Associate / Senior Associate Resume Samples

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M Lang

Milford

Lang

3087 Collins Avenue

Philadelphia

+1 (555) 965 5661

3087 Collins Avenue

Philadelphia

Phone

p +1 (555) 965 5661

Experience Experience

Detroit, MI

Senior Custody Associate

Detroit, MI

Schmidt, Mertz and Keebler

Detroit, MI

Senior Custody Associate

Assists management in identifying procedures and policies that are outdated or ineffective
Researches and provides resolution on more complex business issues
Performs box count on a bi-weekly and quarterly basis to ensure proper possession or control of physical stock
Performs other duties and responsibilities as assigned
Monitors workflows to ensure assignments are completed in an accurate and timely manner
Researches and provides resolution on complex business issues
Assists in special projects

Houston, TX

Associate / Senior Associate

Houston, TX

Wilderman, D'Amore and Pfannerstill

Houston, TX

Associate / Senior Associate

Draft Reports and make presentations to senior management at clients on the findings of work
Develop and deliver quality tax planning approaches by providing timely and responsive services and work product that meets and/or exceeds client expectations
Work with our team to create and modify presentations and industry articles and attend business development calls and functions
Knowledge in Financial Products, Front to Back workflows and the product event management would be a significant plus
Achieve productivity targets – so as to improve the overall performance of the team
Improve and develop current reporting procedures, including identifying reporting gaps, inefficiencies in processes & process maintenance
Likely to also work on a number of cross border assignments working with other EY offices around the world

present

Dallas, TX

Associate / Senior Associate, Credit Risk

Dallas, TX

Swaniawski-Green

present

Dallas, TX

Associate / Senior Associate, Credit Risk

present

Assist audit and advisory clients in evaluating consumer loan portfolio risk assessment models
Create consumer credit loss forecasting methodologies for clients
Evaluate analytical models and methodologies used in consumer credit lending, account management, and collections
Supervise associates and interns on engagements
Serve as a liaison between clients and upper management
Identify and communicate technical matters to both clients and upper management
Participate in the proposal process for potential engagements

Education Education

Bachelor’s Degree in Accounting

University of Florida

Bachelor’s Degree in Accounting

Skills Skills

Excellent knowledge of Microsoft Office products, particularly Excel; knowledge of Visual Basic is
Computer skills including the ability to operate computerized accounting, spreadsheet and word processing programs, and email at a highly proficient level
Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills
Strong ability and willingness to be flexible and adaptable to work in a complex, global environment cross-functionally and build relationships
Excellent skills in the following competencies: organizing, planning, time management, quality, attention to detail
Ability to quickly master new tasks, to work on multiple assignments and manage ambiguity
Prior knowledge of different patent and non-patent databases is desirable
Good process knowledge of Cargo execution process
Strong project management skills, ability to manage multiple projects concurrently
Previous experience working in a Good Clinical Practice and/or Good Laboratory Practice environment

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15 Associate / Senior Associate resume templates

Read our complete resume writing guides

Senior Consumer Engagement Associate Resume Examples & Samples

Manage Consumer Engagement Coordinator and/or Associate and allocate workloads
Maintain and execute annual PR plans for both B2B and B2C clients, as well as, managing planning for upcoming fiscal year plans
Determine appropriate strategic approach to social, event marketing and public relations campaigns
Work closely with creative, media and account services departments to ideate and execute integrated campaigns
Content creation and strategy
Some client social community management
Compile detailed social media and publicity reports

Senior Partner Admissions Associate Resume Examples & Samples

5+ years of Administrative experience in a Corporate environment
Bachelor's Degree from an accredited college or university
Microsoft Office/Suite proficient (Word, Excel, PowerPoint, Outlook, etc.)
Excellent written and verbal communication skills (written and verbal)
Ability to interact with the highest levels of the firm as well as senior external candidates
Human Resources experience
Access Database management and reporting skills

Associate / Senior Associate Resume Examples & Samples

Conduct asset class specific research on investment strategies. Provide ongoing qualitative and quantitative analysis of institutional managers and their separate account strategies, as well as mutual funds
Source new ideas, meet with portfolio managers and other investment professionals, document meetings, provide written research opinions and evaluations, and delivering recommendations and analysis to consultants, portfolios managers, and clients
Production of all collateral and deliverables associated with assigned investment managers, including, but not limited to, manager meeting notes, evaluations, and ad hoc analysis
Represent the firm to the external investment community in a professional manner during conference calls, in-person meetings, and on-site visits
Interact with WFM and Wilshire Consulting colleagues in servicing clients’ needs. Participate and contribute in client and prospect meetings as needed
Support Wilshire’s quarterly reporting and monitoring process
Serve as subject matter expert in assigned asset class
Lead and execute ad hoc manager research related projects
Collaborate with other members of the investment team and contribute to investment decisions made in client portfolios
Mentor junior team members
Bachelor’s Degree required (Business and finance related majors preferred)
Strong verbal and written communication skills required
Strong quantitative and analytical ability required
Team player and client centric
3+ years of investment manager research, institutional or HNW consulting experience in traditional asset classes is preferred
5+ years of overall investment industry experience is preferred
CFA Charter or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or Economics preferred
Client presentation experience preferred
Experience in a multi-asset class, multi-manager environment is a plus

Associate / Senior Associate Resume Examples & Samples

Bachelor’s degree required; major in Finance or Engineering
1+ years of related experience in a financial institution is required. Preferably 3+ years business analysis experience in the financial services industry
Excellent communication and presentation skills; ability to work closely with cross-functional teams comprising experts is important
The ability to work in a team environment and build collaborative relationships with different management levels to communicate proposed process and timing changes
Experience working working with large amounts of data

Associate / Senior Associate Resume Examples & Samples

Bachelor’s degree is required in Business related field, including Finance, Economics, Quantitative Finance, Statistics, etc
Minimum of 1 year of relevant experience is required. Preferably 3+ years business analysis experience in the financial services industry
Excellent communication and presentation skills; ability to work closely with cross-functional teams comprising experts is valuable
Ability to work in a team environment and build strategic work relationships with other internal staff and service
Experience and knowledge of QRM is a plus
Experience and knowledge of Basel III, CCAR/DFAST is a plus

Senior Materials Associate Resume Examples & Samples

Maintaining Inventory Stock Levels
Initiate Purchase requests for newly identified stock needs
Tracking equipment deployment requests
Assisting the warehouse manager with storage area organization and maintenance
Performing quality assurance on inventory records
Tagging of received equipment
Scanning of received equipment
Updating tickets based on work performed
Schedule transportation across distributed locations
Update standard documentation, log books, and database
Prepare equipment for disposal
Manages onsite and/or remote repair and maintenance of desktops, laptops, and peripherals for warranty service and repair
Manages the preparation of hardware for disposal in accordance with contract requirements

Associate / Senior Associate Resume Examples & Samples

Write, review and update a wide variety of marketing materials including papers, brochures, PowerPoints, fact sheets, web content and more
Preparation and independent creation of complex Response for Proposals (“RFPs”) from prospective and existing clients
Help create and maintain database of information used to populate questionnaires
Coordinate and complete specifically assigned tasks such as data gathering, analysis, and preparation of response materials
Responsible for updating and maintaining client information and distributing various communications to clients
Proofreading and data quality control
Responsible for ensuring that all marketing materials comply with established standards (data, design, etc.)
3-4 years related professional experience, preferably in the financial services industry
Superior attention to detail and excellent organizational and time management skills
Proficiency in Microsoft Office (PowerPoint, Excel, Word, Outlook) required; design software knowledge a plus (Adobe InDesign, Illustrator)

Senior Business Measures Associate Gbt R Resume Examples & Samples

Working on their own initiative and showing creativity and a committed drive to obtain the results required
Researching, analyzing, tracking and reporting of performance metrics/spend related to vendors/service providers
Identifying, analysing and collating data across multiples business units and sources
Strong skills in preparing, tailoring and developing presentations for Senior Management and Executive level
Should be educated to degree level in a Computer or Business/Financial discipline
Must have at least 4 years experience in applications technology, business operations with a proven track record in Analysis
1 - 3 years relevant experience in Business/Data Analysis
Very Strong knowledge of Excel, MS Powerpoint & Access
Experience in documenting Business Process
Excellent presentation, written and verbal communication skills
Excellent multi-tasker with strong problem-solving skills and resourcefulness
Proven ability to learn and adapt to change quickly and easily and to motivate others to do likewise
Team player with excellent interpersonal and motivational skills
Proven ability to work well with technical and non-technical staff across numerous areas
Have a positive attitude and take a proactive approach to problem solving
Ability to work in a challenging environment handling the management of issues in a calm, professional and controlled manner

Associate / Senior Associate Resume Examples & Samples

Chartered Accountant or equivalent qualified
Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction Support role)
Demonstrate a keen interest in financial services activity
Excellent analytical, IT and interpersonal abilities
Strong work initiative and the ability to adapt to new challenges and ideas
Strong word, excel and PowerPoint skills
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
Work closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the ASEAN and Asia-pacific 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
Understand the capabilities of the firm and look for opportunities to sell additional services to our clients

Senior Partner Resources Associate Resume Examples & Samples

Analyses Partner Resources program activity, conducts additional research and analysis as needed, and prepares reports and makes presentations
Provides consultation and support to managers on partner relations issues and applicable company policies and employment laws
Serves as an advocate on behalf of partners or a specific team or department within the business unit. Solicits and listens to partners' concerns, and takes an active role in resolving problems. Provides information, or facilitates partners' ability to obtain information, about benefits, compensation, training and other Partner Resources programs and services
Supports implementation of Partner Resources strategic plans, tactics programs for client business units, departments and regions. Manages tactical projects for a specific team within the business unit
Ability to apply consultative skills in a business environment
Ability to coach and mentor others
Ability to facilitate groups
Knowledge of local, federal, and state employment laws and regulations
Ability to analyze data and determine appropriate business solutions

Associate / Senior Associate Resume Examples & Samples

Help clients achieve their strategic goals, whether they are acquiring or divesting assets. You will
Advise clients during the due diligence process to identify key value drivers, challenge assumptions about future performance and
Work with other EY service teams to deliver an integrated service to our clients
Likely to also work on a number of cross border assignments working with other EY offices around the world
Bachelor's degree with at least two to three years of relevant work experience
Candidates with lesser experience may be considered for Associate level
Entrepreneurial mind set and business acumen
Passion for helping clients achieve their potential
Able to analyse financial and non-financial information to formulate views and conclusions
Familiar with fundamental concepts of accounting including IFRS
Good presentation skills and prior audit experience would be advantageous
Possess data analysis & critical thinking skills with a flair in MS Excel applications

Associate / Senior Associate Resume Examples & Samples

Clearly and accurately document the execution of specific audit procedures as defined by the engagement objectives, onshore team's Work step allocation, and planned audit approach
Stay informed of current business/economic developments relevant to the sector/industry
Recognize potential audit issues or unusual relationships from basic analysis of the financial statements and communicate them to the GTH Senior Auditor/Manager
Collaborate with GTH and Onshore team members to set goals and responsibilities
Lead and supervise the work performed by 3 to 4 junior team members
Deliver work in line with designated methodology, project plan or process in line with EY standards
Demonstrate professionalism, competence and clarity of communication when dealing with the Onshore audit team
Maintain a strong client focus, be responsive to Onshore client team requests, and develop/maintain productive working relationships with Onshore team contacts
Where appropriate, challenge procedures used in the past by Onshore and GTH audit teams and attempt to enhance audit techniques
Compare efficiency of audit procedures performed across different clients and suggest ideas for improvement
Bring potential opportunities for extending the work performed by the GTH to the GTH and Onshore team's attention
Develop GTH people through teamwork, integrity, and leadership
Contribute ideas/opinions to the audit teams and listen/respond to other team members' views
Use technology to continually learn, share knowledge with team members, and enhance service delivery
Promote EY's ethical and professional standards, including data confidentiality, especially when dealing with outsiders
Lead and supervise the work performed of two or more Interns/ Junior Associates
Participate in one-on-one and small group discussions with other engagement team members of GTH
Demonstrate professionalism, competence and clarity of communication when dealing with the onshore audit team
Demonstrate basic understanding of an industry or sector and be aware of technical issues or audit risks
Partly or fully qualified ACCA or CA
A relevant experience of 2-3 years in similar practice would be an added advantage

Associate / Senior Associate Resume Examples & Samples

A bachelor's degree or higher
2-5 years’ experience in financial modelling
Strong understanding of concepts of accounting, finance theory and analysis, risk and return, capital budgeting and financial strategies
Bachelor’s degree or higher in a numerical, financial or business discipline
Sound business acumen
Commercially savvy
Flexible team player keen to work with, coach and learn from others
Experience working in a transaction / M&A environment

Senior Production Associate Resume Examples & Samples

Evaluates the composition, printing, binding and cover requirements for each book including all items that may not be directly listed (e.g., sub-rights, bound galleys, author required special editions, etc.)
Works with art department to get covers or jackets out in a timely manner. Sets up jobs in Rsuite for routing. Works with component printers to get jacket or cover approved for printing. Manages from manuscript to bound book on tight schedules
Prepares manufacturing cost estimates and purchase orders using the computerized cost estimating systems and or manual computation. Works with in-house team or outside company to get ebooks made in a timely manner
Reviews bids from vendors for highest standards of cost efficiency and quality for the particular book
Develops, reviews and monitors production schedules. Notifies appropriate individuals of any problems, delays or crucial deadlines
Acts as back up to Senior Manager when necessary
At least 3-5 years previous experience required
Excellent technical knowledge and understanding of book manufacturing (i.e., composition, cost estimates, paper, cover and jacket equipment, press knowledge of web and sheet fed printing-- domestically and internationally)
Excellent prioritization, organization, mathematical and computer skills
College-level understanding and use of the English language
Flexible work approach
College degree or equivalent work experience required
4/c printing experience a plus

Associate / Senior Associate Resume Examples & Samples

Experience in a top-tier advisory firm, infrastructure service provider, bank, relevant government agency or other relevant sectorignificant experience in a top-tier advisory firm, infrastructure service provider, bank, relevant government agency or other relevant sector
University degree preferably majoring in Economics, Finance, Accounting, Management, Law or Engineering from reputable overseas and local universities. Ideally to Masters degree level
Professional qualifications such as CFA, FRM, ASIA, CPA, CA and CMA, considered an advantage
A high performance professional who can articulate a value proposition, developing business cases / models and lead and advise on projects in the infrastructure sector from bid stage to financial close

Mid-level to Senior Trusts & Estates Associate Needed Resume Examples & Samples

High level of motivation and initiative, and strong work ethic
Superior academic credentials and top law firm experience
LLM preferred

Senior Calculation Associate Resume Examples & Samples

Four year math degree strongly preferred
Solid analytical, problem solving and critical thinking skills
Calculation and math skills including the use of a calculator and or computer
Proficient computer skills including Excel and Word
Flexibility and adaptability in achieving business objectives
Ability to take direction and handle multiple priorities/projects and objectives
Basic Life Insurance knowledge a plus
Ability to build and cultivate partnerships with team members and internal/external business partners through effective communication
Ability to work effectively both independently and as a team member
Highly motivated, demonstrating resourcefulness and individual accountability

Associate & Senior Associate Resume Examples & Samples

A graduate degree/CA/CGA/CFA or comparable with outstanding academic achievement
Credit qualified without limits;( working )
Excellent financial statement analysis and multi-year forecast modelling skills applied to transactional context; Sensitivity analysis
Ability to work independently on a number of concurrent transactions with limited direction

Senior Syndications Associate Resume Examples & Samples

Bachelor's Degree
Minimum 3 years of banking experience required
Completion of formal bank credit training program required
Accounting or Financial classes helpful
Must successfully complete and achieve a "4" or "5" rating in the bank's formal credit training program (CNB Boot Camp) when asked to participate in the program
Cash flow modeling experience preferred
Familiarity of Bloomberg, SyndTrak, and Moody's MFA preferred
Must possess excellent verbal, written, and presentation skills
Ability to work both independently and as part of a deal team
Represents basic qualifications for the position

Associate / Senior Associate Resume Examples & Samples

Completion of regular reporting tasks. These reports are designed to serve as MIS for Sr. management to assist them in decision making, control & management of key Credit tasks
Completion of operational and system data updation tasks to ensure data integrity and accuracy
Performing user access management and review of credit systems/tools
Compiling business data and analysis off the database using SQL
Initial review and analysis of reports produced. When applicable conducting in-depth analysis, developing insights & identifying trends
Improve and develop current reporting procedures, including identifying reporting gaps, inefficiencies in processes & process maintenance
Ensuring process and procedure documentation is up to date
The completion of ad hoc requests for RMG Credit & Business Stakeholders

Senior Convention Associate Resume Examples & Samples

Performs daily audits of rooms and functions
Experience working in a fast-paced billing/customer service environment with limited supervision, while meeting deadlines and adhering to internal controls
Demonstrated organization and prioritization skills
Demonstrated ability to facilitate the resolution of conflicts
Demonstrated ability to deliver commitments despite time constraints
Demonstrated proactive attitude to identify and recommend improvement solutions leveraging technology
Demonstrated flexibility to adapt to change and influence team to accept it
Pursues excellence with integrity, passion and courage
Demonstrated ability to effectively use MS Office to integrate and analyze data and present work status
Experience working in the hospitality or finance industry
Basic knowledge of event and lodging technology
Minimum one year commitment in the role
Bachelor’s degree in Finance, Accounting, Hospitality or closely related field

Senior Custody Associate Resume Examples & Samples

Familiar with the following security processes
BA / BS required - Business / Finance / Economics preferred
Custody Operations experience (7+ years)
Required to be proficient in the computer applications necessary for performing the essential duties and responsibilities of the job as indicated below. These applications include, but are not limited to: Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
Temperament to deal with high volume and dynamic environment
Self-Starter, highly motivated and creative
Goal and detail oriented
Excellent relationship-building skills
"Can Do!" spirit and team approach

Senior Sanctions & Anti-bribery & Anti-corruption Associate Resume Examples & Samples

Coordinate across compliance, operations, technology and business personnel to effectively implement and test Sanctions and ABAC controls
Evaluate potential matches of prospective and existing clients, counterparties, suppliers, associates, payment recipients and intermediary banks, and counterparties against designated sanctions targets and prohibited persons lists
Conduct quality reviews of the disposition of cases and alerts facilitated by sanctions alert review teams
Devise and analyze metrics and prepare reports related to key measurements of Sanctions and ABAC activities
Administer policies and procedures to ensure compliance with regulations related Sanctions and ABAC included in OFAC and FCPA requirements
Monitor regulatory developments and industry trends to facilitate incorporation into the Firms’ Sanctions and ABAC programs
Directly participate in and provide necessary support for special projects and initiatives as assigned
Develop documentation related to Sanctions and ABAC issues to enhance corporate policies
Inform senior management about issues that may involve rule violations or potential liability
Maintain currency in laws and regulations pertaining to Sanctions and ABAC compliance
OFAC, Sanctions, FCPA and Anti-Bribery and Corruption policies and procedures
Concepts, practices and procedures of securities industry and/or banking compliance reviews
Rules and regulations of OFAC and FCPA
Fundamental investment concepts, practices and procedures used in the securities industry
Administering OFAC and FCPA policies and procedures
Planning and scheduling work to meet regulatory organizational and regulatory requirements
Interpret and apply OFAC and FCPA regulations and identify and recommend compliance changes as appropriate
Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities
Communicate effectively, both orally and in writing
Independently research and resolve issues while working across teams to acquire information
Provide a high level of customer service
Establish and maintain effective professional working relationships at all levels of the organization
Handle highly confidential information professionally and with appropriate discretion
Maintain currency in OFAC and FCPA rules and regulations and compliance examination techniques and best practices
Bachelor’s Degree from a four-year college or university in a related field and 4 (four) years’ experience in Sanctions and Anti-Bribery and Corruption investigative or research experience

Associate / Senior Associate Resume Examples & Samples

1 year of experience in any of the following areas: internal or external IT audit, risk assessment, business process reengineering, Enterprise Resource Planning packages (SAP, Oracle Financials, Hyperion, and Cognos), and Customer Relationship Management packages (Siebel, IT security, project management, IT outsourcing or off shoring, and/or IT strategy)
Bachelor’s Degree in an appropriate field from an accredited college/university
3 years of related experience in IT Audit/IT Attestation
Strong leadership and communication skills
Demonstrated technical knowledge
Ability to write at a publication quality level in order to communicate findings and recommendations to the client’s senior management team
Proven GAAP knowledge
Project or team lead experience, specifically within a consulting firm

Senior International Clearance Associate Resume Examples & Samples

Prematches international trades before settlement date in order to ensure timely settlement
Works with internal and external clients, agent banks, and trading in order to resolve trade breaks
Works with team members to improve processes that bring about efficiencies
Ensures the timely settlement of all firm FX trades for Equity Capital Markets and Fixed income Trading
Prepares Fed wires and Special Payment Orders (SPO) via DTC for international trades that settle free of payment
Monitors firm equity and bond deficits to ensure that firm stays 15c3 compliant
Assists with reviewing lower level associates work for accuracy and completeness
Resolves cash and stock record breaks between Raymond James and our agent banks
Answers phone and email inquiries in a timely and professional manner
Processes settlement entries in the SIS and ShadoSuite systems -
Pulls depository settlements and cash reports
Participate in adhoc projects
Journals shares and funds from dividends, reorganizations and offshore money markets
Local market settlements and buy-in rules for high risk markets
15c3 possession and control rules pertaining to fully paid for customer assets
Boarder settlements and how to move securities between depositories
Citidirect, Euroclear, Clearstream, and DTC systems
Swift messaging
Foreign settlements, systems, and regulations in various countries
Organization and time management sufficient to prioritize work load
Handle multiple tasks and meet deadlines
Calculating percentages, balancing account and providing statistical data
Work well under pressure due to stringent timeframes and high trade volume
Accurately process entries in all systems and recognize/resolve erroneous entries
Escalate when need be
Train new associates, critique their work and assist peers with their assigned tasks
Contact companies, branches and depositories in foreign countries and work through any language barriers
Associates Degree and five (5) years of relevant work experience

Senior Associate, Investments GE Ventures O&G Resume Examples & Samples

Participate in all aspects of an equity investment transaction underwriting including: analysis, modeling, due diligence, structuring, documentation, negotiation, legal considerations, sensitivity analyses for negotiations and investment committee presentations - Conduct in-depth analyses of investment targets including analytics around deal structuring and projected financial and strategic returns as well as drafting high level business plans - Monitor financial and operational conditions and industry dynamics of assigned portfolio companies and understand investment capital structure and shareholder rights to analyze portfolio and assist with quarterly reviews with senior management. This includes but is not limited to: -Ongoing valuation of portfolio companies - Generate regular monitoring reports - Generate ad-hoc reports for top management based on specific issues/concerns - Develop knowledge sharing documents for GE - Proactively work with the management and board of portfolio companies to execute growth and operational improvement strategies in order to maximize value of investments - Perform financial analyses and modeling as needed - Conduct in-depth analyses of relevant target markets, business models or technologies, including: - Develop an understanding of related venture activity - Form a perspective on relevance to key investment areas - Perform analytical market studies - Scan spaces for possible deal-flow creation - Support investment activity in the practice area as needed - Monitor financial and operational conditions and industry dynamics of portfolio companies and understand investment capital structure and shareholder rights, lead semi-annual reviews with GE senior management and lead follow-on investments
Minimum 5 years of work experience in venture capital, strategy consulting at top tier firm, investment banking or portfolio management
Proficiency with Microsoft Office Suite including: Word, PowerPoint, and Outlook and high proficiency in Excel
Strong knowledge of finance and valuation concepts
MBA strongly preferred
Experience in the energy industry is strongly desired

Cybersecurity & Privacy Identity & Access Management Senior Associate Resume Examples & Samples

Utilizing an IAM suite of products
Contributing and supervising specific workstreams on an engagement or engagements, staying educated on current trends and assisting in the development of knowledge capital
Identifying and addressing client needs while displaying the ability to contribute to the development of a business vision and manage implementation efforts with complex project management capabilities
Contributing to business development opportunities and/or engagements from pre-sale and initial scoping through final delivery and sign-off

Senior Associate, STS Expatriate Services Resume Examples & Samples

Two (2) to three (3) years of experience in individual income tax preparation, expatriate tax experience preferred
Excellent computer skills and the aptitude to learn new software applications
Knowledge regarding appropriate information required in the tax return filing process
Capable of delegating work assignments as needed
Capacity to build and maintain strong relationships with client personnel

Business Services & Outsourcing Senior Associate Resume Examples & Samples

Three (3) or more years of experience performing general accounting transactions and functions required
Solid organizational skills especially the ability to meet project deadlines with a focus on details
Ability to interact effectively with people at all organizational levels of the firm as well as build and maintain strong relationships with client personnel
Intermediate knowledge of fundamental accounting principles, finance, tax and investment principles
Capability to effectively guide a team of professionals and delegating work assignments as needed

Salt Senior Associate Resume Examples & Samples

Offer a full range of state and local services including compliance, research, legal entity structuring, creation of technical memorandums and client correspondence, and overall general consulting regarding state and local issues
Have strong client and project management skills
Be able to team across offices
Have practice development skills and be capable of growing SALT nationally
Leverage their knowledge to other members of the national state and local tax practice
Have strong mentoring, training and staff development skills
Have the ability to conduct multi-state reviews that analyze sales and use tax and other transaction taxes to identify refunds and optimal filing positions for our clients
Bachelor’s degree in Accounting and a JD
Licensed CPA and/or LLM in Taxation is preferable
Minimum of 5 years of tax and a minimum of 3 years of SALT experience
Excellent communication and public skills required
Strong research and technical writing skills a must
Broad State and Local Tax knowledge with an emphasis on Sales and Use and Income Franchise

Deal Lead / Senior Associate Resume Examples & Samples

Familiarity with Microsoft Office products, such as Word and Excel
Familiarity with financial services software, such as Bloomberg
3-5 years of experience with Mortgage Backed Securities and structured finance
3-5 years of experience with modeling and analyzing financial data

Forensic Investigations & Dispute Services Senior Associate Resume Examples & Samples

Adhere to the highest degree of professional standards and strict client confidentiality
Run client engagements from start to finish, which includes planning, organizing, conducting, directing, and completing FIDS projects and services and managing projects to budget
Oversee and perform data and document intensive financial analysis and conduct research and investigative data analysis
Work closely with engagement teams and manage and conduct forensic accounting procedures on multiple engagements concurrently
Assemble, maintain, and finalize FIDS working papers with minimal supervision
Supervise, train, and mentor associates and interns on forensic accounting and related services
Work closely with partners and staff on client management, practice development, and business development processes
Assist management with proposals and business development
Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field
Two to four+ years of progressive experience in public accounting or consulting experience
Previous forensic, investigation and/or litigation support experience preferred but candidates with strong backgrounds in related disciplines such as audit will be considered
Accounting and finance knowledge; proficiency in US GAAP and GAAS preferred
Strong computer skills including proficiency in Microsoft Office Suite
Excellent analytical, research, and organizational skills with strong attention to detail
Ability to work on multiple engagements and competing priorities in a rapidly growing, fast paced, interactive, results-based team environment
CPA license or progress on CPA exam required
Progress towards and/or desire to earn additional credentials such as CFE, CFF desirable
Ability to work additional hours as needed and travel to various client sites, both domestic and international

Private Wealth Services Senior Associate Resume Examples & Samples

Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes
Interact closely with client's other advisors, such as attorneys and financial managers
Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc.Identify and capitalize on opportunities to sell tax services
Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas
Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements
Bachelor's degree in Accounting. CPA required
A minimum of two to four years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting
Experience in preparing and reviewing complex estate, trust, and individual returns
Computer expertise, including knowledge of tax software and technology
Masters in Taxation, LLM in Taxation, JD or CFP preferred, or currently pursuing one of these degrees/certifications
Advanced Microsoft PowerPoint presentation skills

Ges-senior / Associate Resume Examples & Samples

You should have at least 1 to 2 years of personal income tax experience, preferably with an international accounting firm
Bachelor's degree in Accounting, Finance or other business-related field, with a Professional Qualification as recognized by ICPAS
Has an analytical mind and meticulous
Recent graduates who are keen to pursue a career in tax advisory are also welcome to apply

FAS Senior Associate Resume Examples & Samples

Work in collaborative team analyzing client issues and interviewing key personnel
Participate in client presentations
Identify issues, define symptoms and recommend solutions
Assist senior members of the team to increase the profile of the team externally and internally
Build and manage relationships with peers within other practice areas of Deloitte

Associate / Senior Associate Resume Examples & Samples

Participate in consulting engagements focused on Fraud, anticorruption and AML/CTF advisory services at clients of the firm,
Review systems and /or processes with a view to recommending improvements
Benchmark on Fraud, Anticorruption and AML practices, procedures and solutions
Interpret legislative changes and their practical effects
Interact with client management and staff to understand client requirements and constraints
Draft Reports and make presentations to senior management at clients on the findings of work
Assist the Regional Leadership of the firm with marketing the firm's services
Keep up to date with international Anticorruption and AML/CTF compliance developments
University degree with relevant major (e.g. Finance / Accounting, Business Administration, etc.)
A minimum of 2 - 4 years of experience; previous professional experience in consulting, business process management, financial controlling, risk management or data analysis is a plus
Analytical skills with flexibility and aptitude for problem solving
Good understanding of managerial accounting principles
Strong communication skills with experience in leading client interviews; presentation skills
An excellent knowledge of MS Office package and experience in common ERP / Accounting reporting layouts and capabilities (SAP / Navision / Charisma / other)
Experience in working with unstructured data and linking data from various sources to obtain information
A minimum understanding of master data management principles
Business savvy
Any of the following certifications is a big plus: CFE Certified Fraud Examiner; CIMA operational level or ACCA
Experience with IBM i2 Analyst Notebook is a big plus
Excellent command of Romanian and English - both speaking and writing
Very good interpersonal and team-playing skills
Awareness of business processes and business information systems
Well organized and able to identify and juggle with priorities
Excellent MS Office skills, general computer literacy
Availability for travel

Anti-money Laundering Services Senior Associate Resume Examples & Samples

Minimum 2 years of experience in AML-focused activities
Subject matter expertise in BSA/AML/OFAC regulations as they apply to financial institutions, including retail, wholesale and international business (trade finance)
Ability to write and edit the BSA/AML/OFAC compliance manuals and review other bank policy and procedure manuals as appropriate
Ability to coordinate/develop annual AML / BSA / OFAC compliance and project plans
Experience in reviewing and executing BSA/AML/OFAC audit and compliance testing plans
Experience in managing a team of professional AML/OFAC compliance practitioners
Ability to provide advice regarding banking regulations and requirements to the business lines on regulatory, transactional and documentation issues

GST Senior / Associate Resume Examples & Samples

At least 2 years of GST experience preferably with an international accounting firm
Analytical mind and meticulous skills
Ability to work under tight deadlines

Senior Associate, Resource Management Resume Examples & Samples

Develop and implement staffing strategies for the audit practice
Manage staffing allocation while working with the engagement teams to determine appropriate staffing and profitability
Maintain an understanding of audit terms and concepts to align employee skill set to engagement staffing needs
Utilize Resource Management systems to generate analysis and reporting of key staffing data including, headcount, utilization, attrition and engagement leveraging
Work with staff to understand career aspirations and to align desires with career development opportunities
Act as the day-to-day contact for managers and staff regarding general firm and resource topics
Minimum three years of resource management or audit experience; preferably within a professional services firm or similar environment
Advanced Microsoft Excel skills including pivot tables, v-lookups, and complex formulas
Detail-oriented with strong analytical and diagnostic skills
Ability to manage multiple priorities concurrently and meet deadlines
Effectively work independently and with a local and national team

Senior Associate, R&D Resume Examples & Samples

Provide Research and Development (R&D) credit knowledge and experience on an industry basis
Assist in R&D credit studies and related activities
Keep up-to-date on current R&D credit practices and tax law
Attain visibility/recognition in the local R&D credit services community
Develop and sustain excellent client relationships
Two years of experience assisting with R&D credit projects and/or two years of experience reviewing corporate/partnership tax returns
Prior tax experience within a public accounting firm, corporation or law firm

Senior Associate, Market Development Resume Examples & Samples

Participate in high impact projects that drive overall market development objectives
Drive efforts to improve ongoing market development processes and change management initiatives aimed at reinforcing, guiding, and enabling the cross-functional growth efforts
Participate in technology improvement initiatives aimed at market development priorities that will support and accelerate account management efforts
Collaborate with key stakeholders and functions to develop and execute market development initiatives
Create presentation materials for market development leaders and help manage large meetings
Minimum three years of marketing or project experience in research, technology development, process improvement, or change management; preferably within a professional services firm or similar environment
Experience in business development, sales or marketing is preferred
Bachelor's degree from an accredited college or university
Strong communication and project management skills
Proficient in Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook

Senior Associate, VAT Resume Examples & Samples

Identify, document, and recommend client technological business requirements for implementing business development activities, VAT compliance processes, and system improvements
Combine recommended services with a client’s financial system and business processes to handle non-US indirect taxes
Design, test, and troubleshoot non-US indirect tax technology
Provide advice to businesses regarding their non-US indirect taxes and interact with non-US tax authorities
Utilize technical awareness in Value Added Tax and other non-US indirect taxes
Two years of experience with non-US indirect tax systems such as Sabrix, Vertex or Taxware and non-US indirect tax process flows such as Order to Cash, Procurement, Master Data, or Inter-company Transfers
Bachelor's degree in Business, Accounting, or a related course of study from an accredited college/university or a post-Bachelor’s qualification in tax (including indirect tax)
Two years of experience regarding non-US indirect taxes, including dealing with non-US tax authorities
Possess a broad industry background including retail, financial services, manufacturing and telecommunications; hands-on experience with various business development activities and tax software as they relate to non-US Indirect taxes
Strong skills in non-US indirect tax information systems, including strong project management skills and the ability to analyze client business needs
Advanced ERP (SAP, Oracle, PeopleSoft) systems experience especially in the AR/AP and GL modules and how they relate to non-US indirect taxes

Senior Associate, Forensic Investigations Resume Examples & Samples

Interact with clients and other external sources to obtain relevant information and document findings, and assist in detecting and preventing fraud in their business/organization
Perform statistical analysis on samples and interpret results, summarize, analyze, and prepare analysis reports and findings in a clear and concise manner
Assist in evaluating general risk faced by clients in a particular industry and the impact of those risks on an organization
Research, document, and analyze complex financial information, trade, and targeted relationships
Five years of experience with forensic data analysis
Strong analytical, research, statistical sampling, and quantitative abilities
Experience with a variety of business processes and related datasets
Ability to work independently, exercise good judgment, and be resourceful

Senior Associate, Fixed Assets Resume Examples & Samples

Support teams of client and KPMG personnel in the execution of project work, monitor and support progress against project milestones to help ensure timely and high quality delivery of deliverables across a variety of clients within multiple industries
Conduct on-site fieldwork and review of activities and costs pertaining to office buildings, laboratories, facilities, and data centers and complete quantitative and qualitative analyses to evaluate tax treatment of expenditures
Conduct interviews and collect data from company subject matter experts, including scientists, engineers, architects, technical specialists, accounting, and finance personnel; review voluminous databases of fixed assets for errors, inconsistencies, and potential savings
Analyze technical documents (construction drawings, technical papers, and other materials) provided by clients to ascertain and document tax treatment of items
Perform reconciliations between financial and tax reporting of relevant expenditures and prepare client reports and deliverables
Calculate depreciation expense amounts and develop financial models from project results
Two years of experience within fixed asset consulting, cost segregation, construction management, and/or valuation
Licensed CPA, Masters of Tax, or J.D./LL.M. (Please note: any candidate hired by KPMG into this position that does not currently possess one of the aforementioned credentials or designations will be required to secure one within one year from the commencement of employment)
Experience managing multiple client engagements, construction management, accounting or fixed assets
Desire to focus on non-routine and non-recurring tax advisory and project related work
Self starter with demonstrated high performance capabilities

Senior Associate, Complex Securities Resume Examples & Samples

Prepare and review valuations related to a variety of complex financial instruments, such as corporate/interest rate/foreign exchange derivatives, contingent consideration, convertible debt, structured products, and equity compensation
Work with financial models with diverse valuation methods, such as lattice, option pricing methods, Monte Carlo simulation and other advanced modeling techniques
Utilize Excel in addition to STATA (or alternative statistical modeling software), mathematical models, programming languages such as R or MATLAB, Excel VBA, Bloomberg, FINCAD and/or other application and data providers
Lead and manage engagements with minimal supervision
Participate in marketing activities
One year of relevant experience
Experience or demonstrated interest in the valuation of fixed income instruments and complex financial securities
Advanced financial modeling and analytical abilities
Possess a strong work ethic, multitasking, presentation, problem solving and organizational skills
Three years of relevant and progressive experience
Advanced degree or applicable certification (i.e., CFA, FRM) preferred
Excellent interpersonal skills with a demonstrated ability to gain the confidence and respect of various levels
Established project management competency
Proven experience in mentoring and supervising staff

Senior Associate, Resource Management Resume Examples & Samples

Contribute to RM in staffing allocation, monitoring results as well as utilization of system to generate analysis on key staffing data
Proactively identify scheduling conflicts and communicate issues to RM Manager as necessary
Help to ensure scheduling policies and procedures are followed and proactively work with RM team to identify trends
Three years of corporate or professional services experience in a project oriented role; Resource Management experience preferred
Ability to organize and manage large quantities of data
Demonstrated ability to develop and foster strong relationships with various levels of an organization

Associate / Senior Associate, Ipbr Resume Examples & Samples

Implement one or more of the data protection products, such as Symantec Vontu, McAfee DLP, IBM Guardium, Varonis, Voltage SecureData, or Informatica Dynamic Data Masking
Develop Information Governance and Information Security Strategy plans, and perform assessments using industry framework, such as ISO 27002 or NIST 800:53
Identify technological opportunities and evaluate the Information Security and privacy impacts on the client's business
Articulate business risks of technical vulnerabilities to client personnel
Help assist with scoping prospective engagements and developing proposals
Demonstrate integrity within a professional environment, provide guidance to team members, and participate in performing project procedures
Bachelor's degree from an accredited college/university and one year of work experience in an Information Security role; Master's degree preferred
CIPP or CIPP/IT certified; non-certified hires are required to become certified within one year from the date of hire
Advanced written and verbal communication and presentation skills, teamwork, and client service skills
Ability and willingness to travel 80% of the time, work in a fast paced, results driven environment, grasp new technology, and contribute at a rapid pace
Bachelor's degree from an accredited college/university and three years of work experience in an Information Security role; Master's degree preferred
Strong analytic skills for problem analysis and resolution

Analyst / Associate / Senior Associate Resume Examples & Samples

Participate meaningfully in all aspects of transaction development and execution
Develop and present analyses and presentations in client and prospect meetings
Identify strategic and financial buyers and sellers
Participate in M&A strategy development discussions
Draft information memoranda and management presentations
Coordinate and support due diligence
Build detailed and accurate financial models, including DCF, LBO, comparable transaction and guideline company analysis
Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information
Mentor and develop staff (Analysts)
This position requires a B.A. / B.S. degree in finance, accounting, economics, mathematics or similar concentration
Any FINRA licenses, CFA charters, and other industry-specific designations is a plus
Minimum of 2-4 years’ experience in investment banking, private equity, or transaction services
Demonstrable M&A or restructuring execution experience
Familiarity with PowerPoint, Excel, Word, and CapitalIQ
Strong knowledge of corporate finance, accounting, and financial statements
Ability to multitask and manage time effectively
Ability to manage and mentor junior professionals
Outstanding quantitative and qualitative analytical skills
Superior written and oral communication skills (ability to relay critical issues to senior professionals concisely)
Maintain high standards of professionalism and ethical conduct
Series 79 & 63 Preferred Education

Associate / Senior Associate Resume Examples & Samples

Mandatory - Attention to detail: Ability to ring the bell for any abnormal trade pattern and escalate in timely manner
Mandatory - Analytical mindset: Aptitude to understand the Front to Back workflows and handle exceptional issues with logical mindsets to communicate with Front Office
Mandatory - Escalation & Reporting process: Internal rules of reporting and escalation to Ops and Front Office need to be known & applied. The team member also needs to report any sensitive information/issues and escalate immediately to management
Mandatory - Self-discipline & autonomy: Have a constant “delivery on time” mindset, both on the daily production and on the projects handled. Ability to work on its own with little supervision
Bachelor or Master Degree on Economics, Mathematics or Finance
Experience in reconciliation of OTC products (Forex, Rates & Credits)
Knowledge in Financial Products. Knowledge in Front to Back workflows and the product event management would be a significant plus
Strong Preference to have MS Excel and programming skills (VBA, Excel, Access, Macro) would be a significant plus

Associate / Senior Associate Resume Examples & Samples

Strong Trioptima experience. The position will require good reconciliation skills which will be performed within Trioptima
Communication skills – required for effective liaison across the multi stakeholders
Time management – Ability to prioritise effectively based on the risk / time criticality of the tasks required

Associate / Senior Associate, Infrastructure Resume Examples & Samples

6+ years global experience in investment management with minimum 5 years in investment banking and/ or private equity. Relevant infrastructure experience is a strong asset
Exposure to Indian Infrastructure sector is desirable
A degree in business (MBA), engineering, Economics or equivalent is considered an asset
CFA or CA designation is considered an asset
Strong research, financial modeling, analytical and valuation skills
Experience in conducting due diligence
Experience in analysing financial reports, balance sheets and conducting sector studies
Experience in the negotiation process
Professionalism and integrity
Strong interpersonal skills and business relationship skills
Ability to communicate effectively, both orally and in writing
Flexibility, adaptability and initiative
Good judgment and “sense of the deal”
Ability to meet deadlines and work well under pressure
Team player who enjoys a high performance culture

Associate Senior Associate Resume Examples & Samples

Understanding of capital markets and worked in captive client environment in investment bank
Excellent knowledge and use of MS Excel (including VBA) and SQL Server – Must have
Basic knowledge on SharePoint site maintenance – Must have
Knowledge of any reporting or data blending tool (SAP BO, SSRS, Tableau, Alteryx) - preferred
Comfortable with basic office tools (Outlook, MS Word, and PowerPoint etc.) – Must have
Former experience in Banking and Financial Services is mandatory
Fluent in English with good communication skill
Ability to work in a multicultural background
Ability to work independently and proactively by taking initiatives
Exhibit analytical, logical and decision making capabilities
Very strong attention to detail and ability to adhere to deadlines

Senior Production Associate Resume Examples & Samples

Bachelor’s degree in Desktop Publishing, Graphic Design, Computer Graphics or a related field. Two years demonstrated experience in desktop publishing, presentations, typesetting, graphic design, computer graphics or IT support
An equivalent combination of education and experience may be considered
Candidate must have exceptional and demonstrable skills in MS Word and Excel
Experience working in a financial environment is a big plus
Candidate should possess the ability to think and work independently while participating in a team environment
Must be able to manage multiple tasks under tight deadlines and changing priorities
Must possess strong customer service skills

Senior Production Associate Resume Examples & Samples

Exhibit a strong adherence to quality by continually seeking methods of improvement for all functions of the position
Ensure quality criteria are met by review of documents, consciences assembly and proper employment of the switchboard quality verification checklist
Receive and carry out work assignments from management and internal customers so as to fulfill customer orders in a timely manner
Perform assigned function from oral / written instructions, drawings, travel documents, DMM system, manufacturing information, hand drawn layout request. Closely follow established procedures for completing assigned function
Comply with all safety requirements, including proper use of personal protective equipment and operation of equipment in a safe and competent manner. Understand and meet all departmental safety objectives and goals
Work with members of a team to effectively complete work assignment. Receive information from team members
Perform Lean Initiatives
High School Diploma or GED from an accredited institution required
Minimum 2 years wiring experience
Minimum 1 year manufacturing or operations experience and/or technical experience in an industrial setting
Must be legally authorized to work in the United States without company sponsorship
No relocation benefits provided. Candidates must reside within a 50 mile radius of the facility in order to be considered
Demonstrated comprehension of wiring diagrams and schematics
Demonstrated comprehension of power flow
Candidate must be authorized to work in the US on a continuous basis without sponsorship
Must be self-driven and able to produce desired results with minimal direction
Effective communications (written and verbal)are required
Must be flexible and able to work extended hours as needed
Candidate must be able to lift a minimum of 50 lbs. with reasonable accommodation. Incumbent must be able to stand for

Associate / Senior Associate, Credit Risk Resume Examples & Samples

Develop loan portfolio stress testing models using economic variables
Serve as a liaison between clients and upper management
Identify and communicate technical matters to both clients and upper management
Ability to travel extensively
Five years of experience in credit risk
Advanced quantitative degree, such as a Master’s or PhD, in Engineering, Operations Research, Physics, Mathematics, or Statistics from an accredited college/university

Associate / Senior Associate, Market Risk Resume Examples & Samples

Complete financial risk management engagements related to key financial risks including foreign exchange, interest rate, credit, regulatory, commodity, treasury risks, and related operational controls
Develop and support risk management models for use in the production of client deliverables
Ability to travel approximately eighty percent of the time
Trading, hedging, and risk management skills
Strong knowledge of financial products such as options, futures, forwards, swaps, foreign exchange, and bonds

Associate / Senior Associate Resume Examples & Samples

Engineering analysis
Field and laboratory testing
Original research
Site, scene, vehicle and equipment inspections
Preparing written reports and presenting results/findings to diverse audiences
Overtime, after-hours work, and extensive travel is often required
Ph.D. in Mechanical Engineering (or a M.S. and 2 years of experience) and knowledge of automotive systems
Must have knowledge of dynamics, mechanical design, and 3D CAD (AutoCAD or Rhino3D preferred)
P.E. license or the willingness to obtain a P.E. license
Must possess strong leadership and communication skills with the ability to synthesize and present technical information
Must have a proven dedication to quality and accuracy

Associate / Senior Associate Resume Examples & Samples

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
Committed to business development and able to identify opportunities to deliver the best value

Senior Production Associate Resume Examples & Samples

Assist Fabrication Coordinator/Supervisor in executing daily production schedules to ensure finished parts are manufactured and delivered to customers within the required cycle time. Also, incumbent will be responsible in playing a key role in trouble shooting process detractors, identifying process improvement opportunities and working with internal customers to meet their required needs
Monitor production schedules for Fabrication department. Adjust process as necessary to assure priorities are met as identified by internal and external customers
Knowledgeable in all safety and industrial hygiene requirements as they pertain to fabrication processes and enforce their practice
Understand the metrics for quality and production output in each department and work with teams to demonstrate continuous process improvement
Maintain communication with other departments, including, materials front end and assembly teams, on the status of priority part order
Report out on status of demand at all required plant / production meetings
Serve as a resource in performing various skills training. This can include SPC, TPM, ISO AND 5S
Collect and evaluate production data including cycle time, green light time, parts output, etc
Manage all customer Hot Lists to ensure focus is on priorities
Minimum of 3 years of manufacturing or operations experience
Strong verbal and written communication skills, persuasive skills, and analytical problem solving skills
Candidate must be able to lift a minimum of 35 lbs. with reasonable accommodation. Incumbent must be able to stand for extended periods of time. Repetitive lifting, bending, and squatting is inherent to this position
Computer skills including knowledge of AS400, Vista, Microsoft, and DMM. Must be able to operate fork trucks, hand trucks, hand carts, hand tools, banding machine, scales, safety equipment, etc
Experience reading tape measures, blue prints, and calipers. Proficient in various production operations including brakes, tapping, notching, and general knowledge of the fabrication process
Knowledge of Lean Concepts preferred

Senior Associate, Market Development Resume Examples & Samples

Portfolio management, strategy and planning inclusive of the annual marketing plan
Provide financial reporting and analysis supporting opportunity management and proposal conversion efforts for key prospects
Participate in local and national branding program rollouts and campaign executions
Manage the project management office for KPMG's sales enablement methodology
Facilitate information sharing and collaboration with industries, functions, and other business process groups
Minimum three years of marketing, sales, business development and/or account management experience; preferably within a professional services firm or similar environment
Experience leveraging financial data to drive market development and marketing program recommendations
Knowledge and experience in integrated marketing program development and execution
Strong project management and interpersonal skills

Senior Production Associate Resume Examples & Samples

Perform assigned function from oral / written instructions, shipping papers, bill of ladings, Vista, and AS400. Closely follow established procedures for completing assigned function
Utilize computers to look up and print out job specific details. Compare information obtained on the computer to physical products
Create and attach placards
Take pictures of order items and save on Sumter shared drive
Create Advanced Notice 2 Ship (A2S) forms and save on Sumter shared drive
Send pictures and A2S forms to Project Managers to get approval to ship to job site in advance of requesting truckload carriers to pick up
Schedule Truckload carrier pickups with CEVA (3rd Party Logistics Provider)
Solicit driver contact information (i.e. cell numbers, name, etc.)
Provide driver with job site contact information, job site delivery hours, call ahead requirements, etc
High school diploma or GED from an accredited institution is required
Minimum 1 year of manufacturing or operations experience
Must be legally authorized to work in US without company sponsorship
Must live within a 50 mile radius of Sumter, SC. No relocation benefit is provided
Must be able to lift a minimum of 35 pounds with reasonable accommodation. Incumbent must be able to stand for extended periods of time. Repetitive lifting, bending, and squatting is inherent to this position
Must work somewhat independently and make decisions that affect the workgroup. Focus efforts on attaining assigned goals and objectives, which include meeting needs and expectations of internal and external customers
Previous experience with cranes and fork lifts preferred

Senior Custody Associate Resume Examples & Samples

Monitors workflows to ensure assignments are completed in an accurate and timely manner
Completes second level due diligence review on all incoming securities to mitigate risk
Answers calls and questions regarding various Custody processes
Researches and provides resolution on more complex business issues
Leads special projects
Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry operations
Regulations for specific assigned functional area
Process flows and systems within specific assigned functional area
Skill in: Analyzing data to identify discrepancies and trends
Complex problem solving
Serve as a role model and lead others in providing a high level of customer service
High School Diploma and a minimum of five (5) years of experience in the areas of financial services industry or customer service
Associates Degree Preferred

Associate / Senior Associate, Credit Risk Resume Examples & Samples

Develop a variety of user-oriented applications to deliver analytic content in intuitive and innovative ways through applications and web interfaces
Work in cross-disciplinary teams with KPMG’s Banking and Financial Risk Management experts to understand the needs and analytics use cases for leading corporations and organizations
Communicate results and educate others through insightful visualizations, presentations, and demonstrations
Bachelor’s degree from an accredited college/university in Computer Science, Computer Engineering, Engineering, or related fields
Proficiency in several programming languages such as Python, Java, in software lifecycle design, implementation of user interfaces with software systems and the ability to pick up new languages and technologies quickly; strong written and verbal communication skills, and the ability to work in dynamic team environments and multi-task effectively

Associate / Senior Associate, Credit Risk Resume Examples & Samples

Conduct business symmetric multi-processing interviews and data analysis review meetings
Assist the business analyst and data acquisition team with data related issues such as assessing data quality, data consolidation, evaluating existing data sources, identifying the appropriate data sources, and mapping the data from source to target
Develop logical dimensional model(s) including entity and attribute descriptions and definitions for the models
Perform re-engineering of source models when necessary and maintain data in the metadata repository
Assist the Extract, Transform, and Load Architect to help ensure the data architecture is applied properly and assist the Database Administrator in converting the logical model(s) to physical
Perform activities to support the standardization of facts and dimensions and prepare prototype models to support the development efforts including identifying the key facts and dimensions to support the business requirements
Serve as a mentor to associates and new hires
One year of Information Technology work experience
One year of Data Warehouse (DWH) Architect experience designing and developing SSIS packages, stored procedures, views, and triggers in T-SQL
Strong skills in DWH relational and multi-dimensional data modeling and data normalization, which includes creating entity relationship diagrams and maintaining meta-data and data dictionary
Strong experience in query tuning, index creation, database optimization, and troubleshooting including performance monitor utility and SQL Profiler
Three years of related work experience in a financial services, consulting, or accounting firm

Senior Partner Resources Associate Resume Examples & Samples

Serve as a business liaison for one of the most dynamic teams within marketing-The Creative Studio
Influence and guide partner and business decisions within the Global Studio
Support marketing leadership in various HR capacities (talent, performance, rewards)
Develop a meaningful human resources career path
Analyze partner activity and prepare and make presentations
Conduct investigations
Provide consultation and support to managers on partner relation issues, policy and overall HR applicable activity
Serve as advocate on behalf of partners and the business

Associate / Senior Associate Resume Examples & Samples

Performing electrical engineering analysis and consulting on an exciting array of projects
Preparing technical proposals, pursuing business developments, and supervising and managing laboratory testing
Providing critical technical analysis on a variety of engineering projects
Assessing test results, methods of analysis and testing protocols
Generating new testing protocols based on new product designs
Maintaining a systematic approach to data collection and report writing
Embedded controls
Circuit analysis
Failure analysis of circuits and systems
Industrial machine control
Industrial process control
Electric power distribution
Consumer product design and/or analysis
Ph.D. in Electrical Engineering or Master's in Electrical Engineering with two or more years' experience
E.I.T. or P.E. license desired or in process
Hands-on hardware and/or software experience
Experience designing, constructing, and performing tests
Must have current electrical theoretical and experimental experience
Excellent written and verbal communications skills, and ability to work independently or in multidisciplinary teams
Ability to support multiple group projects and market the Electrical Engineering & Computer Science Practice and its consulting services
Must possess effective leadership skills with the ability to interact with managers, engineers, clients and other administrative staff

Senior Associate, Alternative Investments Resume Examples & Samples

Support Tax Managers and Partners in the day-to-day management of client portfolio
Take responsibility for overall engagement planning and job administration
Keep management informed on the progress of important engagement and client relationship issues
Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met
Execute various aspects of compliance with moderate to minimum direction from management
Supervise several Associate staff members on large and complex engagements when appropriate
Three years of recent Investment Partnership and/or Mutual Fund tax experience in public accounting
Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations
Exceptional skills in reviewing 1065 and 1120-RIC tax returns
Ability to meet challenging client requirements and provide services
Strong communication, interpersonal, analytical, and research abilities

Associate / Senior Associate Resume Examples & Samples

0 – 2 Years experienced professional in ITES industry with Financial Domain experience
Understanding and knowledge of US Retirement Service & Financial Market (Optional)
Having good experience in US Retirement Service operations (Optional)
B Com, BSc, BA, MBA

Associate / Senior Associate Resume Examples & Samples

Various ITO team in Asia will send regulatory reports to ISPL Team. Various controls will have to be performed on these reports (in a given timeline/cut-off time)
Each report will have a defined set of controls which could include
Variation compared to previous report
Consistency check across the report (or comparison with another report which includes same or similar data)
Reconciliation with another source of Data
Depending on the breaks, communicate with the ITO team responsible for the data to investigate the breaks
Once breaks are resolved or cleared , provide greenlight for submission
Keep track of all breaks in order to report KPI of daily/weekly activities
Any delay in the control process need to be reported to the concerned ITO team
Bachelor or Master Degree in commerce or MBA
Certification in Capital Markets from Imarticus learning Institute or equivalent
Experience in reconciliation of equity and derivative products
Knowledge in Financial Products, Front to Back workflows and the product event management would be a significant plus
Excellence in Microsoft Excel and programming tools such as VBA, Excel, Access, Macro would be a significant plus
Mandatory - Analytical mindset: Aptitude to understand the Front to Back workflows and handle exceptional issues with logical mindsets to communicate with concerned
Mandatory - Escalation & Reporting process: Internal rules of reporting and escalation to Ops and Front Office need to be known & applied. The team member also needs to report any sensitive information / issues and escalate immediately to concerned

Senior Production Associate Resume Examples & Samples

Experience in a corporate office environment required
Previous experience in a production or facilities department a plus
Be extremely detail oriented and conscientious
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Ability to work proactively

Associate / Senior Associate Resume Examples & Samples

Draft, review, negotiate, and manage standard contracts (Confidentiality, Material Transfer, Service, and Sponsored Research Agreements) with external collaborators and internal business partners
Work closely with Contract Manager to resolve discrepancies in legal and commercial terms; meet regularly with Staff Attorneys for review of more complex agreements
Review contracts and agreements to ensure that VMRD business terms are being met
Partner with Category Sourcing Managers to ensure compliance with corporate and divisional procurement policies and resolve issues presented in contract negotiations
Utilize the PO Request System in order to manage timely creation of supplemental contract documents (Exhibits, Scopes of Work, etc)
Work with the Contract Administrator to ensure timely pairing of the PO Requests with the fully-executed legal documents
Submit executed agreements to the corporate agreement management system
Draft agreement templates for attorney review and approval. Assist Contract Manager in drafting in-house forms, SOPs, instructions and checklists for internal and intranet use. Make recommendation as to process improvements to minimize delays and simplify processes
Coordinate with other relevant internal business functions, such as research, finance, business development, sales, and marketing, as appropriate
Interact with all levels of internal personnel and external business partners to facilitate win-win situations
Assist in training the organization in Vendor and Contract Management processes and terminology
Legal and/or procurement background is preferable
Knowledge of scientific terminology desirable, but not required
Knowledge of an agreement management system, preferably Ariba Contracts Pro and E-signature tool
Ability to leverage the agreement management system to conduct searches and create reports
Knowledge of foreign corrupt practices act, trade compliance and other US and Non-US regulations
Bachelor’s Degree and relevant work experience in a research environment; J.D. will be considered but this is not a corporate counsel track position
Minimum of 1-3 years professional-level experience working contracts/agreement management, preferably with a global, publicly traded organization
Leadership, willingness to speak up, and an ability to work independently and cooperatively within an aligned team are critical for this position
Demonstrate organizational, problem solving, and strong interpersonal skills. Possess superior verbal and written communication skills and be adept at interacting across all levels in the organization
Ability to interact and interface with a broad range of individuals of varied disciplines and cultures, both external and internal, is essential
Strong ability and willingness to be flexible and adaptable to work in a complex, global environment cross-functionally and build relationships
Strong sense of customer service and willingness to work with fellow colleagues to obtain the best outcomes for the company
The successful candidate will be energetic, outgoing, self motivated and constructive in his or her approach
Ability to balance competing priorities tactfull

Associate / Senior Associate Resume Examples & Samples

Perform First Line Review of contracts e.g. Patent License Agreements, IT Procurement Agreements, Web Hosting Agreements, Confidentiality Agreements, Software and Data License Agreements, Non-Disclosure Agreements, Vendor Services Agreements, Master Services Agreements, Statements of Work, Purchase and License Agreements, Sponsor Research Agreements, Inter Institutional Agreements, Supply and Distribution Agreements, Staffing, Consulting and Teaming Agreements, Lease Agreements, Estoppels and SNDAA and other commercial contracts
Assist senior team members in negotiating contracts for our clients from various sectors such as Banking, Telecom, Healthcare, Aerospace, Heavy Industries, Manufacturing Companies, Finance Company, Human Resource Solutions and IT Services Industry, Universities, Film Production House, Global Webhosting Company, Power Management Company etc
Draft responses to parties’ stands to ensure conformity to client specifications to ensure best representation of client requirements in agreements to be reviewed by senior
Accompany Senior for client/customer negotiation calls and prepare call notes
Act as a team player while working with a team of lawyers within the organization as well as the clients' legal representatives and business team on projects involving the agreements described above
Provide professional, timely, and prompt service and responses to the Delivery Managers so that they can support the client contact and the sales team
Confirm to deadlines on client deliverables without delays and re negotiate deadlines (when necessary) well in advance of originally scheduled deadline; escalate client issues promptly and appropriately; consistently complete real time client call notes
LL.B / LL.M
1 - 3 years

Associate / Senior Associate Resume Examples & Samples

Searching in different patent databases and analyzing patent publications
Searching and analyzing non-patent literature
Perform various other types of patent analyses, such as, claims mapping, portfolio analysis, patent categorization, patent valuation etc
Superior writing and oral communication skills with a particular ability to translate scientific concepts into language easily understood
Proficiency in MS Excel, MS Word, MS PowerPoint
Self-starter, meticulous with strong analytical and problem solving skills
Prior knowledge of different patent and non-patent databases is desirable

Associate / Senior Associate Resume Examples & Samples

Act as liaison between the client and investor to ensure information flow is effective and timely between the parties
Supervise multiple projects including organizing the team, duties, internal and external timelines
Review and assist in the due diligence process (including market analysis, financial modeling, and cash flow and valuation analysis)
Review and audit work of analysts and associates
Proofread all materials
Develop and maintain working relationships with industry professionals
Assist brokers in conducting property tours and speak about deal specifics
Mentor and train junior analysts

Senior Production Associate Resume Examples & Samples

Bachelor’s degree in Desktop Publishing, Graphic Design, Computer Graphics, Visual Communications or a related field
Two years demonstrated experience in desktop publishing, presentations, typesetting, graphic design, or computer graphics
Candidate must have exceptional and demonstrable skills in MS Office and Adobe Creative Suite
Experience with HTML is very beneficial
Experience with template creation, VBA or scripting for Word/Excel is a big plus. Knowledge of FileMaker database and EidosMedia Methode is also a big plus

Associate / Senior Associate Resume Examples & Samples

Bachelor’s degree required, in a business-related major (accounting/finance preferred)
2-4 years of experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm, or coursework/training in financial valuation preferred
Proficiency in Excel and Powerpoint
Self-starter; desire to succeed in an entrepreneurial culture

Associate / Senior Associate Resume Examples & Samples

Assist with investigations into issues including of fraud, embezzlement, bribery, and other alleged misconduct
Assist with accounting and financial issues in litigation and arbitration cases, the calculation of damages , drafting expert reports, preparing expert witnesses for deposition and trial testimony, and summarizing findings in exhibits for trial or other dispute resolution forums
Assist with various compliance-related projects to help clients proactively address their fraud risks, including conducting risk assessments, improving policies and procedures, benchmarking to best practices, and reviewing business operations
Demonstrate an understanding of the flow of information and documentation on assigned matters
Review or investigate origins of entries and unrecorded transactions; review and verify source documents
Demonstrate the ability to draft letters, document requests and sections of reports for review by senior staff
Provide timely and consistent updates to supervisors on the progress of work assignments
Interact with clients in an appropriate and professional manner
Maintain the confidentiality of the organization’s clients
Complete all assignments with a high level of attention to detail, as work product may be subject to review by courts and/or government agencies
Actively work to identify and minimize risk on projects and proposals
Work with our team to create and modify presentations and industry articles and attend business development calls and functions
Perform other related duties and assignments as required
Bachelor of Arts or Science degree in Accounting, Finance, Economics, Business Administration; or Masters Accountancy; or MBA
1-4 years of experience including audit and/or prior forensic experience
CPA (or CPA-eligible and working toward CPA)
Other relevant professional designations, such as CFE or CFA, are a plus, but not required
Possess a basic knowledge of accounting theory, auditing theory and procedures, damage theory, or valuation theory and practice
Comfort working in dynamic situations, oftentimes with changing deadlines and assignments as a project progresses
Ability to work both independently and as part of a team with professionals at all levels
Demonstrate competency in MS Office programs (Excel, Word and PowerPoint), and work paper organizational skills
Competency with database software, such as Access and SQL, a plus (but not required)
Ability to process and analyze large sets of data
Demonstrate strong written and verbal communication skills
Must be highly motivated and possess excellent analytical, organizational, research, problem-solving, social, communication and computer skills
Must be willing and able to travel, as necessary, including internationally, and possibly on short notice
High level of discretion, as many projects will be highly confidential

Associate / Senior Associate Resume Examples & Samples

Perform initial analyses and provide summary of accounting, finance, economic issues in the context of business transactions
Balance multiple client projects and other responsibilities
CPA designation/eligibility required; CFE and/or CFF desired
Bachelor’s degree in accounting (preferred), finance, economics or other business-related field - Proficiency with Microsoft Excel, Word and PowerPoint
2+ years of experience in Big 4 and/or a forensic and dispute consulting practice in a professional services firm

Associate / Senior Associate Resume Examples & Samples

Demonstrate a working knowledge of income and/or non-income tax concepts, with the capability to perform research on and effectively apply income and non-income tax knowledge to client situations
Develop and deliver quality tax planning approaches by providing timely and responsive services and work product that meets and/or exceeds client expectations
Perform due diligence, including review of tax returns, financials, and other documentation to evaluate potential tax risks and opportunities
Review and comment on tax aspects of financial models, purchase agreements, and structuring calculations
Take ownership over managing processes and resources for assigned workstreams, including creating and preserving relevant diligence work products, ensuring supervisors can timely review and provide constructive feedback of deliverables, and otherwise proactively responding to changes in workflow
Coordinate with federal and international tax team members, as well as financial and operational due diligence team members, to timely deliver highest quality integrated work product
Begin developing and taking responsibility for managing client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly
Supervise, train, and mentor staff members
BBA with Major in Accounting Required
Advanced Degree / Certification preferred: CPA, MST, MAcc, JD or LLM
1 - 3 years of tax State and Local Tax experience
Knowledge of accounting and financial reporting
Strong writing, analytical, research and organizational skills
Strong sense of personal motivation as well as the ability to work with a team
Ability to work in dynamic, time-sensitive environment

Associate / Senior Associate Resume Examples & Samples

Work with global consulting staff on a wide range of research projects using information tools and proprietary databases to provide information for client projects and business development initiatives
Provide quick solutions and in-depth research, current awareness services, competitive intelligence and special research to support NERA’s consulting staff
Work with NERA information resources team members from other regions to continue to build a global research function through sharing work and experiences
Help educate consulting staff on research issues and train them on end-user products
Assist in marketing and developing information services to NERA staff globally
Provide special research and support to the European consulting staff as needed
Advanced degree in one of the following is required: information/library science from an accredited program or Masters (MBA) in business or economics or law ; an undergraduate degree in economics or finance would be an advantage
Minimum of 2 years’ experience working in a research environment providing business, legal or financial information is required
Understanding/knowledge and experience with database services such as: ThomsonOne, Datastream, SNL, BvD Orbis, Factiva, legal databases (Lexis Nexis, Westlaw, Bloomberg Law, Oxford Competition Law), Bloomberg, CapIQ, Factset
Ability to prioritize, problem solve, respond quickly to requests and handle a workload requiring creative, analytical, evaluative, and interpretive thought processes
Excellent interpersonal and organizational skills as well as strong oral and written communication skills
Fluency in German and English is required and proficiency in one or more other European languages, is a plus
Proficient knowledge of Microsoft Office and SharePoint

Associate / Senior Associate Resume Examples & Samples

Work closely with Units in GSO to ensure that the defined process controls are working effectively and that any anomaly is escalated to Senior Manager, ORPC, on time
Securities/Custodian Operations of a Multi National Banking company required
Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills
Identify and develop succession plan

Associate / Senior Associate Resume Examples & Samples

Accurate update of task status in Workflow tool
Conduct trainings where ever relevant
Learn and execute BCP tasks
Provide suggestions to improve efficiencies

Associate / Senior Associate Resume Examples & Samples

Strong accounting back-ground
Ability to maintain a high level of accuracy in preparing and entering financial information
Intercompany reconciliation process
Internal control awareness
Confidentiality concerning financial files
Pro-active attitude
Excellent interpersonal skills
Effective verbal and listening and written communications skills
Computer skills including the ability to operate computerized accounting, spreadsheet and word processing programs, and email at a highly proficient level
Be honest and trustworthy
Be respectful
Possess cultural awareness and sensitivity
Be flexible

Associate / Senior Associate Resume Examples & Samples

Read and reply to correspondence on both internal & Customer’s emails within SLA’s as defined for the specific communication channel
Facilitate completion of documentation process
Dispute handling
Work along with the team to Achieve Standard CS KPI in line with the GSC flagship projects
0-2 years of relevant Customer Service experience
Must have computer experience: Excel, Word, and Power Point
Relevant experience in the customer service field is added benefit Knowledge: Expertise in key ML systems such as GCSS, RKEM, AFLS and MEPC
Good typing speed

Associate / Senior Associate Resume Examples & Samples

Ensure the effective management both in terms of business objectives and the personal and professional development of direct reports
Ensuring fair and transparent performance appraisals
To ensure that the global process is followed in full accordance with the governance and accountability model
Ensuring that team works towards goal of “Zero Error – Zero Queue”
Team level communication with internal and external customers
Empowering, motivating and keeping the individual contributors focused
Drives APM Values and continuous improvement mind-set along with the Cultural Amplifiers
Ensure the correct and continuous focus by direct reports on managing the process measures under their control and ensuring vigorous and effective root cause analysis / action on signals seen in VF result measures
Graduate, with previous working experience in ML and computer / systems skill
Prior experience of at least 2years preferably within Operations
Knowledge of ML systems
Be a self-starter and can work independently
Have a positive and constructive attitude
Understanding of process excellence initiatives & ‘Six Sigma’ process management
Good process knowledge of Cargo execution process
Good inter-personal and communication skills
Have Leadership and motivating skills
Visual Factory Trainings
Understanding of ‘Forecasting Methods&#8217
Training on Soft Skills, Strong familiarity with the business needs and Team management
Engage with customer to understand business needs and agree upon next step
Problem Solving and Analytical skill
Effective planning

Salt Senior Associate Resume Examples & Samples

Requires a minimum of Two (2) years’ experience in preparing and reviewing client work papers, preparing Indirect tax audit and refund schedules, preferably within the Big 4 or an equivalent firm or industry
Knowledge of managing projects including scheduling, budgeting, client correspondence and billing preferred
An understanding and working knowledge of client business and tax systems
Ability to analyze raw data from ERP systems to reconcile to trial balances and tax returns
Experience working with audits and reverse audits
Ability to draft filings, such as petitions for redetermination, refund claims, and various other administrative remedy filings
Excellent Communication skills
Requires Bachelor’s degree in accounting, finance or other business related field
CPA or CMI desired
Certification is required for advancement
Travel may be required. Trips may be required with minimal notice
Proficient with Microsoft Excel, Word, Outlook
Team orientation and strong interpersonal skills
Strong project management skills
Demonstrate independent thinking and strong decision-making skills
Sufficient technical skills to perform all essential duties and responsibilities for the position
CPA or CPA candidate strongly preferred
2 – 3 + years or more of public accounting experience, industry, or a combination of public accounting and industry
Experience with Sales and Use Tax required
Familiarity with basic tax research techniques (RIA, CCH) required
Experience supervising 1 to 3 or more individuals

Associate / Senior Associate Damco FNA Resume Examples & Samples

This position will be for a PO Gate Keeper in Unity GSC process
Finding the Root cause in B/w reports/ Kewill/ Fact of issues, providing solutions to resolve the issues & Keep WF ready for posting
Managing day to day operation individually
Pulling reports on daily basis
Checking and resolving WF
Analyzing B/W Reports
Working on Ageing on Pending WF
Reduction in Timeliness of Supplier Payment
Solving customer Issues PO / SO / Billing queries
Follow up with Ops team for getting resolution on time
Customer engagement - Through various reports / Calls
Stake holder Management
Daily, weekly and monthly reporting to location
Improvement focus: To drive improvement focus
Ad hoc activities
Microsoft office package
Preferred SAP Knowledge / B/W Knowledge

Associate / Senior Associate Resume Examples & Samples

Handle DGD and REEF cargo shipments as per manuals, guidelines and policies
Dispute handling, pre-claims, booking exception handling, MDWS clarification resolution, special / reefer cargo co-ordination, monitoring issue resolution tool, email exception handling
Graduate – 2011/2012 passed out

Associate \ Senior Associate, Damco Ops Resume Examples & Samples

Ensure timely and qualitative Customer Invoicing
Ensure all Contract & Prices are in place & timely updated
Understand the business model of the correlation SO & PO, ensuring timely recognition of the Revenue & Cost
Ensure Standard Operating Procedures (SOP) and SLA's are prepared and maintained for all processes handled in the GSC and necessary amendments are done
Take ownership in building & maintaining Visual management Systems as per Process Excellence standards
Ensure best practice is shared within teams in the GSC
Participate and take necessary call \ discussions with Business Partners along with supervisor
Interact & Co-ordinate with other teams within GSC to achieve the business & organisational goals
Ensure that all major risks are identified, documented and appropriately dealt with
MS Office, ERP knowledge

Senior Custody Associate Resume Examples & Samples

Process ACATS Account Transfers
Reconcile mutual fund positions and cash
Process Mutual Fund income to client accounts
Work with various systems, both internal and external
Assist on initiatives as required
Must be able to work overtime as required
Comply with all regulatory requirements and adhere to documented internal operating procedures
Comply with Bessemer’s written policies & procedures manual which are provided to new hires

Associate / Senior Associate Resume Examples & Samples

Ability to monitor and maintain assigned accounts for receivables reaching prescribed collection status and do so in a timely efficient manner
Confer with customers by telephone or email to determine reasons for non payment and if necessary research the terms of sales, service, or contracts
Document all collection activity, recording information about financial status of customers and status of collection efforts
Map the Level of escalation at the Customer end to obtain payment right up to the CFO/CEO of the Company
Trace delinquent customer’s hierarchy by inquiring at Google search, Open Solutions Internal Sales Team or through other vendors
Must be able to work independently while also willing to accept direction of supervisors
Must be flexible with the ability to adapt to changes quickly and think conceptually
Experience in non-scripted US voice based collections process
Business to Business collections experience required
Intermediate to advanced proficiency in MS Excel
Excellent written & verbal communication skill
Excellent Typing skills

Associate / Senior Associate AP, Damco FNA Resume Examples & Samples

Help maintain the Supplier Payment Timeliness as per agreed limits
To maintain FTHR of invoices to optimum level through collaborative
Bachelor's degree in Accounting, Finance or Business
Self-motivated and detail oriented
Experience of handling payments in SAP environment (key

Salt Senior Associate Resume Examples & Samples

Two (2)+ years of prior experience in state and local/multistate experience required
Strong analytical and research skills
Capable of building and maintaining strong relationships with internal and client personnel
Excellent people development and delegation skills
Executive presence and ability to act as primary contact on assigned engagements
Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues
Possesses excellent decision-making skills
Ability to create written tax advice

Associate / Senior Associate, Actuarial Resume Examples & Samples

Provide technical support on loss reserving, ratemaking, and modeling for commercial lines, personal lines, and reinsurance projects
Support property and casualty insurance companies
Provide audit support functions and advisory projects
Maintain documentation files consistent with KPMG workpaper requirements
One year of experience in the actuarial property and casualty area
Bachelor’s degree from an accredited college/university and passed two actuarial exams
Strong academic background in actuarial science, applied statistics, financial analysis, insurance, and mathematics
Ability to work on multiple projects and prioritize work without intensive direction from supervisors
Strong working knowledge of actuarial software and database software such as Microsoft Excel and Access
Strong technical writing skills and verbal communication skills
Three years of related work experience and passed five actuarial exams
Certification as an Associate of the Society of Actuaries/Casualty Actuarial Society is preferred
Strong understanding of property and casualty insurance products
Well established understanding of business dynamics and operations

Associate / Senior.associate, FNA Resume Examples & Samples

Meet and exceed KPIs by performing error free work and adherence to deadlines
General reliability as a team member
Overall improvement of the operations business unit

Associate / Senior Associate Resume Examples & Samples

Gather and synthesize industry information from research sources including internet, trade publications, industry and equity analyst reports and periodical
Discussing with clients valuation assumptions, interim and final results
Preparation of financial and economic analyses on client companies, comparable transactions and public companies using Deloitte databases and other publicly available information
Preparation of individual modules of financial models, proposals and sales pitches
Assist with drafting reports and findings including the preparation of tables, exhibits and charts
Research market issues and identify market opportunities
University degree preferably in finance, accounting or mathematics and/or combination
One to four years working experience in valuation, audit or accounting
Excellent knowledge of Microsoft Office products, particularly Excel; knowledge of Visual Basic is a plus
Excellent written and oral self-expression both in Romanian and English
Well-developed analytical, logical and business diagnostic skills
Ability to quickly master new tasks, to work on multiple assignments and manage ambiguity
Ability to work unsupervised with attention to details
Ability and desire to work in teams

Associate / Senior Associate Resume Examples & Samples

Understand client's requests and create customized analytics solution and tacking technical issues
Design measures, variables, and statistical models according to business appeal
Clean and restructure data with SQL or other software based on the requirements
Build and test models, set default values
Manipulation of data sets to understand their meaning and recreation of database systems to assist in providing business insights to clients
Undertake quality control measures to ensure consistent and accurate work practices
Work with a team to solve complex problems experienced in business
Prepare project related documents in Chinese or English
Bachelor degree in a quantitative discipline such as Statistics, Economy, Mathematics. Master degree is preferred
3-5 years' analytical experiences in FSI (banking, security, insurance, etc.) Retail, Telecommunications or other related industries
Sufficient data mining experiences and advanced data mining skillsets
Experience in typology analysis
Strong communication and report writing skills in both English and Mandarin
Accounting knowledge
Good leadership and team spirit
Strong interpersonal skills with abilities to develop relationship with various stakeholders

Business Services & Outsourcing Senior Associate Resume Examples & Samples

Two (2) or more years of experience performing general accounting transactions and functions required
Solid organizational skills especially ability to meet project deadlines with a focus on details
Capability to build and maintain strong relationships with client personnel

Associate / Senior Associate Resume Examples & Samples

Prior IP experience (US & Foreign docketing preferably)
Working knowledge of IP database(s)
Familiar with PTO websites of key filing countries
Excellent PC skills, including proficiency with MS Office, Excel, Adobe Acrobat, and MS Outlook
Moderate verbal communication and strong written communication ability
Attention to details, and multi-tasking ability
Understanding of basic quality control and operational procedures

100

Associate / Senior.associate Resume Examples & Samples

Achieve productivity targets – so as to improve the overall performance of the team
Adhere to planned shifts
Prompt and effective response to email system
Provide suggestions for internal process improvements
Handling day to day communication with stakeholders
Participate in internal team meetings and contribute with ideas/suggestions for
Overall improvement _ of the operations business unit
Document Code Written By : (Name, Title, Date) Approved By: (Name, Title & Date)

101

Associate / Senior Associate Resume Examples & Samples

Develop & design training content
Write training specifications
Define various scenarios of modules, illustrative cases, build in quizzes
Manage training projects
Gather Training needs from the Compliance officers across various regions
Analyse training needs and suggest an adapted support
Organise RFP/tender if needed
Liaise with IT in charge of the technical development of the module
Test the training modules
Organize UAT's for training modules
Support in ongoing pre/post training administration e.g. identify target audience to roll out training
Campaigns follow up for completions
Dashboard and KPI reporting on training status to management and compliance officers
Fluent in speaking and reading French
Graduate/post graduate
Banking industry experience
Investment banking experience a plus
Skills in Training (how to design a training session), in Compliance (as a generalist) , in Project management

102

Associate & Senior Associate Resume Examples & Samples

Being an active part of the teams supporting private equity firms and their portfolio companies in their pre-acquisition and performance improvement activities
Producing extensive financial modelling and analysis including cash flow models and projections
Producing financial information, research and reports
Synthesizing information after research and analysis into high quality client reports and recommendations
Supporting Managing Directors and other senior members of the team with client pitch production
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Comfortable/professional/effective in front of client and seniors
Positive attitude – seeks and accepts coaching from seniors
Driven by values, integrity and responsibility, talks straight and leads by example

103

Senior Production Associate Resume Examples & Samples

Produce mRNA for preclinical targets
Conduct mRNA purification using HPLC-based chromatography solutions
Conduct in-process quality control assays to ensure mRNA are within specifications
Utilize automated equipment to enable capacity and short turnaround time
Promote inter- and intra-departmental communication in order to facilitate and maximize performance
Bachelors in Biology, Chemistry, Chemical engineering, Biomechanical engineering, Bioengineering, Biochemistry or related field
Experience operating UPLC, HPLC, and/or Hamilton instrumentation
Exceptional written and oral communication
3+ years’ experience in a fast-paced biotech/pharmaceutical company with preferred focused on HPLC-based chromatography solutions
Experience working with Hamilton liquid handlers
Proven track record of success in fast paced production environment
Experience working in GMP or GLP environment

104

Associate & Senior Associate Resume Examples & Samples

Running corporate and commercial transactions; including drafting the requisite documentation and project managing a variety of international and domestic restructures
Contract drafting on a range of commercial matters
Providing technical legal advice, both to internal EY team and to external clients
Taking a hands on approach to developing the juniors who will report to you
Developing relationships with key members of other services lines within EY with a view to identifying opportunities and assisting in driving growth
The ideal candidate will be commercially astute
Demonstrate strong technical skills
Natural relationship building and inter-personal skills
Excellent communication skills and keen attention to detail
A positive approach and a can do attitude
Able to lead a team
Experience as a corporate and commercial lawyer in a top-tier, mid-tier, boutique law firm or BIG 4 legal practice
Experience managing private M&A transactions and cross border debt and equity restructures
A detailed understanding of the companies legislation, particularly around shareholders’ agreements, constitution drafting, corporate governance, financial markets regulation, debt and equity instruments, fundraising, capital management (share buy-backs, dividends, reductions of capital)
Solid experience in contract drafting and advising on consumer protection legislation
Excellent client facing skills and strong commercial acumen
Experience in working as part of a team, with the ability to build effective internal and external relationships

105

Capital Markets Associate / Senior Associate Resume Examples & Samples

Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material
Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function
Knowledge of and ability to utilize the tools, techniques, and practices for creating a mix of financial instruments that will leverage a client's financial resources to an acceptable level of risk
Knowledge of and ability to engage in the transfer of financial assets in any financial market on behalf of an investor in order to capitalize on short-term trends

106

Associate / Senior Associate, FNA Resume Examples & Samples

Provide support and guidance to new staff
Achieve/exceed targets of service delivery
Learn and execute BCP tasks, if applicable
Generate ideas for process improvements

107

Associate / Senior Associate Resume Examples & Samples

Responsible for recognizing potential issues in business practices and accounting determined through examination work and effectively communicating findings to Accounting Policies and Internal Controls department
B.E or MBA IT (CISA/ ISO 27001)
Experience in Internal IT Control testing
Experience in SOX testing
Analytical and Critical thinking
Dependable/Reliable

108

Associate / Senior Associate Resume Examples & Samples

0-2yrs of experience
CA Mandatory or equivalent (CPA/ CFA)
Experience in SOX, CCAR & Liquidity reporting

109

R&D Associate / Senior Associate Resume Examples & Samples

To lead the definition and implementation of processes, systems and resources to support the new Wren warehouse facility
Responsible for the preparation, analysis and management of the budgets relating to the Science & Technology Partner group
Responsible for the R&D Warehouse, Laboratory logistics and stores area together with the Solvent stores and Decant facility
Responsible for the management and development of the team, to both enhance delivery of service to the R&D laboratories and to continually strengthen the team by supporting and encouraging career development
Responsible for working efficiently & effectively with other RB Functions to help identify, introduce and deliver new systems & processes of working to support the wider R&D business

110

Associate / Senior Associate Damco OPS Resume Examples & Samples

Service Delivery
Identify & apply corrective actions on system interface & conduct necessary reconciliations
Maintain Volume trackers and adhere \ sustain established control mechanisms
Meet adhoc customer requirements \ exceptions and ensure that the requirements are fulfilled with a sense of urgency
Take ownership, track and monitor and achieve KPI's related to the process
Implement Kaizens, Cost Saving \ Value Addition Projects identified
Have monthly one to one discussions with supervisor on performance review and development
Stakeholder communication
Timely & professional interaction with Business Partners \ Stakeholders
Interact & Co-ordinate with other teams within GSC to achieve the business & organizational goals
Others
Adherence to shift scheduling, leave planning, over time, back-up planning and comply with staff policies
Actively participate in relevant business contingency testing. Support other GSC’s during contingency procedures
Strict adherence to APM-M Group culture, values and reputation and ensure compliance with APM-M Group and CB policies

111

Associate / Senior Associate Resume Examples & Samples

Responsibility for achieving timelines, productivity, accuracy and avoiding penalties (price of nonconformity (poncs))
Responsible for prompt and effective response to emails
Provide suggestions/ideas for process improvements
Updates several Programmes/Tools for Equipment Steering
Handle day-to-day communication with stakeholders via emails
To maintain/reach following by sound monitoring and follow ups
Zero tolerance for errors Zero waiting time
To ensure team follows most optimum known standardized process
To ensure highest levels of productivity and that the median performance keeps improving
Ensure Mærsk values and e-mail policies are adhered to by self and within the team
Ensure that communications are factual, error free, crisp and complete.

112

Associate / Senior Associate, Damco Ops Resume Examples & Samples

Graduate degree from university or business school
Diploma in Supply Chain Management / Logistics – Added Advantage
Excellent command of spoken and written English
Good communication & interpersonal skill and should be able to build good working relationship
Drive for Results – Drives for results and success, conveys a sense of urgency and drives issues to closure, persists despite obstacles and opposition
Adapt to changes, basis business requirements
Good working knowledge of MS Office products including Word, Excel and PowerPoint

113

Associate / Senior Associate, Credit Risk Resume Examples & Samples

Supervise and serve as a mentor to associates, new hires, and interns on engagements
A minimum of one year of related work experience in lending, lending compliance, or lending audit functions in a financial services or consulting firm
Bachelor’s Degree or Six Sigma Black Belt Certification required
Experience in mortgage operations (origination, servicing and default)
Project and change management experience

114

Senior Associate, Forensic Investigations Resume Examples & Samples

Conduct and coordinate large-scale, multi-jurisdictional investigations
Analyze and audit accounting procedures and help control environments that deal with organizations with possible exposure to fraudulent financial reporting
Perform financial statement analysis and develop conclusions
Summarize, analyze, and prepare analysis reports and findings in a clear, logical, and concise manner
Interact with and interview clients and other external sources in order to obtain relevant information and documents, and supervise a professional team with backgrounds ranging from accounting to law enforcement
Evaluate internal control structures and data to help identify weaknesses and associated risks and make recommendations on how to mitigate those risks and evaluate the general risk faced by the client in a particular industry
A minimum of three years of experience in audit and accounting or financial investigations, and previous experience in a public accounting firm, advisory firm, or relevant industry
Bachelor’s degree in Accounting from an accredited college/university, and licensed CPA or CFE
Advanced understanding in one or more of the following: sophisticated accounting transactions, U.S. Generally Accepted Accounting Principles (GAAP), corporate filings, or financial statements
Understanding of the legal and regulatory environment
Ability to produce grammatically correct written technical reports

115

Associate / Senior Associate Resume Examples & Samples

Execute Process in compliance to SLA and Global Governance
Execute the process as per set KPIs, SLAs within global governance framework
Highlight any ground issues on process to the leader
Escalate critical issues to the supervisor for remedial actions
Maintain floor decorum and discipline at all times
Adherence to SOPs and process guidelines
Business Partner interaction
Interact with front office business partners on a need basis for issue resolution, or complaints, or customer queries
Coordinate with Teams
Identify improvement opportunities through Kaizen. Share the same with supervisor
Work on ways to improve, and simplify the process
Contribute inputs/ideas in Daily Review Meetings

116

Associate / Senior Associate Resume Examples & Samples

Profile and Skills
5-7 years of hands on experience in designing and developing applications primarily using LAMP technology
Strong knowledge of PHP web Framework and MySQL
Basic Understanding of Reporting, front-end technologies, such as JavaScript, AJAX, HTML5, and CSS3
Prefer to have good command over UNIX
Good to have experience of working on HR domain or part of HRIS development
Knowledge of user authentication and authorizations between multiple systems, servers, and environments&#8217
Integration and interfaces of multiple data sources and databases into one or more system
Have working exposure in supporting one of the HR ERP including Taleo, Fusion or other HRMS
University graduate is must, good communication skills (verbal and written) is required
JOB DESCRIPTION
Contributes to various developments and enhancements for applications in Technip HRIS portfolio
Contributes to various reporting requirements for HR applications in Technip HRIS portfolio
Develops, maintains and supports the integrations with Technip HRMS including Oracle HCM (Fusion) and Oracle Taleo
Troubleshoots, analyzes, detects, identifies and corrects technical problems and deficiencies and provides corrective support for various HR applications and tools including Oracle HCM (Fusion) and Oracle Taleo and other internally developed HR applications

117

Associate / Senior Associate Resume Examples & Samples

Bachelor degree or Master degree with major in accounting, finance, economics, or other related subject
Minimum of two-three years related work experience, with experience in consulting firm or research institution preferred
Strong communication and report writing skills in both English and Chinese
CFA, CPA, or other technical designation would be an advantage
Proficient in Internet search and Microsoft Office products
Familiar with data research tools such as Bloomberg, Capital IQ, and WIND would be a plus

118

Associate / Senior Associate Resume Examples & Samples

Maintain all the referential data listed in CRDS, Atlas II and ebanking systems, more particularly those having a link with client applications, with respect to the global operational procedures
Proposing enhancements of data management for CRDS and for CRDS vs. its local client’s systems
Excellent communication and facilitation skills to both management and operational staffs (both oral and written)
Proactive, self-disciplined, self-motivated with ability to work effectively under pressure
Accuracy and rigor of input of high volume of data

119

Associate / Senior Associate AP, Damco FNA Resume Examples & Samples

Ensure vendor invoices are registered and processed in a timely and efficient manner
Process SAP checks for Damco Invoices
Coordinate with Various teams to make sure invoice processing is on time
Provide process improvements to existing processes
Report daily progress on critical customers invoice status to required stakeholders
To maintain FTHR of invoices to optimum level through collaborative efforts

120

Senior Production Associate Resume Examples & Samples

Strong orientation toward safety, quality, and continuous improvement
Ability to lift up to 50 lbs. on a regular basis
Ability to work 10 hour days and overtime as required
Ability to read prints and shop manuals, and ability to follow detailed test procedures
Experience in electrical and hydraulic assembly
Experience working with hand and air tools
Experience working in a fast paced environment is desired
Familiarity with a manufacturing environment is desired
3+ years experience in heavy equipment manufacturing desired

121

Associate / Senior Associate Resume Examples & Samples

Chartered Accountant, CPA or equivalent
Strong knowledge of accounting under IFRS
Excellent knowledge and use of MS Excel
Behavioural Skills / Competencies

122

Associate / Senior Associate, Credit Risk Resume Examples & Samples

Review credit payments and whole loan documentation to verify accuracy
Compare loan documentation with data for accuracy using tools in Excel
Prepare client deliverables (agreed-upon procedures report) and working papers supporting our findings
Work on advisory and audit engagements related to financial instrument valuations and cash flow analysis of structured products and loan portfolios
Work on engagements related to collateralized loan obligations (CLO), collateralized debt obligation (CDO), mortgage backed securities (MBS), asset-backed securities (ABS)
Perform compliance testing related to client agreements with investment banks, issuers, regulators, government agencies, and investors
Meet engagement deadlines and budgets, as well as maintain compliance with internal risk policy requirements
Interact with clients and team members to achieve engagement objectives
Execute against engagement work programs developed by managers and directors
Participate in securitized transactions such as collateralized loan obligations, residential mortgage backed security, and asset backed security
A minimum of one year of experience in financial services, preferably with experience in securitization or collateralized loan obligations (CLO)
Bachelor's degree, preferably in finance or accounting, from an accredited college/university
Strong attention to detail and the ability to multi-task many activities
Working knowledge of loan documentation preferred
Excellent verbal and written communication skills, with an emphasis on critical analytical and independent thinking, yet working within a team framework
Strong Microsoft excel and data management skills
Strong working knowledge of finance, real estate capital markets is preferred

123

Associate / Senior Associate, Credit Risk Resume Examples & Samples

Provide end-to-end enterprise Windows application architecture and development
Participate in the complete software development lifecycle which includes preparing accurate technical design documents using tools such as MS Visio and technical development using technologies such as C#, SQL Server, Crystal Reports, Infrasgistics and unit testing
Create builds for software releases and install them in the quality assurance (QA) environment for testing purposes
Work with business analysts, QA, and information technology (IT) staff as appropriate to analyze and resolve defects identified through the QA process
Work with systems administration and operations personnel to support the implementation of applications into production
Mentor associates and new hires
A minimum of four years of progressive software development experience including a minimum of three years of experience in component based and object oriented application design of large Windows applications
A minimum of three years of hands-on experience in Microsoft.NET, C#, XSL/XSLT, and related Microsoft (MS) Visual Studio tools
A minimum of three years of experience as a developer, responsible for business applications using object-oriented methodologies and tools
Bachelor’s degree in a technical field from an accredited college/university
Demonstrated experience in Web application architecture, design and development, and implementation of popular design patterns
Hands-on experience translating use cases, class and sequence diagrams, and UML notation into code
A minimum of six years of related work experience, preferably with experience in a financial services company or consulting/ accounting firm

124

Senior Associate, Market Development Resume Examples & Samples

Support the management, adoption and deployment of field marketing and business development programs for the financial services portfolio including, account planning, strategic relationship management and account enablement, and market development training
Oversee the management of sales engagement, opportunity management, reporting and financial revenue results across the financial services portfolio
Deploy KPMG branding, national programs and campaign tactics across the portfolio
Collaborate with industry marketing colleagues and participate with the execution of special projects across the financial services products teams
Support local event and sponsorship strategy, planning and execution
Learn, drive and provide access of firm wide marketing tools
Minimum three years of business development, account management and marketing experience, preferably within a professional services firm or similar environment
Financial Services industry knowledge preferred
Experience working in a matrixed, professional services, consulting or similar large corporate environment
Ability to collaborate across national, field and business marketing groups to activate firm initiatives for the industry portfolio
Highly Proficient with Microsoft Office Suite applications, including Excel and financial analytical skills

125

Associate / Senior Associate Resume Examples & Samples

Associates will gain exposure to the firm’s businesses and expanded knowledge of the industry, especially large-scale capital projects (e.g., infrastructure, power and delivery, oil and gas, petrochemical, and mining), as they develop key analytical, marketing, modelling and financing skills
Assist in producing pitches, teaser documents, information memoranda, business plans, management presentations, risks analysis and mitigation plan, financial analyses and client communications
Assist in creating and analyzing financial models and perform scenario analyses
Assist in analyzing project agreements, identification of key issues and areas for improvement, suggestions on relevant clauses and mitigation plan
Market information collection and compilation to support transaction origination and execution
Support execution of capital markets transactions, including debt offerings
Bachelor’s degree in a finance related discipline
Minimum 3 years’ project finance or debt finance equivalent experience (for Senior Associate candidates); Minimum 1-2 years' project finance or debt finance equivalent (for Associate candidates)
Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions
Financial Modelling skills preferred
Understanding of infrastructure and capital project / project finance preferred
CFA / CPA or other professional qualifications will be useful
Mandarin Chinese fluency preferred

126

Associate / Senior Associate Resume Examples & Samples

2-5 years in consulting with a top-tier management consulting firm or an internal consulting / corporate strategy team, or equivalent experience in wealth management industry
Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions
Strong client management and executive-level communication skills
BA/BS from top-tier program required; MBA or an advanced degree from a top-tier program preferred
Financial services background preferred, but not mandatory

127

Associate / Senior Associate Resume Examples & Samples

Handle corporate finance projects including financial advisory on mergers and acquisitions, fund raising activities, and / or related transactions
Gain exposure to corporate finance industry and knowledge in the Hong Kong Listing Rules and the Takeovers Code
Cooperate with various professional parties in execution of transactions including client relationship management, drafting of documentations, conducting due diligence as well as liaising with regulatory authorities
Assess potential deals by market research, valuation analysis and financial modeling

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