Financial Advisory Resume Samples
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Financial Advisory Resume Samples
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CM
C Metz
Cedrick
Metz
525 Lehner Ramp
Dallas
TX
+1 (555) 170 7026
525 Lehner Ramp
Dallas
TX
Phone
p
+1 (555) 170 7026
Experience
Experience
Phoenix, AZ
Financial Advisory
Phoenix, AZ
Treutel, Sipes and Schimmel
Phoenix, AZ
Financial Advisory
- To provide event management support and assist in the management of the CRM system for marketing activity
- Providing assistance and support to marketing and business development account management teams
- Assisting with the effective delivery of risk management training, including training material development
- Work closely with the business to help identify and implement strategic opportunities to improve the risk maturity framework
- Manage the development of supporting analysis including financial models
- Project management – Planning, managing and delivering proactive risk management initiatives, collaborating with teams and businesses across Deloitte
- Manage and develop team analysts
San Francisco, CA
Financial Advisory Operations Analyst
San Francisco, CA
Yundt-Quitzon
San Francisco, CA
Financial Advisory Operations Analyst
- Provide input and assist with the implementation of changes to current policies and procedures to mitigate risk for BMO Harris Financial Advisors
- Coordinate, establish and maintain procedures in conjunction with department management
- 80% Risk Management
- Assist in and maintain material for training purposes and address any questions to increase overall knowledge across BMO Harris Financial Advisors
- Conduct AML sanctions screening and escalation of AML/CIP red flags identified in the account opening process
- Perform surveillance and assist in the analysis of various reports to ascertain compliance to broker dealer policies and procedures; perform periodic testing of broker dealer policies and procedures; and, perform additional targeted surveillance when warranted
- Verify that diligence is utilized on all accounts with respect to AML/CIP policy and procedures
present
San Francisco, CA
Manager Financial Advisory
San Francisco, CA
Effertz, Haag and Hagenes
present
San Francisco, CA
Manager Financial Advisory
present
- Deliver added value services to clients by providing industry insight, “out-of-the-box” ideas and solutions to improve their reporting model
- Advise clients in the preparation of consolidated financial statements and improving their reporting to investors Provide IFRS trainings
- Assist clients in improving and implementing efficient reporting processes
- Assist clients in the preparation of IFRS financial statements and improving their reporting to investors
- Assist clients in dealing with the complex issues under IFRS and LuxGAAP: conversions, accounting opinions, etc
- Assist clients in applying IFRS and Lux GAAP: conversions, implementation of new standards, accounting opinions, etc
- Manage the economics of your engagements
Education
Education
Bachelor’s Degree in Economics
Bachelor’s Degree in Economics
University of San Francisco
Bachelor’s Degree in Economics
Skills
Skills
- Excellent interpersonal skills and an ability to interact successfully with clients and other professionals across the firm on their particular skill set
- Demonstrate ability to plan and manage engagements and people along with ensuring deliverables meet work plan specifications and deadlines
- Knowledge of Tableau, Qlik, Microstrategy or other visualisation technologies
- Is comfortable preparing graphs and tables in excel that clearly support findings and transferring these into a formatted power point report
- Ability to analyze complex accounting transactions and financial records
- Produces clear, concise and well structured report sections and has a good grasp of the English language
- Report writing experience, with the ability to document findings and recommendations in a structured and clear approach
- Supervise staff, inspect client financial records, compile and analyze data, prepare detailed audit reports and resolve accounting research issues
- Critical mind-set, with a natural desire and ability to ask probing questions and get to the bottom of challenges
- Can demonstrate an ability to communicate deal related matters in a clear, concise and relevant manner to assist and guide senior team members
15 Financial Advisory resume templates
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1
Manager Financial Advisory Resume Examples & Samples
- Assist clients in applying IFRS and Lux GAAP: conversions, implementation of new standards, accounting opinions, etc
- Assist clients in improving and implementing efficient reporting processes
- Advise clients in the preparation of consolidated financial statements and improving their reporting to investors Provide IFRS trainings
- Deliver added value services to clients by providing industry insight, “out-of-the-box” ideas and solutions to improve their reporting model Manage client relationship
- Professionalism in servicing clients
- Ensure that engagements are executed in accordance with the firm's methodologies and guidance, professional standards, and local legal and regulatory requirements Team management, training and coaching
2
Financial Advisory Senior Executive Resume Examples & Samples
- Define solutions to meet client needs and address critical issues and business challenges
- Assist our team in the management of business development activities including: written proposals, conference presentations and creation of thought leadership
- Providing clients with high quality service and a differentiated client experience, handling all client issues and problems to the clients’ satisfaction
- Maintaining excellent relations with staff and clients
- Research and analyze background documents, solution alternatives, and best practices
- Interview and facilitate meetings with client staff and stakeholders
- Provide internal project and overall group wide practice management of the service delivery a
- Assist with preparation of client deliverables and presentations to present to clients findings and recommendations
- Ability to develop new business through both relational selling and responding to proposals
- Undergraduate degree (and graduate degree preferable) with 10+ years of experience
- A track record of producing high-quality work products on-time and within budget
- Ability to be flexible and to learn quickly about different client programs
- Ability to provide leadership and contribute as a member of the project team
- The applicant must be proficient with Microsoft Office software (i.e., Microsoft Word and Excel)
- Ability to work closely with project manager and other team members to drive project results
- Solid project planning and management skills
- Understands business process concepts and principles
- Excellent analytical and quantitative skills, strong communication, writing, and organizational skills
- Financial Advisory experience specifically with public sector clients in Indiana
3
Financial Advisory Operations Analyst Resume Examples & Samples
- Establish and maintain appropriate advisory relationship with operations in BMO Harris Financial Advisors
- Establish and maintain appropriate advisory relationship with Regional Sales Managers, Regional Administrative Managers, Financial Advisors and Investment Associates
- Review, update and assist in developing BMO Harris Financial Advisors policies and procedures, including participating in forms design and development as required to improve business operations
- Assist in and maintain material for training purposes and address any questions to increase overall knowledge across BMO Harris Financial Advisors
- 80% Risk Management
- As a licensed “Principal”, monitor designated work queues for the review and approval of New Account, Account Maintenance and/or Asset Movement activity within departmental procedures and guidelines, ensuring proper documentation has been obtained
- Review all new and existing BMO Harris Financial Advisors business for missing and/or inaccurate information to determine if consistent with the firm’s policies and procedures and departmental guidelines
- Perform surveillance and assist in the analysis of various reports to ascertain compliance to broker dealer policies and procedures; perform periodic testing of broker dealer policies and procedures; and, perform additional targeted surveillance when warranted
- Monitor work queues to ensure the timely processing and appropriate documentation of direct to fund (DTF) related activities
- Verify that diligence is utilized on all accounts with respect to AML/CIP policy and procedures
- Maintain working knowledge and provide back-up support to other Operations or CSU tasks and responsibilities as requested or required
- FINRA Series 7, 24, 63 licenses and other licensees that may be deemed necessary by the business
- Minimum of 3 years Securities and Insurance industry experience
- Working understanding of product offering and the financial advisory business
- In-depth knowledge of state and federal laws (insurance and securities)
- Proficient in Excel, PowerPoint, Word
- In-depth attention to detail
- Working ability to analyze quantitative results and model outcomes
4
Financial Advisory Operations Principal Resume Examples & Samples
- 20% Business Delivery & Operations
- Provide input and assist with the implementation of changes to current policies and procedures to mitigate risk for BMO Harris Financial Advisors
- Coordinate, establish and maintain procedures in conjunction with department management
- Perform first line AML/CIP monitoring including the verification and documentation of all new customers as it relates to the broker dealer CIP; perform OFAC checks and AML red flag identification prior to account opening; document and log all verifications
- Conduct AML sanctions screening and escalation of AML/CIP red flags identified in the account opening process
- Assist with error and other problem resolution including the preparation of Letters of Indemnity, as requested or required, for review and approval by department management
- Bachelor’s degree in Finance, Accounting, Business or related field
- FINRA Series 7, 24, 63 licenses and other licensees that may be deemed necessary by the business; insurance licensed preferred
- Ability to overcome sales pressure to approve accounts that are deemed unsuitable for the client or firm
- Ability to effectively multitask in a fast paced work environment
- Effective organizational, decision-making and problem solving skills
5
Financial Advisory Resume Examples & Samples
- As the technical expert you will work alongside our forensic investigation teams, corporate and law firm clients on a variety of projects
- This role will allow you to combine your technical expertise in network scoping, data collection and data processing with your problem solving ability and methodical approach to find meaningful review workflows for clients
- You will be required to work closely with clients to understand their needs and to then to plan and supervise the collection and processing of the data, and presenting it for their review in the agreed format
- You are likely to be working on multiple projects and have to manage your own and your team's time accordingly
- Within the eDiscovery team you will also have a role supporting the development of new propositions to solve our client issues and involvement with business development
- Completed university degree with excellent academic credentials and business focus
- Strong understanding of the legal landscape for eDiscovery
- Strong skills in the administration of document review platforms (f.e. working knowledge of relativity or similar review platform technologies)
- Strong quantitative and analytical skills (computer forensic analysis skills, Microsoft SQL Server, working knowledge of Nuix or other data processing tools, PRINCE2, SharePoint, Backup and archiving technologies)
- An ability to build relationships and liaise with clients and to manage technical teams
- Experience of project-based delivery and willingness to work abroad
6
Financial Advisory Resume Examples & Samples
- Undertake detailed financial/commercial analysis to identify all key business issues and innovative solutions
- Develop existing and new client relationships
- Maintain high quality and professional standards
- Apply sound negotiation tactics
- Make effective presentations
- Write clear and concise reports
- Prioritize tasks and work on multiple assignments
- Strong team player, capable of building and maintaining effective relationships
- Excellent oral and written communicator (English language); advanced use of MS Word, Excel and PowerPoint packages
- Remuneration and level will be commensurate with candidate's experience
7
Financial Advisory Resume Examples & Samples
- Building and testing models to provide vital decision-making support
- Effectively working with and influencing a diverse client portfolio with a focus on the natural resources and oil & gas sectors
- Managing a small team of Analysts to support the delivery of engagements and play a key role in their development
- Engaging and collaborating with our Corporate Finance, Infrastructure Advisory and Access Economics practices
- Good experience in modelling financial, economic or operational data, or similar analytical finance/ accounting role
- Excellent academic results in a relevant tertiary qualification (Economics, Mathematics, Commerce, Finance, Econometrics, Statistics, Actuarial Studies, a dual Engineering & Commerce background would also be highly regarded)
- An understanding of accounting concepts and ideally undertaking or willingness to undertake the CA Program
8
Financial Advisory Resume Examples & Samples
- The rapidly-expanding service line, based in Zurich and Geneva, offers you high-quality work and a great deal of variety, where no two cases are the same
- As a career starter you can expect to be trained in all three of our technical disciplines: Computer Forensics, Data Analytics and Electronic Discovery
- You will not only be assisting in building up a complete new lab infrastructure but be also responsible for maintaining and operating the Forensic lab, the sound handling of evidence, and to guaranteeing high quality of deliverables
- Your work may involve assisting with the collection of potential evidence from a suspect’s computer, processing and analyzing huge amount of data, analysing mobile phone logs and recovering deleted text messages or assisting our investigators to find the ‘smoking gun’ document to crack the case
- You are a graduate and have completed your Bachelor / Master Degree (Information Technology, Computer Science, Criminal Science, Engineering)
- You are mastering Windows Server, Linux systems, MS SQL, data backups, IT security, common programming, scripting languages and Microsoft Excel as well as a good knowledge in IT infrastructure topics
- You have experience with relativity in a data centre application environment and you will need to demonstrate outstanding analytical skills, structured thinking and a proactive attitude
- We are particularly interested in hearing from people with a keen eye for detail, who like taking on responsibility and who can handle the pressure of delivering quality results to demanding timescales
- The growing international focus of our work also means that you should be willing to travel when required and have a very good command of German and English/ or French and English. Any other language is a plus
9
Financial Advisory Resume Examples & Samples
- To provide event management support and assist in the management of the CRM system for marketing activity
- To raise the external profile of FA, through the website, our chosen social media platforms and offline messages, ensuring band consistency at all times
- To help create and drive an effective internal communications programme
- Event management support including liaising with venues & speakers, full event administration including use of CRM for mailing and post-event analysis
- Assist in the delivery of internal and external communications i.e. monthly marketing bulletin, FA intranet, deloitte.com and social media messages
- Manage the brand guidelines directory and templates and provide guidance and review when required
- Track and archive coverage of FA in the media
- Provide administrative support for the FA marketing function i.e. manage the marketing calendar. Update the CRM system with events information and changes to clients & contacts, seeking missing information where required
10
Manager Financial Advisory Valuations Mumbai Resume Examples & Samples
- Support our India business valuation and intangible valuation practices
- Develop valuation models of varying complexities for entities of differing sizes operating across a diverse range of industries
- Prepare various sections of valuation reports, as necessary
- Analyze and interpret financial and accounting data
- Work in a collaborative team analyzing client issues and recommending solutions
- Completed undergraduate degree with outstanding academic credentials
- More than 4 years of relevant valuations work experience
- CA / MBA from premier institute
- Advanced knowledge of Excel & Excel based modeling skills
- Proven analytical skills and systematic problem solving
- Knowledge of various Valuation techniques and desirable to have experience of undertaking valuation analysis
- Interest in working in a challenging and dynamic environment
- Strong commitment to professional client service excellence
11
Financial Advisory Resume Examples & Samples
- Providing innovative and pragmatic advice to partners and practitioners regarding risk management strategies including assisting teams to identify or mitigate risks throughout the engagement lifecycle, advising on contracting, project delivery and client relationships
- Project management – Planning, managing and delivering proactive risk management initiatives, collaborating with teams and businesses across Deloitte
- Providing the strategic risk perspective on key engagements – including advising on deliverables exposing you to a wide range of best practice services
- Work closely with the business to help identify and implement strategic opportunities to improve the risk maturity framework
- Assisting with the effective delivery of risk management training, including training material development
12
Financial Advisory Resume Examples & Samples
- As the financial crime expert you will work alongside our wider forensic teams, as well as other Deloitte professionals, developing innovative solutions and advising on their financial crime projects
- Collecting and analysing data and providing technology advice in relation to financial crime
- Managing small technical teams and awareness of the complete lifecycle of projects
- Working directly with senior management to assist with the development of appropriate propositions
- Developing a role within the Forensic Investigation team as a whole, supporting business development opportunities and helping to grow the practice
- The role is client facing and may involve periods working directly with the client on site
- Completed economic university degree with excellent academic credentials and business focus
- CPA, CFA, CF or other equivalent designation (completed or in progress)
- 2 + years previous experience in financial crime and/or compliance, technical accounting, auditing and/or financial advisory related experience - forensic accounting, investigation or litigation services
- You have experience of leading project-based delivery and you will need to demonstrate outstanding analytical skills, conceptual structured thinking and a proactive attitude
13
Financial Advisory Resume Examples & Samples
- Member or Associate Member of the Association of Corporate Treasurers (UK) or equivalent overseas bodies
- Chartered Accountant or other qualified accountant, or a good understanding of accounting principles as they relate to treasury
- Good quality degree
- Hands-on treasury experience gained ideally within the treasury department of a large corporate, covering all treasury management aspects at mid-to senior management level
- Strong experience in operational treasury management such as cash pooling and cash management, banking operations and treasury processes from front through to middle and back office
- A good understanding of financial instruments and / or valuation is useful but not critical
- Excellent numeracy skills with keen attention to detail and the ability to absorb and analyze large amounts of data quickly. Advanced spreadsheet skills are an advantage
- Report writing experience, with the ability to document findings and recommendations in a structured and clear approach
14
Financial Advisory Resume Examples & Samples
- Assistance with meeting co-ordination – logistic co-ordination, booking rooms, arranging video access, catering requests etc
- Travel arrangements for team
- Preparation of documents and files for Partner and Director meetings
- Assistance with events – both internal and client focused
- Preparation of documents including formatting and running of monthly reports, presentations and bulk printing requests
15
Financial Advisory Resume Examples & Samples
- Experience working within a large professional services organisation (e.g. Big 4 accounting firm, consulting services firm)
- Demonstrated success in building relationships and clients
- Demonstrated success in generating leads in the marketplace and assisting with the closing of sales opportunities
- Solid experience managing the entire lifecycle of Forensic Technology projects
- Understanding and experience of Forensic Technology review platforms, including experience designing and managing review workflows
- Understanding and experience of data preservation and processing technologies and processes
- Understanding and experience of data analytics technologies and techniques
- Understanding and experience of image production requirements and quality control
- Demonstrated experience leading large project teams
- Demonstrated experience developing and training people within a technical practice structure
- Excellent verbal and written communication skills in English, German or French would be a plus
- Strong problem solving and conceptual thinking capabilities
- Knowledge of Relativity or similar review platform technologies
- Knowledge of Microsoft SQL Server (T-SQL, Stored Procedures, Query Optimisation, Database Design and Implementation). Experience with other database technologies such as Oracle an advantage
- Knowledge of database design concepts and data management processes
- Knowledge of the application of analytics (description, classification, prediction) within the Forensic Technology domain (e.g. text analytics, population segmentation)
- Knowledge of Tableau, Qlik, Microstrategy or other visualisation technologies
- Knowledge of EnCase, FTK, X-Ways or other computer forensic software
- Knowledge of Nuix or other data processing software
- Knowledge of audio analysis techniques and tools. Experience with Nexidia an advantage
16
Financial Advisory Forensic & Dispute Services Resume Examples & Samples
- Perform complete analysis of accounting, finance, economic issues in the context of business transactions; provide recommendations where applicable
- Balance multiple client projects and effectively evaluate issues and appropriately delegate tasks to managers and staff; demonstrate proper planning and supervision control
- Independently perform complex research projects and write professional-level reports summarizing facts, findings, and conclusions and manage project teams
- Excellent writing skills and preparation of final draft deliverables on diverse projects, including accounting and fraud investigations and complex business litigation matters
- Communicate effectively to all levels of engagement management (Coach, mentor, counsel, and provide job training for staff)
- Market services to existing clients, implement marketing and targeting strategies
- Build client base and internal (cross-functional) and external relationships; originate and manage established revenue targets
- Completed economic university degree with excellent academic credentials and CPA, CFA, CF, MBA, or other equivalent designation (completed or in progress)
- 5 + years of technical accounting, auditing and/or financial advisory related experience - forensic accounting, investigation or litigation services
- Ability to analyse companies from a financial, operational and industry perspective
- Demonstrated technical excellence, ability to manage and run investigations with a broad view and understanding of how financial documentary evidence integrates with other forms of evidence as well as the
- Ability to lead and manage significant client engagements (absolutely flexible with the 80-100% travel requirements of client service projects)
- Proficiency in German/English or French/English, any other language a plus
17
Financial Advisory Resume Examples & Samples
- Manage and lead the development of valuation analysis and valuation reports for clients,
- Manage the development of supporting analysis including financial models,
- Cultivate relationships with clients,
- Possess a strong knowledge in leveraging prevalent valuation methodologies,
- Employ a structured approach to project management to ensure complete client satisfaction and project profitability,
- Develop your expertise as a valuation specialist and your reputation as a business advisor,
- Contribute to practice growth and development,
- Coach and mentor valuation juniors to their highest potential,
- Undertake work related to proposal preparation, assignments planning, quality assurance, budgeting, training of juniors, practice development, and business planning in the functional areas under direction of an Assistant Director,
- Attend client meetings,
- Assist in selling advisory services directly to clients,
- Timely, accurate and relevant reporting,
- Provide valuation services to a variety of clients within multiple industries, including
- Full time MBA / qualified CA / CFA with 5-10 years of post-qualification experience,
- Relevant experience of working on DCF & relative valuation projects,
- Strong knowledge of valuation principles and finance,
- Is comfortable preparing graphs, tables and models in excel that clearly support findings and transferring these into a formatted power point report
- Relevant report writing skills in English,
- Previous experience of managing teams,
- You will have previously worked for a Big 4 or Financial Advisory Services company, and
- You will be fluent in English with the ability to write and present in English
- Willing to relocate to Qatar
18
Financial Advisory Resume Examples & Samples
- Solid leadership experience and developing high performance teams
- Significant experience in a specialist financial modelling role or a role requiring advanced financial analysis and modelling
- Strong strategic thinking, problem solving and advisory capability alongside with an ability to think creatively with a passion for client service
- Experience in building and maintaining internal and external relationships required to contribute towards sustained business performance
- CA qualifications preferable
19
Am-financial Advisory Resume Examples & Samples
- For AM level - Post qualification experience of 0-21years
- Should have relevant prior experience in Statutory Audit / Internal Audit. Prior Forensic experience or a professional qualification in fraud examination would be an added advantage
- Basic understanding of business processes and controls
- Should have strong interpersonal and communication (both verbal and written) skills
- Strong analytical bent of mind and structured problem solving approach
- Strong ability to think out-of-the box and creative bent of mind
- Ability to do quick thinking and respond in sensitive situations
- Should be able to work well in a team
- Adaptability to a dynamic environment often accompanied by shifting priorities and stringent deadlines
- The role would be client facing and will require travel within the country and overseas
20
Financial Advisory Resume Examples & Samples
- Assist clients in addressing the technological challenges of today’s complex investigation and litigation environments
- Implementing thoroughly practical approaches supported by specialist technology and processes
- This role will allow you to combine your technical expertise with the opportunity to play a key role in the management of the eDiscovery team
- You will also be expected to play a leadership role in the growth of the practice through business development activities
- The role is client facing and may involve extended periods working directly with the client on-site, therefore as well as technical skills, strong interpersonal skills are a must
- Solid experience managing the entire lifecycle of eDiscovery projects (review platforms, including experience designing and managing review workflows)
- Understanding of data preservation, processing technologies, image production requirements and quality control
- An ability to build relationships, liaise with clients and willingness to work abroad
- Microsoft SQL Server (T-SQL, Stored Procedures, Query Optimisation, Database Design and Implementation)
- Understanding of the application of text analytics to eDiscovery ‘Technology Assisted Review’ methodologies
- Working knowledge of EnCase, FTK, X-Ways or other computer forensic software, Nuix or other data processing software (an asset)
- Audio analysis techniques and tools, experience with Nexidia (an advantage)
21
Manager Financial Advisory Transaction Services Mumbai Resume Examples & Samples
- Quickly developing an understanding of the target business and its drivers
- Interpretation, evaluation and analysis of information memoranda, business plans, publicly available information on the target business
- Production of quality deliverables (including Excel and Powerpoint documents) within agreed timescales, briefing Partner/Director/Senior Manager accordingly. On larger deals this may involve responsibility for the production of discrete sections. This will include
22
Financial Advisory Director Resume Examples & Samples
- Leading a team and playing an active role in their career development
- Delivering on challenging engagements across the Public Sector
- Play an active role in business development
23
Financial Advisory Manager Resume Examples & Samples
- Lead engagements with strong project & client management skills �
- Ensure overall work product quality; takes ownership for results/outcomes �
- Coach subordinates and effectively delegate �
- Develop industry/ practice expertise and consulting capabilities �
- Leverage jobs/ develops people by structuring and supervising work �
- Oversee a significant revenue base and remains cognizant of opportunities to sell
- Expertise in the areas of restructuring, turnaround, corporate finance, business operations, banking crisis management and/or within a specific industry. �
- Can articulate what is required to effectively manage a cash crisis situation �
- Has a clear understanding of the capital structure and the bankruptcy process �
- Ability to demonstrate a high level of proficiency in the following areas
24
Financial Advisory Resume Examples & Samples
- Pro-active diary management support
- Co-ordinating International and domestic travel
- Preparation of presentations and confidential documents
- Working with internal event teams on client event management
- Providing assistance and support to marketing and business development account management teams
- Ad-hoc administrative and project support as required
25
Financial Advisory Resume Examples & Samples
- Leading a team of staff and playing an active role in their career development
- Delivering on challenging and meaningful engagements across the Public Sector
- Stakeholder management & negotiation
26
Financial Advisory M&A Transaction Services Resume Examples & Samples
- Completed Bachelor or Master Degree in Accounting, Finance or Economics
- Excellent command of German and English
- You work independently, take the initiative and are happy taking on
- You have strong analytical, conceptual and communication skills
- You work independently, efficiently and are solution-oriented
- Motivated to work in a demanding and rewarding working environment
- You actively support the further expansion of the M&A Transaction Services
27
Financial Advisory Analytical & Forensic Technology Resume Examples & Samples
- The rapidly-expanding service line, based in Zurich and Geneva, offers you
- Excellent university Bachelor / Master degree from a reputable institution
- You have experience (3+ years) with relativity in a data centre application
28
Senior Specialist for M&A Financial Advisory Team Resume Examples & Samples
- Carrying out financial advisory projects for Deloitte clients including: financial analysis using spreadsheet and data analytical techniques, working on accounting and management data and preparation of reports on key findings,
- Keeping regular contact with clients with regard to project work,
- Perform supporting activities based on proven Deloitte methodology,
- Support in relation to project risk management and compliance procedures,
- Possibility of taking a leader’s role and establishing own team of financial advisory professionals
29
Financial Advisory Resume Examples & Samples
- You have researched the Business Unit/Operating Unit you are applying for (YourFuture.Deloitte.com.au)
- Be aware of your eligibility for the specific Program you are applying for (You can find this on Your Future)
- You have updated your resume so that it showcases your experience and skills as it relates to the Business Unit/Operating Unit that you wish to apply for
- You have your academic transcripts ready to upload
- You have your proof of right to work in Australia (passport or Citizenship Certificate) ready to be uploaded
- International students – please have your relevant visa label and evidence of English language proficiency results ready to upload
- Select the relevant Program (Vacationer or Graduate) for the relevant Business Unit/Operating Unit in the city you wish to be based
- Next you will be asked to register a username and password (if you haven’t previously registered)
- Complete the online application form
- Attach your resume, academic transcript, copy of work rights and evidence of English language proficiency results (if you are an international student)
- Finally, answer all the application questions so we can determine your eligibility and suitability for the role
30
Controller, Global Financial Advisory Resume Examples & Samples
- Provide timely and accurate financial performance data and analysis to a wide network of global leaders, in total and by segment (e.g., geography and service lines), with key business insights by identifying areas of focus and influencing leadership to take action
- Regular communication and presentation to key stakeholders and clients
- Proactively control the global business budget by working closely with the Global Business Operations Leader and provide alternatives for optimal utilization of allocated budget
- Ensuring all processes, standards and plans are comprehensive, practical and effective in achieving the goals of the business area and supporting the overall vision of DTTL and Global Finance
- Long-range planning, forecasting and financial oversight or involvement in financial decisions impacting the business unit
- Generating options, visualizing possibilities and formulating new approaches for the business area. Articulating a clear picture of short and long term priorities that support the overall business strategy
- Build relationships and establish a network of Member Firm Finance Controllers to disseminate information, exchange ideas and share best practices for the benefit of the global network
- Support other strategic global finance and firm projects that enhances the value proposition and contributes to establishing best practices within the business area
- Coach, Mentor, train and supervise US based manager / USI Financial Analysts
- 10+ years of business experience with progressive leadership roles and a focus on strategic/financial analysis and project
- Demonstrated ability to act as a key business advisor, interacting with all levels of the Firm
- Finance mindset and background and ability to work through changing business scenarios and providing alternatives to business leaders within in a short timeframe
- Results oriented with strong teaming / team development skills
- Ability to structure thinking in a logical manner and communicate ideas in an effective and articulate manner
- Able to move to answers quickly supported by data and analysis
- Demonstrated success at leading executive level presentations and comfortable interacting with the most senior levels in the organization
- Comfortable with ambiguity and able to structure project approaches / analyses in a logical manner that addresses uncertainties
- Extensive experience in strategy development, competitive analysis, financial modeling, scenario analysis, and business planning
- Comfortable working across organizational silos and coordinating on cross-disciplinary programs
- Superior PowerPoint and Excel skills required, relational database experience (e.g. Access, SAP) a plus
31
Financial Advisory Resume Examples & Samples
- Execute of forensic engagements i.e. fraud investigation, bribery and corruption (US FCPA and UK Bribery Act), whistleblowing allegations, money laundering, asset misappropriation, and other corporate misconduct
- Data analytic for investigations into fraud such as payroll and procurement fraud
- Conduct fraud and corruption risk review
- Assist our clients to design and implement fraud and corruption response plans
- Prepare reports including review, analyze and verify evidence
- Bachelor’s degree and/or Master’s degree in Economics, Finance, Accounting, Business Administration
- 0 - 1 year of experiences (Analyst)
- 2 - 4 years of experiences (Consultant)
- 5 - 7 years of experiences (Senior Consultant / Assistant Manager)
- Experience either in Audit or Forensic (Senior Consultant)
- CPA and CFE will be a plus
- Proficient in English of listening, speaking and writing
- Computer literacy i.e. word, excel and power point
- Ability to handle multi-task, work under pressure and meet the deadline
- Energetic, thorough, attentive to detail, a team player and passionate about quality and excellence
- Able to travel
- Background in accounting, corporate security/investigations or internal/external audit functions
- Understanding of effective corporate ethics, compliance, and transparency programs, and public/private sector counter-fraud measures and internal control
- Knowledge of conducting internal investigations
- Knowledge of business processes and have industry insight
- Strong financial and business analytical skills
- Familiarity with researching business information through business affiliate and external databases
- Ability to use effectively written and verbal business communication skills when collaborating and interacting with clients i.e. meetings, as well as conducting interviews
- Ability to prioritize and manage multiple projects and requirements
- Ability to analyze complex accounting transactions and financial records
32
Manager Risk Management Financial Advisory Shanghai Resume Examples & Samples
- Assistance in risk management processes, such as client/ engagement acceptance, and developing QRM policies and procedures
- Contract review, contract negotiation and risk management consultations
- Analysis of laws and regulations that may impact the financial advisory businesses
- Risk analysis on projects, potential transactions, and practice development matters
- Internal training and practice review
- At least 5 years of professional experience in Big 4 or reputable law firms
- Previous exposure in contract management or administration will be a definite asset
- Knowledge and experience in risk and regulatory matters will be an advantage
- Strong sense of integrity and responsibility
- Strong prioritization skill with the ability to work under pressure
- Good initiative and able to work independently with minimum supervision
- Attention to detail and good in time management
- Able to provide solutions effectively addressing QRM challenges taking into consideration business needs
- Strong communication and excellent oral and writing skills in both English and Chinese
- Qualified to practice law in the PRC
- Bachelor or higher degree in law
33
Financial Advisory Analyst Resume Examples & Samples
- 1-2 years of investment banking experience at the Analyst level
- Top academic performance
- Comfort operating in a fast-paced environment that values initiative, creativity, maturity, and poise
- Exceptional level of focus on work quality and attention to detail
34
Financial Advisory Associate Resume Examples & Samples
- 3+ years of investment banking experience, or recent MBA graduate currently working in investment banking
- Strong quantitative background and analytical skills
- Motivation to work as a team player and contribute to / foster a constructive and positive team culture
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Financial Advisory Resume Examples & Samples
- Financial management & control
- Financial analysis & financial modelling
- Business case development & evaluation
- Financial capacity, viability & sustainability assessment
- Cost management, cost driver analysis and cost of service reduction
- Restructuring (divestment, downsize, & transmission of business)
- Commercial advice (contract negotiation & management)
- Program funding analysis and structuring
- An Accounting or Commerce background
- Related post-graduate qualification or currently studying (e.g. CA, CFA or MBA...)
- Previous experience working for or consulting to Government on matters of financial performance, financial management and service delivery improvement (Treasury, Dpt of Finance, Education, Health and Defence particularly appreciated)
- An ability to perform deep financial analysis and determinate practical solutions to issues of cost reduction, funding, strategic decision and complex stakeholders communications
- A desire to deliver exceptional client service
- The enthusiasm to work as part of a strong team
- An existing network of contacts within the Public Sector will be highly regarded
36
Financial Advisory Business Modelling Group Resume Examples & Samples
- Work as part of a team to design, develop and test models in order to
- A bachelor's degree in mathematics, economics, finance and/or accounting
- Interest in the financial services industry
- You enjoy working methodically and with a great attention to detail
- You grasp new concepts quickly and are both customer and goal-oriented
- You find working with various stakeholders, daily challenges and exciting
- You have a good knowledge of the main computer programmes
37
Financial Advisory Resume Examples & Samples
- Select appropriate methods for collecting and analyzing large and complex data sets to extract insights and support solutions
- Produce a high quality work product and collaborates with others across phases of the M&A transaction life cycle to deliver a superior client experience
- Analyze financial and accounting information when evaluating transactions
- Build an understanding of how stages of the M&A life cycle operate to enhance delivery in own phase of expertise
- Lead the development of analysis and reports on companies from a financial, operational, competitive, and industry perspective as part of a transaction
- Lead a diverse team of talented performance enhancement advisors
- Manage the development of supporting analysis including financial models
- Develop your expertise in a specialization and your reputation as a business advisor
- Contribute to practice growth and development
- Research and analyze industries and market data
- Manage and develop team analysts
- Write offering memoranda and engagement letters
- Create and deliver presentations to obtain new business engagements
- Help client determine viability of the proposed deal by conducting pre-bid due diligence on target companies and the industries in which they operate
- Identifie potential synergies that may be created as a result of an M&A deal and quantifies the benefits and costs to achieve
- Develop hypotheses around growth opportunities and risks of a potential transaction to inform strategic and operational decisions
- Analyze and synthesizes target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
- Consider potential legal exposures and risks by conducting a thorough review of key commercial agreements, IP, and contracts
- Assist in developing executive briefings, highlighting fundamental insights, risks, and exposures that can have a significant impact on valuation and the terms of the transaction agreement in workstream of specialization
- Develops comfort in the closing of a deal, assisting client in translating the outputs of due diligence and merger integration planning into definable actions for the team to take in support of closing or separation
- Assists in identifying the most applicable structure so the deal is attractive for both the seller and potential acquirer
- Identify and embrace our purpose and values and puts these into practice in their professional life
- Develop self by actively seeking opportunities for growth, shares knowledge and experiences with others, and acts as a strong brand ambassador
- Seek opportunities to challenge self; teams with others across businesses and borders to deliver and takes accountability for own and team results
- Build relationships and communicates effectively in order to positively influence peers and other stakeholders
- Understand objectives for clients and Deloitte, align own work to objectives and sets personal priorities
- 5 + years’ experience in public auditing and accounting, preferably with Big Audit Firms with at least 2 years in a Transaction environment
- Can demonstrate an ability to communicate deal related matters in a clear, concise and relevant manner to assist and guide senior team members
- Produces clear, concise and well structured report sections and has a good grasp of the English language
- Is comfortable preparing graphs and tables in excel that clearly support findings and transferring these into a formatted power point report
- Manages a number of responsibilities in the face of competing priorities. Sets priorities for tasks based on relative importance and urgency
- Takes responsibility for and ensures that assigned tasks are fulfilled in a timely, cost-effective way to a high standard
- Delegates appropriately and clearly sets out what is expected from others; and holds self accountable for ensuring that results are achieved. Is comfortable leading and directing the efforts of others to achieve results of a high standard
- Demonstrate ability to plan and manage engagements and people along with ensuring deliverables meet work plan specifications and deadlines
- International accounting qualification: CPA/ACCA
- Fluent in English (Reading, Speaking and Writing)
- Bilingual would be an advantage (Arabic/English)
38
Team Assistant to Financial Advisory Department Resume Examples & Samples
- Work with correspondence flows and assistance in preparation of internal documents as required by specific internal procedures
- Assistance in preparation of conferences, travel arrangements
- Manage staff scheduling for the unit, keep vacation records
- Help in organization of unit’s social events
- Handle a wide range of information requests
- Аdministrative experience in a Western environment is a plus
- High organizational and communication skills
- Ability to work in multi-cultural environment
- Very good computer skills (Microsoft application & Internet user)
39
Financial Advisory Resume Examples & Samples
- You get to see and work in an international environment and experience
- You are a Student/ Graduate and have completed at least four semesters at a
- Fluent in English and German. Any other Swiss language is a plus
- Nice to have, internship and/or any other compliance / Fiscal / Banking
40
Financial Advisory Business Modelling Resume Examples & Samples
- Support clients throughout the model development process - developing
- You have a degree from a university or technical college (master's in finance,
- You have excellent technical and analytical skills
- You enjoy working as part of a team and your extensive experience with
- You enjoy working with different people from different fields
- You communicate confidently in German and English. Any further languages
41
Head of High Networth Agency & Financial Advisory Resume Examples & Samples
- Design and implement the strategic roadmap to develop and grow the High Net Worth (HNW) business for Manulife Singapore; across multi-channel distribution (Agency, FA & International Brokers)
- Influence and increase new business to ensure HNW targets are achieved within Manulife Agency &/or Manulife Financial Advisers (MFA)
- Support Financial Planners in evaluating customers’ needs and providing solutions in the areas of HNW wealth transfer strategies, estate planning and succession planning needs
- Work closely with the Financial Planners to identify opportunities, coach them on HNW insurance concepts and solutions
- Identify skill/knowledge gaps, develop and provide training/coaching to distributors on HNW sales & solution positioning and objection handling
- Provide subject matter expertise and consultation to distributors on prospective HNW cases as well as referrals to retail/private bank for premium financing
- Design, support and drive channel-specific (client/distributor) recognition events and campaigns in line with the company's incentive framework and compliance guidelines
- Provide feedback / guidance to internal HNW operations team to ensure quality service platform
- Seek out and arrange for Premium Financing with Financial Institutions
- Diploma / Degree with 10 years of working experience with 5-8 years in advising HNW /UHNW clients and/or corporates through investments, wealth transfer strategies, estate planning and succession planning needs
- CMFAS certification Module 5, 8, 8A, 9, 9A & HI (Mandatory)
- Successful sales track record in the sale of Universal Life / HNW jumbo insurance solutions with a strong knowledge of the retail/private banking landscape
- Strong analytical, quantitative, problem solving, communication (written and verbal), presentation, and relationship management skills; with a high degree of tact
- Proven ability to conduct research/analysis, organize findings and build presentation decks
- Ability to forge collaborative working relationships with various stakeholders within Manulife Singapore
- CFP / ChFC / CFA qualifications will be highly regarded
42
Manager Financial Advisory Forensic Resume Examples & Samples
- Deliver logical sophisticated analyses of key financial and commercial aspects of a transaction and communicate them convincingly through recommendations
- Have and continuously develop an in-depth knowledge of the client’s business, industry activities, marketplace trends, innovation efforts, and leading practices
- Identify and manage all risk issues accordingly with quality assurance standards and ensuring complete confidentiality
- Assess already existing or build innovative business modelling tools to provide the client with insights and support business decisions
- Analyze and incorporate financial information when evaluating business opportunities and making recommendations
- Minimum 5 years of relevant work experience in Audit and/ or Internal Audit preferably within an International professional services firm
- Deep industry knowledge, and knowledge of state of the art analytic forensic technology
- Relevant experience in the following areas
43
Financial Advisory Resume Examples & Samples
- The rapidly-expanding service line, based in Zurich and Geneva offers you
- You are a graduate and have completed your Bachelor / Master Degree
- A very good command of German and English, or French and English. Any
44
Financial Advisory Restructuring Services Resume Examples & Samples
- You assist liquidation and wind down activities in frequent interactions with
- 3+ years of relevant experience in banking ideally within Compliance or Audit
- A university degree in Finance, Economics Law or equivalent; Compliance
45
Financial Advisory Senior Manager Resume Examples & Samples
- Provide a range of insolvency, voluntary liquidations and restructuring services to our clients, with particular focus on managing contentious cross border insolvency and asset tracing assignments
- Manage a portfolio of clients to involve planning, budgeting, WIP management, management of the team, allocation of resources and reporting
- Oversee the team’s activities and review client deliverables, including review of engagement letters and assignment scopes
- Lead client presentations and meetings
- Understand clients' business environment and apply leading methodologies and relevant legislation to review, analyze and resolve their most complex issues, including deep dive market and case specific research, often with a forensic and litigation aspect
- Required to work closely with lawyers in relation to legal issues arising on engagements
- Collaborate with the broader FA Services and Deloitte team to provide a whole of firm / value added service to our clients, both within the CBC, as well as the wider network of global assignments
- Maintain and develop relationships with existing clients, as well as, identify and actively pursue new business opportunities
- Be seen as a trusted business advisor to senior client stakeholders
- Have a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them
- Be responsible for the development and motivation of the team by providing them with leadership, counseling and career guidance – act as a role model to help them realize their highest potential
- Drive practice growth and business development (proposal writing, events, public speaking, article writing, targeted marketing initiatives, account plans)
- Play a key role in managing the practice to include budgeting, profitability, strategy, developing capabilities, recruitment, training, competitor analysis and managing quality and risk
- Bachelor degree or above with strong academic credentials (minimum GPA 3.2 or Class 2:1) in Accounting, Finance, Economics, Law, Business Management or related disciplines
- Qualified in a relevant professional designation; ACCA, CA, ACA, CPA, CPI or JIEB
- Qualification in a common law jurisdiction (for example, U.K., Canada, Australia) as an Insolvency Practitioner would be a significant advantage; Ideally will have already held an Insolvency Practitioners License and be familiar with taking formal insolvent appointments
- 7+ years relevant experience in insolvency and restructuring, financial advisory or related services preferably with a Public practice firm
- At least 3 years’ experience in a managerial capacity and also operating in an offshore jurisdiction
- Ability to coach, mentor and develop team members
- Sound knowledge of accounting principles and banking practices
- Experience building and managing relationships with senior stakeholders, outside legal counsel and staff at various levels
- Ability to quickly develop an understanding of client’s business and needs
- Superior technical skills and mastery level knowledge in relevant service area combined with strong business acumen
- Ability to review, analyze and resolve most complex technical issues
- Ability to synthesize information and produce concise synopses/summaries
- Superior oral and written communication skills proven through extensive report/proposal writing experience and excellent presentation skills
- Ability to thrive in an environment of pressing deadlines, manage multiple engagements at the same time and manage change and ambiguity
- Excellent leadership, organizational and time management skills
- Requires a high level of maturity, professionalism, initiative, integrity and confidentiality
- Superior client relationship building skills and experience with a proven track record in business development
- Advanced working knowledge of MS Office: Excel, Word and PowerPoint. Experience of IPS Insolvency software would be an advantage
- Ability to work well in a culturally diverse team-oriented environment and independently
46
Business Analysts Financial Advisory Forensic Resume Examples & Samples
- During your tenure as a Business Analyst you will demonstrate and develop the ability to: Collect, assimilate, and analyze relevant data and use standard processes and tools to help surface insights and solutions
- Manage own work against project plan to ensure a superior client experience
- Up to 2 years of relevant work experience in Audit and/ or Internal Audit preferably within an International professional services firm
47
Senior Consultants Financial Advisory Forensic Resume Examples & Samples
- Select appropriate methods for collecting and analyzing data, and develop informed recommendations to alleviate business concerns
- Apply finance knowledge to effectively diagnose a crisis situation and/or help stabilize a client’s business
- Produce a high quality work product and collaborate with others to deliver a superior client experience
- Manage own work in an ethical manner with a continuous attention to quality and risk rules, and confidentiality
- Build models that are sophisticated, robust, and easily interpreted to inform insights
- Up to 5 years of relevant work experience in Audit and/ or Internal Audit preferably within an International professional services firm
- University Degree in Finance, Economics, Accounting, Forensic or related disciplines
- Professional Certifications, such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Fraud Examiner (CFE), Association of Chartered Certified Accountants (ACCA), ICAEW Chartered Accountant (ACA) or similar
- Proven experience related to forensic accounting
48
Financial Advisory Resume Examples & Samples
- Assistance with diary management and meeting co-ordination
- Travel arrangements for Partners and wider team
- Other ad-hoc duties such as stationery orders, updating floor plans, assisting with on-boarding new staff members and some ad-hoc administrative support tasks
49
Financial Advisory Forensic Investigations Specialist Resume Examples & Samples
- You will be an integral member of a highly successful, collaborative and multi-
- You have completed a relevant University Degree, with excellent academic
- Coach, mentor, counsel, and provide job training for staff; and
- The growing international focus of our work also means that you should be
50
Financial Advisory Resume Examples & Samples
- Project management of due diligence assignments, including client interfaces, managing an assignment team, managing project risk issues and monitoring costs/recovery
- Your main responsibilities will be understanding of the target business, interpreting and analysing financial data, KPIs and business plans, evaluation of potential synergies and risks
- Producing high-quality deliverables (usually detailed written reports) within agreed timescales, briefing partners and directors accordingly
- Participating in various marketing initiatives and practice development activities (e.g. client presentations, key client account, industry, geography and product programmes, developing and maintaining a dedicated network of contacts and displaying an awareness of sales opportunities)
- Gaining a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; having a clear understanding of the firm’s commitment to creating a more inclusive culture
- The role may involve travel within Germany and overseas, and will require the flexibility to meet peaks of work inherent in the cycle of a deal
51
Financial Advisory Senior Associate Resume Examples & Samples
- Develop analytical models that can be visualized and interpreted convincingly to inform recommendations
- Plan and execute engagements that deliver a superior client experience
- Act as a financial advisor across a broad spectrum of transactions through a sophisticated analysis of financial information
- Build an in-depth knowledge of the client’s business and stays up-to-date on industry activities, marketplace trends, and leading practices
- Provide valuation analyses for tax, financial reporting or other regulatory, compliance or management planning requirements
- Take the diverse business activities and transactions into account and simplify them into the most granular components to build a financial model providing insights into the key drivers affecting strategic decision-making of the client
- Preparation of financial models for valuation, business planning and transaction advisory purposes, and preparation of reports summarizing the results
- Supervise the analysis of client data and issues
- Conduct business and industry research as required
- Performing financial due diligence tasks
- Analyzing, interpreting and reviewing financial information and apply advanced financial analysis skills
- Participate in Deloitte’s risk mechanism for client and engagement acceptance
52
Financial Advisory Senior Analyst Resume Examples & Samples
- Check of banking account reconciliation
- Check of stock and invoicing movements
- Check and reconciliation of Vendor statement and deductions
- Fixed Asset Recon
- SARS -Income Tax
- Drafting of Financial Statement
- Audit Requirements
- P&L Actuals vs Overhead Recons
- Masterdata cleanup
- Bank Recon
- Creditors Recon
- P & L reporting
- Matric/Grade 12
- Bachelors degree would be an advantage
- Strong adherence to follow process
53
Financial Advisory Resume Examples & Samples
- Ensure availability of accurate and timely data on assigned tasks as required including using available knowledge sources optimally
- Learn and apply Deloitte standards, procedures and methodologies on assignments
- Assist in conducting research and compiling data
- Handle all data entry and document production relating to corporate actions such as dividends, rights issues, bonus issues, e.t.c
- Ensure assigned work is completed within agreed time frames and carried out per approved methodologies and standards and within agreed budgets
- Keep the Supervisor updated on any issues arising from the assignment
- Assist with departmental administration tasks such as filing and updating of client files; and
- Leverage knowledge and contribute to proper knowledge management within the department
54
Financial Advisory Resume Examples & Samples
- Assessing, preserving and collecting digital evidences that may include computers, hard drives, cellphones, or network devise, using our forensic technology tools and global processes
- Recovering corrupted or deleted information for examination and analysis
- Retrieving electronic artefacts and Internet history from the operating systems to determine user’s behavior or suspicious usage patterns
- Extracting data from client’s core business database and applying selected libraries of our analytical models to gain particular insight, e.g., fraud red flag, trend, patterns, or anomalies
55
Manager Takeover Code Financial Advisory Resume Examples & Samples
- Take a leading role in driving our M&A advisory business, focusing on delivering proactive and creative M&A and corporate finance solutions to our international and local clients
- Lead regulated transactions under Hong Kong Listing Rules and Takeover Code requirements
- Contribute to the origination, marketing and transaction execution efforts of the team
- Lead and execute M&A transactions, including providing structuring, pricing and negotiation advice to international and local clients as an integral member of the M&A advisory team
- Manage project including drafting and appraisal of information memoranda, business plans and construction of financial models
- Coordinate due diligence activities and review of transaction documentation
56
Financial Advisory Resume Examples & Samples
- You get to see and work in an international environment and experience teamwork in which you will be in touch with other Juniors as well as with our Senior Management
- Get a taste of forensic life and join us on a temporary basis for our Geneva team as soon as possible
- During the months of your mandate, you will be involved on banking industry engagements and work on the identification and analysis of evidence, upon which the findings of the project will be based. You may also be asked to review banking client files in order to ensure appropriate documentation of client relationships
- You have completed your Bachelor or Master degree in accounting, business, law, economic crime or finance
- Strong motivation and interests in forensic and banking topics as well as analytical and conceptual skills with attention to detail; quick learner
- Fluent in French and in English. Any other Swiss language is a plus
- Knowledge of the Swiss regulatory environment
- Prior exposure and/or internship(s) in compliance/AML, KYC, Forensic for the Financial Services industry will be a plus
57
Financial Advisory Resume Examples & Samples
- You get to see and work in an international environment and experience teamwork
- Ability to supervise small technical teams and awareness of the complete lifecycle of projects
- Working directly with management to assist with the development of appropriate propositions
- During the months of our collaboration, you will be involved on banking industry engagements and work on the identification and analysis of evidence, upon which the findings of the project will be based. You may also be asked to review banking client files in order to comply with regulations in force
- 2 + years previous experience in in compliance/AML, KYC, Forensic for the Financial Services industry, technical accounting, audit
- You will need to demonstrate outstanding analytical skills, conceptual structured thinking and a proactive attitude
- CPA, CFA, CF or other equivalent designation (completed or in progress) is a plus
58
Manager Financial Advisory Resume Examples & Samples
- Manage implementation project of newt standards for our clients
- Assist clients in dealing with the complex issues under IFRS and LuxGAAP: conversions, accounting opinions, etc
- Advise clients in improving and implementing efficient reporting processes
- Assist clients in the preparation of IFRS financial statements and improving their reporting to investors
- Facilitate external and internal IFRS trainings
- Deliver added value services to clients by providing industry insight, “out-of-the-box” ideas and solutions to improve their reporting model
- Manage client relationship
- Supervise and coach your team to ensure excellent client service in accordance with the firm's methodologies and guidance, professional standards, and local legal and regulatory requirements
- Manage the economics of your engagements
59
Deloitte Risk & Financial Advisory Internship Resume Examples & Samples
- Bachelors and/or Master’s degree in Business Administration, Accounting, Finance, Economics, Computer Science or Information Systems/Management
- Relevant work experience (e.g., internships, summer positions, school jobs)
- Experience working independently and managing multiple projects, assignments or responsibilities in a fast-paced environment
- Demonstrated critical thinking and problem solving skills
- Experience quickly and concisely researching and collecting data from unique places
- Experience synthesizing data and conveying information in a meaningful way
- A strong understanding of Windows-based applications including proficiency with Microsoft Excel, Word, and PowerPoint
- Travel up to 75% may be required at times, dependent on role and location
60
Financial Advisory Resume Examples & Samples
- Developing strong internal &/or external client relationships, ensuring client collaboration, teamwork & optimal communications, in order to deliver outstanding service
- Amendment/modification of reports, proposals, business plans, presentations & general correspondence
- Diary management
- Organising meetings/functions/events
- Organising travel & accommodation arrangements
- Monthly expense claims for Partners
- Ad hoc project support work as required by the team
- Complete billing & timesheets for Partners on a weekly basis
- Client engagement set up
- General administration duties including faxing, photocopying, arranging couriers, printing/binding & filing
61
Senior Manager Financial Advisory for Financial Services Resume Examples & Samples
- Strong technical accounting, financial and regulatory skills to be able to run projects for finance functions such as
- Accounting standards implementation and gap conversions
- Assisting client with IFRS related matters: conversions, new standards…
- Financial reporting optimization
- Hedge accounting and valuation support
- Support on FinRep
- Engagement management skills
- Coaching and mentoring team members of the engagement team
- Delivering value to the client by providing knowledge, ideas and solutions for improving the business and streamline processes
- Working with EY subject experts to develop perspectives and insights for the client or industry
62
Financial Advisory Resume Examples & Samples
- Leading and mentoring a team of highly talented modellers in Sydney
- Delivering high quality work to help clients solve complex problems by leveraging your knowledge, business acumen and innovative points of view
- Fostering client relationships and originating new business by growing your market eminence
- Actively contributing to the strategic direction of the Business Modelling practice as part of our collegiate leadership group
- Contributing to Firm initiatives to build your profile as a senior leader within our organisation
- Operational management of the Sydney Business Modelling team
- Strong leadership skills and a unrelenting focus on mentoring and developing people
- Experience in a specialist financial modelling role or a role requiring advanced financial analysis and modelling
- Strong strategic thinking, problem solving and advisory capability gained from interaction with senior decision makers across the private sector and/or Government
- Strong communication skills and experience with engaging with senior stakeholders
63
Financial Advisory Resume Examples & Samples
- Leading and mentoring a team of highly talented modellers in Perth
- Delivering high quality work and leveraging your knowledge, business acumen and innovative points of view
- Operational management of the Perth Business Modelling team
- Strong leadership skills and an unrelenting focus on mentoring and developing a team of people
- Experience in a financial modelling role or a role requiring advanced financial analysis, reporting and modelling
