Financial Consultant Resume Samples

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J Mante

Jerome

Mante

103 Florine Well

Dallas

+1 (555) 138 3205

103 Florine Well

Dallas

Phone

p +1 (555) 138 3205

Experience Experience

Chicago, IL

Financial Consultant

Chicago, IL

Mohr-Hahn

Chicago, IL

Financial Consultant

Conceptualizes ideas, develops work plan, and executes plan. Develops and determines priorities and monitors status of projects on an ongoing basis
Develop, perform and manage the analyses of business and financial metrics as well as performance measures
Guides other staff in performing analysis. Establishes work 'schedules and priorities to ensure that workflow are controlled
Develop, perform, and manage the analyses of business and financial metrics as well as performance measures
Perform various financial analyses for operational and financial performance improvement
Develop, perform and manage all aspects of financial planning, budgeting and forecasting
Defining KPIs and implementing Performance Management frameworks

Detroit, MI

Associate Financial Consultant

Detroit, MI

Stehr-Reichel

Detroit, MI

Associate Financial Consultant

Provides assistance to the financial consultant maximizing sales results while minimizing their time spent on administrative and operational tasks
Contribute to and/or manage ad-hoc projects as directed by management
May provide support to Underwriter Senior in servicing and management of accounts
Work with clients and carriers as directed by manager and/or client service team via telephone and email
Provide support and assistance to FCs and their practice clients
Assist in covering branches that do not have a dedicated Financial Consultant
Manage Marketing and Renewal processes for assigned clients

present

New York, NY

Senior Financial Consultant

New York, NY

Corkery-Ryan

present

New York, NY

Senior Financial Consultant

present

Perform analysis, financial planning and provide recommendations to senior management to achieve financial and operational goals
Provide and assist in implementing process improvements
Represent US Risk Management on working groups developing action plans in response to risk limit breaches
Maintain master files of capital projects, track capital funding status, and assist in enhancement of management reporting
Develop and enhance SG and A management reporting
Established track record of results and success in providing advice and consultation as well as sustaining and expanding client relationships
Develop intellectual capital; lead or participate in the development of tools or processes that can be leveraged for multiple clients

Education Education

Bachelor’s Degree in Value

Rowan University

Bachelor’s Degree in Value

Skills Skills

Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand
Learns quickly and able to summarize findings into reports for management and stakeholder consumption. Comfortable in dealing with and resolving ambiguity
Strong communication skills, highly analytical and well organized
Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
Excellent ability to work under own initiative and tight deadlines
Expert knowledge of financial planning concepts; including a broad knowledge of TIAA-CREF products
Professional designation strongly desired: CFP, CLU, ChFC, etc
Strong analytical skills with the proven ability to analyze business problems and make decisions
Excellent knowledge of internal operations, policies and procedures
Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems

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District Financial Consultant Resume Examples & Samples

University degree with minimum 5 years’ of experience on insurance selling and leading insurance sales team
Sound knowledge of insurance industry and products
Aggressive and result-oriented
Strong leadership, negotiation, communication and interpersonal skills
Good command of English and Cantonese
Licensed in HKSI and IIQE Paper 1, 2, 3 and 5

Gcg-financial Consultant Resume Examples & Samples

Develop and cultivate your own client/prospect base
Provide appropriate investment strategies based on client's needs and investment opportunities
Market appropriate wealth management services/products to clients
Prepare and deliver presentations to clients and prospects
Attend FC meetings and continuing education sessions to stay current about products, services, and policies
Comply with all industry rules and regulations
Track record of successful work experience for a period of three to five years
Ability to acquire US and local registration, and any additional licensing needed to assist in building a career as an FC
Ability to communicate effectively with coworkers and clients
A bachelor’s degree is preferred with five years of business experience and proven success in a previous career

Financial Consultant Financial Center FCG Resume Examples & Samples

Provide a broad range of financial consulting/planning services to our individual customers/participants at our New YorkFinancialCenter ensuring asset retention and growth
Sale and delivery of all products and services including retail mutual funds, annuities, IRAs, 529 and 403b plans, life insurance and others
Bachelor's degree and a minimum of 7 - 10years industry experience

Assoc Financial Consultant Bangor Maine Resume Examples & Samples

Attainment of series 7 within 90 days of employment
Bachelor's degree and a minimum of 2 - 5 years industry experience
NASD Series 6 and 63 required, Registered Representative with all applicable state insurance licensing (life, health and accident)

Senior Financial Consultant, AIS Resume Examples & Samples

Metrics include meeting revenue growth or retention goals, objectivity, distinctiveness and productivity standards, and effective use of available resources to deliver appropriate client focused solutions
Responsible for asset consolidation or retention activities, including recommendations and allocations for selected participants providing clients with a single point of contact during the sales process
Increase and maintain TIAA-CREF business by establishing, expanding and maintaining relationships with participants by guiding them to the appropriate sales or retention solution
Provides direction, guidance and possesses the ability to influence business partners in a positive manner. For sales consultants, this influence promotes healthy, consistent lead flow generation through one on one interaction and team meeting settings
Excellent verbal and written communication skills. Possesses the ability to ask appropriate probing questions and influence the direction of each communication
NASD Series 6 and 63, as well as current Insurance licensing, including ability to be licensed at date of hire in 51 jurisdictions. Must obtain Series 7 and Series 66 license within 120 days of hire as condition of employment
Comprehensive knowledge of the financial environment including legislative and regulatory environments and familiarity with estate planning, retirement planning and tax issues
Working knowledge of financial products and services,
Ability to adjust work hours to meet the needs of clients

Financial Consultant Resume Examples & Samples

Sales-oriented especially in new CIF acquisition and good human interaction skills
Self-confident, ambitious, willing to take challenges
Sales experiences in banking/finance service fields are plus
Able to work under pressure and high efficiency

Financial Consultant Resume Examples & Samples

Series 7 and 66 registrations, or equivalent
Jurisdictional registrations must match that of the advisor(s) supported
4 years professional administrative experience, including 1 year of experience in the securities industry

Financial Consultant Resume Examples & Samples

University graduated
Good communication & customer service attitude
Good team work and open mind
Good at numbers, accounting knowledge
Can work under pressure, responsible, aggressive
Familiar with computer key-in & MS-office
English fluency in spoken is plus

Senior Financial Consultant Resume Examples & Samples

Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Principal; This individual gains an understanding of the client’s financial, business and family goals
Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Tax Manager or Principal
Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
BA/ degree in Fin, Econ, Business, Accounting preferred, MBA a plus; CPA, law, or securities desirable
2 yrs exp w/ , fiduciary tax issues, investments, consulting or compliance in an accounting, financial
(Exp Continued) (EXP Continued): financial & estate planning, philanthropy and/or investment counseling. Knowledge of entity tax; client service orientation combined with creative problem solving skills, strong written and verbal communication skills; ability to manage personal time, effort and work

Financial Consultant Resume Examples & Samples

Provide a broad range of financial consulting/planning services to our individual customers/participants at existing Select Market institutions ensuring asset retention and growth
Travel required 75%. Valid U.S. Driver's License
Proven ability to work within an integrated team, manage time and work independently while executing a high volume of activity to drive results and facilitate individual and institutional client satisfaction
Ability to be flexible and adapt to changing organizational and clients needs

Senior Financial Consultant Resume Examples & Samples

Role is balanced out between high level operational execution and development; and execution of strategic execution of business function activities
Keeps abreast of emerging industry trends
Maintains regular contact with peers internal and external to firm; including regulators and professional organizations
Must have strong business process management and communication skills; and in-depth knowledge of the firm and industry
Must have comprehensive knowledge of solving business problems

Senior Financial Consultant Metro Human Capital Practice Resume Examples & Samples

Maintain annual renewal reports, quarterly reports, and benefit surveys
Support communication efforts to clients (stewardship meetings, etc.) relative to financial issues
Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following

Financial Consultant Metro Human Capital Practice Resume Examples & Samples

Support financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, competitive benchmarking analysis, and employee contribution modeling
Support Renewal/Marketing Process including but not limited to
Experience with various funding types (fully-insured, self-funded, minimum premium)

Senior Financial Consultant Metro Human Capital Practice Resume Examples & Samples

Oversee Renewal/Marketing Process including but not limited to: Pre-renewal analysis and gathering of pertinent underwriting information for account specific projects
Send RFP to carriers
Provide monthly reporting of client and carrier information
Use Willis technology (such as, Willis Med) to monitor / analyze claims information and financial impact
Maintain relationships with Manager- and Director-level (Director-HR, etc.) and C-level (CFO, CEO, etc…) personnel
Maintain strong carrier relationships to enhance Willis position in the market place
Understand and can articulate to clients the Willis EB Value Proposition and EB Products and Services in order to support new business
Understands clients’ needs and can identify products and services to support needs
Comply with Willis Excellence Model (WEM) program
All other duties and project work as assigned
Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
Analytic, math and problem solving skills
Database application (Microsoft Access) skills preferred

Financial Consultant Resume Examples & Samples

The Incumbent is required to achieve the national targets/standards relative to new clients, new assets (investment & liability) accumulation to the Scotiabank Group
In addition to financial performance indicators above, the incumbent will be evaluated by their supervisor on Scotia Group relationship, community involvement including networking, quality of business, and client satisfaction
The incumbent is required to complete a weekly sales activity report that clearly indicated the number of clients interviewed and the number of calls made to potential and prospective clients. This provides the company with a daily record of the activities undertaken which will be reviewed and discussed with the Managing Director Business Development, monthly
Generate WM sales to meet regional and national fee income objectives through the profitable sale of fee-based and transactional services to emerging high net worth client markets and high net worth clients focusing on existing Domestic bank clients
Financial Consultants serve as the single point of contact for all referrals from the retail and Commercial Bank into Wealth Management. Actively pursuing Investment, Trust and Private Banking opportunities among existing Canadian Banking customers and external referral sources, Financial Consultants use Financial Planning as a primary diagnostic tool, to present customized solutions tailored to the client’s individual requirements
Deliver financial planning needs assessment across the 4 cornerstones - day-to-day banking, borrowing, investing and protection, including tier 1 (basic) financial plans
Serving as the first point of contact for WM , meet with referred and new clients to understand their financial needs and preferences through the initial financial assessment (tier 1 plan) and, depending on the level of investable assets, ensure the right level of detailed plan is completed by the appropriate person, either themselves (where permissible under law), the relationship manager or Financial Planning Consultant
Promote the team of experts' value proposition and provide total financial solutions through referrals to the appropriate relationship officers (Branch FA, ScotiaMcLeod, Financial Planner, Private Investment Counsel, SPCG Trust Officer, Will & Estate Planner, or SPCG private Banker)
Either present or facilitate the presentation of the plan to the client and as a result of the plan discussion, co-ordinate a session with the team of experts to address the areas identified in the financial plan
Ensure that the appropriate member of the team of experts is assigned to the role of Relationship Manager (i.e. Portfolio Manager, Investment Executive, Trust Officer, Taxation Specialist, etc.)

Financial Consultant Associate Resume Examples & Samples

1-3 years administrative experience is required, preferably in securities trading, operations or sales environment
Prior experience supporting financial advisors preferred
1-3 years customer service experience is preferred
Strong Computer Skills preferably on a Windows based system
Strong verbal communication skills are required

Exciting Opportunity Financial Consultant Resume Examples & Samples

At least 2 years of sales and customer service experience in a retail environment
Ability to work evenings, holidays and weekends is required (In-store branches are open 7 days / week)
Customer service experience is preferred As an industry leader, we are committed to investing in resources that set us apart from our competition. For you, this means working for a company who provides excellent technology, call desk support and training tools. You will enjoy the prestige and security offered by a large company—with the manageability of a community bank atmosphere. Most of all, you will work with a company that values and recognizes how diversity and inclusion contribute to our success

Instore Financial Consultant Resume Examples & Samples

Computer skills with the ability to work in Windows-based applications
Financial experience is not required for this position; however, retail experience is
Customer service experience is preferred

Head of Financial Consultant Resume Examples & Samples

College graduated or above; Fluent in spoken English is preferred
Five plus years of retail/financial services experience with three plus years of
Exceptional communication skills and ability to read and write English

Financial Consultant Resume Examples & Samples

Contact assigned clients and schedule appointments to review goals
Process paperwork and trades for assigned clients
Send out review cards to assigned clients
Handle routine member inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction. Report specific problems to Program Manager on an as needed basis
Ensure updated supplies of prospectus and approved advertising materials are available
Set up and maintain client files with appropriate information and in accordance with FINRA compliance standards
Maintain up to date monthly/quarterly account statements for each vendor
Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements
Complete weekly report of contacts made and sends to Program Manager weekly
Input financial planning data into financial planning software for registered representatives on an as needed basis
Provide research information to registered representatives on an as needed basis (i.e. cost basis information, product research, etc.)
Service branch referrals and TSC referrals for members with investment needs on less than $25,000
Service member inquiries regarding the InvestDaily self-directed platform including HSA linked accounts
Possess Series 7, 63 and 65, Life, Accident and Health Insurance licenses
Minimum completion of a 4-year degree in finance, business or related field required
Minimum 5 years’ experience in the financial services field. Related member service experience helpful
Proficient in MS applications such as Word, PowerPoint, Excel
Excellent working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products. Proficient in operational procedures related to member accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance

Financial Consultant Resume Examples & Samples

Help P&L leaders effectively manage to financial targets
Analyze risk dynamics
Assess the competitive environment; and
Support migration to new predictive risk models
Bachelor’s Degree in Finance, Accounting, Actuarial Studies or a related field
Insurance or risk management experience
Certified Public Accountant license

Financial Consultant Resume Examples & Samples

Minimum of 3-5 yrs. of in-depth budgeting and financial analysis experience with the ability to support business operations through key performance indicators and market trends
Strong interpersonal skills and ability to handle multiple priorities
Certified Public Accountant or Master’s degree
Understanding of Activity Based Costing

Financial Consultant Resume Examples & Samples

Assist customers by analyzing their financial needs and objectives, make appropriate recommendations, and effect sales of securities and insurance products as requested by the client
Through the profiling process identify financial needs related to banking, mortgage and other business lines. Use eRefer to introduce other business partners
Foster positive relationships with associates of the assigned banking offices and/or departments. Train, mentor and coach licensed and non-licensed bank associates
Maintain expertise in the products offered through Associated Investment Services and the Insurance Agency. Develop an understanding of the primary bank and trust products/services
Identify needs and refer customers to business Select partners
Perform other related duties as assigned or requested

Financial Consultant Resume Examples & Samples

Developing deep partnerships with retail branch employees
Effectively present brokerage, RIA and life insurance product solutions as part of a comprehensive investment plan; and
Fine-tuning prospecting and closing skills

Dynamics AX Financial Consultant Resume Examples & Samples

Leadership skills and the ability to multi-task within a dynamic workplace
Time-management skills and the ability to deliver quality results with an aggressive timeline
At least 6 months experience in configuring Financial modules in AX 2012 for a retail industry
At least 2 years experience in Dynamics AX 2012

Pno Financial Consultant San Juan Resume Examples & Samples

Prior experience leading projects either indirectly or directly with proven results
Excellent interpersonal, written, and verbal communications skills
Excellent consultation skills
Able to prioritize, plan, and conduct work independently in a multi-demand and multi-priority environment
Demonstrated ability to evaluate problems and identify business savvy solutions
Bilingual - English/Spanish

Top-r&d Financial Consultant Resume Examples & Samples

Undertaking and producing financial assessments
Ensuring timely submission of the R&D claims within government deadlines, and follow up with HMRC
Meeting clients to discuss their R&D activities, and eventually explain qualifying R&D expenditure
Assisting engineering staff with questions of a financial nature
Liaison with the corporation tax compliance team and occasionally the audit team
Progression towards project management of claims and building a portfolio of clients
Where enquiries are opened by HMRC, actively contributing to their resolution
Calculating and issuing fees
Taking a flexible approach to core working hours and a willingness to meet tight deadlines while maintaining high quality of work
Attending meetings, building and developing effective working relationships with colleagues, intermediaries and other networks to develop further opportunities and business over time
Continuously developing own knowledge and skills and to keep technical knowledge up to date
Representing the Firm at seminars, presentations and other events
An AAT or part qualified accountant, or an experienced bookkeeper with solid knowledge of UK accounts production is a core requirement
Around two years experience within industry
Experience in at least one accounting software package as used by larger companies would be useful but not essential
Experienced in working within a business unit with internal and external clients
Excellent communication (both spoken and written) and people skills with the ability to translate complex ideas into non-technical concepts
Strong numerical ability and excel skills
Curiosity, awareness and an interest in the fields of science, technology and innovation
Team player and ability to work on own initiative
Able to project a professional, credible image
Ability to demonstrate a high level of commercial awareness
Trustworthy and able to maintain confidentiality
Able to travel to clients' premises for meetings and on-site reviews as well as other offices as needed
Prepared to work extra hours when the job demands
Have the drive and ambition to make a real contribution to the future success of the R&D tax team and the Innovation and Technology Group
Willingness to travel within the UK

Senior Financial Consultant Resume Examples & Samples

Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Principal/Director; This individual gains an understanding of the client’s financial, business and family goals
Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Tax Manager, Principal, or Director
BA/ degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable
2 yrs exp dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning
(Exp Continued) (EXP Continued): Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work

Marketpoint Financial Consultant Resume Examples & Samples

Bachelor’s degree or post graduate degree in Finance, Accounting, Economics, Statistics or similar discipline
Ability to articulate ideas clearly and concisely both verbally and in writing
Ability to create compelling presentations and business cases that will influence decision making
Comprehensive knowledge of Microsoft Office applications to include Excel, Access and multi-dimensional databases
MBA or similar graduate degree preferred
Strong statistical analysis experience
SQL or other programming knowledge and experience

Financial Consultant Resume Examples & Samples

Work closely with the whole finance team & legal team on the Pre-IPO project
Give the suggestions on the related project
Other tasks assigned from the Finance Director

Financial Consultant Scotia Private Client Group Resume Examples & Samples

Generate Wealth management sales to meet regional and national fee income objectives through the profitable sale of fee-based and transactional services to emerging high net worth client markets and clients, focusing on existing Canadian Bank clients
Serve as the single point of contact for all referrals to Wealth Management from the Retail Bank, as well as other Bank Partner groups, as assigned
Actively pursuing Investment, Estate & Trust, Private Banking and Insurance opportunities among existing Canadian Bank customers and external referral sources
Use Financial Planning as a primary diagnostic tool, to present customized solutions tailored to the client's individual requirements
Meet with referred and new clients to understand their financial needs and preferences through the initial financial assessment (tier 1 plan) and, depending on the level of investable assets, ensure the right level of detailed plan is completed by the appropriate person, either themselves, the assigned Wealth management Relationship Manager or Financial Planning Consultant
Promote the Team of Experts' value proposition and provide total financial solutions through referrals to the appropriate relationship officers (Financial Planner, Private Investment Counsel, Private Banker, Trust Officer, Will & Estate Planner, ScotiaMcLeod Wealth Advisor, Retail or Small Business Banker, Commercial Banker, etc.)
Maintain and cultivate a relationship with the client through the typical sales period with the assistance of the servicing member of the WM group, although the designated WM Relationship Manager will maintain the ongoing day-to-day relationship
Create new external business sources by cultivating outside "centres of influence", associations, clubs, and using the different levels of financial planning, to bring clients into the Scotiabank Group
Sales-driven with demonstrated ability to actively source, pursue and close new business opportunities
An in-depth understanding of affluent clients' financial service needs from wealth accumulation through wealth preservation
Strong knowledge of Trust services such as Wills, Estate Planning, Executor and Trustee Services, Trusts and Agency Services including Off-Shore Trusts
Strong knowledge and understanding of investment and credit solutions
Knowledge of Wealth Management industry, our competitors and their products and services, including market segmentation and trends
A proven track record in providing client-centric financial solutions to an affluent client base, both internal and external
High networking and communication skills to effectively communicate with practitioners in the fields of law, accounting and finance
Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
Canadian Securities Course (CSC), and /or and other industry-related accreditations are highly desirable

Head of Financial Consultant Resume Examples & Samples

Five plus years of retail/financial services experience with three plus years of sales and/or service management experience
Exceptional communication skills and ability to read and write English memorandum and internal reports
Ability to assess sales opportunities, develop actionable sales plans, and ensure sales goals are accomplished or exceededAble to work under
Ability to produce sales results through both acquisition and relationship growth
Superior people management skills for acting as a coach or a mentor for the Financial Consultant teams

Head of Financial Consultant Resume Examples & Samples

BS/BA or above in Finance/Business Administration
5+ years in financial industry with strong knowledge of investment products
Proven ability to achieve business result with sound track record
Strong communication, coaching and presentation skills
A team player and eager to take initiative to drive business

Pno-financial Consultant Resume Examples & Samples

Associate Degree in Business or a related field. Bachelor’s Degree hightly preferred
Comprehensive knowledge of Microsoft Office programs
2 years or more of Healthcare industry medical claims experience
Six Sigma Green Belt or Lean Certification

Financial Analyst / Financial Consultant Resume Examples & Samples

3+ years of Financial Analysis / Accounting experience
Previous experience with Budgeting / Forecasting / Planning and Financial / Variance Analysis
Microsoft Excel proficient (Pivot Tables, Macros, Advanced Formulas, etc.)
Great interpersonal skills
Able to multitask efficiently and effectively

Financial Consultant Group Functions Resume Examples & Samples

Role serves as sole, independent Controller of VWGoA Affiliate Operations: Arizona Proving Grounds, Design Center California, Test Center California-Oxnard, Environmental and Emissions Office, Electronics Research Laboratory, Safety Affairs, Audi North America Region Test Fleet, and International Purchasing
Role serves as sole, independent Controller of Bugatti Automobiles, performing financial responsibilities on all areas of the Profit and Loss Statement: revenue, cost, and pricing
Role serves as Controller for the following Group Functions: Vehicle Logistics, Real Estate, Security, Travel, and Group Marketing
Affiliate Billing Analyst for quarterly invoicing to Volkswagen and Audi AG
Drives development and delivery of planning round and budget forecasts in the business areas
Plans Planning Round and Budget Development for areas of responsibility. Collect, analyze, discuss, and consolidate business unit; input into Planning Round
Manage financial data, forecast, and outcomes
Ensure corporate policies and procedures are adhered. Instill discipline and accountability in the use of resources. Understand and enforce corporate policies and procedures
Analyze and approve expenditures up to $100k
Provide timely and accurate management reporting for the Group Functions Organization. Understand information needs. Develop reporting to assist in target delivery. Monitor monthly performance & adjust forecast. Track all spending prior to approval. Deliver KPI’s
Provide Group Functions with financial consulting and strategic collaboration. Advise leadership on resource efficiency. Assist in business case development, ensure results are measured. Guide leadership as it details business priorities in plans, budgets and daily spending activities
Drive implementation and monitoring of agreements of shared services (between Brands and Group Functions and between the countries
Monitor, advise, and approve capital and vehicle PAR’s
Process re-design of controlling systems and procedures
Oversee and mentor the Affiliate Billing Analyst position
Performance metrics
5-7 years of experience in Finance, Controlling or related field. Automotive industry experience preferred
Bachelor's Degree in Business, Finance or Accounting
Masters Degree in Finance, Accounting or Business Administration
Communication skills – written, oral, reporting, and presentation
Analytical skills – account reconciliation, data review and analysis
Conceptual thinking skills – process-orientation, innovative thinking regarding established methods
Integration - joining people, processes or systems
Controlling skill set

Financial Consultant Resume Examples & Samples

Two or more years of analytical work related to insurance and/or employee benefits programs preferred
Intermediate knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following
Must be organized and detail oriented
Database application skills preferred
Demonstrate a commitment to building new skills

Outbound Financial Consultant Resume Examples & Samples

Utilizes client lists provided internally to prospect for new business
Will work with clients in all client segments, from mass market to potential high net worth
Assesses a client’s financial situation and personal circumstances to provide a distinctive experience and appropriate solutions aimed at instilling the confidence to grow and retain the client relationship
Leverages tools provided to profile the participant and recommend an appropriate solution based on participant life events / needs
Enters financial data into the appropriate systems in order to produce financial solutions for select clients
Executes client transaction requests, such as: transferring investment from alternate carriers; portfolio re-balancing; service needs
Proactively communicates and consults with clients directly to identify sales and referral opportunities
Counters competitive tactics while achieving metrics for the role. This includes growing overall client relationships by meeting asset growth, productivity, distinctiveness goals, client surveys, peer reviews
Follows the practical application of all compliance, regulatory, and company policies and guidelines
2+ years of TIAA-CREF experience with at least 1 year of outside financial sales/service/cold calling experience
FINRA registrations (7 & 63) and state Life/Health/Variable Annuity Insurance licensing in all 51 jurisdictions through TIAA and TIAA-CREF Life (or ability to obtain within 30 days). Must comply with all regulatory requirements and remain in good standing with regulatory agencies

Senior Financial Consultant Resume Examples & Samples

Using a variety of industry resources, maintain comprehensive knowledge base related to the investment market/offerings, insurance strategies and solutions, economic trends/capital markets and the financial needs of the client segment served. Maintain expertise pertaining to the financial needs of High Net Worth clients
Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, make appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client. As the foundation for the client profiling process, use financial planning principles utilizing MoneyGuide Pro
Build a significant fee-based business. The expectation is that fee-based revenues will reach 25% of annual production after three years and 50% after five years
Nurture strong relationships with sales team members to which you are assigned. Gain insight into the solutions they (Private Banking, Personal Trust, deliver. Serve as ambassador for the team members and the business lines they represent
Identify and solve for insurance solution needs. The expectation is that insurance revenues will reach 10% of the total after three years; 15% after five years
Ensure that transaction documentation is completed and submitted on a timely basis. Resolve as quickly as possible any problems with the trade processing activities
Operate in full compliance with internal policies and procedures as well as applicable regulations and laws
Coordinate regularly with Associated Investment Services team members to develop and implement marketing initiatives including client seminars for the purpose of increasing investment/insurance and banking customer account relationships

Pno-financial Consultant Resume Examples & Samples

Associate Degree in Business or a related field. Bachelor’s Degree highly preferred
Healthcare industry - Medical Claims experience
Bilingual English/Spanish. Excellent interpersonal, written, and verbal communications skills
Monitor groups key performance indicators including: surplus and deficit, and quality metrics to maintain healthy business relationships
Stars and HEDIS Knowledge
Experience analyzing and evaluating provider group structure and characteristics to identify the most effective approaches and strategies
Experience working with assigned groups to improve MLR (Medicare Loss Ratio) – It is known in the US as MER (Medicare expense ratio)
Comprehensive knowledge of Microsoft Office programs (Word, PowerPoint, Excel)

Financial Consultant Resume Examples & Samples

Bachelor's degree required
Minimum 7 years of experience using advanced database application skills (e.g. Microsoft Access) required
Minimum 7 years of financial analysis or banking experience required
Comprehensive knowledge of financial analysis principles gained in MBA level coursework or equivalent experience preferred
Excellent knowledge of internal operations, policies and procedures
Extensive experience in the preparation and delivery of management presentations
Excellent knowledge of financial reporting-related systems
Advanced understanding of relational database structures and techniques for leveraging data warehouse information
Strong project planning, coordination, and management skills
Demonstrated competency in strategic thinking and leadership with strong abilities in relationship management
Extremely high level of experiences using Microsoft Excel, Access or equivalent tools
Excellent verbal/written communication skills to interact with all levels of Bank personnel
Ability to build positive relationships both within the Finance Division and throughout the bank
Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel
Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications
LI-TH1

Financial Consultant Resume Examples & Samples

Conduct a broad range of on-site consulting via 1:1 meetings, planning presentations, benefit fairs and workshops to support our regional offices for new plan rollouts, sales & retention efforts, ongoing CE&A activities, and staffing support
Accountable for helping regional TIAA-CREF offices reach their goals on customer impact, financial results, and integrated teaming
Counsel participants on their retirement plans, tax deferred annuities and available investment options, recommend and facilitate new purchases and provide authoritative information upon which important personal financial planning decisions are based
Accountable for managing a travel schedule by making travel reservations as well as timely completion of expense reports in accordance and adherence with TIAA-CREF’s corporate travel policy
Timely and thorough documentation of all client activity in FCG’s record keeping system UD/SIEBEL
Bachelor's degree and a minimum of 3 years industry experience in higher education, K-12 and health care sectors preferred
FINRA registrations (Series 7, 63) and state Life/Health/Variable Annuity Insurance licensing in all 51 jurisdictions through TIAA and TIAA-CREF Life. Must comply with all regulatory requirements and remain in good standing with regulatory agencies
National travel required up to 80%

Financial Consultant Resume Examples & Samples

1) to improve client outcomes and prepare participants for retirement
2) to acquire new clients and grow individual participant assets; and
3) to grow and retain the Institutional business as the face of TIAA-CREF to participants
Travel to multiple decentralized employment sites within area raising awareness, providing general education and answering questions about the retirement plans available. This may be in 1:1, small or large group settings as well as “cafeteria style” information tables/benefits fairs
Facilitate participant enrollment process, working directly with potential participants and walking them through the enrollment process from start to completion. This may require some evening and weekend work via phone, email or in person due to availability of potential participants
Identify opportunities and support consolidation of outside of accounts to streamline participant experience, working with the client and potential third party administrators
May identify participants with more complex needs and refer participants to other parts of the organization to provide counsel
1 - 3 years Customer Service/Sales experience
NC Resident Insurance License
Initiative: Utilizes available tools and approaches for increasing knowledge and takes ownership of the client experience. Engages in effective pre-planning and research to prepare for client meetings to understand personal situation and advice that meets their needs
Ability to work in a fast-paced environment, being able to quickly adapt to changes and new business requirements
Adaptive and creative thought process to determine the best way to engage potential and current participants in light of challenges presented

Financial Consultant Resume Examples & Samples

Generate SWM sales to meet territory, regional and national fee income objectives through the profitable sale of fee-based and transactional services to high net worth clients, focusing on existing Canadian Bank clients
Serve as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management. Actively pursuing Investment, Trust and Private Banking opportunities among existing Canadian Banking customers and external referral sources. Financial Consultants use Financial Planning as a primary diagnostic tool to present customized solutions tailored to the client’s individual requirements
Represent Scotia Wealth Management to meet with referred and new clients to understand their personal goals, financial needs and preferences through the initial financial assessment (tier 1 plan) and, depending on the level of complexity and investible assets, ensure the right level of detailed plan is completed by the appropriate ‘expert’ [either the FC (where permissible under law), the Relationship Manager, Financial Planning Consultant, or the Solutions Professional]
Deliver an innovative team-based approach to Wealth Management that addresses the holistic wealth offerings, promotes the “Enriched Thinking” value proposition and provides total wealth solutions through referrals to the appropriate professional (Financial Planner, Private Investment Counsel Portfolio Manager, Private Banker, Trust Officer, Estate and Trust Consultant, ScotiaMcLeod Wealth Advisor, or Branch FA)
Utilizing a financial planning approach to uncovering client needs, present or facilitate the presentation of the wealth plan to the client and as a result of the plan discussion, co-ordinate a session with the appropriate Solutions Professional(s) to address the pertinent areas identified in the plan and ensure opportunities identified in the plan and next steps are outlined for clients
The FC will maintain and cultivate a relationship with the client through the typical sales period (generally not exceeding twelve months), although the designated Relationship Manager maintains the ongoing day-to-day relationship
Through discussions with the Advisory Market Director or National Office, make recommendations as to the professional considered to be the ‘best fit’ for the role of Client Relationship Manager (i.e. Portfolio Manager, Private Banker, Trust Officer, Wealth Advisor, etc.)
Ensure that the required sales process is followed – commencing with the use of the FC Business Planning Tool to plan/execute/evaluate goals and activities; Salesforce to record leads, prospects and sales opportunities for pipeline management and other tools/systems as required to track closed deals
Create new external business sources by cultivating outside "Centres of Influence", associations, clubs to bring clients into the Scotiabank Group

Senior Financial Consultant Resume Examples & Samples

Oversee Renewal/Marketing Process including but not limited to
Six or more years of analytical work related to insurance and/or employee benefits programs preferred
Underwriting experience a plus

Financial Consultant Scotia Wealth Management Resume Examples & Samples

Generate WM sales to meet regional and national fee income objectives through the profitable sale of fee-based and transactional services to emerging high net worth client markets and high net worth clients, focusing on existing Domestic Bank clients
Serve as the single point of contact for all referrals from the retail and Commercial Bank into Wealth Management. Actively pursuing Investment, Trust and Private Banking opportunities among existing Canadian Banking customers and external referral sources. Financial Consultants use Financial Planning as a primary diagnostic tool, to present customized solutions tailored to the client’s individual requirements
Deliver financial planning needs assessment across the 4 cornerstones - day-to-day banking, borrowing, investing and protection, through tier 1 (basic) financial plans
Serve as the first point of contact for Wealth Management, meet with referred and new clients to understand their personal goals, financial needs and preferences through the initial financial assessment (tier 1 plan) and, depending on the level of complexity and investible assets, ensure the right level of detailed plan is completed by the appropriate ‘expert’ [either the FC (where permissible under law), the Relationship Manager or Financial Planning Consultant]
Promote the ‘Team of Experts' value proposition and provide total wealth solutions through referrals to the appropriate relationship officer(s) (Financial Planner, Private Investment Counsel, SPCG Private Banker, SPCG Trust Officer, Will & Estate Planner, ScotiaMcLeod Wealth Advisor, or Branch FA)
Present or facilitate the presentation of the wealth plan to the client and as a result of the plan discussion, co-ordinate a session with the appropriate Team of Experts to address the pertinent areas identified in the plan
Ensure that the appropriate member of the Team of Experts is assigned to the role of Relationship Manager (i.e. Portfolio Manager, Private Banker, Trust Officer, Wealth Advisor, Taxation Specialist, etc.)
Ensure that the sales process is completed, all opportunities (particularly off-us balances) identified in the financial plan have been pursued and completed where appropriate, and next steps outlined for the client
The FC will maintain and cultivate a relationship with the client through the typical sales period with the assistance of the servicing member of the WM group, although the designated Relationship Manager maintains the ongoing day-to-day relationship
Create new external business sources by cultivating outside "Centres of Influence", associations, clubs, and using the different levels of financial planning, to bring clients into the Scotiabank Group
An in-depth understanding of affluent client’s financial service needs from wealth accumulation through preservation
A strong knowledge and understanding of multi-need financial planning
Strong knowledge of Personal Trust services such as Wills, Estate Planning, Executor and Trustee Services, Trusts and Agency Services including Off-Shore Trusts
Strong knowledge and understanding of investment and credit products and services
Knowledge of Wealth Management industry, our competitors and their products and services, including market/customer segmentations and trends
A proven track record in providing client-centric wealth solutions to an affluent client base, both internal and external
High quality networking and communication skills to effectively communicate with practitioners in the fields of law, accounting and finance

Financial Consultant Resume Examples & Samples

Prior forecasting and planning experience
Comprehensive knowledge of all Microsoft Office applications – Advanced level in Excel and Access with ability to create databases
Must have strong analytic and problem solving expertise
Experience with Visual Basic & ability to write code
Prior experience in a managed care/healthcare setting

Financial Consultant Resume Examples & Samples

Analyzes proposed plans including pricing, products, programs, and investments to determine costs and profit; analyzes results of proposals implemented
Conducts research and complex studies involving financial analysis, strategic planning, and cost allocations. Prepares management reports and makes presentations on study results
Prepares the evaluation of transfer pricing methods and pricing alternatives
Periodicaly reviews and evaluates actual financial performance of the Bank's business units and performs variances analysis relative to plan
Analyzes and interprets financial data and compiles statistical reports on current financial developments, financial policies and plans, and significant organization developments
Assists in the development and implementation of customre and product profitability in conjunction with various other units
Researches relevant business developments in the organization and/or within the industry
Assists with the integration of acquired entities into the unit profitability reporting and budgeting proceses
May plan, conduct and supervise long term projects
Master’s/Advanced Degree Preferred
Preferred license(s) or certification(s) CPA
Years of functional/professional experience: Seven to ten years of experience in banking/financial services industry preferred; Six to eight years of financial analysis experience
Thorough knowledge of financial and cost accounting, financial analysis and principles of economics
Thorough knowledge of financial institution balance sheet and profit and loss analysis techniques
Thorough understanding of regulatory issues such as capital issues and GAAP accounting issues as they relate to the banking industry
Thorough understanding and application of principles, standards, industry practices, techniques and concepts, as well as contributing to the development of new concepts, techniques and standards
Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results
Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-depth evaluation of variable factors

Associate Financial Consultant Resume Examples & Samples

Manage Marketing and Renewal processes for assigned clients
Manage the project time-line for marketing projects and annual renewals
Meet with Client Service Team to understand the client needs and requirements
Review client census data to ensure consistency with carrier data and reconcile with invoice, if needed
Obtain pertinent information (plan designs, claim experience, enrollment history) from the carrier to conduct marketing or renewal
Uopload data accurately into system to generate a request for proposal (RFP) for marketing
Review marketing results to ensure consistency with requested proposals and modify if needed
Request renewal for the carrier and analyze options
Model the cost impact of plan variances
Model employee contribution scenarios
Create benchmarking reports
Contribute to client deliverables; including spreadsheets and presentations reflecting results and options
Work with clients and carriers as directed by manager and/or client service team via telephone and email
Manage reporting needs for assigned clients
Request data from the carrier and coordinate internally to create a quarterly or semi-annual dashboard report
Manipulate and organize data as needed for financial analysis, client reporting, and forecasting
Develop technical expertise
Acquire on-the-job knowledge of industry concepts, tool and resources
Develop an awareness of the insurance carrier and vendor marketplace, and build relationships with carrier partners
Attend seminars, meetings and/other educational events to increase understanding of trends, regulations and developments in the market
Participate in internal and external technical training opportunities
Gain an understanding of the Willis Towers Watson tools and resources
Manage internal compliance standards and record-keeping
Contribute to and/or manage ad-hoc projects as directed by management
Conduct research
1 to 3 years of analytical work related to group insurance and/or employee benefits programs preferred
Familiarity with employee benefit plans (medical, dental, life, disability, state disability, voluntary, COBRA and FSA administration) preferred
Strong analytic, math and problem solving skills
Strong project management and time management skills
Proficiency with Microsoft Word, Power Point, as well as navigation within the Internet
Strong Excel skills
Life & Health Insurance License required within 90 days of employment

Financial Consultant R&D Resume Examples & Samples

5 years of experience
Long-year experience in budget planning
Extended knowledge of R&D processes and PEP
Good knowledge of procurement processes
Excellent knowledge on project planning tool PROMPT)
Excellent office knowledge (incl. ThinkCell)
Good system skills (COIN, AVS, AWS portal, Planen BM)
Working experience in R&D

Senior Client Financial Consultant Resume Examples & Samples

Support financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, and employee contribution modeling
Maintain annual renewal reports, monthly reports and quarterly reports, which includes providing monthly reporting of client and carrier information
Calculate and develop Incurred But Not Reported (“IBNR”) reserves, underwriting projections, rate development, actuarial plan impact, Pharmacy Benefit Management analysis, and claims repricing analysis
Pre-renewal analysis and gathering of pertinent underwriting information for account specific projects
Prepares exhibits and illustrations used to develop various financial strategies for employer groups
Prepare proposal data into Willis Towers Watson's format for presentation to clients making recommendations
Maintains client specific models to assist in the economic analysis of market alternatives
Prepares the financial exhibits and commentary for client presentations, supports the new business and renewal quoting process for the team
Use Willis Towers Watson technology to monitor / analyze claims information and financial impact
Maintain relationships with Manager- and Director-level personnel (Director-HR, etc.)
Support client retention ratio at or above the targeted goal
Maintain strong carrier relationships to enhance Willis Towers Watson position in the market place
Understand and articulate to clients the Willis Towers Watson Human Capital Benefits (HCB) Value Proposition and Human Capital Benefits (HCB) Products and Services in order to support new business
Understand clients’ needs and identify products and services to support needs
Comply with internal compliance standards and documentation protocol
Bachelor’s degree required
Life & Health license
Five or more years of analytical work related to insurance and/or employee benefits programs
Underwriting experience
Proficiency with Microsoft Word, PowerPoint

Head of Financial Consultant Resume Examples & Samples

Must be a graduate of Business Course or any related discipline
MBA Degree is an added advantage
Must have at least 8 years of experience in branch operations and sales management preferably gained from a financial institution, FMCG companies, logistics industry or any service companies
Must have strong background in Marketing and Sales operations
Has proven leadership capacities with excellent communication, negotiation and interpersonal skills

Senior Financial Consultant, AIS Resume Examples & Samples

Engaging clients in exploratory (Discovery) conversation to gain an understanding of their financial position and needs
Works with clients to find opportunities to expand their engagement with TIAA
Assists clients through account rollovers, investment transactions, money movement
Coordinates with appropriate business partners
Resolves issues for clients; demonstrate strategic thinking when pursuing issue resolution and end objectives
Demonstrates advanced consultative sales skills including consistently matching level of content and varying tactics with participants to clarify understanding during interactions

Empire State Financial Consultant Resume Examples & Samples

Accountable for making TIAA-CREF the primary relationship (first call) for customers in need of distinctive advice, products and services related toachieving their long-term financial goals
Bachelor’s degree and a minimum of3-5 years industry experience
Travel required. Valid U.S. Driver’s License

Financial Consultant Resume Examples & Samples

Evaluate clients financial needs, current holdings and help them identify their investment objectives
Monitor portfolios of existing clients, offer financial planning and provide information on investments and make suitable recommendations based on the Raymond James universe of products
Explains the organization, participants, and functions of various securities markets and the principal factors that affect them
Obtains and verifies the client’s purchase and sale instructions, enters orders, and follows up on completion of transactions
Work to acquire additional assets that the client may have held away from the firm
Ensure firm and regulatory policies are followed within compliance standards
Basic principles and methods for showing, promoting, and selling products or services
Effectively communicating with clients over the phone and through various electronic communication
Preparing and delivering clear, effective, and professional presentations
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases
Operating standard office equipment and using required software applications (Microsoft Suite of products, Thompson One) to perform research and produce e-mails, memos, spreadsheets and reports
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities
Use appropriate interpersonal styles and communicate effectively, both orally and writing
Establish and maintain effective working relationships with clients
Provide a high level of customer service
Bachelor’s Degree (B.A.) from a four-year college or university preferred, and a minimum of two (2) years working experience, including sales (preferably intangible), financial planning or business experience demonstrating achievement preferred

Ccb-financial Consultant Resume Examples & Samples

At least two years of financial services or brokerage experience required
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) and various file manipulation skills on a PC
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

Financial Consultant Resume Examples & Samples

Develop and deepen relationships with existing non-engaged clients and prospects via the telephone. This includes developing rapport and driving a needs based discussion to engage clients in an effort to understand their short and long-term financial needs. Leverages financial planning tools to provide comprehensive advice to clients and prospects based on financial needs. Recommends suitable products from streamlined list of product solutions. Manages the initial relationship with the client and facilitates the handoff to the Client Relationship Manager team
Manage work/time to optimize client interactions. Includes: preparing for sales calls to clients, placing outbound calls to existing clients/prospects, gathering and documenting information to ensure compliance requirements are met, facilitation of appropriate business processes and the monitoring of interactions and next steps
Acquire clients from personal network and client referrals through delivery of high quality client experiences
Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date
High school or equivalent
1-3 years financial services experience
Current FINRA Series 7
State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
Must have or obtain Life, Accident and Health Insurance license within 30 days of hire date
Proficient in financial services products/services
High level of confidence, perseverance, and a strong desire to achieve
Previous sales experience required
Robust consulting, influencing and client engagement skills
Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand
Outstanding verbal, written, and listening communication skills
Very strong negotiating and closing skills
CFP, CRPC

Senior Financial Consultant Resume Examples & Samples

Proactively communicate and consult with clients to identify sales and asset retention opportunities
Focus on new and existing TIAA clients at any level not serviced by the Wealth Advisory Team
Assists in the understanding and completion of our online financial planning tool (Direct Managed Account)
Achieves established metrics for the role; which may include but not limited to Asset Growth, Close Ratio, Distinctiveness and Cross Sell goals
Follows practical application of all compliance, regulatory, and company policies and guidelines

Claims Financial Consultant Resume Examples & Samples

Collecting, manipulating and analyzing large quantities of data
Understanding the financial drivers of business results and using them to develop analyses and prioritize work
Creates advanced Business Objects queries and reports, utilizing complex variable creation, multiple queries and other advanced techniques
Collaborate with business and project leaders to recommend, implement, track, and report on financial process improvements
Develop discipline-specific financial models for use in long- and short-term business planning, projects and analysis
Assist developing predictive financial models
Bachelor's Degree in a Technical area of study including Finance, Mathematics, Industrial Engineering preferred
Related work experience of 1 to 3 years
Strong proficiency in data acquisition and manipulation applications (MS Access, Business Objects, SAS, SQL Developer)
Knowledge and application of advanced mathematical concepts to solve problems and prepare data for analysis
Experience using financial modeling tools, predictive modeling (Excel, SAS, R) a plus
Teamwork and interpersonal skills demonstrated by the ability to work successfully on cross-functional teams
Bilingual candidates are encouraged to apply
Self-starter with motivation and discipline to complete work on time with limited oversight
Ability to work on multiple projects concurrently
Military candidates are encouraged to apply

Financial Consultant Resume Examples & Samples

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
Exceptional knowledge of investment products
Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools

Financial Consultant Program Resume Examples & Samples

You have superb interpersonal and communication skills, and are enthusiastic to interact with our customers
An aptitude for sales to proactively uncover needs while interacting with our clients
Consistent attention to detail and prioritization ability
Ability to empathize with and understand the perspectives of others, allowing you to build genuine relationships with others

Financial Consultant Resume Examples & Samples

Develops long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions
Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools
Quarterbacks the client relationship; educates clients on tools including products, guidance channels, service and trading
Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities
CFP, CRA or CMFC a plus
Series 7 & 63 required prior to hire
PC Skills and systems knowledge

Financial Consultant Program Resume Examples & Samples

Acts as a primary counter rep (triage walk-ins)
Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments
Coordinates overall schedules and appointments for the Financial Consultants and lobby
Fulfills client transactional informational and service needs
Sets up, inputs and enters data to the brokerage and shareholder systems which includes account maintenance, processing checks, disbursements, securities, TOAs, priority new account set up conduit to processing groups, cashiering, adjustments, etc
Responsible for customer literature supplies and inventory management
Responsible for arranging payment for incidental branch expenses
Handles outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, etc
Processes checks, disbursements, securities, TOAs and priority new account set ups
Acts as a conduit to processing groups, cashiering, adjustments, etc
Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies
Serves as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements
Assists with seminar preparation and enrollment and presents basic seminars
Responsible for fundamental guidance (simple planning, appointments)
Identifies additional customer needs and introduces additional Fidelity products and services
Provides investment information/guidance to Mass Market
Works closely with manager and other representatives to recognize opportunities to retain and build Fidelity assets
Prior customer service, sales, or phone experience required
Experience or strong interest in sales required
Series 7 preferred (required within 6 months of hire)
Series 63 preferred, required within 90 days of passing the series 7 exam
Insurance License desired
Banking, insurance, or financial experience preferred
Superb interpersonal, customer interaction, and communication skills are needed
PC/Windows experience required

Financial Consultant Program Resume Examples & Samples

Superb interpersonal, customer interaction, and communication skills
An aptitude for sales to proactively identify leads
Computer literacy and experience working with multiple applications in the past

Financial Consultant Resume Examples & Samples

Direct sales experience working with high net worth clients
Previous experience in financial services
Ability to complete complex financial plans and guidance
Ability to manage relationships with clients and build trust and rapport

Financial Consultant Resume Examples & Samples

You have excellent communication & presentation skills
Your sales experience working with high net worth clients in financial services
Your keen ability to build trust and rapport with clients and manage relationships

Financial Consultant Resume Examples & Samples

Your direct sales experience working with high net worth clients
Your ability to complete complex financial plans and guidance
Your ability to manage relationships with clients and build trust and rapport

VP, Financial Consultant Resume Examples & Samples

Develop existing client relationships to retain and increase total assets, revenues and profitability
Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals
Effectively create the best possible customer experience and meet the clients' broad range of investment needs
Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode
Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients
Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services
Must have at least ten years financial services experience, with 7-10 years of sales experience
Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)
Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required
The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action
Strong coaching and management experience preferred, especially working in a virtual team
Understanding of operational, compliance and risk issues in the brokerage business

Investor Center Financial Consultant Resume Examples & Samples

Identifies, executes and follows up on opportunities to gather additional client assets while engaging in client centered discussions
Initiates customer relationships through prospecting, lead utilization, local market and community involvement. Helps develop and execute the local market development plans through one on one client meetings and seminars
Leverages tools and resources available to proactively initiate, drive and maintain client engagement. (I.e. Book of Business, email and marketing tools)
Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interest
Educates outbound prospects or current clients to use technology and channels to monitor, maintain, service and manage their investments
5 + years of direct sales experience working with high net worth clients
7 + years of work experience
Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

Financial Consultant Resume Examples & Samples

Work collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs
Build a book of business, market share and share of wallet by acquiring new clients and referrals
Effectively create the best possible customer experience and meet the clients' broad range of needs – through in-depth discussions regarding Investment Strategy, Retirement Planning, Income Protection, Asset Protection and Family Conversations
Leverage phone service team to increase client's understanding of the benefits and usage of the service mode
Leverage the expertise of the Fidelity organization including key product and service groups with HNW (High Net Worth) clients
Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services primarily through phone based interactions in the Regional Center
Must have at least five years financial services experience, with 3-5 years of sales experience
Series 7 & 63 Securities Licenses required prior to hire
Series 66 (63/65) and Insurance Licenses preferred (or to be obtained upon hire)
In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning
Demonstrated consultative selling skills, Investment Consultation and Financial Planning
Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

Financial Consultant Resume Examples & Samples

Closely coordinate with China Bank Private Banking Relationship Managers to deliver sales objectives through a structured referral system
Stand as product specialist for the high net worth clients and provide relevant market and technical information to Private Banking Relationship Managers
Implement plans to harness long-term opportunities in the assigned geographic area; and
Generate and submit all reports requested by management timely and accurately
Must be a College graduate from a reputable university
At least 2-4 years of experience in a sales management role
Highly knowledgeable in investment, stocks, market & economic outlook
Experienced in dealing with High Net Worth Individuals (HNWI)
Personable, with above average presentation skills
Must be self-driven and highly motivated

Personal Financial Consultant Resume Examples & Samples

Preferably has a Diploma with 2 years of sales experience or a degree
Prepared to have flexible working hours that may include working on weekends
Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Branch Relationship Manager position

Financial Consultant Program Resume Examples & Samples

Your interpersonal and communication skills are unmatched, and you are enthusiastic to interact with and advocate for our customers
You have a fundamental understanding of the planning process, and your ability to educate allows you to naturally uncover your customers’ needs
Your professionalism and polished communication style are compatible with high net worth clientele

Financial Consultant Resume Examples & Samples

Develop, perform and manage the analyses of business and financial metrics as well as performance measures
3+ years of finance and/or accounting experience
Hyperion Essbase and/or Planning
Prior work experience in financial reporting and forecasting
Ability to work collaboratively and influence across a matrix environment

Senior Financial Consultant Resume Examples & Samples

Manage the E&I affordability reporting process
Preparation of materials for Senior Leadership during the Budget, Forecast, Earning Release, Board of Directors and Investor Conference
Partner with Healthcare Economics (HCE) to inform their medical forecasts
Bachelor degree in Finance or Accounting
4+ years of progressive professional experience in finance and/or accounting
Strong communication skills with all levels within an organization
Expert level of proficiency with MS Office (Excel, PowerPoint)
Experience with managing the E&I affordability reporting process

Financial Consultant Resume Examples & Samples

Prepare provider income statements
Reconcile, analyze and review network income statements in preparation for month end close
Research stakeholder questions and provide solutions
Document process changes and procedural documents
Coordinate with other teams both internally and externally involved with the process
Must be comfortable working with complex Excel spreadsheets, calculations, and pivot tables
Assist in developing and maintaining clear communication channels with key stakeholders both internally and externally
Skilled at problem solving, follow-through and resolution
Ensure sufficient documentation is available (and provided) to support audits including current/historical documentation of operational procedures and incentive records
Perform analyses of issues, participate in development of potential solutions, and make recommendations to ensure accurate and timely resolution
Recommend and drive process improvements
Generally work is self-directed and not prescribed
Experience with financial operations is beneficial
Other projects as assigned
2+ years of financial and operational management experience
Advanced level of Proficiency with MS Excel
Financial acumen and P&L management skills
Prior work experience anticipating accounting, financial reporting, forecasting, and operational issues, assessing their implications, and developing and implementing an appropriate action plan

Senior Financial Consultant Resume Examples & Samples

Collaborate with cross-functional teams in conjunction with CMS Bid and MLR Forecast processes
Develop and manage SG&A financial models in support of CMS Bid planning and MLR forecast processes
Provide financial analysis, reporting and audit support
Provide reconciliations of Bid financials and MLR financials with GAAP financials, as needed
Provide and assist in implementing process improvements
Develop and document business, analysis and reporting requirements
Ad hoc projects, as needed
Bachelor's degree in Finance, Accounting, or related discipline
5+ years of relevant financial analysis or accounting experience including: preparing financial reports, performing financial and variance analysis, and financial modeling
Advanced skills in MS Excel
Knowledgeable of GAAP
Hyperion Essbase and PeopleSoft Financials experience
Presenting recommendations to management

Financial Consultant Resume Examples & Samples

Understand the UnitedHealth Group financial process and become an active participant in the management of its financials
Analyze and report on financials and partner with senior leaders to collaboratively manage budgets
Assist with periodic forecast and budget creation for business leadership
Forecast staffing needs and partner with project managers, subject matter experts and leadership to develop workforce tools
Collaborate with segment finance to understand and demonstrate complex concepts in ways that lead to understanding by a variety of audiences
Conduct cost-benefit analysis, calculate cost impact, summarize and present to a larger audience
Act as finance liaison for the delivery of SG&A budget and forecast
Provide necessary cost analysis and support to Segments Finance, Regulatory, Legal, Tax, UHG Finance and outside consultants (such as Accenture, KPMG and Price Waters Coopers)
Provide finance support to Underwriting and Pricing process
Assist in External and Internal Benchmarking
Assist with identifying, analyzing and driving cost savings into the organization
Assist in the negotiation of affiliate expenses and create SLA agreement with intersegment organizations
Assist with monthly close research and analysis
Manage independent projects and working directly with Sr. Management throughout Finance and UHG
Various ad hoc analyses and reports as necessary
Bachelor's degree in accounting or related field
4+ years of financial and operational management experience
Exceptional financial acumen and P&L management skills

Financial Consultant Resume Examples & Samples

Analyze and report on financials and partner with leadership to collaboratively manage budgets
Prepare budget, forecasts and manage monthly spend for capital programs
Assist in managing the Investment Committee review and funding processes, working cross-functionally with technology program teams and leadership
Work with capital program teams to build business cases and validate benefits
Participate on special projects
Produce monthly and ad hoc reports, variance analyses, financial modeling and any supporting schedules
Bachelor's degree in Accounting, Finance or related discipline
3+ years of accounting or finance experience including financial and variance analysis
Advanced level of proficiency with Excel
PeopleSoft and/or Hyperion Essbase
Experience performing financial modeling
Presenting recommendations to management/senior leadership

Financial Consultant Resume Examples & Samples

Create and maintain complex financial modeling and analysis using Access and Excel
Work with internal and external customers to obtain and validate data and information
Support processes development for the measurement model and related reporting and forecasting
Obtain an understanding of Revenue Cycle Management initiatives and other business drivers to assist with forecast and budget creation. Analyze and report on forecast variances as they arise
Collaborate with cross functional teams to understand and explain complex concepts in ways that lead to understanding by a variety of audiences
Bachelor's degree in Accounting, Finance, or related discipline
3+ years of accounting, finance, or related work experience
Demonstrated experience identifying and/or explaining trends/variance analysis
Advanced level proficiency with Excel
Experience developing financial reports and performing cost benefit analysis (CBAs)
Access and/or SQL experience
Proficiency utilizing PowerPoint

Senior Financial Consultant Resume Examples & Samples

Lead forecast, budget, month-end financial review/reporting, segment allocation and minimum loss survey processes
Work with business to understand strategies, initiatives, priorities, cost drivers, benefits
Ensure that forecasts, budgets, financial reporting, business cases, staffing models, segment allocations, and minimum loss ratio surveys are based on sound assumptions, data, models, tools and processes, with appropriate quality control
Review Requisitions and coordinate with teams to validate needs and budgets
Review contracts and intersegment agreements prior to approval
Undergraduate degree Finance, Accounting, and/or related discipline
4+ years of financial and/or accounting experience performing financial planning and analysis, financial modeling, developing annual forecasts and budgets, identifying and explaining trend/variance analysis
Experience making presentations and recommendations to leadership
Prior Healthcare Experience
Experience developing cost benefit analysis (CBAs)
Experience using Hyperion Essbase and/or Peoplesoft

Financial Consultant Resume Examples & Samples

Understand and incorporate industry specific metrics into reports to highlight relevant trends and support fact - based business decisions
Produce clear, well - formatted reports that communicate a clear, compelling message for their stakeholders
This position Supports and Partners with the Florida CFO
Minimum of 6-8 years of financial and operational management experience
Bachelor's degree in accounting or finance or equivalent work experience

Financial Consultant Resume Examples & Samples

Forecast development
Monthly financial reporting
Model development and project valuation
Provide input for planning activities
Determines cost of operations through development and implementation of standardized metrics
Variance analysis, including making recommendations to leadership for performance improvement
Develop process flows and participate and process improvement
Complete analysis on upcoming trends, schemes, or cases
Outline requirements new/existing analytics
Act as a resource for Claims/Case research pertaining to fraud, waste and abuse
Uses pertinent data and facts to identify and solve a range of problems within area of expertise
Use advanced statistical and inferential analysis programs to provide specialized data analysis
Select, recommend and apply appropriate analytic and statistical methodologies and techniques to execute against an analysis plan or research objectives
3+ years accounting and/or finance experience
Demonstrated experience developing financial models, performing financial and variance analysis, and generating financial reports
Previous healthcare industry experience
Have used Peoplesoft, Essbase, and/or SQL
Presenting recommendations to leadership/management

Financial Consultant Resume Examples & Samples

Analyze pricing requests and develop recommendations that meet profitability and business goals
Seek approval from appropriate level of management for pricing recommendations
Maintain knowledge of market trends, competitors, and industry changes to make effective pricing decisions
Review financial results to assess price performance related to financial and sales goals, and make adjustments to pricing structure and model to maximize performance
Create and maintain cost models based on operations and allocations, tied to the product P&L
Work with matrix partners to determine correct solution, resources, contractual terms, and price and a deal by deal basis
Assist with creation of client level P&Ls
3+ years of accounting and/or finance experience
Experience performing financial and variance analysis, financial modeling, and preparing/generating financial reports
Intermediate level of experience working with MS Excel
Experience with SQL and/or Access
Prior work history working in the healthcare industry

Financial Consultant Resume Examples & Samples

Develop sampling methodology
Prepare final report of findings
Previous government or grant experience
Knowledge of OMB guidance, specifically, but not limited to 2 CFR 200, A-21, A-122, A-110, A-123,A-133, IPERA
Previous payment testing experience
Audit experience
Experience documenting workpapers
Preferred - cost allowability experience
Word, Excel, Adobe pdf
Experience performing analytical review steps
Comfortable with executing repetitive testing tasks
Government financial experience management or audit experience is a plus
Interpersonal, communication, and organizational skills
Ability to work under pressure (volume of work and deadlines)

Long Term Services & Supports Financial Consultant Resume Examples & Samples

Lead projects involving Medicaid LTSS provider fee development methodologies, including researching and validating appropriate data sources for use in fee modeling
Review Medicaid LTSS/HCBS waiver and policy documents to determine fee impacts, facilitate discussions related to methodology and the modeling process
Support and facilitate stakeholder (e.g., provider associations, advocates, participants, family members) communications
Ensure regular communication with our client(s) to review project status and expectations; provide expertise and insight to the client and team to solve potential problems within the project
Build relationships with client/stakeholders
Manage client work flow and work products, including development of assumptions, research, program knowledge, client communications and peer review
Continuously develop expertise in health policy, including financial and operating aspects of Medicaid programs, federal regulatory issues and health care reform
Be responsible for the project resource management, including: identifying and securing staff resources; ensuring work is leveraged to the right skill and career level; and providing team members opportunity to develop skills and expertise
Identify opportunities to grow new business
Minimum 7 years of relevant experience required
Prior experience with Medicaid fee-for-service, provider fee schedules, particularly for LTSS (e.g., residential group home services, home health, personal assistance services) or mental/behavioral health services
Knowledge of Medicaid HCBS, HCBS definitions, provider qualifications and Medicaid HCBS regulations to develop provider payment fees
Strategic/critical thinker
Prefer a willingness to be located in one of our four primary offices

Financial Consultant Resume Examples & Samples

Recommends benchmarks for measuring the financial and operating performance of divisions and departments
Supervises, sets team direction, resolves problems, and provides guidance to the budget and forecast staff
Works with department managers and corporate staff to develop five year and ten year business plans for the company
Produces Corporate reporting requirements for budgets and forecasts
Establishes and implements short and long range departmental goals, objectives, policies, and operating procedures
Performs all other related duties as assigned
Bachelor’s degree in Business, Accounting, Finance, Economics (4 additional years of comparable work experience beyond the required years of experience may be substituted in lieu of a degree)
4-7 years of professional experience in a data analysis, finance, or accounting role
Intermediate level of proficiency with MS Access
Knowledge of principles of financial management sufficient to direct professional staff and the ability to develop annual budgets, analyze financial data and patterns and prepare financial statements
Ability to deal with ambiguity and drive results
Master’s degree in Accounting or Business Administration
Beginning to intermediate proficiency using PeopleSoft

Financial Consultant Resume Examples & Samples

Provide active financial modeling and support to the PHGT Global P&L in all processes; forecasting, AOP, strategic planning, and ad hoc analysis. This includes developing solid, supportable assumptions related to revenue trends, new product, competition, market penetration, market growth, replacements, etc
Develop positive business partnering relationships with PHGT Marketing and R&D Directors and teams. Effectively influence the decision-making process by taking initiative to communicate appropriate courses of action backed by sound financial analysis
Work closely with functional team members, develop financial metrics for measuring significant project profitability and viability, and provide fact-based meaningful conclusions and recommendations. This includes creatively mining and analyzing information to assess major initiatives
Understand Marketing initiatives and spend; recommend spend to support business strategies
Provide financial project and cost center spend support: reporting, analysis, and planning/forecasting. Guide spend to GAAP, budget, and all company policies. Review results and forecasts with Finance management
Actively build/support market models supporting strategic plan. Ensure the coordination of strategic plan revenue assumptions with new product development assumptions (NPV’s)
Maintain NPV’s to analyze current and potential investments within the portfolio, indication expansion, and external opportunities
Develop ad hoc reporting and analysis for special projects and management requests
Participate in cross-functional R&D Core teams as Finance representative. Model new product gross margin, including solid assumption-based revenue, cost of sales, OPC development costs, etc. Search for potential areas of exposure and recommend risk mitigation
Participate in cross-functional new product launch teams; optimize launch related expenses, minimize obsolescence with phase-in/phase-out launch designs, build optimal new product distribution plans. Monitor account and procedure adoption
Partnering with director on Business Development projects
BA/BS degree in Finance or Accounting
10+ years of accounting/finance experience in a global organization with a Bachelor's Degree; or 8+ years of accounting/finance experience in a global organization with an MBA
CPA/MBA
Proficient in Business Objects, Hyperion (GFS, SPEND), SAP, or strong aptitude to learn
Spotfire Analytics
Experience providing financial support to Sales & Marketing
Strong initiative, critical thinking, and analytical skills

Financial Consultant Resume Examples & Samples

10+ years of overall finance experience with some experience working in financial planning, strategic planning, or FP&A support with a Bachelor's Degree; or, 8+ years of overall finance experience with some experience working in financial planning, strategic planning, or FP&A support with a Master's Degree
Proficient in Microsoft Excel and PowerPoint
Strong ability to work in financial/reporting systems (e.g. GFS, Spend) and knowledge of project accounting
Team player and collaboration skills
Strong verbal and written communication skills (slide writing)
Strong strategic and business modeling mindset
Must be able to handle multiple tasks/projects and manage priorities accordingly

Financial Consultant Resume Examples & Samples

Bachelor's Degree in Accounting, Finance, Economics or Business
10+ years of experience in finance or accounting with a Bachelor's Degree; or, 8+ years of experience in finance or accounting with a Master's Degree
Master's degree (MBA or equivalent) or other advanced degree preferred
Understanding of mergers and acquisitions and transaction sources of value
Demonstrated success managing others and delivering results in a fast-paced, potentially high-pressure environment
Able to manage several ongoing projects simultaneously; can successfully balance competing priorities to deliver results
Strong written and verbal communication skills, including ability to present to VPs and above, interact with and influence senior executives, and work across the global matrix to influence key decision makers
Able to manage complex data collection and analysis and effectively communicate results of analyses
Strategic planning experience
Strong strategic and analytical capabilities
Team player; able to develop others and get the best out of a team
Willingness to lead and drive continuous improvement

GSR Financial Consultant Resume Examples & Samples

10+ years of financial reporting and/or systems experience with a Bachelor’s Degree; or,8+ years of financial reporting and/or systems experience related experience with Master’s Degree
Bachelor’s Degree- Accounting or Finance Major
Experience in business partnering and ability to drive and influence change within the Finance and BI areas
Strong communication, interpersonal, and influence management skills
Strong organization and prioritization skills with the ability to multi-task and manage several projects simultaneously
Experience with Medtronic revenue and sales reporting systems and processes
Experience with Medtronic sales and financial transaction systems and processes
Demonstrates a broad and in-depth understanding of Accounting and Finance principles and processes
Understands and has experience with the SAP and Business Objects platforms. Should be proficient in Microsoft Office (Excel and Powerpoint), report writing within BO as well as a high level understanding of SAP functionality
Ability to operate within a complex matrixed organization

Senior Financial Consultant Resume Examples & Samples

Responsible for collaborating with the necessary teams for improved accuracy of shared services forecasts and budgets
Join forces with shared services to share information on forecast assumptions, drivers, and variance explanations
Work with shared services partners to reconcile and vet through month close and forecasts to clearly communicate variances and drivers (business metrics)
Maintain quarterly earnings reporting
Help with shared services segment and product allocations. Review and propose methodologies for allocation detail down to the M&R product levels (MA, GRP, PDP)
Work collaboratively and influence across a matrix environment to help drive expense management initiatives
Formalize and improve governance process to thoroughly review Shared Service proposed investments, look for offsets, and help monitor results. (Charters, CBAs & formal investment review with all necessary parties)
Keep and maintain list of risk & opportunities for Shared Services
Actively participate in regular cadence to review leading indicators, key metrics, cost trends and other useful analytics (pre and post monthly shared services close calls, pre-forecast meetings, etc.)
Team up with Intersegment team to help understand shared services bid models and bid reporting
Collaborate with Intersegment team to help understand shared services HSR and MLR recordings (timely and accurate)
Project manage ad hoc requests from management relating to shared services
Sought out as expert for M&R Shared Service charges and investments
Recommend and help drive process improvements
Responsible for collaborating with the necessary teams and individuals for improved accuracy of STARS program forecasts and budgets
Maintain consolidated monthly, quarterly and forecast STARS reporting
Collaborate with STARS program owners to formalize and improve governance processes for new investments
Project manage ad hoc requests from management relating to STARS
Facilitate monthly STARS meetings with necessary leadership
5+ years of financial and/or accounting experience performing financial planning and analysis, financial modeling, developing annual forecasts and budgets, identifying and explaining trend/variance analysis

Senior Financial Consultant Resume Examples & Samples

Maintain, enhance and develop financial models
Analyze indirect Selling, General & Administrative (SG&A) expenses to clearly communicate actual results, forecasted performance and variances to forecast and budget
Assist in the overall methodology for activity based costing ensuring the process is efficient and scalable while still meeting the needs of the business
Assist in the intersegment agreement process by reviewing agreements on an annual basis and ensuring services are still needed and appropriately accounted for in financial plans
Work closely with the business to develop, recommend and establish processes to improve profitability and cost efficiencies
Work closely with Finance and Business personnel to understand the business and support the financial goals and objectives
Bachelor’s degree in accounting or equivalent work experience
8+ years of experience in accounting, financial reporting and forecasting
Experience in facilitating meetings with leadership
Attention to detail and organizational skills – ability to manage multiple projects and competing priorities
Strong problem solving skills – facilitating meetings, researching issues, finding common ground within time constraints
Enhanced technical skills – ability to manage large transaction volume and ability to continually look for ways to improve processes

Accounting / Financial Consultant Resume Examples & Samples

Responsible for the month-end, quarter-end and year-end accounting and/or other business close cycles. Produces and/or distributes internal and external reports and tax filings. Takes responsibility for accuracy of information
Frequently leads complex projects, and the implementation of problem resolutions and process improvements from a broad spectrum
Consults process owners and process users to ensure there are adequate internal financial and accounting processes in place
Identifies and coordinates data and systems improvements. Works closely with I/T on problem resolutions, enhancements, testing and data verification. May provide user sign off on I/T projects
Involved in the training of co-workers, subordinates, and new employees. Fills leadership roles as needed for special projects and providing work instructions to others. Stays abreast of current developments
Assigned point of contact for specific internal and external customers or to provide subject expertise
Bachelor's degree in Accounting, Finance or related business degree (6 years experience in related field may substitute for the degree)
8 years increasing progressive financial accounting and reporting experience in a regulated environment
Knowledge in one or more of the following areas: IRS, SEC, FERC, DOL regulations and financial reporting requirements
Experience with and knowledge of Generally Accepted Accounting Principles (GAAP)
Analytical and communication skills

Financial Consultant Intern Resume Examples & Samples

Deploy pre-engineered and “assemble-to-order” delivery principles to reduce customer’s Total Cost of Investment
Demonstrate the ability to participate in solution design workshops/meetings with internal and external customers and system implementation (in all the phases of the project)
High travel mobility and willingness to participate in international projects
Fluency in English (both written and oral)
University degree in financial, management or economics
Willingness to seek for new challenges and step-out of the comfortable zone
Self-motivated and capable to motive the colleagues
Ready to travel for assignments (short term and long term) (up to 80% of working time)

Financial Consultant Resume Examples & Samples

Interface with business and finance leaders across both OptumInsight and Optum Corporate to build relationships support of financial planning and performance measurement, including reporting and analysis
Perform monthly close analysis in collaboration with OptumInsight Accounting in order to facilitate understanding monthly results against the financial plan, as well as understanding the impact to quarter‐end and full‐year financial results
Partner with business leaders to evaluate investment opportunities and cost savings initiatives to maximize resou and create efficiencies
Work with finance and business leaders to forecast contingency revenues
Manage a $350M+ cost allocation model for OptumInsight and own the interaction with Optum Corporate partner for several cost
Collaborate with cross‐functional teams in conjunction with budgeting and forecasting process
Build relationships with the accounting team to ensure all budgeting, forecasting and close activities are done efficiently and with integrity
Manage business relationships on behalf of the broader Finance organization and OptumInsight Leadership
Leverage technology and carry out process improvement activities
Bachelor's degree in Finance, Accounting, or equivalent
3 or more years of relevant financial analysis or accounting experience
Intermediate level of Proficiency with MS Excel, MS Office product suite, and other technology tools
Proven experience driving financial analysis and process improvements in a high‐growth environment
Executive presence, with strong communication skills and the ability to work successfully in a matrix environment
Hyperion Essbase and PeopleSoft experience
Financial and business acumen, with P&L management and data mining experience

Financial Consultant Resume Examples & Samples

This role would report to the Director of Affordability in driving the agenda for affordability planning and management, and program analysis and monitoring
This role would also have dotted line responsibility to the Director of Financial Reporting and Analysis
Positions in this function generate forecasts and analyze trends in SG&A, provider performance, product line profitability, membership, medical costs, premium yields, and other areas of business
Researches economic progressions to assist with the organization's financial planning
Presents findings and recommendations to management
Leading affordability support to specified Optum product and channel leads
Supporting channel and product leads in monthly affordability reporting and analysis, and deal support
Leading affordability analytics and modelling across for supported products and channels
Support Financial Planning and Analysis for the supported channel
Partner with product leads to report and analyze product affordability and incremental affordability initiatives
Support monthly and quarterly affordability reporting
Provide Financial Planning and Analysis support to designated business segment
Competencies and Best Practice for High Performers
Strong customer service skills in order to interface effectively with external and internal customers
Deliver accurate and high quality results while meeting deadlines
Ability to work and contribute in a team environment
Must be flexible and willing to work in environment where priorities change to meet changing business condition
Deliver value to customers by assisting product leadership in making sound financial decisions
Experience in at least one of the area of Finance, Product Development, or HealthCare Economics is required. Two or more is desired
5+ years of financial and operational management experience
Bachelor's degree in accounting or related field, MBA desirable
5+ years exceptional financial acumen and P&L management skills
Experience in the Healthcare industry is desired
Experience with Hyperion Essbase and PeopleSoft is desirable

Financial Consultant Resume Examples & Samples

Work with leaders to help develop and implement strategies, plans, and processes to improve profitability and cost efficiencies
Provide leaders and segment partners with clear, concise and timely financial reporting, actionable information, analysis of past performance, and insights into key drivers of future performance, to enhance decision-making and budget management
Incorporate impact from affordability initiatives, capital investments, RFPs, post-mortem updates and membership changes
Communicate forecast changes, risks and opportunities to core services finance and segment finance
Review business cases and post-mortems for affordability initiatives, capital, new ventures, and significant RFPs. Provide financial analysis support for development and reviews as needed
Support business planning, segment rate card development, and segment product line profitability analysis
Bachelor’s degree in Finance, Accounting, and/or related discipline
3+ years of finance, accounting, and/or related business experience
Experience identifying and explaining trends/variances, preparing cost benefit analysis (CBA), and generating financial reports
Advanced level proficiency with MS Excel
Experience performing financial and variance analysis, financial modeling, and budgeting and forecasting
Hyperion Essbase and/or Peoplesoft

Financial Consultant Resume Examples & Samples

Develop, perform, and manage the analyses of business and financial metrics as well as performance measures
Work closely with the business to develop, recommend and establish strategies, plans and processes to improve profitability and cost efficiencies
The position will work on OptumRx Specialty Pharmacy related projects
Business Planning and Financial Modeling
Providing in depth financial analysis and reporting
Producing internal monthly reporting
Monitoring current and projected exposure
Budgeting, Forecasting for Revenues and Operating Expenses at the account level detail
Management Reporting, including P&L and Capital oversight
Reporting actual results versus budget, forecast and prior year with key variance explanations
Financial Package Submissions
Business / Drug Pricing Analysis
Performing ad-hoc analysis to enhance decisions and improve profitability
Peoplesoft and/or Essbase experience

100

Financial Consultant Resume Examples & Samples

Engage client departments in the framing and financial analysis of business issues, the identification of alternatives and the development of business cases that accurately and meaningfully portray the business value of decision alternatives. 　
Develop dynamic financial models that provide the necessary analysis to assist the organization with producing a clear and coherent investment strategy.　
Serve as a subject matter expert in partnership with client departments' management and finance team to provide financial insight and analysis to business issues and ensure practices consistent with proper accounting treatment, adherence

101

Senior Financial Consultant Resume Examples & Samples

Reviews and analyzes submitted budget/forecast data for completeness, changes in trend, and drivers of change
Designs effective processes to track financial performance against expectations, including early "red flags" to identify potential shortfalls
Acts as a proactive partner to insure business objectives are achieved in a financially efficient manner
Handle all phases of projects assigned including client meetings, analysis, presentations
Works cross-functionally to help insure planning processes are consistent, and properly support the development of National Functions organizations individually and as an organization

102

Financial Consultant Resume Examples & Samples

Provides project, service line or product line management, management consulting, and analytical decision support services or technical expertise for a broad array of financial and operational issues
Assists in developing performance monitoring process and coordinating compilation, interpretation and presentation of monitoring information
May be responsible for budget system completion, high level reviews and conducting area wide analyses for target development
Conducts or participates in complex projects where analysis requires an in-depth evaluation of factors

103

Financial Consultant Resume Examples & Samples

Manage projects coordinating activities and deliverables both inside and outside of the department
Determine filing requirements meeting with program office, reading and interpreting internal guidelines and external instructions
Design input templates to collect the needed financial information
Develop and maintain complex Excel-based allocation and reporting tools including the use of VLOOKUP and GETPIVOTDATA functions and basic VBA macros
Design and implement reconciliations to ensure accuracy
Direct reviews with department staff to validate the results and conduct reviews with senior management to explain the results
Responds to audit requests as needed
Knowledge of GAAP financial statements
Building reconciliations and testing methods
Ability to break down complex problems into smaller, manageable pieces
Capable working with conceptual issues and at a detailed fact-based level
Apt at reading and understanding external instructions and translates them into internal action
Self-starter that can work autonomously
Client relationship skills
Supplemental Health Care Exhibit or Medical Loss Ratio filing experience
Knowledge of, or interest in, GAAP and statutory accounting principles
MS Project knowledge
Visio knowledge

104

Financial Consultant Resume Examples & Samples

Experience with finance allocations
Experience in process improvement
Construction finance or accounting

105

Senior Financial Consultant Resume Examples & Samples

Participate and oversee month end capital closing process
Assist in Capital project cost development and ongoing cost tracking
Maintain master files of capital projects, track capital funding status, and assist in enhancement of management reporting
10+ years of SAS Programming experience
Proven ability to conceptually design a complex process and bring to reality
Effectively communicate with technology partners and translate for finance initiatives
Perform advanced financial modeling through SAS automation
Functional SME
Broad business approach
Develops pioneering approaches to emerging industry trends
Bachelor degree in Finance, Accounting, Business, Engineering or related field
10+ years of progressive professional experience in finance and/or accounting
Experience in cost accounting and capital investments
Ability to effectively support/train and perform transactional based finance and accounting transactions

106

Financial Consultant Resume Examples & Samples

Go above and beyond for customers: Aspire to deliver world class customer service
Drive sales through service: Analyze the customer’s investment needs and achieve sales and referral goals by developing a positive customer experience
Build book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
Maximize personal productivity: Desire to maximize personal productivity through attention to detail, self motivation, and adaptability to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Series 7 and 63, Life Accident & Health licenses (Series 24 and 65 a plus)
A team orientation with a strong work ethic and entrepreneurial spirit are desired
3 or more years experience selling investment products
Strong computer skills and experience utilizing laptop technology

107

Financial Consultant Resume Examples & Samples

Work with clients, carriers, vendors and service team to manage the time-line for marketing projects and annual renewals
Negotiate renewals with carriers and vendors
Increase efficiency within client teams by identifying ways to improve processes
Comply with Willis Towers Watson Excellence Management (WEM) program
1 to 5 years of analytical work related to group insurance and/or employee benefits programs preferred
Bachelor’s degree required, preferably in mathematics, economics, statistics, finance, insurance, public health, health management or any major with significant quantitative course work
CT State Life and Health license required within 90 days of employment
Work experience that demonstrates strong technical and/or client service skills (analyst type of internship preferred)
Passion for solving problems and sharing solutions to exceed the standards of the client
Advanced Microsoft Office skills, particularly in Excel
Availability to travel on an as needed basis

108

Investments Financial Consultant Resume Examples & Samples

In alignment with corporate goals, specific responsibilities for the Financial Specialist will include
Participation in Strategic and Operating plan for the Allstate Corporation investment portfolio
Ownership of reporting for plan, including maintaining appropriate controls, ensuring consistency between reporting levels, confirming completeness and accuracy of information, and vetting of calculations
Initial development of plan reporting packages, including charts and tables designed to effectively communicate plan assumptions and related results to plan participants and senior leadership
Analysis and reporting of progress toward overall Investment goals, requiring a thorough understanding of planned, forecasted and actual results
Participation in preparation of monthly results package, facilitating communication of income statement trends to both internal and business unit close participants
Participation on internal management reporting of monthly and quarterly results provided to senior leadership
Participating in preparing presentations for Board of Director and internal committees
Financial reporting and financial statement analysis, investment focus preferred
Ability to understand, analyze and succinctly summarize financial results
Ability to effectively and professionally communicate with various levels of management via reports, memos, and verbal communications
Strong leadership, organizational and time management skills
Works effectively in a team environment and independently
Flexibility to adapt to changing work priorities and assignments and deadline driven
5+ years of finance, accounting and/or reporting experience, preferably in the Investments or Financial Services industries

109

Senior Financial Consultant Resume Examples & Samples

Manage the relationship with the key client stakeholders and oversee client engagements including: overseeing multiple project managers; ensuring the team is within budget, on time & producing work consistent with the scope of work; ensuring communication with client, project team and senior client leader
Be responsible for the project resource management including: identifying and securing resources; ensuring work is leveraged to the right skill and career level; and providing team members opportunity to develop skills and expertise. Additionally, ensure project managers are coordinating tasks with specialists on the project team
Work with client and H&B Government project managers to clearly defining the scope, timelines and deliverable of the project. Also ensure development and propose essential project documents, including the budget and work plans
Ensure regular communication with client to review project status and expectations; provide expertise and insight to client and team to problem solve challenges within the project; manage scope of project, budget and timelines
Be viewed by industry and client as expert on health care, including financial and operational aspects of Medicaid programs, federal regulatory issues, managed care, and health care reform
Continuously consider the impact of policy, law, and political changes on client and client’s programs
Identify opportunities for expanded revenue with existing clients; utilize knowledge of client and of the diverse expertise within Mercer Government to identify sales opportunities
Define the strategy for and lead Request For Proposal (RFP) process, develop cost proposal, evaluate financial aspects of RFP, evaluate risk, and manage RFP through Mercer internal legal and executive approval process
Directly supervise staff members (if assigned) and frequently provide supervisory feedback, training and mentoring to staff that have a project reporting relationship with them. As a supervisor, this position would have full authority for the following people management responsibilities: assigning, directing, and evaluating work; conducting performance evaluations, progressive counseling and career development discussions; ensuring appropriate orientation, and ongoing education/training
Minimum 12 years of relevant experience required
Excellent project management and interpersonal skills; strong oral and written communication skills
Medicaid background and experience preferred
Expertise in Health Policy, including financial and operational aspects of Medicaid programs, federal regulatory issues, and health care reform
Experience with rate setting and/or rate development
Actuarial credentials (ASA, FSA) required

110

Financial Consultant Resume Examples & Samples

Support for the Medicare Strategic Process
Annual Strategy & Decision-Making Process: Support regional strategies and decision-making processes with national tools and analytic services. Develop financial scenario modeling in support of decision-making (national guidance, tools, NMF and cross-functional process management, review and control, ensure consistency with rate-setting targets and regulatory requirements)
National Strategic Planning Support: Provide analytic support for the targeting of sustainable Medicare financial and growth strategies for the longer term as part of the annual refresh of KP long term Strategic Plans
Medicare Multi-Year Plan Development: Provide financial analysis and business planning support for the Medicare Business Line across KP regions in developing Multi-year Medicare Business Plans for each region
Regional Consultative Support: Provide key consultative and analytic support to regions through active participation on Medicare Strategy Groups
NMF Consultative Support: Provide guidance to NMF analytic staff on model development and consultation on development of analytic studies
Medicare Trend Development: Provide support to annual Planning processes by developing national models to project future payment trends for Risk Adjustment and impacts of population changes
Special Studies: Conduct special studies as needed which evaluate the financial performance of potential programs and initiatives, or evaluate the performance of specific populations in support of key strategic decision-making considerations
Targeted Region Specific Support: Partner with MBL and Actuarial in providing product and strategy development, associated financial modeling and recommendations for various regional initiatives
Medicare Care Delivery Strategy
Support NMF participation in Medicare Care Delivery Transformation initiatives by providing analytic support to national efforts, and provide support as need to the NMF Financial Performance Workgroup
Provide P&L studies and analysis of drivers of financial performance that allow for the identification of new opportunity areas for Care Delivery Cost Transformation
Monitor and report progress against Medicare care delivery strategies for organizational partners
Contributes to the development of the department's objectives
Erroneous decisions or recommendations would normally result in the inability to reach functional objectives and negatively affect expenditures and resources
Involves interpreting and analyzing established concepts and trends
Exercises considerable judgment to make decisions for less defined and complex issues
Requires complex decision-making
Develops solutions to a diverse range of complex problems, which require creativity and innovation within broadly defined policies and practices
Requires in-depth analysis to identify and recommend new solutions for more complex problems
Provides professional/technical guidance to team members
Engages in matters requiring coordination across functional lines
Strong oral and written communication, presentation and facilitation skills and consulting skills
Exercises considerable latitude in determining objectives and approaches to assignment
May provide guidance to lower level staff
Typically eight (8) plus years of financial analysis or related experience
Bachelor's degree in finance related field or equivalent experience
Regularly contributes to the development of new financial analysis concepts, techniques, and standards
Considered expert in field within KP
Frequently contributes to the development of new financial analysis theories and methods
Expert proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management
Thorough knowledge of financial analysis policies, practices and systems
Extensive knowledge of several or all of the following: general finance theories and methodologies, discounted cash flow analysis, cost/benefit analysis, feasibility studies, large scale business planning, financial modeling and project management
Employs expertise as a generalist or specialist
Thorough knowledge of Centers for Medicare and Medicaid Services (CMS) payment mechanisms
Experience in a health plan, healthcare system or multi-service provider setting
Ability to work with large data sets and complex calculations

111

Financial Consultant Resume Examples & Samples

Determine pricing for the various products and services we offer, customized for each individual case using a variety of forecast models
Leverage business knowledge to propose solutions to business problems regularly in a dynamic work environment
Build and maintain financial models to assist in the economic analysis of market alternatives
Evaluate and recommend alternative pricing options and plan design changes based on economic analyses and trends
Assess the risk of pricing guarantees offered
Collaborate with the Sales, Proposals and Legal teams to project pricing and profit for a range of services and products the company offers
Gather, summarize and analyze detailed data
Ongoing reviews that directly aligns with client strategies
Validate renewals and request for proposals for accuracy
Bachelors degree in Business, Math, Economics or equivalent
4+ years of financial analysis and financial modeling skills
Database Querying exposure
Healthcare or Pharmaceutical background
Financial consulting experience
MBA, equivalent graduate degree
CPA or CFA

112

Financial Consultant Resume Examples & Samples

Manages all aspects of financial planning including month-end close, budgeting/forecasting, cost accounting to the lines of business, intersegment charges and agreements, capital programs and financial tools/reports for SG&A expenses
Develops and maintains financial reports to clearly communicate actual results vs forecasted performance in total as well as by division and segment
Works closely with business partner to develop and recommend strategies to ensure alignment with the business plan and financial targets in addition to driving cost efficiencies
Assists in preparing and updating Cost Benefit Analysis and monitoring actual results; familiarity with Capital / Investment projects and impact on SG&A costs
Assists with the Month End Close process, including Journal Entry preparation, preliminary estimates, corporate reporting and business partner reporting
Understanding metrics & drivers of expense
Perform trend and variance analysis to identify risk and opportunities
Partners with capacity planning team to ensure FTE forecasts and results are with in established targets. Monitor variance, vacancy and overtime trends
Bachelor's degree in Finance or Accounting or equivalent
3 years of progressive experience in a similar finance role
Ability to communicate with all levels within the organization including business partners' management team & staff, and finance leadership & peers
Advanced level of proficiency with MS Excel including data management, pivot tables, data lookup and macros
Ability to lead special projects working collaboratively across the organization with business, capacity planning, & finance partners
Hyperion Essbase, Smart View and PeopleSoft (GL, AP, Inquiry) experience

113

Financial Consultant Resume Examples & Samples

Effectively and appropriately coordinating the resources within the Regulatory finance department to furnish financial information in a timely manner and report effectively on a legal entity level for all assigned legal entities
Assist the department managers and director in analyzing data of past and current operations, trends and costs of estimated and realized revenues, and critical balance sheet components
Interact with the management team of various segments, assist them to understand the key legal entity financial information they need for proactively detect any errors/mispostings, to achieve data /reporting consistency, and to improve upon MLR rebate processes and related filings of the Supplemental Healthcare Exhibit
Strong emphasis on developing various analytics that identify trends/ratios in the portfolio that can be used to interpret business and risk decisions to Regulators, Government agencies and other related constituents
Other duties include but not limited to
2 plus years accounting or finance role experience
Intermediate proficiency in MS Office applications with strong Excel skills
FP&A experience
4-year degree in Accounting or Finance related field (BS or equivalent required)
Health care industry experience
Hyperion Essbase & PeopleSoft GL
Demonstrated experience with and knowledge of financial principles, practices and procedures as applied to complex assignments
Strong analytical and communication skills with the ability to problem solve
Ability to work under extremely tight deadlines and should be self-driven in nature with minimal supervision on day to day activities
Work independently, take initiative, and meet deadlines
Attention to details and accuracy with analytical bent
Deliver quality results

114

Financial Consultant Senior Resume Examples & Samples

Requires a BS/BA in accounting or finance; or any combination of education and experience, which would provide an equivalent background
MBA, CPA, CMA, FSA, and/or CFA preferred
At least 5 years budgeting, forecasting and accounting financial reporting experience

115

Financial Consultant Resume Examples & Samples

Perform monthly and ad hoc reporting to Program Office (PO), KP-IT management and KP-IT finance community in an accurate and timely manner
Perform detailed variance analysis on multiple tasks/projects
Research and prepare accounting solutions for a variety of problems of moderate scope and complexity
Act as information resource to the finance community
Follow internal controls and SOX requirements
Experience in payroll and benefits accounting
Experience in general ledger, balance sheet reconciliations, inter-regional transactions, and journal entries
Strong analytical, communication and problem-solving skills
Working knowledge of GAAP and internal controls
Ability to prioritize work, meet deadlines and perform well under demanding timelines and pressure
Ability to evaluate and recommend solutions on projects/problems
Ability to work independently and proactively with minimal supervision
Experience in a large organization

116

Financial Consultant Resume Examples & Samples

Prepare financial feasibility studies and projections by building Microsoft Excel-based financial models under the guidance of experienced team members
Outline key assumptions used in the preparation of financial models
Perform various financial analyses for operational and financial performance improvement
Assist with interim controller and CFO roles as requested by experienced team members
Successfully prepare cost reports
Assist with Medicare and Medicaid billing, patient account receivables and collection processes
Review and assist with billing audits
Support staff training and assessments
Willingness and ability to travel (up to 50%)

117

Financial Consultant Resume Examples & Samples

Be the TBM Financial Subject Matter Expert with IMG Operations leaders and IT Finance users to answer questions about TBM processes, changes in operational metrics and unit costs, sources of information, and how the cost model works
Gather reporting requirements, work with the BM Technical Team and managing expectations with users
Drive continuous improvement in IT service costing, identifying opportunities to improve methodologies and drivers
Partner with Finance counterparts in all organizations to improve analysis, reporting and planning processes. Lead cross-functional teams to solve issues
Experience with Kaiser Permanente IT Finance, cost allocations and regional reporting
Required proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, and macros
Able to formulate study designs and conduct analyses
Experience in IT Infrastructure
Excellent demonstrated interpersonal and teamwork skills
Proven initiative and self-directed style
Works under limited guidance; accountable to complete work assignments
Strong organizational skills and be able to work well with deadlines
Strong level of proficiency in MS Office Suite Products

118

Area Financial Consultant Manager Resume Examples & Samples

Manage Financial Consultants in the execution of proper sales and relationship management. Inspect performance, provide appropriate feedback, set expectations, and support development in order to achieve goals
Recruit, hire, and ensure proper assimilation of new Financial Consultants within the branch network
Perform compliance responsibilities as the FINRA Designated Supervisor
Promote and facilitate investment sales within the area by partnering with branch and area leadership to ensure teamwork and cross sell
Partner with Platform Sales Mgr to coach Financial Consultants to drive insurance licensed associates sales of fixed annuities and insurance within the branch network
Insurance license
Series 7 and 9/10 or 24

119

Financial Consultant Resume Examples & Samples

10+ years of Finance or Accounting experience with a Bachelor’s Degree or 8+ years of Finance or Accounting experience with a Master’s Degree
Medtronic business unit experience
Experience in business partnering with Operations
Experience with SAP, GFS, and Essbase
Strong qualitative analysis and problem solving skills
Solid accounting foundation with high interest in financial modeling
Ability to interface in a team environment with various levels of management
High integrity and self confidence
High degree of initiative and self-motivation
Strong communication, presentation and interpersonal skills

120

Financial Consultant Resume Examples & Samples

Bachelors degree in Accounting, Finance, or related field
At least 4 years of relevant professional experience
Advanced level of competency in Microsoft Office products; specifically Excel and Powerpoint
Previous financial planning/forecasting & analysis experience is required
Demonstrated experience presenting to senior leadership and/or business owners
Previous experience in project management and/or familiarity with the software development life cycle is preferred
Previous experience with Hyperion Essbase development or general database administration is a plus
Focuses on the customer
Communicates effectively
Enjoys working autonomously and seeks to add value to the department and organization
Support change and innovation

121

Financial Consultant Resume Examples & Samples

Identifies and leads major analytical efforts where financial performance is inadequate. Presents actionable solutions to executive leadership
Leads preparation of business cases including financial, operation and economic analysis. Identify and evaluate investments using internal rate of return, discounted cash flow, net present value, payback, sensitivity and breakeven analysis. Leads management review process and makes formal recommendation
Establishes and maintains collaborative, results oriented working relationships with executive sponsors, business owners, peers, and other key stakeholders. Serves as thought partner and business advisor to leaders at all levels
Demonstrates strong business acumen and healthcare industry expertise; understands organizational environment and impact on project success
Partners with sponsors and business owners to engage needed resources, define roles and responsibilities, and arrange for assignments of key project participants
Assists with preparation of annual plan/budget, forecast(s) and multi-year plans taking into account changes in tactical and strategic plans, operations, contracts, trends, etc
Develops and manages change management and communication plans to drive effective human change. Partners with key stakeholders to develop presentations, memos, surveys and other documents in a clear, concise and compelling way that drives change. Delivers presentations to executive sponsors and other stakeholders, as needed
Leads analytical team's review of major initiatives to develop sustainability plan and assess progress towards achieving stated results. Works with key constituents to document lessons learned and corrective actions, if necessary. Presents findings to management
Three (3) years of experience in project management/leadership
Three (3) years of experience in financial analysis, financial reporting, or strategic financial planning
Two (2) years of healthcare industry experience
Two (2) years of change management experience
Master's-level degree preferred
Financial certification (CPA, CMA, CFA, etc.) and/or project management certification (PMP, CAPM, etc.)
Literacy of SQL, OLAP cubes, or other relational/hierarchical database tools
Knowledge of health care and/or health insurance operations

122

Financial Consultant Resume Examples & Samples

Provides policy recommendations on new or modified policies to reflect changing business needs or new accounting procedures
Leads the implementation of policies and procedures
Requires in-depth analysis to identify and recommend new solutions for more complex problems to management
Delivers formal presentations to leadership/clients
Develops and maintains positive working relationships with external vendors, departments and individuals who act as resource to IT Finance
May be responsible for guiding work of other IT Finance staff

123

State Financial Consultant Resume Examples & Samples

Have the ability to convey clear, concise messages (verbal and written) in a timely fashion. Ability to share information using language that is appropriate to both the topic at hand and the knowledge and understanding of the audience
Have earned or have the ability to earn the trust and respect of those with whom they work by consistently displaying honesty, integrity, and professionalism
Have the ability to work with minimal oversight, the ability to identify what needs to be done, and proactively take appropriate action
Accept personal responsibility for producing quality work in a timely manner
Have the willingness to actively contribute to workgroups that include individuals with diverse perspectives/needs and effectively work toward acceptable solutions
Have a commitment to continuously improving processes to increase efficiency and effectiveness. This involves planning the process improvement, using it, reviewing results and then modifying it if/as necessary
Possess in-depth familiarity with Washington state laws, regulations, administrative and accounting policies, and generally accepted accounting principles (GAAP)
A list of at least three professional references with current telephone numbers
Personal Data sheet: http://ofm.wa.gov/jobs/SupplementalProfileData.doc

124

Infor / Lawson M Financial Consultant Resume Examples & Samples

Essential experience with the following M3 functionality
Financial Controlling
Financial Accounting
Financial Report Writing
Cost Accounting
Product Costing (Procurement, Distribution and Manufacturing) – various methods
Project Order Management
Fixed Assets / Rental Assets
Financial integrations to other systems, including. banking, credit card, other ERP’s
Desired experience with Business Intelligence
Solid understanding of the software implementation process, including requirements, gathering, analysis, tools and technologies, and testing methodologies
Expertise in setting and managing customer expectations

125

Financial Consultant Resume Examples & Samples

Life and health insurance licenses
Strong business and investment acumen; knowledge of Investment Products and Individual Retirement Accounts (IRAs) required. General understanding of employee benefit programs preferred
Strong written communication skills and understanding of written correspondence regulation, particularly proper client email communication
Ability to manage multiple priorities in a fast paced environment; adaptive to change

126

Financial Consultant Resume Examples & Samples

FINRA Series 7
Additional registrations (63, 65 or 66) are required within 30 days
3 or more years of experience selling investment products required

127

Financial Consultant Senior Resume Examples & Samples

Requires a BS/BA in accounting or finance; MBA in Technology Management is preferred; at least 5 years pricing experience; or any combination of education and experience, which would provide an equivalent background
Requires 5 years ProPricer software experience
Requires a Six Sigma greenbelt certificate

128

Financial Consultant Resume Examples & Samples

Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast, and budget
Develop, perform, and manage various aspects of financial planning, budgeting and forecasting
Find and integrate ways of improving financial planning and analysis processes and procedures
Produce clear, well-formatted reports that communicate a clear, compelling message
Strategize and provide financial analyses for key business initiatives
Participate in and contribute to ad hoc strategic initiatives
Bachelor’s degree in Finance, Accounting, or related discipline
Intermediate level of proficiency with MS Excel
Self-starter who is comfortable working independently and managing competing priorities
Smartview and/or Hyperion Essbase experience
Strong analytical and technical experience

129

Financial Consultant Resume Examples & Samples

Manage financial projects from start to finish including
Minimum seven years of H&B or relevant financial experience required
Strong analytical and mathematical skills; strong command of Excel
Excellent interpersonal skills; strong oral and written communication skills
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity

130

Financial Consultant Resume Examples & Samples

Maintain ongoing client relations through preparing and presenting financial planning and investment reports, investment policy and contract information
Manage the overall client relationship by assuming a lead role in client communications, monitoring portfolio and implementing investment changes as appropriate
Develop new business within SVA through contact with Principals and associates in identifying lead opportunities and through external relationships and community involvement
Perform strategic, research, operational and administrative tasks from time to time so the needs of the organizations can be met effectively
Utilize Customer Relation Manager (CRM) for organizing client information and documentation as well as maintaining and tracking a “to do” list
Solicit and participate in business development meetings and be involved in community events and organizations to promote awareness of SVA and related entities
Bachelor’s Degree in a business-related field, (i.e., accounting, math, finance, etc.)
Professional designation that demonstrates the highest degree of professional and ethical standards in the field of financial planning (i.e., CFP, CFA, ChFC)
Work experience in the financial services industry
Knowledge of the principles and practices of financial planning and investing
Skill in exercising a high degree of initiative, judgment, and discretion

131

NGS Financial Consultant Resume Examples & Samples

Experience using Excel spreadsheets required
Proficiency in creating excel spreadsheets required
Knowledge of FAR/CAS and indirect rates preferred
Business management experience and/or experience supporting MAC contracts or an IT organization preferred

132

Operational Financial Consultant Resume Examples & Samples

Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
Understand and incorporate industry specific metrics into reports to highlight relevant trends and support fact-based business decisions
Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
Produce clear, well-formatted reports that communicate a clear, compelling message for their stakeholders
Positions in this function generate forecasts and analyze trends, SG&A, provider performance, product line profitability, membership, and other areas of business
Presents findings and recommendations to management. May include responsibility for budget planning and analysis
2+ years of financial and operational analysis experience
Prior work experience in financial reporting, forecast modeling, and operational issues, assessing their implications, and developing and implementing an appropriate action plan
Ability to communicate and influence with internal and external stakeholders
5+ years of financial and operational analysis experience
Hyperion experience

133

Financial Consultant Resume Examples & Samples

Interviews clients/researches and analyzes data to determine investment needs
Using Series 7 license, sells mutual funds, variable contracts, stocks, bonds, treasuries and options
Using Series 65/66 license, provide investment advisory services via managed account platform
Ensures that appropriate market transactions are executed
Identifies, solicits and secures new business
Networks in the community and market area for prospecting purposes and to establish new referral sources
Refers clients to subject matter experts in the organization for cross sell opportunities
Actively tracks sales pipeline
Leverages support units or alternative delivery channels to match the servicing needs of the client
Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required
Provides financial planning services and advice to customers on personal investment products purchases
Stays abreast of current market trends and recommends appropriate investment strategies
Services clients with their different investment needs (e.g. bonds, redemptions, stock transfers)
Two years of experience in a brokerage firm to include customer service and sales experience
Ability to use a personal computer and is proficient on Microsoft Office software, including Outlook, Internet Explorer, Word, Excel, and Access
Knowledge of life insurance products
Must have well developed analytical and problem solving skills
Must be able to effectively interact and create relationships with Consumer Clients
Possesses networking and business development skills

134

Financial Consultant Program Resume Examples & Samples

You have superb interpersonal and communication skills, and are eager to interact with our customers
You diligently pay attention to detail
Your strong prioritization skills
Ability to understand the perspectives of others, allowing you to build genuine relationships with others

135

Financial Consultant / Placement Specialist Resume Examples & Samples

Prepare competitive benchmarking analysis of benefit plan designs
Assist with special projects as needed
Build relationships internally and collaborate effectively on cross-functional teams
Ability to be a self-starter and work independently, but also cooperatively in a close team environment

136

Financial Consultant Resume Examples & Samples

Participate in month-end close process by analyzing actual expense versus budget/forecast and documenting variances for Riverside Medical Group
Support Riverside integration process into ProHEALTH and Optum
Create and present financial and clinical metrics to support business operations to senior leadership
Collaborate with Accounting to build financial structures to support actionable reporting
Perform ad hoc reporting and analysis and investigate issues providing explanations and interpretation
Demonstrate strong written and oral communication skills
3+ years of financial experience
Bachelor's degree in Finance, Accounting or related field business field
Ability to travel to NJ as required

137

Financial Consultant Resume Examples & Samples

Bachelor's Degree or Equivalent
Experience providing investment guidance and advice to clients
Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards
Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner
Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities
Thorough understanding of economic principles and compliance standards

138

Senior Financial Consultant Resume Examples & Samples

Interface with business leaders and other team members and will build relationships in support of financial planning and performance measurements including reporting and analysis
Perform monthly close analysis to facilitate understanding of monthly results against the financial plan
Collaborate with cross-functional teams in conjunction with budgeting and forecasting process
Prepare meaningful, decision enabling senior management financial reports that clearly articulate key drivers and suggest action plans, if necessary
Support key earnings growth initiatives through evaluating financial and business indicators and translate data into actionable information to drive results
Continually develop and refine internal financial modeling and process improvements
Perform analysis, financial planning and provide recommendations to senior management to achieve financial and operational goals
Partner with key stakeholders to maintain long-term financial models that lay the foundation for growth
5+ years of relevant financial analysis or accounting experience
1+ years Product gross margin and cost of goods analysis
Advanced skills in MS Excel and data analysis
Progressive financial work experience
Ability to work in a matrix environment while positively influencing other functional areas

139

Senior Financial Consultant Resume Examples & Samples

Bachelor's degree from an accredited university OR 5 years of experience as a Financial Consultant/Advisor
3 years of experience as a Financial Consultant
5 years business development experience in the financial services industry
Series 7, 63 & 65, or Series 7 and 66
State Life, Accident and health license within 180 days of hire

140

Financial Consultant Resume Examples & Samples

Bachelor's degree from an accredited university OR High School Diploma (or the Equivalent) and 3 years experience as a financial consultant/advisor
2 years business development of customer service experience, preferred in the financial services industry
Series 7 and 63 required, 65 or 66 within 180 days of hire
State Life, Accident and Health license within 180 days of hire

141

Financial Consultant Resume Examples & Samples

Provides support to the regulatory process by preparing filings to the States Utility Commission and the Federal Energy Regulatory Commission “FERC” (Federal) that request appropriate revenues, comply with regulatory mandates, or defend against positions that the Company finds objectionable, with a focus on filings that concentrate on the financial aspects of the business
Develops and completes financial analyses and models that will support State and Federal filings in an ethical manner. Analyses will include accounting practices and financial principles used in general industry, as well as those unique to utilities. Work products must be able to withstand challenges from opposing parties
Coordinates the preparation of all cost of service filings of moderate scope that support a reasonable rate of return to investors
Develop project plans and timelines, lead multi-functional teams through the drafting of filing material, prioritizes tasks, resolves disagreements and ensures timelines are met
Coordinates the preparation of responses to discovery from regulatory agencies and interveners in support of filing made the States Utility Commission and FERC
Analyzes and interprets the impact of State and Federal regulatory decisions to the rest of the organization
Performs financial analyses for special projects, including the financial review of investments and contracts with third parties

142

Financial Consultant Resume Examples & Samples

Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met
Conducting phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments. Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. Documents calls and results and submits reports to superiors as required
Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers
Process all paperwork in a timely manner. Stay current with all customer and partner communications and deadlines. Maintain and manage a highly compliant investment business
Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies

143

Financial Consultant Resume Examples & Samples

10+ years accounting / finance experience in a global organization with a Bachelor’s Degree in Accounting or Finance; or, 8+ years accounting/finance experience in a global organization with an MBA
Excel and PowerPoint Skills
Strong GFS and SAP system skills & knowledge
Previous work experience in accounting (GAAP), financial, and business management
Ability to develop solutions to complex problems which require the regular use of ingenuity and innovation. Ensures solutions are consistent with organization objectives
Work is performed without appreciable direction. Exercises considerable latitude in determining objectives and approaches to assignments
Proactive team player
Experience with business partnering
Previous experience interfacing with various levels of management
Good executive communication skills, both written & verbal

144

Financial Consultant Resume Examples & Samples

Accountable for the coordination, compilation and distribution of financial data
Performs financial analysis upon identification of variances, and coordinates with other analysts, vendors and business managers on variances
Participates in the planning and development of regional, departmental and/or functional budgets, forecasts and recharges
Project management - self-motivated to own the tracking and communication of various timelines/deliverables to ensure all group objectives are met
Participates in and/or leads projects of moderate to complex scope as assigned

145

Key Financial Consultant Resume Examples & Samples

Manage annual budget including creating and providing monthly explanations along with thorough and accurate analysis to senior management regarding the nature and cause of financial deviations from budget, prior year and forecast. Provide projections of the impact of deviations on the financial outlook for the remainder of the year
Document key processes of areas assigned to ensure consistency and compliance with legal and regulatory requirements. Provide proactive process improvement recommendations and assist in implementing the accepted solutions
Responsible for documenting and monitoring compliance with internal controls required for certification of accurate financial and accounting reports for the Business Area
Provide direction and instruction in training employees regarding financial issues, use of budgeting and forecasting tools and the budgeting and forecasting process
Leads special projects as assigned. Reconciles accounts as assigned
Provides guidance and leadership in the financial services area to budget analysts
Bachelor's degree in Accounting or related field; or equivalent combination of education and experience
At least 7 years experience in general financial accounting and reporting (emphasis on complex accounting issues)

146

Financial Consultant Resume Examples & Samples

Makes presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures and also predict exactly will happen to that investment in coming years
Continuous monitoring of investment performance and dynamically changes strategies according to the performance
Constantly contacts the clients and informs them about the updates of their investment
Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function
Knowledge of the finance industry, equity shares, bonds, commodities, mutual funds, etc
Knowledge about all types of investments

147

Senior Financial Consultant Resume Examples & Samples

NC Automobile Reinsurance Facility, monthly ceded and quarterly assumed, and cash settlement
NH Automobile Reinsurance Facility, monthly ceded and quarterly assumed, and cash settlement
Quarterly Automobile JUA participation results and cash settlements (Hawaii, Florida, Missouri, Michigan)
Quarterly property Mine Subsidence Fund accounting, reporting and cash settlement in the states of Illinois, Kentucky, W. Virginia, Ohio, Virginia
State automobile theft prevention fee reporting and cash settlement in NY, Texas, Minnesota, and California
Michigan Catastrophic Claim Association assessment reporting and cash settlement
Virginia Uninsured Motorist Fund distribution accounting

148

Senior Financial Consultant Resume Examples & Samples

Selling, General and Administrative Expenses (SG and A), management of reporting and analysisParticipate and oversee month-end close
Positions in this function generate forecasts and analyze trends in sales, SG&A, provider performance, product line profitability, membership, medical costs, premium yields, and other areas of business
May include responsibility for budget planning and analysis
Bachelor degree in Finance, Accounting or related field required
5+ years of progressive professional experience in finance and/or accounting
Expert level of proficiency with Excel and PowerPoint
Hyperion Essbase, SmartView and/ or PeopleSoft experience

149

Senior Financial Consultant Resume Examples & Samples

Prepare, evaluate and validate complex internal and/or external financial and operational reports, both routine and ad-hoc
Perform analysis and interpretation of trends and variances in business performance, interacting with cross functional peers on a frequent basis. Validate analyses
Identify and use appropriate tools to obtain, compile and analyze more complex data necessary to support more advanced financial reports and analysis, and provide input on potential tool utilization enhancements
Assist in tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term)
Synthesize and present exhibits, results, observations, recommendations to direct manager, team members and/or cross functional peers
Assist in tactical production of overall strategic plan, including the understanding of impact of competitor, market and industry landscape
Apply basic accounting and financial concepts and controls to provide input on the development, implementation or enhancement of financial, operations and business applications
Prepare complex and review routine financial activities for various lines of business including journal entries and account reconciliation
Prepare external financial statements including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles)
Perform financial controls in accordance with Sarbanes-Oxley requirements
Bachelor's degree in Finance or Accounting preferred
Typically 3-4 years related experience
Worker's Compensation experience preferred
General knowledge of Financial Analysis concepts and processes
General Knowledge: Possesses sufficient knowledge to perform most work in normal situations
General knowledge of the insurance business
Intermediate analytic skills
General knowledge of accounting practices and principles
Intermediate data utilization skills to access and gather data, including a basic understanding of what the data represents. Intermediate written and verbal communication skills
Intermediate time management/ prioritization skills. Intermediate ability to solve problems and suggest solutions to problems
Takes responsibility for decisions and actions
Intermediate working knowledge of Microsoft Office (e.g. Excel, Word, Outlook)
Intermediate project management skills
Ability to identify customers needs and take appropriate action to meet those needs
Ability to work well in tight timeframes and deadlines. Intermediate skill/competency level: demonstrates solid knowledge and ability; can apply the competency with minimal or no guidance, in the full range of typical situations
Requires guidance handling novel or more complex situations

150

Senior Financial Consultant Resume Examples & Samples

Provides leadership and support in the development of budgets, strategic business plans, revenue/expense forecast, and capital projections within assigned business units, which includes the following
Champions the development and utilization of effective financial modeling to collect, streamline, analyze, monitor and communicate financial results to senior management, for their representation to senior executives
Performs monthly reporting and monitoring as well as value-add analysis to various levels of staff and management (e.g. variances, accruals, trends, metrics, forecasts and understanding the underlying business drivers and risks). Effectively identifies division needs and ensures adherence to BCBSA financial requirements (e.g. business assessments, crosswalks, core cost monitoring), compliance to GAAP, industry and Association standards
Responds to and resolves various financial requests and customer service issues, including but not limited to resource modeling, trend reporting, project code set up and monitoring, ad-hoc analysis, and customer training
Develops, maintains and fosters financial communications with multi-departmental management and staff to fully understand the assigned business unit’s yearly results, trends, annual budget submissions and recurring forecasts. Mentors various business staff on the fundamentals of budget and financial practices to increase their understanding on the use of financials as a basis for business directions and adjustments to current programs
Streamlines the financial processes. This includes the development of financial reports to assist management in decision-making and reprioritization of funding, contract/commitment control, and identification of system enhancements to reduce manual efforts
Bachelor’s degree in related discipline (e.g. Business, Finance, Accounting)
Minimum of five years of demonstrated experience in financial reporting
Previous experience using financial/accounting systems
MBA or equivalent work experience within a similar environment
Demonstrated ability to understand and analyze complex business requirements, model and create solutions to meet current requirements as well as create future projections
Demonstrated financial and quantitative analysis skill is highly desired
Past experience working with a complex corporate structure, customer base and operations
Working knowledge of cost allocations, government procurement regulations/compliance
Creative and willing to take initiative on assignments with minimal direction

151

Senior Financial Consultant Resume Examples & Samples

Provide Operating Cost FP&A support to C&S Health Plans
Bachelor degree in Finance or Accounting or a related field
Expert level of proficiency with MS Excel
Large company experience
MS Access and MS PowerPoint experience
Hyperion Essbase/ Smart View and PeopleSoft experience

152

Lead Financial Consultant Resume Examples & Samples

A Bachelor's degree or equivalent work experience is required
Four or more years of consumer credit experience
Excellent ability to analyze data and interpret credit performance metrics
Strong understanding and working knowledge of database management including analytical software tools
Strong working knowledge of statistical credit modeling methodologies
Strong working knowledge of compliance requirements that relate to credit activity (Ex: ECOA, FCRA, FACTA)
Strong self-confidence, good judgment and the proven ability to make sound decisions
Demonstrated ability interface effectively with other departments
Proven ability to handle a fast paced environment and successfully meet established project deadline requirements
Strong problem solver
Outstanding initiative, communication skills (verbal and written), attention to detail and organization skills
Strong organizational and process management skills
Demonstrated ability to create and work in a team environment
Previous experience managing multiple assignments, with strong attention to detail
Demonstrated critical thinking skills in hyper change environment
Experience with Microsoft Office
Advanced Query Skills (SQL)

153

Financial Consultant Resume Examples & Samples

Conducts in-depth reviews of clients’ financial circumstances, assets, cash flow, insurance coverage, tax status, liabilities and future financial objectives
Makes appropriate product and investment strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance. Creates targeted financial plans and conducts in-depth portfolio reviews to adequately assess diversification and performance
Obtains clients through prospecting, lead utilization, local market and community involvement. Helps develop and execute client acquisition plans through one on one client meetings, customer referrals and small group seminars. Creates and maintains a calling plan to stay in contact with clients
Develops long term client relationships by providing and demonstrating solid financial planning skills and client centered advice
Identifies cross sale opportunities and introduces clients to bank partners for mortgage and deposit services
Works closely with branch staff to create referral campaigns and identify prospects
Receives transactions requests and places equity trades in a timely fashion. Works closely with clients to adjust portfolios
Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s)
Participates in special projects and assignments and performs other duties as assigned
Bachelor’s degree (B. A.) from a four-year college or university and a minimum of three years related experience or equivalent combination of education and experience
Demonstrated experience in a bank investment sales program
Understanding of legal restrictions and laws concerning retirement plans, tax shelters, insurance and trusts
Experience with Microsoft Office software and the ability to learn financial advisor applications
Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with clients, business unit management and staff, state and federal regulators and officials
Strong ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
Certifications and Licenses: Required: Series 7 and Series 63 or 66 licenses

154

Financial Consultant Resume Examples & Samples

Bachelor’s degree in business, accounting or finance required
MBA, CPA, or CFA strongly preferred
Minimum of 5-7 years of related business experience working with financial statements, performing financial analysis and modeling, and using spreadsheet tools
Broad knowledge of the company’s products, distribution system, field compensation and sales reporting required
Strong analytical skills with the proven ability to analyze business problems and make decisions
Demonstrated ability to manage multiple projects simultaneously, and carry out diverse assignments in a fast-paced environment
Demonstrated ability to build rapport and acceptance at all levels within the Home Office and Field
Demonstrated ability to articulate complex technical or financial information to various audiences to gain common understanding

155

Financial Consultant Fee-for-service Rates Resume Examples & Samples

Developing reimbursement rates by analysis of fiscal impact to the state and financial impact on providers of various alternative cost coverage models; implement and maintain, by periodic payment system audits, the resulting fee schedules used to reimburse up to $5 billion in health care services each year
Perform complex data analyses and fiscal impact analyses for proposed changes to reimbursement rates and methodologies, development and present recommendations to management
Reviewing, evaluating and recommending improvements in reimbursement rates and existing rate-setting systems and practices
Perform regular and ad-hoc auditing and analysis of service utilization, cost of provision, and financial impacts by specific populations, services, providers, locations and contractors; advises management on reimbursement rate issues, and on the financial effects of rate and policy changes, and other measures proposed to revise current practices
Attend internal and external meetings serving as the agency’s rate-setting expert, to answer questions, provide recommendations and participate in problem solving and decision making
Demonstrated experience in financial/fiscal data analysis methods
Experience in personal and mainframe computer systems and application software skills, such as, extensive experience with Excel, Word Processing, financial/accounting, database, and /or graphic software
Proficient in application of data analysis skills to extract and report service utilization from claims and encounter service data and to use utilization data to analyze fiscal impacts of rate payment scenarios
Ability to work and communicate with a broad spectrum of professionals internally and externally, and the ability to effectively present information both orally and in writing
Demonstrated experience in rate setting, statistical analysis and research methodology
Experience in writing technical/analytical reports; and work independently or as part of a team
Bachelor’s degree or advanced degree in Business, Health Administration, Social Sciences, Economics or related field
Proficient in SPSS
Two-three years’ experience working in a managed care environment
Working familiarity with Cognos, Business Objects or similar SQL programs

156

Regional Financial Consultant Resume Examples & Samples

Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy
Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, & Disability Income products by serving as the primary liaison for Farm Bureau Life in the delivery of sales, life, and investment product-related material to the captive MLEA distribution channel
Have the ability to travel extensively up to 80% of the time to territory locations
Have life/health insurance licenses as well as FINRA series 6 and 63, (7 and 66) registrations. Ideally series 26, and 65 as well
Have a broad and comprehensive knowledge of life, annuity, and disability insurance and investment products, and knowledge of applying those products in sales situations. In others words, be the subject expert regarding expansive portfolio of life products, proprietary annuity, and non-proprietary mutual funds
College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required, CLU, ChFC, CFP, or LUTCF are preferred
A valid driver’s license and satisfactory Motor Vehicle Records are required

157

Financial Consultant, Core Market Resume Examples & Samples

Accountable for making TIAA the primary relationship (first call) for customers in need of distinctive advice, products and services related to achieving their long-term financial goals
Minimum of 3-5 years industry experience
Demonstrated presentation skills to large audiences
Travel required and Valid U.S. Driver's License
Expert knowledge of financial planning concepts including a broad knowledge of TIAA products
©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

158

Financial Consultant Resume Examples & Samples

~30-50% day travel required (mostly within the state of KS with some overnight)
Strong communication and interpersonal skills and ability to clearly, concisely explain concepts either orally or in writing
Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit

159

Financial Consultant Assistant Resume Examples & Samples

Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Ability to develop and maintain good cross-enterprise working relationships
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 3 years

160

Financial Consultant Assistant Resume Examples & Samples

Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients
Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions
Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business
Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s)
Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Update and compile client information through Schwab’s internal customer relationship management (CRM) tool
Identify leads and proactively generate ideas to connect with clients and prospects
Set and prepare for appointments, e.g., review planning status, life events, suitability updates
Manage and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s)
Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects
Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients
Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed
Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch
Participate in or conduct the initial client on-boarding process
Assist Sr. Financial Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events

161

Schwab Financial Consultant Academy Resume Examples & Samples

Denver: 9875 Schwab Way, Lone Tree, CO
Indianapolis: 8332 Woodfield Crossing Blvd, Indianapolis, IN
Phoenix: 2423 East Lincoln Drive, Phoenix, AZ
Westlake: 2050 Roanoke Road, Westlake, TX 76262

162

Associate Financial Consultant Resume Examples & Samples

Active and valid 66 (63/65) required (Series 66 may be obtained within 120 days of employment)
Active and valid life & health insurance (may be obtained within 120 days of employment)
Minimum of two years of experience in the financial services industry required
Financial business development experience highly preferred

163

VP, Financial Consultant Resume Examples & Samples

Practice consultative planning based wealth management approach to best assess and find appropriate solutions to meet client’s needs
Utilize expertise and knowledge of the securities industry and markets to analyze and interpret client’s investment objectives and provide investment advice suited to meet their needs
Increase branch/brand awareness by participating in community activities, networking and prospecting, soliciting referrals and leveraging relationships with centers of influence
Execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for life
Results driven, highly motivated self-starter who demonstrates a proven track record for client acquisition and closing the business
Must have strong desire for performance-driven compensation and growing earnings potential
Must have a strong connection to community, identifying and capitalizing on existing networks and relationships
Strong verbal communication skills including the ability to make presentations to various audiences
Demonstrated ability to identify crucial events in clients’ lives with the proficiency to leverage this skill to consolidate and retain assets

164

Director / Lead Financial Consultant Resume Examples & Samples

Determines validity of data and provides supporting explanations of conclusions reached
Uses data to project future short- and long-term scenarios and anticipated results
May support financial analysis/reporting and the integrity of financial data by developing the financial systems infrastructure, establishing controlled financial transaction processing through administrative systems, or providing technical support in the production of reports/analyses
Direct small team of Financial Consulants
Responsible for most complex and specialized disciplines of financial analysis and reporting
Participates in defining, interpreting and implementing specific financial analysis parameters, policies and procedures for the business units
Develops general concepts of projects to be completed which have an impact (often global) on the business and ensures deliverables are met and timely
Initiates process improvement opportunities, and approves and implements solutions
12+ yrs. financial experience in a public or private company environment
9+ yrs. of experience applying or providing complex technical knowledge and advice on finance applications and/or systems
Insurance industry experience preferred
MBA or other advanced degree preferred

165

Financial Consultant Resume Examples & Samples

Bachelor or graduate degree in accounting, finance, business or management
Minimum 2-3 years’ experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business
Financial licenses/state registration as required (Life Insurance, 6, 63 and 7), CFP credential
Financial Software knowledge
Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus

166

Financial Consultant Investments Resume Examples & Samples

Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time
Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time
Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time
Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time
Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time
Perform any other related duties as required or assigned

167

Financial Consultant Resume Examples & Samples

Perform and review the monthly financial reconciliations related to various revenue sources for the health plans in the Central region
Lead the process to resolve the exceptions coming out of membership and revenue reconciliations in partnership with the health plans and operations team
Recommend accounting entries to the general ledger and set up of accruals/ reserves based on the monthly reconciliations
Perform the monthly billing and accrual process for different revenue sources to ensure accurate financial results within established timeframes
Research and evaluate trends and variances in health care revenues and receivables
Leverage technology to add controls and eliminate risk from financial processes
Prepare reports and analyses as required in support of the monthly financial closing process and ongoing financial activities
Implement policies and procedures for the revenue group, in consultation with the management
Participate and help in the standardization of revenue analysis and accounting processes across the organization
Prepare analyses required to support timely collection of accounts receivable
Provide internal service and support to project managers and field finance leads on various revenue related financial issues
BS/BA in accounting, finance or equivalent field
Minimum 3 years progressive work experience in finance and accounting
Finance experience in a service, consulting or health insurance industry preferred
Strong process creation and improvement skills
Medicaid Experience
SAS skills for data management
Strong computers and data management skills including experience with data warehouses, MS Access, relational databases, or structured query language (SQL)

168

Financial Consultant Resume Examples & Samples

Responsible for the development of customer financial reports, including data and trend analysis
Manages the timely delivery of client reports by prioritizing and understanding client needs
Prepares year-end financial accounting and reporting for clients to comply with ERISA and IRS requirements
Completes monthly revenue projections and validates data integrity
Responsible for monitoring key financial parameters, including monthly revenue projections
Accountable for the completion of monthly bank reconciliation reports and monitoring of client activity
Responsible for client D&U, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
Responsible for documenting current financial processes and providing information for internal audits
Provides financial support to RFP process and implementation of new clients/new products to existing clients
Prepares historical information for Underwriting to assist them with renewals and plan change pricing
High School Diploma required; Bachelor’s degree strongly preferred
5-7 years of financial/insurance industry experience
Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
Proficient in Microsoft Office software

169

Financial Consultant Resume Examples & Samples

Working in projects related with Shared Services Centers at its different stages: Vision & strategy, Feasibility, Design and Implementation
Assessing and designing finance operating models as well as implementing process improvements
Defining KPIs and implementing Performance Management frameworks
Collaborate in Finance offering expansion by assessing clients ‘needs and business proposal development
Working in a multicultural environment in projects that could be held in Argentina or other countries of Latin America or North America

170

Financial Consultant Resume Examples & Samples

Supports financial management as a key internal consulting resource
Prepare financial reports by downloading information from single or multiple sources; compile databases and formulate spreadsheets; interpret trends, analyze results and explain to both Business and Finance management
Conduct/Coordinate research and/or participate in special studies, model future short and long term financial results
Analyze a variety of data, determine validity, explain monthly actual vs. plan/forecast variances related to unit costs and other metrics, and be able to draw conclusions & make recommendations
Expand or modify existing models to improve efficiencies
Work on basic to more complex financial analyses assignments or projects
Minimum eight years’ experience in an accounting/finance position, preferably in the insurance industry
Advanced skills using MS Excel including functions such as pivot tables, lookup, etc., MS Access
Ability to identify and resolve issues independently
Working knowledge of accounting concepts, principles and practices
Flexible, adaptable and able to handle multiple priorities
Experience with general ledgers (PeopleSoft) and reporting tools (Hyperion)
Understanding of Annuity and Life Insurance products is a plus
Sound judgment, professionalism and discretion
Strong business analytical abilities, attention to detail and organizational skills
Ability to build partnerships and work collaboratively with others
Ability to perform responsibilities in a demanding and fast paced environment
Ability to coordinate/converse with senior level management
Ability to work in a matrix environment, including geographically dispersed team members
Bachelor’s degree preferably in Accounting or Finance

171

Financial Consultant / Financial Systems Resume Examples & Samples

4-6 years General Ledger, Operational Accounting, Financial Analysis, & Financial Systems experience
Large Company / Fortune 500 experience highly desired
Strong Financial Systems experience required, specific experience with UAT & Test Scripts highly desired
Personality: critical thinker, positive, energetic, strong communication skills (verbal & written)
Self-Motivated, works well with teams and independently
PeopleSoft and Advanced Excel pivot tables, v/h lookups) preferred

172

Associate Financial Consultant Resume Examples & Samples

Provides assistance to the financial consultant maximizing sales results while minimizing their time spent on administrative and operational tasks
Is well versed in all broker/dealer technology, compliance, advisory alerts, investment products, services and solutions and be able to assist customers in all aspects of the conduct and servicing of their relationship
Assists the financial consultant with increasing sales and overall productivity
Ensures the efficient ongoing operations of the financial consultant by

173

Senior Financial Consultant Resume Examples & Samples

Maintain and grow a book size of clients that have $250k+ in assets and $100k+ assets in guidance
Identify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement
Responsible for driving branch customer appointments and phone sale opportunities
Positions appropriate products -- through balanced presentations -- to each client’s current needs and long term financial strategy, including sell advice and portfolio planning for each High Asset Client (HAC)

174

Financial Consultant Resume Examples & Samples

Meet and/or exceed the TDA Financial Consultant Sales Performance Minimums on both a quarterly and annual basis across all facets of the TDA product and service platform
Maintain and grow a book size of clients below $250k+ in assets
Build and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base
Position appropriate products - through balanced presentations - to each client’s current needs and long term financial strategy, including sell advice and portfolio planning for each High Asset Client (HAC)
Places high priority on client satisfaction, builds and cultivates long term client relationships
Adheres to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TDA at all times

175

Senior Financial Consultant Resume Examples & Samples

Assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities
Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market / community involvement
Analyze and interpret customers’ financial circumstances and investment objectives
Position appropriate products, through balanced presentations, to each client’s current needs and long term financial strategy
Has a comprehensive understanding of our clients, and is able to adapt approach and style effectively to convey key messages
Adhere to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TD Ameritrade at all times
Utilization of contact management system

176

Financial Consultant Resume Examples & Samples

10% - Analyze data to support assumptions with the asset liability model (new origination maturities and spread for loans and deposits, beta and decay analysis for deposits, loan prepay analysis, loan floor analysis). Back-test model and update assumptions as needed
10% - Process data extracts to load asset liability model, review prepared data for errors, collect and prepare other data from various sources, and reconcile to consolidated balance sheet. Update model and data sources as needed for new or updated products or transactions. Maintain current documentation on model data preparation, input, and reconciliation
10% - Provide Investor Relations and Accounting with reports and support for regulatory and external reporting (Net Interest Income analysis, Balance Sheet analysis, variance explanations). Prepare annual analysis for deposit funds transfer pricing used in segment reporting
10% - Prepare analytical reports and perform special projects as requested by management
Bachelor’s Degree or equivalent experience with at 2-4 years of financial/accounting and strong database skills
Proficient with Microsoft Office products (Excel, Word, PowerPoint, Outlook and Access)

177

Financial Consultant Development Academy Resume Examples & Samples

Develop strong relationships with clients, prospects and business partners
Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market and community involvement
Demonstrate the value of the TD Ameritrade platform, resulting in asset accumulation and retention
Have a comprehensive understanding of our clients, and is able to adapt approach and style effectively to convey key messages
Effectively demonstrate the Core Values of TD Ameritrade in all facets of day-to-day responsibilities

178

Financial Consultant, Strad Team Resume Examples & Samples

Strictly adhere to compliance and firm policies
Display leadership attributes
Display initiative, strong work ethic, participation in training, and other firm initiatives
Possess superior organizational skills – ability to prioritize workflow enabling the meeting of production goals efficiently and consistently
Possess superior interpersonal skills – demonstrate ability to initiate and operate within a proactive, goal-focused team environment
Possess a superior understanding of all client service functions and work with a high level of independence

179

VP, Financial Consultant Resume Examples & Samples

Demonstrated passion for service and financial markets; strong client-focus and the desire to build relationships during each interaction
Strong communication and interpersonal skills, especially the ability to learn and explain complicated subjects, build quality, long-term relationships, and conduct needs-based conversations with a variety of clients
Minimum of five years successful financial services experience working with retail clients, with proven success in providing advice and consultation, managing, developing and expanding client relationships
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines
Proven work ethic with a high level of integrity to build trust with our clients and colleagues
Extensive experience and a sincere interest in the financial planning process
Ability to understand and identify needs with regard with Schwab’s benefits
Deliver expertise, in writing, speaking, training, the Schwab planning community, and other forums on personal taxation, Social Security, estate planning and other financial planning topics
Present to large groups
Serve as subject-matter-expert on key financial planning and personal finance topics, but also other areas including general planning, planning tools, planning process, retirement planning, education planning and insurance
Simplify financial planning topics, to help reps and clients turn advice into action

180

Associate Financial Consultant Resume Examples & Samples

Establish joint appointments with Financial Consultants and customers
Work with Financial Consultant on preparing and scheduling meetings
Assist in covering branches that do not have a dedicated Financial Consultant
Respond to customer and Financial Consultant requests
Update customer information
Complete required and assigned training modules
Become familiar and educated with investment products used to meet customers investment needs
Customer-focused and partnership centric with branch staff
Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
Ability to engage in a high touch environment
Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

181

Investments Connect Financial Consultant Resume Examples & Samples

Bachelor's degree in business, accounting, economics or finance, or equivalent work experience
Three or more years of experience in a financial sales position
FINRA Series 7, 63, 65 or 66 and applicable state insurance licenses
Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
Demonstrated sales and marketing abilities
Strong analytical skills to assess client needs
Well-developed analytical and problem-solving skills

182

Leas Financial Consultant Resume Examples & Samples

Coordinates company financial planning and budget management functions
Manages the preparation of financial outlooks and financial forecasts
Develops and maintains financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast, and budget
Ensures compliance with local, state, and federal budgetary reporting requirements
Produces budgets and forecasts and plans resource requirements
Works closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
Knows where to obtain all relevant data and uses financial reporting software to efficiently meet the reporting needs of management
Anticipates customer needs an proactively develops solutions to meet them
Authorizes deviations from standards in regards to budgets and forecasts
Motivates and inspires other team members
3-6 years of professional experience in a data analysis, finance, or accounting role
Advanced level of proficiency with MS Excel, Intermediate
Requires knowledge of principles of financial management sufficient to direct professional staff and the ability to develop annual budgets, analyze financial data and patterns and prepare financial statements
Beginner to intermediate proficiency using PeopleSoft/ MS Access
Desire to make an impact, manage multiple tasks, and shift priorities quickly
Ability to work with minimal guidance
Master’s degree in Accounting or Business Administration preferred

183

Financial Consultant Resume Examples & Samples

Requires a BS/BA; Degree in accounting or finance preferred; or any combination of education and experience, which would provide an equivalent background
MBA, CPA, or CMA preferred
Minimum of 3-5 years of experience in general accounting, finance, or budget and planning
Experience in telecommunications expense management is strongly preferred

184

Financial Consultant Resume Examples & Samples

Participate in initial meetings with client or project lead to define the scope of the project. Provide insight and expertise on defining the data models, including knowledge of the capabilities and flexibility of different models. Take detailed notes on client calls, to ensure accurate information collected to determine project and data scope
Initiate the data model architecture, evaluate the project scope to determine if can update an existing data model or if need to create new data model. Define data architecture based on project scope, insight from the project lead and direction for the project's actuarial advisor. Ensure data model architecture captures the full scope of the project, adheres to actuarial best practices and is flexible enough to make future adjustments
Delegate model updating and/or model building tasks to junior staff. Provide staff clear direction and defined timelines. Share knowledge with junior staff and provide junior staff training as needed to complete project tasks. Act as resource for support staff, answer questions, provide work arounds for obstacles that arise
Identify data anomalies and exceptions as observed in project deliverables (reports, analysis). Understand the reasons and impacts of data anomalies and exceptions on the analysis in order to explain these issues to senior staff or project lead. Think through data issues and formulate possible solutions. Communicate data anomalies with project and client team and provide insight, expertise and direction on address issues regarding the data anomalies
Project manage multiple tasks on different projects simultaneously to include the following: organize project work flow and delegate project tasks to junior staff; manage the quality and timeliness of project deliverables; ensure client deliverables are client ready
Create client call agendas, coordinate calls with client and project team and actively participate in client calls and meetings
Participate on interviewing teams and/or act a mentor for junior staff
BA/BS or equivalent experience required
Minimum five years of industry experience required
Knowledge of MS Office Tools. Intermediate to advanced skills in Excel. Intermediate skills in Access. Intermediate skills in PowerPoint
Strong analytical and mathematical skills. Understanding of Actuarial principals and methodologies
Ability to partner and lead small teams to deliver project objectives

185

Financial Consultant Resume Examples & Samples

Overall accountability for the financial support of multiple complex National Accounts clients: Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicates results to meet client needs
Prepares year-end financial accounting and ERISA reporting for clients; validates monthly revenue projections and responsible for data integrity
Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives
Accountable for the completion of monthly bank reconciliation reports and monitors client activity
Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
Participates in client meetings, in person or via conference call, and prepares materials as needed, participates in client account audits and actively engages in strategic planning process
Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed. Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
Provides financial support to Request For Proposal process and Implementation of new clients, as well as the addition of new products to existing clients
Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting and actively contributes to client strategy discussions. Demonstrated knowledge of MetLife’s and competitors’ products and industry trends
Leads in cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
General understanding of U.S. economy and employee benefits industry, including a firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems

186

Medicare Financial Consultant Resume Examples & Samples

Master's degree a plus
Must have a "big picture" approach to healthcare and the Medicare benefit with the ability to gather financial information from various sources, analyze metrics and trends, leading to conclusions that will support sound business decisions across the enterprise
Experience working in the healthcare industry required, with knowledge of Medicare preferred
Must understand medical terminology, be familiar with ICD-10 codes, revenue codes, DRGs, etc
Must have a solid background in general finance, accounting terms, budgets, general ledger
Excellent Excel skills, SQL a plus

187

Financial Consultant Resume Examples & Samples

3+ years of financial and operational management experience
Bachelor's degree in accounting, finance or a related field
MS Office including MS Access and Powerpoint
Smartview/ Essbase

188

Financial Consultant Western Michigan Territory Resume Examples & Samples

Coordinate, organize and facilitate workshops/benefit fairs
Travel required and Valid U.S. Driver’s License (Primarily Western Michigan)
Must be highly organized and capable of handling multiple tasks in a fast-paced environment
Agility in determining and managing priorities

189

Financial Consultant Resume Examples & Samples

2+ years of experience in reviewing, analyzing, validating, and reconciling financial/accounting information
Knowledge of and experience improving Federal accounting and transaction process, internal control objectives and generally accepted accounting principles
Active Secret security clearance required

190

Senior Financial Consultant / Finance Manager Resume Examples & Samples

Lead affordability support to specified Optum product and channel leads
Support channel and product leads in monthly affordability reporting and analysis, and deal support
Lead affordability analytics and modeling across all Lines of Business to include mentoring, advising and supporting other Affordability Consultants in analysis and reporting
Partner with UHC customer affordability and finance teams on targets, variances, methodologies, planning and executive reporting and analysis support
Partner with Finance and Health Care Economics to maintain, review & assess affordability programs and initiatives
Assist in the planning of annual affordability targets
5+ years of finance and/or finance operations management experience
Bachelor's degree in Accounting, Finance or related field
Exceptional financial acumen
Intermediate to Advanced level of proficiency with MS Excel
Experience in Healthcare and Healthcare related data management
Finance/Product Development/HealthCare Economics experience - a combination of the two is preferred
Experience with Hyperion Essbase and PeopleSoft

191

Financial Consultant Resume Examples & Samples

Responsible for variance analysis of GAAP and STAT financial statements
Preparation and presentation of reports to senior management
Review quarter-end and year-end audited financial statements, footnotes, and MD&A
Prepare financial reports to comply with outside regulatory agencies and to provide management with timely information
Provide support for STAT preparation of Blue Books and audited financials
Supports internal and external audits and SOX team as required
Partner with TAG to ensure accurate accounting of complex accounting transactions
Lead or participate in special projects as required
Initiate process opportunities and implement improved solutions
Perform other general accounting duties/ad hoc requests
6+ years of experience in US GAAP Accounting – financial reporting and analysis
B.A./B.S. in Accounting/Finance or equivalent
CPA, MBA, or CMA highly desired
Proficient in insurance accounting and US STAT
Knowledge of People Soft and Hyperion Financial Management (HFM)
Ability to work within tight time constraints and multiple priorities
Excellent interpersonal skills, teamwork and collaboration

192

Senior Financial Consultant / Specialist Resume Examples & Samples

Financial modelling
Financial structuring
Project finance
Cost of supply studies
Tariff studies
Report preparation and presentation to clients
Tender preparation based on Requests for Proposals (RFPs) and Requests for Expressions of Interest (RFIs)
Undertaking training
Having an appreciation of the roles of fellow professionals on other projects and interfacing and coordinating with them appropriately
Interfacing with clients, suppliers and contractors
Masters in finance, accounting, engineering or economics (or related field with a quantitative emphasis)
A minimum of ten years’ experience working in financial modelling, quantitative financial analysis and financial structuring working for banks, financial institutions and project developers
High level of IT literacy and numeracy skills
Experience of working as a consultant and assignments overseas will be an advantage
Experience in transaction advisory services and of advising clients on large scale power transactions
Experience in cost of supply and tariff studies
A strong track record in modelling and quantitative analysis is essential particularly in the electricity/energy market
Good report writing and public presentation skills
Ability to produce clear and logical written communication
A willingness to travel internationally for short periods
Ability to be adaptable and able to work both independently and as part of a team
A keen interest in contributing to business development including writing proposals and making occasional pitches
Pay strong attention to detail and demonstrate accurate work
Highly motivated to lead the financial analysis area, interface with clients, as well as undertake training of junior staff

193

Senior Financial Consultant Resume Examples & Samples

Act as a strong liaison and provide analytic support on network related initiatives
Analyze benchmarking data, reports, processes, and measurements
Develop/document business, analysis and reporting requirements
Evaluate and prioritize data changes and enhancements
5+ years of progressive professional experience with emphasis in financial analysis or other analytical functions i.e. data analysis, business intelligence, data mining
Demonstrated presentation skills/reporting data to business leaders
Ability to deal with ambiguity and
Strong communication skills, written and verbal, with all levels within an organization
Proficient in computer and analytical tools such as SAS, SQL
Healthcare or Pharmacy experience

194

Financial Consultant Resume Examples & Samples

Life, Health and Accident licenses - *If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire
Variable Annuity - *If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam
Series 7 - *If not held at time of hire, incumbent must obtain the above listed licenses within 1year of hire
Series 63 and or Series 66 - *If not held at time of hire, incumbent must obtain the above listed licenses within 90 days of passing Series 7 exam
All time-frames set forth above may be extended or modified in the sole discretion of management, based upon a showing of good cause

195

Senior Financial Consultant Resume Examples & Samples

Build and develop working relationships with business Finance, Strategy, and Actuarial teams across in-scope businesses
Support the reporting of VNB Plan and Projections on key management reports, i.e. the VNB Projection Summary File, Quarterly Finance Dashboards, Executive Group presentations, Board of Directors materials, etc
BA/BS degree highly desired, preferably in Computer Science, Math, Finance, or other quantitative studies. MBA preferred
5+ years’ experience in planning or budgeting role preferably working with large amount of data
Microsoft VBA or other Database Language preferred, not required
Excellent financial modeling skills. Seeks out technical knowledge and skills (e.g. Microsoft Excel, Microsoft Access, Visual Basic, etc.) to continuously improve model and process efficiency
Ability to interface with other business units and senior stakeholders across multiple time zones
Strong sense of customer service and courtesy

196

Financial Consultant Resume Examples & Samples

The most challenging aspect of this role? It’s all about how effective you can be in interpreting and analyzing large amounts of data from multiple sources and using it to tell a meaningful story
Bachelor's degree in finance, accounting or equivalent work experience
3+ years of financial and operational management experience within a high growth environment

197

Audi Financial Consultant Resume Examples & Samples

Assisting in the overall budgeting and forecasting process, ensuring appropriate commitment controls, four-eye-principles, & early warning processes
Analytical expertise and conceptual thinking – using logic and reason, creative and strategic
Computer savvy – skilled in the use of software
Integration – joining people, processes, and systems
Process Focused
Policy definition and implementation
Microsoft Excel & PowerPoint efficiency
Experience in budget management / controlling
Process optimization
Experience in automotive industry
Experience in a business function
Bachelor’s degree in Business, or in related field of study

198

Financial Consultant Resume Examples & Samples

Exhibits and is recognized for a high-level of financial expertise gained through a series of professional assignments and ongoing career development
Prepare monthly journal entries as necessary; included but not limited to accruals, re-class and other changes
Input data into the Hyperion system for both Budget and Forecast
Analyze a variety of data, determine validity, explain monthly actual vs. budget, actual vs. forecast variances, draw conclusions & make recommendations
Work on and may manage basic to more complex financial analyses assignments or projects
Intermediate to advanced skills using MS Excel including several advanced functions such as pivot tables, lookup, etc., MS Access is a plus
Understanding of Annuity and Life Products is a plus
Experience with general ledgers (PeopleSoft) and reporting tools (Hyperion) is a plus

199

Financial Consultant Resume Examples & Samples

Obtains clients through prospecting, lead utilization, local market and community involvement. Helps develop and execute client acquisition plans through one on one client meetings, client referrals and small group seminars. Creates and maintains a calling plan to stay in contact with clients
Receives transactions requests and places equity trades in a timely fashion. Works closely with clients to adjust portfolios. Creates and maintains appropriate paperwork and records
Identifies cross-sell opportunities and introduces clients to bank partners for mortgage and deposit services. Works closely with branch staff to create referral campaigns and identify prospects. Accompanies retail and commercial business partners to client appointments in order to address investment/retirement plan needs of clients/prospects
Acknowledges and abides by all Capital Bank and Broker/Dealer policies and procedures; ensures all issues related to customer complaints are handled according to all policies and procedures and are resolved timely
Certifications and Licenses: Required: Series 7 and Series 63 and/or 66 licenses and Life Insurance/Health when requested
Must have a valid state driver’s license

200

Financial Consultant Resume Examples & Samples

Bachelor's degree in Finance, Accounting, or a related field
3+ years of experience with financial and/ or data analysis experience
Proficiency with MS Office Suite (Excel, Word, PowerPoint, Outlook)
Advanced Excel skills to perform data analysis & report generation (formulas, calculations, pivot tables, charts, graphs, etc.)
Intermediate Powerpoint skills to produce polished, executive level decks distilling down large amounts of information to what is most important
Excellent communication, time/project management, problem solving, organizational, and analytical skills
Strong communication skills with the ability to influence internal and external stakeholders
Comfortable interacting with various levels of management
Ability and willingness to be flexible and adaptable
Ability to learn quickly and work with minimal supervision
Self-motivated to prioritize work on multiple complex assignments
Healthcare sector experience with knowledge of Medicaid products/benefits
Experience working cross-functionally
Experience working for a large matrix organization

201

Lamborghini Financial Consultant Resume Examples & Samples

Support ALA Management on strategy or operational projects as required
5-10 years relevant work experience
Analytical and conceptual thinking – using logic and reason
Business savvy – understanding operational environment
Planning skills – translation of operational topics into the ‘world of finance and controlling&#8217
Communication skills – interpersonal, presentation and written
Computer savvy – skilled in the use of standard Microsoft and VWGoA SAP software
Integration – joining people, processes or systems
Change management – foster a process and compliance-driven environment
Familiar with SAP Accounting and Reporting Systems
Familiar with VWGoA/VW/Audi Financial Planning Process
Bachelor’s Degree in Accounting, Finance, Business Administration, or related field

202

Dedicated Financial Consultant Resume Examples & Samples

Licensed with the Series 7 and 66 (or equivalents), required
Minimum 3 years investment sales experience
Designations required (e.g. AWMA®, CFP®, CRPC®). If designations not currently held, they must be obtained within 6 months
Proven sales performance with demonstrated results in current role
Willing to commit to 18 months in role
Expertly utilizes Merrill Edge Roadmap and Wealth Management tools to drive meaningful dialogue and deepen relationships
Deep knowledge about MEAC products and services, including MESP
Strong focus on client delight
No written progressive discipline (6 months)

203

Financial Consultant Resume Examples & Samples

Deliver exceptional service to clients by answering general account inquiries
Research and resolve client requests
Understand what is important to a client and provide investment advice and guidance to their overall financial goals
Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations
Demonstrated passion and interest in financial markets
Must be flexible to work assigned shift within center hours of operation

204

Financial Consultant Resume Examples & Samples

Experience with Navy enterprise resource planning (NERP)
Experience with Microsoft Office, including PowerPoint and Excel
Knowledge of DoD financial systems and Program, Planning, Budgeting, and Execution (PPB&E)
BA or BS degree in Finance or 5 years of experience with foreign military sales in lieu of a degree

205

Senior Financial Consultant Resume Examples & Samples

Prepares financial reports by downloading information from single or multiple sources, compiles databases and formulates spreadsheets
May interpret financial trends
Minimum of 8 or more years’ experience in finance related-assignments in a public or private environment with at least 3 years in an investment finance, management consulting or financial reporting role
Influential leadership skills and the ability to distil large amounts of data into clear concise
Proficient with querying data from multiple tables using SQL syntax
Demonstrated creative thinking and problem-solving capabilities

206

Financial Consultant Resume Examples & Samples

Requires a Bachelors Degree in Finance, accounting, or a related field
Masters Degree is preferred
Requires a minimum of five to seven years in Finance, Accounting, or related field
Previous supervisory and/or consulting experience is preferred

207

Licensed Financial Consultant Resume Examples & Samples

3-5 years of experience in the Financial Services industry or MBA/CFA/CFP
Bachelor’s degree from an accredited college and or university
State Life & Health License , FINRA Series 6 and FINRA Series 63 Required
AIG Background check includes credit, criminal, education & employment verification

208

Lawson Functional Financial Consultant Resume Examples & Samples

Gather client requirements for business rules, configuration, conversions, interfaces, reporting and security
Perform fit/gap analysis of client requirements to delivered Lawson functionality
Create testing strategy for user acceptance testing
Develop reports and adhoc queries
Provide post-implementation support
Create deliverables for key project milestones and obtain the appropriate client sign off
Prepare weekly status reports for the Project Manager
3 yrs experience in Accounting, Finance or Financial Reporting
Accounting Certifications desirable
Implementation and/or hands on experience with ERP system or Lawson Financials version 9.x or higher
Solid understanding of General Ledger functionality and key business processes: application set-up, Online and Spreadsheet Journal Entries, Code Block, Combo Edits, Allocations, Consolidations, Multi-Currency, Report Writer, Transaction Writer
Solid understanding of Accounts Payable functionality and key business processes: Application Setup, Vendor Setup, Voucher Entry, Matching, Pay Cycle Processing, ACH Payments, Withholding, Sales & Use Tax, 1099 Reporting, Multi-Currency, Message Queue resolution process
Experience with Activities, Billing, Lease Management, Grant Management is a plus
Proficiency in the development of reports and adhoc Lawson queries
Excels in a team environment
Demonstrate a willingness to learn new skills that fall outside one's own immediate skill set
The ability to multitask & prioritize work in order to complete project tasks and deliverables on time
1 year of IT consulting experience

209

Senior Financial Consultant Resume Examples & Samples

Owns the CSC/GCS/Innovation/Security close calendar
Acts as centralized Operations Finance Financial Reporting resource
Acts as database owner for CSC ESSBASE cube, control check point to identify errors early in the consolidation process
Manages the centralized file storage to allow business partners access to appropriate data
Delivers cross business reporting, including
Corporate Pre/Post Allocated Results and Commentary
Corporate DBR format Commentary & Analysis
Corporate Flash format & Commentary
Call Center Cost per Unit Reporting (Call/Minute/PFO)
CSC BD3/BD9 detailed expense Reporting
Call Center Weekly Headcount Reporting
UCI Monthly Savings/Expense Tracker and OMM
Works closely with AVP to analyze business trends and projections in order to articulate significant issues effectively with concise recommendations
Has a strong understanding of financial practices and principles as well as short and long term action implications. Has a strong understanding of project management techniques and has the ability to monitor progress against objectives
Develops concepts surrounding the evaluation of strategic initiative spending, defines measurable parameters, and monitors progress to ensure timely and impactful deliverables and execution
Fulfills an important relationship management role between GTO Finance and Corporate Financial Operations group. Maintains a strong connection with next-level-down Operations leaders to enable effective expense management and forecasting
Demonstrated exceptional analytical, interpersonal communications, presentation, coaching and project management skills. Prefer 5+ years financial analysis experience in public or private company environment with at least 5 years leading people or projects
BA/BS degree, preferably in Finance or Accounting, or equivalent experience. CPA/CMA and/or MBA desired
Proficient to expert level in Hyperion & ESSBASE and expert in MS Excel, including Pivot tables, lookups and macros

210

Financial Consultant Resume Examples & Samples

International Net Investment Income Plan and Projections (projection, analysis and reporting)
Work closely with business counterparts and asset sector managers to obtain model inputs (reinvestment allocation, cash flow assumptions, scarce asset production, notable one-time items, etc.)
Run projection model: loading feeds, submitting calculations and cube processes, creating custom reports, etc
Gain in-depth understanding of all outputs from the model and provide a well analyzed and detailed attribution to senior management
Build monthly reporting packages distributed to key business partners
Ad-hoc requests. Analyze and implement process improvements
5+ years total experience in Accounting, Finance, Investments or an applicable field of expertise
Bachelor’s degree in Finance, Accounting or other areas of applicable expertise
Candidate should have sound knowledge of Investments and all asset classes such as Fixed maturities, Derivatives, Capital Markets, etc
Candidate should be able to understand impact of investment results to financial statements (balance sheet & income statement)
Candidate should have sound knowledge of Investment Accounting and impact of investment actions on financial statements
Candidate should be able to understand financial disclosures such as Quarterly Financial Statements, 10K, 10Q, Annual Statements
CPA, CFA or MBA a plus
Bloomberg experience a plus
Experience with multi-year projection modeling a plus

211

Senior Financial Consultant Resume Examples & Samples

Owner of Operational Volume Projection model and assumptions
Subject matter expert of the production and analysis of the operational volume projections
Subject matter expert of the CLASIC system and maintenance of rules and allocations
Analyze monthly CLASIC results to insure accuracy and consistency of case level and market segment P&Ls
Ensure and support the accelerated delivery of market segment results
Key member of the CLASIC optimization working team
Develop and maintain strong business relationships with business and finance partners
Participate in projects within the Cross Portfolio Team
Develop continual opportunities to improve processes and procedures
Synthesizing information and understanding the business to assist in providing insight about our portfolio to business partners
Strong MS Excel and MS Access and MS power point required
4 or more years of experience in finance and financial analysis. Insurance industry experience preferred
2 or more years of experience with Data Modeling using MS Excel
Experience with process flow mapping and analysis
Excellent organizational and analytical abilities
Strong process management skills
Excels at building partnerships and fostering teamwork
Manages performance independently and effectively
Group insurance product knowledge a plus

212

Financial Consultant Resume Examples & Samples

Works on basic to more complex financial analyses assignments or projects
Creates effective dashboards and data visualizations as well as presentation materials incorporating graphs, charts, tables and other illustrations
Interfaces with key stakeholders within the MetLife Unit Cost Improvement Office as well as subject matter experts across the organization
Conducts/ coordinates research and/or participates in special studies, models complex future short-term and long-term financial results, reconciles actual results against projections, and explains variances
Work with business units across the organization to understand their key measurable data points and KPI’s
Minimum of 2 or more years’ experience in finance related-assignments in a public or private environment with at least 3 years in an investment finance, management consulting or financial reporting role
BA/BS, preferably in Finance or Accounting
Superior consulting, analytical, interpersonal, communications, time management and project management skills
Strong communication skills, highly analytical and well organized
Ability to work in a fast-paced, challenging environment and handle multiple tasks simultaneously while maintaining a positive and professional demeanor

213

Financial Consultant Resume Examples & Samples

Accounting and analysis of company’s derivative instruments and debt
Preparation of derivative footnotes and disclosures in the company’s SEC filings
Monthly/quarterly/annual reporting for company’s debt, derivatives and hedge accounting
Key contact and expert for the treasury accounting system
Ad – hoc projects related to Treasury, Tax or specialized accounting topics

214

Senior Financial Consultant, AIS Resume Examples & Samples

Engaging clients in exploratory conversations to gain an understanding of their financial position and uncover opportunities to deepen their relationship with TIAA
Assisting clients with account opening, rollovers, and asset allocation
Coordinating with appropriate business partners to provide a world-class experience to our customers
Resolving issues for clients; demonstrate strategic thinking when pursuing problem resolution and retention
Follow practical application of all compliance, regulatory, and company policies and guidelines
Solid understanding of financial services products, including retirement, mutual fund, brokerage, and life insurance products
Operates well in a fast-paced environment: self-starter, ability to execute without significant oversight, and ability to juggle multiple priorities
Series 7 & 66

215

Senior Financial Consultant Resume Examples & Samples

Validate Encounter data extract logic, which includes oversight of logic programmed within internal systems based on CMS rules and guidelines
Monitor CMS changes to the Encounter submissions and work with internal systems to ensure accurate implementation and compliance with CMS guidelines
Provide short range trouble shooting for day to day issues and ongoing maintenance with the Encounter applications and reporting. Makes recommendations as needed to ensure reliability of the process and finds innovative solutions when problems occur
Completeness Controls – Reconcile internal systems against CMS to ensure Encounter submissions are complete
Timely Submission Controls – Monitor the timely submission of Encounter Data to ensure compliance with CMS requirements
Accuracy and Error Reporting – Generate Encounter Accuracy and Error reports
Root Cause Analysis - Perform Root Cause Analysis to facilitate error correction and identify process improvement opportunities to improve accuracy and prevent future errors
Coordinate Error Correction - Work with various internal teams to identify root causes and correct Encounter errors
Develops policies and procedures for system, application and related operational processes in order to ensure optimization and compliance with CMS Encounter Submission guidelines
Review the analysis and interpretation of others work
Develop ad-hoc and standard operational reports
Support short and long term operational/strategic business activities through analysis
Develop and implement effective/strategic business solutions through research and analysis of data and business processes
Document/Communicate root causes affecting performance as identified through analysis
Determine and track financials implications of initiatives
Bachelor degree in Business Administration, Finance, Health Administration or related field
5+ years of healthcare data analysis experience in a healthcare plan or environment, preferably in Medicare
Advanced SAS and SQL programming skills
Proficient MS-Excel and MS-Access
Proven ability to use large datasets to produce high quality analysis and metrics
Proven ability to perform statistical analyses to independently identify root causes of medical cost trends
Excellent interpersonal and team skills
Ability to work from the Minnetonka, MN or Horsham, PA offices

216

Financial Consultant Resume Examples & Samples

This position reports to West Field Finance Analytics team, supporting the AZ/CO CFO as well as the market leadership team
Partner closely with CFO and market leadership
Assist in creation and execution of market business plan
Assist in tactical market financial execution
Assist in completion of accurate market forecasts
Assist in identifying financial risks & opportunities
Support market pricing decisions, including DRIVE recommendations
Establish trust via strong relationships across functions within the market and the national Finance team
Bachelor's degree in finance, accounting, or a related field
Intermediate MS Excel experience with pivot tables, v look ups, what-if analysis, scenario modeling
Proven experience driving business performance in a corporate environment
Executive presence, ability to communicate and influence with internal stakeholders
Ability to succeed in a virtual environment
Hyperion Essbase

217

Financial Consultant Resume Examples & Samples

DoD/DTS experience
Experience or familiarity with DoD and DFAS financial processes and procedures
Knowledge and application experience of basic accounting principles
Proficient personal computer skills with MS Office (Word, Excel, Power Point)
Demonstrate excellent interpersonal, organizational, and verbal and written communication skills
Reconcile financial, accounting and transaction discrepancies
Ability to gather, analyze and present facts
Ability to build reports, extract and report reliable data
Ability to develop and maintain relationships with key business partners by building personal credibility and trust
Demonstrated ability to make informed decisions, manage workload, and meet deadlines independently

218

Financial Consultant Resume Examples & Samples

Support the financial plan strategies and monthly projection processes through the development of the lives plan and performing variance analysis, as necessary
Support the annual financial reporting completed by Controllers, by completing supplemental schedules as requested by the various states (support to Schedule T & A)
Complete quarterly and annual marketing surveys (LIMRA, NADP, etc.)
Complete Request for Proposal questions to gain potential new sales
Support the preparation of monthly/quarterly projection process for Dental, Vision, and A&H, as needed
Track and analyze other Dental, Vision and Accident & Health metrics used by senior leadership
Reconcile data between various sources and systems
Ad hoc projects as they arise
Strong knowledge of Excel, and Access
Detail oriented problem solver
Ability to quickly learn and utilize new software tools
Ability to work independently or as a part of a team
Demonstrated analytical and time management skills
Excellent oral and written communication abilities
Working knowledge of MetLife systems is a plus

219

Financial Consultant Resume Examples & Samples

Works independently to manage complex projects involving coordination of multiple participants and teams aimed at assisting decision 'making in resource allocation and/or improving the financial performance of HFHS. Maintains a high level of responsibility for completion of assignments/projects
Acts as a leader for individuals or multi-analyst assignments/projects. Prepares plans and coordinates resources as required
Is responsible for the following
Developing and refining scope of projects/assignments and objectives
Developing projects/assignments work plan
Guiding day-to-day activities of the projects/assignments work team
Facilitates and/or leads team projects
Provides updates to management
Coordinates written and verbal presentations of findings, conclusions and recommendations
Conceptualizes ideas, develops work plan, and executes plan. Develops and determines priorities and monitors status of projects on an ongoing basis
Occasionally supervises tasks of staff relative to assignments/projects
Works with all levels of staff/management
Conducts interviews with users and performs various data gathering techniques. Fosters teamwork with all involved parties to insure efficiency
Documents current systems and operations. Analyzes client systems, procedures and operations and identifies opportunities for improvement. Identifies and tests alternative methods and procedures and identifies associated costs and benefits
Defines requirements to modify existing procedures or develops new system implementation of revised or new methods
Guides other staff in performing analysis. Establishes work 'schedules and priorities to ensure that workflow are controlled
Identifies staff development needs and opportunities for improvement or enhancement of staff skills
Healthcare finance operations experience preferred

220

Associate Financial Consultant Resume Examples & Samples

Underwrites individual insurance applications to cover property and casualty with guidelines set for the issuance of policies on a standard or substandard basis
Determines whether to accept, modify or decline a risk through evaluation of the property's value, location, usage, and safety features, and other information pertinent to the decision
Has frequent contact with field to gather information on which to base and defend underwriting decisions
Does not have any assigned Production goals
May provide support to Underwriter Senior in servicing and management of accounts
Bachelor's degree and 2 or more years related work experience
Working knowledge of Microsoft Windows and Microsoft Office applications

221

Financial Consultant Resume Examples & Samples

The most challenging aspect of this role is how effective you can be in interpreting and analyzing large amounts of data from multiple sources and using it to tell a meaningful story
Bachelor's degree in accounting, finance, or a related field
3+ years of financial and/ or accounting experience within a high growth environment
Intermediate experience with MS Excel
FP&A Experience

222

Financial Consultant Resume Examples & Samples

Uses data and partners with various areas of the P&C business and accounting to project future short- and long-term scenarios and anticipated results. May support financial analysis/reporting and the integrity of financial data by developing the financial systems infrastructure, establishing controlled financial transaction processing through administrative systems, or providing technical support in the production of reports/analyses
Takes part in a variety of month end close processes with accounting and enterprise finance partners, and prepares information to be uploaded into the P&C Income Statement system
Maintains regular contact with business partners, and coordinates various reporting of results and development of monthly forecast and annual budgets. Takes part in the development of best practices and process improvement within the group
Provides key financial analysis for business partners and partners on multi-departmental projects as they arise
MBA degree is highly desired, Bachelor's degree in Finance or Accounting, or equivalent work experience is preferred
7+ yrs. financial experience in a public or private company environment is required
5+ yrs. of experience applying or providing complex technical knowledge and advice on finance applications and/or systems is preferred
Working knowledge of accounting concepts, principles, and practices preferred
Thorough knowledge of the business, products and services preferred

223

Financial Consultant Resume Examples & Samples

Provides financial support and analysis for monthly sales, quarterly Assets Under Management, monthly Revenue modeling / projections, monthly Accelerating Value modeling / projections and quarterly Broker Dealer reporting
Perform comprehensive financial modeling and analysis for MetLife’s Investment Management Business
Work closely with Portfolio Managers and Asset Sector Specialists to obtain inputs to run the financial models
Analyze data and process flows to improve modeling accuracy
Gain in-depth understanding of all outputs from the financial model and provide attribution of the results
Oversee quarterly Assets under Management reporting for MetLife Combined Managed Assets, including pitch books, investor presentations and the Investment Management Business website
5+ yrs. working with Excel in a corporate environment, including the use of more complex Excel functions, such as pivot tables and V-look-ups
Bachelor's degree in Finance, or equivalent work experience
Completion of or progress towards CPA or MBA
Aptitude in building and adjusting spreadsheet models/databases
Working knowledge of accounting concepts, principles, and practices related to investments and asset management
Excellent written and oral communication skills, including ability to communicate with all levels of management

224

Financial Consultant Resume Examples & Samples

Bachelor Degree Accounting or Finance
Minimum 3 years’ experience Financial Modeling
Financial Systems Knowledge
Strong Business Acumen
Our federal contracts require our employees to be U.S. Citizens. Are you a U.S. Citizen?
Health Care Experience

225

Executive Financial Consultant Resume Examples & Samples

Exhibits independent and strategic thought
Requires strong application of CFP® Practice Standards and CWS® principles, beyond having the designations
Expert ability to communicate with and engage employees and ultimately influence employee action with strong verbal and written presentation skills
Demonstrates ownership and coordination of additional internal and external resources to serve as specialist in the areas of comprehensive financial planning, including, but not limited to, equity compensation, fixed income strategies, and retirement and estate planning strategies
Demonstrates a bias for action and a commitment to achieving sustainable results
Expertise in various wealth management topics, including investments, Modern Portfolio Theory, tax management, and financial planning
Ensures the proper risk disciplines are in place to deliver the best outcomes for our employees
Speaks and acts with confidence
Deep and broad understanding of local competitive landscape and can consult with executives on their financial strategy
Ability to proactively recognize life-cycle events for employees and leverages this ability to consolidate and retain assets. Effectively probes for life-cycle events and provides appropriate financial planning advice

226

Financial Consultant Resume Examples & Samples

Responsibilities will vary according to the areas of assignments
Generally, the responsibilities will include some or all of the following: Support Ryder's Business Development and Operations in costing and pricing activities, which include gathering cost data for developing of costing analysis, analysis of alternative pricing and billing strategies, risk - return evaluation and contract review / analysis / negotiation
Provide financial support and advice to operations management on ways to maximize financial performance of accounts and establish appropriate controls and business behavior
Prepare various internal financial reports for executive management
Perform monthly analysis of financial statements including, balance sheets, income statements and cash flow statements
Contribute to the business and strategic planning processes, capital budgeting and other special projects such as evaluation of capital investments including acquisitions, technology and leases
Prepare financial presentations for Treasury, Strategy and Investor Relations

227

Financial Consultant Resume Examples & Samples

Collect, consolidate, report, and perform analysis on the Enterprise-wide Value of New Business (part of Embedded Value) plan and projections
Enhance consolidation and reporting tools as needed to improve granularity, accuracy, and transparency for multiple deliverables and audiences
Communicate projection requirements and expectations to business partners, and continuously manage progress to ensure timely reporting and submission. Review outputs for accuracy and reasonableness with key stakeholders, including Regional and Business CFOs
Develop a process to provide analysis for deviations against comparable periods, i.e. actual vs. plan performance metrics. Documentation of processes, improvements, and variations from Core EV assumptions
Microsoft VBA or other Database Language preferred
Working understanding of Insurance financials (GAAP and STAT)
Strong analytical and problem-solving skills and demonstrated ability to work independently
Learns quickly and able to summarize findings into reports for management and stakeholder consumption. Comfortable in dealing with and resolving ambiguity

228

Financial Consultant Resume Examples & Samples

Develops and maintains financial models with multiple inputs from financial systems to calculate expense prorates across legal entities and products
Documents expense allocation processes, procedures and metrics. Identify, implement or strengthen internal controls in existing/new processes
Review monthly allocation results for unallocated balances and preform research on identified anomalies
Perform other related duties as assigned or required, including preparing general accounting entries for operating expenses when needed
5 to 7 years’ experience in an accounting/finance position
Experience with Expense, Benchmarking and accounting
Advanced skills using MS Excel including functions such as pivot tables, lookup, index matches, etc., MS Access
Experience in the insurance industry

229

Financial Consultant Resume Examples & Samples

Provide a broad range of financial consulting/planning services to our individual customers/participants at existing institution concentration on healthcare in the metropolitan area; ensuring asset retention and growth
Travel required and Valid U.S. Driver's License (Primarily Metropolitan NY area)
Agility in determining an managing priorities

230

Financial Consultant Resume Examples & Samples

Provide financial consulting support to senior leadership related to planning, costing, forecasting, evaluating, measuring and controlling risk of financial plans for the organization
Collect and compile data to identify, analyze and interpret trends or patterns in simple to complex data sets
Research General Ledger (GL) entries as required
Participate in the build of annual budgets while providing guidance and controllership of process
Produce, edit and distribute a variety of financial documents such as budget variance financial analysis, monthly financial forecast / re-projections, labor comparison reporting
Provide one-on-one financial updates on both direct costs as well as end-to-end cost allocated financials / PMPM (by function and segment)
Develop financial corrective action plans and assess financial impacts of decisions
Coordinate with other areas of the company as an active participant of various Return on Investment (ROI) initiatives
Provide financial education as needed
Participate in departmental / divisional workgroups and initiatives; support or lead components of projects
Complete project work as assigned, coordinate and maintain project plan documents
Participate in the review, evaluation and modification of work processes, policies and procedures to ensure continuous improvement, compliance and adherence to business and system requirements; identify and recommend improvements
Two (2) years supervisory or leadership role experience
Knowledge of Service Org organizational structure
Knowledge of Corporate financial systems (PeopleSoft, Hyperion, Cost for Pricing, etc.)

231

Financial Consultant Resume Examples & Samples

Undergraduate degree highly preferred
Active and valid Series 7 required
Active and valid 66 (63/65) required (Series 66 can be obtained on a condition of employment within 90 days of hire)
Strong interpersonal skills with demonstrated ability to influence and persuade
Preferred experience in qualified retirement plan and/or brokerage environment

232

Financial Consultant Resume Examples & Samples

Support strategic planning and forecasting process through communication with executive management and business line leaders
Collaborates with senior leaders to develop strategic presentations for executive meetings
Works closely with decision makers to evaluate costs, revenue enhancements, and strategic initiatives
Participates in forecast process to ensure that strategic plans and initiatives are incorporated into the consolidated company forecast
Analyzes trends of business units and develops financial models to identify opportunities and risks relative to current plan

233

Financial Consultant Associate Resume Examples & Samples

At least 2 years of administrative support experience
Fluency in English and Chinese (Mandarin and/or Cantonese)
Proficient with Microsoft Office Package
Strong organizational skills and must be able to prioritize work with deadlines
Ability to obtain Series 7 and 63 within 6 months

234

Senior Financial Consultant Resume Examples & Samples

Produce quarterly quantitative risk metrics reports for US Business and MetLife Holdings, with an analysis of change and explanation of the root causes of material moves and elevated levels
Liaison with Finance, Treasury, Actuarial and other units of Global Risk Management as necessary to obtain needed risk measures on a timely basis
Periodically evaluate the production and control process for risk measures to improve efficiency and accuracy
Evaluate the US Business and MetLife Holdings business plan as compared to the quantitative risk metrics, informing the US CRO of material deviations and potential conflicts with the Risk Appetite Statement
Represent US Risk Management on working groups developing action plans in response to risk limit breaches
Review product submissions business rationale’s and provide advice and recommendations to the US CRO with respect to risk characteristics of proposed products
Other tasks as assigned related to the financial risk profile of the US Businesses and the continuous improvement of the function of US risk management
BA/BS in a relevant field (Finance, Accounting, Actuarial, Economics, Engineering) is highly preferred
Professional qualification: CPA, CFA, ASA, or FSA is desired
Proficient in spreadsheets, databases, ledgers, including VBA. Experience with mathematical tools (R, MatLab) of interest
8 or more years of relevant experience in the financial industry, with a strong preference for experience in the insurance industry

235

Financial Consultant Resume Examples & Samples

Full ownership of the modeling and reporting of specific country portfolios
Work closely with business counterparts and asset sector managers to obtain key portfolio assumptions and model inputs
Gain in-depth understanding of portfolio and projected results to provide a well analyzed and detailed attribution to senior management
Build monthly reporting packages distributed to business partners
Bachelor’s degree in Finance, Accounting or other areas of applicable expertise is highly desired
Master’s degree or CPA, CFA is preferred
Candidate should have sound knowledge of Investments and all asset classes such as fixed maturities, derivatives, capital markets, etc
Candidate should be able to understand impact of investment results to financial statements
Experience with multi-year projection models

236

Financial Consultant / Shared Services Resume Examples & Samples

Reconciliation Activity Completion
Partner with Controllers and other Finance teams to assess ability to take on and centralize reconciliation activities
Take on Reconciliation activities from outside consultants, contractors and Controllers where appropriate
Complete reconciliation for designated accounts to standards and timetables set out by Operational Controllers
In partnership with BU Controllers identify reconciling items and determine actions necessary to disposition / clear items for future reconciliations
Maintain list of open items and expected timing for aged item clearance, report on exceptions to expected aging
Liaison with broader stakeholder finance, operations or IT groups for reconciliation activity tracking, training and improvement opportunities
2+years experience in Financial Roles including Reconciliation, Record to Report, Controls & Project Management
Strong capabilities with Excel and ERP experience desired
Reconciliation Tools Usage experience a plus
Strong ethics and high standards, excellent judgment, and strong interpersonal communications skills

237

Senior Financial Consultant Resume Examples & Samples

International Net Investment Income Plan and Projections
Full ownership of the modeling and reporting of Asia regional portfolios
Become a key resource to the Asia region in support of investments-related questions on actuals and projected results
Gain in-depth understanding of use of derivatives across the regions
Consolidate the regional results and provide key drivers to Investments and Finance Senior Management
Present monthly reporting packages distributed to business partners
8+ years total experience in Accounting, Finance, Investments or an applicable field of expertise
Master’s Degree in Finance or Accounting is highly desired
Bachelor’s degree in Finance, Accounting or other areas of applicable expertise is preferred
CAP or CFA is highly desired
Working knowledge of Investments and all asset classes such as fixed maturities, derivatives, capital markets, etc
Working understanding of the impact of investment results to financial statements
Possess strong analytical and organizational skills
Strong communicator
Ability to partner with people throughout the organization and of various levels

238

Senior Financial Consultant Resume Examples & Samples

5 years of hands-on related hospital/healthcare budgeting
Hands-on experience preparing and analyzing acute care hospital budgets and third party cost reports is strongly preferred
Experienced Manager or Senior Budget/Reimbursement Analyst with the skills and experience to function
Fire and Safety Certification. If no card upon hire, one must be obtained within 30 days of hire, and maintained by renewal before expiration date

239

Lead Financial Consultant Resume Examples & Samples

Supervise the implementation of the Global PAR expansion strategy in order to drive operational financial performance through strategic investment and alignment
Lead development and refinement of performance measures (ROI, IRR, etc.) and re-engineering of related processes
Provide consultative direction in the creation, communication, and implementation of strategic business cases and corresponding financial analyses
Collect aggregate business case data; uses management analysis tools to conduct analyses such as cost vs. benefits, trends over time, and benefit interdependencies; makes recommendations and presents results
Create effective dashboards and data visualizations as well as presentation materials incorporating graphs, charts, tables and other illustrations
Interface with key stakeholders within Finance as well as subject matter experts across the organization
Conduct/ coordinate research and/or participates in special studies, model complex future short-term and long-term financial results, reconciles actual results against projections, and explains variances
Work with business units across the organization to understand their key measurable data points and KPIs
Master’s degree or advanced degree is highly desired, Bachelor’s degree is preferred
CPA/CFA preferred
8+ years of experience, specifically in financial services and/or business strategy and operations
Prior experience in projects that require detailed execution
Ability to manage consensus at various levels and cultivate strategic internal relationships across highly matrix-ed organization
Proficient with defining and querying data from multiple tables and source systems, as well as synthesize data analysis into clear concise communications and/or data visualizations
Ability to thrive in a fast-paced, results driven environment and handle multiple tasks simultaneously
Strong acumen in business models, processes, finance, and technology (i.e., core business applications)

240

Financial Consultant Trainee Resume Examples & Samples

Candidates must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards
Degrees such as an MBA, CFP, CHLU or CHFC preferred
Ability to partner with Financial Consultants and to apply a team approach to sales efforts and results
Knowledge of economic principles and compliance standards
Superior sales skills and have a working understanding of all aspects of investment and insurance products including mutual funds and annuities

241

VP, Financial Consultant Resume Examples & Samples

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (63/65)
Active and valid Insurance – Life & Health
A Bachelor's degree is required
A minimum of 7 years consultative selling experience in financial services with proven success
Portfolio management and investment products including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Proven track record of sales success; a motivated investment sales and portfolio management professional who has achieved high levels of performance while effectively managing required client service and compliance tasks
This position requires 30-40% travel

242

Financial Consultant Resume Examples & Samples

Offer customers/prospects solution related to retirement planning and Wealth Management
Conduct comprehensive Financial Services Reviews using the Client Financial Profile system
Ensure all branch staff and client interaction are in compliance with FINRA regulations
Responsible for the engagement in promotion, prospecting, and business development activities for WIS products & services to existing retail bankers
Oversee & monitor customer service & communications activities performed by broker-dealer to ensure Webster Bank Standards for Superior Service Quality are achieved
Develop annual objectives related to annual business plan to outline all marketing, partnership, and cross referral activities
Assist with coordination of LBE program related to management, training & supervision
Oversee activities of Sales Assistant or Financial Associate assigned to FC related to preparation & deliver of annual review, supervising roles & responsibilities, coaching, mentoring & motivation
Maintenance of electronic activity tracking containing information on all current and prospective contacts, referrals, and appointments

243

Financial Consultant Resume Examples & Samples

Research and analyze transactions from the customer
Evaluate and document results. Recommend and assist with implementation of corrective actions, applying information technology to streamline or improve budget-related issues
Prepare deliverables for client review and processing Funding Packages
Forecast and project program budget/spending requirements
Reconcile financial, accounting, and transaction discrepancies
Formulate budget data and program narratives at the specificity required in OBM-A-11, months in advance of execution
Link budget formulation to the strategic and performance planning processes
Defend program requests and budget formulation decisions before the agency Director
Plan, manage, and control financial resources
Assist with the implementation of management controls and technology improvements to ensure accountability required by A-123 and FMFIA
Knowledge of the entire acquisition lifecycle process and governing laws, regulations, and precedents
Possess knowledge of acquisition processes/activities required to support the evaluation of contract performance against the program baselines
Positions requiring great attention to detail
Advanced Excel experience
Audit experience / Quality Assurance of funding packages

244

Senior Financial Consultant Resume Examples & Samples

Lead the Broker Supplemental Compensation Planning, Projection, and analysis
A minimum of 10 or more years’ experience in finance-related assignments in a public or private company environment
7+ years of experience applying or providing complex technical knowledge and advice on finance planning and projections
Experience working with commissions or broker data preferred
Technical self-starter with demonstrated experience utilizing data analytics software
Proven track record of building advanced models in Excel
Advanced understanding of relational databases, SQL experience preferred
Ability to clearly communicate financial results into business recommendations
Proven track record of dealing with all levels of management
Very strong oral and written communication / presentation skills
Proven ability to manage large projects across different teams
Strong organizational and follow-up skills
Advanced knowledge building financial planning models
Advanced knowledge of collecting, compiling, and analyzing information and presenting key findings
Working knowledge building Financial planning models

245

Financial Consultant Resume Examples & Samples

7+ years demonstrated knowledge of financial management and analysis, accounting standards and practices
Knowledge and experience in financial planning and analysis
Excellent leadership, organization and interpersonal skills
Demonstrated ability to be customer-focused in a large organization
Excellent ability to work under own initiative and tight deadlines
Extensive knowledge and skill in the use of: Excel (basic macros, writing formulas, import/export data, Power Query, Power Pivot, Pivot tables), SAP (system configuration, reporting and data export

246

Financial Consultant Senior Resume Examples & Samples

Requires a BS/BA in accounting or finance
5 years budgeting, forecasting and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background
Prefer healthcare experience - preferably in Medicare
Expert level experience in Excel is required
Intermediate to expert level in PowerPoint is required

247

Financial Consultant Resume Examples & Samples

Looking for a candidate who is self directed and motivated with strong analytical background
Bachelors degree in finance, economics, accounting, or related field
2+ years progressive experience in financial planning and analysis, and analytics
Advanced experience with excel, including pivot tables, vlookups, etc
Financial analysis experience in the Healthcare industry
Healthcare experience with commercial fully insured products

248

Financial Consultant Resume Examples & Samples

High School Diploma required
Proficiency in Excel required
2-5 years of financial/insurance industry experience preferred

249

Financial Consultant Resume Examples & Samples

Ability to Identify financial problems or issues, researches solutions, influence outcomes, and implements corrective steps to achieve higher levels of efficiency
Advises management of various financial models and recommendations. Prepares summary and detailed presentations
Prepares financial planning, budget, and forecast reports. Is used as a resource by staff or outside departments
Trains and reviews the work of lower level Financial Analysts
Requires a BS/BA in accounting or finance; 3-5 years of experience in general accounting, financial planning, and management reporting; or any combination of education and experience, which would provide an equivalent background
MBA, CPA, or CMA preferred. Excel, Hyperion and PeopleSoft experience preferred

250

Senior Financial Consultant Resume Examples & Samples

Exhibits and is recognized for a high-level of financial or business expertise gained through a series of professional assignments characterized by the assumption of progressively increasing responsibility and ongoing career development. Such expertise may be concentrated in a specific technical area or span multiple areas across finance
Understands business plans and their relationship to the financial arena
Supports the financial management group & the product teams as a key internal consulting resource
Ensures effective communications with all parties to consulting relationships
May manage projects
Contribute to strategic initiatives & decision making
5+ yrs. financial experience in a public or private company environment
5+ yrs. of experience applying or providing complex technical knowledge and advice on finance applications and/or systems

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