Consulting Associate Resume Samples
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Consulting Associate Resume Samples
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RH
R Herman
Reece
Herman
4464 Dillon Grove
Boston
MA
+1 (555) 208 4752
4464 Dillon Grove
Boston
MA
Phone
p
+1 (555) 208 4752
Experience
Experience
Houston, TX
Consulting Associate
Houston, TX
Kihn, Swift and Herzog
Houston, TX
Consulting Associate
- Supervise and provide engagement management for other staff working on assigned engagements
- Perform Internet penetration testing (blackbox/greybox /whitebox testing) and network architecture reviews (manual/automated)
- Assist with the development and delivery of remediation recommendations for identified findings
- Assist during the sales cycle by providing demonstrations of CRM, scoping projects and educating prospects on Dynamics 365 CRM
- Assist with the development of remediation recommendations for identified findings
- Assist in developing and maintaining project plans
- Perform analysis and testing to verify the strengths and weaknesses of mobile and web applications and web services (SOAP, WSDL, UDDI)
Boston, MA
Management Consulting Associate
Boston, MA
Gleichner Group
Boston, MA
Management Consulting Associate
- Leading multiple work streams or project teams to execute against an existing project or work plan
- Provide support in relation with client work
- Completing delivery workflow to and from the SDC, the full scope of work and helping others understand their responsibility
- Provide business intelligence, work on competitive analysis and identify relevant information within large amounts of information
- Risk management and analysis, e.g. risk register, risk modeling, root cause analysis, issue management, prudency reviews
- Construction project management and controls, e.g. schedule and cost control, change management
- Performance metrics and project reporting; and,
present
Los Angeles, CA
Consulting Associate Director
Los Angeles, CA
Schmitt Inc
present
Los Angeles, CA
Consulting Associate Director
present
- Evaluate, counsel, mentor and provide feedback on performance of others
- Provide recommendations for improved and enhanced controls and business efficiencies to client
- Assist in retention of professionals
- Understand clients' business environment and basic risk management approaches
- Play substantive role in the supervision, training and development of staff
- Identify and evaluate business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement
- Review work papers as prepared by team
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
DePaul University
Bachelor’s Degree in Business Administration
Skills
Skills
- Advanced knowledge of MS Office programs and tools including Excel pivot tables and vlookups
- Detailed oriented and solid written and documentation skills
- Advanced knowledge of MS Office programs and tools including Excel pivot tables and vlookups Attributes
- Ability to validate and derive insight from large amounts of data from diverse sources. �
- HIM/Coding � Ability to work on multiple projects. �
- Ability to work independently as well as in a team environment
- Advanced knowledge of MS Office programs and tools
- Extremely strong financial modeling skills
- Excellent interpersonal, verbal communication and presentation skills
- Ability to appropriately influence clients and willingness to accept and integrate constructive feedback
15 Consulting Associate resume templates
Read our complete resume writing guides
1
Institutional Consulting Associate Resume Examples & Samples
- Independently improves and streamlines the service model and operational procedures for the team
- Coordinates resolution of complex issues/concerns received from the institutional client with input from senior team members
- Identifies practice management opportunities through various firm channels
- Establishes and cultivates relationships with new institutional clients and proactively helps to resolve issues and concerns
- Provides support on products and services
- Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor
- Able to work independently
2
Wealth Consulting Associate Resume Examples & Samples
- Utilize various tools and methods to collect and analyze complex detailed client data. Partner with others to prepare presentations and proposals and illustrations for team, advisor and client use
- Develop, execute and maintain new team and business processes to ensure a smooth experience for the service. Examples include activities such as the development of an intake process, developing forms/reports, developing business process to obtain appropriate signatures, development and maintenance of case files, preparing advisor/client proposals and associated documentation and prepare and maintain documentation on all team processes and procedures
- Update and track all Wealth Consulting case work in the case management database. Develop and execute required reporting to support team and cases. May participate in budget tracking
- Provide coordination support for meetings. Includes scheduling strategy and implementation meetings for internal team and advisors. Manage Wealth Consulting Services phone queue and email in-box
- Assist in the gathering of investment research to inform strategies as requested. Provide other support as identified and requested
- Associates Degree in business or related field
- 3+ years of experience and success in a service-oriented support role
- Experience in financial services industry
- Strong ability to organize, prioritize and adapt quickly to changing circumstances
- Demonstrated service orientation with a focus on quality, accuracy and attention to detail
- Strong written and verbal communication skills, including ability to communicate with all levels within the organization
- Ability to anticipate needs and make independent judgments given limited supervision
- Strong knowledge and application of Microsoft office applications, databases, etc
- As a condition of your employment in this position, you will be required to hold active FINRA Series 7, 63 & 65 (or Series 66) or the ability to obtain within a defined period of time (90 days per license)
- Bachelor’s Degree in business or a related field
- Experience working with financial planning and planning tools
- Previous knowledge of Ameriprise systems, tools, and field organization
3
Internal Consulting Associate Resume Examples & Samples
- Training & Education – Consult with financial advisors about all aspects of the LPL advisory, product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs. Consult on Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses
- Case Consultations - Consult with financial advisors on new sales opportunities. This involves questioning techniques to fully understand client needs and advisor preferences for investment and practice management. Leverage expertise and job knowledge to provide options for consideration relative to asset allocations and product selections in order to meet client needs
- Consult as a first point of contact to understand client needs, case design, risk class assessment, illustrations, and recommends suitable products and carriers to meet those needs. Assure appropriate sales materials are packaged to the advisor to help them better understand and make adjustments to the case as needed
- Consult on supporting technology including portfolio analytic tools, investor presentation and proposal tool, annuity tools, and LPL BranchNet management/trading tools
- Articulate our value proposition and four pillars of support and provides an overview of advanced sales concepts
- Assist advisors with analyses of existing prospect portfolios
- Work collaboratively across business units to provide service and to facilitate cross referrals
4
Systems Consulting Associate Portal Configurer With English Resume Examples & Samples
- Experience in working multiple platforms and databases
- Demonstrated experience importing and exporting data from a variety of database applications
- Experience in requirements analysis, database planning, data migration, conversion planning and execution
- Experience with HTML, CSS, Bootstrap and XML
- Experience with SQL query techniques and tuning SQL
- Experience with ETL (Extract, Transform and Load) tools and methodologies
- Good understanding of the ERP process
- Experience of building Microsoft Access databases or similar data manipulation application essential
- MS Office (Excel) to advanced level
- Attention to detail essential
- Ability to work productively as a Team member and experience of working in a project team essential
5
Internal Consulting Associate Resume Examples & Samples
- Will also be expected to be able to discuss Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses
- Issue Resolution - Required to consult with financial advisors about alternative solutions to options that are not currently available including providing options to accounts with low values that don't meet a platform minimum, identifying alternative money manger/products comparable to managers/products that are not available. Consulting Associates are empowered to intiate requests to for money managers to be added to the platform. Must also be able to problem solve a myriad of issues relating to compliance, operational or technology concerns
- Case Consultations - Required to consult with financial advisors on new sales opportunities. This involves questioning techniques to understand client needs and advisor preferences for investment and practice management. Also involves providing options for consideration relative to asset allocations and/or manager/product selections in order to meet client needs
- 2-3 years of experience in the investment space, fee-based business, or alternative investments knowledge preferred
- Excellent communication skills - verbal and written
- Creative problem-solving abilities
- Good follow-up skills
6
Consulting Associate Resume Examples & Samples
- Associate’s degree or equivalent work experience required; Bachelor’s degree preferred
- Accounting experience a plus, but not required
- Experience with Excel, Word, Outlook, Quickbooks, and paperless software
- Ability to establish priorities, work independently and meet deadlines in a fast paced environment
7
Client Consulting Associate Manager Resume Examples & Samples
- Provide support in developing high quality content for client projects including client data analysis, document assessment, gap analysis and recommendations design
- Conduct data analysis using Visa and external data to understand client performance across the focus markets and identify opportunities for improvements
- Run project work stream on a day-to-day basis, with strong focus on quality control management, formatting, messaging and standardization of project deliverables
- Work closely with the engagement team, managers and client representatives to deliver the projects and provide implementation support as required
- Support Directors / Senior Directors on project economics and to manage risk and quality of the project deliverables
- Contribute to practice development by identifying and creating points-of-view on relevant industry trends, methodologies, collection of industry leading practices, and benchmarking of key performance drivers
- Support the Visa Consulting team in developing thought leadership including white papers and case studies on specific topics and issues
- A recognised Degree qualification
- Minimum 3 years or more experience in a consulting role with experience of financial services / payments industry
- An ability to collect and utilise business and industry trend information and to analyse this information effectively by applying numerical and strategic analysis techniques
- Strong analytical skills to support customer, portfolio, market or financial analysis and business case development
- Expertise in MS Excel and MS PowerPoint to develop high quality client presentations
- Strong attention to detail and commitment to quality
- Comprehensive report writing and presentation skills
- Flexibility to travel and work on out-of-town assignments, as necessary
8
Internal Consulting Associate Resume Examples & Samples
- Life & Health License, Series 7, Series 6, Series 63/65 or 66
- 2-3 years of experience in a related consultative or sales function
- Knowledge of Life Insurance, Annuities, Long-Term Care (LTC), and Disability Insurance strongly preferred
- Demonstrated excellent customer service skills including communication skills (both verbal and written), the ability to multi-task and follow up, as well as the ability to maintain a positive client experience while diffusing tense situations
- Demonstrated ability to excel in a fast-paced, client- centric team consultative environment encompassing multiple disciplines and product lines
9
Consulting Associate Resume Examples & Samples
- 2 years of relevant experience preferred
- Experience with Excel, Word, Outlook, and paperless software
- Able to work overtime and weekends
10
Senior Wealth Consulting Associate Resume Examples & Samples
- Develop and maintain the business processes for the team to ensure a smooth experience for the service. Activities include managing the intake process, coordinating advisor and internal partner communication, supporting the development of the plans and maintaining the documentation of the team processes and procedures. Act as process improvement lead for these activities
- Utilize various resources i.e., Naviplan, power point, excel and various investment tools to support the Wealth Consultants in the preparation of the financial plans and investment portfolios
- Lead the tracking of the Wealth Consulting case work in the case management database. Develop and execute required reporting to the Wealth Consulting team and leadership
- Provide coordination support for meetings. Includes scheduling strategy and implementation meetings for WCS team, internal partners and advisors. Manage Wealth Consulting Services phone queue and email in-box
- Mentor and support the Wealth Consulting associates
- 3+ years’ experience working in a financial services industry
- Able to communicate with all levels within the organization. Process oriented and can work with a team
- Detail orientated, strong math, and analytical skills. Good organization and time management skills
- Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision
- Excellent computer and software skills, including the Microsoft suite
- Ability to influence and mentor
- Series 7 required. Series 63 and 65 OR Series 66 are required or ability to obtain within 90 days
- Previous experience with financial planning and investment strategies
11
Microsoft AX Consulting Associate Resume Examples & Samples
- Consulting process, tools and methodologies
- Referenced architecture design and best practices
- Engaging with clients and developing their IT initiatives
- Degree or Certification in IT related field
- Strong presentation, facilitation, time management, and prioritization skills
12
Consulting Associate Resume Examples & Samples
- Project task management and execution
- Performing Enterprise Administration and Engineering tasks
- Technology assessments
- Familiar with standard IT practices and policies
- Eagerness to contribute
13
Consulting Associate Resume Examples & Samples
- Perform analysis and testing to verify the strengths and weaknesses of client IT environments utilizing commercial and open source security testing tools
- Perform Internet penetration testing (blackbox/greybox /whitebox testing) and network architecture reviews (manual/automated)
- Assist with the development of remediation recommendations for identified findings
- One or more of the following testing certifications: Certified Ethical Hacker (CEH); GIAC Certified Penetration Tester (GPEN); Offensive Security Certified Professional (OSCP); or equivalent development or testing certification (ECSA, CEPT, CPTE, CPTS, etc.)
14
Financial Advisory Services Consulting Associate Resume Examples & Samples
- Financial projections
- Internal controls improvement and assessment
- Organizational structure
- Profit enhancement
- Profitability analysis studies
- Operational reviews
- Policy and procedure documentation
- Various compliance related matters
- Provides a variety of financial, risk and operational consulting services
- Identifies and defines clients’ financial and operating problems, assesses client needs and assumes responsibility for assigned tasks on engagements, including execution on testing, assistance with development of work programs and client deliverables as necessary
- Keeps consulting management informed of status of assigned projects
- Helps develop the consulting services practice and expands personal capability to perform additional types of consulting projects
- Identifies opportunities for additional services and growth in firm services
- Participate in firm events, presentation, and industry events as identified and assigned by consulting management
- Develops an increasing level of understanding and knowledge in several specialized financial management and process improvement consulting services and/or services in closely related product lines
- B.S./B.A. degree in Accounting, Finance or Business
- Broad analytical skills including analysis, forecasting, process improvement, profit enhancement and budgeting, with the ability to make sound recommendations
- Must have the ability to develop and maintain effective relationships with business associates and industry groups including strong presentation, communication and rapport building skills
- Must be 21+
- Must have a valid driver license
- Must be able to pass background checks and obtain necessary gaming licenses
15
Business Consulting Associate Resume Examples & Samples
- Estimate and document technical requirements
- Interface/Class design and implementation
- Code and test using Unit Testing practices
- Troubleshoot and resolve software issues
- Document technical design and functionality
16
Consulting Associate Resume Examples & Samples
- Platform/Product Training & Education - Required to consult with financial advisors about all aspects of the LPL advisory and investment product offerings and help match the most applicable combination of practice management, economics, features and functionality to the client's needs
- Must possess the ability to articulate market and economic impacts as well as technical investment characteristics of portfolios and underlying securities
- Must also be able to consult on supporting technology including portfolio analytic tools, investor presentation and proposal tool and LPL BranchNet management/trading tools
- Bachelor's degree in Finance, Business, Economics, or related field preferred
- Series 7 and 63, 65 or 66 required, or ability to obtain within 120 days
- 2-3 years of experience in the investment space; fee-based business, or alternative investments knowledge highly preferred
- Service oriented, consultative sales minded
- Effective decision making
- Ability to diffuse tense situations
17
Summer Consulting Associate Resume Examples & Samples
- Traveling to client locations as requested to provide consulting services
- Attending appropriate professional meetings and conferences and reading publications to maintain and expand professional knowledge as a business Consultant
- Minimum 3.0 GPApreferred
- Motivated to work in a fast-paced environment
18
Summer Consulting Associate Resume Examples & Samples
- Participation in project scoping and technical plan creation
- Troubleshoot business application issues including connectivity
- Excellent written and verbal communication, problem solving and analytical skills
- Demonstrated ability to balance priorities on simultaneous projects
19
OI Consulting Associate With English & German Resume Examples & Samples
- Sales order creation, maintenace and closing, upon request from local colleagues (PM)
- Invoicing, issuing cancellations and credit notes
- Processing invoices and timesheets from suppliers
- Preparation and period closing activities
- Ability to work in an international enviroment
- Strong will to deliver excellent quality
- Willingness to learn and improve
- Team spirit contribution
- Ability to work in international teams
- Passive German
- Fluent Czech/Slovak
20
Consulting Associate Resume Examples & Samples
- Assess security of client networks, hosts, and applications
- Determine technical, business impact and likelihood of identified security issues and provide remediation guidance to clients
- Perform analysis and testing to verify the strengths and weaknesses of mobile and web applications and web services (SOAP, WSDL, UDDI)
- Perform Internet penetration testing using blackbox and whitebox methodologies
- Review application code, system configurations and device configurations using manual and automated techniques
- Work with the firm's consulting professionals with a variety of credentials including Certified Ethical Hacker (CEH), Certified Information Systems Security Professionals® (CISSP®); Certified Information Systems Auditor® (CISA®) and Certified Information Security Manager® (CISM®)
- Minimum B.A. or B.S. degree or equivalent from an accredited university by the time employment commences with a major in Computer Science, Information Technology, Information Systems Management, Information Security or other similar degrees
- Proficiency with a variety of Windows, Unix and Linux operating systems
- Proficiency with commercial and open source software packages including database management systems (MySQL, MS-SQL), web servers (Apache, IIS),
- High degree of integrity and confidentiality, as well as ability to adhere to company policies and best practices
- Possess a strong internal drive and motivation for continuous improvement
- Practical hands-on or lab experience with IT infrastructure components such as servers, firewalls, IDS systems and other network infrastructure components
- Practical hands-on or lab experience with security applications, such as a AppScan, Metasploit, BurbSuite, Nessus, Social Engineering Toolkit, Kali Linux, etc, or other commercial and public domain security tools
- Operating system configuration and security experience (HP-UX, Linux, Solaris, AIX, etc.)
- Configuration and security experience with web servers and web applications (Apache HTTP/Tomcat, Microsoft IIS, Sun One, Oracle iPlanet, IBM WebSphere, etc.)
- Familiar with security testing techniques such as network discovery, port and service identification, vulnerability scanning, network sniffing, fuzzing, penetration testing, configuration reviews, firewall rule reviews, social engineering, wireless penetration testing and password cracking
21
Senior Consulting Associate Resume Examples & Samples
- Manages project scope
- Works w/ the project team to put appropriate processes in place to timely ensure and complete project deliverables
- Develops risk management plans and creates risk mitigation strategies
- Conducts background research, performs analysis, and develops input for strategic planning in collaboration w/ engagement teams
- Leads client teams through problem discovery and root cause analysis
- Presents summaries of analysis and research to sponsors and clients
- Minimum two (2) years of analytical and/or consulting experience preferably in health care services
22
Consulting Associate Director Resume Examples & Samples
- Guide clients with the development and execution of internal audit plans, following COSO, NIST and/or other applicable frameworks as appropriate
- Plan and manage internal audit reviews/projects of business (i.e., financial, operational, compliance, information technology, etc.)
- Includes performing risk assessments, planning of the audit approach and scope, preparation of an audit program, determination of the auditing procedures to be used, identification of specialists needed, etc
- Review work papers as prepared by team
- Prepare project reports and deliverables, and present project results to client senior management
- Identify and evaluate business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement
- Generate innovative ideas and challenge the status quo
- Play substantive/lead role in developing business/market
- Play substantive/lead role and engagement planning, economics, and billing
- Play substantive role in the supervision, training and development of staff
- Evaluate, counsel, mentor and provide feedback on performance of others
- Assist in retention of professionals
- Participate in training efforts
- Play substantive role in enhancing relationships with other professionals
- Identify opportunities to cross-sell other services
- Demonstrate a general knowledge of market trends, competitor activities, and P&N products and service lines
- Understand clients' business environment and basic risk management approaches
- Participate in "add-on" sales to client
- Membership and visibility in professional & civic organizations
- Up to 50% travel required
- Bachelor’s degree (in Accounting, Information Systems or related field preferred)
- CPA, CIA or CISA required
- 8+ years of relevant work experience
- Minimum of 3 years of supervisory experience
- Ability to effectively communicate with a diverse group of individuals, including the ability to reduce complexity to enable buy in from key stakeholder groups
- Ability to deal effectively with interpersonal relationships
- Must possess a high degree of professionalism including the ability to maintain high levels of confidentiality
- Must be computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products or similar software applications
- Must be highly organized and capable of performing multi-tasking in a fast-paced environment, ensuring projects are completed on time and within budget
- Strong critical thinking, analytical skills and ability to assess risk are essential
- Extensive knowledge of IIA Standards and emerging risks
- Light to moderate levels of lifting, kneeling, bending, sitting and walking is required. Lifting requirements will not typically exceed 25 pounds
23
TMC Infrastructure Consulting Associate Resume Examples & Samples
- New client onboarding
- Learning new technologies as necessary to meet client needs
- Perform Enterprise Admin or Network Engineering tasks as necessary
- Helpdesk support
24
Management Consulting Associate Resume Examples & Samples
- Collaborate internationally with experienced Accenture’s teams to solve assigned tasks
- Provide support in relation with client work
- Project management administration such as weekly reports, pipeline overview, update SharePoint sites, etc
- Ensure that project documentation is stored correctly in accordance with Information Management guidelines
- Currently studying your Master’s degree in Denmark and are a top performer
- Ability to work creatively and analytically with others to address complex problems
25
Management Consulting Associate Resume Examples & Samples
- Construction project management and controls, e.g. schedule and cost control, change management
- Completing delivery workflow to and from the SDC, the full scope of work and helping others understand their responsibility
- Displaying attention to detail in executing and reviewing work products to ensure the highest quality deliverables in the allotted timeframe
- Integrating and synthesizing information from multiple sources, including business domain knowledge, in order to analyze complex data and results, anticipate issues and solve problems
- Driving standardization of delivery and activities to provide efficient client service
- Demonstrating proven success in prior roles within the professional services industry is preferred
26
Risk Consulting Associate Resume Examples & Samples
- Working as part of a team to effectively deliver solutions for clients. The solutions could be credit risk models, various types of reports and analyses, and other consulting services
- Credit risk model development, validation and calibration, and other quantitative and qualitative analysis for credit risk assessment
- Providing framework for enhancing client’s credit related processes, providing solution for IRB application framework, including authority, Limit model, stress-testing, etc
- Assisting in management of projects to deliver projects and deliverables in an effective and timely manner. Developing and presenting project results and materials to clients
- A bachelor or master degree in MBA, mathematics, economics, finance, or a related field
- 2+ years of analytical experience in commercial credit risk modeling, credit risk management or consulting. With banking experience a major plus
- Strong skills of modelling techniques, experience in credit risk management or related disciplines, Basel II, and Basel III. Good knowledge of Banking business, credit risk management and regulatory, banking products, and Basel II guidelines
- Good communication skills both in writing and speaking, and can be in charge of presentation to the client.Excellent client service orientation, previous consulting experience is a plus
- Strong skills in SAS, Matlab and other statistical programming software. Proficiency in MS Excel, Word, Access and PowerPoint
- Professional qualification such as CFA, FRM, CQF will be an advantage
- Fluent in Mandarin and English and other foreign language skills a plus
- Traveling within PRC is required
27
Consulting Associate Resume Examples & Samples
- Recent healthcare consulting experience in a team-based professional services firm environment
- Healthcare delivery/provider experience with focused experience in process reengineering, project [work plan] management and benchmarking and analysis related to patient flow/throughput, care delivery and clinical transformation
- Direct supervisory experience and proven ability to capitalize on a diverse group of professional skills and personalities in a team environment, including coaching, mentorship and performance management
- Strong attention to detail and proven data/analytical and process redesign skills (including problem solving, quantitative reasoning and workflow mapping) to develop analysis and process improvement recommendations to create a solution that drives measurable desired results and maintains client and team satisfaction
- Solid written communication and documentation skills to create and edit internal and client deliverables that are succinct, articulate and meet Huron�s standards of quality - Exceptional organization and time management skills to manage multiple priorities at once with fast-paced turnaround times
- Advanced knowledge of MS Office programs and tools including Excel pivot tables and vlookups
28
Consulting Associate Resume Examples & Samples
- GPO operations including contract administration, LOC management, tier leveling and alignment of multiple hospitals within an IDN to maximize contract utilization and standardization
- Value Analysis
- Materials Management experience relating to purchasing including purchased services and capital equipment procurement and related service agreements; contract negotiation and management; vendor management; and/or inventory control and distribution
- Supply chain analytics supporting cost reduction and/or process reengineering initiatives
- Advanced knowledge of MS Office programs and tools including PowerPoint, Word and Excel and a knowledge of advanced Excel functions including pivot tables and vlookups
29
Consulting Associate Resume Examples & Samples
- At least 2-5 years’ experience with Hyperion Financial Management and/or Financial Data Quality Management
- At least 2-5 years’ experience in analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users
- Understanding of the financial close cycle and related best practices
- Experience with intercompany eliminations
- Experience with foreign currency translation and the effect of currency translation on the financial statements
- Experience with designing and creating security as well as provisioning users in Shared Services
- Extensive knowledge of financial process and functional processes
- Bachelor’s degree required; Master’s degree a plus, concentration in Finance or Accounting is preferred
- Previous consulting experience in a client-facing
- Industry vertical experience
30
Consulting Associate Resume Examples & Samples
- At least 2-5 years’ experience with Hyperion Planning and Essbase
- Specific knowledge of Oracle FDMEE (Financial Data Management, Enterprise Edition), ETL (Extract, Load, and Transform), or ODI (Oracle Data Integrator) is required
- Experience with automation scripts (MaxL) and integration of the full Hyperion suite
- Ability to work independently with minimum guidance
- Strong technical documentation skills
- Public Sector Planning and Budgeting (PSPB) knowledge and experience is a strong plus
- Essbase aggregate storage experience is a plus
- Knowledge of Oracle Enterprise Performance Management, including installation, maintenance, and optimization is a plus
- Experience with Oracle Business Intelligence Enterprise Edition (OBIEE) report and dashboard development is a plus
- Bachelor’s degree required; concentration in Finance or Accounting is preferred
- Industry knowledge: Public Sector or Federal Government
31
Consulting Associate Resume Examples & Samples
- Bachelor’s or advanced degree in information systems, accounting, finance, economics, or related field
- 3-5 years of related experience with Oracle implementation experience
- Project implementation experience in one or more of the following areas: Oracle ERP Cloud offerings including Financials, PPM, HCM, SCM, Procurement, and CRM
- The ability to establish credibility in the eyes of senior-level, financially literate university and hospital executives on the basis of expertise, maturity, and professionalism
- Strong analytical skills used to translate information from meetings into documentation that can be shared with meeting participants and project teams
32
Consulting Associate Resume Examples & Samples
- Recent consulting experience in a team-based professional services firm environment
- Healthcare provider experience with focused experience in project [work plan] management related to Strategy Advisory
- Proven data/analytical and process skills (including problem solving, quantitative reasoning and workflow mapping)
- Extremely strong financial modeling skills
- Extensive story boarding and presentation skills
- Advanced knowledge of MS Office programs and tools
- Solid written and documentation skills and attention to detail to create and edit internal and client deliverables that are succinct, articulate and meet Huron’s standards of quality
33
Salesforce Consulting Associate Resume Examples & Samples
- Balance and prioritize workload across multiple clients and engagements
- Perform or assist and guide Business/Solutions Architect in the SF CRM requirement definition and implementation process
- Clearly articulate business requirements
- Work with implementation team to ensure business requirements are satisfied
- Identify and market sales opportunities for new clients and/or projects
34
Mobility Consulting Associate Resume Examples & Samples
- Degree in a relevant field of study
- Minimum of three to five years of client service experience in compensation or global mobility
- Experienced in data analysis with strong Excel skills
- Demonstrated understanding of international mobility practices, issues and methodology
- Demonstrated ability to meet tight deadlines in a confident and professional manner
- Comfortable facilitating client discussions and discussing products and services with existing and potential clients
- Asks questions and challenges information to increase understanding and knowledge
- Seeks opportunities to develop new skills and gain experience
- Participates in team planning and implementation activities in a reliable and enthusiastic manner
- Self-starter
- Experience in Microsoft Office Suite with strong Excel skills
- A minimum of 2-3 years of analytical, coordination or client service experience in the mobility area
- Commercial understanding of our clients needs
- Understanding and experience of International Mobility issues
- Experience of key issues in data analysis
- Understanding of international mobility methodology
- Ability to support the delivery of projects, in a tightly defined process, to tight schedules in a confident and professional manner
- Takes primary responsibility for own development, proactively seeking opportunities
- Comfortable with process and process improvement
- Wherever possible seeks opportunities to develop new skills or broaden knowledge
- Familiarity with the RFI, RFP and proposal and business development processes
- Openly shares information and own expertise with others
- Can deliver multiple projects, in a tightly defined process, to tight schedules in a confident and professional manner
- Effective communicator – internally as well as externally
- Demonstrate collaborative style of working
- Good knowledge of Excel, Power Point
35
Senior Mobility Consulting Associate Resume Examples & Samples
- Provide expertise on developing a global mobility policy, advice on global mobility compensation data as well as experience in consulting on ad-hoc mobility projects, which may include cost modeling, talent management, process and program design, communications and HR strategy
- Consistently demonstrate a high level of specialist knowledge with respect to the full range of Mercer mobility data and its application to various client situations
- Serve as technical reviewer for the majority of client deliverables related to Mobility
- Develop and deliver a significant level of consulting business; lead complex projects including large scale program design and policy reviews
- Deliver consultancy work in their region and nationally where applicable
- Implement solutions, specifically around deploying Mercer’s tools, data and systems to drive annuity business
- Contribute with this level of expertise to win new clients, and retain the existing ones, specifically targeting major account relationships and G500 companies
- Manage major RFPs and vendor reviews
- Lead Basic and Intermediate client training; train and develop client services staff
- Attend new business sales pitches across the region, as required, as the subject matter technical expert
- Account manage the existing mobility client portfolio including regular service calls, regular account reviews as well as managing the renewal process
- Support larger client accounts (50K+ in annual revenue)
- Demonstrate full commercial knowledge of the Mobility suite of services and solutions
- Develop, optimize and adapt the global Mercer offer according to the market evolutions and clients’ needs
- Help drive broader Mercer business development, client service and quality based strategies; connect with mobility production group to feedback client perspectives to improve the design and delivery of mobility data
- 10+ years’ experience in mobility consulting or in large, complex, global corporate environments
- Experience working with leading public and private companies in a variety of industries consulting on mobility and reward strategy development, competitive reward evaluation, global talent management design and delivery
- Strong global tax and accounting knowledge - with a particular focus on mobility related tax issues
- Excellent analytical, writing and presentation skills
- Proven project management skills and creative problem-solving abilities
- Ability to function and thrive with limited direct supervision
- Deep rich technical knowledge of global mobility issues and topics
- Ability to work within an international matrixed organization
- Strong closing skills
- IT literate with experience in Microsoft Office Suite
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Risk Consulting Associate Resume Examples & Samples
- Bachelor’s degree in Economics, Statistics, Math, Engineering, or related field
- Coursework in Econometrics, Statistics, Probability, Calculus, etc
- Working knowledge of statistical software such as SAS, Stata, Minitab, WPS, R, MATLAB, etc
- Proficiency in Microsoft Office Products such as Excel, PowerPoint, Word, etc
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Consulting Associate Resume Examples & Samples
- 1 plus year of experience in the grain or livestock markets
- National Futures Association (NFA) Series 3 and 30 certified as well as be NFA registerable or ability to obtain within first 2 months of employment
- Knowledge of agriculture production methods, grain/livestock/dairy marketing and able to compose market/commodity reports
- Proficient in Microsoft Excel, Word and PowerPoint
- Bachelor’s degree in Agriculture, Business or related field
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Consulting Associate Resume Examples & Samples
- Manages projects
- Builds work breakdown structures & translate project schedules w/ identified dependencies & milestones
- Works w/ project teams to develop accurate estimates & ensures & documents criteria for completion of deliverables
- Provides support for strategic planning engagements
- Helps design & document strategic planning processes
- Identifies customer's needs & issues
- Provides solutions to complex problems through analysis, identification of problems, & opportunities for improvement
- Researches & provides information required for solution alternatives analysis & discussion
- Conducts both qualitative & quantitative analysis
- Synthesizes data from different sources & data types
- Produces requirements documents for developing solutions
- Produces written & process improvement documentation & diagrams
- Facilitates small problem brainstorming / discovery sessions
- Minimum two (2) years experience of analytical experience
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FAS Gaming & Hospitality Consulting Associate Resume Examples & Samples
- Identifies and defines clients’ financial and operating problems, assesses client needs and assumes responsibility for scoping engagements, developing work programs, fee estimates, and proposing engagements
- Works closely with Consulting, Audit & Tax personnel as appropriate to serve client consulting needs and to promote financial management consulting services
- Assists with internal controls improvement and assessment and reviewing organizational structure
- Minimum B.A. / B.S. degree or equivalent in Accounting or Finance from an accredited university by the time employment commences
- Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations Ability to travel up to 75%
- Broad analytical skills including analysis, forecasting, profit enhancement and budgeting, with the ability to make sound recommendations
40
Consulting Associate Resume Examples & Samples
- Bachelor's degree in industrial engineering or similar engineering degree
- Minimum of 4 years relevant hospital management engineer experience including a focus on the implementation of process re-engineering/performance improvement initiatives within a hospital/health system and/or healthcare consulting firm setting
- Willingness to travel weekly (Monday-Thursday)
- Healthcare delivery/provider experience focused on process re-engineering/improvement initiatives and labor benchmarking and productivity analysis including time studies to determine labor standards related to patient flow, care delivery and clinical transformation
- Able to demonstrate solid negotiation skills to effectively manage client expectations for engagement deliverables in order to meet or exceed objectives while maintaining budget
- Strong attention to detail and proven data/analytical and process redesign skills (including problem solving, quantitative reasoning and workflow mapping) in order to oversee the team�s analysis and process improvement recommendations to create a solution that drives measurable desired results and maintains client and team satisfaction
- Advanced knowledge of MS Office programs and tools including Excel pivot tables and vlookups Attributes
- Able to demonstrate a high degree of self-awareness and ability to accurately gauge others to appropriately guide thinking and behavior, especially in difficult situations
- Ability to appropriately influence clients and willingness to accept and integrate constructive feedback
- Excellent interpersonal, verbal communication and presentation skills
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Workday Consulting Associate Resume Examples & Samples
- Experience in one or more of the following areas: Workday Human Capital Management (HCM), Financials or Student functional configuration and implementation or technical integration
- Ability to establish credibility in the eyes of senior-level, financially literate university and hospital executives on the basis of expertise, maturity, and professionalism
- Ability to manage multiple projects of differing scale and duration
- Desire and willingness to learn new tools, techniques, concepts, and methodologies
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Senior Consulting Associate Intern Resume Examples & Samples
- Leads team to achieve project deliverables and goals
- Facilitates process design or re-design engagements using appropriate process methodologies, tools and techniques
- Facilitates cross-functional problem solving using appropriate best practice processes and techniques
- Facilitates meetings and/or conference calls to seek understanding and agreement using specific techniques
- Follows a solution development process
- Ensures the alignment of requirements and solution alternatives w/ client objectives
- Develops business cases
- Minimum two (2) years of analytical &/or consulting experience in health care preferred
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Product Consulting Associate Resume Examples & Samples
- 6+ months of relevant experience in a support role for clients in the Middle and Back Office
- Client Service background
- Strong interest in Technology
- Solid analytical and research skills
- Excellent communication skills (written and verbal)
- Degree in Accounting, Finance, and/or Technology
- Understanding of Production Software support
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Consulting Associate Resume Examples & Samples
- Assist with NetSuite implementations and changes to existing systems as well as integrating new systems into our client's infrastructure
- Have experience with financial systems implementation and optimization including maintenance, troubleshooting, and upgrades of client's ERP systems
- Focus primarily on NetSuite, but also interact with several other accounting systems
- Establish, coordinate and maintain data integrity procedures, processes and policies
- Study manual accounting processes and procedures and make recommendations to our client's as to how to automate
- Coordinate with client lead users and client engineering teams to test and implement new or modified programs as needed
- Implement process improvements with systematic solutions and train end users on how to effectively use financial systems features and applications
- Take a hands-on approach to troubleshooting and data cleanup as necessary. Prior work experience in the accounting field and knowledge of general accounting principles is preferred
- Bachelors Degree in Business or Information Systems, 3.0 or better GPA
- Experience with relational databases is a plus
- Proficiency in Microsoft Word, Outlook, Excel, PowerPoint and Access
- Experience with any/all of the following
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Financial Services Consulting Associate Resume Examples & Samples
- Demonstrate the ability to execute the documentation initiatives in assigned areas using the Committee of Sponsoring Organizations (COSO) internal control framework
- Begin to demonstrate a familiarity with the Institute of Internal Audit (IIA) standards and the International Professional Practices Framework (IPPF)
- Develop a thorough understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with coherent information on non-routine, complex issues
- Obtain an understanding of generally accepted auditing standards and common audit procedures and techniques
- Consistently take ownership of small projects and engagements to ensure they are properly planned, executed and completed with assistance from more experienced team members, as necessary
- Begin to perform engagement planning in more complex internal audit financial and/or operations areas
- Plan and budget engagements and assist in designing engagement-specific audit approach with assistance from experienced staff as necessary
- Research accounting treatment for issues on audit engagements, propose solutions and consult with experienced staff as necessary
- Work closely with less experienced team members to resolve issues encountered in performance of assignments
- Demonstrate the ability to prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget
- Exhibit initiative and sense of responsibility in ensuring follow through of open items and issues through completion
- Develop and assist in the training of Associates; create an environment that fosters learning
- Demonstrate the ability to plan, perform, and deliver work independently with limited supervision on smaller engagements
- Begin to demonstrate the ability to supervise multiple staff members on multiple concurrent engagements
- Begin to develop knowledge in 1-2 industry niche areas
- Monitor and supervise progress of Associates, where applicable, and provide performance feedback as needed
- Assist in the review of work papers prepared by Associates
- Learn and practice effective delegation and utilization of staff
- Demonstrate a more than basic understanding of internal controls over financial reporting and other critical financial and/or operational internal audit areas
- Begin to demonstrate the ability to assume project management responsibilities including the supervision of 1-3 staff on various projects and ensuring the engagement tasks and objectives are completed accurately and completely and that staff are appropriately utilized
- Keep supervisors apprised of assignment status and progress through timely communication
- Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved
- Work diligently towards acquisition of CPA license or CIA certification if not already licensed/certified
- Demonstrate a more than basic understanding of the client’s industry, operations, and accounting system
- Establish and maintain a good working relationship and demonstrate effective communication with client personnel at appropriate levels
- Maintain appropriate professionalism in client and team interactions
- Submit work papers for review that are complete, well organized, and timely
- Demonstrate mindfulness of budget and deadline considerations and strive for adherence
- Adhere to the Firm’s policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
- Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities
- Understand and adhere to rules, regulations, and code of professional conduct as stipulated by the Institute of Internal Auditors
- More than basic understanding of GAAP, GAAS and IIA standards
- Proficient at Microsoft Excel, Word, Outlook, and Visio
- Team orientation and strong interpersonal skills
- Ability to independently research, learn and adapt to new working environments and industries
- CPA, CPA candidate, CIA or CIA candidate (CPA preferred) preferred
- 2 – 3 + years or more of public accounting experience, industry or a combination of public accounting and industry experience (internal audit and/or staff accountant responsibilities)
- Project Management experience, including supervising 1 to 3 or more individuals
- Possess sufficient technical skills to perform the essential duties and responsibilities of the position
- Greater than basic understanding of the COSO internal control framework, Internal Audit Standards and the Sarbanes Oxley Act and the related requirements of Section 404
- Greater than basic understanding of financial reporting, transaction cycles, and business processes
- Internal and/or external audit experience with a variety of industries and types of audits. Experience with public companies, oil & gas industry, inventory based businesses, and financial services is a plus
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TMC Infrastructure Consulting Associate Resume Examples & Samples
- Currently pursuing or recently completed a Bachelor’s or Master’s degree in Computer Information Systems or related concentration
- Knowledge of Microsoft Office tools, including Excel and Visio
- Knowledge of Apple and Windows-based software/hardware
- Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations. Ability to travel up to 25%
47
Consulting Associate Resume Examples & Samples
- BA/BS in Nursing is required
- A Master's degree in Business Administration, Nursing, Health or Hospital Administration is highly preferred. �
- 2-5 years of healthcare experience within a hospital or consulting group setting is required �
- Clinical Documentation Improvement
- Case Management/Care Coordination
- HIM/Coding � Ability to work on multiple projects. �
- Ability to validate and derive insight from large amounts of data from diverse sources. �
- Experience in collecting, manipulating, interpreting, and cleansing data from multiple and diverse sources using various relational
- Detailed oriented and solid written and documentation skills
- Desire to do meaningful work and make a difference �
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Accounting Consulting Associate Resume Examples & Samples
- Participate in client ERP assignments from beginning to end
- Identify and communicate business and technology issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the demo and discovery process
- Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
- Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
- Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
- CPA eligible
- Ability to travel based on client and business needs
- Master’s degree in Accounting, minor in information systems or related field preferred
- Internship experience in accounting or related field
- Excellent interpersonal, analytical, research and project management skills
- Strong computer and technical skills including, Microsoft Office Suite, Outlook
- A strong desire to learn new technology skills and systems both independently as well as with assistance
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Consulting Associate Resume Examples & Samples
- Assist clients in improving the capabilities and maturity of their monitoring program by identifying appropriate technologies, policies, organizational structures, and relations with third parties
- Assist with the development and delivery of remediation recommendations for identified findings
- Experience with testing and development frameworks such as the Open Web Application Security Project (OWASP), Open Source Security Testing Methodology Manual (OSSTMM), the Penetration Testing Execution Standard (PTES), Information Systems Security Assessment Framework (ISSAF), and NIST SP800-115
50
Consulting Associate Resume Examples & Samples
- BS/BA in Computer Science or MIS
- 2 years of experience with the native configuration and customization tools exposed from Microsoft Dynamics 365 CRM
- Ability to travel (50% - 75%)
- Minimum 3 years of experience implementing large packaged CRM applications (Microsoft Dynamics 365 CRM, Siebel, SAP CRM, Oracle CRM, SalesForce.com, SalesLogix, or Pivotal) required
- MS Dynamics 365 CRM software experience
- Experience with Scribe or similar data integration tools
- Experience with Agile methodologies a plus
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Salesforce Consulting Associate Resume Examples & Samples
- Ability to lead jobs, as well as work as part of a team for larger engagements
- Extensive experience in conducting Feasibility Studies, Gap Analysis and Root Cause Analysis (RCA)
- In-depth understanding of the capabilities and constraints of the SFDC CRM application
- Experience with third-party tools (e.g. SFDC Excel Connector, SFDC Data Loader, etc.)
- Flexibility with travel and hours
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Leadership Consulting Associate Resume Examples & Samples
- Maximizing team effectiveness
- Merger integration support
- Executive assessment and CEO succession
- Talent development and transition support
- Client Relationship: The Leadership Consulting Associate plays an active role in all aspects of the engagement lifecycle, from planning and execution through close. This individual will work across multiple engagements managing senior client relationshps
- Team Management: The Leadership Consulting Associate is responsible for the day to day management of project teams during each engagement. This includes managing teams on multiple work streams and overseeing the work of multiple analysts
- Practice Building: As the LAS Practice continues to grow in both scale and breadth, the Leadership Consulting Associate will play a critical role in the development of the practice infrastructure
- Be modest in nature, recognizing the accomplishments of the team before the individual
- Be highly motivated and possess vision and enthusiasm
- Be comfortable acting as an individual contributor and as a team manager (player/coach)
- Understand how to deliver on short time frames and be committed to meeting deadlines "no matter what"
- Communicate in an open and honest way that quickly builds trust and respect
- Possess an entrepreneurial spirit
- Be comfortable on his/her own feet making presentations
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Data Analyst Consulting Associate Resume Examples & Samples
- Participate in the gathering and review of client documentation related to existing business operations, processes, capabilities, and metrics
- At the direction of the Project Lead, perform analysis of large client data sets and provide recommendations for improvement related to the project initiative
- Assist in development of client deliverables which includes: ROI analysis, statistical analysis, strategic assessments, communications, and business processes
- Self-starter, sense of urgency, and works well under pressure
