Advisory Financial Services Resume Samples
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Advisory Financial Services Resume Samples
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JG
J Gleichner
Jude
Gleichner
802 Schowalter Stream
Philadelphia
PA
+1 (555) 496 2558
802 Schowalter Stream
Philadelphia
PA
Phone
p
+1 (555) 496 2558
Experience
Experience
Philadelphia, PA
Advisory Financial Services
Philadelphia, PA
Hane-Leannon
Philadelphia, PA
Advisory Financial Services
- Lead engagement teams in conducting due diligence fieldwork and deliver Market Risk, ALM/FTP risk-related projects to banking clients
- Support team lead in conducting due diligence fieldwork and deliver Market Risk, ALM/FTP risk-related projects to banking clients
- To create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers. PwC Advisory helps our clients with their most challenging imperatives from strategy through execution. We combine the breadth of knowledge of over 48,000 global professionals with deep industry knowledge to deliver custom solutions for our clients. We work with the world's largest and most complex companies and understand the unique business issues and opportunities our clients face
- Collaborate with other team members to develop service proposals, engagement documentation and reports
- Help our clients to design their cyber security strategy and roadmap, manage security project, conduct gap analysis, design process integration and conduct training & workshops; or from a technical perspective, to design client’s security architecture, implement and customize security solutions etc
- Provide IT advisory services to FS client in APAC with a focus in Shanghai, such as security transformation, Identity and Access Management (IAM), Cyber Threat Analytics and Management (CTM), Data Loss Prevention (DLP) and Resilience etc
- Understand client’s issues and expectation and communicate to manager and SME etc
Phoenix, AZ
Financial Accounting & Advisory Financial Services
Phoenix, AZ
Littel Group
Phoenix, AZ
Financial Accounting & Advisory Financial Services
- Conduct timely performance reviews and provide performance feedback/training. Lead by example
- Develop and maintain productive relationships with client management throughout the year
- Develop long-term relationships and networks both internally and externally
- Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments
- Stay informed of general business/economic developments and their impact to the client
- Participate in performing Canadian GAAP and IFRS analysis procedures, especially focusing on complex and/or specialized issues
- Delegate work successfully
present
San Francisco, CA
Consultants Digital Transformation IT Advisory Financial Services
San Francisco, CA
Zemlak LLC
present
San Francisco, CA
Consultants Digital Transformation IT Advisory Financial Services
present
- Design and improvement of digital operating models for banking operations and service management
- Participate in business development initiatives
- Digital transformation program management
- Develop people through effectively supervising, coaching and mentoring staff
- Help manage the financial aspects of engagements (staffing, tracking fees and communicating issues to project leaders or engagement partners)
- Deep knowledge of at least one of the following functional domains: Lending, Investment, Payments, Daily Banking, Life / Non-life insurance
- Coordinating the creative design and prototyping of digital products
Education
Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
University of North Texas
Bachelor’s Degree in Computer Science
Skills
Skills
- Good project management skills with the ability to multi-task under pressure and tight deadlines
- Attention to detail with a commitment to high quality and accuracy
- Excellent written and spoken English
- Good presentation, communication, writing and analytical skills
- Good communication and writing skills
- Proficient IT skills (Word, Excel, Power Point); (VBA, SPSS etc is a plus)
- Self-motivated, positive attitude
- Willing to travel to deliver projects
- Understanding Treasury/financial instruments is
- Willing to travel for extended period of time (e.g. several weeks in a row) to deliver projects
Read our complete resume writing guides
1
Consultants Digital Transformation IT Advisory Financial Services Resume Examples & Samples
- Participate in, or lead IT Advisory engagements
- Help manage the financial aspects of engagements (staffing, tracking fees and communicating issues to project leaders or engagement partners)
- Develop people through effectively supervising, coaching and mentoring staff
- Contribute to people-related initiatives including recruiting, retaining and training IT Advisory professionals
2
Advisory Financial Services Resume Examples & Samples
- Lead engagement teams in conducting due diligence fieldwork and deliver Market Risk, ALM/FTP risk-related projects to banking clients
- Manage productive working relationships with client personnel at appropriate levels
- Support subject matter experts (“SME”) in communicating leading practice/sharing experience to client
- Understand client’s issues and expectation and communicate to manager and SME etc
- Support manager in preparing deliverables
- Keep abreast of professional development and regularly expand technical competence
- Positive attitude and demonstrate willingness to learn
- Work constructively with team
- Graduates from Finance / Economics / Accounting / Mathematics; (mathematical finance is a plus)
- Excellent written and verbal communication skills in English (other language is a plus)
- High level of motivation and drive to start a career in professional services
- Relevant qualifications to financial service i.e CFA, FRM etc is a plus
- Minimum of 3 years in a professional services/banking environment
- Minimum of 2 years of experience in ALM/FTP/MR management and familiarized policies and processes related one of those areas
- Sound computer literacy and data analytic tools (e.g. SPSS, SAS, SQL, MS Excel, Word and Power Point essential)
- Good presentation, communication, writing and analytical skills
- Good project management skills with the ability to multi-task under pressure and tight deadlines
- Willing to travel for extended period of time (e.g. several weeks in a row) to deliver projects
- Willing to travel to deliver projects
3
Advisory Financial Services Resume Examples & Samples
- Support team lead in conducting due diligence fieldwork and deliver Market Risk, ALM/FTP risk-related projects to banking clients
- Interact with the client in order to collect all the necessary data/information, set-up and maintain advisory files, prepare leads, translate advisory documents as well as support subject matter experts etc
- Other Qualifications related to financial analytics is a plus
- Interest in the different fields of financial advisory
- Proficient IT skills (Word, Excel, Power Point); (VBA, SPSS etc is a plus)
- Understanding Treasury/financial instruments is a plus
- Familiarity with Basel II requirements, risk modelling, statistics, banking experience are preferable
- Good communication and writing skills
- Self-motivated, positive attitude
- Attention to detail with a commitment to high quality and accuracy
- Desire to exceed expectations
4
Advisory Financial Services Resume Examples & Samples
- Provide IT advisory services to FS client in APAC with a focus in Shanghai, such as security transformation, Identity and Access Management (IAM), Cyber Threat Analytics and Management (CTM), Data Loss Prevention (DLP) and Resilience etc
- Help our clients to design their cyber security strategy and roadmap, manage security project, conduct gap analysis, design process integration and conduct training & workshops; or from a technical perspective, to design client’s security architecture, implement and customize security solutions etc
- Demonstrate and apply a thorough understanding of complex cyber security solutions and framework systems (including risk management and internal controls), use knowledge of the current business/IT environment and industry trends to identify the engagement and client service issues and communicate this information to the engagement team and client management through written correspondence and verbal presentations
- 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
- Collaborate with other team members to develop service proposals, engagement documentation and reports
5
Advisory Financial Services Negotiations Director Resume Examples & Samples
- Cost and pricing methodologies in the professional services industry and of US sourcing and contracting standards as well as customary contract terms
- Application of procurement and other-related policies and rules, understanding related functions (e.g., contracting principles and standards) in order to develop proposals
- Establishing and delivering national thought leadership, including leading practices, lessons learned, tool, etc., bringing previous professional experiences to drive negotiation expertise within a business unit
- Managing large and complex contract negotiations with the "C" suite of Fortune 1000 companies, developing creative deal structures that will integrate with the Firm's existing financial and risk priorities
- Structuring contracts and provisions--leveraging complex analytical, review and drafting skills--that reflect bilateral performance commitments (client and service provider) tied to lifecycle methodologies, milestones, product-based delivery, and service-based delivery
- Negotiating projects involving technology and consulting solutions with complexities, such as multi-year, multi-currency, cross territory, outsourcing service level agreements (SLAs), complex breach and termination clauses (for convenience and for cause), multi-phase, et al
- Establishing sustainable models to understand promised versus delivered economics on live projects, as well as developing new processes to drive the management of pricing strategies and considerations when negotiating complex deal structures
- Leveraging negotiation and strategies and techniques within large corporate environments to influence and gain consensus to accomplish business objectives, as well as to develop effective and collaborative relationships--teaming with all levels of leadership and staff, both client-facing and internal operation
6
Advisory Financial Services Core AML Manager Resume Examples & Samples
- AML/BSA and OFAC laws and regulations as well having a thorough understanding and experience of how to apply such requirements in a business
- Banking products and services and Banking operations
- Banking processes (commercial, retail, private banking, broker dealers) and transactional flows
- Common and emerging issues impacting Financial Services clients
- Development of solutions related to strategy, operations and management in a number of functional areas of corporations or start-up companies. - Corporate compliance, including developing, analyzing and assessing corporate compliance programs; constructing, monitoring and auditing programs; managing internal risk assessment and investigations, collaborating with organization management to integrate compliance controls into the scope of existing business practices; developing and delivering compliance training, and managing incident management systems
- Customer on-boarding procedures including CIP, CDD, and EDD
- Working with transaction monitoring solutions, investigating potential suspicious activity
- Working with OFAC/Sanctions and screening programs
- Working with AML policies and procedures
- Developing AML and OFAC risk assessments
- Leveraging project management and project facilitation skills, especially with leading and facilitating teams and developing client proposals. - Identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. - Developing risk management programs, including risk monitoring and reporting, risk assessment and prioritization, and the facilitation of the definition of an organization's risk appetite and risk tolerance in alignment with their organization's strategy
7
Advisory Financial Services Banking Technology Manager Resume Examples & Samples
- Leading and/or facilitating teams to develop client proposals, leveraging extensive business development and relationship management know-how
- Identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting comprehensive written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
- System application implementations, software configurations, or other related coding in the following technological product suites? Salesforce.com, SAP, Oracle, Marketo and related cloud and/or on-premise ERP business applications
8
Financial Accounting & Advisory Financial Services Resume Examples & Samples
- Participate in performing Canadian GAAP and IFRS analysis procedures, especially focusing on complex and/or specialized issues
- Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments
- Use technology to continually learn, share knowledge with team members, and enhance service delivery
- Maintain an educational program to continually develop skills. Maintain cooperative relationships with other engagement teams
- Monitor the engagement team's progress against the plan and alter it when needed
- Generate new business opportunities
- Understand EY and its service lines and actively assess/present ways to apply knowledge and services
- Strong experience in banking or Insurance industry
- Demonstrate mastery of key concepts and principles related to process improvements, project management and change management; show an ability to apply these consistently in engagement settings
- Impeccable client relationship skills
9
Advisory Financial Services Digital Technology Manager Resume Examples & Samples
- Writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management
- Utilization of PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently, emphasizing the ability to capture effectively clients' needs and understand their systems enough to be able to translate those needs in to system functionality
- Produce deliverables within a diverse, fast paced environment, collaborate effectively across global teams and juggle multiple projects and initiatives simultaneously
10
Advisory Financial Services Digital Tech Senior Associate Resume Examples & Samples
- Implementing technology solutions to help streamline organizational needs and meet legal-related and industry-specific compliance standards and regulations
- Software configuration, Mobile solutions, Apex coding, or Visualforce coding experience inSalesforce.com and/or Veeva
- Utilization of PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently, emphasizing the ability to capture effectively clients' needs and understand their systems enough to be able to translate those needs in to system functionality; and,
11
Advisory Financial Services Digital Technology Senior Associate Resume Examples & Samples
- RPA implementations, including strategy design, business case development, governance, risk
- Knowledge of economics of RPA ecosystem, including licensing arrangements and various deployment models
- Some experience with broader business process re-engineering efforts (Lean, workflow design, etc.)
- Sector based functional knowledge in either Banking and Capital Markets, Insurance, or Asset Management; and,
- Prior consulting experience in Financial Services a +
12
Advisory Financial Services Digital Technology Manager Resume Examples & Samples
- Hands on experience in Financial Services with implementation of Robotic and Intelligent Process Automation tools, such as Automation Anywhere, Blueprism, UIPath, and Workfusion
- Experience leading enterprise wide RPA implementations, including strategy design, business case development, governance, risk
- Sector based functional knowledge in either Banking and Capital Markets, Insurance, or Asset Management
- Prior consulting experience in Financial Services A +
13
Advisory Financial Services Digital Director Resume Examples & Samples
- Leading Applications Strategy and Integration engagements within a consulting services organization emphasizing Enterprise Architecture, Business Process Transformation and IT Systems Implementation
- Providing thought leadership when applying methodologies, managing architectural project elements, and setting technical direction and training teams in using consulting techniques
- Designing and delivering innovative solutions from concept through implementation in a complex environment, including proven success in an Architect role
- Guiding teams to adapt Enterprise Architect principles and providing reviews on the architecture and overall Quality Assurance of the project
- Leading teams to envision and prioritize requirements as well as developing solutions that exceed client expectations, including creating application implementation road maps, providing technology and architecture recommendations
- Identifying and addressing client needs: building solid relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks
- Leading teams: generating a vision, establishing direction, and motivating team members; understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; providing guidance, clarification and feedback to less experienced staff
- Communicating in an organized and knowledgeable manner in written and verbal formats including presenting to senior executives, developing lasting relationships, delivering clear requests for information and communicating potential conflicts
- Conducting quantitative and qualitative analyses of large and complex data
- Managing engagement(s): staying educated on current trends and assisting in the development of knowledge capital, contributing to project planning, engagement administration, budget management, and successful completion of engagement workstream(s)
- Leading and managing business development opportunities and/or engagements, as well as collaborating with business development teams, from pre-sale and initial scoping through final delivery and sign-off
- 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
14
Advisory Financial Services Digital Technology Senior Associate Resume Examples & Samples
- Knowledge and hands-on experience working with J2EE, Application Servers, XML/Web Services/ RDBMS
- Policy Center, Billing Center and/or Claim Center Integration development experience with relevant certification
- Any experience leading a team of developers is a plus
- Working with offshore teams with different times is preferred
- Previous experience designing, developing and deploying complex integrations working with Guidewire software and many multi-tier applications and systems
- Experience utilizing
- Previous work on various data structures and platforms from legacy flat files to complex relational models
- Previous experience with architecting and creating solution designs and effectively presents solution architecture with various options with estimates
- Previous experience implementing integration modules that can be reused, ensure loose coupling, easily scalable of various system and its components
- Previous experience developing GUnit/Junit tests
15
FSO Advisory Other Advisory Financial Services Resource Manager Resume Examples & Samples
- Work with Country leadership and the Area resourcing leaders to identify and provide the most appropriate resources to meet client needs
- Assist the business to make desired resourcing decisions by supporting the resourcing process and confirming commitment and adherence to resourcing guidelines
- Focusing on business utilization and future performance to effect change
- Regular liaison with stakeholders at all levels across the Country practice to understand services, requirements, capabilities and demand factors
- Regular liaison with senior stakeholders across the business to understand the opportunity pipeline and market activity
- Support other people related activity such as delivering career experiences and opportunities to staff
16
Advisory Financial Services Digital Technology Director Resume Examples & Samples
- Leveraging knowledge related to Cloud Management Platforms, Virtualization Strategies, Automation and Orchestration Strategies, Public Cloud Platforms, Cloud Capacity/Performance Optimization, and Application Migrations to a Cloud Platform with a clear understanding of how an IT organization capitalizes upon technology to enable the business
- Leading transformational projects related to IT Architecture, Engineering, Operations, Security and Digital adoption
- Applying DevOps strategies, designs, implementations, and tools capabilities/functionalities; and,
- Leading client-facing business development at a C-suite level, engagement delivery, practice development and thought leadership
- Designing dynamic large-scale cloud environments and implementing a variety of digital platforms and a perspective on the various cloud offerings in the marketplace
- Applying knowledge and skills in cloud container services (e.g. ECS), storage services (e.g. EBS), and database services (e.g. RDS); digital or infrastructure deployments that includes managing projects related to highly virtualized solutions, digital convergence, outsourcing or systems integrations, network engineering, and cybersecurity
- Identifying and addressing
- Serving
17
Advisory Financial Services Digital Technology Manager Resume Examples & Samples
- Leading large-scale initiatives emphasizing the strategy, design and development of Platform-as-a-Service, Infrastructure-as-a-Service, Software-as-a-Service cloud platforms that extend to private and public cloud deployment models
- Leading efforts and leveraging knowledge related to Cloud Management Platforms, Virtualization Strategies, Automation and Orchestration Strategies, Public Cloud Platforms, Cloud Capacity/Performance Optimization, and Application Migrations to a Cloud Platform with a clear understanding of how an IT organization capitalizes upon technology to enable the business
- Managing transformational projects related to IT Architecture, Engineering, Operations, Security and Digital adoption
- Applying DevOps strategies, designs, implementations, and tools capabilities/functionalities
- Leading and collaborating with middle and senior management on client-facing business development, engagement delivery, practice development and thought leadership engagements; and,
- Developing and maintaining of client relationships, and the management of multiple and simultaneous, complex work streams or engagements
- Designing dynamic large-scale cloud environments with a background in implementing a variety of digital platforms and a perspective on the various cloud offerings in the marketplace
- Having certified training in cloud container services (e.g. ECS), storage services (e.g. EBS), and database services (e.g. RDS)
- Leading digital or infrastructure deployments that includes managing projects related to highly virtualized solutions, digital convergence, outsourcing or systems integrations, network engineering, and cybersecurity
- Implementing major infrastructure management platforms (e.g. BMC, HP, CA, VMWare, etc.), automation, and orchestration (e.g. Chef, Puppet) and public cloud vendors (e.g. AWS, Rackspace, Google Cloud Platform, Azure and Office 365 etc.)
- Identifying and addressing client needs including developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities, preparing and presenting complex written and verbal materials, and defining resource requirements, project workflow, budgets, billing and collection
- Leading a team and creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, providing candid, meaningful feedback in a timely manner and keeping leadership informed of progress and issues; and,
- Contributing to the development of thought leadership materials and support the practice with the goal to be recognized in the Information Technology industry as a continued leader in the digital and cloud community
18
Advisory Financial Services Digital Technology Senior Associate Resume Examples & Samples
- Serving in a specialist role in a project related to Cloud Management Platforms, Virtualization Strategies, Automation and Orchestration Strategies, Public Cloud Platforms, Cloud Capacity/Performance Optimization, and Application Migrations to a Cloud Platform with a clear understanding of how an IT organization deploys technology to support the business
- Understanding of concepts related to IT Architecture, Engineering, Operations, Security and Digital adoption
- Applying DevOps related concepts and how those concepts can be applied towards developing solutions for our clients
- Developing strategy as well as writing, communicating, facilitating, and presenting cogently to all levels of industry audiences, clients and internal staff and management including creating course materials, presentation slides, practice marketing materials, change management plans, project plans, workshops for various internal and external clients and audience levels
- Leveraging IT strategy, roadmaps, architecture, engineering, operations, policy/processes/ best common practices, innovation and program delivery
- Conducting project engagements including meeting client expectations and respecting the work-life quality of team members, serving as a mentor and role-model to junior staff members, and keeping leadership informed of progress and project related issues; and,
- Assisting clients to establish a technology direction/implementation while inspiring team members to create a positive atmosphere that encourages improvement and innovation
- Applying subject matter specialization related to digital platforms or IT infrastructure; training in cloud container services (e.g. ECS), storage services (e.g. EBS), and database services (e.g. RDS)
- Implementing major infrastructure management platforms (e.g. BMC, HP, CA, VMWare, etc.), service catalog, virtualization, automation, and orchestration (e.g. Chef, Puppet) and public cloud vendors (e.g. AWS, Rackspace, Google Cloud Platform, Azure and Office 365 etc.)
- Identifying and addressing client needs including developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify new service opportunities, preparing and presenting complex written and verbal materials, and defining resource requirements, project workflow, budgets, billing and collection; and,
- Communicating technical concepts in a clear manner both verbally and in writing, to advance business initiatives
19
Advisory Financial Services Digital Technology Director Resume Examples & Samples
- Assessment, design and delivery of a client's current HCM (Talent, Compensation, Etc) processes based on leading practices
- Third party integrations and functionality and impact of these integrations
- Technical acumen of the Workday system configuration, especially cloud integrations
- Management of teams with multiple work streams
- Design of designing deliverables and proposals that address client needs within the professional services industry
- Strategy development
20
Advisory Financial Services Digital Experienced Associate Resume Examples & Samples
- Transaction lifecycles of Financial, Healthcare, Federal and Product and Services products
- Financial operations, including the financial close, planning and forecasting processes
- Creating a positive environment
21
Advisory Financial Services Digital Technology Manager Resume Examples & Samples
- Development, assessment and implementation of Information Technology (IT) solutions that parallel project management, process improvement, technology deployment, and other business advisory initiatives
- Sales and business development related to the development and maintenance of client relationships, and the management of multiple and simultaneous complex work streams or engagements
- Service Strategy and Design
- Service Desk, Incident, and Problem Management
- Request Management / Fulfillment
- Asset and Configuration Management
- Change and Release Management
- IT Financial Management
- Service Catalog and Service Portfolio Management
- Cloud solutions and implementation
- Data Center and Process Automation
- HP Service Manager/Asset Manager (Legacy Peregrine)
- HP Server Automation/Operations Orchestration (Legacy Opsware)
- HP UCMDB/DDM (Legacy Mercury
- HP Operations Manager
22
Advisory Financial Services Digital Technology Senior Associate Resume Examples & Samples
- Project governance, e.g. organizational and process aspects
- Risk management and analysis, e.g. risk register, risk modeling, root cause analysis
- Issue management
- Construction of project management controls, e.g. schedule and cost control, change management
- Complex schedule analysis, e.g. critical path, schedule compression/time-cost trade-offs, change impacts
- Performance metrics and project reporting
- Quantifying cause and effect of delays using project and portfolio management applications
- Identifying and implementing process improvements that help clients achieve their business objectives; and,
- Employing industry-leading practices to improve project performance
- Management and coordination of technology plan, build, run initiatives
- Technology platforms, including centralized, distributed, cloud-based, mid-range and database technologies
- Collaboration across functional areas, Development, QA and Operations, to assure technical credibility of a released technology
- Technical resource alignment for technical progression of program content
- Enterprise IT Services organizations and other Business Area IT Service Organizations pertaining to the delivered technology solution coordination; and,
- Indirect IT Procurement, Asset Management, and Logistics including: IT Procurement and Supply Management; Asset management, hardware, software licenses, inventory; Vendor agreements, and Program support coordination
- Managing and delivering highly complex Infrastructure technology projects in accordance with PMI/ industry-leading practices
- Building high performing teams, including providing meaningful written and verbal real-time feedback
- Managing multiple projects and teams concurrently
- Developing innovative solutions to complex problems, independently and proactively
- Utilizing multiple technologies, e.g. project control tools, statistics and risk packages, and Microsoft Office suite, including MS Project
- Managing project workflow, resources, and budgets
- Communicating technical concepts in a clear manner, verbally and in writing, to advance business initiatives
- Developing and building out a new service offering; and,
- Leading development of proposals that strategically articulate the value of service offerings to generate new projects
23
Advisory Financial Services Digital Senior Associate Resume Examples & Samples
- Mobile, digital marketing / demand generation, user experience, digital payment methods, or digital or ecommerce (B2B and/or B2C)
- Digital related technologies and how they impact the overall digital strategy
- Researching and analyzing pertinent client, industry, and technical matters, including leveraging the ability to problem-solve, prioritize, and manage multiple tasks simultaneously
- Proven record of success demonstrating the ability to self-motivate and take responsibility for personal growth and development
24
Advisory Financial Services Digital Manager Resume Examples & Samples
- Writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management; and reviewing the work of team members
- Leveraging customer digital knowledge and analytical skills, especially as it relates to project management, project facilitation, and the development of client proposals
- Researching and analyzing pertinent client, industry, and technical matters, including leveraging the ability to problem-solve, prioritize, and manage multiple tasks simultaneously for self and others
- Proven record of success demonstrating the ability to self-motivate and take responsibility for personal growth and development while mentoring junior members of the team
- Proven extensive analytical skills with the ability to translate complex problems into simple and actionable tasks
- Prior consulting experience in a large firm
25
Audit & Risk Advisory Financial Services Industry Resume Examples & Samples
- Extensive diary management on Outlook
- Comprehensive secretarial support for the assigned Partners and teams
- Organising and booking travel arrangements
- Arranging and coordinating meetings
- Maintaining the contacts on Outlook/Smartnet
- Expense reports and billing in SAP platform
- Working collaboratively with other team members and other business units
- Good knowledge of Microsoft office package (Word, Excel, PowerPoint and Outlook)
- Excellent organizational skills and ability to work independently, whilst maintaining contact with colleagues at all levels, including those working remotely
- Excellent written and oral communication skills in French & English (German is a plus)
- Ability to work accurately and effectively under pressure and to prioritize workload, whilst remaining calm and composed
- Positive attitude, with a willingness to provide the highest level of internal and external client service, discretion and personal sensitivity in all aspects of the role
- Demonstrate a willingness to own/solve problems as they arise, but also have the ability to identify issues for referral
26
Advisory Financial Services Digital Tech Senior Associate Resume Examples & Samples
- Knowledge of P&C Insurance domain (Policy, Claims, and Billing applications as per product requirements)
- Knowledge and demonstrated ability with Java or GOSU programming
- Knowledge of J2EE, Application Servers, XML/Web Services/ RDBMS
- Experience writing business rules and other business logic
- Experience working within a development team using Agile methodology to deliver User stories
- Prior experience performing minor and major Guidewire software upgrades
27
Advisory Financial Services Digital Technology Exp Associate Resume Examples & Samples
- Application development with multi-tier architectures using C#, ASP.NET, Winforms, Angular, MVC with .NET Framework 4.0/4.5
- Object Oriented software design and architecture experience of using best practice (from Microsoft), design patterns, software framework development
- Database skills, preferring experience with SQL Server (2012) with other DB objects such as stored procedures, functions, views, triggers, SSRS, SSIS etc
- Team collaboration tools/source control programs, preferably Team Foundation Server
- Utilizing financial industry experience, preferably with Market data
- Utilizing big data (MongoDB/NoSQL) an added advantage
- Collaborating with offshore team(s)
- Applying strong business sense to capture and fulfill the business requirements for all products and articulate in an architecture model
28
Advisory Financial Services Digital Technology Manager Resume Examples & Samples
- Demonstrated ability with Java or GOSU programming
- Knowledge of Property and Casualty Insurance domain (Policy, Claims, and Billing applications as per product requirements)
- Experience documenting business and functional requirements for complex projects, managing technical teams
- Leading Applications Strategy and Integration engagements
- Providing thought leadership when applying methodologies, managing architectural project elements, and setting technical direction
- Designing and delivering innovative solutions from concept through implementation
- Leading teams to envision and prioritize requirements, creating application implementation road maps
- Managing and providing oversight of all technical issues
- Policy Center, Billing Center and/or Claim Center Integration development with relevant certification. Minimum Guidewire version is 7.x and above
- Previous experience with the design, development, modification and deployment of software, including object-oriented programming concepts
- Experience with Agile methodology, Source version control, and Release management
- Previous experience working a Middleware platform like Websphere ESB, MuleSoft, Webmethods or similar software platform is plus
- Experience designing, developing and deploying complex integrations working with Guidewire software and many multi-tier applications and systems
- Experience utilizing technical experiences in Java/Gosu to build and maintain integrations for multi-platform applications
- Experience working with J2EE, Application Servers, XML/Web Services/ RDBMS
- Experience with architecting and creating solution designs and effectively presents solution architecture with various options with estimates
- Experience implementing integration modules that can be reused, ensure loose coupling, easily scalable of various system and its components
- Experience developing GUnit/Junit tests for testing business logic
- Experience designing and developing batch processes inside Guidewire Centers and also external batch process that connects with Guidewire systems
- Ability to configure workflows based on business requirements and logic
- Ability to design and develop adapters and service APIs and Plugin components based on business requirements
- Experience resolving issues identified during testing of the various integration requirements
- Experience working with a development team using Agile methodology to deliver software
- Ability and prior experience assisting in GOSU and integrations code reviews, code cleanups and helping to perform sprint demos
- Experience organizing code merges and environment management tasks
- Experience performing minor and major Guidewire software upgrades
- Experience conducting quantitative and qualitative analyses of large and complex data
- Ability to manage engagement and implementation efforts, contributing to project planning, engagement administration, budget management, and completion of engagement workstream
- 3+ year of specialized experience in software delivery or software development (Java/JEE)
- JBoss, Weblogic, WebSphere
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Advisory Financial Services Resume Examples & Samples
- To create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers. PwC Advisory helps our clients with their most challenging imperatives from strategy through execution. We combine the breadth of knowledge of over 48,000 global professionals with deep industry knowledge to deliver custom solutions for our clients. We work with the world's largest and most complex companies and understand the unique business issues and opportunities our clients face
- Operations and administration of Financial, Healthcare, Federal , Product and Services businesses
- Data and systems interactions including IT tools and technology
- Documentation and the identification of key controls within the transaction lifecycle Skills Preferred: Demonstrated some proven ability and success with utilizing tools and techniques to contribute to the delivery of financial effectiveness strategies for global, financial service clients, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to prepare new client proposals Demonstrated some proven ability and success with working collaboratively and independently to address client needs by
- Communicating a broad range of PwC services
- Preparing concise, accurate documents Demonstrated some proven ability and success with serving as a team member by
- Respecting the work-life quality of team members
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Advisory Financial Services Digital Technology Manager Resume Examples & Samples
- Assessing and appraising the maturity of existing test organizations against the full lifecycle of a defined Testing Methodology, identifying and implementing recommendations to lead clients to a higher level of maturity and improve efficiencies, Managing Test Delivery engagements, including Development Integration Testing (Component/Feature Testing), System Integration Testing (SIT), User Acceptance Testing (UAT) and Production Acceptance Testing (PAT)
- Managing engagements around assessments, design and implementation, leveraging leading practice application and integration testing
- Evaluating end-to-end integrated systems and recommending action plans
- Providing testing recommendations, org. designs and other process recommendations
- Developing and maintaining high-level design plans for logical and technical IT systems architecture
- Leading strategic decision-making down to the project planning levels
- Developing and executing strategic business plans, requirements, and processes across industries
- Managing technical and business teams evaluating technologies and methods for implementing high-level architectural plans; and
- Providing architectural consulting advice, direction and assistance to Systems Analysts, Systems Engineers and other Systems Architects. Skills Preferred: Demonstrates proven extensive abilities with leading QA/QT engagements providing clients with a program, methodology, tools and templates to capture and classify their application portfolios, analyze functional redundancies, assess performance considerations and calculate total cost of ownership, which includes
- Testing tools certification, SDLC methodology certification (ITIL etc.), Project Management (PMP) Certification, Functional and/or System Test experience; development and review of Test Plans and Scripts, Quality Center and other Testing tools and/or Testing tool certifications
- Identification and addressing of client needs: building solid relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Proven extensive abilities with creative thinking and problem solving skills, individual initiative and the following
- As a team leader, generating a vision, establishing direction, and motivating team members; understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback; providing guidance, clarification and feedback to less experienced staff
- Communicating in an organized, knowledgeable manner in written and verbal formats: presenting to senior executives, delivering clear requests for information and communicating potential conflicts
- Managing engagement teams or workstreams , staying educated on current trends and assisting in the development of knowledge capital; contributing to project planning, engagement and budget management, and workstream completion
- Identifying and addressing client needs while displaying abilities to contribute to business vision development and manage implementation efforts with complex project management capabilities
- Collaborating with business development teams on proposals. Proven extensive technical skills in MS Office and Lotus Notes
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Advisory Financial Services Digital Tech Senior Associate Resume Examples & Samples
- Assisting with assessments and appraising the maturity of existing test organizations against full life cycles of a defined Testing Methodology
- Helping to implement recommendations that lead clients to a higher level of maturity and improve efficiencies
- Assisting in engagements which may include Development Integration Testing (Component/Feature Testing), System Integration Testing (SIT), User Acceptance Testing (UAT) and Production Acceptance Testing (PAT), Supporting responses for proposal documents and project teams for client engagements
- Helping to implement testing recommendations, organizational designs and other process recommendations
- Performing Quality Assurance and Testing-related work
- Providing technical and consulting support from Quality Assurance & Testing-related activities and functions
- Understanding of SDLC. Skills Preferred: Demonstrates thorough ability and/or a proven record of success with leading Quality & Assurance Testing engagements that provide clients with a program, methodology, tools and templates to capture and classify their application portfolios, analyze functional redundancies, assess performance considerations and calculate total cost of ownership, which includes thorough abilities to utilize the following: Testing tools certification, SDLC methodology certification (ITIL etc.), Project Management (PMP) certification, Functional / System Testing abilities, Test Plan reviews and developments, Test Script development, Quality Center and other testing tools and/or testing tool certifications, Automation of performance metrics and technologies that Supporting this, including Microsoft Access, Microsoft SharePoint, and Program Assessment Rating tool. Demonstrates proven thorough abilities as a team member: understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback; providing guidance, clarification and feedback to less-experienced staff. Demonstrates proven thorough abilities that include creative thinking and problem solving skills, individual initiative and the following abilities: -Communicating in an organized and knowledgeable manner in written and verbal formats including delivering clear requests for information and communicating potential conflicts
- Collaborating with business development teams responsible for writing and presenting proposals to prospective clients
- Supporting practice management for a specific operation or process
- Managing and/or contributing to project planning, engagement administration, budget management, and successful completion of engagement workstream(s). Professional working experience identifying and addressing client needs: building solid relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Proven thorough technical skills in MS Office (Word, Excel, Access, PowerPoint) and Lotus Notes
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Advisory Financial Services Digital Technology Senior Associate Resume Examples & Samples
- Configures screen layouts, including creation of new screens (PCFs)
- Experience configuring operational and administration related parameters such as roles and permissions, user attributes regions, activity patterns etc
- Experience resolving issues identified during testing in regards to the configuration requirements
- Experience assisting in GOSU code reviews, code cleanups and perform sprint demos
