-share environment through active participation in communities
- Strategically build trusting, mutually beneficial relationships with existing clients and client targets (C-suite level)
- Play a key role in leading pursuits at target accounts
- Play a significant role in recruiting, counseling families, inclusiveness initiatives and EY learning programs, webcasts and client seminars
- Develop project scope, goals and strategic plans for delivering services to clients
- Manage quality of the deliverables, timelines, resource allocations, budgets, and milestones
- Work with the clients to design new processes, framework and governance model for organizational and technology changes as required by the project
- Actively develop staff, senior and manager advisors on the projects by supporting individuals in developing project management, industry content, and communications / presentation skills
- Build deeper understanding of the selected area, research emerging industry trends and best practices and participate in practice development initiatives, such as creating points of view and proprietary engagement delivery methodologies
- Facilitate work across cross functional teams
- Drive business development opportunities as well as support cross-selling of EY’s advisory services
- Bachelor’s degree in Accounting, Finance, Economics, Business or Science and Engineering – Masters, MBA and/or CPA is preferred (foreign degree acceptable); 8+years of relevant experience in working at a financial services company or comparable experience working as an advisor to a financial services industry; of the required experience, must have at least 5 recent years of experience in Capital Markets
- Have an established external brand; experience representing firms by speaking and/or publishing on Advisory methods
- Must have proven ability to think broadly and globally; proven success in generating innovative, future-oriented solutions
- Must have proven experience in leading small, medium and large-sized operations and technology change initiatives or system implementations with “brand name” consulting firms or internal consulting organizations at leading corporations. Team must have had outstanding client satisfaction ratings / feedback
- Experience in program management in enterprise/operations transformation projects and programs. Experience includes strong communications, facilitation and presentation skills with senior stakeholders and project sponsors within an organization; project delivery skills (ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance, own the delivery of an engagement work stream)Must have experience in designing and implementing business and technology target operating models for large investment banking organizations at the enterprise level
- Experience in researching client inquiries and emerging issues, including regulations, industry leading practice and new technologies. Demonstrate the ability to effectively lead and manage in cross functional teams to conduct the assessment and redesign of control processes and the refinement / re-engineering of operating models. Lend particular subject matter knowledge to the design and implementation of control processes and operating model changes, helping to give specificity to the appropriate process. Coordinate deployment of operational initiatives, including deployment strategy, user training and implementation
- Must have experience in working with a range of financial products including derivatives, equities, and fixed income
- Must have experience in working within industries including investment banking, broker-dealers, custody, fund administration, insurance
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree in Business Administration, Computer Science, Finance, Accounting, Engineering or a related field, with seven or more years post-bachelor's relevant consulting/work experience
- Demonstrated business acumen of IT current state and industry trends; ability to build innovative PPM solutions to take to the market
- Demonstrated ability to generate sales opportunities and follow-on work during client engagements
- Demonstrated executive presence and strong communications, facilitation and presentation skills
- Experience leading large-scale, global and transformative programs leveraging methodologies such as Agile, Systems Development Life Cycle (SDLC), Waterfall PMBOK or Prince2
- Proven program portfolio delivery, including resource alignment, governance model, program operate model setup, leading teams to positive outcomes, navigating team through interdependencies between components
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Advisory Services Senior Manager Resume Examples & Samples
- Effectively lead large-scale client engagements while consistently delivering quality client services – drive high-quality work products within expected time frames and within budget; monitor progress, manage risks and manage client service delivery expectations
- Effectively lead and motivate teams with diverse skills and backgrounds – foster an innovative and inclusive team-oriented work environment; provide constructive on-the-job feedback and coaching to junior team members
- Generate new business opportunities for risk governance/ERM – develop and maintain long-term client relationships and networks, understand the changing business and regulatory environment and actively assess/present ways to serve clients
- Demonstrate subject-matter advisor competencies leveraging in-depth technical capabilities and industry insights in risk and regulatory matters – help drive the development of solutions and identification of opportunities for client matters across all risk domains
- A bachelor’s degree in Finance, Economics, Accounting or other business-related discipline and typically more than 10-12 years of total work experience, with a focus on related risk and regulatory initiatives for approximately six of those years; or a master’s degree and approximately five years of related work experience
- Direct experience with banking and capital markets, asset management or insurance industries, with a specific focus on enterprise risk management, topics of risk governance and stages of the risk management life cycle as it applies to varying business operating models and regulatory environments
- Broad regulatory knowledge and industry insight that can be applied to serve clients with regulatory readiness or application of ERM/risk governance topics. This includes direct knowledge of key regulations, including the Enhanced Prudential Standards, Heightened Standards, Dodd-Frank and the implication of ERM/risk governance requirements on Bank Holding Companies (BHCs), Foreign Banking Organizations (FBOs), Systemically Important Financial Institutions (SIFIs) and Systemically Important Financial Market Utilities (SIFMUs)
- Demonstrated ability to lead large client service engagements and perform as a subject-matter advisor over one or more of the following topics
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Advisory Services Senior Manager Resume Examples & Samples
- Successful delivery of the Statement of Work for the project
- Validate and approve project documentation and prepare/deliver project progress reports
- Serve as the primary client interface for project schedule, budget, and scope
- Drive a positive working environment for all aspects of the project
- Coach, guide, and mentor project team members
- Identify and determine resources needed on potential projects
- Eight years’ experience managing projects, including defining project scope and budget, creating project plans, managing project resources, issue resolution, and reporting status
- Experience managing HCM Cloud implementations, configurations and/or integrations
- Strong hands on experience configuring one or more SuccessFactors modules
- Up to 60% travel
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Advisory Services Senior Manager Risk Transformation Life Sciences Resume Examples & Samples
- Effectively manage and motivate multiple concurrent client engagement teams with diverse skills and backgrounds. Provide constructive onthejob feedback/coaching to team members
- Develop and maintain longterm client relationships and networks. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain longterm client relationships and networks
- Consulting experience in the Life Sciences sector – or consulting experience combined with working at a Life Sciesnces organization in corporate risk, compliance, quality or strategically focused management functions
- Solid understanding of risk measurement and quantification techniques
- CPA/CA, CIA, CISA, CMA, RICS APC, PMP or other relevant certification desired; noncertified hires are required to become certified within 1 year from the date of hire
- Regulatory compliance knowledge and Life Sciences specific risk management experience
- A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead teams in developing models to value a variety of financial instruments, using option pricing theory, fixed income and structured finance models, Monte Carlo simulation, statistical analysis, and other techniques from the financial engineering literature
- Develop and maintain strong working relationships with key business decision makers, communicating the value of the firm's services and winning business
- Manage multiple client engagement teams, understanding clients' needs, supervising the analyses and reporting results
- Take ownership of projects, while working collaboratively with other team members
- Serve as a practice leader and role-model for junior members of the team
- An advanced degree (master's or Ph.D.) in a quantitative discipline, with demonstrated aptitude in quantitative and qualitative analysis of financial instruments preferred
- Minimum of 5 years of relevant experience with a national valuation firm or accounting firm's valuation practice, or in investment banking, private equity/venture capital or commercial banking
- Experience in valuing complex securities, including options, warrants, fixed income securities, structured products, mortgage backed securities (MBS), collateralized debt obligations (CDOs) and other derivatives
- Ability to work within a given budget and schedule, providing top-quality results in a fast-paced, dynamic environment
- PC proficiency including at least one Financial Engineering or statistical software package (e.g. Matlab or Stata), Bloomberg, MS Excel/VBA, Word, and PowerPoint
- Achievement of or significant progress towards a CFA, FRM, PRM or ASA/AM designation is a plus, with an expectation of the completion of one designation within a given timeframe
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Advisory Services Senior Manager Resume Examples & Samples
- Demonstrate deep technical capabilities and professional knowledge
- Degree in computational finance, mathematics, engineering, statistics, or physics preferred
- Desire to develop and integrate quantitative skills within a required scope of designing and implementing business services
- Possess a valid Driver’s License
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Advisory Services Senior Manager Resume Examples & Samples
- Asset Finance/Leasing
- Team with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solutions
- Candidate must have extensive prior experience in development and creation of new business opportunities
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Advisory Services Senior Manager Resume Examples & Samples
- Enterprise Data Management/Reference Data Management
- Reinsurance Accounting and Reporting Operations/Technology
- A minimum of6+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Finance transformation and accelerated close
- Clarity
- Cognos
- Hyperion
- Smart Steam
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Advisory Services Senior Manager Resume Examples & Samples
- Provide broad functional knowledge of all key SAP modules
- Generate new business opportunities by thoroughly understanding EY and its service lines and actively assessing and presenting ways to apply knowledge and services
- 5-7 years of experience working with SAP, as well as 2-3 full life cycle implementations (or equivalent experience) required
- Experience executing a business blueprint and documenting business requirements that can be understood by a technical process team
- Development of project documentation, training materials, requirements gathering and project management methodology experience required
- Experience with configuration of resource related billing preferred
- Prior consulting experience and a demonstrated history of driving revenue within existing clients and in developing new prospects at the “C” level of Fortune 500 companies
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Advisory Services Senior Manager Resume Examples & Samples
- Potential candidates would ideally possess prior consulting experience, but may also be eligible with relevant and in-depth technical capabilities in compliance, AML operations, technology and/or regulatory experience from across the financial services regulatory bodies. The ideal candidate is more likely to have experience across the banking sector, where AML rules have been more stringently applied and control investment has generally been higher. In addition, the candidate should be adept at sharing technical knowledge across a variety of AML/Sanctions related topics, drawn from experience, industry study, and a natural curiosity to constantly expand and evolve their personal skillsets
- A degree in finance, economics, accounting or a related discipline; MBA or MS preferred
- A willingness to travel to m meet client needs
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Advisory Services Senior Manager Resume Examples & Samples
- Align IT with business models across industry markets and leading IT process and organizational re-engineering programs or project streams. Lead diverse project teams including client, advisory, third-party and across global regions
- Staying on the leading edge of innovation and trends in IT management and operations, tools and techniques
- 1+ years of experience implementing technology strategy and cost optimization solutions using benchmark indicators and leading practice gaps related to people, processes, and technology
- Experience identifying cost saving opportunities and providing comprehensive recommendations for performance improvement
- Experience leading diverse project teams including client, EY Advisory, and third-party resources internationally
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Stay abreast of current business and economic developments relevant to the client's business, and use current technology and tools to enhance the effectiveness of services provided
- A bachelor's degree and at least 8years of related work experience or a master's degree and at least 7 years of related work experience
- Degree in finance or accounting preferred. Candidate must demonstrate in quantitative and qualitative analysis.; CPA or CFA strongly preferred
- PC proficiency including MS Word, Access,PowerPoint, VBA and mastery of MS Excel
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Advisory Services Senior Manager Resume Examples & Samples
- Effectively lead and motivate client engagement teams and provide technical leadership in the assessment, design, and implementation of security and IT risk solutions
- Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the firm
- A bachelor's degree and a minimum of 11+ years of related work experience; or a graduate degree and approximately 4 years of related work experience in the fields of Computer Science, Information Systems, Engineering, Business or related major
- A minimum of 11+ years of related work experience in developing, implementing or architecting information security systems with a strong understanding of information security regulatory requirements and compliance issues
- A minimum of 5 years of experience managing strategic relationships and business development in a national consulting firm including proven results in driving sales and client satisfaction
- Deep experience with security concepts such as vulnerability assessments, privacy assessments, intrusion detection, incident response, security policy creation, enterprise security strategies, architectures and governance
- Ability to develop client deliverables and technical content
- Specific skills and certifications required
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Advisory Services Senior Manager Tech Transformation Resume Examples & Samples
- Assist leadership in shaping the IT Strategy and Portfolio Rationalization practice and methodologies
- Rationalize IT initiative portfolios with IT strategies. Perform IT assessments and build improvement plans/portfolios. Guide and advise Chief Executive Officers on moving forward
- Support IT service cost reviews and identify cost saving opportunities
- Define/architect IT services as it relates to business processes with an ability to relate IT services in business terms. Advise, coach and teach with respect to leading practices and improvements initiatives. Build business cases and justify IT Strategy improvements
- A bachelor's degree in MIS, Computer Science, Engineering, Applied Science, or Operations Management preferred and approximately 3 years of related work experience; or a master's degree and approximately 2 years of related work experience. a master's degree in Computer Science, Operations, or Engineering a plus
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Advisory Services Senior Manager Resume Examples & Samples
- Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current regulatory, business and industry trends relevant to the client's’ business
- Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate regulatory changes and business changes. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
- Knowledge of bank regulatory requirements, as well as compliance practices (e.g. Compliance Risk Assessment, Monitoring and Testing, Policies and Procedures)
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business, 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 develop observations and conclusions. Assess the quality of the target company's reported earnings, net assets and cash flows
- After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Assist the team in further articulating how such findings should be incorporated into the client's valuation and sale / purchase agreement, and provide other negotiating points
- Regularly communicate with client as to engagement issues (e.g., billing, status updates, scope changes) including preparation of proposals, scope of procedures, request lists, etc
- Effectively manage day-to-day client interaction and relationships
- Display the ability to manage and prioritize team responsibilities, and proactively consult with Managing Directors and senior members of the team as appropriate
- Manage multiple chargeable and non-chargeable projects of varying size and complexity
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IT Risk Advisory Services Senior Manager Resume Examples & Samples
- A minimum of ten (10) years of experience with a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or Information Technology Subject Matter Expert required
- Experience performing audits within a public accounting environment required
- Experience performing audits of particular industries (manufacturing, retail, distribution, energy, etc.), based upon the RAS practice’s need required
- Significant supervisory experience required
- Experience performing process reviews, systems reviews and reviews of application controls required
- Experience in client marketing to include but is not limited experience successfully managing multiple client pursuits and proposal efforts preferred
- Solid understanding and experience planning and coordinating all stages of an internal audit
- Recognition as a though leader with respect to the topics of governance, risk and control
- Capability to work in a demanding, deadline driven environment with a focus on details and accuracy
- Solid US GAAP and GAAS knowledge and familiarity with SEC and PCAOB reporting rules. Knowledge of IFRS, a plus
- Ability to resolve complex business issues
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Advisory Services Senior Manager Resume Examples & Samples
- Willingness to travel nationally and internationally to meet client needs with a valid U.S. drivers license and passport
- Data Management - Experience in developing enterprise data strategies and roadmaps. Experience in developing architectural and design patterns, considerations, solution options, and impact Experience in developing state, event, UML, and Entity-Relationship models for financial institutions. Specific experience in modeling data warehouse and operational data store. Must have gone through at least one full life cycle implementation. Design and implementation of an operational data store and data warehouse on one of the leading platforms (e.g., Oracle, DB2, Teradata. Sybase, SQL Server, Netezza) Architecture, Design, and Implementation of leading metadata vendor solutions (e.g. Rochade, Adaptive)
- Data Quality and Governance - Identification and analysis of data issues impacting financial services organizations. An understanding of the data used and the associated inherent issues in Investment Banking, Retail Banking, or Asset Management Ability to conduct discovery, perform root cause analysis, and make recommendations for the remediation of data quality issues. The ability to design and recommend governance structures and control frameworks for the ongoing management of data at financial services organizations Experience with large scale data remediation projects, from issue identification, through to remediation/resolution as it relates to specific regulatory, risk, or operational issues An experience with key data quality applications available in market
- Business Analytics - Ability to analyze and review client business data to identify key indicators pertaining to operations, risk, finance, compliance, or process and controls Design and implement analytical business and technology solutions to meet identified key indicators. Experience using analytics/BI packages (e.g. Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, SAS) to build client analysis solutions
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Advisory Services Senior Manager Resume Examples & Samples
- Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Facilitate use of technology based tools or methodologies and identify opportunities to cross-sell services. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- Consumer lending product knowledge (e.g., mortgage, auto, credit card), consumer lending life cycle knowledge (e.g., marketing, origination, pricing, risk and servicing), consumer regulation knowledge (e.g., fair lending, CRA, UDAP, TILA, RESPA)
- Relevant experience leading teams and managing people in the development and delivery of client engagements, thought leadership materials, and significant practice development initiatives
- Prior experience with a large consulting firm preferred or a demonstrated ability to function effectively in a fast-paced, client serving consulting environment
- A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally and domestically to meet client needs, estimated 80-90%
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Advisory Services Senior Manager Resume Examples & Samples
- Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within the expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Knowledge of a broad range of treasury instruments and the complex financial products (including all short and medium term money market instruments, foreign exchange, and interest rate derivatives) used to manage risk
- Functional knowledge related to asset-liability management, interest rate risk, funding and liquidity risk, collateral management, behavioral modelling, stress testing and scenario analysis, maturity mismatch, prepayment option modelling, sedimentation modelling, etc
- Leadership as well as proven project management skills
- Valid driver's license in the US and a valid passport required; willingness and ability to travel nationally and internationally to meet client needs
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Advisory Services Senior Manager Resume Examples & Samples
- Provide high-quality consulting services to our clients by establishing relationships with clients at the C-level
- Engage in practice development related activities that could include providing point-of-view sessions to our clients and/or lead and delivering client-related proposals
- Design, execute and monitor engagement progress and manage execution risk
- Build high-performing teams and coach and mentor personnel
- Demonstrate deep technical capabilities and professional knowledge along with the ability to quickly assimilate new knowledge
- Have demonstrated experience with technologies for consumer banking products, such as deposits, lending (mortgage, personal and auto), and credit cards
- Possess in-depth knowledge of vendor systems’ landscape; any relationships with mortgage origination and servicing system vendors is a plus
- Interface directly with client leadership, perform project management and manage client expectations
- Establish and maintain productive relationships with client personnel
- Bachelor's degree and a minimum of 8 to 10 years of related work experience or a graduate degree and approximately 4 to 6 years of related work experience; a degree in Computer Science, Engineering, Accounting, Finance or a related field; a minimum of 4 to 6 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company; MBA or MS degree preferred
- Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices and new technologies
- Demonstrated ability to manage, supervise and build an effective team of technology consultants through all phases of the project technology life cycle, including requirements definition, architecture design, configuration/implementation, conversion and testingConsulting experience, internal consulting experience, or former regulator or financial services technology experience
- Have worked in either the first line of defense in a consumer banking operational or technical role, second line of defense compliance officer, or internal audit
- Mortgage origination and/or servicing systems
- Mortgage origination and servicing in first mortgage or HELOC
- Digital and online system mortgages
- Test program design and test procedure development and execution
- Mortgage regulations, including but not limited to TILA-RESPA, HMDA, TRID, etc
- Experience in the mortgage industry or with a mortgage technology software company preferred
- Mortgage origination and servicing systems, such as Black Knight Empower, Core-Logic Loan Center, Blueberry Systems RELAY, Advanced Financial Technologies SMART System
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and a minimum of 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience; a minimum of 6 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
- Demonstrated ability to manage, supervise and build an effective team of technology advisors through all phases of risk technology life cycle, including requirements definition, architecture design, configuration/implementation, conversion and testing; experience of running large transformational projects or programs
- Deep understanding of typical capital markets and other banking instruments, their characteristics and uses in the capital markets
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Advisory Services Senior Manager Resume Examples & Samples
- Claims Operations and Processes
- Performance Management and Measurement (Key Performance Indicator's, business driven based metrics)
- Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery, always working collaboratively with our clients
- Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks
- Demonstrate deep Insurance claims technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
- A minimum of 6+ years of delivery experience leading and managing multiple project teams of 25+ people
- A minimum of 6+ years of working in Property and Casualty (P&C) Claims Management
- Have had financial responsibility for a $5+ million/year account
- Demonstrates ability to manage and supervise multiple teams of business advisors through all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, application mapping
- Strong written and verbal communication, presentation, client service and business writing skills, coupled with a strong interest in further designing, developing and integrating business operations and technology
- Experience in the program/project management and implementation planning (PMO), Client Relationship Management and Business Development, Definition of business and technical requirements, System selection and implementation support, Quality assurance and testing and/or Business and IT process reengineering
- Previous project experiences in P&C Claims Administration System implementations, P&C Claims Business/Operations Transformation, P&C Claims Administration System vendor selection and evaluation, P&C Claims Business Process Reengineering and/or Financial Reporting, Business intelligence/decision support
- Previous application/package experience with Guidewire, CSC, Fiserv, Accenture, Innovation Group, Insurity, SAP or similar
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Advisory Services Senior Manager Resume Examples & Samples
- Lead multiple engagement teams while working with a wide variety of clients to deliver PPM business solutions
- Understand key decision-making processes and leverage portfolio insights and data visualization options to effectively discuss the client’s business
- Demonstrate expertise of PPM methodologies
- Demonstrate deep sector-specific knowledge
- Maintain a strong understanding of the current state of clients’ businesses as well as their competitor’s businesses
- Lead business development activities on strategic and global priority accounts
- Build relationships at senior levels within client organizations
- Lead and grow accounts to achieve Advisory Services revenue and sales goals
- Optimize EY’s leverage model to improve profitability on engagements
- Provide constructive feedback to team members
- Play an active role in counseling and mentoring junior resources within the organization
- Contribute to competency brand building, internally and externally (white papers, case studies and presentations)
- Education and professional experience: bachelor's degree required – engineering, science or economics preferred – and approximately 10 – 15+ years of recent consulting and/or relevant industry experience (at least eight years of recent consulting experience preferred) with the ability to show significant client impact and results, or an MBA/other graduate degree and approximately six to eight years of related work experience
- PPM Business Solutions characteristics: For this PPM Business Solutions role, at least four years of experience is required leading teams on engagements related to most, ideally all, of the following
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Advisory Services Senior Manager Resume Examples & Samples
- Lead Consulting engagements that solve complex issues within the Oil & Gas industry
- A bachelor’s degree in Business, Technology, Marketing, Economics, Finance, Engineering or related field
- A minimum of 8 years of experience delivering supply chain advisory services to Oil & Gas clients
- Experience in Upstream and Downstream
- Oil & Gas industry capital projects skills and experience
- Process improvement, including continuous improvement and process transformations
- Lean Six Sigma and Workshop Facilitation
- Business process management and materials management process improvement
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Advisory Services Senior Manager Resume Examples & Samples
- Foster an innovative and inclusive teamoriented work environment. Play an active role in counselling and mentoring staff, seniors and managers within the firm
- Lead large scale engagements and consistently deliver quality client services. Drive highquality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
- A bachelor's degree and approximately 12 years of related work experience; or a graduate degree and approximately 10 years of related work experience
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Prepare compelling presentations and pitch books
- Contact with potential buyers, financial institutions, and clients
- Efficient use of research databases
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Advisory Services Senior Manager Resume Examples & Samples
- Provide practice leadership for network design services
- Foster an innovative and inclusive team-oriented work environment by playing an active role in counseling and mentoring junior consultants within the organization
- Extensive experience in supply chain network design, including the ability to engage client executives in business development discussions regarding network design in the context of overall supply chain strategy, a proven track record managing network design projects to successful outcomes, ability to develop and grow a practice area focused on network design, and fluency with leading network modeling and optimization software tools, including Llamasoft Supply Chain Guru
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Advisory Services Senior Manager Resume Examples & Samples
- Own mid-level relationships with clients and interact with clients up to the C-suite level. Understand the needs of clients and develop new service offerings to meet their needs. Provide advice on defining / designing operations and other functional strategies, process framework guidelines, target operating models, improving business processes and supporting business integration
- Lead a variety of business process activities that help define, identify, assess, manage and measure client capabilities
- Assess policies, procedures, governance, design and technology in relevant areas such as trade lifecycle, booking strategy / front office structure, broker-dealer operations, internal control environment, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes (CFTC, SEC, EMIR, FINMA, etc.)
- Manage an engagement team to deliver client excellence and establish strong client relationships. This includes oversight over daily project activities, participation in scope management and change management activities, manage escalation with proposed resolutions, production and review of project deliverables, and presentations to client personnel and leadership. Provide constructive on-the-job feedback to team members. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify opportunities and teaming that lead to new business development opportunities. Understand and its service lines and actively assess/present ways to serve clients
- Develop, review and give presentations that have clarity and strong impact to client and internal leadership
- Lead key initiatives that significantly impact the success of an engagement
- Contribute to knowledge-sharing environment through active participation in internal communities
- Develop and maintain productive relationships with client management throughout the project while establishing expectations of value to be delivered
- Facilitate work across cross-functional teams
- Work closely with Practice leadership to drive business development opportunities as well as support cross-selling of EY’s Advisory Services
- Must have proven experience in managing small, medium and large-sized operations and technology change initiatives or system implementations with “brand name” consulting firms or internal consulting organizations at leading corporations
- Experience in program management in enterprise/operations transformation projects and programs. Experience includes strong communications, facilitation and presentation skills with senior stakeholders within an organization; project delivery skills (ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance, own the delivery of an engagement workstream). Must have experience in designing and implementing business and technology target operating models for large investment banking organizations at the enterprise level
- Experience in researching client inquiries and emerging issues, including regulations, industry leading practice and new technologies
- Demonstrate the ability to effectively manage and perform in cross- functional teams to conduct the assessment and redesign of control processes and the refinement / re-engineering of operating models Lend particular subject matter knowledge to the design and implementation of control processes and operating model changes, helping to give specificity to the appropriate process. Coordinate deployment of operational initiatives, including deployment strategy, user training and implementation
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Advisory Services Senior Manager Resume Examples & Samples
- Develop the strategy and lead implementation of Master Data Management, Data Governance, Enterprise Data Management, Enterprise Content Management and Knowledge Management
- Gather business requirements: Discuss and determine business problems with leaders of various functional areas within an organization, and aid in determining the appropriate key performance indicators needing to be captured and monitored
- Strategy and implementation of Master Data Management, Data Governance, Enterprise Data Management, Enterprise Content Management and Knowledge Management
- Management and Operational Reporting: Ability to capture key data and develop Management and operational reports to provide effective performance monitoring and decision- making
- Report rationalization and validation: Ability to analyze and eliminate duplicate reports in an effort to reduce costs
- Data validation and integration: Ability to capture data from disparate data sources and validate integrity
- Technology Enablement: Selection and implementation of appropriate technologies to meet the business's distinct business intelligence goals and objectives
- A bachelor's degree and approximately 8 years of related work experience; or a graduate degree and a minimum of 7 years of related work experience; degree emphasis in Finance, Accounting, Economics, Business, Computer Science, IT or Engineering preferred; MBA desired
- At least 6+ years’ experience in providing advisory services in the following ISM focus areas: information strategy, data architecture, information/data governance, master data management, data quality, data integration
- A proven track record of driving revenue within existing clients and developing new prospects at the “C” level of Fortune 500 companies
- Proven experience within the Information Management domain gathering business and technical requirements, solution design and build, testing and solution deployment
- Engagement leadership experience including: ability to lead a team of consulting professionals (on multiple projects), providing regular status updates, and monitoring project economics and hands on technical expertise as well as managing client relationships
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Advisory Services Senior Manager Resume Examples & Samples
- 8+ years of professional services and/or advisory experience
- 8+ years of experience designing and implementing solutions in at least one of the following cloud delivery models: Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), Infrastructure-as-a-Service (IaaS)
- Exposure to end to end value chain data services and communication technologies (Oildex, Totco, Wellview, EDI, SCADA)
- Delivery and /or sales experience in Asset Performance Management solutions required (i.e., IBM Maximo, Meridium)
- Knowledge of emerging digital technologies
- Strong working knowledge of strategic and technology deployment methodology and practices for ERP, Asset Performance management and Cloud based software development
- Comfort with Service Oriented Architecture (SOA), API Stack, SAS, SAP Hana, Meridium, IBM Maximo and overall existing analytical technologies
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Advisory Services Senior Manager Resume Examples & Samples
- Manages Service Delivery for managed service engagements, resources, and client stakeholders working with a global set of delivery resources in India and Costa Rica
- Responsible for real-time enterprise global operations and mission-critical platform delivery
- Keep track of day to day on ground operations (productivity/ quality & risk) and lead team motivation and highlight any anomalies
- Randomly audit and check status of field activity and drive right behavior and Process adherence across the field Operations
- Prepares Project performance decks & present to stakeholders
- Supports transition, delivery, and consulting teams with client management on each of the managed service engagements
- Manages effective internal/external client relationships within a defined area of responsibility
- Delegates all work assignments, manages/approves the quality of the work and drives the people management activities within the team
- This Role also exercises consistent judgment and discretion with work directly related to policies and the general operations of the business
- Ensures that daily, weekly, and monthly statistics, status reports, and graphical reporting aids are completed and continually modified to meet the needs of the department
- Ensures decisions are made to improve the overall Service Delivery area are carried through
- Ensures service team compliance to established service levels and provides reporting on adherence and support trends
- Establishes and documents support policies, guidelines, and procedures to ensure consistent managed service delivery across all delivery locations
- Perform staff scheduling to ensure Service Delivery coverage during established business hours and after hours on-call support
- Identify, rationalize, and resolve delivery issues externally and internally
- Manages the engagement economics, finances, and billing cycles for each managed service engagement
- Isolates problem trends and ensures that troubleshooting efforts are completed for recurring problems until permanent solutions are found and documents support knowledgebase accordingly
- Identify and implement continuous improvement, innovation, automation into the service delivery of managed service offerings and client engagements
- Manage delivery team HR related activities (new resources, on boarding, attrition, etc.)
- Manage delivery team utilization and capacity
- Manage intake of additional managed service scope
- Support sales and pursuits for new managed service clients engagements
- A Master’s degree preferred (preference)
- 8-10 years of Service delivery or operations
- 3-5 years of client facing roles
- Experience managing and developing a set of global resources
- Experience of delivering services through global delivery model (onsite/offshore) and cultural aspects of working with offshore teams
- Experience in implementing a Shared Service model with an organization (not a preference)
- Organization development skills
- Experience with the service delivery and / or governance of ITO / BPO contracts
- Experience with order to cash, record to report, source to pay, app dev, etc
- Experience with contract management, SLA management, performance reporting, robotics, invoicing management, etc
- Strong written and oral communication, negotiation and influencing skills varied across audiences(preferences)
- High level of proficiency in Microsoft Office suite, including Visio, Word, PowerPoint and Excel (Preferences)
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Decision Support and Decision Analysis
- Supply Chain Analytics
- Econometric Analysis and Statistical Modeling
- Optimization, Forecasting and Simulation
- Network Modeling
- Data Mining
- Business case development
- Model risk assessment and remediation
- Team with client finance and operational professionals to design and implement solutions. Lead and collaborate to plan engagement objectives and a strategy that addresses client needs. Manage expectations of service delivery; monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify issues and proposes both strategies and technical approaches
- A bachelor's degree and at least 8 years of (or a master's degree and at least 7 years of) experience in developing predictive and prescriptive analytics solutions associated with supply chain optimization, operations effectiveness, cost transformation, capital structure optimization, working capital improvements and other types of financial modeling
- Degree in statistics, mathematics, operations research, industrial / systems engineering, business analytics or related data science or finance / economics with relevant work experience
- Expert level skills in statistical software packages (SAS, SPSS, R). Experience in using decision modeling software (SC Guru / Llamasoft, AIMMS, GAMS, Arena). Experience in visualization applications (Spotfire, Tableau, PowerView). Working knowledge of data management and data structures
- Experience in strategy, operations research, supply chain, procurement, logistics and/or financial research roles a plus
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Advisory Services Senior Manager Resume Examples & Samples
- Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements
- Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities
- Focus areas: Front Office, Middle Office and Back Office trade flow, Data flow and Business process, Pre-Trade Analytics, Desk or book level stress testing, Trade Entry, Order Management, Trade Execution, Trade Enrichment, Affirmation and Confirmation, Netting, Settlement, Posting
- Bachelor's degree in computer science, engineering, accounting, finance or a related field (MBA or MS degree preferred) and approximately 8 years of related work experience or a master's degree and approximately 7 years of related work experience
- Definition of business and technical requirements, Design of business and technology architecture
- Dodd-Frank, OTC Derivatives Reform Volcker Rule
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Advisory Services Senior Manager Resume Examples & Samples
- Experience successfully managing projects with defined deliverables and budgets, including budgeting and managing the schedule, client relationship management, communicating strategically around key issues conflict resolution and consensus building
- More than two years in Agile or software development project management roles leading teams toward the delivery of products and releases
- Experience with modern front-end technologies (e.g., Angular) and a strong command of JavaScript
- Experience in any of the following ServiceNow modules: Asset Management; Service Catalog; CMDB; Orchestration; Service Portal; CMS; Service Management Integrations; and ITIL modules such as Incident, Problem and Change Management
- A good understanding of request fulfillment concepts, service offerings and vendor management
- Implementation and development experience in integration technologies and architectures (e.g., service orchestration, service choreography, event-driven architecture, messaging middleware)
- Experience reviewing technical decisions and articulating the pros and cons of technology options based on personal experience, industry knowledge and leading practices
- Strong experience in version control systems, such as Git and RTC
- Must have ServiceNow System Administrator and Implementation Specialist certifications
- Candidates must be able to travel in accordance with client and other job requirements. Travel can be as much as 100% of a workweek. Travel may be international
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Advisory Services Senior Manager Resume Examples & Samples
- Engage directly with client stakeholders and executives to help define their digital vision, strategy, and roadmap, with supporting business case
- Analyze existing platforms, tools, and processes in the client’s digital ecosystem, and recommend innovative, implementable solutions as appropriate based on business and customer needs
- Plan and facilitate client workshops around digital vision, innovation, and design
- Assess client operating models, identifying gaps, and making recommendations for future improvement
- Define strategy and design for customer experience, working closely with user experience (UX) design team members to devise strategic solutions based on stakeholder interviews, research analysis, persona creation, user needs, journey maps, and business requirements definition
- Produce clear, professional presentations and deliverables of superior quality, supported by strategic thinking and analysis, to be delivered to client senior management including C-level
- Continuously contribute thought leadership and perform ongoing market research related to digital innovation, providing insight on industry trends, technology, challenges, and leading practices
- Generate new business opportunities. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- A Bachelor’s degree in Computer Science, Information Systems Management, Human Computer Interaction, Interactive Media, Interaction Design, Human Factors, Cognition Psychology, Cognitive Science, Communications, Informatics and Design or a related field. MBA degree preferred
- A minimum of seven years of post-Bachelor’s work experience (or six years for a Master’s degree); five or more years must relate to digital strategy, transformation and/or customer experience design (preference will be given to candidates who have demonstrated ability working in an agile environment in a complex digital organization with a focus on digital strategy, transformation, and operating model design)
- A minimum of five years of experience working in the financial services industry or comparable experience working as an advisor to a financial services company; preferably with a strong consulting background in banking, asset management, capital markets or insurance
- Digital thought leader with a solid understanding of the industry including technology, challenges, leading practices, and trends (e.g. chat bots, internet of things)
- Creative and strategic problem solver who is comfortable with a high level of ambiguity
- Highly collaborative leader with proven ability to manage teams, provide effective feedback, and coach team members
- Demonstrated ability to work with senior-level clients in large scale organizations, with strong analytical ability, excellent communication skills, and proven ability to influence and manage stakeholders
- The ability to run workshops with clients to understand needs, articulate vision, and help design strategies and experiences that meet their vision and needs
- Extensive experience in the development of executive presentations and deliverables, comfortable carrying out detailed analysis of qualitative and quantitative data to identify and present key themes and trends in a highly consumable format
- A solid grasp of UX and user centered design best practices (e.g. design thinking, mobile-first, responsive design) and proven ability to collaborate with UX design teams on strategic solutions
- A passion for digital strategy and innovation, including research and showcase knowledge in the industry’s latest trends and technologies
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Advisory Services Senior Manager Resume Examples & Samples
- Leading large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- You will effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
- You will generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
- You will demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
- Developing a strong personal brand and enhance the EY brand by writing articles, participating in industry groups and speaking at seminars
- A minimum of 5+ years of delivery experience working with multiple project teams
- A minimum of 5+ years of experience working in Life Insurance Operations
- Demonstrated ability to build trust and manage high level, executive relationships
- Demonstrated ability to lead and supervise teams of business advisors through all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, application mapping
- Ability to research client inquiries and emerging issues, including regulations, life insurance industry practices, and new application technologies
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Advisory Services Senior Manager Resume Examples & Samples
- Experience in communicating technical information through written reports and presentations, using tools such as PowerPoint/Excel/Word/Visio
- Proven delivery skills including the ability to scope/size a project; staff a team with appropriate skill sets; provide subject matter direction and guidance; and manage the delivery of an engagement
- Ability to identify opportunities and help generate sell-on work during client engagements
- Experience in creating points of view on relevant industry trends, solutions, methodologies, analytical frameworks and tools to bring strategic perspectives to existing solutions
- Experience in building strong teams with a solid understanding of project management, industry knowledge and expertise, and effective client communications
- Broad knowledge of IT functions and IT operations and how IT enables the business
- Knowledge of key IT management processes and industry frameworks (e.g., CMMI, COBIT, ITIL, Six Sigma, ISO 2700x, TOGAF, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc.)
- DevOps tools, methodologies and best practices, including Continuous Integration and Delivery
- Unix, Linux and Windows operating systems
- Analyzing emerging technologies, market trends and their potential impacts
- Production system administration, configuration management, continuous monitoring and support
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Advisory Services Senior Manager Resume Examples & Samples
- A minimum of five years of post-bachelor work experience (or four years with a master’s degree), of which three years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm providing advisory services for product management, digital or customer experience strategy
- Ability to participate in and drive ideation sessions, stand-ups, sprints and scrums
- A specific domain knowledge and understand the dynamics impacting their product, such as market trends, technology and regulatory rules
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Managing and executing financial due diligence engagements
- Developing and communicating fees and time lines
- Identifying post-acquisition action steps to achieve anticipated earnings/cash flow improvements
- Understanding EY's service lines and actively present ways the firm can successfully serve clients
- A bachelor’s degree in Accounting or Finance and 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience supported by an active CPA certification
- Significant public accounting and previous financial due diligence experience
- Excellent analytical skills and the confidence to translate complex data into meaningful insights
- Ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
- Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally
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Advisory Services Senior Manager Resume Examples & Samples
- Demonstrate in-depth technical capabilities and professional knowledge in your functional area of manufacturing. Demonstrate ability to quickly learn new processes and uncover new offering that may assist current customer base
- Provide mentoring and motivate diverse client engagement teams by delivering constructive on-the-job coaching to team members, while fostering an innovative and inclusive team-oriented work environment
- Build relationships with client personnel and deliver quality client services. Strive to assist our clients uncover additional areas of opportunity and manage the business development process
- Understand EY and its service lines and actively assess what the firm can deliver to serve clients
- About 8 years of experience in supply chain consulting environment
- You can expect to travel outside of your assigned office location at least 80% of the time. Successful candidates must work in excess of standard hours when necessary. A valid driver’s license and passport is required
- Use your knowledge to mentor and lead a team of professionals on multiple projects
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Project Management - lead project teams comprising of colleagues from across the TAS sub service lines
- Business and Commercially Driven - working in a fast-paced, exciting environment with strong business acumen to drive value to our clients
- Business Development - drive client pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work
- People development - coach and mentor team members to support achievement of their career goals
- Building Relationships - Strong working relationships with senior clients, including influence, advice and support to key decision makers
- A bachelor’s degree in Business, Accounting, Finance, Engineering, or Information Technology and 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience
- Significant M&A management consulting experience
- Experience leading and managing in complex business environments
- The ability to synthesize approaches to complex integration/divestiture conflicts.The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
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Advisory Services Senior Manager Resume Examples & Samples
- Guidewire System Implementation (Policy, Billing, Claims)
- Performance Management and Measurement
- Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements
- Bachelor's degree and approximately 8 years of related work experience at a Property and Casualty (P&C) Insurance carrier or consulting firm; or a graduate degree and approximately 7 years of related work experience
- Previous application experience in any of the following: Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Taxation - you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues
- A bachelor's degree in finance, economics, accounting or business and at least 8 years of related business valuation work experience; or a graduate degree and at least 7 years of related work experience
- At least 7 years of direct Business Valuation experience
- Demonstrated record of solving complex problems and completing challenging projects
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Advisory Services Senior Manager Resume Examples & Samples
- Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
- Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
- Bachelor's degree and approximately 7 years of related work experience; or a graduate degree and approximately 8 years of related work experience
- Experience in IT Risk Transformation services such as ITRM, TPRM, GRC, Data Analytics, or Reg & Compliance
- Strong candidates will hold at least one relevant professional certification, such as CISM, CISA, CISSP, CRISC
- Understanding of risk management practices and a deep knowledge and experience with applicable laws, regulations, guidelines and frameworks within the financial industry such as FFIEC, NIST, ISO27001, GLBA, OCC Heightened Standards
- Excellent written and verbal communication skills for report writing, client presentations, and project management
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Advisory Services Senior Manager Resume Examples & Samples
- Developing cohesive, compelling strategic visions for our clients that guide their overall business plans
- Communicating strategic visions to our clients, and help them and their business development teams socialize the strategy to the greater organization
- Assessing client business models and identify new revenue opportunities within the context of brand, market, user, financial, and technology constraints
- Collaborating closely with EY design, architecture, technology and cross-service line teams to ensure business requirements are deeply integrated into the user experience
- Participating in pitches and business development
- Contributing to domain expertise, thought leadership, and EY acumen through the development of first party research
- Maintaining points of view across Americas Advisory sectors and digital capabilities from 3rd party sources and internal EY experiences
- Partnering with client services to help grow key large accounts and ensure client satisfaction
- Bachelor's degree and 10 or more years of related work experience
- 8 or more years of experience in at least three of the following areas with a focus on The Internet of Things and XaaS: solution architecture, ERP software solutions, CRM software solutions, e-commerce, content management, big data and analytics, digital supply chain, cloud technology delivery, web development, social media integration and solutions, social experience management and search, knowledge management software, user experience and design, emerging collaborative solutions including content management and enterprise data migration
- 5 or more years of significant technical and functional experience in at least one of the following platforms: Microsoft Office 365, Microsoft Azure, or SharePoint; Customer solutions such as Dynamics, Salesforce, or Sprinklr; Digital Content Management Solutions, such as Adobe, SiteCore, WordPress, Hippo or Drupal; Enterprise solutions, such as GE (Proficy), JDA, NetSuite, or SAP Hybris; and Mobile technologies such as iOS and Android OS
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Lead multiple client engagement teams, participating in due diligence and structuring engagements related to transactions for private equity and strategic corporate clients
- Review merger agreements and provide opinion letters
- Identify and analyse tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition, and restructuring of businesses
- A bachelor's degree and around 8 years of related work experience; or a graduate degree and 7 years of related work experience
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Advisory Services Senior Manager Resume Examples & Samples
- Effectively manage and motivate client engagement teams with diverse skills and backgrounds fostering an innovative and inclusive team-oriented work environment
- Develop client relationships which generate revenue opportunities through consistently delivering quality client services within expected timeframes and on budget. Communicate in an open and honest way that quickly builds trust and respect
- Bachelor's degree and approximately 8 years of related work experience at a financial services or consulting company; or a graduate degree and approximately 7 years of related work experience
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Advisory Services Senior Manager Resume Examples & Samples
- Structuring
- A bachelor's degree and 8 or more years of related work experience or a graduate degree and a minimum of 6 years of related work experience
- At least 5 years’ experience in providing blended advisory services in the following focus areas: Managed Services/Application Maintenance Services/Business Process Outsourcing, Cloud Services/IaaS/SaaS/PaaS, Proposal/Solutions development, , Managed Services/Outsourcing Deal Structures, Sales Support, Pipeline development, Pricing, Marketing, Campaign development
- Background in selling and structuring Managed Services solutions in regards to our current practices, sectors, and offerings
- Proven track record of understanding business challenges and translating them into value-add managed services solutions
- A willingness to travel both domestically and internationally up to 80%. You must possess a valid US driver’s license and passport
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Advisory Services Senior Manager Resume Examples & Samples
- Target operating model
- Organization design
- Financial and operational performance improvement
- Demonstrate technical capabilities that support the P&C insurnace adminstration processes. Remain current on new developments in advisory services capabilities and industry knowledge
- Ability to lead management consulting assessments based on proven project management and change management methodologies
- Bachelor's degree and approximately 7 years of related work experience at a P&C insurer or comparable consulting experience; or a graduate degree and approximately 6 years of related work experience
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Advisory Services Senior Manager Resume Examples & Samples
- Maintain relationships with client management to manage expectations of service, including work products, timing, and deliverables. Demonstrate a thorough understanding of testing internal controls, developing internal audit plans, and providing audit services on a co-sourcing or outsourcing basis. Monitor progress, manage risk and verify key stakeholders are kept informed about progress and expected outcomes and apply it to client situations
- A minimum of 8 years of experience working as an IA auditor or IA risk adviser for a public accounting firm, a professional services firm, or within industry
- Bring your significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) Strong analytical, interpersonal and communication skills and strong skills in project management and engagement closure (b) developing risk remediation strategies. (c) performing and interpreting gap analysis (d) Understanding of control rationalization, optimization, effectiveness and efficiency
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Handling financial due diligence engagements regarding divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers
- Analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management
- Assist clients in the preparation of SEC filings, including carve-out audited financial statements
- Constantly researching industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients
- Significant public accounting experience and previous divestiture/carve out/spin-off diligence experience
- The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
- Must be willing and able to travel up to 60% on short notice
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Play a leadership role in helping grow the Parthenon business
- Define the objective and scope of strategy engagements and client deliverables in consultation with the Managing Director
- Lead teams in the execution of both commercial due diligence and strategy engagements
- Develop business strategies using tools such as market analysis, customer research, macroeconomic forecasting, and portfolio optimization
- Drive business development activities in key sectors and internally across the broader EY and Transaction Advisory Services organization
- Manage, develop, and mentor junior team members at the Associate, Senior Associate, Consultant, and Senior Consultant levels
- Develop and maintain relationships with clients
- At a minimum, a bachelor's degree with outstanding academic performance and at least seven years of related work experience
- Experience managing M&A strategic diligence projects in complex environments
- Sector expertise that aligns with one or more of Parthenon’s practice areas
- Demonstrated ability to lead teams on complex assignments and develop individual team members
- Strong quantitative skills to supervise data analysis, interpret output and generate insights
- Ability to make detailed assessments of industry, products, markets, competitors and customers to identify risks and opportunities
- Proficient in the English language, including the ability to listen, understand, read and communicate effectively, both in writing and verbally, in a professional environment
- Willingness and ability to travel, when necessary (approximately 25-50%)
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Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree and approximately 7 years of related work experience; or a graduate degree and approximately 5 years of related work experience
- A minimum of 4 years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry knowledge
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Project Management - lead project teams comprising colleagues from across the TAS sub service lines
- People development - coach and mentor staff in the achievement of their career goals
- Significant experience in an M&A consulting environment working with financial services clients, including banking, capital markets, asset management and/or insurance
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- Strong Excel skills
- Leadership skills
- Client relationship and management skills
- Business development experience and skills
- Strong knowledge and awareness of new data analytics tools and related software, including data visualization and database skills
- A bachelor's degree in business, finance, or accounting and at least 8 years of related financial modeling work experience; or a graduate degree and at least 7 years of related work experience
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Advisory Services Senior Manager Resume Examples & Samples
- Brief the engagement team on the client's Construction environment and trends
- A minimum of 8 years of experience working within a corporate real estate, a public accounting firm, a professional services firm, or within industry
- Bring your significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) Strong analytical, interpersonal and communication skills and strong skills in project management and engagement closure, (b) working knowledge of one or more of the following systems: Accruent, Archibus, Trimble Manhattan and Prolog, IBM Tririga and Maximo, Oracle Primavera, Planon, SAP RE or other system(s) preferred
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Advisory Services Senior Manager Resume Examples & Samples
- Managing and motivating teams with diverse skills and backgrounds in an inclusive team-oriented work environment
- Playing an active role in counseling and mentoring junior consultants
- Reviewing stratifications of client portfolios and leading discussions with audit teams
- Leading discussions with audit clients on methodologies and assumptions on the valuation of fixed income securities
- Leading teams in obtaining and evaluating cash flow modeling assumptions from third party market providers
- Liaising with third party pricing providers to stay abreast on market events and sentiment
- Bachelor’s degree and approximately 5 years structured finance experience or Master’s degree and approximately 3 years structured finance experience. Degree in finance, economics, mathematics, accounting, engineering or a related discipline; MBA or MS preferred
- Modeling and valuation experience with fixed income securities
- Working knowledge of the Securities and Exchange Commission’s Regulation AB 1122 compliance reporting
- Demonstrated project management, teaming, analytical and problem-solving skills
- Flexibility and willingness to travel and work in excess of standard hours when necessary to meet client deadlines; valid driver’s license and passport to meet travel requirements
- Proficient in Microsoft Excel, Bloomberg, Intex, Moody’s Wall Street Analytics, Citigroup Yieldbook and transparency tools of pricing vendors
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Transaction Advisory Services Senior Manager Resume Examples & Samples
- A bachelor's degree in in real estate (preferred), accounting, finance or business and at least 8 years of related work experience; or a master's degree and at least 7 years of related work experience
- Previous commercial real estate, acquisition due diligence, real estate valuation, loan underwriting, asset management, finance, or market research
- Advanced Excel and financial modeling expertise. Argus, Access and Visual Basic experience strongly desired
