Advisory Services Associate Resume Samples

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S Davis

Sonya

Davis

60560 Pfeffer Green

Los Angeles

+1 (555) 547 8853

60560 Pfeffer Green

Los Angeles

Phone

p +1 (555) 547 8853

Experience Experience

Houston, TX

Advisory Services Associate

Houston, TX

Gusikowski LLC

Houston, TX

Advisory Services Associate

Work closely with product management, development, research and other internal teams
Develop and maintain long-term relationships and networks with clients and internal EY stakeholders
Assist clients with data processing workflows to ensure that client data outputs are efficiently captured for use in our products and solutions
Participating in the monitoring of the project and provide updates on the progress of the small project components being managed
Certification on any database management system is a plus (e.g., SQL Server, Oracle)
Want to work with the biggest names in the industry (E.g. Viacom, ESPN, FOX, Aol., Sky)
Provide strong thought leadership and presence across large, premium clients, from Executive team to day-to-day FreeWheel product suite users

Los Angeles, CA

Risk Advisory Services Associate

Los Angeles, CA

Simonis-Larkin

Los Angeles, CA

Risk Advisory Services Associate

Performing detailed analysis to identify and assess compliance or opportunities for improvement, documenting conclusions, and providing recommendations
Assisting in project implementations that effectively and efficiently meet business objectives and ensure a return on investment
Utilizing and continuously learning new technologies to collaborate with team members and enhance service delivery
Understand and adhere to rules, regulations, and code of professional conduct as stipulated by the Institute of Internal Auditors
Assisting in strategic planning that integrates multiple client organizations including finance, marketing, IT and business operations and supports the organization’s strategy and operational plans
Support client engagements from start to finish, which includes planning, organizing, conducting, directing, and completing RAS projects and services and managing projects to budget
Has the goal to progress professionally by working toward passing the CPA exam if not already certified

present

Detroit, MI

Wealth Advisory Services Associate

Detroit, MI

Parker and Sons

present

Detroit, MI

Wealth Advisory Services Associate

present

Expertise in working effectively in teams and cross-organizationally
Support field planners with scanning, central file storage of plans
Coordination with PIA/PCG Advisors in preparation for HNW engagement (pre-meeting checklist, meeting agenda, data gathering, etc.)
Financial planning background
Assist field team with the initiation of the plan in IWPS (NaviPlan)/CCH by inputting as much salient data (received from the Advisor) as possible and through report creation
Coordination of team meetings, HNW presentations and events
Maintain an accurate and current WAS database of relevant client information and opportunities for WAS and Wealth leadership

Education Education

Bachelor’s Degree in Accounting

Carnegie Mellon University

Bachelor’s Degree in Accounting

Skills Skills

Ability to build sound internal relationships
Team building ability
Able to handle pressure
Good time management
Strong Administration skills
Ability to spot problems, and trace to root cause to recommend solutions
Creates and maintains reporting systems and databases
Team Player
Share E&Y's values and vision
Disciplined

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Wealth Advisory Services Associate Resume Examples & Samples

Coordination with PIA/PCG Advisors in preparation for HNW engagement (pre-meeting checklist, meeting agenda, data gathering, etc.)
Assist field team with the initiation of the plan in IWPS (NaviPlan)/CCH by inputting as much salient data (received from the Advisor) as possible and through report creation
Assist the field team in the preparation of proposals, client correspondence, presentations, and other materials for clients, prospects and partner meetings, as required
Coordination of team meetings, HNW presentations and events

Advisory Services Associate Resume Examples & Samples

Part of team working onsite at clients, conducting general control reviews and application control reviews
Will be responsible for writing reports and documenting findings
Things like time management, discipline, accountability, self-motivation and eagerness are important
B Degree / IT Audit Diploma / Internal Audit Diploma
A1 - Degree + 1 years IT / Internal Audit experience
IT Audit interest and understanding (A1)
Experience in Business Process Analysis
Ability to build sound internal relationships
Good time management
Strong Administration skills
IT audit experience, reviewing diverse application & general control environments
Ability to spot problems, and trace to root cause to recommend solutions
Share E&Y's values and vision

Advisory Services Associate Resume Examples & Samples

Bachelor’s degree in a related field and a minimum of three years of IT audit experience as an internal auditor, external auditor or consultant of a mid-to-large company is required
Certified Information Systems Auditor (CISA) is highly desirable
Certified Internal Auditor (CIA) will be considered with relevant IT audit experience and a commitment to obtain the CISA within two years of hire
In addition, candidates must have a demonstrated competence in

Senior Capital Markets Accounting & Advisory Services Associate Resume Examples & Samples

3+ years of Public Audit out of Big 4 or another Transaction Advisory Services group
Experience with Due Diligence, Fas 123R / ASC 718, Fas 133 / ASC 815, Fas 140 / ASC 860, Fas 157 / ASC 820-10, and GAAP
Excel proficient

Advisory Services Associate Resume Examples & Samples

Coding (programming) new customized software solutions, using Extract, Transform and Load (ETL) technology, based on client needs, that involves the development of ETL programs that clients use to extract data from existing systems and streamline batch processing or data-conversion programs
Coding of new integrations between new systems being built and existing systems
Applying systems analysis techniques and procedures, including interviewing various resources to gather information to analyze and document requirements
Creating new software and system functional specifications for the development/configuration of select ETL software solutions
Coding and documenting queries to analyze data from various sources and data quality controls
Documenting technical data flows, data lineage and metadata documentation
Participating in data-related technical testing, whether application, system, integration or end-user testing
Demonstrating ability to digest, incorporate and leverage new knowledge related to the client(s) ETL software configuration needs
Remaining current on new developments in delivery services, capabilities and industry knowledge relevant to ETL and data quality
Demonstrating ability to review own work and provide first initial review of associate analysts’ work prior to this work being sent to the senior analyst for final review
Participating in the monitoring of the project and provide updates on the progress of the small project components being managed
Assisting the team in building trusted relationships as strategic technology advisors with clients, and work internally across EY advisory teams to help bring our clients the most comprehensive IT transformation services to effectively address their business challenges
Directly supervising teams of three to five associate analysts on small project components
Bachelor's degree in Computer Science, Information systems or related technology majors, or related field preferred
A minimum of two years of data quality experience or two years of ETL experience
Certification on any database management system is a plus (e.g., SQL Server, Oracle)
Certification on any reporting/data visualization is a plus (e.g., Tableau, Spotfire, Cognos)
Certification on any integration tool or equivalent work experience is mandatory (e.g., SSIS, Informatica, Ab-initio)
Certification on any query/programming/statistical language is a plus (e.g., SQL, C, C++, Java, R)
Computer software configuration and development experience with any of the following technologies: ETL Suites (Informatica, Infosphere, Ab Initio, SAP), DBMS
Capable of providing a support role in design sessions with the client with guidance
Knowledge of data reporting solutions, including the ability to leverage pivoting data, graphs and charts
Knowledge and experience regarding different types of databases such as SQL Server, MySQL, Access, Oracle and DB2
Knowledge of SQL syntax
Having domain knowledge is a plus, such as banking, insurance, etc
Ability to work independently as well as with onshore and offshore teams
Good interpersonal skills, including networking and building relationships
Flexible and willing to travel (0%–25%), as well as work in excess of standard hours when necessary

Risk Advisory Services Associate Resume Examples & Samples

Demonstrate an understanding of internal audit procedures and protocols as outlined in the IIA’s International Professional Practices Framework
Execute internal audit and consulting test procedures as outlined in an audit program
Identify risk within a process and evaluate the effectiveness of internal control design
Execute documentation initiatives in assigned areas using the Committee of Sponsoring Organizations (COSO) internal control framework
Demonstrate an understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with coherent information on routine, non-complex issues
Work closely with managers and partners to identify and resolve issues encountered in performance of assignments through effective and timely communication
Demonstrate a mindfulness of budget and deadline considerations and strive for adherence
Develop relationships and demonstrate effective communication with client personnel
Has the goal to progress professionally by working toward passing the CPA exam if not already certified
Has effective and clear workpaper and documentation techniques
Understand and adhere to rules, regulations, and code of professional conduct as stipulated by the Institute of Internal Auditors
Advanced understanding of the COSO Internal Control Framework, SOX section 404, GAAP, GAAS, and IIA standards
CPA or CPA eligible, CIA or CIA eligible candidate preferred
1 - 2 years or more experience in auditing, internal auditing, public accounting, and/or energy industry
Proficiency with the Microsoft Office Suite, specifically Excel, Word, and PowerPoint
Team orientation and strong interpersonal skills
Bachelors degree in Accounting, Finance or related field is required; Masters degree preferred

Advisory Services Associate Analyst Resume Examples & Samples

Strong academic record, including, without limitation, course work that EY deems relevant to this position
A valid driver’s license due to travel requirements
Demonstrated analytical and problem-solving skills

Risk Advisory Services Associate Resume Examples & Samples

Consistently perform and take ownership of assigned areas, small projects, and small engagements under the supervision of more experienced team members
Prepare work papers to effectively document work performed and reports issued
Able to establish trust with the client, maintain good working relationships and communicate effectively with client personnel at appropriate levels
Demonstrate a basic understanding of internal controls within an institutions compliance management system and other critical financial and/or operational internal audit areas
Demonstrate an understanding of the financial institutions operations, and compliance systems
Begin to perform engagement planning in more complex internal audit financial or operational areas
Plan and budget engagements and assist in designing engagement-specific audit approach with assistance from experienced staff as necessary
Prepare complete and accurate workpapers and assist with engagement planning and/or reporting as necessary
For a Senior I - Begin to demonstrate the ability to assume project management responsibilities including the supervision of 1-3 staff on various projects and ensuring the engagement tasks and objectives are completed accurately and completely and that staff is appropriately utilized
Be familiar with and adhere to relevant ethical requirements of the AICPA as included in the Code of Professional Conduct of the Texas State Board of Public Accountancy and the Texas Society of CPA’s in discharging their professional responsibilities

Advisory Services Associate Resume Examples & Samples

Creates and maintains reporting systems and databases
Analyzes data and feedback throughout the lifecycle of a product and analyzes final data results to determine business impact
Recommends strategy changes and future strategies based on research findings
Performs business analysis key to determining profitability and strategy (such as forecast analysis and cash-flow analysis) and reports results to senior management
Performs economic analysis, organizational positioning analysis and other analyses related to strategic planning as assigned
Coordinates and participates in special project teams
Interfaces with other Specialists and senior management across several business units within the organization and collaborates on special projects
Consistent exercise of independent judgment and discretion in matters of significance

Advisory Services Associate Resume Examples & Samples

Execute consulting projects with leading media companies, pay-TV operators and online publishers
Provide hands-on problem solving guidance and expertise to FreeWheel customers that connect technical capabilities to business needs
Frequent travel may be required. Up to 20%

Risk Advisory Services Associate Resume Examples & Samples

Learn and execute documentation initiatives in assigned areas using the Committee of Sponsoring Organizations (COSO) internal control framework
Demonstrate a familiarity with the Institute of Internal Audit (IIA) standards and the International Professional Practices Framework (IPPF)
Demonstrate an understanding of generally accepted auditing standards and common audit procedures and techniques
Consistently perform and take ownership of assigned engagements under the supervision of more experienced team members
Demonstrate the ability to plan, perform, and deliver work independently with limited supervision on smaller engagements
Keep supervisors apprised of engagement and scheduling issues on a timely basis
Work with direct report manager to develop an appropriate plan of professional development and take responsibility to ensure that plan is executed
Regularly makes efforts to progress professionally by working toward passing the CPA or CIA exam
Develop an understanding of the client’s industry, operations, and accounting system
Basic familiarity with GAAP, GAAS, and IIA standards
Basic familiarity with Microsoft Excel, Word, Outlook, and Visio
Ability to learn quickly and adapt to a fluid working environment
Sufficient technical skills to perform the essential duties and responsibilities of this position
CPA, CPA candidate, CIA, or CIA candidate preferred, with 1 – 2 + years or more experience in public accounting and/or industry experience (internal audit and/or staff accountant responsibilities)

Advisory Services Associate Resume Examples & Samples

Assist within the Advisory Services group to implement customized risk management solutions through risk software products relating to client's risk and return of existing and potential transactions
Assist in conducting validation analysis of processed client data and revise the data as needed for use in downstream processes
Assist clients with data processing workflows to ensure that client data outputs are efficiently captured for use in our products and solutions
Assist interpreting financial statements and data from multiple sources and assist with undertaking research to determine which additional data points to extract and how to implement them into existing data sets
Develop in-depth quantitative understanding of Moody's Analytics products and assist our clients in implementing relevant solutions through consultative projects
Train our clients on highly quantitative Moody’s Analytics methodologies so that the client could utilise the full potential of our solution. You are expected to train both quantitative analysts and non-quantitative executives
Assist team on technical presentations and travel as needed to client sites for on-site visits
Work closely with product management, development, research and other internal teams
Undergraduate or graduate degree with an emphasis in finance, economics, accounting, math, statistics or related quantitative field
Exposure to banking, credit, and/or financial industry a plus
Strong quantitative skills and complex analytical problem solving ability
Some experience in using financial technology, application of quantitative methods, or database administration
Experience in working with large/complex data sets
Strong working knowledge with SAS (or Similar statistical package, S Plus), Matlab, Access, R, Excel and SQL Server
Some coding experience (ideally in C++ and VBA)

Risk Advisory Services Associate Resume Examples & Samples

Performing detailed analysis to identify and assess compliance or opportunities for improvement, documenting conclusions, and providing recommendations
Assisting in strategic planning that integrates multiple client organizations including finance, marketing, IT and business operations and supports the organization’s strategy and operational plans
Work closely with engagement teams and manage and conduct forensic accounting procedures on multiple engagements concurrently
Assemble, maintain, and finalize working papers with minimal supervision
Work closely with partners and staff on client management, practice development, and business development processes
Bachelor’s or Master’s degree in Business, Computer Science, Engineering, or other areas including Business Administration, Economics, Statistics, Operations, International Business, Management Information Systems Computer and Information Systems, or Accounting . Degree requirements may vary by location
Major and overall GPA of 3.2/4.0
Strong technical aptitude and problem solving skills
Interest to work cross functionally throughout different business processes within an organization
Effective project and time management skills for handling multiple priorities and simultaneous projects

Forensic Advisory Services Associate Resume Examples & Samples

Bachelor’s or Master’s degree in Accounting, Finance, Business, Economics and related fields
Qualified to sit for the CPA exam strongly preferred
Willingness and ability to work additional hours and travel to various client sites (as needed)
Strong Microsoft Office skills, especially Excel and Access
Excellent analytical, communication (written and verbal) and interpersonal skills
Enthusiasm to learn through a combination of structured, on-the-job and self-directed training
Ability to work efficiently and effectively in a complex team environment with strong attention to detail

Senior Advisory Services Associate Resume Examples & Samples

Want to become an expert in all things digital video
Want to work with the biggest names in the industry (E.g. Viacom, ESPN, FOX, Aol., Sky)
Enjoy thinking about how business problems connect to technical solutions
Are looking for a fast-paced, entrepreneurial working environment with a clear leader of the television advertising technology space
Drive actionable recommendations to leverage FreeWheel product suite for clients to achieve business goals and objectives
Work with FreeWheel Sales, Engineering and Product teams to deliver recommendations that wrap around our core technology offerings
Provide strong thought leadership and presence across large, premium clients, from Executive team to day-to-day FreeWheel product suite users

Advisory Services, Associate Analyst Resume Examples & Samples

1-2 years’ experience in marketing analytics strategy or marketing consulting. Client facing experience also helpful
Exceptional analytics and quantitative acumen with understanding of statistics, regression, and predictive analytics
Advanced proficiency with Excel to gather, assess, and analyze data as well as PowerPoint to build presentations
Enjoy getting your hands dirty with data, digging to uncover insights, and using data creatively to answer challenging business problems
Resilient work ethic with the capability to adapt to the situation, flexibility and nimbleness in terms of work planning, and the ability to think quickly on your feet
Bachelor’s degree required, preferably in business, applied science, statistics, mathematics or economics

Risk Advisory Services Associate Resume Examples & Samples

Demonstrate the ability to execute the documentation initiatives in assigned areas using the Committee of Sponsoring Organizations (COSO) internal control framework
Begin to demonstrate a familiarity with the Institute of Internal Audit (IIA) standards and the International Professional Practices Framework (IPPF)
Develop a thorough understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with coherent information on non-routine, complex issues
Obtain an understanding of generally accepted auditing standards and common audit procedures and techniques
Consistently take ownership of small projects and engagements to ensure they are properly planned, executed and completed with assistance from more experienced team members, as necessary
Begin to perform engagement planning in more complex internal audit financial and/or operations areas
Research accounting treatment for issues on audit engagements, propose solutions and consult with experienced staff as necessary
Work closely with less experienced team members to resolve issues encountered in performance of assignments
Exhibit initiative and sense of responsibility in ensuring follow through of open items and issues through completion
Begin to demonstrate the ability to supervise multiple staff members on multiple concurrent engagements
Begin to develop knowledge in 1-2 industry niche areas
Monitor and supervise progress of Associates, where applicable, and provide performance feedback as needed
Demonstrate a more than basic understanding of internal controls over financial reporting and other critical financial and/or operational internal audit areas
Begin to demonstrate the ability to assume project management responsibilities including the supervision of 1-3 staff on various projects and ensuring the engagement tasks and objectives are completed accurately and completely and that staff are appropriately utilized
Work diligently towards acquisition of CPA license or CIA certification if not already licensed/certified
Demonstrate a more than basic understanding of the client’s industry, operations, and accounting system
Submit work papers for review that are complete, well organized, and timely
More than basic understanding of GAAP, GAAS and IIA standards
Proficient at Microsoft Excel, Word, Outlook, and Visio
Ability to independently research, learn and adapt to new working environments and industries
CPA, CPA candidate, CIA or CIA candidate (CPA preferred) preferred
2 – 3 + years or more of public accounting experience, industry or a combination of public accounting and industry experience (internal audit and/or staff accountant responsibilities)
Project Management experience, including supervising 1 to 3 or more individuals
Possess sufficient technical skills to perform the essential duties and responsibilities of the position
Greater than basic understanding of the COSO internal control framework, Internal Audit Standards and the Sarbanes Oxley Act and the related requirements of Section 404
Greater than basic understanding of financial reporting, transaction cycles, and business processes
Internal and/or external audit experience with a variety of industries and types of audits. Experience with public companies, oil & gas industry, inventory based businesses, and financial services is a plus

Risk Advisory Services Associate Resume Examples & Samples

Demonstrate an increasing understanding of the Institute or Internal Audit standards and the International Professional Practices Framework (IPPF)
Demonstrate an increasing understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with coherent information on non-routine, complex issues
Demonstrate an increasing knowledge of generally accepted auditing standards and common audit procedures and techniques
Research complex accounting treatment for issues on audit engagements, propose solutions and consult with more experienced staff as necessary
Work closely with all experienced team members to identify and resolve issues encountered in completing engagement objectives through effective and timely communication
Consistently demonstrate initiative and sense of responsibility in ensuring follow through of open items and issues through completion for the entire team
Become involved in billing responsibilities and related issues as requested
Develop and enhance client relationships through strong communication and project management skills
Take an increasing leadership role as directed to staff and clients by beginning to manage engagement responsibilities, which includes drafting engagement letters, providing status to the client and/or engagement team as appropriate, managing actual hours incurred versus budgeted hours, and billing clients
Prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget
Monitor and supervise progress of Associates, Senior Associate I’s and Senior Associate II’s in all engagement phases; provide performance feedback when needed
Assist and mentor Senior Associate II’s, Senior Associate I’s and Associates, actively cultivating an environment that challenges, encourages, and fosters learning
4 – 5 + years or more of public accounting experience, industry or a combination of public accounting and industry experience (internal audit and/or accounting manager/controller responsibilities)
Internal and/or external audit experience with a variety of industries and types of audits for public companies. Experience with oil & gas industry, inventory based businesses, and financial services industry is a plus

Advisory Services Associate Resume Examples & Samples

Deliver consulting, implementation, model calibration and client facing activities within the Insurance Services team. This role will support our clients in Insurance, Pensions and Asset Management sectors
Deliver technical/quantitative work in client projects for other team members to sign off, and provide quality assurance on quarterly client deliverables
Work with the sales team to understand client requirements for implementation projects for our software products, consulting services and dataset/content offering
The role holder will have responsibilities to provide timely support responses to our clients through emails, web-demonstrations and in-person meetings
Produce analytical work for insurers based on the application of financial modelling to life insurance, asset allocation and risk management problems. This will include use of the Moody’s Analytics (B&H) ESG and wide stochastic modelling tool kit in the following areas
Master’s degree in highly quantitative subject (financial mathematics, mathematics, physics, etc.). PhD in quantitative subject is advantageous
Experience in a financial institution (e.g. within an investment bank, pension consultancy or insurance company) is advantageous
Understanding of financial mathematics, e.g. derivatives pricing, interest-rate modelling, econometrics, stochastic processes/monte-carlo simulation
Excellent interpersonal skills, including the ability to communicate with teams from different backgrounds and at all levels
Applicants working towards or holding CFA, FRM or Actuarial qualifications are welcomed
Efficient approach to problem solving
Open to using new methodologies
Dedicated to customer focus

SEA Risk Advisory Services Associate Resume Examples & Samples

Good understanding of COSO, COBIT, ISO/IEC 27000, ISO 31000 or equivalent standards
Good understanding of business and/or IT processes, and their related risks
Good understanding of security risk and controls, with ability to recommend opportunities for controls improvement
Good spoken and written skills in Japanese, Tagalog or Thai language would be an advantage
Build and nurture positive working relationships with clients with the intention to exceed their expectations
Able to multi-task and produce high quality of work deliverables on timely basis
Demonstrated experience in any of the following areas will be an advantage

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