Financial Services Office Resume Samples
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Financial Services Office Resume Samples
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MH
M Hessel
Marcelo
Hessel
93793 Frami Gateway
Houston
TX
+1 (555) 442 5777
93793 Frami Gateway
Houston
TX
Phone
p
+1 (555) 442 5777
Experience
Experience
San Francisco, CA
Financial Services Office
San Francisco, CA
Borer and Sons
San Francisco, CA
Financial Services Office
- Work closely with Performance Improvement leadership to support business development opportunities
- Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of engagement status, and managing staff performance
- Assist with business development activities across asset management, banking, capital markets and insurance sectors
- Develop people – conduct timely reviews and provide feedback to team members, lead engagement team sessions and participate in recruiting efforts
- Understand the client’s industry and recognize key performance drivers, business trends and industry developments
- Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations
- Provide guidance and share knowledge with team members and participate in performing review procedures especially focusing on complex, judgmental and/or specialized issues
Philadelphia, PA
Senior Financial Services Office Technology Consulting
Philadelphia, PA
Hegmann Group
Philadelphia, PA
Senior Financial Services Office Technology Consulting
- Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
- Manage expectations of client service delivery
- Drive high-quality work products within expected timeframes and on budget
- Lead large scale client engagements
- Consistently deliver quality client services
- Generate new business opportunities
- Understand EY and its service lines and actively assess/present ways to serve clients
present
Boston, MA
Advisory Services Senior Manager Financial Services Office Technology Consulting Cio Services
Boston, MA
Sanford, Torp and Emard
present
Boston, MA
Advisory Services Senior Manager Financial Services Office Technology Consulting Cio Services
present
- Develop and maintain long-term client relationships and networks
- Remain current on new developments in advisory services capabilities and industry knowledge
- Provide constructive on-the-job feedback/coaching to team members
- Provide high quality client service by directing daily progress of engagement work, informing EY leadership of engagement status, and managing staff performance
- Collaborate with other members of their engagement teams to plan engagements and develop project plans and work programs, timelines, risk assessments, and other planning documents
- Build trusted relationships as a strategic technology advisor with clients, and work internally across EY advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
- Foster an innovative and inclusive team-oriented work environment
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Johnson & Wales University
Bachelor’s Degree in Accounting
Skills
Skills
- Willingness and ability to travel 50%
- Demonstrated integrity within a professional environment
- Excellent leadership, teamwork and client service skills
- Demonstrated integrity, values, principles, and work ethic demonstrated integrity within a professional environment
- Strong project management skills
- Strong skills in project management and engagement closure
- Experience and interest in recruiting and professional development
- Proficiency with MS Office and Lotus Notes
- Strong thought leadership in IT Risk Management and reputation as a leader in IT risk with financial services industry
- 4+ years of experience working as an IT Risk or Security professional for a financial services
5 Financial Services Office resume templates
Read our complete resume writing guides
1
Financial Services Office Resume Examples & Samples
- Finance Strategy (Vision, Mission, Guiding Principles)
- Financial Accounting and Reporting Operations/Technology
- Performance Management and Measurement (KPIs, business driver-based metrics)
- General Ledger/ERP Systems Features/Functionality
- Statutory Reporting Systems Features/Functionality
- Data mapping and conversion
- Business and IT process reengineering
- Finance transformation and accelerated close
- Sub-ledger/ledger redesign
- Business intelligence/decision support
- Data warehousing/enterprise data design and management
- Financial planning, budgeting and forecasting
- Cartesis
- Clarity
- Cognos
- Oracle Financials
- PeopleSoft Financials
- Smart Steam
2
Financial Services Office Resume Examples & Samples
- A degree in accounting, business or finance
- Approximately 4 years of experience working as an auditor for a public accounting firm
- Deep experience serving clients in the asset management industry which may include mutual fund complexes, hedge funds, private equity funds, or other investment vehicles
- An active US CPA certification or foreign equivalent (Chartered Accountant or Chartered Certified Accountant)
- Experience participating in engagement management, engagement execution and reporting, and client relationship building
- Managerial experience leading project teams in a professional services environment
- A dedication to teamwork and leadership
- Integrity within a professional environment
3
Financial Services Office Resume Examples & Samples
- A bachelor's degree in accounting, finance or business
- A minimum of 1 year of experience working as an auditor for a public accounting firm with some experience serving financial services clients; will consider candidates with less than 1 year of experience with an advanced degree
- Previous experience in the banking/capital markets industry groups which may include retail, commercial, or investment banks, broker/dealers, or similar institutions is preferred
- US CPA certification or must be actively preparing to pass the US CPA examination
- A strong dedication to teamwork
4
Financial Services Office Resume Examples & Samples
- Approximately 1-2 years of related audit or applicable business experience; public accounting experience preferred
- Strong analytical, interpersonal and communication skills
- Demonstrated integrity, values, principles, and work ethic
5
Financial Services Office Resume Examples & Samples
- A degree in Insurance/Risk Management, Finance, Business Administration, and/or other related major
- Approximately 1+ years of experience in an insurance, claims, or risk management position
- Completion or significant progress towards the completion of an advanced, recognized insurance industry designation (e.g., AIC, ARe, ARM, CPCU), or an advanced degree (e.g., MBA, JD)
- Strong writing and presentation skills
- Strong PC skills including, but not limited to, knowledge of spreadsheets
6
Financial Services Office Resume Examples & Samples
- A degree in finance, economics, accounting, or other analytical discipline preferred
- A Certified Public Accountant license
- Approximately 1-2 years of experience working for a professional services firm, a financial services institution, or other related entity
- Demonstrated capabilities and interests in technical and complex financial accounting
- Ability to stay abreast of current developments and plans at standard setters
- Product and transaction knowledge highly beneficial
- A finance background helpful in evaluating models to support accounting conclusions
- Strong problem-solving capabilities
- Excellent communication skills in a highly technical and professional environment
7
Advisory Services Manager Financial Services Office Performance Improvement Core Banking Operations Resume Examples & Samples
- Proven experience leading small to medium sized operations and technology change initiatives or system implementations with "brand name" consulting firms or internal consulting organizations at leading corporations
- Understanding of key technology and services vendors and products supporting the mortgage value chain
- Process and domain knowledge including core banking, mortgage loan originations, fulfillment, servicing securitization, and the secondary mortgage markets; experience with other consumer finance products (e.g., auto) beyond mortgage a plus
- Ability to develop project approach, work plans, resource estimates, and cost estimates
- Effective leadership, project management and teamwork skills
- Demonstrated history of working in teams and developing junior staff
- A willingness to travel to meet client needs
- Design of business and process architecture
- Process design and implementation support
- Process selection and proof of concept
- Business rules/business process management automation/workflow
- Opentext
8
Advisory Services Senior Financial Services Office Enterprise Intelligence Resume Examples & Samples
- A willingness to travel to meet client needs; estimated at 80-90%
- Data Management
- Risk
9
Financial Services Office Resume Examples & Samples
- Approximately 7 years of experience working as an auditor for a public accounting firm
- Managerial experience training project teams in a professional services environment
- Experience identifying new business opportunities at existing or potentially new clients
10
Financial Services Office Resume Examples & Samples
- Be responsible for full cycle sales from lead to close
- Display superior presentation and negotiation skills in order to gain new business
- Be expected to meet and exceed a monthly sales target
- Work closely with Sales Engineers to provide the right solution to the customer
- Maintain constant communication with the customer to ensure you know how they are using the Rackspace portfolio
- A minimum of 4 - 7 years successful installed base business sales experience
- Experience of strategic selling at Executive and Board level
- B2B Sales experience
- Knowledgeable in professional sales training and sales process
- Possesses superior follow up skills with the ability to respond under pressure
- Able to work to a monthly target and be able to effectively communicate over the phone, through email and face-to-face
- Strong presentation, written and verbal communication skills
- Goal oriented with superior work ethic
- Proven territory / vertical market sales development skills
- Must be able to generate and qualify excellent customer leads
- Bachelor’s degree in business or marketing preferred
- Sales experience in a technology related industry preferred
11
Financial Services Office Resume Examples & Samples
- A bachelor's degree in finance, accounting, or business
- Previous experience in the asset management industry which may include mutual fund complexes, hedge funds, private equity funds, or other investment vehicles preferred
- Ability and willingness to participate in advisory-related engagements
- Ability and willingness to travel with limited notice
12
Financial Services Office Resume Examples & Samples
- Significant experience with internal audit risk assessment and governance, risk and compliance (GRC) methodologies, tools and enablers in the financial services sector
- Experience working with hedge funds or other alternative asset managers a plus
- Demonstrated integrity, values, principles, and work ethic demonstrated integrity within a professional environment
- Strong skills in project management and engagement closure
- Experience and interest in recruiting and professional development
13
Financial Services Office Advisory Services Senior Manager Process & Controls Resume Examples & Samples
- A minimum of 6+ years of related audit or applicable financial services business experience; 5 or more years of public accounting experience preferred
- Prior experience generating new business opportunities by participating in market facing activities and developing thought leadership materials
- Advanced written and verbal communication and presentation skills
14
Financial Services Office Advisory Services Senior Process & Controls Resume Examples & Samples
- A degree in accounting, finance, business or a related field; MBA preferred
- Experience in the traditional and/or alternative asset management industry
- Proficiency with MS Office and Lotus Notes
15
Financial Services Office Resume Examples & Samples
- A degree in Business Administration, Engineering, or in a business related field; CFA, CPA and or MBA a plus
- A minimum of 6 years of experience in leading multiple large-scale operations and technology change initiatives with "brand name" consulting firms, or internal consulting organizations at leading corporations
- A minimum of 6 years experience in Financial Services, specifically in the lending space (mortgage, consumer, auto, credit cards)
- Deep domain and process knowledge including mortgage loan originations, fulfillment, servicing and securitization; experience with other consumer finance products (e.g., auto) beyond mortgage a plus
- Ability to articulate trends, client challenges, and leading solutions and best practices
- Prior experience in designing operations processes, identifying target metrics, developing business requirements for systems solutions
- Strong analytical skills; specifically, the ability to diagnose end-to-end lending originations and servicing operations to identify opportunities to improve performance and effectiveness; six-sigma certification or exposure to other process improvement methodologies a plus
- Strong skills in developing business cases and financial impact of the proposed initiatives on the client's P&L
- Flexibility to travel and work full-time on out-of-town assignments, as necessary
16
Financial Services Office Resume Examples & Samples
- Understand intermediate-level technical and business concepts and have the ability to articulate to client in ways that are easy to understand
- Develop and give presentations that have clarity and strong impact to client and internal leadership
- Play a role in coordinating the pursuit/engagement team’s response to client queries or other requests
- Build deeper understanding of the selected area, research emerging industry trends and best practices and participate in practice development initiatives, such as creating points of view and proprietary engagement delivery methodologies
- Participate in key initiatives that significantly impact the success of an engagement
- Contribute to knowledge-sharing environment through active participation in internal communities
- Facilitate work across cross functional teams
- Work closely with Performance Improvement leadership to support business development opportunities
- Bachelor’s degree in Accounting, Finance, Economics, Business or Science and Engineering – Masters, MBA and/or CPA is preferred (foreign degree acceptable); 3 years of relevant experience in working at a financial services company or comparable experience working as an advisor to a financial services industry; of the required experience, must have at least 2 recent years of experience in Capital Markets
- Must have proven experience of excellent performance in small, medium and large-sized operations initiatives or system implementations with “brand name” consulting firms or internal consulting organizations at leading corporations
- Experience in program management in enterprise/operations transformation projects and programs
- Demonstrate the ability to effectively perform in cross functional teams to conduct the assessment and redesign of control processes and the refinement / re-engineering of operating models. Lend particular subject matter knowledge to the design and implementation, helping to give specificity to the appropriate process. Coordinate deployment of operational initiatives, including deployment strategy, user training and implementation
- Must have knowledge of a range of financial products including derivatives, equities, and fixed income, foreign exchange, and commodities
- Must have knowledge of industries including investment banking, broker-dealers, custody, fund administration, insurance
- Must be willing and able to travel to meet client needs up to 100% of the time. International travel is expected to be at most 10% of the time
17
Financial Services Office Resume Examples & Samples
- Mortgage (underwriting and origination)
- Loan processing
- Mortgages
- A minimum of3 years experience in Financial Services, specifically in the lending space (mortgage, consumer, auto, credit cards)
- Process and domain knowledge including mortgage loan originations, fulfillment, servicing securitization, and the secondary mortgage markets; experience with other consumer finance products (e.g., auto) beyond mortgage a plus
- Excellent written and verbal communication skills for developing client deliverables and presentations
- System design and implementation support
- JRules
- Fiserv
18
Advisory Services Senior Financial Services Office Performance Improvement Core Banking Operations Resume Examples & Samples
- A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
- Experience in leading small to medium sized operations and technology change initiatives at leading corporations
- Experience in Financial Services, specifically in the lending space (core banking, mortgage, consumer, auto, credit cards)
- Process and domain knowledge including mortgage loan originations, fulfillment, servicing and securitization/secondary markets or domain knowledge within Auto-Finance, Credit Card/Payments, Consumer products - eCommerce/Mobile Banking, Deposits, ATM, Checking, etc
- Understanding of key technology and services vendors and products supporting the consumer products value chain
- Strong analytical skills; specifically, the ability to assess and diagnose financial services industry processes; six-sigma certification or exposure to other performance improvement methodologies a plus
- Definition of business and technical requirements
- Design of business processes
- System selection and proof of concept
- Business and process reengineering
- ILog
19
Financial Services Office Resume Examples & Samples
- Managing multiple client engagement teams at an executive level within the practice and the firm
- Leading IT portions of external audits for public (Sarbanes-Oxley - SOX) and private companies, Service Organization Control engagements (SOC reporting formerly known as SAS 70, Trust Services, and WebTrust), and IT advisory services relating to Risk and Control
- Assist with business development activities across asset management, banking, capital markets and insurance sectors
- Provide guidance and share knowledge with team members and participate in performing review procedures especially focusing on complex, judgmental and/or specialized issues
- Work with the team and the client to create plans for accomplishing engagement objectives and a strategy that complies with professional standards and addresses the risks inherent in the engagement
- Maintain relationships with client management to manage expectations of service, including work products, timing, and deliverables
- Demonstrate a thorough understanding of complex information systems and apply it to client situations. Use extensive knowledge of the client's business/industry to identify technological developments and evaluate impacts on the client's business
- Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members, and use current technology/tools to enhance the effectiveness of deliverables and services
- A degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline
- Approximately 4 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or in a progressive Internal Audit group
- Approximately 4 years of relevant experience at a financial services company or comparable experience as an advisor to a financial services company
- Assisting with business development activities across asset management, banking, capital markets and insurance sectors
- Significant experience in having applied relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) SOC engagements; and/or (d) ERP security and controls reviews (Oracle, SAP, PeopleSoft), (e) data analytics
- Advanced written and verbal communication skills and presentation skills
- Excellent leadership, teamwork and client service skills
20
Financial Services Office Resume Examples & Samples
- GRC Solutions Expertise: Hands on experience implementing BWise, OpenPages, MetricStream, RSA Archer (aka Archer Technologies)
- Provide end-to-end GRC solution enablement services to assess, select, design, implement and roll-out governance, risk and compliance solutions
- Approximately 4 years of experience working as an IT Risk or Security professional for a financial services organization or public accounting firm or professional services firm
- Significant experience with CobiT, ISO27002, ITIL, FFIEC, GLBA, HIPPA, etc
- Significant experience with GRC methodologies, tools and enablers in the financial services sector (i.e. Archer, BWise, BPS, Chase Cooper, Paisley, etc.)
- Direct IT risk management experience as IT CRO or head of IT risk department, CISO or head of IT security department, or IT Compliance position
- Strong thought leadership in IT Risk Management and reputation as a leader in IT risk with financial services industry
21
Financial Services Office Resume Examples & Samples
- Leading IT internal audit engagements and assisting with business development activities across asset management, banking, capital markets and insurance sectors
- Provide guidance and share knowledge with team members and participate in performing procedures especially focusing on complex, judgmental and/or specialized issues
- Work with the team and the client to create plans for accomplishing engagement objectives and a strategy that complies with professional standards and addresses the risks inherent in the engagement and industry
- Brief the engagement team on the client's IT environment and industry IT trends
- Approximately 4 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm
- Significant experience leading IT internal audit engagements and assisting with business development activities across asset management, banking, capital markets and insurance sectors
- Significant experience in having applied relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) SAS 70 engagements; and/or (d) ERP security and controls reviews (Oracle, SAP, PeopleSoft)
- Sdvanced written and verbal communication skills and presentation skills
22
Financial Services Office Resume Examples & Samples
- Participating in and supervising multiple client engagement teams and other related activities
- Work with client personnel to analyze, evaluate, and enhance information systems facilitating the business internal control process, and will assist clients and other technology professionals in performing information technology control audits and security engagements
- Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, budgets, and other planning documents
- Work with the engagement team to document the flow of business processes and relevant controls dependent on information technology
- Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of engagement status, and managing staff performance
- Demonstrate and apply a thorough understanding of complex information systems
- Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations
- Demonstrate and apply strong project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services
- A minimum of 1+ years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry
- A minimum of 1+ years of relevant work experience at a financial services company or comparable experience working as an advisor to a financial services company
- Significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) SAS 70 engagements; and/or (d) ERP security and control reviews (Oracle, SAP, PeopleSoft)
- Strong written and verbal communication skills and presentation skills
23
Financial Services Office Resume Examples & Samples
- Design and Evaluate GRC programs, performing current state assessments, and future state design
- Assist clients with GRC process re-engineering and enhancements to existing tools
- Exposure and understanding of GRC tool and technology implementation, risk assessments, risk metrics and dashboarding
- Knowledge of Risk convergence, IT risk and control framework design, and integrated operational risk management projects
- A minimum of 1+years of experience working as an IT Risk or Security professional for a financial services organization, public accounting firm or professional services firm
- Significant experience with CobiT, ISO027002, ITIL, FFIEC, GLBA, HIPPA, etc
- Direct IT risk management experience
24
Advisory Services Senior Financial Services Office Financial Services Risk Management Credit Risk Resume Examples & Samples
- A degree in accounting, finance, economics or a related field; an MBA or master's degree (in finance, mathematics, etc.) a plus
- A minimum of 1+ years of relevant experience in banking/capital markets at a commercial bank with a well developed credit risk management infrastructure or comparable experience working as an advisor to financial services companies
- Strong analytical and problem solving skills and demonstrated knowledge in credit and/or market risk measurement and management
- Experience at a regulatory or rating agency in the areas of credit risk management, risk rating systems, regulatory capital, and/or capital markets
- Broad consulting and project management skills, effective written and oral communication skills
- Ability to converse with counterparts at financial institutions regarding credit risk management, Risk Adjusted Performance Measurement (RAPM) and economic capital topics and current practices
- Strong quantitative and/or technology skills including knowledge of Excel, Access, and PowerPoint
- A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally
25
Advisory Services Manager Financial Services Office Solutions Enablement Credit Risk Resume Examples & Samples
- A bachelor's degree and a minimum of 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience; a minimum of 3 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
- A bachelors degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
- Demonstrated ability to manage, supervise and build an effective team of technology advisors through all phases of risk technology life cycle, including requirements definition, architecture design, configuration/implementation, conversion and testing
- Deep knowledge of financial products for banking and trading books; understanding of typical capital markets and other banking instruments, their characterisitics and uses in the capital markets
- Technology experience across the systems development lifecycle supporting one or more of the risk management domains described above (Credit, Market, Liquidity, Enterprise Risk). Experience with leading packages used in risk management would be advantageous. Packages/vendors would include but not limited to Wolters Kluwer, Oracle, Axiom, SAS, IBM/Algorithmics, Sungard, ION, Moody’s, QRM, MarkIt, Bloomberg
- Demonstrated technology competencies in one or more of following areas
26
Financial Services Office Resume Examples & Samples
- A bachelor's degree and a minimum of 5 years of related work experience; or a graduate degree
- 4+ years of related work experience
- 4+ years of experience working as an IT Risk or Security professional for a financial services
- Organization or public accounting firm or professional services firm
- Willingness and ability to travel 50%
- CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY's Americas IT Risk & Assurance leadership
27
Financial Services Office Resume Examples & Samples
- IT Strategy development
- IT Balanced Scorecard and Metrics
- IT Process Improvement
- IT operating models and shared services models (onshore vs. offshore, insourced vs. outsourced, org structures, skills and competency planning)
- IT M&A Integration
28
Advisory Services Manager Financial Services Office Risk Technology Resume Examples & Samples
- A bachelor's degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
- A minimum of 3+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
- Demonstrated ability to manage and supervise a team of technology advisors through all phases of credit technology life cycle, including requirements definition, architecture design, conversion and testing
- Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
- Willingness to travel to meet client needs
- Willingness to travel at least 30% and ability to travel internationally
- Regulatory requirements: Basel II, Basel III, Living Wills and other emerging guidelines
- Capital management: ICAAP, Economic capital, stress testing, RAPM/RAROC
- Banking and capital markets credit products and processes
- Counterparty risk, collateral, netting, exposure calculation, exposure aggregation
- Credit risk reporting
- Limits management and reporting
- Risk ratings processes
- Underwriting and servicing
- Loss forecasting, Loan Loss Reserves
- Program management of large scale risk technology projects
- Regulatory reporting packages: FinArch, Reveleus, FRS, Axiom
- Credit risk portfolio management packages including Algorithmics, SunGard Adaptiv, CreditManager, Moody’s KMV and SAS
- Other vendor systems supporting Credit Risk Management and Economic Capital
29
Advisory Services Senior Manager Financial Services Office Architecture Services Resume Examples & Samples
- A minimum of 5 years of experience working in the financial services industry or comparable experience working as an advisor to a financial services company; preferably with a strong consulting background in banking, asset management, capital markets or insurance
- Strong demonstrated project/program management skills in a cross-functional coordination role
- Excellent coaching, mentoring and people development skills
- Executive presence and strong communications, facilitation and presentation skills
- Ability to describe complex problems and circumstances in a clear, concise and summarized manner to an executive audience
- Managed engagement teams and provided technical leadership in the assessment, design, and management of successful IT strategy programs in collaboration with our clients
- Demonstrated experience in the identifying, qualifying and closing IT strategy sales opportunities
- Built trusted relationships as a strategic technology advisor with clients, and be able to work internally across advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
- Collaborated with other members of their engagement teams to plan engagements and develop project plans and work programs, timelines, risk assessments, and other planning documents
- Provided high quality client service by directing daily progress of engagement work, informing leadership of engagement status, and managing staff performance
- Demonstrated and applied a thorough understanding of complex information systems and technology organizations
- Ability to use knowledge the current IT environment and industry IT trends to identify the engagement and client service issues and communicate this information to the engagement team and client management through written correspondence and verbal presentations
- Knowledge of key IT management processes and industry frameworks (e.g. CMMI, COBIT,ITIL, Six Sigma, ISO 2700x, TOGAF, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc)
- Experience working with IT leadership (CIO, IT Director) and business leadership (CFO, COO, Business Unit President, etc.) to help shape and guide the IT strategic and improvement agenda
- At least one certification (e.g. CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications)
- Enterprise IT Strategy Development
- Capital Markets Technology Strategy Development
- Asset Management Technology Strategy Development (Traditional and Alternative)
- Retail Banking Technology Strategy Development
- Insurance Technology Strategy Development
- Business Case Development
- IT Organization Design
- IT Balanced Scorecard/Performance Measurement
- Resource Capacity Management
- Enterprise Architecture (EA) Maturity Assessment, Governance and Process
- Regulatory IT Architecture Blue Print
- CIO Business Office/IT Balanced Scorecard
- IT Financial Management and Planning
- IT Operating Models (onshore vs. offshore, insourced vs. outsourced, organization structures, skills and competency planning, etc.)
30
Advisory Services Senior Financial Services Office Financial Services Risk Management Liquidity Risk Resume Examples & Samples
- Chartered Financial Analyst (CFA) preferred
- Experience in treasury and capital markets risk management practices, processes and products
- Knowledge of a broad range of treasury instruments and the complex financial products (including all short and medium term money market instruments, foreign exchange, and interest rate derivatives) used to manage risk
- Strong mathematical and problem solving skills and the ability to present complex information in a clear and concise manner
- Functional knowledge related to asset-liability management, interest rate risk, funding and liquidity risk, behavioral modeling, stress testing and scenario analysis, maturity mismatch, prepayment option modeling, sedimentation modeling, etc
- Understand leading practices in Treasury governance, processes, procedures and internal control environment
- Leadership as well as proven project management skills
31
Advisory Services Senior Manager Financial Services Office Risk Technology Resume Examples & Samples
- A bachelor's degree and a minimum of 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience; a minimum of 6 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
- Demonstrated ability to manage, supervise and build an effective team of technology advisors through all phases of risk technology life cycle, including requirements definition, architecture design, configuration/implementation, conversion and testing; experience of running large transformational projects or programs
- Deep understanding of typical capital markets and other banking instruments, their characterisitics and uses in the capital markets
- Technology experience across the systems development lifecycle supporting one or more of the risk management domains described above (Credit, Market, Liquidity, Enterprise Risk)
32
Financial Services Office Resume Examples & Samples
- A degree in finance, accounting, or a related business discipline in accounting, finance or a related field; MBA or MS degree preferred
- A minimum of 6+ years experience in a consulting environment with a focus on finance improvement and/or operations improvement for financial services clients
- Experience with the design, development and implementation of internal controls for financial services business processes a plus
- Basic understanding of accounting, regulatory and compliance concepts prevalent in banking and other financial institutions
- Excellent written and verbal communication skills for report writing and client presentations
- Strong analytical skills; specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus
33
Advisory Services Manager Financial Services Office Cybersecurity Resume Examples & Samples
- A bachelor's degree and a minimum of 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
- A minimum of 3+ years of related work experience in developing, implementing or architecting information security systems
- A strong understanding of information security regulatory requirements and compliance issues
- Knowledge of security concepts and methods such as vulnerability assessments, privacy assessments, intrusion detection, incident response, security policy creation, enterprise security strategies, architectures and governance
- Understanding of networking (TCP/IP, OSI model), operating system fundamentals (Windows, UNIX, mainframe), security technologies (firewalls, IDS/IPS, etc.) and application programming/scripting languages (C, Java, Perl, Shell)
- Solid existing relationships within the Information Security or IT executive ranks (e.g., CIO, CISO, Director of Information Security, SVP and VP of Information Security) of the financial services sector
- Project management of information security projects including development of project charters and plans; management of project execution and successful implementation of the planned solution
- Experience in process definition, workflow design and process mapping
- Demonstrated ability to contribute to the development of client deliverables and technical content
- Excellent leadership and teaming skills
- Data Privacy and Protection
- Security Governance Risk and Compliance products
- CISA, CISM, CIPP, or GIAC certification is desired
- Prior Big 4, advisory or system integrator experience
- Ability to identify and resolve complex issues and develop innovative solutions (advisory skills) for the client's business and technology goals
- Working knowledge of relational database management systems such as Oracle, Sybase, and MS SQL Server
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Advisory Services Manager Financial Services Office Financial Services Risk Management Liquidity Risk Resume Examples & Samples
- A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
- Strong communication and relationship building skills are essential
- Strong written and verbal communication skills for report writing, client presentations, and project management
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Advisory Services Senior Manager Financial Services Office Technology Consulting Cio Services Resume Examples & Samples
- Develop and maintain long-term client relationships and networks
- Experience in developing advisory solution offerings and marketing assets preferred
- Ability to build and grow strong professional relationships both internally and with clients
- Demonstrate some transaction knowledge in financial services industry IT workstream and related activities
- Manage engagement teams and provide technical leadership in the assessment, design, and management of successful IT improvement programs in collaboration with our clients
- Collaborate with other members of their engagement teams to plan engagements and develop project plans and work programs, timelines, risk assessments, and other planning documents
- Use knowledge of the current IT environment and industry IT trends to identify the engagement and client service issues and communicate this information to the engagement team and client management through written correspondence and verbal presentations
- A valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
- IT Service Management
- IT Complexity Management
- Initiatives Portfolio Management / Demand Management
- Sourcing Strategy
- IT operating models and shared services models (onshore vs. offshore, insourced vs. outsourced, org structures, skills and competency planning, etc)
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Advisory Services Senior Manager Financial Services Office Financial Services Risk Management Traded Products & Capital Markets Resume Examples & Samples
- A bachelor's degree and approximately 8 years of related work experience; or a master’s degree and approximately 7 years of related work experience
- A degree in finance, economics, accounting, engineering or a related discipline; an MBA or MS preferred
- A minimum of 6+ years of relevant experience in banking/capital markets at a commercial bank with a well developed credit risk management infrastructure or comparable experience working as an advisor to a financial services company
- Team work and leadership skills
- Problem solving and solution development
- Project management experience a plus
- Prior experience in risk management, front office, product control/finance, middle office and/or back office activities within Banking Capital Markets
- Familiarity with key regulatory issues facing the industry and the associated impacts on the capital markets and financial institution’s operations
- Valuation and/or transaction processing knowledge of fixed income, commodity, equity and foreign exchange cash and derivative products
- Risk measurement methods and disciplines including value at risk, economic capital, stress testing and model validations
- Understanding of capital markets trading functions and related control processes
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Advisory Services Senior Manager Financial Services Office Solutions Enablement Capital Markets Resume Examples & Samples
- Trade Entry, Order Management, Trade Execution
- Netting, Settlement, Posting
- A bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience
- Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
- For Trading Systems: Leading platform knowledge such as Summit, Calypso, Murex, Wall Street Systems, Simcorp Dimension, Openlink Findur
- For Energy & Commodities Trading Technology, Leading platform knowledge such as: Openlink Endur, Triplepoint, RightAngle
- Quality assurance and testing
- Business Process Reengineering
- Valuation and Pricing
- Traded products/front/back office package implementation
- FAS 133 Hedge Accounting
- OLAP Reporting
- Defect Resolution
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Advisory Services Senior Financial Services Office Solutions Enablement Capital Markets Resume Examples & Samples
- Front Office, Middle Office and Back Office trade flow, Data flow and Business process
- Pre-Trade Analytics, Desk or book level stress testing
- Trade Enrichment, Affirmation and Confirmation
- A minimum of 1+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Demonstrated ability to manage and supervise a team of junior technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
- Database skills such as SQL (intermediate and advanced) and database diagnostics such as AWR, trace, profiles etc
- SDLC experience
- Front Office, Middle Office, Back Office, Accounting
- Data warehousing/enterprise data design & management
- Amortization methodology under FAS 91
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Advisory Services Manager Financial Services Office Technology Consulting IT Transformation Resume Examples & Samples
- Demonstrate in-depth capabilities in Information Technology (IT)
- Effectively manage and motivate client engagement teams with proactive leadership. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
- Consistently deliver quality client services; driving high-quality work products within expected timeframes and on budget. Monitor progress, and confirm that key stakeholders are informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Cultivate and manage business development opportunities. Understand EY and its service lines, actively assessing/presenting ways to serve clients. Develop and maintain client relationships and networks. Develop relationships with team members across EY practices to serve client needs
- Perform technical analysis as required for client IT transformation or program including: current state/future state assessment, risk analysis, benefits analysis, business impact analysis, stakeholder engagement, etc
- Support the growth of the practice by sharing knowledge and experience and development of engagement tools, enablers and other knowledge assets in order to build capability for the practice
- Degree in Computer Science, Engineering, Accounting, Finance or a related field; MS or MBA degree preferred
- IT Governance, Risk and Controls
- IT/Business Process Management
- Business and IT Alignment
- IT Organizational Change Management
- IT Vendor Management
- Enterprise Resource Planning
- IT Delivery Management
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Advisory Services Senior Manager Financial Services Office Performance Improvement Core Banking Operations Resume Examples & Samples
- Mortgages (Default Management, Foreclosures, Loss Mitigation, Loan Origination Systems, Originations, Servicing, Fulfillment, Securitization/Secondary Markets)
- Consumer Lending (eCommerce/Mobile Banking, Deposits, ATM, Checking, etc.)
- Auto Finance
- Credit Cards/Payments
- A degree in business administration, engineering, or in a business related field; CFA, CPA and or MBA a plus
- A minimum of 6+ years experience in Financial Services, with deep domain knowledge in core banking, consumer, mortgage - loan originations, servicing fulfillment and securitization/secondary markets, auto - finance, credit cards/payments and core banking - eCommerce/Mobile Banking, Deposits, Checking, ATM, etc
- Understanding of key technology and services vendors and products supporting the lending industry
- Ability to effectively communicate and present to senior level client executives (E- and C-Level)
- Strong analytical skills; specifically, the ability to diagnose end-to-end lending originations and servicing operations to identify opportunities to improve performance and effectiveness; six-sigma certification or exposure to other performance improvement methodologies a plus
- Strong skills in developing business cases and financial impact of the proposed initiatives on the client's Profit and Loss
- Definition of business and process requirements
- Design of business solutions and process solutions
- Vendor selection
- Document management automation
- Functional package Implementation
- Reconciliation redesign or improvement
- EMC (Documentum)
- Pega Systems
- Tibco
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Financial Services Office Resume Examples & Samples
- Generate new business opportunities by participating in market facing activities and developing thought leadership materials
- Understand EY and its service lines and be able to provide a holistic view of the firm’s services to address client needs
- Actively encourage team members to contribute ideas and identify opportunities to introduce EY services
- Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members
- Use current technology and tools to enhance the effectiveness of deliverables and services
- Approximately 7 years of experience working as an IT Risk or Security professional for a financial services organization or public accounting firm or professional services firm
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Advisory Services Senior Manager Financial Services Office Technology Consulting Cto Services IT Operations Resume Examples & Samples
- We are currently seeking a Senior Manager to lead projects, as well as participate in the sales, of these services. Senior Managers are typically responsible for generating sales and business leads, as well as project management of standalone projects or elements of multiple client engagements. Their duties include service delivery and generating business development opportunities, along with other related activities in the FSO’s Technology Consulting practice. This professional will
- Build and develop trusted relationships as a strategic technology advisor with clients, and work internally across EY advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
- A bachelor's degree and at least 7 years of relevant work experience
- 5 years of financial services experience preferred but not required
- Prior sales revenue generating experience of $2M+ annually
- Prior experience leading large scale pursuits ($2M+), large scale engagement leadership ($2M+), and large engagement team leadership (5-10+ resources)
- Strong end-to-end sales and delivery skills (e.g. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
- Ability to guide a client towards a potential advisory project through facilitated discussions
- Demonstrated history of partnering with other business and IT advisory practices to develop an integrated go-to-market approach
- Ability to travel up to 80-90% (including potential overseas travel)
- Experience working with IT leadership (CIO, IT Director) and business leadership (CFO, COO, BU President, etc) to help shape and guide the IT strategic and improvement agenda
- IT Governance, Risk, and Controls
- Initiatives Portfolio Management/Demand Management
- Process Design and Re-engineering
- IT Cost Reduction and Optimization
- Centers of Excellence and Shared Services
- Testing and Quality Assurance
- Security
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Financial Services Office Advisory Services Senior Operations Improvement Resume Examples & Samples
- Credit Finance
- Card processing
- Asset Finance/Leasing
- Cards
- Design of business and technology architecture
- Program/project management and implementation planning (PMO)
- Enterprise application integration
- Package Implementation
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Advisory Services Senior Financial Services Office Technology Consulting CIO Services Resume Examples & Samples
- Lead large scale client engagements
- Drive high-quality work products within expected timeframes and on budget
- Stay abreast of current business and industry trends relevant to the client's business
- Remain current on new developments in advisory services capabilities and industry knowledge
- A bachelor's degree and at least 2 years of relevant work experience
- Demonstrated ability to bring order to ambiguous situations; candidates must be able to document a client's issues and requirements, and through concrete analysis and insights drawn from past experiences with other clients, determine root causes and develop improvement plans
- Strong engagement management and delivery skills (i.e. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
- Demonstrated history of partnering with other business and IT advisory practices/functional practitioners to develop an integrated go-to-market approach and deliver cross-functional solutions
- Provide high quality client service by directing daily progress of engagement work, informing EY leadership of engagement status, and managing staff performance
- Broad knowledge of the IT function and how IT enables the business through effective strategic planning, governance and management discipline
- Enterprise Architecture design
- IT Governance
- Business/IT Alignment
- IT Financial Management and planning
- IT Cost Reduction
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Financial Services Office Resume Examples & Samples
- A minimum of 1-2 years experience providing technology advisory services in Financial Services, specifically in the lending space (mortgage, consumer, auto, credit cards)
- Process and domain knowledge including mortgage loan originations, fulfillment, servicing and securitization; experience with other consumer finance products (e.g., auto) beyond mortgage a plus
- A high level of motivation and a self-starting attitude
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Advisory Service Line Finance Associate Director for the Latin American Financial Services Office Resume Examples & Samples
- Direct the strategic delivery of Americas Finance and finance initiatives
- Prepare, review and consolidate annual budgets and forecast for the service line
- Provide technical financial advice, knowledge and counsel to others within Finance
- Provide strategic financial input and leadership on issues affecting the service line
- Help the service line with day-to-day management of the inventory. This includes billing, collecting, and revenue day management
- Monitor, track and report financial results against goals and historical performance
- Develop and maintain primary financial reporting systems, to deliver relevant, accurate, timely information
- Review critical measurement information, such as: margin, inventory levels, realization, utilization, staffing levels, indirect and practice-related expense controls, and cash collections. Offer timely insight and recommend improvements
- Liaise between the financial organization and service line personnel. Help resolve disputes and set standards of performance. Help the Director Area Finance coordinate business unit-related activities as requested, and keep him/her informed of action items
- Lead training for client-serving and finance personnel
- Participate in firm finance initiatives and sub-committees, as needed
- Provide a customer-focused service to Ernst & Young's start-up affiliates. This should meet their needs for: financial system designs; financial control alternatives; organizational and client maintenance; accounting support; and integration into firm services such as payroll, benefits, computer hardware and communications. Continue in a client support role as future affiliate requirements change
- Evaluate, interpret, recommend and maintain the firm's accounting policies/procedures and practices (i.e., organizational structure, results reporting and chart of accounts)
- Oversee the training and development of staff members, to develop their skills and knowledge in their area of responsibility
- Direct staff members directly or indirectly to develop, implement and support applications to meet clients' business requirements
- Hire staff members, and manage their performance
- Directly and indirectly manage diverse groups of professionals in various accounting and finance functions. These groups support the financial control and performance measurement needs of the firm and internal clients
- Proficiency with computers and software packages, and strong financial systems skills
- Strong strategic thinking, analytical, leadership, teaching, and listening skills
- Good presentation skills
- Ability to gain the respect of both the finance community and client-serving teams
- Competent at working with individuals at all levels within the firm
- Good aptitude for dealing with complex systems issues
- A quality improvement-oriented, professional approach
- Language skills preferred : English, Spanish, Portuguese
- A minimum of 6-8 years experience in a finance-related role
- A minimum of 6 years management experience
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Financial Services Office Resume Examples & Samples
- Develop and maintain productive relationships with audit clients/management
- Establish expectations of value/services to be delivered for the client
- Collaborate to plan engagement objectives. Develop and implement an audit strategy that complies with professional standards and appropriately addresses risk
- Understand the client’s industry and recognize key performance drivers, business trends and industry developments
- Develop people – conduct timely reviews and provide feedback to team members, lead engagement team sessions and participate in recruiting efforts
- Oversee engagement economics and manage appropriate resources for efficient engagement models
- Participate in client pursuits and develop proposal content
- Use technology to continually learn, share knowledge and enhance service delivery
- A bachelor's degree and approximately five years of related work experience or a graduate degree and approximately four years of related work experience
- Approximately five years of experience working as an auditor for employee benefit plans for a public accounting firm with some experience serving financial services clients
- Must have valid US certified public accountant (CPA) license in the US state for primary work location
- Experience in supervising, planning, execution and reporting on audits of financial statements prepared in accordance with US generally accepted accounting principles and US generally accepted auditing standards
- Advanced written and verbal communications skills
- Dedication to teamwork and leadership
- Ability and willingness to travel
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Advisory Services Senior Financial Services Office Technology Consulting IT Transformation Resume Examples & Samples
- Play active roles as part of project and program management offices to seamlessly execute technology transformation programs that are run in a matrix organizational structure
- Consistently deliver quality client services; driving high-quality work products within expected timeframes and on budget. Monitor progress and confirm that key stakeholders are informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
- Understand EY and its service lines, actively assessing/presenting ways to serve clients. Develop and maintain client relationships and networks. Develop relationships with team members across EY practices to serve client needs
- A university degree in Computer Science, Engineering, Accounting, Finance or a related field; MS or MBA degree preferred
- 1 year of financial services experience preferred but not required
- Large scale, global portfolio, program and project management experience following standard PM methodologies (PMBOK or Prince2) with a focus on the following
- Business analysis skills with experience in writing business requirements
- Gap assessment skills with experience in creating assessments
- Understanding of Systems Development Life Cycle (SDLC) and development methodologies such as, Agile and Waterfall
- Experience in consulting engagements developing detailed, compelling and analytical work products using Microsoft PowerPoint/Excel/Word/Visio deliverables to represent complex thoughts and ideas to various stakeholders
- Demonstrated ability in structured problem solving; candidates must be able to document a client's issues and requirements through concrete analysis and insights drawn from past experiences with other clients, determine root causes and develop improvement plans
- Excellent collaboration and teaming skills. Demonstrated experience in diverse environment preferred
- Relevant industry certification preferred but not required (e.g., CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications)
- Knowledge of standard IT methodologies and management processes based on frameworks (e.g. CMMI, COBIT,ITIL, Six Sigma, ISO 2700x, TOGAF, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc.)
- CA Clarity, HP PPM or equivalent portfolio management applications, data management and reporting experience preferred but not required
- IT Strategy & Operating Model Development
- IT Transformation Program Management
- Enterprise Data Management
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Advisory Services Senior Financial Services Office Technology Consulting CTO Services IT Operations Resume Examples & Samples
- A degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
- Strong delivery skills (e.g. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
- Ability to architect, build, and deliver complex solutions leveraging industry leading practices and customization based on a clients’ environment and operational capabilities
- Broad knowledge of IT functions and IT operations and how IT enables the business through effective strategic planning, governance and management discipline
- Knowledge of key IT management processes and industry frameworks (e.g., CMMI, COBIT,ITIL, Six Sigma, ISO 2700x, TOGAF, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc)
- BCP/DR
- Large Scale IT Transformation Program Management
- Sourcing Strategy and Vendor Management
- IT Operations Governance, Risk and Controls
- IT Service Management (Assess, Design, Build)
- Project Management Lifecycles
- Systems Development Life cycles
- Data Center Operations Management
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Advisory Services Manager Financial Services Office Technology Consulting CTO Services IT Operations Resume Examples & Samples
- A bachelor's degree and at least 5 years of relevant work experience
- A degree in computer science, engineering, or a related field; MBA or MS degree preferred
- 3 years of financial services experience preferred but not required
- Strong delivery skills (e.g., ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
- Experience on strategic consulting engagements developing detailed, compelling and analytical PowerPoint/Excel/Word/Visio/Casewise deliverables to convey complex thoughts and ideas to various stakeholders
- Strong demonstrated project/program management skills – specifically the ability to develop project plans that drive and govern the delivery of the scope
- Demonstrated ability to bring order to ambiguous situations; candidates must be able to document a client’s issues and requirements, and through concrete analysis and insights drawn from past experiences with other clients, determine root causes and develop improvement plans
- Demonstrated history of working in teams, developing junior staff
- Experience in developing solution offerings and capabilities preferred
- IT Strategy Development
- IT Balanced Scorecard
- Operations including ITIL or Microsoft Operations Framework IT Service Management
- Application Portfolio Rationalization
- IT Operating Models (organizational and functional structures, skills and competency planning, etc.)
- Application Development and Maintenance Strategy
- Knowledge Management and Continuous Improvement
- IT Mergers and Acquisitions Integration
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Manager Financial Services Office Technology Consulting Resume Examples & Samples
- Foster an innovative and inclusive team-oriented work environment
- Understand EY and its service lines and actively assess/present ways to serve clients
- Possess in depth business acumen
- Build trusted relationships as a strategic technology advisor with clients, and work internally across EY advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
52
Financial Services Office Administrator Resume Examples & Samples
- Provides support to dedicated field representatives, and managers
- Reads and routes incoming mail; includes processing of enrollment forms and other related documents
- May assist with participant group presentations on an as needed basis
- Basic to intermediate level of Microsoft Office applications: including Word, Excel, Access and Outlook
- Strong listening skills
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Financial Services Office Assistant Resume Examples & Samples
- Responsible for incoming telephone calls from retirement plan participants and clients
- Organizes and maintains file system of correspondence and compliance records
- May order and maintain supplies
- Meet with participants to discuss their retirement plans as needed
- HS Diploma or equivalent work experience
- Three years previous support experience
- Excellent customer service experience and the ability to manage multiple phone lines
- Excellent multi-tasking and organizational skills
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Senior Financial Services Office Technology Consulting Resume Examples & Samples
- Generate new business opportunities
- Develop relationships with team members across all EY practices to serve client needs
- Demonstrate ability to quickly assimilate to new knowledge
- Experience on strategic consulting engagements developing detailed, compelling and analytical PowerPoint/Excel/Word/Visio deliverables to convey complex thoughts and ideas to various stakeholders
- Excellent team collaboration and teaming skills
- Demonstrated integrity within a professional environment
- Demonstrate some knowledge of all phases and aspects of methodology of IT integrations, carve-outs
- Demonstrate ability to identify integration risks and issues
- Demonstrate and apply a thorough understanding of complex information systems and technology organizations
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Financial Services / Office Administrator Resume Examples & Samples
- Client interaction, preparation of forms for opening or transferring of accounts; understanding of various financial processes and documentation
- Liaise with our custodian Bank to manage accounts- working with the Advisor to ensure all documentation is in order and processed correctly
- Candidate will need to step right into a role of Office Administrator and handle the administration of a small and growing financial services business
- Participate in playing an important role in growing a company through the development of efficient back office procedures and administrative structure
- Work one on one with a Financial Advisor and independently in a busy yet quiet environment
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Senior Manager Financial Services Office Technology Consulting Resume Examples & Samples
- A bachelor's degree in Business Administration, Computer Science, Finance, Accounting, Engineering or a related field, with seven or more years post-bachelor's relevant consulting/work experience
- Demonstrated business acumen of IT current state and industry trends; ability to build innovative PPM solutions to take to the market
- Demonstrated ability to generate sales opportunities and follow-on work during client engagements
- Demonstrated executive presence and strong communications, facilitation and presentation skills
- Experience leading large-scale, global and transformative programs leveraging methodologies such as Agile, Systems Development Life Cycle (SDLC), Waterfall PMBOK or Prince2
- Proven program portfolio delivery, including resource alignment, governance model, program operate model setup, leading teams to positive outcomes, navigating team through interdependencies between components
- Experience in creating points of view on relevant industry trends, solutions, methodologies, and analytical frameworks and tools to bring strategic perspectives to existing solutions
- The candidate must have experience in three of the following technical competencies
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Senior Financial Services Office Technology Consulting Resume Examples & Samples
- A bachelor’s degree in Business Administration, Computer Science, Finance, Accounting, Engineering or a related field, with 2+ years post-bachelor’s relevant consulting/work experience
- Strong communications, facilitation and presentation skills, leveraging PowerPoint/Excel/Word/ Visio/MS Project
- Experience in project delivery, including configurations, release and change management
- Knowledge of integration plans, integration reports and test procedures
- Experience in scheduling and delivering implementations that include multiple components with tight interdependencies between these components
- Demonstrated project/program management skills in a cross-functional coordination role
