Advisory Resume Samples

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O Will

Omari

Will

332 Durward Lakes

Los Angeles

+1 (555) 874 4899

332 Durward Lakes

Los Angeles

Phone

p +1 (555) 874 4899

Experience Experience

Boston, MA

Advisory

Boston, MA

Sawayn and Sons

Boston, MA

Advisory

Working with team members you will create high quality reports, ready for review by a Manager or Senior Manager
Develop risk management solutions and maintain productive working relationships with client management, and a commitment to client satisfaction
Assist in the development of efficiency tools and technological advancements in product development and day-to-day workflow
Work in multidisciplinary teams, providing insights and recommendations on people, processes and systems and work with clients to deliver improvements
Improve operational performance by analyzing our clients’ information technology controls and processes or security and risk management programs
Develops a broad-based network of internal strategic partners (sales, account managers, analysts etc.) to maximize growth through cross-selling opportunities
Perform gap analysis, review and implementation of technology risk management framework (e.g. end-user computing)

Phoenix, AZ

Operations Advisory

Phoenix, AZ

Lesch, Thompson and Klocko

Phoenix, AZ

Operations Advisory

Data management in asset management
Leading EY practice and people development activities (e.g. recruitment, counselling)
Providing quality assurance and monitoring risks
Management of one or more client engagements, with responsibility for quality of delivery as well as engagement financials
Developing long-term trusted advisor relationships and managing key EY accounts
Assessment of controls and operational risk framework
Asset management systems and technology architecture

present

Houston, TX

Advisory Performance Improvement

Houston, TX

Blanda LLC

present

Houston, TX

Advisory Performance Improvement

present

Supply chain/service transformation (cost reduction; productivity improvement; supply chain risk; organisation design; planning transformation; service transformation)
Operations performance transformation (operations performance assessment and improvement; process transformation; operations operational modelling; operations cost reduction)
Deep knowledge of the health systems in Ireland (north and south) and the UK - structure and organisation of the healthcare sector (providers, funders, commissioners and policy makers), their key issues and challenges, and current reform programs in these jurisdictions is essential. Knowledge of other health systems would also be beneficial
Building strong relationships within the broader Ernst & Young health team and across the different service lines of Advisory, Assurance, tax and Transaction Advisory Services
At least 5 years with a blue chip consulting firm or blue-chip industry/government organization in in healthcare, clinical / health service / health provider (e.g. pharma, med tech, pharma) background
Business development - identifying opportunities for business development and developing a pursuit plan
You will contribute to people initiatives including recruiting, retaining and training Performance Improvement professionals

Education Education

Bachelor’s Degree in Finance

Georgetown University

Bachelor’s Degree in Finance

Skills Skills

Detail oriented but able to quickly grasp the big picture
Detailed knowledge of vulnerability management, configuration management, software security, security tools and trends
Solid organizational skills especially ability to meet project deadlines with a focus on details
Possess in depth business acumen and demonstrate ability to quickly assimilate to new knowledge
Has basic or good knowledge of best practices and how own area of expertise integrates with others
Be professional, quickly establishing personal credibility and demonstrating expertise
Characteristics of a forward thinker and self motivator that thrives on new challenges and adapts quickly to learning new knowledge
Ability to manage a team of junior consulting professionals
Works quickly and is able to assist other team members where appropriate
Exposure to S/4 HANA Finance – GL Accounting, New Asset Accounting and CO – Cost Element Accounting & Profitability Analysis

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Business Continuity Advisory Resume Examples & Samples

Perform Business Continuity engagements across industry sectors and the Business Continuity life cycle, including BIA, risk assessment, BCP development, BC/DR test and exercise delivery, IT DR design and so on
Successfully contribute to BC/DR and other advisory engagements to agreed schedule, budget and scope
Satisfy the relevant engagement management processes, e.g. progress reporting, deliverables production, QA, timesheets, expenses, seeking and offering feedback, record-keeping and so on
Work within defined EY and client governance processes
Ensures that quality standards are met as prescribed by the client and EY internal QA
Meet EY’s independence requirements
Follows engagement approach, method and tools adopted by the engagement team
Understands engagement scope and approach and own role and responsibilities within the engagement team
Analytical and reporting skills needed to assimilate information gathered, determine findings supported by evidence and distil these findings into valuable insights that underpin clearly communicated concise conclusions and associated recommendations
Constructive analysis, feedback and quality assurance review of peers’ deliverables, deciding whether ready for partner review prior to sending to the client
Identify opportunities to provide additional client value through further services, both in Business Continuity and in other areas where EY has a strong capability and make appropriate colleague introductions
Experience of service delivery and of managing Business and IT Continuity projects or engagements with personal accountability for meeting management’s requirements
Knowledge of management consulting methodology, tools and techniques (includes interviewing for information, issue-based consulting, report writing, project planning, scope management, cost management)
Proficiency and use of industry-standard Business Continuity methods, tools and techniques e.g. BCI Good Practice Guide, ISO 22301, BIA
Strong team working skills, ideally demonstrated across matrixed client, supplier and geographically dispersed virtual teams
Excellent written and verbal communication skills – must be able to communicate fluently in English both verbally and in writing
Understanding of IT processes and organization as embodied in ITIL together with experience of IT DR and resilience architecture is highly desirable
Auditing, risk management and information security experience is beneficial
As a senior consultant you are expected to act independently to deliver engagements where you are the sole delivery resource to schedule, budget and scope; also capable of working effectively as part of a larger engagement team and supporting the overall engagement manager in achievement of objectives
Coaches, mentors and supports less experienced staff

Ops Advisory, Wealth & Asset Management Resume Examples & Samples

Minimum 2:1 degree/equivalent
Experience of asset management applications and understanding of overall software development lifecycle
Data Architecture, Data Quality and Data Governance Process Review / Design
Business Case Design – Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis
Roadmap Design – Project / Programme Planning, Estimation, Prioritisation
LI-MANUAL-POST-JOB*

Advisory Opportunities Resume Examples & Samples

Identifying and escalating potential business opportunities for EY on existing engagements
Anticipating and identifying risks and raising issues with senior members of the team as appropriate
In line with our commitment to quality, you'll determine that work is of high quality and is reviewed by the next-level reviewer
As an influential member of the team, you'll help to create a positive learning culture and will coach and counsel junior team members and help them to develop
A background in industry, consultancy or another large professional services firm
Excellent problem-solving and communication skills
Intellectual rigour and strong academic credentials
Leadership ability
A proactive and flexible approach to your work

Advisory Opportunities Resume Examples & Samples

With guidance from partners and directors, you'll take a lead in identifying and pursuing potential business opportunities for EY
Drawing on your knowledge and experience to create innovative insights for clients, adapt methods and practices to fit the team and cultural needs, and contribute to thought leadership
Responsibility for ensuring the engagement delivers within its budget
Consistently driving projects to completion and to determine that work is of high quality
Responsibility for creating a positive learning culture and will coach and counsel many levels of team members and help them to develop
Business development in shaping and winning client proposals and generating sell on from existing engagements
Understanding of the financial running of a project and engagement
Demonstrated business development skills

Operations Advisory Resume Examples & Samples

Ambition to build / develop a career in advising insurance clients around operational improvement and revenue enhancement at EY
Strong track record in project delivery
Good understanding of the insurance value chain (including acquisition, distribution, customer management, underwriting, claims management, policy servicing and reinsurance)
Strong interest and commitment to developing and delivering leading edge solutions to insurance industry clients
Ability to develop impactful written presentations and participate effectively in meetings with senior clients
Potential to develop strong client relationships at all levels
Ability to work under limited supervision (self-starter) in unstructured environments
Understanding of front and back office functions and processes
Operational improvement / transformation experience – an understanding of how change can be enabled through operating model design, technology, process improvement, business requirements definition, applications and technology platforms
Revenue enhancement/distribution strategy experience, including market assessment, opportunity identification, channel dynamics, business planning

Operations Advisory Resume Examples & Samples

Front to back business process transformation
Operating Model design and implementation
Analysis and implementation of changes driven by global regulatory reform
Management of one or more client engagements, with responsibility for quality of delivery as well as engagement financials
Developing long term trusted advisor relationships with our clients
Taking leading role in development of EY solutions and supporting tools and methods
Building and leading high performing teams
Demonstrating in depth knowledge and experience in one or more market areas and technical skills
Identifying and leading pursuit of opportunities for new business
Leading EY practice and people development activities (e.g. recruitment, counselling)
Liaising with EY service line teams, account teams and functional specialists
Successful track record in the capital markets industry, gained through senior roles in a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier bank or financial markets infrastructure firm
In depth knowledge of current market trends in Capital Markets
Broad knowledge of the spectrum of capital markets product areas (including OTC and exchange traded derivatives, equity and fixed income securities, commodities and FX) and in depth expertise in at least one area
Excellent understanding of end to end process flows for the various capital markets participants (broker/dealers, asset managers, prime brokers, custodians, market infrastructure)
Extensive experience of key investment bank functional areas, including client onboarding, settlements, trade services, prime brokerage, trade / transaction reporting, clearing, collateral management, cash management, operational risk and controls, operational metrics
UK market knowledge
Ambition to build / develop a career in advising Capital Markets clients
Proven ability to identify, develop, take to market and deliver leading edge solutions
Commercially focussed – demonstrates ability to develop and maintain strong client relationships / network and sell solutions
Ability to successfully deliver multiple engagements, exceed client expectations, manage commercial aspects (e.g. contracts, billing and budgets), and manage quality and risk
Ability to manage multiple senior stakeholder communities with varying levels, experiences and agendas
Maximize team performance - accountability for ensuring a collaborative and committed way for teams to work effectively together, providing coaching and leadership, and sharing knowledge
Ability to develop impactful written presentations and confidently run meetings with senior clients
Excellent graduate level education
Regulatory and Risk Transformation – EMIR, MiFID I and II, Dodd Frank, CSDR, T2S
Process Improvement - Business Process Re-engineering (BPR), Business Process Management (BPM), Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling
Operating Model Design - Target Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring
Front to back controls – operational risk frameworks, governance models, control standards, control processes, metrics
Legal entity restructuring –coordination of the above areas plus legal, capital, tax, risk and regulatory input, migration planning and implementation

Operations Advisory Resume Examples & Samples

Managing a portfolio of clients and assignments and/or leading major assignments
Managing the development and delivery of high quality proposals
Acting as a career counsellor to a small team and being involved in the recruitment process as required
Successful track record in asset management or asset servicing gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy or a top tier Asset manager
Appreciation of current market trends in asset management, asset servicing and funds
Good experience of one or more of the following: OTC / ETD derivatives processes, front office processes, investment operations, fund accounting, outsourcing
Ambition to build / develop a career in advising asset management clients
Strong interest and commitment to developing and delivering leading edge solutions to asset management industry clients
Shows potential to develop strong client relationships
Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines
Ability to work under limited supervision ("self starter") in unstructured environments
Understanding of asset management functions and processes in Operations and inter-relationships with Front Office, Service Providers
Experience of one or more asset management applications and understanding of overall software development lifecycle would be advantageous
Operations change management / transformation experience, including an understanding of IT, spanning some / all of the following areas
Operating Model Design - Target Operating Model, Business Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring, Insourcing / Outsourcing
Process Improvement - Business Process Re-engineering (BPR), Business Process Transformation, Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Mapping, Process Flow Definition & Design,
Business Requirements Definition - Functional Requirements Definition, Use Case Definition, System / Package Requirements Definition, Business Analysis, Vendor Selection
Business Case Design - Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis
Roadmap Design - Project / Programme Planning, Estimation, Prioritisation

Operations Advisory Resume Examples & Samples

Demonstrable sector experience
Consulting or change management experience
Speciality knowledge in one of the following areas
Product/ proposition development or customer engagement and analytics
Regulatory agenda and organisational implications
Platform development, launch and integration
System implementation, migration improvement or decommissioning
Operating Model design and planning activity
Cost reduction initiatives
Operational Improvement
Business process optimisation

Advisory Opportunities Resume Examples & Samples

Creating innovative commercial insights for clients, adapting methods and practices to fit operational teams and cultural needs, and contribute to thought leadership
Actively contributing to improving operational efficiency on projects and internal initiatives
Consistently driving projects to completion and determine that work is of high quality
Leading teams or parts of teams on engagements, depending on the size of engagement, under the responsibility of higher levels
Anticipating and identifying risks and escalating issues as appropriate
Strong Leadership skills

Operations Advisory Resume Examples & Samples

Understanding of wealth management functions and processes in Operations and inter-relationships with Front Office, Product Management, Risk and Finance
Experience of one or more wealth management applications and understanding of overall product or service development lifecycle would be advantageous
Customer and/or Operations change management / transformation experience, spanning some / all of the following areas
Market Propositions - Business Model Optimisation, Growth and Diversification Strategies, Competitor Positioning, Market Entry and Optimisation, Cross Bordering, Distribution Channels
Customer, Product or Service Strategy – Segmentation, Distribution Strategies, Portfolio Management, Relationship Management Models, Product Management, Brand Management, Client Acquisition and On-boarding
Process Improvement - Business Process Re-engineering (BPR), Business Process Transformation, Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Mapping, Process Flow Definition & Design, Business Case Design – Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis, Roadmap Design – Project / Programme Planning, Estimation, Prioritisation
Successful track record in Wealth Management gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier Wealth Manager, and/or a relevant infrastructure firm (e.g. wealth management banking platforms, wrap / trading platforms)
Good (in depth at Manager level) understanding of one or more wealth management product or service areas (including customer segments / strategy, advisory capabilities, distribution channels, portfolio management, relationship management, product and service design)
Appreciation of major industry issues and current market trends in mass affluent and/or wealth management markets
Good understanding of wealth market segmentation, end to end sales, service and/or performance management processes
Track record of successful delivery on projects for wealth management clients (for Manager level, in project management or team leadership roles)
Whilst a European / global perspective is important, experience of the UK market in particular is also necessary
Ambition to build / develop a career in advising wealth management clients around Customer and Operations improvements at EY
Market network / knowledge (Manager level only)

Operations Advisory Resume Examples & Samples

Front to back assessments
Operating Model Assessments
Assessment of controls and operational risk framework
Process Transformation
Impact Assessments of EU/ US Regulation
Business process strategy and redesign
Developing long-term trusted advisor relationships with our clients
Successful track record in the capital markets industry gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy or within an internal consulting function of a top tier bank or a top tier Asset manager
Appreciation of current market trends in Capital Markets
Strong interest and commitment to developing and delivering leading edge solutions to industry clients
Product range- Equities, Commodities, FX, Rates and Credit, Capital Markets, Structured Products
Transaction Services -Client Onboarding, Settlement, Cash Management, Trade Services, Prime Brokerage
Competencies - Operating Model Design, Cost Reduction, Post Merger Integration, Front to Back Optimisation, Legal Entity Rationalisation
Risk and Regulatory - KYC, MiFID, Basel, FATCA, EMIR, Collateral Optimisation, Recovery and Resolution planning, Dodd Frank, EMIR, OTC Derivatives Clearing, Client Money and Client Assets assessment
Knowledge of major capital market participants including investment banking, market infrastructure, custodians, hedge funds, exchanges, market infrastructure etc

Director, Wealth Advisory, Mexico Resume Examples & Samples

Lead the Wealth Advisory Mexico initiative in developing new and innovative strategies to grow the Wealth segment in Mexico and proactively identifying opportunities to generate new asset and revenue in both active and passive products
Identify opportunities to grow the addressable market, liaise with regulators and industry groups and have the ability to represent BlackRock and the Mexican wealth business in public and the media
Lead an existing sales team and support staff in building the Wealth Advisory segment in Mexico and partner with sales teams across the region to leverage resources and strategy
Evolve and develop the short, medium and long term Wealth Advisory distribution and product strategy in Mexico
Understand the financial services industry and ensure that the Wealth Advisory service to clients is both effective and competitive
Bring global and regional connectivity to life, and ensure that the team is aware of global Wealth Advisory developments and trends with respect to open architecture, etc
Share best practices across the region and embrace team working to contribute to the LAI team and BlackRock LAI business targets
Partner with colleagues across other functions, client businesses, investments, operations and corporate to leverage the firm
Ensure robust platform for Wealth Advisory, iShares and Retail related operations and processes
Drive execution - quickly remove roadblocks; translates strategy into specific goals, tactics, action plans, and deliverables and effectively delegates to drive this execution
High degree of cultural sensitivity
Command of Spanish and English (written and spoken) is a prerequisite
Strong influencing skills based on industry knowledge, experience and credibility
Outstanding innovative negotiation skills necessary to build strategic partnerships
Track record of sales and cross-selling, as well as leadership and management
Able to analyze client servicing needs and work with BLK teams to provide resolution
Drive execution and sales excellence
Translates strategy into specific goals, tactics, action plans, and deliverables and effectively delegates to drive this execution
Lead and develop Wealth business in Mexico through building and growing client relationships and partnering with teams across BlackRock

Wholesale Lending Operations Advisory Lead Resume Examples & Samples

Manage the Compliance risk assessment process to identify key regulatory risk associated with WLO and the services it provides
Develop Compliance training curriculum, a training plan and a Compliance testing plan to reduce regulatory risk associated with WLO ‘s activities
Develop Compliance reporting, including metrics, for WLO
Work with WLO and other control functions to identify compliance issues; provide support to WLO to resolve those issues
Participate in business management meetings and key control forums
Lead the resolution of thematic regulatory/compliance issues with the Compliance professionals from other LOBs serviced by WLO
Build strong influential partnerships across the firm
Manage team of 2 Compliance advisors and actively manage employee performance and career development
Drive continuous improvements in team effectiveness
MBA or professional certification preferred
Minimum 10-15 years experience in Compliance, Risk Management and/or operations management
Excellent decision making and judgment skills required
Strong project management, presentation and writing skills
Familiarity with the following would be helpful
Bank Lending Regulations
Commercial Banking

Advisory Resume Examples & Samples

Legal Entity Control - Local and US regulatory reporting and accounting supervision and advisory services. Advisory to local business managers on relevant local regulations, ratios and permissible activities within the location
Management Information Services - providing timely, accurate control reporting on revenues, expenses and other control indicators to management on a regular basis
Business Control - Dedicated resources to support the various trading and investing businesses in terms of profitability reporting and facilitating new products and business opportunities

EES Advisory Resume Examples & Samples

Analyzing business requirements and developing EES policies using XACML language, based on thebusiness requirements
Helping application teams install and deploy the EES client API (Java, C# and Perl versions are available)
Making enhancements to the EES client APIs as required to meet business or audit requirements
Configuring default provisioning workflows in Request Management Tool (RMT),
Coordinating custom workflows with RMT team, identifying enhancements to the EES product
Providing generaltechnical support for the product
Provide comprehensive consultation to business units and IT management and staff at the highest technical level
Additionally, you will research and evaluate alternative solutions and make recommendations on improving the product to meet businessand information risk requirements
Evaluate service level issues and suggested enhancements to diagnose and address underlying system problems and inefficiencies
Participate in full development lifecycle activities for the product (coding, testing, release activities)
Qualifications
College degree in related technical or business area, specialized training and/or equivalent work experience
Typically requires up to five years of programming / application development work experience
Technical Skills
Customer Support and Service Delivery Model - Proficient
Application Development (Java or C#) - Proficient
Business Analysis - Proficient
Business Applications Knowledge - Basic
Business Continuity Testing Knowledge - Basic
Database Development - Proficient
IT Risk Management- Basic
Operations Systems and Data Sources Knowledge - Basic
Technical Problem Resolution - Basic

West Region Advisory Resume Examples & Samples

Bachelor’s degree and at least 1 year of relevant work experience at a top-tier investment bank (or related field)
Top class ranking at previous employer
Excellent quantitative and analytical ability
Outstanding verbal and written communication skills
A proven ability to think commercially about the needs of the client
Strong team orientation, and a proven ability to work effectively with multiple different teams to solve problems

Advisory Group Resume Examples & Samples

Drive, enthusiasm, creativity and excellent interpersonal skills
Personal integrity, initiative and leadership qualities
Robust financial and analytical skill set
Strong quantitative and technical abilities
Strong multi-tasking and time management skills
Native/business level fluency in written and spoken Japanese and English

Imd, Pwm, Portfolio Advisory Group, VP Resume Examples & Samples

Attain direct visibility in PWM as a strategy/platform implementation expert and as a spokesperson for ISG
Engage consistently with IP teams in regions of responsibility and assist them in client/prospect meetings
Deliver thoughtful investment implementation solutions to client specific needs within an ISG framework
Address specific IP questions regarding product positioning, performance and attribution, directly or using product teams as necessary
Assist IPs in discussing ISG positioning and GSAM/GMS product positioning (including equities, fixed income, and alternative investments) with clients and prospects
Recommend to IPs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
Prepare competitive analyses on various products using external tools and in-house portfolio analysis spreadsheets
4-6 years of investment-related work experience
Familiarity with investment management product offerings
CFA charter desirable

IMD, PWM, Srategic Wealth Advisory Team, VP Resume Examples & Samples

Working with private clients and their advisors on estate planning and family wealth transfer matters
Assist on various estate and income tax questions for Investment Professionals on behalf of their clients
Providing clients with integrated solutions by working closely with other groups in Goldman Sachs, including: Investment Professionals, Investment Strategy Group, Market Solution Group
Involvement in departmental projects and initiatives that have a potential tax impact
Presentation of internal educational seminars to Private Wealth Management teams
Representing Goldman Sachs at external client conferences and industry events
A strong background in assisting high net worth clients from an income, trust and estate and tax planning perspective
Deep technical expertise of tax issues across key Asian jurisdictions (China, Hong Kong, Indonesia and Singapore) including experience in cross border planning for high net worth families
Experience in interfacing with Trustees, Accountants, and other advisors and professional bodies in respect to private clients wealth planning
Excellent interpersonal skills and a desire to work in a team oriented environment
Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
Extensive experience of presenting to internal and external audiences
Willingness and desire to travel given regional remit of the role
Fluency in English, Cantonese and Mandarin
A solid understanding of US wealth planning would be advantageous

Anti-money Laundering ISG Advisory Resume Examples & Samples

The ideal candidate will have 3+ years professional experience in an Anti-Money Laundering group at a large financial institution
UK or similar AML/KYC experience
Strong leadership and execution ability
Great attention to detail and organisational skills
Must be able to work well under pressure and to tight deadlines
Project work experience

Gwm-advisory Product Development Resume Examples & Samples

Manage a team of product development professionals
Analyze current Advisory product offering across GWM and partner with other key stakeholders to develop and define the business strategy
Partner with Legal & Compliance to ensure adherence to regulations & policies
Manage the product pipeline and development efforts for the US distributed Advisory offerings
Lead new product offering approval process / discussions at new product approval committee meetings in front of senior leadership
Oversee initiatives to ensure results are always delivered on schedule, in scope and on budget
10 - 15+ years of financial services experience in Asset Management, Wealth Management, Private Banking and/or Broker Dealer
Strong background in Product Development and Product Management
Deep subject matter expertise in Investment Products (MFs, SMAs, ETFs)
Industry involvement staying abreast of industry trends and issues
Highly collaborative – history of delivering results with and through organizational partnership
Demonstrated success in building and managing successful teams

IMD, PWM, Portfolio Advisory Group, Analyst Resume Examples & Samples

Attain direct visibility in PWM as a strategy/platform implementation expert
Engage consistently with PWA teams in regions of responsibility
Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
1-3 years of investment-related work experience
Good interpersonal skills and ability to work effectively with others
Basic understanding of, and strong interest in, the financial markets
Demonstrable quantitative and qualitative analysis skills
Demonstrable communication skills, both spoken and written
Progress towards CFA charter desirable

Advisory Performance Improvement Resume Examples & Samples

Approximately 6 years of experience in complex program management, serving as the program lead on complex transformation engagements enabled by IT
Multiple engagements in which individual revenue managed was above 10 million dollars
Experience evaluating current business operating models, designing and executing initiatives with business benefits to streamline the process and improve the effectiveness of the organization and its operating model
Strong process improvement and technical background with a proven track record of tailoring program components to meet the needs of both business and IT stakeholders
History of driving revenue within existing clients and in developing new prospects at the "C" level of Fortune 500 companies
Excellent oral and written communication skills

Treasury Advisory Head, Americas Resume Examples & Samples

Evaluate key clients’ objectives, financial information, and treasury practices to recommended best in class approaches for global liquidity, risk, short term funding and working capital management
Support revenue origination by advising relationship management and sales teams on structuring client solutions
Support strategic business development efforts by providing recommendations on untapped market needs, product capability gaps, and revenue opportunities
Demonstrated depth of experience and tangible accomplishments at a major multinational in corporate treasury, dealing with global liquidity, funding, risk, and working capital management with international/global scope of responsibility
Strong preference for candidates with experience spanning treasury operations and corporate finance, and experience dealing with treasury management in emerging markets
Prior experience in consulting, relationship management/sales, or product/business management a plus
MBA or equivalent finance / professional qualification (e.g., MS/Finance, CPA, CFP, ACT etc). Candidates who do not meet these criteria will be considered for the role provided they have the necessary skills and experience
Excellent technical skills in finance and accounting requisite with a senior role in corporate treasury
Excellent communication skills a must, both written and presentational
Ability to excel in a large, global matrix business organization, influencing stakeholders to achieve cohesion and business results
Demonstrate appreciation of a diverse workforce; appreciate differences in style or perspective and use differences to add value to decisions or actions and organizational success

Director, Business Advisory & Analytics Resume Examples & Samples

Build strong relationships with divisional staff and learn intricacies of company’s business and operations. Partner with divisional colleagues to identify ways to improve business processes and mitigate risk
Gather and synthesize data about strategic issues facing Viacom and the media industry, particularly, including digital media and technology
Collaborate with Internal Audit management to develop audit approaches that focus on improving operations, promoting best business practices and preventing fraud
Deploy data analytics tools as appropriate to support auditing and advisory processes
Develop and implement strategies for risk identification. Devise metrics to quantify risk materiality and build innovative systems/analytics for monitoring risk
Develop and implement a plan to leverage intra-company institutional knowledge and best practices
Partner with IA & SBP staff to contribute strategic findings and advice to final form of audit, special project and administrative reports and memos
Develop strong professional relationships with divisional stakeholders
Identify and network with other “world class” and industry audit, advisory and risk mitigation organizations
Bachelors Degree, MBA preferred
7 years at a top-tier management consulting, investment banking, venture capital or private equity firm or equivalent industry role
Experience building and managing project oriented teams
Experience and personal interest in media and technology
Strong analytical and problem solving skills; knowledge of accounting and corporate finance
Significant expertise with financial modeling and business analysis that can be applied immediately
Significant experience with data analytics and modeling tools
Excellent research skills and ability to organize, synthesize and present information
Ability to communicate clearly and present to senior executives
Ability to work efficiently on multiple projects at once
Strong interpersonal skills with the proven ability to persuade others, build consensus and work in a team (e.g., management proficiency above, below, and laterally)
Ability to influence and be viewed as a strategic partner by business unit management
Excellent communication skills – oral and written
Excellent presentation skills with ability, confidence and finesse to present to the highest level of management and Board of Directors as needed

Advisory Resume Examples & Samples

Minimum 5 years experience in similar compliance role or other relevant product, regulatory or risk management experience gained within a financial institution or regulator in Korea
Strong analytical, problem-solving and organizational skills, as well as the ability to manage several simultaneous projects
Excellent oral and written communication skills in Korean and English

Icg-head of Treasury Advisory Group Resume Examples & Samples

Perform client’s financial statement analysis and develop customized client presentations
Provide feedback to Product development on competitive positioning, pricing, and gaps in our offering
Participate in Industry and Customer round-tables
Present in key conferences and through webinars to increase Citi franchise value
Review usage of current solutions, identify root cause for low penetration, dimension opportunities to re-launch these in selected markets / customers with a specific aim to ramp-up usage and revenues
10+ years experience in Corporate Treasury with large multi-nationals, ideally as a Treasurer, Assistant Treasurer or Regional Treasurer. Should have experience in corporate finance and treasury operations
In depth understanding of the regulatory and legal framework pertinent to Treasury Management across Asia Pacific
Proven track record in cross cultural and matrix business settings

Specialist PB Front Advisory Securities With Italian Resume Examples & Samples

Resolving client relevant queries sent by PB Front Offices related to securities and banking operationsmatters in Italian (plus English or German if possible)
Actively manage queries and take over full problem ownership
Assurance of proactive communication to Client Relationship Managers and Assistants on solution options in client ready language
Liaise with backoffice, front office, and other functions (e.g., legal) in order to ensure high quality, no risk query resolution
Document resolutions to ensure audit track
Integrate and share knowhow across global teams
Give input to process improvements, actively pursue improvement potential, striving for business excellence
Banking / finance background, preferably at bachelor/master degree level
Experience in the area of securities and banking operations
Working knowledge of MS Office tools and Host
Highly client oriented, highly service and quality oriented mindset
Structured approach to effectively and efficiently planning own workload (prioritizationof tasks, planning, tracking, measuring quality of own work delivered)
Excellent problem solving skills and result/delivery focused
Strong communication skills with the ability to express functional terms and details both verbally and in writing in clear, concise and understandable Italian (plus English or German if possible), particularly for non-functional experts
Building relation with peers, managers and business contacts
Highly motivated individual, positive approach to change, willing to develop oneself and the team
Ability to adapt quickly and to work individually, in a team and across teams
Ability to prioritize and work concurrently on multiple queries to meet conflicting deadlines in a fast-paced, high quality, no-risk-tolerance work environment

Sanctions Advisory Director Resume Examples & Samples

The role holder will be acknowledged as a Sanctions subject matter expert and will support the Global Head of Sanctions in
Leadership and management of the central sanctions advisory team
Understanding and managing Sanctions Risk
Driving the Sanctions strategy of the firm
Practical interpretation of Sanctions, AML and Export Control legislation and regulation ensuring Barclays meets its legal and regulatory responsibilities
Supporting the sanctions business advisory teams, head’s of sanctions and MLROs globally on sanctions risk
A point of escalation for all heads of sanctions regarding sanctions advice
Management of the Sanctions Policy and training and oversight of implementation
Review of dispensations, waivers, breaches, exceptions and risk assessments against the Sanctions Policy
Providing Sanctions expertise on ad hoc projects
Providing advice and guidance to relevant stakeholders on the application of the Sanctions Policy

Senior Manager, Stress Test Advisory & Policy Resume Examples & Samples

Stress testing positions are, due to significant Capital Markets and Treasury aspects, highly technical and specialized in nature. The thorough understanding of a wide variety of capital markets products and concepts required of this position differentiate it from other high level Finance positions
Regulatory changes both domestically and world-wide create a high degree of reporting complexity with ever evolving standards and best practices
Minimum of 6 - 10 years of relevant experience in regulatory capital policy with emphasis on stress testing regulations
Experience within finance/risk regulatory policy development and implementation preferably with a CCAR/stress testing and capital management background, within a bank, professional firm, regulator or industry bodies
Knowledge of US banking regulation, as well as UK/EU banking regulations
Bachelor’s degree in accounting (advanced degree such as MBA/MS or other accounting qualification preferred) or equivalent experience
Strong financial services experience and knowledge of financial products
Knowledge and experience in quantitative risk management disciplines is advantageous
Strong project management skills, particularly with project and cross functional teams. Demonstrated ability to establish strategic technical direction, translates concepts into actionable implementation plans, and identifies technologies that improve productivity
Strong communications, analytical, writing and presentation skills. Ability to manage multiple tasks and work within time constraints and limited resources
EEO/AA/Minorities/Women/Disability/Veterans

Advisory Internship Resume Examples & Samples

Financial analysis
Computer modeling
Research
Assistance in the execution of transactions and drafting of memoranda for internal and external use
A demonstrated ability to write effectively
A desire to work in a team environment, often under pressure
A basic knowledge of accounting and finance is desirable

Emeia FSO Advisory Executive Resume Examples & Samples

Participate in FS Risk engagements, with specific focus on Treasury Advisory and Treasury Technology projects
Develop and maintain productive working relationships with clients
Contribute to marketing initiatives for FS Risk with focus on Treasury Advisory and Treasury Technology
Contribute to people initiatives including recruiting and retaining FS Risk professionals
Maintain an educational program to continually develop both technical and personal skills
Understand and follow workplace policies and procedures and in particular team operational and internal risk management requirements
Strong academic background including a Bachelor's degree
Substantial experience working in a Treasury environment (i.e. corporate, financial institution, or a Treasury or risk systems software vendor or a professional service firm) in any front, middle or back office role, or an advisory/assurance role
Good technical knowledge in at least one of the above areas (i.e. front, middle, or back office), good understanding of the rest and overall operations of a treasury function
Experience in the use of Treasury Management Systems, Banking and Payment Systems
Willingness to embark on a professional qualification
Experience of data analysis and presentation, (e.g. Excel, PowerPoint)
Candidates should be able to demonstrate client facing skills or the potential to fulfil build these

Emeia FSO Advisory Executive Resume Examples & Samples

Participate in FS Risk engagements
Research the latest UK and international regulatory developments and our clients' response
Able to work effectively in teams
Strong academic background including a Bachelor's degree in Finance, Economics, Accounting, Engineering or a related field
An Accounting, risk management or similar professional qualification may be an advantage
Knowledge of prudential regulation, along with the skills and experience to work with clients on practical solutions, and a willingness to learn and take our offerings forward is essential
Experience in or exposure to the following is desirable
Working at the regulator on prudential matters
Regulatory reporting within a regulated institution
Stress testing
Capital planning
RRP
Credit risk management
Market risk management
Asset and liability management
Banking or asset management industry and products
"Self starter" with proactive approach
Previous consulting experience would be ideal, but is not essential

Analyst for Capital Advisory Resume Examples & Samples

Ensure business understand their financial resource utilization by providing RWA and LRD guidance
Provide support to business functions on proposed transactions and on their impact on capital and related measures
Analysis of the capital consumption for business (sub-)portfolios, provide ideas and suggestions to optimize for capital efficiency
Analyze the impact of new regulations and discuss potential mitigating measures with business functions
Involvement in Group and also Business projects as required
The above tasks will need to be closely coordinated with the business functions, divisional CFO teams and other specialist functions within Group Treasury
LI-N

Americas Advisory EYU Leader Resume Examples & Samples

Oversee the design and implementation of the EYU strategy for the Americas practice, ensuring alignment to the global strategy and priorities
Serve as strategic partner to the business in identifying and meeting development needs; challenge thinking on the needed solutions, going beyond formal learning to leverage the full EYU model
Oversee the execution of a centrally run learning deployment model in the US for thousands of learners every year, and assist geographies outside the US in the design and execution of their deployment of the Advisory curriculum
Ensure practitioners have access to a balanced curriculum, i.e. personal excellence/leadership in addition to technical
Oversee special and one-time programs, e.g. career coaching programs, large-scale learning events
Oversee the deployment of the global competency model in the Americas
Oversee the creation of enablers (e.g. learning maps) and drive EYU communications across the practice
Partner with other Talent functions and Learning teams to ensure sharing of best practices and teaming throughout the firm
Oversees vendor use in the design and delivery of solutions
Leads and mentors a talented team of learning professionals
Builds consensus among stakeholders; create broad and deep networks
Accustomed to work in consulting or other high demand environments - approximately 12+ years of experience, either within EY or other related organizations (preferably in one of the top management consultancies)
Strong background in learning and development
Experience in strategic planning
Proven track record leading teams and executing against priorities on time and on budget
Understanding of the technical learning and experiences required to keep professionals current in their technical knowledge and be successful in the marketplace
Excellent interpersonal, strong communication and influencing skills at all levels. Strong internal and external networks with ability to leverage on these
Ability to work in a multicultural and diverse environment and flex style as appropriate (sensitivity to cultural differences)
Strong team player while working in a completely virtual team
Driving for results and continuous improvement and innovation – proven to bring latest concepts of science to learning programs
Well-organized professional with the ability to prioritize multiple issues and work effectively across Senior business stakeholders
A minimum of 12 years related experience

Chief Accountant s Department Accounting Policy & Advisory Resume Examples & Samples

Leading a team of specialists to provide accounting advice to senior management in the U.S. Retail and Insurance businesses on complex transactions, considering such items as the impact on the Bank’s Key Performance Indicators, capital, etc. This also entails working with senior management in Credit Risk, Treasury and Balance sheet management, Taxation and other relevant groups and requires the use of significant professional judgment in determining an accounting recommendation
Presenting complex accounting topics to stakeholders, recognizing and anticipating potential opportunities and managing changes as the business, regulatory environment, or accounting standards change
Effectively communicating with the Bank’s external auditors to ensure they are aware of key developments and concur with key accounting decisions related to U.S. Retail and Insurance
Proactively assisting accounting and industry developments in Canada, U.S. and internationally and representing the Bank in the standard setting process, where appropriate. This includes providing support in matters relating to the Canadian Banker’s Association, as well as external regulators
Leading and developing the Department’s subject matter expertise in areas such as loan loss accounting, de-recognition, financial instruments, consolidation and insurance under IFRS
Leading the implementation of certain accounting standards, by driving consensus among various executives across the Bank, e.g., Business Units, Risk Management, Capital, Tax, Investor Relations, Internal Audit, etc., to successfully complete the adoption in a timely manner
Working closely with the IFRS project team to implement other new IFRS standards impacting the U.S. Retail and Insurance businesses
Reviewing quarterly financial statements and the annual report and providing support for the quarterly reporting package to the Audit Committee
Managing the Chief’s Accountant’s Department Accounting policy and advisory Business Continuity Management (BCM) plan
Developing, building and managing a team of finance professionals, including the recruitment of qualified/skilled resources, ongoing development and coaching

Advisory Quality, Operations Manager Resume Examples & Samples

Supporting interactions and communications with the Global Advisory Quality committee
Preparing for, supporting and following up on actions from the Global Advisory Quality committee calls and meetings
Assisting with drafting, coordination and tracking of global Advisory Quality communications
Managing Global Advisory Quality knowledge resources, including the Global Advisory Quality CHS
Supporting development of Global Advisory Quality tools, enablers and talent development materials
Supporting the coordination and reporting of the Global Advisory Quality Monitoring Framework and Advisory Compliance testing program across all Areas, including the Advisory Compliance program
Assisting with the coordination and running of global IT and Managed Services oversight committees when required
Supporting Advisory input and responsibilities with respect to other functions (e.g., RM, Talent, Markets, Knowledge, GSS) and enablement tools (e.g., GTAC, SORT, Project Mercury/CRM, ASK, Exelerator, EYD)
Assisting with input into other firm initiatives as required (e.g., policy development, ERM, markets initiatives)
Other projects and responsibilities as needed
Good understanding and knowledge of our Advisory services and organisation
PI experience is desirable
Ability to manage multiple tasks at once and see through to completion
Ability to summarise and present complex information clearly

Advisory Resume Examples & Samples

A degree with an emphasis in Computer Systems, Engineering, Economics and/or Business; MBA, CPA, PMP and/or Certified SAP Solution Manager Consultant or equivalent Oracle certification preferred
Approximately 6+ years of experience in complex program management, serving as the program lead on complex transformation engagements enabled by IT
Designed, set up and managed multiple PMO or EPMO for a large complex program
Direct experience managing at least at least 3 end-to-end business process transformation enabled by a complex ERP implementation
Deep experience implementing governance structures for complex programs and organizations. Includes definition of ownership, accountability roles and responsibilities, decision making frameworks, gate approval process, program wide communications, formalized and standard program steering
A willingness to travel to meet client needs; travel is estimated at 80%

Asset Management Private Bank Latin Wealth Advisory Business Assistant Resume Examples & Samples

Spanish fluency (spoken and written) preferred
PowerPoint and Excel expertise required
Excellent interpersonal skills, both written and oral
Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Absolute discretion when dealing with confidential matters
Exceptional follow-up and follow-through skills
General comfort level with Internet/Intranet usage and ability to learn proprietary software

Executive / Analyst Lead Advisory, Energy Resume Examples & Samples

Preparing financial bid models including undertaking sensitivity and scenario analysis
Developing financial input into bid models and attendance at meetings with clients and other advisers
Help with the contractual elements of the project where necessary
Liaise with other advisers where necessary
Advice on the procurement of projects, including the evaluation of bids and commercial negotiation
Help in the development of contractual documents including payment mechanisms
Develop and use complex financial models, identifying problems and risks. Produce clear analysis to support client needs
Help in the preparation of proposal documents for bids, and attend and participate in sales presentations
Identify key issues as they arise and communicate these with the rest of the project team
Share technical knowledge within the Infrastructure Advisory team
Produce project deliverables and take ownership of outputs coordinating inputs as requested
Be aware of current risk issues on all assignments and of the firm's policy in relation to contracts/engagement letters
Be responsible for the accuracy and content of pitch/report documentation (eg able to evidence sources, services, etc)
Work with the team on agreeing scope, timetable, resource for assignments, report variances and manage communications proactively and support the team on managing budgets for the assignments
Lead in certain designated areas in client meetings e.g. relating to the financial modelling analysis
Gain the trust of the client
Strong project management skills - manage activity on a number of projects at any one time
Guide and supervise work of more junior staff

Western Division Lending Advisory Team Lead Resume Examples & Samples

Provide leadership and guidance to a team of Regional Lending Advisors for the Northwest, Southwest, Southeast and South Central Regions in large and complex securities-based lending transactions for HNW borrowers
Prepare and issue senior management reports and presentations
Make recommendations to enhance credit policy to meet business needs
Establish a reputation of execution and excellence and gain confidence of the Firm partners
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
Understand competitive environment and develop strategies to retain and win new business
Organize, manage, control and evaluate standards and controls necessary to ensure the timely and accurate execution of decisions
Work with Private Bankers, Financial Advisors and members of the client’s inner circle to advance their loan request i.e. business managers, family office, CPAs and others as needed
Provide subject matter expertise to Private Bankers and Financial Advisors to execute and close securities based loans for HNW clients
Develop and negotiate structuring recommendations within framework of firm’s credit policy and philosophy
Assist in the development of long-term product and service roadmaps for marketplace differentiation and new revenue potential
Identify gaps to customer experience, translate them to actionable projects and deliver on enhancements
Build product awareness and understanding among Financial Advisors, Field Management and Private Bankers regarding the relevancy and application of specific products within HNW Lending
Additional responsibilities as required by management
This position requires limited travel
Minimum 15 years of securities-based lending experience required
Experience in managing high performing teams
Formal credit training preferred
BA or BS required. MBA or JD preferred
Good collaboration skills in a team oriented environment

Eastern Division Lending Advisory Team Lead Resume Examples & Samples

Provide leadership and guidance to a team of Regional Lending Advisors for the NY Metro, Mid-Atlantic, Midwest and New England Regions in large and complex securities-based lending transactions for HNW borrowers
Proactively manage the underwriting pipeline and workflow to ensure service levels are achieved and production is managed across the team
Manage workflow and monitor daily productivity, ensure proper controls and procedures are documented, maintained and followed
Collaborate closely with Regional Sales Managers, Private Bankers, Risk, Legal, Operations and other partners in support of the Firm’s goal of providing private banking products to clients
Act as Subject Matter Expert (SME) in support of internal clients including independent analyses of client financial information for securities collateral to determine appropriate solutions
Manage Exception Pricing Approval for securities-based lending products in accordance with Pricing Exception Guidelines
Cover all securities-based lending requests including single/concentrated stock/Restricted stock/ requests that can be met within SBL/Margin Product Programs
Private Bank experience preferred
Series 7, 63 (or 66) securities licenses required to be obtained within 90 days of employment
Demonstrate creativity and thoughtful solutions in framing private banking transactions
Possess excellent verbal and written communication skills and presentation skills
Ability to meet deadlines, multi-task and manage expectations
Detail orientation with strong organizational and analytical skills

Manager Transaction Advisory Resume Examples & Samples

Based out of the UK, but supporting stakeholders across the Group
Demonstrated experience working across a number of international markets
Broad knowledge of the trends in the Open Account area as they impact large corporate and Global Banking segments
Good knowledge of Receivables Finance, Supply Chain and Open Account propositions and business models
Familiarity with larger ticket deals and deal teams
Strong independent contributor, who is comfortable working on multiple assignments, where the teams will often be distributed across the globe and culturally diverse

Advisory Experience Management Resume Examples & Samples

Help provide strategic planning details and analyses, to develop the sub-Area's annual fiscal plan
Participate in the forecasting process, to help resource management teams, best utilize their resource support
Identify improvement to the continuous resource management process, and develop and share leading practices across sub-areas
May discuss client staffing requirements with senior leaders, and better understand specific engagement needs
May work with cross-functional teams to help with resource needs. This could involve: assigning counselors to resource analysts, selecting instructors for sponsored training programs, and managing the on-boarding needs of interns, staff hires and employees transferred to other positions
May participate in campus recruiting events and office visits
Manage the assignments of resource analysts, and report on their progress to sub-Area leaders
Manage day-to-day operational activities of resource analysts
Help resource analysts come up with alternative approaches to staffing issues
Supervise resource management teams within the sub-Areas, and manage their performance
Train resource analysts on the scheduling tool, as well as on sub-Area policies and procedures
Delegates projects/tasks as appropriate, to enhance development opportunities
Strong project management and supervisory skills
Adaptable to changing environments
A minimum of 8-10 years of work experience
Experience in a professional services firm desirable

Portfolio Advisory Group Resume Examples & Samples

Minimum of 3 years Direct investment-related work experience; portfolio management experience preferred
Good interpersonal skills and ability to work efficiently with others
Strong communication skills, both spoken and written
Some familiarity with investment management product offerings

Advisory Resource / Experience Leader Resume Examples & Samples

Align the strategy, policies and procedures for the Advisory Resource / Experience Management function across EMEIA
Invest in the resource team, developing a community of resourcing professionals and a cross-Area experience management team
Work closely with the leadership to understand the evolving nature of the Advisory business and identify and address current and future engagement needs
Anticipate future resource needs based on regular review of actual and projected utilization
Lead the team to take action to decrease unassigned time and initiates staffing changes as necessary to spread the workload as evenly as possible
Promote and monitors sharing of resources across regions
Play an active role in resource evaluations (round tables), promotions, compensation, and other people matters
Serve as mentor/counselor to the Advisory resource / experience management team on client assignments and career development
Act as the business owner of the Advisory and/or firmwide scheduling and competency management system(s) with oversight over the globally aligned implementation and deployment strategy, ongoing maintenance and system support, as well as regular needs assessments and upgrades
Oversee any cross border resource sharing
A highly seasoned professional recognized for strong business acumen and experience with world-class resource management in professional services, ideally with experience across emerging and developed markets
Confident and able to create a broad-based network and wide sphere of influence at all levels of the organization including the Global, Area and Regional Advisory Executives
Represent the function in key strategy communication events such as executive meetings, global programs, talent hubs and learning programs
A high level of complex, conceptual problem-solving ability
Competent at making decisions on business priorities
Proficient at overseeing multiple programs concurrently, in a fast-paced and highly challenging environment
Proven experience in effectively managing organizations, projects, and change
Able to organize and lead a team virtually
Proven experience leading design sessions and workshops around key projects and initiatives
Strong leadership skills, including the ability to define expectations, delegate, coach, and mentor
Flexibility to work across time zones, and to travel internationally
Understanding of internal practices and procedures of a professional services firm
Managerial experience preferably within a consulting firm
Experience in a senior level role in large organization

Manager FCC CMB Advisory Resume Examples & Samples

Minimum of seven years proven and progressive financial services operations, compliance or legal experience or equivalent
Bachelor’s degree in business, related field or equivalent experience
Proven managerial, communications, analytical, organizational, project management and planning skills, including strong writing skills
Strong knowledge of pertinent regulations affecting assigned businesses
Knowledge of HSBC’s operational, back office and head office areas would be an asset

Assistant Director M&a Advisory Tmt Resume Examples & Samples

Track-record of originating and executing corporate finance deals in the TMT industry in an investment banking, corporate finance or corporate development environment. Experience in one or more of the following sectors: software, media, internet, mobile, professional services, telecommunications
Strong experience leading corporate finance/M&A processes (marketing, due diligence, etc.), analysis (financial models, valuation, buyer/seller universe, strategic alternatives, etc.) and completion of deliverables (information memoranda and other documentation)
Robust numerical and financial analysis skills, with substantial background in building financial models and valuing TMT businesses using various methodologies (precedent transactions, traded comparable companies, DCF) within challenging timescales
Sound commercial judgement and an ability to generate creative solutions to problems and 'think on your feet'; ability to identify potential deal opportunities
Ability to source, interpret and use information in a strategic evaluation process, making sensible assumptions where appropriate
Demonstrated confidence in client situations, gaining client acceptance and establishing value through advice and sector insight
Experience working to tight deadlines, thinking clearly under pressure and maintaining team morale during lengthy and challenging transactions
Able to maintain a high level of confidentiality and handle sensitive information with discretion
Strong verbal communication and written presentation skills
Team leadership/counselling/coaching experience is desirable
High standard of spoken and written English is a prerequisite
Accountancy or MBA or Banking qualifications seen as beneficial

Systematic Advisory Fixed Income Developed Markets Specialist Resume Examples & Samples

Idea Generation
Writing; and/or
On a morning call; and/or
In a video cast
Very good knowledge of Developed Markets (both macro and credits) with profound credit analyst and/or portfolio management background
Sales/Marketing/Consulting experience with track record; project management skills are a strong plus
Strong IT skills; basic programming capabilities
Understanding of different markets, including rules and regulations
Team player, communicative, outgoing
University or HWV degree
English and German speaking and writing

Advisory Resume Examples & Samples

Answering multiple phone lines
Working closely with the Partner’s clients to allow for high-touch client service
Managing calendars including scheduling appointments, confirming meetings, coordinating with other Assistants
Editing documents in Excel, Word and PowerPoint
Helping to coordinate and organize events
Scheduling conference rooms for internal and external meetings
Tracking and processing invoices including assigning cost codes and receiving approval from manager
Entering contacts and into both the database and Outlook contacts
Meeting and greeting guests, registering guests in visitor’s system
Coordinating travel arrangements including flights, visas, cars, hotels, and other reservations
Completing detailed expense and out of pocket reports including tracking receipts and charge codes
Working on various ad-hoc projects
Assist with a some personal work: reservations, personal appointments, correspondence
Maintaining and organizing files
Strong Microsoft Office skills (emphasis on PowerPoint, Outlook and Excel)
Organized and detail oriented
Experience with coordinating travel arrangements

Advisory Generalist VP Resume Examples & Samples

Responsibilities include supporting global Compliance initiatives locally by being the touch point for Compliance Policies, Training, Compliance Risk Assessment, Management Information Reporting and Annual Compliance Plan
Ability to manage existing policies and author updates as needed
Manage Compliance initiatives and implement change
Periodically prepare summaries and provide updates (written or verbal) to management
Ad hoc projects may occur
7+ years of experience in Legal or Compliance including senior level responsibility
7+ years Microsoft Office such as Word, Excel and PowerPoint
Compliance professional with significant experience in authoring policies
Must possess strong communication skills and have the ability to collaborate with others and negotiate with strong personalities
The candidate must also possess acumen for MS Office products such as Word, Excel and PowerPoint
Self starter who is driven for exceptional results
Ability to interact with senior management
Able to present complex topics succinctly and concisely
Experience project management
Knowledge of Compliance processes within a broker dealer/investment advisor
Experience with governance committee management
Must possess strong organizational skills with an eye for detail
Currently holds a Series 99 License

Senior Executive Economic Advisory, TMT Resume Examples & Samples

Experience of competition and regulatory economics, strategy, business planning, costing and pricing
Has logical and rational approach to complex problem solving
Deals confidently with partners and client staff and builds credibility for the firm
Responds quickly to client requests for information or guidance, referring the issue to more senior staff where appropriate
Recognises opportunities to contribute to client issues when they arise and assists in providing solutions

VP Cib Kyc Advisory & Reviews Resume Examples & Samples

At least 5-10 years work experience in a compliance, legal, risk management or control function – preferably gained in a global financial institution
Experience in managing a team
Strong communication - written and interpersonal

VP Eca Deal Advisory Resume Examples & Samples

Coordinate ECA relationships managed by the relevant regional S&PF dedicated relationship managers (other than US Ex-Im and other US headquartered multilateral lenders including World Bank, IFC, OPIC)
Analyze and structure equipment and services purchase and sale agreements (including EPC scope) to optimize sourcing and meet ECA eligibility requirements
MBA, CPA, or graduate of a GE Leadership Development Program
Experience working in a matrixed organization

Deals Advisory Resume Examples & Samples

ACA or equivalent professional qualification with a broad range of audit experience including planning, controlling and completing a diverse range of assignments. Candidates who are studying for final examinations will be considered for the Transaction Services role
Excellent communication skills (verbal, written, presentation skills) as well as the ability to liaise effectively at all levels and proven experience working in a client facing role
Exceptional team working skills and the ability to coach and develop others
Strong analytical skills (identifies issues, understands complex problems, draws sound conclusions)
Enthusiastic and diligent with a flexible approach in a rapidly changing environment
Good IT skills with proven experience in Microsoft Word, Powerpoint and Excel; and
An audit background with proven experience at manager level or significant experience in leading the delivery of successful audits is required
Previous experience in performing business recovery, business reviews. or strong desire to develop in this area

M&A Advisory Resume Examples & Samples

Business Process Outsourcing - IT, Finance, Administration, HR, Marketing Services, Legal
Facilities Management
Human Capital – Recruitment, Education, Training
Using internal and external relationships / networks to win M&A advisory work
Identifying and developing opportunities for the Deals business
Leading key proposals and presentations
Leadership and management of projects
Acting as the key point of contact for clients
Overseeing the work of project teams and coaching junior staff
Creating deal structuring solutions, including negotiating with funders
Overseeing financial modelling to support options analysis and business case preparation
Experience of working with Business Services clients
Transaction experience working on the buy and sell side
Ability to successfully lead project teams, develop team members and work collaboratively
Financial modelling capability
Strong analytical skills and ability to think laterally
Ability to grasp complex commercial and financing issues quickly
Ability to articulate and execute negotiation strategies which enhance deal feasibility and successful outcomes
Excellent client facing and relationship building skills

M&a Advisory Business Services Sector Director Resume Examples & Samples

Professional Service Providers – Engineers, Consultants
Transportation, Distribution and Logistics
Using personal relationships / networks and industry expertise to originate and win M&A advisory work
Selling the wider Deals proposition and PwC portfolio of services
Leading client proposals and presentations as Deal Leader
Executing transactions, overseeing the work of project teams and coaching junior staff
Deal structuring and negotiation
A track record of completing transactions with Business Services clients on the sell-side and buy-side
Strong analytical skills and ability to think commercially to win and execute profitable work
Experience, desire and tenacity to manage multiple transactions
Excellent relationship building skills with clients and staff
ACA, CIPFA (or similar e.g. CFA), MBA qualification

Chair of Regional Advisory Committee Resume Examples & Samples

Have previous experience of chairing a senior committee
Be skilled in strategic thinking
Be strong in chairing and facilitation of committee meetings in order to ensure full participation of committee members and that the purpose of the meeting is achieved
Possess strong leadership & diplomacy skills

VP, Sanctions Advisory Resume Examples & Samples

The role will report to the Head of sanctions compliance in Asia
You will provide support in OFAC/sanctions advisory matters, working with the Head of sanctions compliance and location compliance. This will include advising all businesses on sanctions risks with regard to specific transactions and clients, as well as new products
You will need to provide support in ensuring that all Minimum Screening standards, SLAs and MOUs are in place and up to date
Work experience in a compliance, audit, risk management or control function
A minimum of 2 years experience in a related field. Prior work experience specifically in a OFAC/sanctions role will be highly valued
US Bank work experience
Experience with operations processes regarding sanctions screening

Associate Account Manager, WM Advisory Resume Examples & Samples

Receives service requests from clients and partners, obtains appropriate information from partners and client to facilitate service changes or transactions
Coordinates resolution of client issues and informs client of steps taken to resolve requests or problems
Assists in the development of appropriate action plans for client servicing events and participates in execution and follow-up; communicates with clients regularly
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups
Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with account acceptance process, coordination of discretionary request documentation, compliance management and annual account review process; ensures appropriate account documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity
Thinks critically to help identify efficiency enhancements, process improvements, and service delivery using creative and proactive measures
Acquires and develops proficiency in various business applications critical to relationship management including client on-line tools
Supports Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations
Responsible for identifying and resolving problems within established guidelines
Expected to use some initiative but refer more complex problems to supervisors/experts
Works effectively as a team member but also independently

Head of Fixed Income Advisory & Execution Resume Examples & Samples

Partner with Relationship Managers and Investment Consultants in Hong Kong to provide product/market advisory and trading execution services for client investments and transaction needs in the fixed income asset class
Handle product enquiries, generate solid ideas and disseminate insights to benefit clients’ portfolio performance as well as to contribute towards an increase in the overall fixed income revenue and volume
Participate in the development of systems and processes to enhance the scalability and efficiency of the fixed income platform
Collaborate with Asia-based colleagues and contribute to the provision of Asia market commentaries and other publications to complement publications from RBC WM fixed income counterparts in other regions
Provide assistance to Relationship Managers in client meetings and proposals related to fixed income
Maintain close communication and cooperation with Singapore Fixed Income team members in both daily and ad-hoc activities
Lead and monitor direct reports’ performance and the quality of their work and provide coaching on their advisory and execution skills
Handle other ad hoc projects as required

Senior Associate Transaction Advisory Resume Examples & Samples

Research and analyze financial documents of target companies
Provide due diligence for both buy side and sell side transactions
Assist in identifying issues for purchase price reductions, deal restructuring, or deal termination
Identify post-acquisition steps to achieve anticipated earnings/cash flow improvements
Assist clients in identifying pre and post-acquisition transaction issues
Identify new business opportunities and develop long-term business relationships
Manage and contribute to the report-writing process
Communicate with clients to ensure excellent client service

Director, Asia Pacific Advisory Centre Resume Examples & Samples

Practical experience deploying advanced statistical and machine learning techniques for classification, prediction, recommendation, clustering and optimization in a commercial context
Experience with scalable big data based advanced analytics software, such as Apache Mahout or 0xdata H2O and with modern advanced analytics software such as R or Python
Detailed knowledge of how data and analytics solutions are implemented in existing programming languages and design patterns
Facility in the management and manipulation of large datasets, both structured and unstructured
Ability to lead technical teams comprising scientists, developers and business analysts
Accounting-trained and/or academically active professionals (as evidenced by publications or awards) will be viewed favorably
Negotiate requirements of solutions provided by business SMEs and client teams with a view towards expanding the generality, across service lines and sectors, extensibility, scalability and maintainability of the envisioned solution
Assess requirements of stipulated business needs for analytic solutions against state of the art analytic methods and technologies and make decisions with respect to the appropriate methodologies, tools and technologies to enable the solution
Effectively communicate solution design elements to developers, supervise and QA their work
Collaborate with business SMEs in the development of training and reference materials to ensure that solutions are utilized in the most effective and highest quality manner
Build awareness of the Data Sciences competency, and personal relationships, with account teams and Sector/Service Line leadership to facilitate effective participation in key pursuits
Participate with account teams, on designated key account pursuits, to supply expert guidance on both the availability and applicability of existing solutions; and to discover client needs which can be addressed with advanced analytic solutions not currently developed
Mentor junior data scientists and advise client-facing analytic professionals engaged in pursuits and delivery
Represent EY’s Data Sciences competency to various internal and external audiences

Advisory Resume Examples & Samples

Strong academic record including a third level degree, preferably in a finance, business or project related area
MBA and/or ACA/CIMA qualification an advantage
Strong experience in providing advisory services in the Finance function and/or serving in an operational capacity within the Finance function (e.g. Order to Cash; Procure to Pay; Close to Report; Budgeting and Planning, Shared Services/Outsourcing)
Experience in program management for large scale business transformation projects and programs
Characteristics of a forward thinker and self motivator that thrives on new challenges and adapts quickly to learning new knowledge
Ability to work collaboratively in a team environment

Executive Assistant, Advisory, Perth Resume Examples & Samples

Have the ability to quickly understand our key clients and stakeholders and be able to build lasting relationships
Comprehensively and successfully manage busy diaries, including arranging meetings, and travel and accommodation
Prepare and revise documents including emails, agendas and papers for meetings
Perform a degree of inbox management inclusive of screening emails, responding, and actioning as required
Prepare and process expenses in compliance with firm policies and guidelines
Compile, update and maintain client contacts and mailing lists using CRM
Previous experience in an Executive Assistant position
High level of attention to detail and consistency of output
Ability to build relationships in both a local and virtual environment
Demonstrate a high level of proactivity regarding all tasks and the ability to work independently
Exemplary communication skills, both written and oral

Senior Analyst Capital Advisory & Policy Resume Examples & Samples

Provide policy applicability and guidance on regulatory capital topics and recommend strategy to achieve capital rule compliance while maintaining capital efficiency
Assist with development of comprehensive regulatory capital policy framework which documents application of capital and RWA rules to GECC's portfolio and product offerings
Analyze regulatory capital impact of significant transactions and new products and support Capital Advisory & Policy leader in GECC's New Product Initiative (NPI) process
Stay abreast of all capital-related regulatory and industry developments using all available information sources (FRB/ Basel Committee announcements, peer disclosures, equity research and other industry news sources); summarize and share intelligence with senior management, other functions and businesses
Produce well considered and reasoned memoranda on regulatory treatment for products and transactions. Present at Interpretation Working Group and other forums
Prepare presentations on regulatory capital rules and developments for GECC businesses and management
Lead and perform ad-hoc analyses to quantify regulatory capital impacts of significant transactions, new business, and emerging regulatory guidance
Bachelor's Degree in finance, economics, mathematics or other related field
MS or MBA with concentration in relevant field or CFA (or significant progress towards) strongly preferred
5+ years of experience in regulatory capital related roles either within a financial institution, consultancy or regulator
Detailed understanding of Basel 3 capital rules and ability to apply them to a broad range of financial products
Strong knowledge of financial institution risk taking activities, products and accounting
Exceptional analytical and independent thinking capabilities
Referrals will only be eligible for the special incentive referral bonus payout based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable
Strong problem solving skills and ability to execute in a fast paced environment and manage multiple priorities
Broad understanding of treasury and capital management functions /environment

Senior Manager FCC CMB Advisory Resume Examples & Samples

Positions designated as “general compliance” are typically focused on one or more major lines of businesses within the Company (i.e. Consumer Lending, Retail & Commercial Banking, Card Services, etc.). Many of the businesses entail a high degree of regulatory compliance and reputational risk, particularly with respect to risks arising out of non-compliance with extensive and complex regulations. Failure to comply with these regulations would have significant negative effects on relations with regulators, the reputation of the Company with the public and may result in regulatory impediments to mergers and acquisitions and significant regulatory sanctions, including regulatory fines of material amounts
The position routinely interacts with senior management for assigned businesses, division and country executives, other Group senior managers, regional and local compliance functions, peers throughout the organization and senior examination officials conducting regulatory examinations
Significant travel may be required, as appropriate
Strong managerial, communications, analytical, organizational, project management and planning skills

Advisory, / T Specialist Resume Examples & Samples

1) 5+ years implementation/administration/product support experience on Windows , Linux and VMWare
2) DB2, DB2 admin/ Oracle certification is preferred; AIX and IBM HACMP certification is preferred
3)Experiences in IBM PSeries/XSeries connection to SAN switch
4)Experienced in storage management, backup and recovery
5)Data center operation experiences desirable
6)Experience with project performing in an complexity environment
At least 5 years experience in implementation/administration/product support experience on Windows , Linux and VMWare
Chinese simplified: Intermediate

Advisory Resume Examples & Samples

Develop business and lead Internal Audit and Risk Consulting engagements
For business development, you will lead proposals, lead the creation of tailored offerings and take them successfully to clients
On engagements, you will be managing teams, as well as senior client stakeholders and will be responsible for delivering high quality results on your projects through generating deep insight and impactful solutions
Actively establishing, maintaining and strengthening internal and external relationships
With guidance from partners and directors, you will take the lead in identifying and pursuing potential business opportunities for EY
Drawing on your knowledge and experience, you will create innovative insights for clients, adapt methods and practices to fit team and cultural needs, and contribute to thought leadership
You will be responsible for ensuring your engagements deliver within budget
In line with our values and commitment to quality, you will consistently drive projects to completion and ensure that work is of high quality
Lead people initiatives including recruiting, retaining and training Internal Audit & Risk Consulting professionals
Deep knowledge and experience of Internal Audit & Risk Consulting. You should have relevant recent Big 4 experience (in the last 2 years), in winning and leading major Internal Audit (e.g. Out-source, Co-source, Transformation and/or Effectiveness reviews) or Controls Improvement projects with recognised major organisations in the corporate sector
Great communication skills, verbal as well as written. An ability to communicate concisely and effectively with external, as well as internal stakeholders
Team management and client relationship management skills
Demonstrated successful business development skills in a Big 4 environment in the Internal Audit & Risk Consulting in both shaping and winning client proposals and generating sales on from existing engagements
Strong problem solving skills with the ability to understand a client problem and tailor a solution right for the client
Familiar with the quality, risk management and financial management requirements of managing projects in a Big 4 environment
Qualified accountant (preferred)
·A recognised and credible senior professional in the Internal Audit & Risk Consulting space
·Significant experience in either a Big 4 in the last 2 years, and/or in an Internal Audit or Controls role in a FTSE100 and/or major global organisation in the corporate sector
·Experience of leading teams to high quality delivery and proven business development record is a must

Advisory Resume Examples & Samples

Work with high-growth clients and other market leaders in industries such as retail, consumer products, financial services, insurance and health sciences. Develop the scope of services with internal audit and executive client management, guide the team in the development of cost-effective and practical recommendations for improvement, and provide guidance on complex audit matters and monitor engagement economics
Develop and maintain productive working relationships with client management and a commitment to client satisfaction. Understand the client's industry and recognize key performance drivers. Gain acceptance on a wide variety of issues impacting the client
Participate in the career and performance development of the BRS practice by serving as a career counselor, training new staff and providing timely and specific performance feedback. Foster teamwork and innovative thinking

Macquarie Capital Debt Advisory VP Based Resume Examples & Samples

Support Analysts and Associates in financial analysis of transaction and modelling
Assess and prepare draft Term Sheets for all levels of debt within the Capital Structure
Assist in the preparation of marketing materials for clients and information for funders during debt raising processes
Liaise and build relationships with banks and other funders
Deal with internal debt/ bank queries on a day-to-day basis
Assess the appropriate debt level and debt structure for the potential acquisition / refinancing
Work closely with tax/ legal advisors in structuring the deal
Negotiate financing terms and documentation and be experienced in a range of markets
Understand and be comfortable with detailed credit analysis of transactions
Understand and communicate with rating agencies
6 - 8 years relevant experience in DCM / Debt Advisory with a focus on Industrials, Oil and Gas, Metals and Mining and / or FIG
Experience in both acquisition and LBO / HY bond financing
Strong analytical/numerical skills
Excellent commercial judgement
Excellent financial modelling skills including cashflow and financial ratio analysis
Strong powerpoint and word skills
Outstanding academic results in a relevant discipline

Technology Advisory Resume Examples & Samples

Provide strategic technology advice to North American clients in the following segments: carriers, cable companies, equipment vendors, device vendors and financial services companies
Lead engagements focused on providing technology advice re: network design, platform selection, vendor selection, spectrum utilization, RF technologies (GSM, CDMA, UMTS, LTE, , etc.), wireline and cable technologies, OSS/BSS integration, and device selection
Lead engagements focused on convergence solution design, implementation and optimization
Contribute pro-actively with business and solutions consulting teams during the pre-sales phases
Create customer proposals which lead to the selection of inCode for client projects
Provide active and competent communication of inCode strategies in customer organization
Lead the development of technology strategies to support and help the client win the target group of customers/accounts
7+ years wireline/wireless/cable, IT, high tech industry, and/or consulting experience
3+ years continuous project leadership in convergence services, white paper creation, IP networks or related fields
3+ years leading teams to provide project management to customers in service/technology development, business planning, market research or related fields
Expertise in backhaul, access, transport, switching, subscriber management, session control, charging/billing, policy management, service/content delivery, 3G and/or 4G
Deep cable, wireline and wireless industry skills, including content delivery, convergence services and platforms
Direct exposure to consulting engagements or delivery to Tier 1 and 2 telecom carriers and MSOs in North America
Experience supervising a staff of 5
Sales familiarity and comfort
Bachelor degree; computer science and electrical engineering, Masters degree or PhD preferred, MBA a plus

Internal Audit Associate, Advisory, Singapore Resume Examples & Samples

Job planning: Research on client background and risks, planning staff resource and propose tailored audit work program and audit time schedules, coordinate with client on kick off meeting with client and other necessary planning activities
Reporting: Prepare draft and final reports after the necessary internal reviews, wrap up audit work programs and workfiles, and assist in any other wrap up activities
Recognized Bachelor's or Master's degree in Finance, Business or other related field
At least 2 years' experience gained in an internal auditing/line position in a commercial environment, or in a big public accounting firm. Candidates with lesser experience may be considered for an Associa
Excellent command of spoken and written English and Chinese (required to liaise with Chinese clients and translation work)

Director of Business Unit Global Accounting Policy & Advisory Resume Examples & Samples

5+ years of Financial Accounting experience
Bachelor’s Degree in Accounting
CPA
Strong technical understanding of US GAAP required
Excellent communication skills (written and verbal(
2+ years of experience at a CPA firm national office

Black Rock Brs Advisory Director Resume Examples & Samples

Strategic Consulting
Official Sector
Transaction Support
Support Head of Practice Areas in developing strategic design and tactical approach to Practice Area launch
Collaborate with Practice Leaders and adjacent business functions to ensure development and refinement of various Practice Area dimensions
Ensure Practice Area product development lifecycle is being managed efficiently to the highest standard of quality
Facilitate provision of tools and subject matter expertise needed by Practice Leaders to initiate upon execution of products and services and fulfill client mandates
Coordinate design and implementation of process infrastructure used to establish key decision making for Practice Areas launch
Work closely with Practice Areas staff members to proactively help identify and mitigate potential issues or risks
Collect, measure, report, and communicate progress of Practice Area with Head of Practice Areas, senior leadership, and other key stakeholders
Immerse sufficiently in project content to understand BlackRock advisory business execution skills and how they can be leveraged and expanded
Support specific client projects, as needed, as a means of further product lifecycle refinement and professional development
Strong interpersonal skills, demonstrating a consistent commitment and ability to work with diverse work groups and individuals
Proven decision-making capabilities and sound judgment, objectively evaluating pros, cons, trade-offs and alternatives
Strong conceptual and analytical capability, curiosity, strategic thinking, and the ability to rapidly learn and apply new concepts
Commitment to a high level of integrity, honesty, openness, willingness to provide and accept feedback, and engage in constructive debate
Strong ability to hold self and others accountable to delivering results
Ability to translate business requirements into project goals and deliverables
A drive for results that reflects an ownership mentality
Experienced with Microsoft Office Suite (Excel, PowerPoint, Word)
Superior writing skills

Director, Asia Pacific Advisory Centre Resume Examples & Samples

Procurement design and transformation
Supply chain strategy and operating models
Analytics
Risk Transformation
Finance Transformation
People and Organisation Change
Demonstrated record with a blue chip consulting organization in a key regional leadership role
Candidates should possess at least a Bachelor's Degree; MBA graduates from top international business schools preferred
At least 14 years of hands-on experience in a key advisory role, with proven track records in developing, designing and implementing complex solutions for clients in South-East Asia, ASEAN or APAC for the respective competency
Forward-thinker and self-motivator that thrives on new challenges and adapts quickly to learning new knowledge

Operations Specialist Advisory Resume Examples & Samples

High School Diploma required; Associates Degree with financial emphasis highly preferred
No directly related previous experience required; 1-2 years of banking or financial experience highly preferred
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other standard office procedures and terminology
Computer proficiency including Microsoft Office skills, especially Word and Excel. MS Access a plus
Licenses not required, Serices 7 & 66 desired

Advisory Resume Examples & Samples

Provide strategic sourcing services related to regulatory compliance, AML, corporate governance, enterprise risk management, internal controls and internal audit, to our clients in financial services (FS) industry
Assist organizations to maintain effective and efficient controls, in order to manage organizational and strategic risks
Provide advisory services to functional management and Audit Committee on business risk profile and status or trend of related business internal controls
Conduct internal audits and special reviews on complex or high risk sites, in multiple disciplines across the business

Advisory Resume Examples & Samples

Industry insights and domain knowledge
Proficient skills and knowledge around UX design methods and tools
Understand modern development methodology, moving from ideation to prototyping to development requirements (e.g. Agile / Lean type methods)
Experience in rapid prototyping using modern tools (including those for iOS, Android and websites)
Knowledge and experience of the key toolkits in industry (from wire-framing to rapid prototyping design)
Interact with internal or external development team going from idea to development of actual app or website
Logical thinker, analytical with good planning and organizational skills
Able to engage with senior executives and stakeholders

Gwm-discretionary & Advisory Product Development Resume Examples & Samples

Analyze current investment offerings across Wealth Management
Coordinate initiatives globally across regions where needed
Drive new product development and build-out of new investment capabilities
Develop and manage project plans, and updates for senior management
Investor relations: Provide product support for Investor, Banker and Client Service inquiries. Product Strategy & Oversight: Monitor industry developments and drive product enhancements as appropriate
Partner with Legal, Compliance & Risk to identify areas of risk & regulatory exposure across multiple asset classes
Minimum of 5 years of financial industry experience
Working knowledge of advisory programs and discretionary asset management including the Mutual Funds, Separately Managed Accounts and Unified Managed Accounts

Advisory Resume Examples & Samples

Take a practical approach to solving issues and gaining client agreement
Be able to analyse complex problems and to deliver insightful, practical and sustainable solutions
Be skilled in facilitating and encouraging collaboration amongst team members, and is capable of motivating teams to maximise performance
Be confident and effective in recognising and managing potential issues during client assignments
Structure and manage projects or programmes of work which meet client expectations and mitigate any risks or issues
Focus on achieving project / programme goals and objectives
Be adept at overcoming issues and barriers
Have experience of full project lifecycle from concept through to implementation
Have a primary degree (or equivalent), from a leading university preferred
To successfully sell, design and deliver performance improvement and operating model programmes in the sectors
To solve business issues and problems
To demonstrate an understanding of operational environments in businesses
To win and sustain client confidence
To work confidently with credibility and influence at very senior levels
To demonstrate an understanding of project and programme management leading practices
Team coaching and leadership
To capture new business and develop client relationships

Guidewire Co E Advisory Executive Resume Examples & Samples

Delivery on a client assignment
Guidewire (ClaimsCenter or PolicyCenter)
TIA
Accenture Claims Components
Java Integration

Associate, FMA Advisory Resume Examples & Samples

Liaise with BlackRock portfolio managers, sector specialists, and advisory teams in various locations, including Gurgaon, New York, London and Dublin, in producing research notes & presentations on macro-economic themes, financial institutions & banks, and performance of Fixed Income Asset-classes, using public disclosures, PM commentary, research websites, and BlackRock’s proprietary models, systems
Preparing PowerPoint pitch-books for advisory teams and potential clients, periodic market summaries, and client presentations using the BlackRock template
Interacting with clients to present results and address requests or questions
Preparing presentations, public information books and study recent market developments for new business opportunities
Acting as a bridge between internal teams, including analytics and portfolio management. Also, coordinating with other colleagues in India and other BlackRock offices in analyzing risk analytics data and creating reports
Demonstrated record of business and academic achievement, teamwork and professionalism
Industry experience of 1-4 years including a rich experience in research on global financial markets, fixed income assets, and financial institutions
Strong ability to interpret & present critical findings on fixed income markets, Financial Institutions & Banks from financial statements, research publications, and other BlackRock proprietary material
Strong ability to understand capital structure, funding profile, asset distribution, and performance of Financial Institutions
Ability to interpret performance metrics on broad Asset-Classes (MBS, Corp-bonds, sovereigns, ABS, etc.) and produce specific market commentary
Must possess in-depth knowledge of financial markets and current events, and be able to understand financial products
Self-starter who can work independently and be able to work and deliver under minimal supervision
A Masters degree in Finance, Economics, Commerce or Pure Sciences from a highly reputed institute
Strong quantitative and data interpretation/manipulation skills
MBA/CFA or progress towards one is a plus
Strong communication skills (both written and oral)
Good eye for visual display of information and Presentation skills (proficiency in MS PowerPoint a must)
Basic Excel skills, including data manipulation and chart production

Graduate Project Analysts Uki Advisory Resume Examples & Samples

At least 300 (24) UCAS points
Enjoy working as part of a team and achieving shared goals and objectives
You must be eligible to work in the UK and willing to travel

Team Leader Formalities Advisory Resume Examples & Samples

Regulatory controls: the person provides support and guidance on tax issues relative to Foreign Account Tax Compliance Act (FATCA), Qualified Intermediary, US Tax Forms: W9, W-8BEN E, W-8IMY, & other W series forms
Monitoring controls: insures the implementation of any new tax requirements or services at an operational level
Management of several regulatory implementation projects
In depth knowledge of Operational and Regulatory Tax requirements (FATCA, ESD, QI, Double Tax treaty Benefits)
Ability to link business and regulatory knowledge
Pro-active and solution oriented, enthusiastic and stress resilient
Fluent in oral and written English, German and/or French would be a considerable asset

Ops Specialist Advisory Operations Resume Examples & Samples

Monitoring accounts below program funding requirements for termination
Direct Bill maintenance and processing
Fee adjustments processing – cycle changes, terminations, and corrections
Commission adjustments for Investment Advisor Representative changes, and fee adjustments
Coordination with internal departments for processing of journals, distributions, account opening, trading, compliance and performance
Reporting for billing, ERM
Strong analytical skills
Ability to perform under pressure to meet deadlines
Bachelor's degree or equivalent preferred

Advisory Resume Examples & Samples

Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments and other planning documents. Work with the engagement team to document the business processes dependent on information technology. Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of the 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
Demonstrate expert ability to identify and analyze business and user requirements and develop, present and demonstrate professional solutions to prospective customers based on detailed customer requirements
Prepare and conduct proposal presentations, demonstrations and participate in marketing and promotional activities (workshops, seminars, training, speeches etc.)
Perform planned and ad-hoc security reviews to ensure compliance with existing policies
Lead team to provide information security advisory services on risk and security best practices

Advisory Resume Examples & Samples

Passionate about delivering great customer experiences
Client side advisory experience or programme experience within large recognised organisations
Excellent proposal writing and presentation delivery skills
Structured approach to problem solving
Ability to manage client relationships
Ability to manage engagements and med-large teams
Ability to travel as needed (20%)
Good understanding of consumer needs and product lifecycle; strong industry experience delivering marketing/sales/service solutions and capabilities across multiple channels
Strong business focus supported by deep process knowledge or strong operational experience in more than one of the key front office functions in a multi-channel environment is essential
Experience in business consulting, particularly customer strategy, operating model design, business requirements gathering, process mapping, data model and database design
Ability to provide clients with in depth process and benefits management knowledge combined with programme and client relationship management skills to enable and accelerate the delivery of benefit from large-scale Technology Enabled Customer Transformation Programmes
Implementation experience of one or more of the leading CRM/Billing solutions
Experience in securing/delivering both sustained change and the delivery of tangible business benefits
Strong academic record including a relevant third level degree in Business Information Systems, Information technology, Electronic Commerce or a related area
At least 5 years relevant business experience
Strong consulting skills with experience of facilitation, presentation skills, gaining entry and building rapport, innovative thinking, managing conflict, senior level engagement, building consensus and obtaining buy-in
A proven knowledge, and application in project lifecycles (of some) of the following; Technology Enabled Transformation, Business Process Re-engineering, Business Analysis Methodologies, Business Case creation and Benefits tracking, Requirements Gathering, Vendor Selection, Business Change Management
An understanding of and experience in the Software Development Lifecycle

Advisory Resume Examples & Samples

Strong background in customer acquisition, customer onboarding, customer development, customer loyalty, and customer win-back initiatives
Ability to identify new opportunities and advocate new initiatives for process & customer experience improvement in order to achieve brand loyalty, cost reductions, revenue growth, margin improvement or gains in customer or employee satisfaction for our Clients
Understanding of the linkage between business objectives and customer experience and working seamlessly to integrate the two together
Experience in innovating new journeys for changing business needs and feeding into larger strategic programmes
Have an intense focus on the customer experience through research (VoC), design, development and execution of small to large scale customer journey initiatives
Deep understanding of the metrics used to measure customer experience (NPS etc.), how they are used within leading organisations, and how to leverage them to drive change programmes
Experience of delivering medium to large scale Customer Experience improvements & financial benefits through projects that have changed how a business operates
Strong academic record including a third level degree, preferably in business/technology
MBA qualification would be an advantage
Experience in providing advisory services in a Customer Operations, Commercial or Sales/Marketing function
Experience of business change projects and programmes

Advisory Resume Examples & Samples

Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, data risk assessments, and other planning documents. Work with the engagement team to document the business processes dependent on databases
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 database 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
Help Manager, Senior Manager, and Partner with go to market strategy and proposals
Rich administration/development knowledge and experience in popular RDBMS products, such as, Oracle (9i/10G/11G) and MSSQL (2000/2005/2008), in below area,
RDBMS/Database architecture/security assessment, design, review, implementation and monitoring
RDBMS planning, installation and configuration
Perform day to day database support task for application backend database, like, instance/database creation, capacity estimation, audit log mining, performance tuning, object promotion, data import/export, backup/restore, trouble shooting and root cause analyze, etc
RDBMS advanced feature knowledge and experience, like (not limited),
Grid Control, Data Vault, Data stream and DB Link of Oracle
Replication, Linked Server, log shipping and DTS/SSIS of MSSQL
Experience in design, review, or implement projects relate to Meta Data, Data Quality, Data Governance, Data Conversion, Data Migration, and Data Warehouse
Network (Cisco Switch/FireWall/VPN/Router) device and OS (Windows/Linux/Unix) admin, especially security admin experience a plus
A bachelor's or master's degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline and/or a professional certification i.e. CISA, CPA, CA, CISSP, CISM, CBCP, CIA,CFE, ISO 27001 leader auditor, ISO 20000 leader auditor, BS25999 leader auditor, PMP, and ITIL V3 certification
Excellent command of written and spoken English and Chinese

Cib-advisory Business Resume Examples & Samples

3-8 years’ experience as portfolio manager and/or buy-side or sell side trader. Ideally both
Experience in trading equities and futures and/or listed options across multiple asset classes. Swaps, other instruments a plus
Bachelor's degree or equivalent in Finance, Economics or a related field
Crisp oral and written communication skills, including the ability to translate complex financial concepts into simple language and presentations
Excellent analytical and financial modeling skills
Self-starter, hands-on, entrepreneurial attitude

FS Advisory Resume Examples & Samples

Evidence of performing a leadership role through a full end-to-end Project lifecycle for at least 2 initiatives with a budget of over £1m
Financial Services experience, with specifically excellent technical expertise in Insurance one of our key sectors (Banking & Capital markets, Wealth and Asset Management are the others)
Highly flexible and a willingness to ‘get hands dirty’ as well as providing strategic direction
Ambitious and shows willingness to move career forward quickly through a variety of client interactions and assignments that will push and challenge you on a daily basis
Regularly interface with client organization at appropriate levels and be responsible for managing the relationship
Ensure effective execution of methodologies
Utilize existing relationships to develop business opportunities
Manage PMO functions including reporting, risks, issue and resource management
Develop people through effectively supervising, coaching, and mentoring staff

CFO Advisory Team Head Resume Examples & Samples

Leading the team of analysts based in Krakow including capacity/ workload management in close cooperation with the functional team leaders located in Switzerland
Training and maintaining an effective team who partners with the onshore teams to provide best in class analysis under time pressure and with conflicting priorities
Cooperating on daily basis with senior stakeholders located in Switzerland across various Group Finance functions, e.g. Reporting and Analytics Services, Group Accounting and Controlling, Group Treasury
Providing analytical service that includes comprehensive ad-hoc analyses, core analytical support of any financial information requirement beyond standard reporting framework, business performance measurement, assists in the preparation of key presentations and financial results
Driving changes, service innovation and process excellence in cooperation with the team members
Analysis of quarterly, monthly and weekly results from aggregated results down to individual financial transaction

Assistant Manager Lead Advisory Resume Examples & Samples

Ensure smooth service delivery within the defined geographical area
Ensure that team members deliver quality service as per client's needs and priorities
Partner with internal and external clients to improve processes
Work with project leaders to analyze resource needs and gaps across locations, and devise alternative ways forward
Produce assignment budgets and timetables, and manage delivery against them
Manage a team of 6-9 people
Measure, monitor and improve client service by guiding team members and driving excellence in service delivery
Focus teams on the key priorities while managing several medium-size projects
Assign people to projects based on their skills, career goals and client's expectations
Provide team members with accurate and useful guidance in technical areas of high risk and complexity
Act as a counselor for team members
Participate in goal setting, performance appraisal and management of counselees
Identify L&D requirements of counselees
Have expert knowledge of basic valuations principles and financial statements
Have good knowledge of research databases like Capital IQ, Factset, One Source, Factiva, Reuters, etc
Be proficient to search/source right information from relevant sources
Perform QC reviews and ensure that the output delivered is of utmost quality
Coach and mentor team members on technical skills and soft skills
Manage communication with the on-site teams, and provide thought leadership ideas on scope of work
Participate in goal-setting, performance appraisal and management of counselees
Have preferably conducted domain-specific training sessions for team members
Manage own time to budgets and communicate progress against plan
Act as a counselor for four-five team members (CAs and MBAs)
Actively promote the sharing of knowledge within the group
Be organized and structured in the completion of tasks
Contribute pro-actively to building team spirit

Advisory Resume Examples & Samples

Experience in banking, capital markets, fund management or insurance industry is a must
Experience in financial services regulatory bodies is a definite advantage
Experience in leading and/or conducting Sarbanes-Oxley control documentation projects
Strong client service focus and an ability to interact and work effectively with people at all levels
Strong analytical, problem solving, report writing and presentation skills
Self motivated team player with a dedication to teamwork and leadership
Travelling within Asia is required

Hrsd Global Head Advisory Resume Examples & Samples

Set customer service and quality standards for delivery of HR services to ensure a seamless experience
Design and implement initiatives to capture and respond to the Voice of the Customer, as well as marketing activities to further increase usage of HR advice
Develop quality management plans by analyzing data / trends, identifying critical control points and preventive measures. Monitor procedures and drive implementation of corrective actions
Coordinate and partner with regional HRSD Advisory teams to deliver Advisory services to clients globally through establishing / reviewing service offering, standards, systems and processes – specifically across International Mobility Services (IMS), Reward Delivery, Line Manager and Employee Advisory
Implement the HRSD Advisory philosophy and determine the associated training needs to deliver high standard of customer service and enhance client experience
Manage the key touch points and interfaces between HR BP and LMA globally
Continuously enhance and evolve advisory offering including services, metrics and processes to meet customer needs
Serve as the global process owner of LMA Line Manager Advisory processes as well as global RIF process
Own HRSD landing pages and content globally, driving the thinking and evolution so that they are simple and intuitive to use
Leverage lean / six sigma practices to enhance quality management

Manager Internal Audit Advisory Perth Resume Examples & Samples

Participating in Risk Service engagements, including internal audit and risk advisory
Working effectively as a team member and leader- sharing responsibility, providing support, maintaining communication and updating senior team members on progress
Assisting with the preparation of reports and schedules for clients and other stakeholders
Developing and maintaining productive working relationships with client personnel
Understanding of effective governance processes and controls

Credit Ratings Advisory Resume Examples & Samples

7-10+ years of relevant credit experience working in a credit rating agency, bank/investment bank, regulator, investment manager (or similar institution) or consultancy/accounting firm
Strong communication skills in fluent Mandarin and in spoken/written English
Ability to analyse NBFIs (leasing firms, aircraft financing firms, securities/broker-dealers, asset managers, especially in China) in depth for the purpose of assigning credit ratings, strong understanding of macro financial system risks
Resourcefulness in terms of managing challenges associated with data collection and analysis; self-motivated and enthusiastic in writing
Able to work independently yet contribute to team objectives
Confident and articulate in communicating with internal/external constituents (including investors, bankers, regulators and media)
Willing to be forthright/outspoken in internal/external discussions and challenge opinions of others (including of more senior colleagues)
Demonstrable inquisitive, broad-minded and forward-thinking analytical nature, with international perspectives in relation to credit matters
Proficiency in the use of Excel/Word/PowerPoint/Adobe

Manager, Costing Advisory Resume Examples & Samples

Manage all aspects of the scoping, planning, design, development, analysis, and update of costing studies and models, including the review and validation of the work done by direct reports
Present to internal businesses the results of costing studies, including the cost of services provided and the impact on service cost allocations
Responsible for incorporating study results, as necessary, in the annual plan allocations to businesses
Act as the subject matter expert on costing matters for the assigned operational groups and act as the primary liaison with business sponsors
Lead the transformation of costing data into costing information and recommendations that will contribute in the business decision making process
Assist the Head, Enterprise Costing in
Staff / Team Management experience
Strong Client Focus and Superior inter-personal skills as the role deals with individuals at all levels across the enterprise
Strong business acumen including the ability to quickly understand the various business operating models and identify operational services and drivers of service cost
Superior analytical and modeling skills which include the ability to collect manipulate and synthesize large quantities of data
Professional designation (CMA, CGA, MBA) or equivalent experience

100

Portfolio Specialist Active Portfolio Advisory Resume Examples & Samples

Manage multi- and single asset class portfolios, delivering proactive investment advice to clients. Investment instruments are predominantly at a single security level (bonds/equities) but include mutual funds and other investment instruments
Following developments in the financial markets to maintain an understanding of historic, current and anticipated trends and that ideas are based on the UBS house view with appropriate securities used to maximise the performance of clients' portfolios in a manner that is consistent with their objectives and risk profile
Ability to monitor single and multi-asset class portfolios in a systematic manner and the execution, confirmation and reporting of client trades
Maintaining up-to-date client records and supporting documentation to ensure the adherence to agreed investment mandate objectives, compliance requirements and trading procedures
Promotion of Portfolio Advisory to internal partners and to prospect clients

101

Advisory Resume Examples & Samples

Provide financial risk management advisory services to high-growth clients and other market members in industries such as banking, insurance and other financial services
Develop risk management solutions and maintain productive working relationships with client management, and a commitment to client satisfaction
Utilize technology and tools to continually learn and innovate, share knowledge with team members and enhance service delivery
Guide the team in the development of cost-effective and practical recommendations for improvement and monitor engagement economics

102

Manager, Accounting & Transactional Advisory Resume Examples & Samples

Assist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions
Provide conversion services to United States and foreign registered companies that need a change in their financial reporting to U.S. Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS)
Bachelor's degree in an appropriate field from an accredited college/university
Licensed CPA or equivalent
Ability to travel domestically and internationally

103

Am-pensions Solutions & Advisory Resume Examples & Samples

Advice, presentations, and recommendations to the firm's corporate and public defined benefit clients and prospects on various aspects of asset allocation, risk management and investment strategies
Thought leadership on issues facing institutional investors, with a focus on the implementable investment strategies
Working with partners across the organization to position JPMAM as a leading provider of solutions and advisory services to pension funds
Interface with internal and external clients to present our strategic views on asset allocation and the range of implementable investment solutions to solve client problems
Work with product partners to implement investment solutions
Contribute to white papers and other content on pension-related topics
Expertise in US (and preferably knowledge of Canadian) corporate and public pension finance, regulations and accounting
Knowledge of fixed income (markets and analytics), derivative instruments, asset allocation methods, economics, and statistical analysis
Familiarity with a range of asset classes and their role in portfolios
5yrs experience in an investment or client-facing role managing or advising pension funds
Excellent problem solving, time and project management skills
Can articulate complex ideas clearly and concisely
Self-starter who can work well independently, but must deliver as a team player, provide excellent service to internal/external clients, and educate others
CFA, MBA (Finance) or related graduate degree strongly preferred

104

Western Division Lending Advisory Team Lead Resume Examples & Samples

Provide guidance and training to a team of Regional Lending Advisors for the Northwest, Southwest, Southeast and South Central Regions in large and complex securities-based lending transactions for HNW borrowers
Own the large and complex SBL transactions for PWM clients in the Western Division
Own the First Line of Defense process for applicable SBL transactions in the Western Division

105

FSO Oceania Advisory Operations Manager Resume Examples & Samples

Key entry point into the Performance Improvement business
Link with central EY and FSO functions including finance, infrastructure, human resources, internal communications, knowledge, QRM, sales and marketing, learning and development etc
Collectively with other Operations Leads, contribute towards the achievement of operational excellence across FSO Advisory
Contribute to the strategic thinking and shaping of the Performance Improvement practice as part of the Vision 2020 ambition
Undertaking ad-hoc projects at the request of partners, willing to take a hands-on approach towards whatever the issue of the day is
Proactively look to define, improve and implement new operational processes
A Bachelor Degree
Advanced Excel and solid accounting skills
Excellent analytical skills and capacity to interpret financial and non financial data, experience in scenario based planning, forecasting and financial modelling
High level of interpersonal skills, written and verbal communication skills
Excellent organisational skills, ability to prioritise well and work under pressure to meet deadlines / timeframes
Strong analytical skills and experience in proactive strategic analyses and financial modelling
At least 6 years’ experience in business related roles and at least 4 years’ experience in a management role
3 things about us (that you probably didn’t know)
Did you know that in the last financial year, we sent over 100 people to work in 16 different countries?
Did you know that we were judged number 33 in the BRW’s Great Places to Work survey?
Did you know that we were recognised as an Employer of Choice for Women for the 11th year in a row?

106

Prudential Advisory Resume Examples & Samples

Strong Financial Services and Prudential experience
Liquidity and Basel 3
Stress Testing and recovery experience
Educated to degree standard or higher

107

Digital Manager, Asia-pacific Advisory Centre Resume Examples & Samples

Creating ‘customer centric’ organisations and how this translates as the central purpose for a wining digital strategy
Digital ‘customer experience’, particularly in mass market consumer facing initiatives including Financial Services and FMCG/Retail
Web, mobile, wearables and social media channels
Digital sales and self-service channels and their integration with social and digital/direct marketing channels
Delivering strategy through implementation of digital programs and technology

108

Transaction Advisory Serivces Resume Examples & Samples

ACA, ACCA or equivalent qualified
Commercial awareness gained through relevant experience (either from within an Audit or Transaction Support role)
Excellent analytical, IT and interpersonal abilities

109

Advisory Resume Examples & Samples

Gather and analyse business requirements from users
Understand, utilise and communicate leading practice methodologies, business requirements, market trends and industry standards internally and externally
Advise business process improvement and changes
Execute process(prefer with experience in supply chain management and/or financial management functions )and technology transformation project implementation and delivery
Design, develop, implement and support packaged applications such as ERP

110

Advisory Resume Examples & Samples

Identify new business opportunities and provide strong assistance to the company in the winning of that business within the Domestic Life Sciences market
Develops client relationships that will result in additional revenue and revenue opportunity within certain enterprises
Manage and implement the delivery of consulting engagements

111

Manager, Costing Advisory Resume Examples & Samples

Manage all aspects of the scoping, planning, design, development, analysis, update of costing models / studies, including the review / validation of the work done by direct reports
Engage Branches and Commercial Finance Centres across Canada annually to update activity, process, costing, and analysis
Responsible for ensuring study results accurately reflect Distribution Channels costing operations and activities
Act as the primary liaison with multiple financial and product group business sponsors impacted by the cost studies
Lead the transformation of costing data into costing information that will be used in the decision making process
Develop / nurture effective partnerships with management and non-management staff across the enterprise
Act as an ambassador of Enterprise Costing
Assist Senior Manager in
Superior inter-personal skills as we are dealing with individuals at all levels across the enterprise
Superior analytical and modeling skills which include the ability to collect manipulate and synthesize large quantity of data
Strong business acumen including the ability to quickly understand the various business models of our partners
Strong Client Focus
Ability to deal with ambiguity as there no generally accepted rules for costing and there is fair level of uniqueness in cost modeling

112

Advisory Resume Examples & Samples

Financial audit support
IT security
Program change control
Operating systems (Windows, Unix, AS/400)
ERP applications (SAP, Oracle JDE)
Management skills
Marketing and sales

113

Advisory Resume Examples & Samples

Participate in and, as required, lead a variety of ITRA engagements
Assist with generating new ITRA business opportunities and building internal and external networks and relationships
Understand all our Advisory service offerings and actively identify opportunities to better serve clients
Be a leader in IT Risk Consulting in the market, for example in General IT Risk Management, Information Security, Data Protection/Privacy, IT Internal Audit, Data Analytics, ERP risk management, IT programme/project assurance etc
Contribute to people initiatives including recruiting, retaining and training ITRA professionals
Ensure compliance with our Global Audit & Advisory Methodologies and applicable regulations
Information Security/Data Protection,
General IT Risk & Control Advisory,
IT Internal Audit & Internal Controls,
IT Project Assurance and IT Project Management
Information Management & Process Analytics,
Third Party Reporting
ERP Process & Controls Advisory (e.g., SAP, Oracle, JD Edwards),

114

Advisory Resume Examples & Samples

Strong understanding of a variety of regulatory compliance models (i.e. HIPAA, SOX, FDA, FERC/NERC etc.)
Application controls and security experiences involving ERPs
Sensitive access and SoD testing

115

Advisory Business Process Improvement Resume Examples & Samples

Business Process Re-design and Implementation:detailed process design and analysis to line up process, system and organisational elements to deliver tailored solutions for our clients issues
Business Process Mapping:As part of major programme transformations and other client requirements, facilitate process mapping sessions with multiple client stakeholders and lead a team of analysts to produce business process maps, process catalogues and hierarchies
Lean Opportunities:identifying and implementing Lean tools to help our clients operate their business processes more effectively, transforming their business processes to drive measurable performance
Operate as the engagement leader and so will be responsible for all aspects of project and team management from shaping the approach to ensuring profitable delivery of our services
Solve business and Customer-related problems issues through collaboration and teaming
Take responsibility for running and improving the efficiency of internal initiatives and provide thought leadership that improves EY's brand in the market
Develop people through effectively supervising, coaching, and mentoring junior staff
Conduct performance reviews and contribute to staff performance feedback
Contribute to people initiatives including recruiting, retaining and training Advisory professionals

116

Advisory Resume Examples & Samples

Bachelor degree in information technology or a related discipline, Master degree is a plus
Minimum of three years of relevant experience in prestigious consulting firm
Strong knowledge and experience of ERP systems
Working experience and solid technical / working knowledge of ERP applications in business operations, corporate finance or IT for at least one major ERP package (SAP, Oracle)
Experience as SAP / Oracle System Administrator is a plus
Project management skills, experience in leading an ERP implementation preferred
Able to work with team members who have different backgrounds and experience
Self-motivated and able to work under pressure

117

Ey-graduate Project Analyst, UKI Advisory Resume Examples & Samples

Minimum 2.1 degree
Grade B or above for GCSE Mathematics and English Language (or equivalent)
Ability to build rapport and relationships with individuals at all levels irrespective of background
Ability to communicate clearly and concisely in both oral and written forms
Aptitude to be service orientated and appreciation for what it means to be client-facing and represent our Firm in everything that you do - Capable of performing under pressure
Inquisitive and analytical
To be IT literate and receptive to new IT developments
Keen to face new challenges and learn new skills

118

Associate, M&A Advisory Resume Examples & Samples

Support the business activities of the Global Banking coverage model wherever ‘event-driven’ transactions are being originated and/or executed
Provide subject matter expertise within Power & Utilities coverage
Assist in the preparation of pitching materials to assist senior bankers to win mandates. Assist senior originator with the marketing efforts to clients and to ensure that pro-active client relationships are maintained
Develop and prepare qualitative and quantitative analysis
Manage and lead analyst involvement on work projects
Participate in the training of analysts
Promote the activities of Global Banking both within and outside the Group
Act as a resource for the wider Strategic Transaction Group as directed by the Head of STG/Global Sector Teams
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
Investment Banking/Corporate Finance background – minimum of three years of experience
Strong preference for Power & Utilities experience in the United States
Strong quantitative and qualitative analytical skills
Experience of financial modelling, valuation, and execution
A strong understanding of the financial markets
Exceptional academic credentials
Bachelor’s Degree in Finance, Economics, Math, Engineering, or other quantitative field of study

119

Reg Advisory Resume Examples & Samples

Strategic implications of regulation
Produce, with limited supervision, complete and accurate work. Build credible relationships with clients both by demonstrating technical skills and knowledge and also by handling complaints and customer redress appropriately
Provide a variety of support on client campaigns from researching new regulations to assisting effective business implementation
Develop presentations that are clear and impactful, translating EY services into meaningful value propositions for clients
Document collation and review– evidencing paper trail of transactions and analysing legal and other documents to identify key facts, anomalies, etc, for categorisation
Data input and reporting– of key information into spreadsheets and/or proprietary systems, by conducting detailed and summary analyses (by transition, time period or categorisation)
Contract reviews – analysing if requirements are adequately defined and documented
Regulatory remediation and quality compliance testing
Regulatory experience at the FSA/ FCA, a FTSE 100 Financial Services organisation, one of the other Top 4 consultancies, or another Advisory firm
Knowledge of CASS, governance, conduct risk, new regulatory developments such as MiFID 2 would be beneficial
Strong academic background which could include the following: 2:1 degree, CII Exams ( FPC / AFPC), CISI Level 4, Prince 2, CeMAP, CeFA and / or Other Financial Services qualifications

120

FS Advisory, Programme Management Resume Examples & Samples

Strong background of leading teams, comprising both IT and business specialists
Specific solution experience in the areas of Finance Transformation, regulatory change, digital or strategic change
Knowledge of a range of development methodologies including waterfall, agile, lean and offshore
Supporting the development and sale of consulting solutions
Team player who can quickly build rapport with the client and prove credibility
Bring FS and project management skills and experience that the client does not have access to internally
Strong presentation and facilitation skills
Ensure client deliverables are quality focused and delivered on a timely basis
Endeavour to become the trusted advisor of clients - be seen in the market place and be recognized as a first-choice solutions provider
Contribute to people initiatives, including recruiting, retaining and training
Business degree, at 2:1 or better
Professional Project Management Certification (preferred)

121

Advisory Resume Examples & Samples

Manage financial aspects of client engagements
Be a key contributor to growing IT Risk Consulting services in the market, for example in General IT Risk Management, Information Security, Data Protection/Privacy, IT Internal Audit, Data Analytics, ERP risk management, IT programme/project assurance etc
Lead and develop people through effectively supervising and coaching

122

Blackstone Advisory Partners Resume Examples & Samples

Development of client presentations
Assistance in the execution of transactions
Drafting of memoranda for internal and external use

123

Advisory Resume Examples & Samples

Deliver and implement customized analytics solutions to our clients for them to fulfill accounting, business and regulatory requirements
Work on a wide range of financial service risk management projects, such as credit risk modeling (model development, optimization, validation and application), impairment modeling, predictive modeling, behavior modeling, stress testing, capital management and etc
Manage a team to develop new approaches and ideas to fit client needs, by utilizing various quantitative and qualitative analysis, assessments and techniques
Provide and manage project plans, follow up with project progresses and ensure all tasks and requirements are delivered in a timely manner and of high qualities
Seek out the requirements from clients, build relevant data mines, extract data for analysis and perform all relevant data treatments
Perform quantitative analysis, and communicate insights/findings with clients’ senior management and the Board
Prepare and present pre-sales materials and client proposals
Deliver skill and knowledge transfer workshops
Support China team’s pursuits and solution implementations

124

Reg Advisory Resume Examples & Samples

To work as part of a team in identifying regulatory gaps and breaches. This could include assessing the quality of advice given by a firm in relation to financial products, assessing a firms systems and controls or validating the robustness of the measures taken by a firm to correct issues identified
Provide input into the understanding and application of regulatory and industry standards
Support the development of solutions to resolve complex regulatory risks and issues
Assist with the formulation of conclusions and recommendations that will be delivered to clients and other parties
Support the analysis of emerging regulatory issues, the articulation of an EY point of view and the development of an EY proposition
FPC or QCF Level 4 qualified
Thorough understanding of financial markets and regulatory standards and an ability to translate these into workable client solutions
Proven track record of assessing suitability of advice in relation financial instruments/products
Sound technical knowledge of financial products and / or customer-facing regulated activities (e.g. complaint handling) e
CeFA qualified or equivalent
Strong academic background, ideally to a degree level although not essential
Analytical skills; specifically, the ability to assess information, draw conclusions and make recommendations

125

Reg Advisory Resume Examples & Samples

To work as part of a team in identifying regulatory gaps and breaches. This could include assessing the quality of advice given by a firm in relation to financial products, assessing a firms systems, or validating the measures taken by a firm to correct issues
Provide input into the application of regulatory standards and support the development of solutions to resolve complex regulatory risks and issues
Assist with the formulation of conclusions and regulatory recommendations
Thorough understanding of financial markets and regulatory standards and an ability to translate these into client solutions
Experience of working with Regulatory bodies such as the FSA, FSCS or Financial Ombudsman Service
Proven track record of assessing suitability of advice in relation to financial instruments/products
Sound technical knowledge of financial products and / or customer-facing regulated activities (e.g. complaint handling)
CeFA qualified or equivalent and strong academic background, ideally to a degree level or equivalent
Flexibility to travel and work full-time on assignments, as necessary

126

Reg Advisory Resume Examples & Samples

Deliver subject matter expertise on key accounts by creating and sharing leading practices and market insights. Proactively seek new methodologies and tools and innovate to deliver proposals in different ways
Develop account plans and coordinate delivery of a range of service offerings, mobilizing appropriate resources and ensuring consistent quality. Identify challenges and, where required, escalate issues related to the client requirements including in relation to client feedback
Develop an understanding of client issues and preferable outcomes by surfacing diverse perspectives and differences in discussion with key stakeholders and team members. Consult at all levels of the business to align client relationship management support to business strategy and priority areas
Develop a wide and deep network across client organizations and professional bodies, developing lasting, mutually beneficial relationships with key stakeholders
Actively find new client opportunities, introduce appropriate subject matter experts and convert to revenue
Solid, senior level business development, sales and regulatory experience at the FSA/ FCA, a FTSE 100 Financial Services organisation, one of the other Top 4 consultancies, or another Advisory firm
Excellent influencing and powerful communication skills in order to be credible and to be able to demonstrate a thorough understanding of the strategic business drivers for EY within the SME market
In depth knowledge of one of the following areas: CASS, governance, conduct risk, new regulatory developments such as MiFID 2

127

Reg Advisory Resume Examples & Samples

Advise clients with deep technical insights and build credibility based on an understanding of their challenges related to technical matters. Assist in preparing risk assessments and annual plans for financial services clients. Provide high quality, professional day-to-day execution of engagements and projects in line with firm risk management practices for the financial services practice
Work on project teams focused on advisory projects and assist engagement management to successfully complete engagement objectives, including: priorities, working papers, internal reports, program development, milestones, roles and responsibilities, risks, outputs, and engagement economics, update stakeholders and escalate scope changes/timelines/issues as appropriate
Develop ideas to expand EY’s current offerings and initiate discussions with clients. Identify and communicate findings to senior management and client personnel
Supervise project work prepared by more junior professionals, providing feedback and guidance on quality outputs
Enable the business development process by gathering appropriate resources, gaining access to key contacts, supervising proposal writing and driving progress to completion
Understand firm service offerings and mentor associates, interns, and new hires

128

Reg Advisory Resume Examples & Samples

Produce, with limited supervision, complete and accurate work
Build credible relationships with clients both by demonstrating technical skills and knowledge and also by handling complaints and customer redress appropriately
Knowledge of FCA handbook including; Conduct of Business, SYSC, and DISP
Strong academic background which could include: 2:1 degree, CII Exams (FPC / AFPC), CISI Level 4, Prince 2, CeMAP, CeFA and / or Other Financial Services qualifications

129

Reg Advisory Resume Examples & Samples

Advise clients with deep technical insights and build credibility based on an understanding of their challenges related to technical matters
Assist in preparing risk assessments and annual plans for financial services clients
Provide high quality, professional day-to-day execution of engagements and projects in line with firm risk management practices for the financial services practice
Strong academic background which could include: 2:1 degree, CII Exams ( FPC / AFPC), CISI Level 4, Prince 2, CeMAP, CeFA, Other Financial Services qualifications

130

Advisory Resume Examples & Samples

Economic impact assessment
Public expenditure evaluation and appraisal techniques
All aspects of business case development – strategic, economic, commercial, financial and delivery
Regulatory impact analysis
Economic regulation
Public policy analysis and design
Operational and cost efficiency analysis including benchmarking and modelling
Market assessments
Risk assessment and management
Financial and commercial aspects of public sector procurements including contract documentation, performance and payment mechanisms, and funding structures
Be responsible for your own self development
Contribute to performance feedback for all levels of staff
Maintain an educational programme to continually develop personal skills
Oversee the work of more junior team members

131

Executive Tas-lead Advisory Mid Markets Resume Examples & Samples

Participate in the execution of transactions across the client portfolio, including acting as a key contact point for clients during the transaction process
Liaise with and advise clients on transaction strategy including tactics, deal structuring and negotiation strategy
Recent, relevant corporate finance experience gained in an investment bank, professional services firm or boutique
Experience in valuing companies using various methodologies, mainly DCF, precedent transactions and traded comparable companies
Able to consistently work to tight deadlines and work effectively in a team

132

Accounting Advisory Resume Examples & Samples

Qualified accountant
Audit or advisory experience
Technical accounting knowledge of IFRS (US GAAP would also be beneficial but not essential as you'll develop this over time); knowledge of current UK GAAP would also be an advantage
An interest in how the accounting environment is developing
Good project management skills
Experience with the implementation of GAAP changes and new accounting standards in the process and system landscape of our clients
Competencies in transforming technical accounting skills into practical solutions to the systems and processes of our clients

133

Cmas-accounting Advisory Resume Examples & Samples

Managing accounting complexity and change
Be a qualified accountant
Commitment to completing tasks meeting tight timescales where needed
Technical accounting knowledge of IFRS and UK GAAP (US GAAP would also be beneficial but not a prerequisite as you will develop this over time)
Good oral communication and written communication/report writing skills and ability to convey complex issues in an understandable manner
Good project management skills and agility to work across a range of areas
Experience of providing clients advice and support on practical accounting issues
Flexibility to travel overseas where needed
Experience of developing client relationships

134

Advisory, / T Specialist Resume Examples & Samples

Degree holder of Computer Science
At least 4 years of application development experience, with deep knowledge on Java development, J2EE application server
Knowledge and experience on IBM Systems Middleware products, such as WAS, WMQ, IIB, WODM, Lombardi, WebSphere Process Server, etc. Banking project experience or development lab experience is a plus
Well acquainted with application / system integration skills
Passion for new technology, self-initiative, good team work and highly responsible
Ability to articulate complex client needs and corresponding functionality in writing
Tracked record in technical sales and project experience preferred
Excellent command of both spoken and written English and Chinese (Cantonese and Mandarin)
Able to work independently as well as a good team player
Lesser experience will be considered as I/T Specialist

135

Advisory Business Management Analyst Resume Examples & Samples

BBA in Accounting
1+ years of investment banking or accounting out of Financial Services
Solid communications skills
Ability to multitask in a fast-paced environment
Professional and polished demeanor

136

Advisory Resume Examples & Samples

A successful background in Advisory from a blue chip consulting firm or similar firm
Exposure in the Middle East market
A track record in one of the core competency or sector areas listed above
We are interested in talented consultants, from Executives to Managers and Directors. People who join us, get access to the very latest knowledge and technology and gain wide-ranging experience across sectors and geographies, experience that will pay dividends throughout their careers

137

UK & Ireland Advisory Resource Manager Resume Examples & Samples

Proactive liaison with Advisory Service Line partners, directors and managers to understand client requirements and the wider needs of the business, to facilitate effective resourcing decisions
Business partner with market leadership team/ account teams on projected pipeline and facilitate the resourcing of defined engagement teams with the Resource Coordinator competency leads
Conduct client site visits to maximise understanding of key accounts/ engagements pipeline and proactively identify where additional resources can be deployed
Understand the market, growth plans and overall strategy and deploy relevant actions to help the business achieve this
Deal with escalated resourcing issues and make decisions on conflicting demands, liaising with other members of the Resourcing team as required
Support the competency lead Resource Co-ordinators on the supply of resources as and when required
Analysis and interpretation of the business performance (utilisation/ chargeable hours/ revenue) and use metrics to ensure we are supporting the business to achieve plan
Proactive management of Retain Enterprise to ensure it is kept up to date and accurate at all times
Operational excellence – e.g. support business performance by managing trends such as time sheet issues (forecast v actual)
Understand current position on overall skills gaps/ availability to feed in to recruitment decisions to support future business needs (or internal lending and borrowing)
Manage headcount movements in and out of market (joiners/ movers/ leavers), track we are within budget, agreed leverage model etc
Support continuous improvement of resourcing end to end processes / projects
Attend regular resourcing meetings with representatives from the business
Attend and provide management support to the Resource management meetings
Involvement with Advisory Service Line Leaders around strategic business goals and other business specific matters
Delegate and coach members of the Resourcing team and provide guidance and support as required on day to day activities
Good interpersonal skills and able to consult with a wide range of people at different levels
Ideally has experience of working in a professional services environment
Proven experience within management roles within an operational, HR or resourcing/recruitment background

138

Ops Specialist, Advisory Operations Resume Examples & Samples

Daily, weekly, monthly billing and termination tasks in preparation for Quarterly Advisory fees processing
Correspondence with Portfolio Managers regarding account termination and liquidation orders
Assist with resolution of fee and termination inquiries and issues
Run Quality Controls for billing and resolve discrepancies
Processing – fee posting, manual batch tickets, self-biller processing and batching
Resolving complex billing issues
0-2 years in the brokerage, accounting or financial services industry

139

Advisory Performance Improvement Resume Examples & Samples

Hold a third level qualification, preferably in business or science/healthcare related area or equivalent
At this Senior Consultant level, healthcare experience (either through business consulting or industry) is not essential but it would be an advantage. As there will be opportunities to work across our other focus sectors within the PI practice (Transport, Energy and Assets, Central Government and TMT). Experience in these sectors would also be an advantage
Strong business consulting and/or industry experience is required
Demonstrating experience in one or more of the following competencies is beneficial
Cost reduction and implementing Cost Improvement Plans
Developing, planning and implementing Integrated Care Pathways
Developing Integrated Business Plans
Carrying out Clinical Service Core Business Reviews
Performance optimisation in Hospitals/healthcare organisations (e.g. medical productivity; workforce planning; theatre utilization; bed management)
Integration and collaboration (e.g. mergers of healthcare providers such as Hospitals/ nursing home sector)
Social and health integration
Research and analysis
Problem solving and structured thinking
Presentations to colleagues and clients
Facilitation of workshops and meetings
Proposal development
Report writing
Business development

140

Advisory Performance Improvement Resume Examples & Samples

Hold a third level qualification or equivalent, preferably in business or science/healthcare related area. Further healthcare qualifications (for example in health management) would be advantageous
At this Senior Manager level, a number of years specific business consulting and/or industry experience in healthcare is required
Deep knowledge of the health systems in Ireland (north and south) and the UK - structure and organisation of the healthcare sector (providers, funders, commissioners and policy makers), their key issues and challenges, and current reform programs in these jurisdictions is essential. Knowledge of other health systems would also be beneficial
Through your career to date, building a deep understanding and capability through your business consulting experience or working within the health industry (i.e. in health providers (Trusts/Hospitals, Commissioners/funders) in one or more of the following competencies is required
Integrated Care Pathways
Integrated Business Plans
Clinical Service Core Business Reviews
Performance optimisation and operational improvements in Trusts/Hospitals (e.g. medical productivity; workforce planning; theatre utilisation; bed management)
Integration and collaboration (e.g. mergers of healthcare providers such as Trusts/Hospitals)
Social and health care integration
Directly managing and delivering client engagements, ensuring client satisfaction and project deliverables/client expectations are fully met
Business development, building on existing contacts and expansion of new relationships in the healthcare sector
Building the Ernst & Young's brand in the market place
Building strong relationships within the broader Ernst & Young health team and across the different service lines of Advisory, Assurance, tax and Transaction Advisory Services

141

Advisory Resume Examples & Samples

Participate in Information Security and Data Privacy engagements
Build strong internal relationships within Ernst & Young Advisory Services and with other service lines across the organization
Contribute to people-related initiatives including team building, identification of training needs, career development planning, etc
Enterprise risk services with a specific focus on IT, and related industry standards
Common IT governance and control industry frameworks, including CObIT, RiskIT, ValIT, IT industry frameworks such as ITIL and CMM
IT assurance and compliance
A broad appreciation of business processes, data structures, IT applications and infrastructure, IT processes, and governance and internal control principles
Infrastructure Information systems security assessment, design, architecture, implementation, management and reporting
Bachelor's Degree in Computer Science, Information Technology or related disciplines

142

Advisory Resume Examples & Samples

Bachelor or Master Degree with a minimum of 3 years’ working experience, preferably with 2 years in a business consulting role in a leading consultancy firm
Industry knowledge and understanding of Banking and/or Insurance businesses (e.g., business models, channels, typical structure, industry terms and issues)
Experience in identifying and mitigating project risks and issues
Strong experience in project / program delivery lifecycle (e.g., requirements, analysis, design, build, test, deploy)
Able to effectively capture requirements, analyze and develop business requirements and/or functional design documents
Able to effectively engage with business and IT teams
Able to structure and design project / program deliverables (e.g., business requirements documents, requirements traceability matrix)
Able to work effectively with Microsoft Office (Word, Excel, Powerpoint, Visio)

143

Advisory Resume Examples & Samples

Working with the lead partner to expand EY’s team in this fast growing area
Providing AML services to clients, including
Bachelor or Master degree of Business Administration/Law/Finance/Accounting or relevant degrees
Experience in AML operations experiences within Sanctions, Retail, MSB and Correspondent Banking experience
Strong knowledge of AML regulations and regulatory authorities, AML policies and procedures, AML risk assessments, and customer on-boarding procedures
Experience in suspicious activity investigation, and familiar with transaction monitoring solutions
Good industry contacts for business development and benchmarking
Sound analytical and creative problem solving capabilities
Group communication, negotiation and presentation skills
Spoken and written in English and Chinese (including Putonghua) is highly preferred

144

Advisory Resume Examples & Samples

Bachelor Degree in Accounting, Finance, Business Administration or related fields
5-8 years of implementation experience in packaged application such as SAP, Hyperion, Cognos
Solid functional experience in package solution setup, configuration, analysis, design, data mapping, implementation, testing, training and documentation
Ability to interact with key-users and deep understanding of ERP applications, COA design, master data, management reporting
Excellent communication (in both written and oral) and interpersonal skills
Independent with strong analytical skills and ability to work under pressure
Previous experience in business process re-engineering and/or business case development would be an advantage
PMP certified and experience in consulting would be an advantage

145

Advisory Resume Examples & Samples

Plan, manage and report of change management activities and tasks to the program
Address people and communication related issues in the program
Prepare and maintain Communication Strategy and Plan with alignment to the overall program plan
To develop training strategy based on the scope of the technological changes brought upon by the program and coordinate with other implementation teams during training preparation, delivery and evaluation
Liaise with vendors and services providers, and manage contractual relationships and agreed deliverables
6+ years working experience with at least 50% in leading consulting firms (big 4, Accenture, IBM GBS, Oliver Wyman, Mercer)
Proven experience in change management (change impact assessment, stakeholder management, cultural alignment, communication and training) as a consultant
Prefer experience with telecom, media and entertainment and technology industry
Fluent English and Chinese
Based in Hong Kong and require travel to China

146

Advisory Resume Examples & Samples

University graduate in Financial Engineering, Mathematics, Risk Management, Statistics or relevant disciplines
7-10 years of work experiences in predictive modeling or credit risk modeling (scorecards, Basel models, economic forecasting models, behavioral models and etc.) at a major bank, corporate or consulting firm
Strong PC and statistical programming skills
Working knowledge of Excel, PowerPoint and Word
Proven track records of data preparation, model development, model validation, model application and model monitoring
Concrete knowledge on statistical modeling and quantitative techniques
Understanding of different regulatory requirements, such as Basel, HKMA, IFRS and etc
Considerable knowledge of credit risk beyond the quantitative aspects
Experience of managing small groups of quantitative analysts and/or credit risk specialists
Strong aspiration to progress further and work under pressure
Fluency in spoken and written English and Mandarin / Chinese

147

CIO Advisory Consultants Resume Examples & Samples

Consulting to executives and board members and developing long term trusted relationships
Identifying opportunities for and securing new business
Leading proposals and bid teams and managing the delivery of high quality technical proposals
Providing quality assurance and monitoring risks
Liaising with service line teams, functional specialists and Area Partners
Developing and delivering training materials
Mandatory experience
Significant, in-depth experience in a number of technical roles
Substantial experience working in IT Strategy and/or Enterprise Architecture leadership roles, with a strong track record in the delivery of recognised transformation during this time
Recognised expertise in one or more fields of strategy and architecture
Working in a consulting or service provision environment, including internal consulting or advisory roles
Leading mixed teams of all sized in the delivery of projects
Presentation to clients at all levels up to and including CIO/CTO
Recognised expertise in at least one Financial Services industry, such as banking or insurance, with deep knowledge of the concepts and language used
Experienced in leveraging current technologies and trends, and demonstrating their applicability to Financial Services organisations
Experience of more than one FS sector, ideally experience across all sectors
Knowledge of key industry platforms and packages (e.g. core banking, clams)
Working in a big-4 or similar consulting environment, with knowledge of the key processes and culture of a consulting firm
Experience of digital transformation and technologies
Consulting at all levels up to CIO/CTO and developing trusted advisor relationships
Supporting proposals and bid teams
Managing an assignment, including on-site EY and client teams
Developing high quality deliverables, including IT strategies and operating models
Reviewing IT costs and identifying opportunities for optimisation
Liaising with service line teams, functional specialists and Area Partner
Leadership, working under pressure, motivating others
Substantial experience working in IT strategy, with an awareness of common IT strategies and operating models (including on and off shore delivery and as-a-service provision), IT cost models and IT governance
Leading small to medium sized teams in the delivery of strategic projects
Working in at least one Financial Services industry, such as banking or insurance, with good knowledge of the key terms and concepts
Knowledge of current technologies and trends and their applicability to Financial Services organisations
Experience of working in more than one FS sector, and ideally some experience across all sectors
Leading the production of significant proposal content and deliverables
Translating requirements into architecture deliverables, including conceptual, logical and physical architectures
Reviewing existing technical architectures, identifying risks and issues and making recommendations
Experience in a number of technical roles
Significant experience working in IT architecture, with knowledge of architecture methods, tools and processes
Crafting high quality deliverables individually and in teams
Leading small to medium sized technical teams
Experience of working in more than one FS sector
Preparation of proposals and sales materials
Delivery of both Enterprise and Solution Architectures, and knowledge of key frameworks such as TOGAF and Zachman
Experience of the full lifecycle from architecture through to implementation
Consulting with EY and client staff
Supporting proposal creation and bid teams
Producing high quality proposal materials, working with technical and creative staff
Managing proposal and project commercials
Delivering client assignments, and being a key part of on-site EY teams
Producing a range of client deliverables
Developing and maintaining relationships with client staff at all levels
Developing the necessary technical and commercial skills to deliver a range of advisory services
Working under pressure and within teams
Experience working in a consulting or service provision environment, including internal consulting or advisory roles
Working in a wide range of projects and team sizes
Knowledge of at least one Financial Services industry, such as banking or insurance, including the key terms and concepts
Awareness of current technologies and trends
Experience of working in IT strategy or IT cost reduction projects
Knowledge of the common functions in a typical IT organisation
Experience of working with emerging technologies such as cloud or mobile computing

148

Advisory Resume Examples & Samples

Provide IT advisory services to FS client in APAC with a focus in Hong Kong, 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

149

Advisory Resume Examples & Samples

Participate in FSRM engagements
Help prepare for meetings with target management teams, and participate in these meetings
Contribute to people initiatives, including recruiting and retaining FSRM professionals
Strong academic background, including a Bachelor’s degree in Accounting, Finance, Economics or a related field
One year of related work experience
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
Chartered Financial Analyst (CFA) qualification 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 used to manage risk (including all short and medium term money market instruments, foreign exchange, and interest rate derivatives)
Strong mathematical and problem solving skills
Ability to present complex information in a clear and concise manner
Strong communication and relationship building skills
Understanding of leading practices in treasury governance, processes, procedures and internal control environment

150

Advisory Resume Examples & Samples

Good experience in logical, conceptual and physical IT architecture design applied to user interface, application, data and/or IT infrastructure
Experience in software customization and/or business application development (e.g. Java; C#; PL/SQL
Experience in building budget and/or project plans for IT project
Fluency in Microsoft Office (Word, Excel, Powerpoint, Visio)
(Preferred) Industry knowledge with understanding of Banking, Capital Markets, Asset Management and/or Insurance (e.g. customer channels; financial instruments; operations; regulatory constraints)
(Preferred) Business domain / solution experience (e.g. internet banking; trading platforms; rules/workflow engines)
(Preferred) Experience in technical business case development – quick solution infrastructure and integration effort sizing; total cost of ownership calculation
(Optional) Experience in IT sourcing / multi-sourcing
(Optional) Experience in IT operations management (incl. ITIL)
(Optional) Experience in IT finance

151

Advisory Service Resume Examples & Samples

ODS/ETL/Data Warehouse/DataMart/Analytical Application/Business Intelligence/BI Portal
Familiar with DW/BI product such as DataStage, Taradata, Hyperion, Cogonos, Business Object, etc
Data Warehouse/ODS/ETL/Analytical Application Implementation Experience will be plus
Good at people communication, writing and facilitation skill

152

Advisory Resume Examples & Samples

Work with high-growth clients and other market leaders in industries such as retail, consumer products, media & entertainment, property development and management, education and health scienc
Work closely within the team and across different domains. Support managers in developing the scope of services with risk management, business and process controls transformation, corporate governance review and executive client management, guiding the team in the development of cost-effective and practical recommendations for improvement, and monitoring engagement economics
Develop and maintain productive working relationships with client management and a commitment to client satisfaction. Understand the client’s industry and recognize key performance drivers. Gain acceptance on a wide variety of issues impacting the client
Participate in the career and performance development of the Risk practice by training new staff and providing timely and specific performance feedback. Foster teamwork and innovative, share knowledge with team members and enhance service delivery. Leverage ideas from other project engagements to enhance knowledge and create efficiencies

153

Advisory Resume Examples & Samples

At this Senior Consultant level, there will be opportunities to work across our focus sectors within the PI practice (Health, Utilities, Transport, Government) so experience in these sectors would also be an advantage
Strong experience with a blue chip consulting firm or blue-chip industry/government organization. A consulting/professional services background is highly desirable
You will have a strong academic background including a third level degree
You will be highly numerate with excellent writing and presentation skills
You will have a proven track record of outstanding performance and a high level of people and business skills
Your background will be in the transport, construction, utilities, energy or other infrastructure sectors
Within these sectors you will have skills and experience in many of the following areas
Capital planning, construction and/or asset management
Business case development and benefits management
Efficiency analysis and cost reduction
Supply chain management
Procurement including contract structuring and development, negotiation and evaluation
Financial and/or operational modelling
Project, programme and portfolio management
Programme assurance
Value and Risk Management
Procurement and supply chain management
Strategic procurement
Restructuring and business turnaround
Risk and contract management
Institutional strengthening and governance arrangements
Flexibility to travel

154

Advisory Resume Examples & Samples

Digital Strategy and Solutions
Customer Operations and Billing
Customer research (VoC), design, development and execution of small to large scale customer journey initiatives

155

Advisory Performance Improvement Resume Examples & Samples

Performance optimization and operational improvements in Trusts/Hospitals (e.g. medical productivity; workforce planning; theatre utilization; bed management)
Managing teams in the delivery of small scale projects, or work streams within larger projects
Providing guidance for research and analysis activities by the team
Proposal development - playing a key delivery role in the drafting of tenders and proposal documents
Report writing - developing well developed drafts of project reports and presentations
Business development - identifying opportunities for business development and developing a pursuit plan
Managing teams within internal or external projects

156

Executive, TAS, Lead Advisory, TMT Resume Examples & Samples

Model the financial implications of transactions
Creative in the sourcing and use of information and able to make sensible assumptions where appropriate
Absorb new technical information quickly, and quickly develop a deep understanding of the strategic rationale for transactions
Research and analyse key value drivers at a market and business level
Research thoroughly and present information clearly. Prepare client reports advising on fund-raising, restructuring, acquisitions and dispos
Prior exposure and good knowledge of the Telecoms, Media and Technology sector , themes and major players
Hunger to understand strategy and finance – to become a deal maker
Confidence to deliver advice and board level deliverables
Self awareness to seek feedback on performance and drive own development
Demonstrate strong numerical and financial skills and an understanding of financial statements
Strong academic record, including a MBA or equivalent
Previous experience working in a professional services or Consulting background
Professional services qualification such as ACA / CFA or equivalent

157

Advisory Customer Telephony Manager Resume Examples & Samples

Customer Experience Led Transformation
Telephony Strategy Development
Call Centre Operations
Call Centre Service Excellence
Customer Strategy
Channel Shift
Customer Analytics
Customer Value Management
IT/Data Enabled Customer Transformation Programmes
Customer acquisition, customer on boarding, customer development, customer loyalty, and customer win-back initiatives
Knowledge of Telephony Infrastructure and Hardware Procurement
Management consulting experience in customer strategy and customer transformation related to improving customer strategy, customer profitability, customer retention and cross sell programs
Strong background in enabling technologies driving customer transformation programmes
Experience of delivering Customer Experience improvements & financial benefits through projects that have changed how a business operates
Strong academic record including a third level degree, preferably in Business/Commercial and IT

158

Private Bank-capital Advisory Business Manager Resume Examples & Samples

Proactive, strategic thinker
Finance and accounting experience
Well recognized as having outstanding people leadership and management skills
Client focused with a tenacity to resolve issues and conflicts
Minimum 4 years of relevant experience; specific industry related experience preferred

159

Advisory Mandate Specialist Resume Examples & Samples

Act as local Advisory Mandates specialist and point of entry for all product inquiries from stakeholders
Product Life Cycle management and review (e.g. training to markets, product documentation ) with a variety of internal stakeholders
Future Advisory Mandates product developments
Support on UBS Advice offering promotion and sales both internally (SAM, desk meetings, ..) and externally (client pitches)
Ensure local investment content (from CM, IF and other product functions) is fed optimally into Cornerstone via the HK/SG Cockpit team
Support on day to day operational elements as well as develop future enhancements in the process (account management, respect of contractual engagements)

160

Advisory Resume Examples & Samples

Support IT audit manager in the updating and maintenance of the audit strategy and plan
Handle of IT internal control project, IT audit, general computer/application control review, documentation and testing, and other IT risk advisory services for client companies
Execution of SOX IT audits and attestations
Provide feasible recommendations for improvement
Document the audit work performed and draft internal audit reports

161

Administrative Manager for Merrill Edge Advisory Center Resume Examples & Samples

Work with sales and service partners to support strategic initiatives and resolve day-to-day issues
Supervise proper registration for FSAs and support staff
Respond to client sales practice complaints
Perform supervisory reviews including
Must have FINRA Series 7, 8 or 9/10, 63/65 or 66 to be considered for the role
Strong Leadership and Communication skills
Merrill Edge or Advisory Branch Office supervisory experience preferred
Familiarity with compliance and regulatory issues

162

Advisory Resume Examples & Samples

Experience in providing and managing advisory services in a Customer Strategy, Customer Operations, Commercial or Sales and Marketing function
Experience of identifying, driving and measuring customer improvements within organisations across multiple sectors and sizes
Understanding of the levers available to drive Customer Programs across Data and Analytics, Insights, Propositions and Campaigns, Channel Migration and Transformation and Organisation Change
Strong internal and client relationship focus
Excellent Project Management skills
Deep experience in at least one of the following: Omni Channel Design and Implementation, Customer Analytics and Use, Marketing Effectiveness, Customer Management Information and Reporting, Customer Lifetime Value and Optimisation programs, Go to Market Strategy, Customer Base Management, Digital Innovation and Integration, Payments, and Campaign Management
Demonstrable commercial acumen
Interested, and willing to invest resource, in team members and colleagues
Strong communicator internally and externally
Sharp, analytical approach to problem solving
Strong academic record including a third level degree, preferably in business/technology/analytics

163

Advisory Resume Examples & Samples

Experience in providing advisory services in a Customer Strategy, Customer Operations, Commercial or Sales and Marketing function
Deep experience in at least one of the following: Omni Channel Design and Implementation Customer Analytics and Use, Marketing Effectiveness, Customer Management Information and Reporting, Customer Lifetime Value and optimisation programs, Go to Market Strategy, Customer Base Management, Digital Integration, and Campaign Management
Inquisitive with an analytical approach to problem solving

164

Ey-location Advisory Resume Examples & Samples

Location advisory knowledge from delivering similar engagements
Real estate, facilities management and property development
Client experience in areas such as Financial Services, Health, Government, Pharmaceuticals, Local Public Services and Utilities
Strong quantitative skills and exceptional commercial acumen
Ideally possess an accounting, financial or relevant industry qualification
Programme Management and client advisory experience
Demonstrates first class organization and self-management skills
Analytical in approach and confident in working with clients and colleagues
Work within client-focused teams to provide commercial and financial advice, technical input and client support
Ability to work and lead on a range of engagements
Interpret and understand complex data sets and financial models producing clear analysis to support client needs
Analyse and evaluate proposals / bids received on behalf of programme sponsors
Lead the development of reports, presentations and other key work products
Support senior team members in developing service offerings and business development opportunities
Proactively pursue technical development

165

Advisory Associates Resume Examples & Samples

Work as a member of Advisory team and gradually progress to the experienced level
Maintain a professional attitude towards client needs, responding in a timely manner to clients' requests
Display good listening skills and asking appropriate questions from clients
Provide feedback to the team about clients’ needs so that EY responds effectively
Take responsibility for understanding and fulfilling assigned roles and key responsibilities
Collaborate constructively with colleagues, building strong working relationships based on honest communication and mutual accountability
Identify areas of risk and risk mitigation
Identify areas of process improvements, including efficiency and cost effectiveness
Complete and document assigned work in line with work plans/budgets, set out expectations and EY quality standards to achieve expected outcomes. Take responsibility for correcting any errors or omissions
Analyze and clearly present data and other information to identify significant trends or key improvement ideas
Accurately identify client improvement ideas or risk gaps and communicate clear explanations and suggested actions to the project team. Respond promptly to all client requests while adhering to review procedures
Communicate ideas to improve work in progress, surfacing problems and opportunities with the team
Understand and apply the correct methodology, tools and technology. Meet relevant performance measures
Attend Firm's training programs
Contribute to EY’s knowledge-sharing culture by participating in forums, networks, and communities
Understand and consistently follow EY values and policies
Demonstrate commitment to EY and professional standards and to enhancing our brand with clients, regulators and other stakeholders
Industry / firm experience
Internee experience
Voluntary work
Community service
CA FTS 7 or above . CA students will be preferred. ACCA (passed up to P2), CFA (passed Part 1), CIA, ICMA, CIMA, FRM, ICAEW (Fundamentals passed). BBA / MBA (LUMS and IBA). Preference will be given to candidates with good O and A level results, good Matriculation, Intermediate and BA/Com results, foreign graduates. Furthermore, preference will be given to candidates who have passed the above examinations in the first attempts and multiple qualifications
Good presentation and writing skills
Strong communicating skills
Preference may be given to candidates who are fluent in other foreign / regional languages

166

A&D Advisory Team Analyst Resume Examples & Samples

Build and develop presentation and marketing materials to facilitate the transaction process
Support business development activities, including researching, analyzing and preparing client proposal books
Analyze industry and company information and conduct industry research on transactions and trends in the U.S. E&P market
Effectively pull, organize and analyze large data sets applicable to a particular client or asset from industry software such as IHS, PLS, etc
Contribute to the deal team by working alongside peers and senior professionals to execute A&D transactions from beginning to end
Proficient in Microsoft Excel and PowerPoint
Analytical skills with strong attention to detail, highly organized and proactive
A team player who can excel in a fast paced, challenging work environment
Highly motivated with demonstrated ability to manage conflicting priorities and requests
Experience/exposure to the oil and gas E&P industry, a plus

167

Emeia Advisory Knowledge Leader Resume Examples & Samples

Builds strong relationships with SL leadership at Area level. Active member of the Area Leadership Team
Determines knowledge needs of Area Advisory practice by liaising with Area Leadership Teams
Provides input into global governance and priority setting, works with the Global Advisory Knowledge Lead to validate needs / priorities
Drives implementation of global knowledge priorities for Advisory, accountable for Area implementation targets
Works with Global / Area functional teams and EYK teams to deliver on priorities
Develop KPIs for knowledge and ongoing measurement / performance tracking
Develop management reporting for key stakeholders as it relates to knowledge and achievement against strategic goals
Development and tracking of EMEIA Knowledge project plans, objectives and metrics
Support sector, service line and competency communities
Lead the EMEIA team of Knowledge Managers providing direction, guidance, and feedback
Stakeholder management and communications (Execs, Sub Area Leaders, Sub Service Line Leaders, Sector leaders, Competency leaders)
Build awareness of Knowledge through structured communications at various Advisory events, ie AECE, New Senior programs, AEO, sector Learning events, milestone events, geography based events, other training/group events
Transfer/Rotational role 1 year into EYK BU
Senior Manger grade/ Manager 3 grade
In-depth knowledge of Advisory service lines / competencies
Ability to build and develop senior relationships
Proven track record of operational excellence
Understanding of EYK Services and ability to articulate the value they bring to the business

168

Advisory Group Resume Examples & Samples

Candidate must have completed an undergraduate degree
Current experience as an investment banking Associate (or related financial position)
Strong communications, multi-tasking and time management skills
Experience within the TMT/Industrials sector

169

Reg Advisory Resume Examples & Samples

Customer contact experience via telephone and letter
Experience of identifying and calculating appropriate redress solutions
Current knowledge of the Regulated Investment Suitability Regime and conduct of business including a range of all Investment products
A working knowledge of regulated sales processes and associated sales documentation including fact finds and suitability letters
Recent experience of working on regulatory driven reviews with a particular focus on investment suitability in the wealth management sector - including - ideally directly experience of working in response to and with/for the Regulator (FSA and FCA)

170

Executive Assistant, Advisory, Brisbane Resume Examples & Samples

Have the ability to quickly understand the PEDDs key clients and stakeholders, and be able to build relationships with key client EAs in order to help facilitate the PEDDs’ goals, help secure time in client calendars, and to also help prioritise PEDD time to priority stakeholders
Organise and manage comprehensive diaries, arrange complex meetings, and organise travel and accommodation
Understand the importance of assisting senior internal stakeholders of the firm
Screen phone calls and messages, emails, documents and follow-up actions, referring to the relevant team member when appropriate
Prepare and revise documents including presentations, emails, agendas and papers for meetings
Manage matters of a confidential nature
Work collaboratively with the EA ESS Team
Work with the PEDD and the team to deliver consistent high quality administration and support
Organise and manage events, including logistics related to venue bookings, catering and equipment, and liaise with both clients and internal parties
Proactive self-starter who can work autonomously
Experience and confidence working with Partners, clients and other stakeholders
Exceptional time management and organisational skills
Strong rapport building and interpersonal skills
High level attention to detail and consistency of output
Ability to understand professional pressures and remain resilient under these circumstances

171

Operations Technician Advisory Account Processing Resume Examples & Samples

Business related Associate’s Degree.Undergraduate degree desired
2-3 years of experience within the financial services industry. 3-5 years of advisory account processing experience desired
Series 7 and Series 66 license strongly recommended
Computer proficiency including Microsoft Office products, especially Word, and Excel. Able to copy/paste reports, run queries in MS Access and understand results
Managing one’s own time and priorities to ensure the meeting of deadlines with high attention to detail
Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology
Ability to choose right methods or formulas to solve a problem, perform calculations and reconciliations
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems with problem solving aptitude
The ability to communicate information and ideas in spoken or written form so that others will understand
Able to communicate well with supervisors and peers
Knowledge of principles and processes for providing outstanding customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. And the ability to work well in a team environment and high level organizational skills

172

Account Manager, WM Advisory Resume Examples & Samples

Monitor daily all current and outstanding capital structure offers, and ensure that capital structure decision deadlines are met. Communicate information on current offers, relevant research recommendations and any other related information to Portfolio Managers. Coordinate preparation of asset allocation analyses and presentation materials for existing and prospective clients
Monitor Portfolio Managers’ desks in their absence. Distribute investment research and portfolio construction information when and where appropriate. Read, understand and abide by the Personal Financial Services Portfolio Manager Guidelines. Work diligently toward mitigating losses due to error, and be mindful of possible contingencies. Work on special projects as assigned
1-5 years of experience in the financial services industry. Proficiency in Microsoft Excel & PowerPoint a must. Strong verbal and written communication skills are imperative. Desire to pursue CFA or CFP designations a plus

173

Advisory Performance Improvement Resume Examples & Samples

You will be responsible for your own self development
You will contribute to performance feedback for all levels of staff
You will contribute to people initiatives including recruiting, retaining and training Performance Improvement professionals
You will maintain an educational program to continually develop personal skills
You will understand, follow and communicate workplace policies and procedures to all levels of staff
To support delivery of large business transformation programmes
You should have solid business consulting skills and be able to work consultatively on a strategic or operational level
You must have a proven track record of outstanding performance and display a high level of people and business skills
You will be at ease with a consultative approach and looking to reach your full potential

174

Advisory Performance Improvement Resume Examples & Samples

At this Manager level, there will be opportunities to work across our focus sectors within the PI practice (Health and Life Sciences so experience in these sectors is required
At least 5 years with a blue chip consulting firm or blue-chip industry/government organization in in healthcare, clinical / health service / health provider (e.g. pharma, med tech, pharma) background
Proven experience in business development such as client relationship management and proposal support
A strong background in large scale systems implementation, preferably ERP, CRM, Enterprise Intelligence/Analytics and/or clinical systems, from planning to management of analysis, design, testing, data migration, cut-over and post implementation processes. Senior stakeholder management and communication and engagement experience is also beneficial
Demonstrating experience in one or more of the following competencies is essential
ERP and/or clinical systems implementation (SAP, Oracle, MS Dynamics)
IT Strategy and Architecture
Enterprise Intelligence/Analytics; PMO and IT governance
Technology enabled healthcare / connected health
Healthcare performance improvement e.g. wait time reduction, cost reduction IT Sourcing; and/or
Contribute to people initiatives including recruiting, retaining and training ITA professionals

175

Advisory Performance Improvement Resume Examples & Samples

Lean Opportunities: identifying and implementing Lean tools to help our clients operate their business processes more effectively, transforming their business processes to drive measurable performance
Business Process Mapping: As part of major programme transformations and other client requirements, facilitate process mapping sessions with multiple client stakeholders and lead a team of analysts to produce business process maps, process catalogues and hierarchies
Business Process Re-design and Implementation: detailed process design and analysis to line up process, system and organisational elements to deliver tailored solutions for our clients issues
Process Assurance: deliver business process diagnostic on current process performance, identifying risks and controls and implementing an action plan to remediate issues
Continuous Improvement: using Lean and Six Sigma tools, as part of an EY toolkit, deliver end-to-end Business Process Improvements and drive operational and behavioural change
Manage the financial aspects of engagements by organising staffing, tracking fees and communicating issues to Partners and Directors

176

Mifid, Advisory Resume Examples & Samples

Experience of investment banking, asset management and private banking
Mifid II knowledge
Excellent understanding of the UK regulatory system and EU legislation
Ability to identify key issues and either advise on them or source suitable advice within and outside the firm
Reliable and organised self-starter that takes end-to-end ownership of matters
Strong analytical and communication skills, in particular good drafting skills and ability to present complex issues to mixed specialist and non-specialist audiences
Experience of advising large firm-wide regulatory change programmes highly desirable
Strong influencing skill

177

Portfolio Manager National Advisory Centre Resume Examples & Samples

Working collaboratively with relationship managers to address and satisfy client’s investment needs
Providing life-based wealth advice and solutions, focusing on enabling client goals through a richer and ongoing client discovery process that is continuously being integrated into the client’s life plan
Based on an intimate understanding of the clients' situation, identifying and communicating new business opportunities to the relationship manager, throughout the lifecycle of client relationships
Actively supporting the client’s wealth strategy and participating in the client’s annual Financial Plan review process
Regular monitoring of client accounts to ensure optimal profitability is maintained in each relationship
Maintaining client portfolios in accordance with established firm strategy which includes, utilizing established Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
Ensuring the suitability of wealth and investment recommendations are aligned with clients’ financial goals, objectives and risk levels
Adhering to bank and firm standards, policies and business practices to ensure that Private Client Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
3-5 years in an portfolio advisory, research or analyst role
Meets all regulatory requirements to be registered with the Ontario Securities Commission
CFA or CIM (or predecessor CIF), is required

178

Sustainability Advisory Resume Examples & Samples

Advise EY's clients on sustainability related services
Maintain a strong client focus across multiple client engagement teams, sharing responsibility, providing support, developing relationships and maintaining communication with senior team members
Perform sustainability-related audit procedures; evaluate and test processes and related controls; participate in client meetings and assist in preparation of reports
Highlight potential opportunities for new engagements. Seek, develop and present ideas to apply EY's services
Gather, analyse and distribute sustainability intelligence to our clients and the practice
1-2 years of relevant work experience, for example applying audit and analytical techniques in relation to non-financial performance information, including environmental data
Ideally experience in large organizations in the field of Sustainability strategy and implementation. Prior consulting experience an advantage
Strong commercial skills - an entrepreneurial mind set and good understanding of business processes
Strong technical, quantitative and analytical skills
Ability to think laterally and adapt previous experience and solutions to new projects
Flexible in attitude to deal with GCC mindset
Undergraduate degree (or equivalent) in a relevant discipline, for example engineering or environmental science
Relevant professional qualifications an advantage

179

Sustainability Advisory Resume Examples & Samples

Sustainability transformation
Sustainability Strategy and PMO
Sustainable supply chain
Valuing sustainability
Work as part of a wider team to support business development efforts, win project work and advise EY's clients on sustainability advisory and related services
Contribute to the development of a market leading team that is capable of providing board level strategic advice and winning large transformation engagements that leverage the wider competencies of EY
Raise EY's profile in the market esp in relation to the sustainability debate
Understanding of the key sustainability issues and drivers and how they link to business value
Proven track record of project management and delivery - in particular large scale consulting engagements around sustainability. Prior consulting experience an advantage
Deep understanding of sustainability best practices in areas of transformation, supply chain, digitization, business model innovation and value measurement
Ability to work in a fast-paced, dynamic team and environment, managing team members to successfully deliver projects
5+ years of experience in a position focused on sustainability advisory

180

Asean Advisory Operations Manager Resume Examples & Samples

Relevant work experience in sales operations and project management
Work on own initiative unsupervised and ability to juggle conflicting demands on time and prioritize effectively
Excellent written, oral, presentation and facilitation skills
Strong Excel, Word and PowerPoint skills
English language skills are essential (written and spoken)

181

Ey-resource Assistant Resourcing Advisory Resume Examples & Samples

Produce reports for Service Line teams and analysis where directed
Preparation of Resourcing information for Operations and Resourcing calls/meetings
Maintain accurate Service Line/Sub Service Line trackers where required
Undertake basic Resource Management tasks as defined by your Service Line Manager
Work with the Central Retain Team (CRT) to maintain accurate Retain Enterprise records based on data feed from Service Line teams & business
Attend Operations calls and meetings when necessary to ensure actions are tracked and undertake live Retain updates where necessary
Following client requests through to completion, aiming to resolve any potential issues and escalating major incidents or client issues to Service Line Manager
Ability to flex and adapt to working in a changing environment, demonstrating an ability to quickly build relationships based on doing the right thing, being open and honest
Organised – strong time management and prioritisation skills. Ability to multi-task
Experience in a client-driven professional environment would be an advantage
Strong MS Excel and reporting based skills for preparing and manipulating reports

182

Advisory Group Resume Examples & Samples

Outstanding academic record with a minimum Bachelor’s degree in Economics, Finance or a related discipline
Prior experience in TMT/Industrials sector gained from deal exposure within Investment Banks
Experience of conducting commercial and financial due diligence
Must have knowledge and experience in M&A, debt financing and IPO transactions (across TMT and/or Industrial sectors)
Must have prior experience of using Bloomberg and Capital IQ
Must have strong quantitative and technical abilities
Experience in training junior members of the team
Should be driven, enthusiastic and creative
Must have personal integrity, initiative and leadership qualities
Strong communications and excellent interpersonal skills essential
Multi-tasking and time management skills required

183

Trade Advisory & Ibc-manager Resume Examples & Samples

Trade advisory support
Ability to execute and exceed both internal and customer expectations in a team-oriented operations environment
Information must be expressed coherently and accurately to key people in a timely manner
Confidence, self-motivation and plenty of initiative
Strong sense of ownership and accountability for work
Ability to work in team environment
Enthusiasm and strong desire to work in advisory role

184

Trade Advisory & Ibc-avp Resume Examples & Samples

Client management
Risk and control
Bachelor’s degree – 7-8 years of experience in trade operations/services/advisory/compliance roles
Post Graduate (preferably Finance) – 4+ years of experience (trade operations/services/advisory/compliance roles)
Comprehensive understanding of UCP, ISBP, URR, Trade Services Products, AML/Sanction programs and trade finance products
Ability to build working relationships with stakeholders

185

Advisory Emeia BMC Leader Resume Examples & Samples

Manage relationships with key Advisory stakeholders across the BMC EMEIA organization and alignment with the other AREA leaders to create synergies and smarter use of established programs elsewhere as well as subject matter resources for programs
Enable and deploy BMC programs in EMEIA, working with the business to find sponsors and champions
Play a leading role in creating best-in-class (sales) campaigns
Execute the plan of the particular campaigns with a focus on delivering results and business outcomes that build brand, expand relationships and ultimately drive revenue with clients and prospects
Maintain up-to-date knowledge on BMC issues, trends and long-term implications for EY’s GTM approach
Maintain up-to-date knowledge on Advisory issues as well as knowledge in defined sectors
Deliver on practice and BMC strategic priorities; align BMC initiatives with EY’s market leadership and revenue goals; achieve the desired results; communicate the BMC value proposition
Assert own ideas and persuade others; gain support and commitment from others; mobilize people to take action; use creative approaches to motivate others to meet practice and BMC strategic goals; engage with leaders effectively to gain sponsorship for activities
Develop appropriate project plans in alignment with BMC project management methodologies and effectively partner with internal and external stakeholders to execute these project plans
Demonstrate the ability to manage several projects concurrently; demonstrate time management and organizational skills
Be a strong team player and lateral thinker, flexible and comfortable working collaboratively, virtually and independently
Understand EY’s business; effectively navigate EY’s and BMC’s matrix organization to access, inform and engage the right people at the right time
Demonstrate excellent communications and networking experience and skills in a wide range of situations and with people at all levels within the organization, including global leadership
Demonstrate strong communications skills and knowledge, skills and abilities concerning global business fundamentals, and cross-cultural/geographical sensitivities
Approx. 3
Good communication abilities, which are required to connect the dots within BEC and beyond
Ability to influence and build collaborative relationships in BMC and beyond
Ability to challenge views and perspectives without harming own acceptance within BMC and beyond
Ability to influence and build collaborative relationships with business stakeholders

186

Advisory Resume Examples & Samples

Establish formal project plans, protocols and
1) Communication
Prepare Area meeting PPT
Be the contactpoint of Apac operation communication – say sometimes Apac’s operation leader or partner may need some statistics or information, she will be the contact
Bachelor Degree in Accounting and Finance
At least 5 years’ experience in finance related roles and management role
Previous experience in a professional service environment
Excellent project and commercial management skills
Sound understanding of the firm’s Service Lines, Go-to-market strategy and our external market
Confidence to provide a point of view and to challenge at Partner level
Ability to work successfully as part of a team and to work with multiple stakeholders at all levels
Proven ability to manage multiple agendas and always meet demanding time frames
Strong networking , problem-solving and relationship development skills

187

Advisory Resume Examples & Samples

IT General Controls and Application Controls
Data Analytics
Service Organisation Control reports
Compliance with various frameworks
Assist other Advisory sub-services such as Internal Audit, Performance Improvement, and Security
Constantly seek and adapt to new challenges
Support and collaborate with the team throughout the engagement lifecycle (qualify, pursue, deliver and close) to achieve exceptional client service
Bilingualism: strong written and verbal communication skills in both French and English
Bachelor's degree in engineering, computer science, information systems, business and/or other related major
Possess or be actively pursuing information systems auditing certifications or accounting designations such as Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), and Certified Information Systems Security Professional (CISSP), Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), and Certified General Accountant (CGA)
0 - 5 years of experience in the field of IT auditing, information technology operations or internal audit; and
Experience with SAP ERP, data analytics, or IT security would be considered an asset

188

Advisory Graduates Resume Examples & Samples

Work effectively as a team member, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
Help prepare for meetings with client management teams and participate in these meetings
Help prepare reports and schedules that will be delivered to clients and other parties
Industry related certification (e.g., CPA/CA, CMA, RICS)

189

AVP FCC & RC CMB Advisory Resume Examples & Samples

Positions designated as “general compliance” are typically focused on one or more major lines of businesses within the Company (i.e. RBWM - Consumer Lending, Retail & Commercial Banking, Card Services. CMB - Commercial Banking, Payments & Cash Management, etc.). Many of the businesses entail a high degree of regulatory compliance and reputational risk, particularly with respect to risks arising out of non-compliance with extensive and complex regulations. Failure to comply with these regulations would have significant negative effects on relations with regulators, the reputation of the Company with the public and may result in regulatory impediments to mergers and acquisitions and significant regulatory sanctions, including regulatory fines of material amounts
The position directs compliance activities for the largest and/or most complex businesses in North America and is considered a senior compliance position within the business unit and/or function
This position is found in the following compliance function(s)
RBWM - Card Services etc . CMB - Global Trade & Receivables Financing and Payment & Cash Management etc
Ensures compliance for assigned line of business and directs the work of assigned Compliance staff. Makes high level compliance decisions affecting areas of responsibility
Consumer Lending
Minimum of ten years proven and progressive financial services operations, compliance and/or legal management experience or equivalent
Bachelor’s degree in business, related field or equivalent experience; Master’s degree preferred
In depth knowledge of all federal (OSFI, FCAC) and provincial laws and regulations governing Retail Banking, including proven ability to apply these requirements to business practices and systems to identify and assess compliance risk. Equivalent international experience will be considered
Ability to effectively communicate ideas, actions and decisions and to influence business lines to achieve consensus on regulatory risk issues and mitigation

190

Analyst, Debt Advisory Resume Examples & Samples

BS/BA plus 1-2 years work experience required, finance or related degree
Demonstrate a combination of academic aptitude, quantitative skills, strategic and creative thinking
Strong interpersonal skills and interest in working with clients
Highly proficient with Microsoft Office programs, familiarity with market data sources a plus
Clear verbal and written communication skills
Demonstrated ability to work independently and on small teams
Ability to multi-task various projects concurrently in an ever-changing market driven environment

191

Technical Specialist Advisory Resume Examples & Samples

Define, publish and maintain a test environment roadmap and strategy to address the bank's mixture of agile, hybrid (2 speed) and waterfall development for the Banking and Technology Organization
Develop, manage and guide the implementation of process improvements to support continuous integration and delivery guidelines adopted by the bank
Undertake project leadership duties by developing detailed work plans, scheduling resources, monitoring progress against plan, ensuring development is conducted according to standards, providing leadership to staff and reviewing all work delivered
Demonstrate a mastery of all aspects of technology within a client/server environment
System analysis and design across multiple computing platforms
Programming languages, methodologies and database technology
Networking, communications, online transaction processing (OLTP) technology
Message based technologies
Hardware and operating system configuration, application performance and tuning
Understanding of batch / on-line processing, batch scheduling
Actively participate with the QA management and test teams to identify and address their environment needs
Work collaboratively with the Intake and Integration team to identify and address future requirements and needs
Communicating direction and recommendations effectively at various levels from senior management to developers
Keeps current with rapidly changing technological trends by continually researching emerging technologies and provides recommendations on the future directions to senior management
Work with solution vendors and/or development groups to identify solutions to address pain points
Strong understanding of existing and new technology concepts such as Cloud, Service Virtualization, HPQC, Automation testing tools, Continuous Integration and Delivery, Open Source, test data management, and workflow technologies
Familiarity with Agile, two speed and waterfall development standards and an understanding of complex and large IT infrastructure environments would be an asset
Excellent communication, presentation, and influencing skills
Diverse experience with multiple technology platforms, with a strong knowledge of the Software Development Life Cycle
Experience in leading, driving and managing large initiatives is highly desirable

192

Advisory Fulfilment Administrator Resume Examples & Samples

Contact clients to communicate new invoices and to collect past due amounts
Professionally handle all incoming calls from clients including returning the calls and expediting requests in a timely manner
Collaborate with various teams such as Sales and Billing to eliminate all obstacles that are holding up payment and escalate unresolved issues, tracking to final resolution
Identify disputes and log them into Accounts Receivable system to the right action owner
Weekly and ad-hoc reporting as required to Management on past-due receivables
Perform financial adjustments in Accounts Receivable system
Maintain up-to-date listing of client contacts
Take required actions per Business Analytics program recommendation
Perform account reconciliation with client
Perform refund to clients
Be involved with or lead special projects as time or capabilities allow

193

Advisory Buisness Operations Specialist Resume Examples & Samples

Support customers with financial tasks
Financial controlling (invoices, orders, Intercompany Agreements, costs control, claim )
Preparing weekly/monthly analysis, reports and statistics
Consolidating data and preparing weekly/monthly forecast report
Administer unit cost and expense budgets
Ad hoc requests

194

Advisory Resume Examples & Samples

Working with investor relations officers and/or executive finance client-side team members
Shareholder surveillance tools and methodologies, including Depository Trust and Clearing Corporation reports and bank lists
Advanced Thomson One skills, including platform navigation
Yield driven asset behaviors
Demonstrated record of identifying, working with various stakeholders and closing on sales opportunities/new revenue streams
Investor capital flows and investor behavior across global markets
Working with quantitative trading investors/strategies
Advanced Excel, including formulas/calculations, pivot tables and VLOOKUP
Is fully self-sufficient and competent in regards to output quality and quantity
Requires little or no supervision on a day to day basis
Has basic or good knowledge of best practices and how own area of expertise integrates with others
Provides informal guidance for colleagues with less experience
Plans and prioritizes work using resources in the best possible way to complete tasks on time and with high quality
Is starting to look at 'best practice'
Provides creative insights and / or solutions to address client / organizational challenges
Generates healthy debate within team, influencing team to look for a 'better approach'
Shares knowledge and expertise across organizational boundaries and endorses "best practices”
Synthesizes information from various sources by breaking it down into relevant components and generating new data when needed; considers a broad range of issues when determining relevance of data
Breaks down complex information (e.g., legal, operational risk, and regulatory data) into understandable terminology and actionable concepts
Considers and understands the audience’s specific needs and comprehension level to determine the most appropriate message and delivery method, limiting or explaining technical language
Demonstrates understanding of key terminology, industry players, and key performance indicators, drawing conclusions about trends
Remains cognizant of industry changes, challenges and findings, integrating this information for Nasdaq and customer use
Understands how products/services apply to companies in a particular industry and provides the best options for the business as requested
Identifies customer’s key decision-makers and networks to gain an understanding of their unique perspectives; maintains customer information in internal sales systems
Identifies valuable customers and ensures retention by recognizing their needs and recommending products/services/ solutions based on those needs

195

Manager, Accounting Policy Advisory Group Resume Examples & Samples

Reviewing proposed transactions for appropriate accounting and commercial treatment
Communicating complex topics and issues to non-specialists
Providing assistance with interpreting and practically applying accounting standards
Preparing training materials and presenting on new and existing accounting standards – informally in workshops and formally in presentations
Explaining new accounting developments to Finance and assisting them with implementation of these new requirements
Reviewing statutory financial statements
Have strong intellectual curiosity
Think logically and commercially
Effectively work in teams and operate in a collaborative environment
Have tenacity to get to the right outcome by performing thorough research
Have knowledge across IFRS standards
Have strong Microsoft Office skills, primarily Excel, Word and PowerPoint

196

Advisory Resume Examples & Samples

Professional qualification (ACCA/ ACA/ CFA)
At least 4 years of experience in a relevant field
Act as a visible role model for our people
Develop robust and enduring relationships
Demonstrate business acumen and technical and industry expertise
A team player who can build and develop high performing teams and coach our people
Strong analytical mindset and structured problem-solving abilities
Ability and flexibility to work effectively in a fast-paced and diverse environment, in Mauritius and abroad
Ability to communicate in both English and French both verbally and in writing

197

FS Advisory Resume Examples & Samples

Robotic Process Automation experience, either Blue Prism, Automation Anywhere or UI Path. Ideally certified, and/or with 3 months or more hands-on experience
Good all-round consulting skills, either within a consulting environment or an internal consulting team
Relevant technical and delivery experience within, or working as a consultant/advisor to, a financial services organisation
A passion for making a difference, and a desire to build a career within a big-four consultancy setting
The ability to provide excellent client service and manage and build strong relationships both internally and externally, coupled with a strong interest in further developing and integrating operations with technology skills; and
Awareness of emerging issues, including regulations, industry practices and new technologies
O Agile training / certification (ideally SCRUM)
O Lean or Six-Sigma training or methodology
O Project Management experience or qualifications (e.g. Prince2)
O Any data or reporting skills a bonus

198

International Advisory & Policy Manager Resume Examples & Samples

Act as a first point of contact for liaison with LECs
Provide written and verbal guidance on accounting policy matters
Assist with development of accounting guidance tools
Maintain a centralized Technical Issues Log
Co-ordination and support of financial statement reviews
Provision of advisory support to controllers in jurisdictions which are transitioning to IFRS and assist with new GAAP implementation projects
Input to ad hoc financial reporting projects
Candidates for the role should hold a professional accounting qualification and will ideally have some prior experience of the financial services industry and knowledge of products used
The successful candidate should have strong accounting and analytical skills and demonstrate an ability to build and manage relationships across a variety of stakeholders
Candidates should have prior experience of preparing or auditing statutory financial statements produced under IFRS and should have a solid level of accounting knowledge and be willing to deepen that further
Candidates should demonstrate an ability to manage workload effectively, appropriately balancing multiple priorities to achieve required deliverables
Strong written and verbal communication skills are an important part of this role. The following personal attributes are important for this role
Confident
Well organised

199

FSO Advisory Quality & Risk Management Resume Examples & Samples

Serves as a Quality/Risk Management point of contact for FSO Advisory client serving teams
Leverages knowledge arising from in-depth client service or infrastructure experience to resolve or appropriately escalate consultations from service teams on Quality or Risk Management policy and procedure questions, issues, violations and concerns
Involves, as appropriate, FSO leaders, Advisory Quality resources, Independence, Risk Management, GCO Executives and others to discuss and resolve highly complex situations and issues
Lead moderately complex independence assignments, or aspects of highly complex assignments
Teams and engages with groups across service lines/competencies and functions to develop strategies or programs to educate and improve understanding in order to enhance understanding of and compliance with policy
Manages relationships so that expectations are met or exceeded by advising what to expect and by when, and through listening and responding to constituents’ needs
Understands key requirements of firm Quality and Risk Management policies, and is knowledgeable about other areas outside of own area
Identifies emerging risks and proposes solutions to address these
Keeps abreast of emerging knowledge, trends and lessons learned regarding Quality, Independence, Risk Management and related areas
Use independent judgment and discretion, to identify issues, analyze risks across industry and service lines, and interpret relevant EY policies and guidelines. This may involve reviewing a proposed business relationship, to confirm it meets firm Independence policies and requirements
Gain a solid understanding of relevant parts of the EY business
Train and mentor junior Q&RM and Independence staff, to familiarize them with firm processes and policies, and to enable them to handle more complex issues
Assists in developing communications and training materials and leads training sessions or presentations to communicate new developments and resulting impacts to client servers, leadership and other FSO Quality team members
Through regular interaction develops relationships and builds a network of people within professional networks, Quality, Risk Management and across the firm utilizing these relationships to proactively identify issues that might arise
Proposes suggestions and solutions for improvements to policies or process/es by leveraging varied experiences
Manage process team members, or coordinate virtual teams who complete work reviews. This includes assigning work and reviewing performance
Familiarity with Q&RM initiatives outside of your specific area
Strong knowledge of Service Line offerings
Good understanding of firm independence policies and regulators’ rules
Problem solving across multiple service line/competency, industry sector and geographic areas
Strong research and communication skills as well as listening and interpretation skills
A flexible approach
Demonstrated record of taking the initiative
Strong research and communications skills
Ability to successfully handle multiple tasks
Good working knowledge of computers and common software packages
A minimum of 7-10 years related experience
Exposure to diverse and or complex situations
For this specific position, IT background is strongly preferred – someone who can understand the IT Advisory services our teams are performing/proposing to perform and can help to identify the relevant risks related to those services

200

Advisory Resume Examples & Samples

Bachelor’s or Master’s degree in accounting, accounting information systems with 1-3 years of related work experience
Strong written and verbal communication, presentation, client service skills
Able to work independently, as a member of a team, and under supervision
Hardworking, eager to learn, and willing to embrace new challenges
Good commands of English (writing, speaking, listening and reading)
Computer literacy in MS office
Adaptable and be able to work upcountry (occasionally)

201

Advisory Resume Examples & Samples

Identify business requirements, functional design, process design, testing, training, defining support procedures
Work alongside client IT to implement solutions that meet the requirements
Design work plans for Finance Department to perform user testing and the implementation of financial modules

202

Advisory Resume Examples & Samples

Analyses IT requirements for customer’s projects and designing of appropriate infrastructure so that the solutions are implemented in accordance with the client’s requirements
Requires primarily architectural work (dealing with all components of an IT environment: server, network, security, storage, systems management, integration, backup and recovery), it is expected that the IT Architect will be able to understand these technologies at a deeper level
Works with other architects (applications, infrastructure etc), IT Specialists, application developers and operations staff to ensure an appropriate solution is designed. The IT Architect will be able to understand and balance requirements from different sources in complex environments and translate these into robust infrastructure designs
Designs high level technical solution design on infrastructure for the given requirement. Deliverables are to produce the statement of work (SOW), cost model and highlevel solution design document

203

Advisory Resume Examples & Samples

Lead and manage engagements
Be dedicated to operational and delivery excellence
Project manage across multiple concurrent technical Cyber Security engagements
Prepare and deliver client proposals and other sales supporting materials to an exceptional standard
Work effectively as a self-managed team member; develop, coach and supervise team members, share responsibility, provide support, maintain communication and update senior Cyber management on engagement progress
Privacy, data protection and Information Security concepts
Experience in assessing an implementing security and risk standards including ISO 2701-2, PCI DSS, NIST, ITIL, COBIT, IRAP, PSPF, AS/NZS 4360

204

Advisory Resume Examples & Samples

Develop people through effectively supervising, coaching, and mentoring all levels of staff
Demonstrated proven track record of being successful in winning new business
A commercial mindset and experience in one or more of the following industry sectors - Government, Technology & Media, Consumer, Retail, Industrial Products and/or Power & Utilities
Previous professional services experience with demonstrated sales experience will be highly regarded

205

Advisory Resume Examples & Samples

Bachelor’s or Master’s degree in business, finance, accounting, or a related field
A minimum of 15 years of experience with at least 5 years in executive level, working at a professional services firm, financial services company or comparable experience working as an advisor to wide range of business
Consistent track record of successfully structuring and leading client engagements that achieved desired results, often times exceeding client expectations
Exceptional negotiation skills with complex/sophisticated situations involving senior level stakeholders
Effective mentor to team with an interest in their career progression
Advanced proficiency with Microsoft Word, PowerPoint and Excel

206

Advisory Resume Examples & Samples

Bachelor's or Master’s degree in accounting, finance, business or a related field with 7-9 years of related work experience, preferably in a professional services firm, with demonstrated career progression and leadership skills
Experience with internal audit risk assessment processes, executing internal audits and the development of risk remediation strategies. Understanding of control rationalization, optimization, effectiveness and efficiency
Ability to generate business deals and make business proposals
Strong analytical, communication, interpersonal skills and demonstrated integrity, values, principles, and work ethic
A dedication to teamwork and integrity within a professional environment. Strong capability to develop junior staff, build high performing teams and effectively delegate with appropriate levels of support

207

Advisory Resume Examples & Samples

A bachelor's degree in accounting, finance, business or a related field and 4-6 years of related work experience
A minimum of 1 year of related audit or applicable business experience is preferred
Successful candidates must be available to travel outside of their assigned office location

208

Advisory Resume Examples & Samples

Bachelor’s or Master’s degree in accounting, accounting information systems, finance, economics with at least 7-9 years of experience in process improvement in industries such as finance & banking and insurance, manufacturing, automotive and real estate
Experience working for a top tier Consulting firm or Big Four with a strong focus on business improvement is preferable
Strong organisational/project management/consulting skills
Able to work independently, lead and supervise a small team to execute assignments
Good commands of English (writing, speaking, listening and reading)0
Advanced proficiency with Microsoft Office

209

Advisory Resume Examples & Samples

Assessment of change readiness, leadership alignment, and organizational impact
Change vision and strategy
Organizational design
Training strategies, and curricula and course development
Cultural transformation plans
Stakeholder management and communications to obtain awareness, understanding, buy-in, and support
Developing an understanding of PwC's services, interacting with client counterparts in an organized and knowledgeable manner, and building solid relationships with clients
Collecting and organizing data effectively and performing basic analysis, such as benchmarking reports, and financial, market, and operational analyses
Structuring approaches to solving discrete problems, delivering clear requests for information, and demonstrating flexibility in prioritizing and completing tasks
Conveying ideas clearly in an oral and written manner, both one-on-one and in small groups
Applying research and analytical skills to support thought leadership and intellectual property development

210

Advisory Resume Examples & Samples

Define data protection strategy, policies and procedures
Perform data protection security reviews and privacy assessments
Identify the weaknesses in data protection and privacy issues, assess the risks and provide practical recommendations to management
Define and implement information classification policies and procedures
Perform risk assessments covering key Business Continuity Planning (BCP) / Disaster Recovery Planning (DRP) related risks
Design qualitative and quantitative business impact analysis (BIA) models aligning with clients’ requirements
Conduct business impact analysis exercise and define RTO & RPO requirements
Define and establish BCP committees, Crisis Management Teams
Identify security vulnerabilities, assess risks and provide practical recommendations to management
Designing, assessing and implementing information security framework, policy, standards and procedures based on IT risk framework
Provide information security consulting service to enterprises by customizing information security solutions, such as security risk management, identity & access management, data leakage protection and security operation center

211

Advisory Resume Examples & Samples

Mentor and manage teams
Drive revenue that contributes to the growth of the practice
Information Security domains - in particular one or more of the following: Cyber Program Management, Cyber Threat Management, Identity & Access Management, Data Protection, Privacy, Organisational Resilience. This experience should include both advisory and implementation experience
Experience in assessing and/or implementing security and risk standards including ISO 27001-2, PCI DSS, NIST, ITIL, COBIT, IRAP, PSPF, AS/NZS 4360
Strong technical security skills in assessment, design, implementation, architecture, and program / project delivery
Industry related certification preferred (e.g. CISSP, CISA, CISM)

212

Advisory Resume Examples & Samples

A Master's Degree or close to graduation with excellent grades, major e.g. information systems science, business information management, accounting or industrial management
Understanding of the essence of business or finance processes and the role of IT as a business enabler
A customer oriented attitude, good presentation skills, analytical and problem solving skills
Previous experience in IT audit, IT risk management or IT security as well as certifications like CISSP, CISA or relevant are considered assets, but not expected

213

Advisory Resume Examples & Samples

Creating a positive learning culture, supervise, coach, counsel and develop junior team members
Managing a portfolio of clients whilst reporting to the Engagement Partners
Ensuring that work delivered is to the required high quality standard and adds value for the client
Reviewing and releasing deliverables for partner review on a timely basis
Ensuring engagements are completed on time and monitor budgets
Managing timely billing and follow-up with clients for timely settlement
Attending audit committee meetings and maintaining strong client relationships through on-site involvement and key contact for senior client stakeholders
Building an extensive network of internal (EY) and external (client) relationships by travelling the world
Initiating and participating in discussions with our clients to understand client needs and propose solutions to help
Participating in departmental and firm wide activities such as recruiting efforts, on-boarding and integration efforts, local team building initiatives, learning and development activities
Holder of a degree in accountancy or finance related field
At least 5 years of experience in external/internal audit
CA/ACCA affiliate
Strong focus on caring about and meeting client expectations
Demonstrate flexibility and commitment by travelling regularly outside Mauritius
Embraces diversity and tolerance of diverse view points and cultures
Build EY brand and marketplace standing by leading by example
Drive and resilience to deliver in a pressured environment and ability to demonstrate strong business development acumen
Enjoys coaching and developing all of our people
Strong project management techniques including decision making ability, analytical skills, time management, organisation stills
Multi-tasking - ability to effectively manage more than one account at a time
Develop robust and enduring relationships based on trust and integrity
Strong communication and interpersonal skills, both verbal and written
Structured thinking and ability to put this in writing
Detail oriented but able to quickly grasp the big picture
Strong report writing skills and good mastery of English and French grammar

214

Account Manager, Wealth Management Advisory Resume Examples & Samples

A College or University degree and/or relevant proven work experience in a personal trust related position is preferred
Candidates should have experience in financial servicing or related experience/credentials preferred
Excellent oral and written communication skills as well as client servicing skills are required
Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required
Excellent analytical, problem solving, and organizational skills are required
Must be highly flexible and adaptable to change as well able to handle multiple priorities
Candidates should have excellent technical skills / systems knowledge (e.g. Microsoft Word, Power Point)

215

Advisory Resume Examples & Samples

Participate in business development and sales activities for nominated MNC accounts and build long-term client relationships and networks in these accounts
Consistently deliver quality work that clients value for major programs /projects within the Supply Chain & Operations domain
Actively build business networks internally and externally to promote EY & the Advisory brand
Build strong internal relationships within Ernst & Young Advisory and with other services across the organization
Foster an innovative and inclusive work environment
Maintain and participate in an educational program to continually develop personal skills
Understand and follow workplace policies and procedures and communicate these to all levels of staff
In-depth knowledge and experience in Supply Chain & Operations, ideally with specialization in one or more of the following

216

Advisory Resume Examples & Samples

Help leading pharmaceutical clients to solve enterprise-wide strategic, organizational and operational issues by formulating strategic initiatives, redesigning organizations, transforming the operations and processes, and improving business performance
Interview client, identify and summarize key issues, outline project approach and draft proposal content
Focused on market access, product branding, brand management, distribution strategies, marketing strategies
Lead and manage self-work independently

217

Advisory Resume Examples & Samples

Finance transformation
Balanced scorecard
Planning, budgeting and forecasting
Cost to serve
Cost reduction
Shared service centre and business process outsourcing

218

Reg Advisory Resume Examples & Samples

Create innovative and proportionate insights for our financial crime clients, adapting methods and practices to fit their business needs
Provide input into the application of regulatory standards and support the development of solutions to resolve complex financial crime risks and issues
Take responsibility for engagement planning, management, and leading teams in financial crime engagements
Support bids and proposals for new client opportunities and grow existing valued relationships
Mentor staff and conduct performance reviews and contribute to performance feedback for staff
Identify and develop business opportunities
A clear understanding of the strategic implications of regulation
Being able to effectively implement a variety of regulatory directives
A background in change or transformational projects
Functional knowledge of the UK and European financial crime regulatory environment (with knowledge of the global environment an advantage)
Strong analytical and problem solving skills, with the ability to present information in a clear and concise manner
Financial Crime / AML and / or sanctions work experience/ professional qualification preferred
Leadership, project management and teamwork skills for delivery of financial crime engagements
Strong stakeholder management skills
Enthusiasm to be involved in marketing activity and developing the Financial Crime team
Strong academic background, ideally to a degree level or equivalent

219

Reg Advisory Resume Examples & Samples

You will produce, with limited supervision, complete and accurate work
To build credible relationships with clients both by demonstrating technical skills and knowledge and also by handling complaints and customer redress appropriately
You will develop presentations that are clear and impactful, translating EY services into meaningful value propositions for clients
Be responsible for documenting collating and reviewing– evidencing paper trail of transactions and analysing legal and other documents to identify key facts, anomalies, etc, for categorisation
Undertake data input and reporting– of key information into spreadsheets and/or proprietary systems, by conducting detailed and summary analyses (by transition, time period or categorisation)
Being involved in remediation of regulatory issues

220

Advisory Resume Examples & Samples

University graduates in Information Systems / Computer Science and Accounting
A minimum of 2 years of relevant experience with reputable international accounting firms
IT audit experience with major CPA firms is a plus
IT audit experience on general controls review, application controls review and data analysis using audit commands language

221

Advisory Resume Examples & Samples

Design, enhancement, implementation and review of anti-money laundering detection and compliance programs
The assessment of anti-money laundering (AML) risk at all levels of the client’s corporate structure
Creation of policies and procedures
Development and steer internal controls and compliance assessments
Create and deliver training modules
Integrating compliance controls into the scope of existing business practices
Selecting and implementing relevant technology solutions
Ten years of anti-money laundering operations experiences in Sanctions, Retail and Correspondent Banking experience or Financial Institutions would be a plus
Strong knowledge of anti-money laundering regulations and regulatory authorities, anti-money laundering policies and procedures, anti-money laundering risk assessments, and customer on-boarding procedures

222

Advisory Resume Examples & Samples

Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, and other planning documents. Provide guidance and expertise to team members and participate in performing procedures especially focusing on complex, judgmental and/or specialized issues with regards to ERP systems. Review work performed by the ITRA team and maintain relationships with client executive management to manage expectations of service including work products, timing, and the value to be delivered
Demonstrate and apply a thorough understanding of complex ERP 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
Understand EY and its service lines and actively assess what the firm can deliver to bring value to clients. Achieve revenue growth from selling new products/services to clients
Provide broad functional knowledge of key ERP business modules
Team with client technology professionals, and/or third party strategic alliances
Work with a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, conversion and testing
Interact and communicate effectively with finance and technology middle management executives
CPA, CA, CISA, CISSP, CISM, CBCP, CIA, CFE or other application-specific certification is desired; non-certified hires are required to become certified to be eligible for promotion to Manager
Financial related ERP systems features and functionality, such as general ledger, accounts payables, accounts receivables, purchasing, inventory, sales, projects and fixed assets
Industry-specific solutions provided by ERP vendors
ERP data services including database technology and data warehousing features and functionality
Business intelligence product features/functionality and reporting solutions
Financial accounting and reporting systems operations and technology
Budgeting, planning and forecasting operations and technology
Performance management and measurement (Key Performance Indicators (KPI), business driver-based metrics)

223

Advisory Resume Examples & Samples

Provide broad functional knowledge of SAP Basis to clients
Work with a team of technology professionals through technology lifecycle, including requirements system design, configuration and testing
Ensure work in progress is monitored and controlled, and fees are araised promptly
Have ability to spot and exploit additional fee billing possibilities
Plan and allocate staff resources to fulfill business requirements
Bachelor degree at least in information technology or a related discipline
Strong knowledge and experience of SAP systems
Working experience and solid technical / working knowledge of HANA、Oracle、DB2 and MSSQL applications in business operations, corporate strategy or IT for at least one major package
Project management skills, experience in leading some implementation projects preferred

224

Advisory Resume Examples & Samples

Lead and manage large scale cross functional projects and operational transformations within the Investment Banking / Clearing House / Exchange or relevant institutions
Analyze and provide recommendation to client personnel on strategic initiatives
Monitor and supervise the team on system integration projects
Manage the core banking operations and lead the team on project deliverables within the financial services sector
Bachelor’s Degree with a minimum of 10 - 15 years’ work experience, preferably with 5 or more years gained in a leading consultancy firm
Financial Services industry specialist, in Banking & Capital Markets, Wealth & Asset Management or Insurance (life, non-life, banc assurance and health)
Strong business acumen with experience in one or more of the following disciplines
Business Transformation (process redesign / simplification, workflow mapping, target operating model design, legal entity rationalisation, shared service centre migration / location strategy, post M&A integration)
Trusted advisor - in-depth understanding of the industry / market, with the ability to develop thought leadership, articulate key issues and opportunities for market growth
Excellent analytical skills - ability to translate the client’s strategic direction into creative, cohesive and achievable solutions
Strong stakeholder management skills - able to quickly establish personal credibility and communicate with people and teams from different cultural backgrounds and at multiple levels within the organisation
Experience of full project life cycle delivery and change management. Lean Six Sigma / Project Methodology or Professional project management qualification would be desirable
Excellent command of written and spoken English and Cantonese. Mandarin is an advantage. Willing to travel to meet client needs

225

Advisory Resume Examples & Samples

Participate in Cyber Security engagements with a focus on Penetration Testing, Red Team Assessment and Security Testing
Build strong internal relationships within EY Advisory Services and with other service lines across the organization
Knowledge and experience in web or mobile application programming and security code review is desirable
Good command of written and spoken English
Related qualifications and/or industry certifications such as GPEN, GXPN, OSCE, OSEE. GWAPT, OSWE and CCT

226

Advisory Operations Associate Resume Examples & Samples

Extremely high level of service delivery when interfacing and working closely with Financial Advisors ,PWAs CSAs, BOMs in addition to the Consulting Group Sales Desks, and business owners at various levels of the organization including senior management
Provide oversight and support for the analysts and other associates on the team
Collaborate with IT and other CG counterparts with the testing of new system enhancements and the implementation of new policies as well as the lead for multiple processes at the same time, and provide support for ad hoc requests

227

Advisory Resume Examples & Samples

Assume formal account responsibilities for nominated MNC accounts and build long-term client relationships and networks in these accounts
Take lead delivery responsibility for major programmes /projects within the Supply Chain & Operations domain, with strong emphasis on building the capacity of the local PI team
Help generate new business opportunities
Recruit new Supply Chain & Operations professionals into the practice driving an “apprenticeship” model
Effectively build, manage and motivate teams with diverse skills and background
In-depth knowledge and experience in SAP APO, ideally with specialization in one or more of the following

228

Advisory Operations Associate Resume Examples & Samples

Oversee Fee Accuracy for Advisory Accounts. Professional Associate skills level with a breadth of knowledge not limited to the advisory billing space but much broader
Extremely high level of analytical thinking, metrics reportings, analysis of fees, working with the PWAs, CSAs, BOMs in addition to the Consulting Group Sales Desks, and business owners at various levels of the organization including senior management
Supporting the oversight of all related billing functions, testing of processes, manual entries and Branch related requests on Fee Accuracy (Inclusive but not limited to account fee profiles, fee maintenance, book of business fee analysis, to troubleshooting complex or sensitive issues related to a client's accounts or FA compensation)
Work directly with IT and other CG counterparts with the testing of new system enhancements and the implementation of new policies as well as the lead for multiple processes at the same time, and provide support for ad hoc requests

229

Advisory Resume Examples & Samples

Work with high-growth clients and other market leaders in industries such as retail, consumer products, financial services, insurance and health sciences
Develop the scope of services with internal audit and executive client management; guide the team in the development of cost-effective and practical recommendations for improvement; provide guidance on complex audit matters and monitor engagement economics
Develop and maintain productive working relationships with client management and a commitment to client satisfaction. Understand the client's industry and recognize key performance drivers
Participate in the career and performance development of the BRS practice by serving as a career counselor, training new staff and providing timely and specific performance feedback
Recognized university Bachelor or Masters Degree with a minimum of 2 years related experience for Seniors, 5 years for Managers and 8 years for Senior Managers preferably with consultation experience in internal controls, enterprise risk management and budgetary process
Professional accounting qualification is required for Managers and above

230

Advisory Resume Examples & Samples

Identifies database requirements by interviewing customers; analyzing department applications, programming, and operations; evaluating existing systems and designing proposed systems
Recommends solutions by defining database physical structure and functional capabilities, database security, data back-up, and recovery specifications
Installs revised or new systems by proposing specifications and flowcharts; recommending optimum access techniques; coordinating installation requirements
Maintains database performance by calculating optimum values for database parameters; implementing new releases; completing maintenance requirements; evaluating computer operating systems and hardware products
Prepares users by conducting training; providing information; resolving problems
Provides information by answering questions and requests
Supports database functions by designing and coding utilities
Maintains quality service by establishing and enforcing organization standards
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies
Build a quality culture
Foster teamwork
Participate in the organization-wide people initiatives
Bachelor of Science graduate with a sound industry experience of at least 2 years of experience as an Oracle DBA
Excellent communication skills (Written and Oral)
Database Performance Tuning
Database Security
Promoting Process Improvement
Presenting Technical Information
Database Management
Data Maintenance
Operating Systems
Attention to Details
Information Security Policies

231

Advisory Resume Examples & Samples

BE/BTech/MCA & MBA with a sound industry experience of 3 to 5 Yrs
Facilitate process to project teams
Able to analyze metrics of the project
Should be able to drive process improvement initiatives
Should be able to define process for the teams
Should have experience in project audits and reviews
Be passionate about Quality Management
Be a graduate, preferably in Engineering
Have more than 3 years of experience in Software Quality
Should have participated in CMMI initiatives, preferably as an ATM or FAR member
Desirable to have PMP certification
Should have exposure or participated in ISO 27001 initiative either as a team player or as an implementer or as an auditor
Should be able to handle change management and interact across different layers within the organization

232

Advisory Resume Examples & Samples

Need to work as a manager in different phases of various ongoing SAP Implementation Projects and contribute effectively
Completion of assigned tasks on time and regular status reporting to the higher management
SAP Finance – Taxation and Withholding Taxes
FI integration with MM, SD, HR & PS
Exposure to FI – RAR (Revenue Accounting & Reporting)
Prior client facing consulting experience

233

Advisory Resume Examples & Samples

To ensure project deliverables conforms to business requirements/objectives
Understand the requirements, evaluate potential solutions and provide technical recommendations
Contribute to the design and development of projects where deemed necessary
Participate in the design and planning of solutions infrastructure changes
Liaison with the Project manager/Project Leader to ensure successful deliveries
Responsible for design, impact analysis for the requirements
Complete projects in accordance with agreed standards i.e. operational acceptance criteria
Ensure that work is completed with very high quality
Should have good oral and written communication
Ability to work well with clients and other internal system groups
The individual must exhibit a great deal of personal initiative and accountability
Good interpersonal skills with the ability to facilitate or contribute thought leadership
BE/BTech/ME/MTech/MCA/MBA with a sound industry experience of 10 Yrs above
Working knowledge with SOA & ESB
Strong skills on Java, J2EE technologies
Minimum 5+ years of hands-on experience using IBM Integration Bus ( WebSphere Message Broker) in a SOA Solution, Web Services solution, JSON messages
Experience using IBM WebSphere MQ
Experience in message modelling, XML, XSLT
Experience working with Message Sets/WSDLs/ SOAP nodes
Experience with XML, XSD, XSLT , WebSphere Transformation Extender (WTX) , IBM Integration Designer / WebSphere Integration Developer, Web Services
Strong working knowledge of SOA concepts & approaches (Web Services, UDDI, WSDL, SOAP, REST, etc)
Strong in Transact SQL or PL/SQL, strong RDBMS concepts with experience in MS SQL Server, Oracle or DB2

234

Advisory Resume Examples & Samples

Build EAI/ESB components against technical designs
Understand technical designs and define interface specifications
Adherence to coding standards and guidelines
Perform unit testing
Version control source code
Document deployment steps to system test and production environments
BE/BTech/ME/MTech/MCA/MBA with a sound industry experience of 4+ Yrs
Minimum 2+ years of hands-on experience using IBM Integration Bus ( WebSphere Message Broker) in a SOA Solution, Web Services solution, JSON messages

235

Advisory Resume Examples & Samples

Completion of assigned tasks on time and regular status reporting to the Lead
Engineer / Bachelor’s degree in Computer Science or a related field with a sound industry experience of 3 to 6 years
Real time knowledge and experience on enterprise system integration, Insurance domain background, Property & Casualty
Web services - SOAP, WSDL, XML
Messaging - Topics/Queues
Should have strong knowledge and experience on Tomcat and or Websphere/Weblogic
Should have understanding and experience of software development best practices

236

Advisory Resume Examples & Samples

Bachelor’s degree from a top-tier university, preferably in Computer Science or a related field
Industry experience of 7 to 10 years
Experience in Guidewire ClaimCenter / PolicyCenter / BillingCenter Configuration/ Integration/Conversion
Experience in Insurance domain, preferably in Property & Casualty
Experience in Java 5, JEE, XML, Web Services (Axis 2), SQL, ANT
Real time knowledge and experience on enterprise system integration, preferably from Insurance domain background,
Excellent business communication, leadership skills,
Must be willing to be assigned in Ortigas and/or McKinley Hill

237

Advisory Resume Examples & Samples

Develop and maintain Test Automation Frameworks
Develop and maintain Automated Functional Testing Regression Suites
Need to work as a team lead to contribute in various testing streams of Guidewire implementation/package implementation projects
Regular status reporting to the Manager and onsite coordinators
Good hands on experience in Functional Automation using the testing tools like (QTP/UFT, Selenium, RFT etc)
Experience in Automation test script development and well versed in scripting like VBScript, Java, JavaScript etc
Strong experience with Windows/Linux technologies and database like Oracle, SQL Server etc
Strong experience in automation of packages like Guidewire , ERP(SAP/Oracle) and web applications
Extensive experience in script debugging, associate library preparation, exception handling, integration with Test Management tools like QC/ALM, RTM, qTest etc
Experience in tool installation, test environment setup and tool server maintenance & administration
Good to have experience in creating customized test execution (summary) reports using html/dhtml/xml/perl/python
Good experience and understand the Software Testing Life cycle (STLC)
Good knowledge and experience in Software Development life cycle (SDLC)
Exposure to WebService or SOA Testing
Real time experience and exposure on BFSI (preferable to have Insurance or Banking or Capital Market Services)
Excellent leadership skills
Experience in Automation of GuideWire Claims/Policy/Billing Configuration/ Integration/Conversion
Experience in Banking and Capital Markets domain

238

Advisory Resume Examples & Samples

Provide production support and resolve user issues with system performance, availability, and functionality
Develop and share functional and business expertise with the team
Learn company (EY) methodologies and service offerings

239

Advisory Resume Examples & Samples

Responsible for supervising and/or completing project activities
Develop and share functional and business expertise
Support internal initiatives including business development and recruiting

240

Advisory Resume Examples & Samples

Work with our clients through workshops to understand their unique cyber security requirements
Work within your EY team to shape an appropriate response and deliver solutions for our clients’ needs
Utilise your experience and knowledge to shape and inform our clients understanding of cyber security risks and solutions
Provide written and verbal insights to our clients
Be involved in cyber security assessments
Delivery projects to our clients

241

Advisory Resume Examples & Samples

Support and in some cases manage administrative aspects of engagements (billing, engagement letters, reviews, close outs, etc.)
Support practice development and intellectual capital development efforts. Develop business cases to support investment decisions related to technology, application functionality, business process improvements, and alternatives
Lead workshops with business users and key stakeholders to document current business processes and workflows, identify business process improvement opportunities, and gather requirements related to new application functionality
Facilitate communications with IT and technical implementation teams to relay and clarify business requirements, as well as ensure that customized software functionality and reports meet business requirements
Knowledge of (accounting and financial reporting, sales and marketing, manufacturing, distribution) organizations and their operations in large, Fortune 1000 companies
Demonstrated experience in translating customer business requirements into workable business solutions, either as a software solution or a re-engineering initiative
Customer relationship acumen and experienced consulting skills
Solid experience in Change Management and Business Process Mapping
2 to 5 years experience in systems applications consulting, either internally via an IT organization or externally with a consulting firm or software provider

242

Advisory Resume Examples & Samples

Help clients to solve enterprise-wide strategic, organizational and operational issues by formulating strategic initiatives, redesigning organizations, transforming operations and processes and improving business performance
Identify, pursue, and lead in the delivery of engagements
Managing resource allocation and optimizing resource utilization to help maximize the team performance

243

Advisory Resume Examples & Samples

Deliver work products for at least one phase of an actuarial project
Complete allocated tasks efficiently while demonstrating professional judgment in seeking assistance, discussing ideas and resolving issues
Deliver work products to support development of project proposals, business plan for a new service or product or a large account management strategy
Understand and apply appropriate EY methods and tools (or recognized equivalent) in completing assignments
Provide guidance to junior team members and review their work
Perform data checks through the use of reconciliations, reasonableness checks and summaries. Follow up issues with client
Identify potential opportunities for EY to help client, and refer these to appropriate team members
Apply knowledge to meet client needs
Build relationships with colleagues outside primary area of expertise to gain perspective across Advisory
University / College graduate with at least 2 and 5 years of insurance experience in an actuarial and/or risk-related role for Senior Associate and Manager respectively
Candidates with less experience would be considered as Associate
Good progress in actuarial professional examination for Senior Associate, attained or close to attaining Fellowship in actuarial professional examination for Manager
Managerial experience is an advantage for Manager
Good project management, communication and people skill
Knowledge in insurance financial reporting basis, e.g. IFRS, HKICO, Solvency II, RBC, is preferred
Proficiency in actuarial software, e.g. Prophet, AXIS, is an advantage
Good command of spoken and written English; Mandarin is an advantage

244

Advisory Resume Examples & Samples

Execute audit programs, fieldwork and documentation, following IIA standards
Provide subject matter expertise, advice and audit program delivery
Participate and co-lead discussions with staff, leadership and auditee/client
Contribute to the development of new audit techniques and plans within areas of expertise
Work on complex problems requiring evaluation of intangible variables
Adapt projects, programs or methods based on customer or business partner feedback
Execute scope areas with defined requirements
Review and summarize engagement findings for management review
Review end to end IT / business / financial processes spanning multiple functional areas for completeness and risk identification
Research and identify alternatives to existing processes which drive either heightened controls or control simplification
Integrate trends, data and information into plans, deliverables and recommendations
Company business priorities, strategy and direction
Customer business needs and expectations
Company goals, customer requirements and knowledge of competitor practices
Recognized university Bachelor or Masters Degree with a minimum of 1 years for Staffs, 3years for Seniors preferably with consultation experience in internal controls,enterprise risk management and budgetary process

245

Advisory Resume Examples & Samples

Engaging with current and potential clients and building relationships with them
Preparing and submitting finance related proposals
Supporting the Finance Team in developing the proposition in operations
Engaging with other parts of the firm (Ireland and Internationally) and network to promote the operations area
Winning operations assignments, particularly in the areas of finance structures, shared services, outsourcing
Leading project teams and providing on-the-job learning and coaching
Delivering high quality client projects
Managing project finances
Drafting practical thought leadership articles and publications
Supporting business development initiatives
Carrying out other ad hoc support and projects
Any primary degree, grade achieved at least 2.1
MBA or further studies - would be desirable
Recognised Project Management Qualifications -would be desirable
5+ years in industry in a Finance role or in consulting in a shared services environment
Experience of working in and / or with large scale organisations in the Finance function
Experience in delivering consulting engagements, including Finance transformation in a shared services environment
Excellent understanding of general business practices
Excellent leadership, communication and interpersonal skills
Experience in managing a team of resources on multiple assignments running simultaneously
Experience in coaching and mentoring junior staff
Comprehensive reporting and presentation skills essential

246

M&A Advisory Resume Examples & Samples

Advise client as to strategic alternatives and rapidly advance communication with stakeholders
Prepare for pitch book and presentation including analysis and planning
Execute marketing program and conduct preliminary due diligence
Analyze industry prospects by gathering information about growth, competitors, and market share possibilities
Build up a mosaic to help top management team to make decision
Near/Native Japanese and proficient English skills
Hands on M&A related working experience
Have knowledge of enterprise value evaluation and corporate finance
Be able to work efficiently under pressure
Have working experience in global investment banking

247

Advisory Resume Examples & Samples

Build productive working relationships with client personnel
Understand and execute advisory services procedures including client interviews, problem analysis, and advanced fact gathering within the insurance industry
Strong project delivery and operational experience, especially in the Insurance sector
Bachelor/ Master's degree with an emphasis in Finance, Accounting, Statistics, Economics, MIS (business perspective) and/ or business preferred
At least 3 - 4 years of relevant experience within theinsurance industry; Consulting experience is highly preferable
Excellent written and spoken English and Chinese
Strong analytical, teamwork and organizational skills
Positive attitude and enthusiasm in the performance of responsibilities

248

Advisory Resume Examples & Samples

Lead large scale cross functional projects and operational transformations within the insurance industry
Monitor and supervise the team on system enhancement projects from gathering user’s requirement to system implementation and integration
Manage the core insurance operations and lead the team on project deliverables within the insurance sector

249

Advisory Resume Examples & Samples

Design, manage and implement strategies for enhancing or re-designing customer sales, servicing and marketing journeys for Financial Services (FS) industries (banking, insurance, wealth management)
Evaluate end-to-end customer experience across multiple channels (i.e. mobile apps, websites, tablets) and other non-digital customer touch points (e.g. branches, agency, relationship managers). Propose tangible improvements to that experience across channels
Manage delivery of a larger project or program (the exact scope will depend on individual’s experience and level of seniority)
Develop project plan and drive activities to meet project objectives and client expectations
Lead and run a team of consultants to increase the efficiency, accuracy and quality of project or engagements
Drive business development activities (e.g. attend client meetings to understand business needs, drive client proposals development)
Drive “Though Leadership” activities (e.g. development of white papers, research, speaking at industry events)
You will be expected to own a Customer specific solution or campaign (e.g. Pay as You Live insurance) and drive related go-to-market activities. This may include development of client presentations or internal training material
Build solid and trusted relationships with senior client stakeholders
Drive Customer propositions and build revenue pipeline with the nominated client(s)
Bachelor Degree or MBA
At least 6 – 8 years of relevant experience within the FS or non-FS industry, digital agencies or other consulting firms. Candidates with non-FS background are not expected to have in depth FS knowledge but should be able to explain how their experience can benefit banks or insurer clients
Solid functional experience of large project or program management, from user requirements gathering to stakeholder management and communication
Experience in transformation of sales, service and marketing processes / operations
Prior team management responsibility
Proven business development experience for candidates coming from consulting industry, For industry candidates, experience in internal development of ideas and “selling” them to senior stakeholders
Experience with Agile project methodologies/ Scrum Master certification would be highly preferred
Basic knowledge of technical terminology or experience in FINTECH would be a plus
Excellent communication (written and verbal) in English and preferably in Chinese (Mandarin or Cantonese)

250

Advisory Resume Examples & Samples

Lead multiple, large-scale projects or engagements to ensure the efficiency, accuracy and quality of deliverables and exceed the client’s expectations
Initiate and drive business development activities (e.g. drive client meetings to understand business needs, drive client proposals development)
Initiate and drive “Though Leadership” activities (e.g. development of white papers, research, speaking at industry events)
Build solid and trusted relationships with senior client stakeholders. Drive Customer propositions and build revenue pipeline with the nominated client(s). You will be expected to proactively manage customer relationships and be able to challenge our customer asks if necessary
You will be expected to help to define our Customer team’s growth strategy and key focus areas
You will be expected to own a Customer specific solution or campaign (e.g. Pay as You Live insurance) and drive related go-to-market activities. This may include development of client presentations, internal training material, and training deliver
Internal operations management (project budget, forecast etc.)
At least 10 years of relevant experience within the FS or non-FS industry, digital agencies or other consulting firms. Candidates with non-FS background are not expected to have in depth FS knowledge but should be able to explain how their experience can benefit banks or insurer clients
Solid functional experience of large and complex project or program management, from user requirements gathering to stakeholder management and communication
Prior large team management responsibility

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