Advisory Services Manager Resume Samples

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C Doyle

Callie

Doyle

774 Dibbert Turnpike

Chicago

+1 (555) 235 8321

774 Dibbert Turnpike

Chicago

Phone

p +1 (555) 235 8321

Experience Experience

Houston, TX

Advisory Services Manager

Houston, TX

Schiller LLC

Houston, TX

Advisory Services Manager

Strategy and implementation of Master Data Management, Data Governance, Enterprise Data Management, Enterprise Content Management and Knowledge Management
Lead Consulting engagements that solve complex issues such as transforming finance operating models and sharpening performance management framework
Implement IAM technology solutions (Access Certification, User Provisioning, Web Access Management, Privileged Access Management, Role Management)
Manage the performance management for the direct reportees, as per the organization policies
Develop and maintain productive relationships with client management throughout the project while establishing expectations of value to be delivered
Display teamwork, integrity and leadership. Work with team members to set goals and responsibilities for specific engagements. Foster teamwork and innovation
Display teamwork, integrity and leadership, work with team members to set goals and responsibilities for specific engagements, foster teamwork and innovation

Dallas, TX

Business Advisory Services Manager

Dallas, TX

Mohr-Ferry

Dallas, TX

Business Advisory Services Manager

Manage, direct and monitor assigned client services teams on multiple engagements
Plan, execute, direct and complete internal audit assignments, business process control reviews, and other service offerings in a wide variety of industries, and managing these engagements to budget
Understand and manage firm risk on all assigned client audits and proposals
Manage, develop, train and mentor other BAS staff on projects and assess their performance for both engagement and year-end performance reviews
Review operational, financial and technology processes to provide management with an individual assessment of their business risk, internal controls, and the overall effectiveness and efficiency of the process, as well as the risks associated with Sarbanes-Oxley as it pertains to their internal controls
Work closely with assigned clients and BAS staff to develop client and project risk assessments, implementation opportunities and recommendations regarding business and IT process optimization, profit improvement, internal control and overall compliance
Work with audit and assurance teams, and the client, to plan engagement strategy, define objectives and address technology-related controls risks

present

Chicago, IL

Business Advisory Services, Manager

Chicago, IL

Gerhold LLC

present

Chicago, IL

Business Advisory Services, Manager

present

Manage internal auditing outsourcing and co-sourcing engagements for clients
Participate in design and execution of Grant Thornton business strategy on sales pursuits to attain goals and objectives including preparation of project schedules, cost estimates and statements of work
Drive successful implementation of large-scale EAM projects though effective management of resources, timelines and scope
Coach senior associates and associates in developing and achieving goals and objectives for performance and professional development
Manage the evaluation and testing of business processes and business controls and identification of areas of risk
Develop a project vision and set challenging personal and client service team goals
Work with management consulting teams to implement controls in new systems deployment

Education Education

Bachelor’s Degree in Computer Science

University of Delaware

Bachelor’s Degree in Computer Science

Skills Skills

Build trusted relationships as a strategic technology advisor with clients, and work internally across Ernst & Young advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
A 'go-getter' attitude, prior consulting experience and technical knowledge of financial products across interest rates, FX, credit, equities and commodities
Excellent communication and negotiation skills and a collaborative approach to management
Approximately of 3 years of relevant experience in the financial services industry with either a consulting firm, internal consulting organization, or within market risk, counterparty risk, or related areas at leading financial services institutions
Managing project risk and effectively communicating with engagement leaders and key stakeholders regarding status, issues and key priorities to achieve expected outcomes
Leading fieldwork and providing project management oversight by driving high-quality work products within expected timeframes and on budget
Structuring and planning projects in the risk and capital markets space across a broad range of market and counterparty risk areas, including governance, measurement, reporting, capital, stress testing and controls
Ability to develop client proposals, project approach, work plans, resource estimates and cost estimates on client opportunities and pursuits
Contributing to the generation of new business opportunities for enterprise risk to develop long-term client relationships, understand the changing business and regulatory environment and actively assessing/presenting ways to serve clients
Leading large-scale client engagements while consistently delivering quality client services within expected time frames and within budget

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Advisory Services Manager Resume Examples & Samples

Degree in a business related discipline
Roles and responsibilities of boards, risk committees (including charters, operations, minutes, and reporting requirements) and senior management pertaining to ERM
Risk appetite framework
Board and senior management level enterprise risk reporting and analysis
Design and implementation of limits and exceptions based reporting
Regulatory risk experience (Basel II/III, bank holding company readiness, Dodd-Frank/SIFI readiness, experience with regulatory examinations/expectations, regulatory change agenda)
Project management, design or execution of risk and control "convergence" or governance, risk management can compliance (GRC) initiatives
Knowledge of a range of financial products (derivatives, equities, fixed income, etc.)
A willingness to travel, both domestically and internationally, to meet client needs

Advisory Services Manager Resume Examples & Samples

Conduct complex, strategic analyses of our client's IT organizations, operating models, processes, applications and infrastructure and formulating strategic recommendations and roadmaps to improve our client's IT functions
Strong demonstrated project/program management skills in a cross-functional coordination role
Demonstrated ability to bring order to ambiguous situations; candidates must be able to document a client's issues and requirements, and through concrete analysis and insights drawn from past experiences with other clients, determine root causes and develop improvement plans
Executive presence and strong communications, facilitation and presentation skills
Strong engagement management and delivery skills (i.e. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
Managed engagement teams and provided technical leadership in the assessment, design, and management of successful IT improvement programs in collaboration with clients
Collaborated with other members of their engagement teams to plan engagements and develop project plans and work programs, timelines, risk assessments, and other planning documents
Demonstrated and applied a thorough understanding of complex information systems and technology organizations
Demonstrated and applied strong project management skills, inspired teamwork and responsibility with engagement team members, and used current technology and tools to enhance the effectiveness of deliverables and services
At least one certification (e.g. CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications)
Capital Markets Technology Strategy Development
Asset Management Technology Strategy Development (Traditional and Alternative)
Business Case Development
IT Operating Models (onshore vs. offshore, insourced vs. outsourced, organization structures, skills and competency planning, etc)
IT Cost Reduction and Optimization

Advisory Services Manager Resume Examples & Samples

Strong mathematical and problem solving skills and the ability to present complex information in a clear and concise manner
Strong communication and relationship building skills are essential
Strong written and verbal communication skills for report writing, client presentations, and project management

Advisory Services Manager Resume Examples & Samples

A degree in finance, economics, accounting, engineering or a related discipline; an MBA or MS preferred
A minimum of 3 years of relevant experience in the financial services industry with either a consulting firm, internal consulting organization, or within market risk or product control at leading financial services corporations
Familiarity with key regulatory issues facing the industry and the associated impacts on the capital markets and financial institution’s operations
Risk measurement methods and disciplines including value at risk, economic capital, stress testing and model validations

Advisory Services Manager Resume Examples & Samples

Certifications strongly preferred but not required: CPA, CFA, FRM
A minimum of 3 years of relevant internal control related experience covering risk management, regulatory reporting and compliance or financial reporting in the financial services industry with either a consulting firm, internal consulting organization, or within risk management, internal audit or product control functions at leading financial services corporations
Risk and control mindset
Candidates should have significant internal control focused experience in at least one or more of the areas below
Market risk management: Market risk capital determination, Stress Testing, VaR, IRC, CRM, standardized charge calculations
Counterparty credit risk management: Credit risk capital determination, CVA, CVaR, PFE, EL / UL, LGD, EAD, Credit migrations, internal counterparty credit ratings
Regulatory compliance: Dodd-frank OTCD, Volcker rule, FBO, CCAR, Sarbanes Oxley
Candidates should have demonstrable experience in at least one or more of the actions below
Internal Controls Review
Identify, facilitate and communicate governance and policy framework
Candidates should have a strong background in at least one or more of the traded products below
Equities
Structured products
FX / IR
Commodities
Candidate should demonstrate skills in project management, including but not limited to
Identify dependencies and constraints

Advisory Services Manager Resume Examples & Samples

Define and document best practices and contribute to company knowledge sharing efforts
Prepare and deliver technical proposals and presentations to all levels of a client’s organization
Advanced knowledge of multiple programming languages (e.g. .NET, Java and PHP, Perl, SQL, Flash/Flex, Ruby-on-Rails, etc.) and the ability to propose alternative solutions and cost-benefit analysis based on these technologies
Background with portals, portlets, and framework technologies (e.g., IBM WebSphere, Microsoft SharePoint)
Advanced ability to analyze business requirements quickly to determine and assess feasibility
Must have an excellent understanding of best practices over the entire software development lifecycle
Excellent time management, problem solving, teamwork, and communication skills
Computer science degree preferred

Advisory Services Manager Resume Examples & Samples

A degree in Real Estate, Finance, Economics, Accounting, Business Management, Civil Engineering, Mechanical Engineering, Architecture or Construction Management
A minimum of 3 years related experience in Real Estate and Construction Management industry
Strong fundamental design and construction project management skills including solid project controls/project engineering and/or cost engineering experience desired
A working knowledge of one or more of the following systems: BIM, Primavera, Prolog, Skire, Tririga, or other similar Real Estate system(s) preferred
Fundamental business process improvement strategy and project management skills, solid organizational assessment and business analysis experience
Proven project management, cost estimation and engineering, accounting, schedule, supervision, engineering, procurement, and close-out experience as it relates to complex commercial and/or residential construction management

Advisory Services Manager Resume Examples & Samples

Understand/communicate complex operations issues. Stay informed of and apply professional standards and firm policies
Develop a strong personal brand and enhance the EY brand by writing articles, participating in industry groups and speaking at seminars
A degree in business, accounting, finance, computer science, engineering or a related field; MBA or MS degree preferred
A minimum of 3 years of delivery experience working with multiple project teams
A minimum of 3 years of experience working in Life Insurance Operations
Evidence of client success
Demonstrated ability to manage and supervise teams of business advisors through all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, application mapping

Advisory Services Manager Resume Examples & Samples

Foreign Bank Account Reporting (FBAR)
A minimum of 3 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Definition of business requirements
Proven experience managing teams of people

Advisory Services Manager Resume Examples & Samples

A minimum of 3+ years of relevant experience with federal banking agency (Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision) a plus
Knowledge of bank regulatory requirements, as well as compliance practices (e.g. Copmliance Risk Assessment, Monitoring and Testing, Policies and Procedures) a plus
Strong written and verbal communication skills for report writing and client presentations
Analytical skills; specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus

Advisory Services Manager Resume Examples & Samples

A degree in business administration or business-related field; CFA, CPA and or MBA a plus
A minimum of 3 years of experience in leading large-scale, customer-focused strategy, segmentation, analytics and change initiatives in "brand name" consulting firms or internal consulting organizations at leading corporations
A minimum of 3 years experience in Financial Services
Ability to effectively communicate and present to senior management members
A willingness to travel to meet client needs; travel is estimated at 80-90%

Fso-advisory Services Manager Resume Examples & Samples

Banking and capital markets credit products and processes
Credit risk reporting
Limits management and reporting
Underwriting and servicing
Program management of large scale risk technology projects
Regulatory reporting packages: FinArch, Reveleus, FRS, Axiom
Credit risk portfolio management packages including Algorithmics, SunGard Adaptiv
CreditManager
Moodys KMV and SAS

Advisory Services Manager Resume Examples & Samples

Lead and provide guidance on all aspects of proposals, staffing, and managing application/solution design and implementation programs/projects
Lead and provide guidance with service oriented architecture (SOA) design and use, event driven architecture (EDA) design and use, middleware applications and data
Lead reverse engineering to build current state solution/application architectures
Lead and provide guidance with all stages of systems development life cycles and industry standards (RUP, JAD, ASAP, Waterfall, etc.)
Lead and provide guidance with systems integration and systems/application maintenance
Evaluate and rationalize application portfolios for fit for purpose, health, and redundancy. Lead and facilitate architecture requirements and design with business and IT. Perform IT assessments and building improvement plans/portfolios and be able to convince, guide and advise Chief Executive Officers on moving forward
Identify gaps in solution architectures and provide recommendations for improvement. Align IT with business models across industry markets and lead re-engineering programs or project streams. Lead diverse project teams including client, advisory, and third-party and across global regions
Define/architect IT services as they relate to business processes, with an ability to relate IT services in business terms. Build business cases and justify application management and architecture improvements
Participate in practice building activities, improving internal solution sets, methods and resources. Keep on the leading edge of innovation and trends in application architecture, application management and delivery, and tools and techniques
A bachelor's degree in MIS, Computer Science, Engineering, Applied Science, or Operations Management preferred and approximately 5 years of related work experience; or a master's degree and approximately 4 years of related work experience. a master's degree in Computer Science, Operations, or Engineering a plus
3+ years of professional services and or consulting experience
Ability to handle complexity and ambiguity, and provide structure to complex problems
Strong interaction/communication, presentation, meeting facilitation and teaming skills
The successful candidate must also be willing and able to travel 70-90% of a work schedule

Advisory Services Manager Resume Examples & Samples

A minimum 3+ years of relevant work experience at a financial services company or comparable experience working as an advisor to a financial services company
3-5 years experience in developing enterprise data strategies and roadmaps
3-5 years experience in developing architectural and design patterns, considerations, solution options, and impact
Experience in developing state, event, UML, and Entity-Relationship models for financial institutions (retail, private, investment banks, asset management companies, or Insurance providers). Specific experience in modeling data warehouse and operational data store. Must have gone through at least one full life cycle implementation
Experience in designing and implementing SOA based data solutions
Design and implementation ETL solutions using one of the leading ETL packages (e.g, Informatica, Ab Initio, DataStage)
Architecture, Design, and Implementation of leading metadata vendor solutions (e.g. Rochade, Adaptive)
Data Quality and Governance
Identification and analysis of data issues impacting financial services organizations
An understanding of the data used and the associated inherent issues in Investment Banking, Retail Banking, or Asset Management
Ability to conduct discovery, perform root cause analysis, and make recommendations for the remediation of data quality issues
Design and implementation of at least one of leading Business Intelligence packages (e.g., Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, SAS)
Ability to analyze and review client business data to identify key indicators pertaining to operations, risk, finance, compliance, or process and controls
Design and implement analytical business and technology solutions to meet identified key indicators
Counterparty Risk
Liquidity Risk
Market Risk
Experience with risk tools such as QRM, Blackrock, Summit and Calypso
Compliance
Brokerage compliance
Fraud prevention
Brokerage supervisory procedures
Fair lending
General Ledger and Consolidations
Performance Management
Cost Analysis
Product Control
Tax reporting
Sales, Service and/or Marketing
Single View of Customer/Customer Master Data
Customer Analytics and Segmentation
Multi-Channel/Social Media
Product and Pricing
Personalization

Advisory Services Manager Resume Examples & Samples

Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Large-scale Business and IT transformation programs including people (culture), process and technology, which are driven by regulatory considerations and business strategy. US regulations include Dodd Frank, Volker, Reg W. Transformation projects include service company restructuring, brokerage operations offshoring, obligations and policy management
A bachelor's degree a minimum of 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience; a minimum of 3 years of experience working within one or more of the following areas: Business, IT and/or Risk Transformation, Business/IT Strategy Development, System/Current State Assessments, Business, Functional and Technical Requirements Definition and Design, Large Scale, Complex Project and Program Management, People & Organizational Change Management, Business/IT Process Re-engineering, Opportunity and Business Case Definition, Business/Technical Architecture Design, Data Architecture, Data Mapping and Conversion, System Selection and Implementation Support, Proof of Concept and Pilot Development, and Quality Assurance and Testing
Demonstrated ability to manage, supervise and build a team of business and technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
Experience in process and operations transformation consulting with a particular focus on financial services

Advisory Services Manager Resume Examples & Samples

A minimum of 3+ years of relevant technology experience at a financial services company or comparable experience working as an advisor to a financial services company
Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, financial products, and new technologies
Definition and design of business, functional and technical requirements
Data analysis and forensics
Program/Project management and implementation planning (PMO)
Anti-Money Laundering
Compliance technology or regulatory operations within Brokerage, Banking, or Asset management
Compliance analytics, metrics, dashboards and reporting
Dodd Frank – OTC Derivatives Reform (Title VII)
Transaction Monitoring / Surveillance Vendor Solutions – Mantas, Norkom, SAS, SMARTS
Trade and Regulatory Reporting Vendor Solutions – Axiom, Lombard Risk, Broadridge, Thompson Reuters
Compliance and AML Analytics Tools – SQL, TIBCO Spotfire, Tableau, Qlikview, Cognos, SAS

Advisory Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team -oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Cultivate and manage business development opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Manage client engagement teams, work with a wide variety of clients to deliver professional services, and manage business development activities on strategic and global priority accounts
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience. A degree with an emphasis in Finance, Accounting, and/or Business; CPA, MBA, MHA and/or MPH is a plus
Approximately 4 years of healthcare advisory/consulting experience in revenue cycle operations, preferably with prior experience as a manager (or above), in a consulting firm or in a management role within industry, including patient access (scheduling, insurance verification, financial counseling, registration and admitting) and patient accounting (billing, collections, managed care contract administration, etc.)
Knowledge and ability in leading teams in process redesign projects (assessment, redesign and implementation) in acute care and multi-hospital environments, with preference given to individuals with patient access, business office, denials management, point of service collections and cash acceleration experience
Assist in generating revenue within existing healthcare clients and in developing new prospects at the "C" level of large healthcare companies

Advisory Services Manager Resume Examples & Samples

Approximately 4 years of compliance consulting experience, preferably with prior experience working with Centers for Medicare and Medicaid Services (CMS), payer operations, as a manager (or above), in a consulting firm
Experience in one of the following areas is strongly preferred: Medicare operations experience, Medicare enrollment processes, utilization management, seven elements of compliance, compliance training processes required in a health plan
Familiarity with the federally commissioned bodies that regulated health plans, such as HHS, CMS, OCR, OIG, and the Federal Sentencing Guidelines, Code of Federal Regulation, Medicare Managed Care Manuals and Compliance Auditing Techniques
Strong analytical and problem-solving skills, as well as excellent oral and written communication skills

Advisory Services Manager Resume Examples & Samples

Mortgages (Default Management, Foreclosures, Loss Mitigation, Loan Origination Systems, Originations, Servicing, Fulfillment, Securitization/Secondary Markets)
Consumer Lending (eCommerce/Mobile Banking, Deposits, ATM, Checking, etc.)
A minimum of 3+ years experience in Financial Services, specifically in the lending space (mortgage, consumer, auto, credit cards)
Proven experience leading small to medium sized operations and technology change initiatives or system implementations with "brand name" consulting firms or internal consulting organizations at leading corporations
Understanding of key technology and services vendors and products supporting the mortgage value chain
Process and domain knowledge including core banking, mortgage loan originations, fulfillment, servicing securitization, and the secondary mortgage markets; experience with other consumer finance products (e.g., auto) beyond mortgage a plus
Excellent written and verbal communication skills for developing client deliverables and presentations
Demonstrated history of working in teams and developing junior staff
Definition of business and process requirements
Design of business and process architecture
Data mapping and conversion
Enterprise application integration
Package Implementation
EMC (Documentum)
Opentext
ILog

Advisory Services Manager Resume Examples & Samples

Approximately 3+ years of experience in an actuarial-oriented position
A Fellowship in the Casualty Actuarial Society or particular industry experience/credentials to meet special needs
PC proficiency with knowledge of spreadsheet and actuarial-related software

Advisory Services Manager Resume Examples & Samples

Advise clients on a variety of business issues that help identify, assess, manage, measure and transform the organization's performance and capabilities. Use industry experience, business process skills, organizational and technology capabilities and knowledge across several of the following focus areas
A minimum of 3+ years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
Demonstrated ability to manage and supervise a team through all phases of the initiative life cycle
Product development
Advisory model and advisor support
Business Requirements
Implementing front office wealth management advisory platforms
Implementing financial and retirement planning platforms
Architecting complex and comprehensive wealth management platforms with multiple software solutions
Financial Advisor Workstations (i.e., Thomson, SunGard, Odyssey, etc)

Advisory Services Manager Resume Examples & Samples

Must have 3+ years of Life Sciences work experience
Prior relevant advisory experience required
Ability to manage and develop a team of staff/senior consulting professionals

Advisory Services Manager Resume Examples & Samples

Trade Enrichment, Affirmation and Confirmation
Approximately 3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
For Energy & Commodities Trading Technology, Leading platform knowledge such as: Openlink Endur, Triplepoint, RightAngle
Database skills such as SQL (Intermediate and Advanced), diagnostics such as AWR, trace, profile etc
OTC Derivatives Reform
Volcker Rule
Data warehousing/enterprise data design & management
Amortization methodology under FAS 91
OLAP Reporting
Defect Resolution

Advisory Services Manager Resume Examples & Samples

A degree in computational finance, mathematics, engineering, statistics, or physics preferred
Statistical and numerical techniques and the principles of the theory of probability and stochastic calculus
Experience working in a financial product engineering/research and development environment designing and developing quantitative methods and services for capital market products

Advisory Services Manager Resume Examples & Samples

An ability to manage a team of junior consulting professionals
Experience in a workstream management role and Transformation experience in Finance, Supply Chain and Customer, IT and/or Risk is preferred as well as enterprise strategic initiatives
Experience in transformation management for large scale business transformation projects and programs

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and a minimum of 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience; a minimum of 3 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Demonstrated ability to manage, supervise and build an effective team of technology advisors through all phases of risk technology life cycle, including requirements definition, architecture design, configuration/implementation, conversion and testing
Deep knowledge of financial products for banking and trading books; understanding of typical capital markets and other banking instruments, their characterisitics and uses in the capital markets
Technology experience across the systems development lifecycle supporting one or more of the risk management domains described above (Credit, Market, Liquidity, Enterprise Risk). Experience with leading packages used in risk management would be advantageous. Packages/vendors would include but not limited to Wolters Kluwer, Oracle, Axiom, SAS, IBM/Algorithmics, Sungard, ION, Moody’s, QRM, MarkIt, Bloomberg
Demonstrated technology competencies in one or more of following areas

Advisory Services Manager Resume Examples & Samples

Ability to read and interpret hospital financial statements and contract terms, utilize complex financial models,
Lead engagement planning and budgeting; mobilize and manage engagement teams; define deliverable structure and content; facilitate buy-in of proposed solutions from top management levels at the client; direct on-time, quality delivery of work products; manage engagement economics; manage engagement risk
Experience with healthcare organization M&A, physician alignment, or financial margin improvement initiatives
Develop work plans for specific components of an engagement
Coordinate activities between work streams
Develop process flows depicting pain points in the business process
Present findings and recommendations to client leadership
Ability to assist in generating revenue within existing healthcare clients and in developing new prospects at the “C” level of large healthcare companies

Advisory Services Manager Resume Examples & Samples

Work with Lead System and Enterprise Architects in the planning and design of technology-driven BPM solutions. Provide direction, communications, and oversight to EY delivery teams. Ensure that quality and timeliness standards are achieved for all deliverables
Foster relationships with client personnel at appropriate levels. Consistently deliver quality client service. Monitor progress, manage risk and ensure key stakeholders are kept informed of progress and expected outcomes. Stay current on business and industry trends relevant to the clients’ business objectives
Build trusted relationships as a strategic technology advisor to clients, and work across EY’s Advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Demonstrate in-depth technical capabilities and professional knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Conduct complex, strategic analyses of our clients’ IT organizations, operating models, processes, applications and infrastructure and formulate strategic recommendations and roadmaps to improve them
A bachelor's degree computer science, engineering, accounting, finance or a related field and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience
A minimum of 5 years of experience working with the technology delivery of business process improvement or comparable experience working in technology preferably with a strong consulting background in banking, wealth & asset management, capital markets or insurance
Professional certification with delivery tools and/or methodologies such as Pega Certified System Architect, Certified Senior System Architect, or Project Management Professional is preferred
Experience with the delivery of strategic IT consulting engagements
Demonstrated ability to bring order to ambiguous situations; candidates must be able to document a client's issues and requirements and, through concrete analysis and insights drawn from past experiences with other clients, determine root causes and develop improvement plans
Experience in developing advisory solution offerings and marketing assets, preferred
Ability to describe complex problems and circumstances in a clear, concise manner to an executive audience
Demonstrated history of partnering with other business and IT advisory competency teams/functional practitioners to develop an integrated go-to-market approach and deliver cross-functional solutions
Manage engagement teams and provide technical leadership in the assessment, design, and management of successful IT improvement programs in collaboration with clients
Collaborated with other team members to plan engagements and develop project plans and work programs, timelines, risk assessments, and other planning documents
At least one professional certification (e.g. CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications)
Financial Services Technology Strategy Development
Business Process Improvement Strategy and Delivery

Advisory Services Manager Resume Examples & Samples

A degree with an emphasis in Computer Systems, Engineering, Economics and/or Business; MBA, CPA, PMP, Six Sigma and/or Certified SAP Solution Manager Consultant are preferred
Designed, set up and managed a PMO or EPMO for a large complex program
Direct experience managing at least 1 end-to-end business process transformation enabled by a complex ERP implementation
Multiple engagements in which individual revenue managed was above 1 million dollars
Led multiple program roadmapping design engagements as well as PMO maturity assessments
Understanding and experience working governance structures for complex programs and organizations. Includes definition of ownership, accountability roles and responsibilities, decision making frameworks, gate approval process, program wide communications, formalized and standard program steering
Been a workstream lead on one or more end-to-end PPM implementations using Planview, Clarity, Niku HP, Primavera or MS Project Server
Experience supporting and participating in pursuit efforts. Experience with the end-to-end RFP process (RFP, Response, Proposal, Client Presentation, SOW and Execution) and understanding of client procurement processes
Demonstrated excellent oral and written communication skills

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and approximately 5 years of related work experience; or a masters degree and approximately 4 years of related work experience
A degree with an emphasis in Finance, Accounting, Economics, Business, Computer Science or Engineering; MBA and/or CPA preferred
Approximately 3 years of experience in providing advisory/consultative services in the following EPM focus areas: Planning and Budgeting, Financial Close, Consolidations and Reporting, Metric Definition and Scorecard Design, EPM Technology Implementation
Implementation experience in 1 or more of the following EPM software applications (including design and configuration): Oracle Hyperion (Planning, Hyperion Financial Management (HFM), Enterprise, Essbase), SAP (BPC, EC-CS, Business Objects Planning or SRC, OutlookSoft)
EPM engagement leadership experience including: managing staff, providing regular status updates, and monitoring project economics

Advisory Services Manager Resume Examples & Samples

A minimum of 3+ years of relevant experience in banking/capital markets at a commercial bank with a well developed credit risk management infrastructure or comparable experience working as an advisor to a financial services company
Broad consulting and project management skills, effective written and oral communication skills
Strong quantitative and/or technology skills including knowledge of Excel, Access, and PowerPoint

Advisory Services Manager Resume Examples & Samples

Demonstrate some knowledge of all phases and aspects of methodology of IT integrations, carve-outs
Demonstrate ability to identify integration risks and issues
Manage engagement teams and provide technical leadership in the assessment, design, and management of successful IT improvement programs in collaboration with our clients
Build trusted relationships as a strategic technology advisor with clients, and ability to work internally across Ernst & Young advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
Provide high quality client service by directing daily progress of engagement work, informing leadership of engagement status, and managing staff performance
IT Strategy and Operating Model Development

Advisory Services Manager Resume Examples & Samples

A degree with an emphasis in Finance, Accounting, Economics, Business, Computer Science, IT or Engineering preferred; MBA desired
At least 3+ years experience in providing advisory services in the following BI focus areas: operational/management reporting in at least one of the core functional areas (Finance, Supply Chain and/or Customer), metadata development, metric definition and scorecard design, and/or database design/development
Proven track record of understanding business challenges and translating them into value add business intelligence solutions
Proven experience within the business intelligence domain gathering business and technical requirements, solution design and build, testing and solution deployment
Demonstrated implementation experience in 1 or more of the following BI software applications (including design and configuration): Oracle Essbase/OBIEE, SAP Business Warehouse and Business Objects, IBM TM1, Cognos, SPSS
BI engagement leadership experience including: managing staff, providing regular status updates, and monitoring project economics
Experience providing hands on technical expertise as well as manage client relationships within the context of the role
Proven ability to manage a team of junior consulting professionals
Demonstrate characteristics of a forward thinker and self starter that thrives on new challenges and adapts to learning new knowledge

Advisory Services Manager Resume Examples & Samples

A minimum of 3+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Demonstrated ability to manage and supervise a team of technology advisors through all phases of credit technology life cycle, including requirements definition, architecture design, conversion and testing
Willingness to travel to meet client needs
Willingness to travel at least 30% and ability to travel internationally
Regulatory requirements: Basel II, Basel III, Living Wills and other emerging guidelines
Capital management: ICAAP, Economic capital, stress testing, RAPM/RAROC
Counterparty risk, collateral, netting, exposure calculation, exposure aggregation
Risk ratings processes
Loss forecasting, Loan Loss Reserves
Credit risk portfolio management packages including Algorithmics, SunGard Adaptiv, CreditManager, Moody’s KMV and SAS
Other vendor systems supporting Credit Risk Management and Economic Capital

Advisory Services Manager Resume Examples & Samples

A minimum of 4+ years of experience with leading medium to large sized projects and/or programs within the financial services industry with a large consulting firm or internal consulting organization at leading financial services corporations
Demonstrated ability to manage projects through the lifecycle including governance and scope, approach, project planning and communications programs
Past experience in managing program management offices leading transformational change projects preferred
Prior consulting experience preferred including current state/future state assessments, business process re-design, and development of target operating models

Advisory Services Manager Resume Examples & Samples

A degree with an emphasis in Finance, Accounting, Economics, Computer Systems, Engineering and/or Business
MBA, CPA and/or PMP are not required; however is a plus
Note: One is required, however more are preferred
PMO Support/Analyst (Involvement with PMO setup and day-to-day support activities for a large complex program)
Project Management (Variety of integrated planning and risk management experiences)
Development (Waterfall, Spiral, Iterative and Incremental, Agile)
Testing (includes test strategy, plan, procedure, scenario, case, and step creation and execution as well as defect identification, tracking and resolution)
Business Requirements Analyst, System Analyst and/or Technical Requirements
Quality Assurance (may be for a specific program or end-to-end QA function across a portfolio of programs)
Experience creating, executing and maintaining integrated project workplans and risk logs
End-to-end PPM exposure either through implementation or end user use of Planview, Clarity, Niku HP, Primavera or MS Project Server
Team lead experience within a technical workstream on a large ERP implementation (designed and maintained technical project documentation, architectural design, data modeling or writing technical specifications)
Collaborated with senior management and sales teams on project development, pre-sales meetings with clients and pursuit efforts

Advisory Services Manager Resume Examples & Samples

A degree in Real Estate, Finance, Economics, Accounting, Business Management, Engineering, or Management Information Systems and/or an MBA or MRE degree preferred
A minimum of 3 years of related experience in Real Estate experience in the capacity of service provider or within a Real Estate investment organization
A fundamental business process improvement strategy and project management skills, solid organizational assessment and business analysis experience

Global Treasury Advisory Services Manager Resume Examples & Samples

Support engagement planning, budgeting, execution and management
Support the following activities
Functional specifications
Inbound / outbound interface design
Integration with external systems
Financial risk management (currency, interest rate, commodity)
Bank relationship management
International treasury centers
Governance, controls and regulation

Advisory Services Manager Resume Examples & Samples

Claims Data Management
Claims Organizational Models
Claims Technology
Budgeting, Planning and Forecasting Operations/Technology
A minimum of 3+ years of delivery experience working with multiple project teams of 25+ people
A minimum of 3+ years of experience working in Property and Casualty (P&C) Claims Management
Ability to research client inquiries and emerging issues, including regulations, industry practices, and new application technologies
P&C Claims Business/Operations Transformation
P&C Claims Business Process Reengineering
Accenture
Insurity

Advisory Services Manager Resume Examples & Samples

Cultivate and manage business development opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all Ernst & Young practices to serve client needs
Understand/communicate complex insurance operational issues in the underwriting space. Stay informed of and apply professional standards and firm policies
A minimum of 3+ years of experience working in Property and Casualty (P&C) underwriting commercial lines or specialty lines are preferred; Consulting experience preferred
Ability to research client inquiries and emerging issues, including regulations, property & casualty insurance industry practices, and new application technologies

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and a minimum of 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
A minimum of 3+ years of related work experience in developing, implementing or architecting information security systems
A strong understanding of information security regulatory requirements and compliance issues
Knowledge of security concepts and methods such as vulnerability assessments, privacy assessments, intrusion detection, incident response, security policy creation, enterprise security strategies, architectures and governance
Solid existing relationships within the Information Security or IT executive ranks (e.g., CIO, CISO, Director of Information Security, SVP and VP of Information Security) of the financial services sector
Experience in process definition, workflow design and process mapping
Advanced written and verbal communications skills
Data Privacy and Protection
Data classification
Data privacy
Encryption (Whole disk, end-to-end email, key management, database, etc)
Experience developing DP strategies, architectures and implementation plans
Experience with regulatory and leading practice around data privacy and protection like DPD 95/46/EC, FCRA, FOIA, GLBA, Privacy Act, Dodd Frank, NIST, FFIEC, etc
Working knowledge of MS IIS, Apache and Tomcat, WebLogic, or JBoss application servers
Identity and access management
User provisioning process and lifecycle
Entitlement management
Experience developing IAM strategies, architectures and implementation plans
Archer
Paisley
Titus Labs
Varonis DatAdvantage and DataPrivilege
DB monitoring tools such as IBM - Guardium
Oracle / Sun Identity Management
Working knowledge of one or more directories such as Active Directory, IBM Tivoli Directory Server, Oracle Directory Server or Novell eDirectory
CISA, CISM, CIPP, or GIAC certification is desired
Ability to identify and resolve complex issues and develop innovative solutions (advisory skills) for the client's business and technology goals

Advisory Services Manager Resume Examples & Samples

Must have experience in the following topics within incentive / sales compensation
Must have compensation administration process design and implementation experience
Must have 3 to 5 years of consulting experience
2 to 5 years of sales strategy and sales effectiveness experience is preferred
CRM design and implementation experience is preferred

Advisory Services Manager Resume Examples & Samples

A degree with an emphasis in Finance, Accounting, Economics, Business, Computer Science, Information Technology or Engineering; MBA preferred
Approximately 3+ years of experience delivering large, complex advisory/consultative services in the following ISM focus areas: information strategy, data architecture, information governance, master data management, data quality, data integration
Strong analytical and problem-solving skills - actively participate in brainstorming, identifying core issues and effectively finding and using data to manage complex analysis
Engagement leadership experience including: managing staff, providing regular status updates, and monitoring project economics; proven ability to manage a team of junior consulting professionals
Proven track record with client service - proactively reaches out to help client improve organizational effectiveness; develops solid and enduring relationships with clients as a trusted advisor
Characteristics of a forward thinker and self starter that thrives on new challenges and adapts to learning new knowledge

Advisory Services Manager Resume Examples & Samples

Define the test strategy large programs large projects or complex products or solutions
Estimate the effort and cost for a large complex test solution
Work with business organizations to facilitate UAT
3 years of financial services experience preferred but not required

Advisory Services Manager Resume Examples & Samples

Strong delivery skills (e.g., ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance to a team, manage the delivery of an engagement workstream)
Strong demonstrated project/program management skills – specifically the ability to develop project plans that drive and govern the delivery of the scope
Demonstrated ability to bring order to ambiguous situations; candidates must be able to document a client’s issues and requirements, and through concrete analysis and insights drawn from past experiences with other clients, determine root causes and develop improvement plans
Broad knowledge of IT functions and IT operations and how IT enables the business through effective strategic planning, governance and management discipline
Relevant industry certification preferred but not required (e.g., CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications)
Experience with design and automation of application build, and deployments
IT Operating Models (organizational and functional structures, skills and competency planning, etc.)
Project Management Lifecycles
Testing and Quality Assurance
Knowledge Management and Continuous Improvement

Advisory Services Manager Resume Examples & Samples

Perform loan document review and data reviews on loan files, recalculating fields on data tapes and running exception reports to tie out with clients
Create collateral stratification tables used for assessing loan pool characteristics
Perform cash flow modeling on deals to tie out to clients’ loan amortization tables and bond analytics, including decrement tables, weighted average lives, and price/yield tables
Review offering documents and term sheets by verifying information as accurate, complete, and conforming with industry and market standards
Draft and review AUP Reports
Work with and interact with front-office investment banking clients on a daily basis
Bachelor’s degree or graduate degree in business, finance, economics, accounting, or related field
Strong understanding of real estate finance, fixed income securities and/or securitization
2+ years of related work experience in the structured finance industry
Excellent interpersonal, leadership, and management skills and the ability to work within a team setting
Highly organized, detail-oriented, and excellent prioritization skills with a commitment to meeting deadlines with minimal supervision
For ABS/CMBS/MBS and CLO Transaction teams, transaction issuance experience in a specific asset class preferred

Advisory Services Manager Resume Examples & Samples

IT Balanced Scorecard
BCP/DR
Systems Development Life cycles
Data Center Operations Management
Security

Advisory Services Manager Resume Examples & Samples

A degree in Real Estate, Finance, Economics, Accounting, Business Management, Engineering, Architecture, or Management Information Systems and/or an MBA or MRE degree preferred
A minimum of 3 years Corporate Real Estate experience in the capacity of service provider or within a Corporate Real Estate organization
Quantitative and qualitative analytical skills
Facilitation skills
Business process mapping
Proficiency with Excel and Word, MS Office and Lotus Notes
MCR is desirable
A working knowledge of one or more of the following systems: Accruent, Archibus, Manhattan, Maximo, Tririga, or other similar system(s) preferred

Advisory Services Manager Resume Examples & Samples

Build trusted relationships as a strategic technology advisor with clients, and work internally across EY advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
IT Strategy development
Enterprise Architecture design
IT Balanced Scorecard and Metrics
IT Service Management
Initiatives Portfolio Management / Demand Management
IT Financial Management and planning
IT operating models and shared services models (onshore vs. offshore, insourced vs. outsourced, org structures, skills and competency planning, etc)
IT M&A Integration

Advisory Services Manager Resume Examples & Samples

IT Strategy and Portfolio Rationalization
IT Enterprise Architecture
A master's degree in business, operations, or science a plus
Prefer 3-5 years of industry/advisory experience

Advisory Services Manager Resume Examples & Samples

Experience executing project plans on large, complex engagements from analysis through implementation, preferably as a workstream lead, supervising junior staff
Experience working in Big 4, global management consulting firm or Blue Chip company focused on the government and public sector
Ability to collaborate with clients and identify engagement follow-on and new business opportunities
A bachelor's degree and approximately 5 years of relevant work experience; or a master's degree with an emphasis on organizational development or other related field and approximately 4 years of relevant work experience
Minimum of 4 years relevant experience in: Visioning and Strategy workshop design and delivery, Leadership Alignment and Development, Stakeholder Management, Communications, Operating Model and Organizational Design, Governance, Training, Competency Assessment, Workforce Strategies, Talent Management and Culture Change
Must be eligible to obtain a secret clearance or higher

Identity & Access Management Advisory Services Manager Resume Examples & Samples

User provisioning
Enterprise directory architecture and design
Role Based Access Control
Identity federation; and/or,
Oracle Identity Manager
IBM Tivoli Identity Manager
Sail Point IIQ
Aveska Compliance Manager
Cisco (ex. Securent) Entitlement Management Solution
Axiomatics
Symark PowerBroker, PowerPassword, PowerKeeper
Quest Privileged Password Manager; OR,
Privileged Session Manager

Advisory Services Manager Resume Examples & Samples

Review of reserving functions at health insurance client companies
Developing model for future business operations under health exchanges
Reviewing pricing for medical products
Developing base rating and underwriting rules for multiple employer health insurance plan
Modeling surplus needs under adverse scenarios and assistance with ORSA requirements for health carriers
Reviewing underwriting for health insurance operations (small group and large group)
Acting as appointed actuary for non-audit client health insurance organizations
Audit Support
Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business, regulatory and industry trends relevant to the client's business
Approximately 5+ years of experience in an actuarial-oriented position, with a minimum of 2 years project or people management responsibility
Proficiency in the use of spreadsheets and actuarial-related software, including AXIS, Prophet, ALFA, MOSES, VBA, C++ or other actuarial related software
Excellent problem-solving and client-service skills
Willingness to travel 40% to meet client needs

Advisory Services Manager Risk Resume Examples & Samples

A minimum of 3+ years of related audit or applicable business experience; 2 or more years of public accounting experience preferred
Understanding of IT general controls
Ability to perform and interpret gap analysis
Implementation of variety of research and information gathering strategies
Development of risk remediation strategies
Proficiency with MS Office and Lotus Notes

Advisory Services Manager Resume Examples & Samples

A minimum of 3 years direct Cloud Computing experience including Cloud Readiness and Assessment, Cloud Migration strategy and planning and development of a Cloud Framework and Operating Model
Strong communications, facilitation and presentation skills
Strong end-to-end delivery skills (e.g. ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter guidance to a team, manage the delivery of an engagement work stream)
Support, build, and develop trusted relationships as a technology advisor for clients, and work internally across EY advisory teams to help bring our clients the most comprehensive, end-to-end business and IT transformation services to effectively address their business challenges
Experience in planning, managing, and leading engagement delivery teams with prior project management experience is a must
Demonstrated history of working in teams and providing leadership for junior staff
Proven presentation and communication skills, both written and verbal
Proven understanding of Sarbanes-Oxley, European Union Data Protection Act, to industry regulations such as PCI DSS for payment cards and HIPAA for health data, and standards like ISO 22301, 27001 and/or BS 25999 standards and guidelines is a must
Relevant industry certification highly desirable (e.g., VMware Certified Professional – Cloud (VCP-Cloud), MCSE – Private Cloud, Salesforce.com Certified Sales Cloud Consultant, Salesforce.com Certified Service Cloud Consultant, CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications)
Thorough knowledge and understanding of current Cloud Computing technologies, strategies, solutions, assessment methodologies, planning techniques, technologies, and methods
Provide consulting on Cloud Readiness and Assessment, Cloud Migration strategy and planning, Cloud Framework and Operating Model including design, documentation, tools, metrics and methodologies

Fso-advisory Services Manager Enterprise Intelligence Data Analytics Resume Examples & Samples

Researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
Analyzing and reviewing client business data to identify key indicators pertaining to operations, risk, finance, compliance, or process and controls
Designing and implementing analytical business and technology solutions to meet identified key indicators; and,
Performing data forensics to identify suspicious banking, brokerage or insurance transactions in anti-money laundering, trade surveillance, or fraud

Advisory Services Manager Resume Examples & Samples

Perform research and diligence on various investment strategies – external and affiliates
4 year bachelor’s degree required, Advanced degree preferred
2+ years in alternative investment strategies required
Proficiency with industry specific software applications
Ability to interact with senior management on a regular basis
Ability to develop or maintain strong alternative strategies knowledge
Ability to represent the Company at professional and business functions in a competent manner
Ability to organize and prioritize workflow and to coordinate the work of others
Ability to perform multiple tasks in a fast-paced, team environment
Ability to operate a personal computer and related software
Ability to maintain a professional image
Ability to create and foster professional relationships
Ability to make decisions without immediate supervision or approval

Advisory PI Project Advisory Services Manager Resume Examples & Samples

Conduct performance reviews and contribute to performance feedback for all levels of staff
Participate in and, as required, lead Project/Programme Advisory projects across sectors
At this Manager level, there will be opportunities to work across our focus sectors within the PI practice (Health, Utilities, Transport, Telco or Government) so experience in these sectors would also be an advantage
At least 5 years with a blue chip consulting firm or blue-chip industry/government organisation
A strong background in managing large scale transformation programmers, providing advice and guidance on project and programmers, managing and working in a Project Management Office (PMO) and auditing projects and programmers across industry sectors
Delivery of large scale transformation programmes
Project finance management
Stakeholder & communications management
Benefits management

Advisory Services Manager Resume Examples & Samples

Lead Consulting engagements that solve complex issues such as consolidation in the marketplace, margin squeeze, rising commodity prices, entry into new markets and new regulatory requirements
Use technology to continually learn, share knowledge and enhance client service delivery
Develop long term relationships with networks both internally and externally
A minimum of 5 years of related work experience or a graduate degree and 4 years of related work experience
A minimum of 4 years of experience delivering advisory services to Consumer/Retail clients
Willingness to travel up to 80%, valid driver’s license and US passport required

Advisory Services Manager Resume Examples & Samples

Manage multiple engagements and other related activities
Work closely with engagement teams and client personnel in conducting financial/tax due diligence engagements
Manage client expectations and deliverables
Develop effective relationships with clients and key contacts
Lead firm efforts on initiatives and encourage staff participation
Keep abreast of professional development and regularly expand technical competence
FRM, PRM or CFA designation would be viewed favorably
Minimum of 5 years in a professional services/commercial banking environment, specializing in credit risk management and/or Basel II domain
Minimum of 3 years of experience leading a team of at least 5 persons
Strong business acumen
Exceptional presentation, communication, writing and analytical skills
Ability to manage competing priorities under high pressure and tight deadlines
Willing to travel for extended period of time (e.g. several weeks in a row) to deliver projects

Special Loans & Advisory Services Manager Resume Examples & Samples

Core Group Risk Management Behavioral Skills
Problem solver: Creative thinking with ability to develop creative solutions
Communication Skills : Effective written and oral communications skills
Networking: Ability to successfully utilize internal networks to assist with problem resolution
People Skills - Really good ability to get along with different types of and levels of people including Sr Management/executives
Confident and Mature in Outlook with a willingness to learn and grow
Communication – Listening, Understanding & Responding; Impact & Influence; Information Seeking; Consulting Orientation; Identifying Business Opportunities
Initiative – Achievement Motivation; Commitment to Continuous Learning
Teamwork & Cooperation – Building Partnerships with Stakeholders; Adaptability; Knowledge Transfer; Relationship Building
Thinking – Strong analytical and Risk assessment Skills ; Breakthrough Thinking; Conceptual Thinking; Strategic Business Sense

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and approximately 6 years of related work experience; or a master's degree and approximately 5 years of related work experience
A degree in computer science, accounting, finance or a related field (MBA or MS degree preferred). SAP certification/s highly preferred
4-6 years of experience working with the SAP Finance modules, as well as 1-2 full life cycle implementations (or equivalent experience) required. Familiarity with integration to SD, MM, FM, CO, PS and HR, etc
Experience with all aspects of financial and management accounting within an ERP system
Experience with SAP reporting and business warehouse a plus
Experience with finance strategy, financial accounting and reporting systems a plus, including knowledge of budgeting, planning and forecasting operations and technology a plus
Demonstrate characteristics of a forward thinker and self starter that thrives on new challenges and adapts quickly to learning new knowledge
Prior consulting experience and a demonstrated history of driving revenue within existing clients and in developing new prospects at the "C" level of Fortune 500 companies
Ability to lead a team of consulting professionals on multiple projects
A strong work ethic; and
A willingness to travel to meet client needs; travel can be up to 70-90%

Advisory Services Manager Resume Examples & Samples

Drive high-quality work products within expected timeframes and on budget. Stay abreast of current business and industry trends relevant to the client's business and possess good business acumen. Effectively manage and motivate client engagement teams with diverse skills and backgrounds Play an active role in counselling and mentoring junior consultants within the organization and provide an inclusive team-oriented work environment
Foster relationships with client personnel at appropriate levels and consistently deliver quality client services. Monitor progress, manage risk and verify key stakeholders are kept informed about progress and expected outcomes and manage expectations of client service delivery. Cultivate and manage business development opportunities and understand EY and its service lines and actively assess/present ways to serve clients
Develop relationships with team members across all EY practices to serve client needs and develop and maintain long term client relationships and networks. Demonstrate in-depth technical capabilities and professional knowledge. Remain current on new developments in advisory services capabilities and industry knowledge and demonstrate ability to quickly assimilate to new knowledge
A bachelor's degree in accounting, finance, business or a related field and 5+ years of related work experience; or a graduate degree and approximately 4+ years of related work experience
Knowledge of Enterprise Resource Management and related risk analysis experience - understanding of process analytics and business intelligence and impact on the Risk engagement
Ability to perform and interpret gap analysis, development of risk remediation strategies
Strong analytical, interpersonal and communication skills and demonstrated integrity, values, principles, and work ethic
Strong skills in project management and engagement closure and proficiency with MS Office and Microsoft Outlook
CPA, CA, CIA, CISA and CMA certification desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EYs Area and Americas Risk Services leadership

Advisory Services Manager Resume Examples & Samples

Deep expertise in S&OP and associated processes
Experience in facilitating and driving process design and modeling
Experience in designing and deploying S&OP processes, business rules, meetings and governance structures
S&OP process expertise in one or more of the following industries: CPG, Life Sciences, Automotive, and Process Industries (such as Chemicals)
Experience and knowledge of S&OP technologies such as SAP S&OP, JDA, Steel Wedge, Kinaxis and River Logic
S&OP implementation methodology expertise and experience
Ability to drive requirements, facilitate client workshops, discussions and interviews
Excellent communication skillsKey Responsibilities
Effectively manage and motivate client engagement teams with diverse skills and backgrounds while providing constructive on-the-job feedback/coaching to team members
Foster relationships with client personnel at appropriate levels
Manage expectations of client service deliver, while staying abreast of current business and industry trends relevant to the client's business
Cultivate and manage business development opportunities
A bachelor's degree and at least 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Approximately 3 years of recent experience within a consulting environment
Extensive experience in providing advisory services in the supply chain and other operational areas that impact the supply chain function (e.g., assessments, supply chain strategy, distribution/logistics (inbound, outbound, return), inventory management, procurement and sourcing, lean-six sigma, sales and operations planning, cost reduction, etc.)
A demonstrated record in driving revenue within existing clients and in developing new prospects at the ""C"" level of Fortune 500 companies
A valid driver's license valid in the US and a valid passport required; willingness and ability to travel internationally

Advisory Services Manager Resume Examples & Samples

Candidates shall have successful consulting background with experience and expertise in inventory management and optimization. Comprehensive experience in dealing with all levers of inventory. Experience in conducting assessments and delivering successful implementations to lower and harmonize inventory levels, reduce working capital and provide sustainable benefits
Expertise in deployment, replenishment and control of inventory
Expertise in inventory optimization (inventory target setting, multi-echelon inventory optimization) techniques and methods
Expertise in supply chain planning functions (demand planning, supply planning, production scheduling, available to promise etc.), processes and tools
Implementation experience in inventory modeling and optimization tools such as Smartops, Logic Tools, and Llamasoft etc
Implementation experience in SC planning and optimization tools
Ability to mathematically and statistically model business problems
Excellent MS Office skills, spread sheet and data analysis skills

Advisory Services Manager Resume Examples & Samples

An MBA (finance, operations or strategy); or a master's in Computer Science, Engineering or Applied Science a plus concurrent engineering, integer and linear programming exposure a plus
Demonstrated hands on experience in one or more of the following areas: technology strategy, portfolio strategy, benefit measurement and realization, supply/demand, change management, earned value, reporting, or business process re-engineering
Proficient n portfolio management tools; e.g., Prosight, Niku, etc
Experience with a Tier I strategy firm a plus

Advisory Services Manager Resume Examples & Samples

Maintain expert knowledge of the ServiceNow platform
Maintain current knowledge via internal webinars, case study, training, Wiki and all other resources available
Answer ServiceNow Community questions
Help mentor new Technical Consultants
Perform research into technology partner or other vendor solutions in context of client requirements for integration
Experience in a Professional Services environment and specifically with the ServiceNow Platform
Ability to both configure and demonstrate solutions in the ServiceNow platform
Experience designing and implementing client facing solutions leveraging involving enterprise software
Experience implementing and integrating enterprise software applications
Fundamental understanding of the key technologies relevant to the ServiceNow integration solutions including: SSO, SAML, SSL, Web Services, LDAP, JDBC, ODBC, REST, SCP, FTPS
Experience with scripting in the ServiceNow platform using Javascript or Jelly including: Business Rules, Client Scripts, UI Actions, UI Pages, etc
Is self-motivated / self-directed – capable of multi-tasking and accepting change both in tasks and schedule
Business analysis and requirements gathering abilities
Ability to learn technology quickly through instruction and self-training
Develop technical competence
Take responsibility for high quality execution of specific elements of a tax engagement
Build knowledge about risk management and independence
Engage actively with team members
Develop an understanding of EY service offerings, geographical markets and sectors
Actively solicit feedback
Maintain strong client focus, be responsive to client requests and develop/maintain productive working relationships with client personnel
Demonstrate an interest in learning tax concepts and technical partnership tax
Prepare internal memoranda, written products, private letter rulings and other documents under supervision for submission to the IRS or Treasury Department, and review partnership agreements
Learn from staff and other tax professionals
Build on technical competence
Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products
Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; and actively seeking assignments when unassigned
A bachelor's degree with an emphasis in accounting, finance, or a related field (an advanced degree in tax or law is highly desirable) with a minimum of 2 years of related experience
Desire to work towards CPA certification and/or a JD
Strong technical writing skills
Interest in federal income taxation, with an emphasis on partnership taxation
Excellent organizational and verbal communication skills

Advisory Services Manager Resume Examples & Samples

Help manage financial aspects of engagements by organizing staffing, tracking fees and communicating issues to project leaders
Assist with workshops and facilitation
Assist with complex problem solving of client issues
Build strong internal relationships within EY Advisory Services and with other services across the Organization
Develop people through effectively supervising, coaching and mentoring staff
Contribute to people initiatives including recruiting, retaining and training Risk professionals
Industry related certification (e.g., CPA/CA, CMA, and RICS)
Five years of related work experience
Experience of/and interest in recruiting and professional development
Honours or Master's degree in Finance, Business or other related field
Complex problem solving capabilities
Demonstrated ability to innovate internal audit approaches, be relevant to client specific issues, and track industry trends
An interest in continuous self-development

Advisory Services Manager Resume Examples & Samples

Assist in developing applicable methodologies, tools, approaches, points of view, thought leadership and accelerators to differentiate EY in the ERP advisory market. These are shared with all EY market facing organizations to provide consistency and common platforms with which to go to market
Demonstrate strong technical ERP management, specifically able to support consolidation, merge and overall technical management of ERP activities. Through successful monitoring project/program team economics, performance against the engagement, and proactively adjust scope, timing, and resources as appropriate and if necessary
Provide advisory support on complex tasks and project supervision and direction of staff. Participate in customer engagement planning and supporting sales efforts. Review and influence existing customer strategic goals. Collect, prioritize and document customer requirements with the customer. Document the Architecture and Design of the Oracle E-Business Suite Solution and implement such within customer base
Manage and supervise a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, and conversion and testing both internally and client facing
3-5 years of experience working with Oracle in business operations, corporate finance or enterprise technology, with at least 1 year spent in a managerial and IT/business integration role
Approximately 4 years of practical industry/technology experience

Advisory Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Demonstrate a thorough understanding of complex real estate concepts. Lead the day-to-day activities of advisory engagement team and communicate complex construction issues to the team and the client
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience with the a degree in Real Estate, Finance, Economics, Accounting, Business Management, Civil Engineering, Mechanical Engineering, Architecture or Construction Management
Successful candidates must be available to travel outside of their assigned office location at least 50% of the time, plus commute within the region (where public transportation often is not available)

Advisory Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team -oriented work environment. Play an active role in counseling, mentoring and developing junior consultants within the organization
Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Experience with implementing LIMS or CAPA systems, performing or managing responses to FDA audits, defining Quality management systems for Life science organization is preferable
Self-motivated and forward thinker that thrives on new challenges and adapts quickly to learning new knowledge

Advisory Services Manager Resume Examples & Samples

Leading engagement teams, interfacing directly with clients, and performing project management functions
Gathering financial crime and financial services compliance business requirements
Translating business requirements into IT system functional requirements
Developing system change and configuration options
Assessing compliance programs and technology
Performing data analysis on subsets of client data and assessing data availability, adequacy and quality
Leading practice development initiatives
Assisting with proposal and new business development
Definition and design of business, functional and technical requirements; design of business or technology architecture
System selection and implementation support; systems development lifecycle (SDLC)
Quality assurance and testing (QA)
Fraud – Employee, Card, Deposit, Payment, Mobile; enterprise governance, risk and compliance (GRC)
KYC and On-Boarding Vendor Solutions - GoldTier, Pega, Experian, custom developed
Data and Compliance Analytics tools – SQL, Spotfire, Tableau, Qlikview, Cognos, SAS

Advisory Services Manager Resume Examples & Samples

Provide constructive on-the-job feedback/coaching to team members and foster an innovative and inclusive team -oriented work environment
Play an active role in counselling, mentoring and developing junior consultants within the organization
Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget
Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients
Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge
Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge

Advisory Services Manager Resume Examples & Samples

Provide constructive on-the-job feedback/coaching to team members
Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
Manage expectations of client service delivery
Understand Ernst & Young and its service lines and actively assess/present ways to serve clients
Work experience in the insurance industry (either in a consulting role or working within business operations/managing projects within the insurance marketplace)
Former risk related role within the insurance field (e.g., business or corporate risk manager)

Advisory Services Manager Resume Examples & Samples

Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge and develop services to meet ongoing client needs. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
A bachelor's degree in computer science, engineering, accounting, finance or a related field; and approximately 5 years of related work experience; or a graduate degree MBA or MS degree preferred and approximately 4 years of related work experience; minimum of 3 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Willingness to travel to meet client needs; travel is estimated at 50-70%
Prior Experience in one or many of the following competency areas

Advisory Services Manager Resume Examples & Samples

Minimum 5 years practical experience in a legal, regulatory or compliance function in the Financial Services industry
Experience in developing, implementing and monitoring the operation of compliance programs – incl. behavioural and procedural aspects – is preferred
Financial planning business exposure preferred
Experience in a leadership role, with demonstrable experience in leading and developing a team to deliver on quality and efficient service, key strategic and operational goals

Advisory Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team -oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience. A degree with an emphasis in business, healthcare administration, supply chain, logistics and/or nursing; CPA, MBA, MHA, MSN and/or MPH is a plus
Approximately 4 years of advisory/consulting experience in the supply chain and other operational areas that impact the supply chain function (e.g. assessments, supply chain strategy, distribution/logistics, inventory management, procurement and sourcing, lean six sigma, sales and operations planning, cost reduction, etc.), preferably with prior experience as a manager (or above), in a consulting firm or in a management role within industry
Strong clinical, pharmacy, materials management or purchased services background with supply chain in hospitals. Clinician or previous clinical experience in surgical services and/or procedural areas of the hospital, such as the cath lab, or other work experience with clinical and physician preference products
Prior management responsibility of a provider based materials management department (e.g., purchasing, central supply, lab, etc.) is preferred
Assist in generating revenue within existing healthcare clients and in developing new prospects at the ""C"" level of large healthcare companies

Advisory Services Manager Resume Examples & Samples

Approximately 4 years of health plan operations experience, preferably with prior experience as a manager (or above), in a consulting firm or in a management role at a health plan
Experience in one of the following areas is required: health plan operations (including claims or call center management), compliance, network management/provider relations, medical management, sales management or finance
Ability to assist in generating revenue within existing healthcare clients and in developing new prospects at the ""C"" level of large healthcare companies
Excellent oral and written communication skills and a strong work ethic

Advisory Services Manager Resume Examples & Samples

Client service/engagement management: Lead and manage one or more individual project work streams and/or perform as an individual contributor on strategy- or business transformation-related client consulting engagements. Create work plans and manage day-to-day project execution for those work streams. Draft/contribute to storyboards, and create -- or oversee completion of -- client work products. Prepare status updates and identify projects issues/risks and mitigating actions to address them
Business Development: Develop and maintain relationships with management at target financial services clients. Play a key role in supporting strategy-related proposal efforts, including creating initial proposal drafts. Contribute to $1-2 million or more in annual strategy-related sales and related “sell-on” of additional consulting work. Identify opportunities for and help generate sell-on work during client engagements. Understand the full range of FSO services and offerings
Thought leadership: Contribute to strategy-related points of view, solutions, methodologies, and analytical frameworks and tools related to our three areas of strategy emphasis (noted above)
Practice development: Help EY expand its share, brand and client awareness in the strategy consulting and business transformation space. Help recruit, develop and retain strategy professionals. Coach and mentor more junior staff. Take on other practice management tasks as needed (e.g., Career Counselor)
A minimum of 6 years of strategy-focused experience (or at least 3 years of post-MBA strategy experience), with the majority in financial services, ideally gained at a leading strategy firm (Bain, BCG, McKinsey, Booz), financial services boutique (Novantas, First Manhattan) and/or in-house corporate strategy or development function
Ideally, particular depth in at least one of the following areas: Banking/Capital Markets, Wealth/Asset management or Insurance
Strong problem-solving skills; knowledge and use of strategy frameworks
Experience managing small- to medium-sized (e.g., 2-8 person) engagements and/or managing one or more work streams in large-scale, multi-year enterprise or business unit transformation projects (whether focused on cost reduction or growth/business model transformation)
Relationships/contacts at medium-to-large sized financial services firms (banking and capital markets, asset/wealth management and/or insurance). An understanding of – and point of view on – the executive-level agenda in financial services
An entrepreneurial, team-focused, collaborative approach to consulting, and a passion for growing the business. Excellent written and oral presentation skills (Minto-related knowledge/training a plus)
Ability to travel 20% - 80% of the time, as client projects dictate
Strategy development and implementation at the enterprise or business unit level related to growth (organic or inorganic), products, market entry, cost reduction/operational efficiency and/or performance improvement
Digital strategy and business models and/or innovation strategy
Financial services technologies and how technology supports strategy and strategic business transformation
Shareholder value analysis related to strategy/strategic planning (e.g., knowledge of enterprise value creation, profit pool analysis and value creation)
An MBA from a leading business school

Advisory Services Manager Resume Examples & Samples

Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Degree with an emphasis in Engineering, Business, Supply Chain, Logistics
Demonstrated record in driving revenue within existing clients and in developing new prospects at the "C" level of Fortune 500 companies
Ability to work collaboratively in a team environment (and know when to lead and when to follow)
Supply Chain – Procurement Optimization Manager Job Description
Willingness to travel at an 80% rate

Senior Mobility Advisory Services Manager Resume Examples & Samples

6+ years of experience in relevant functional domains (HR consulting, talent mobility and Talent Management/Development)
Demonstrate strong leadership ability to guide or direct others through action or influence within sometimes ambiguous environments
Advanced Degree in Human Resources, Business Education, or Organization Development
International compensation, tax services and/or benefits program design and administration experience

Advisory Services Manager Resume Examples & Samples

Defines the test strategy large programs large projects or complex products or solutions
Plans and implement testing and quality assurance activities on testing projects
Demonstrate in-depth capabilities in application software test strategy and architecture
Effectively manage and motivate client engagement teams with proactive leadership. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Consistently deliver quality client services, driving high-quality work products within expected time frames and on budget. Monitor progress and confirm that key stakeholders are informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Cultivate and manage business development opportunities. Understand EY and its service lines, actively assessing/presenting ways to serve clients. Develop and maintain client relationships and networks. Develop relationships with team members across EY practices to serve client needs
Perform technical analysis as required for client IT transformation or program including: current-state/future-state assessment, risk analysis, benefits analysis, business impact analysis, stakeholder engagement, etc
Support the growth of the practice by sharing knowledge and experience and developing engagement tools enablers and other knowledge assets in order to build capability for the practice
A bachelor's degree and at least five years of relevant work experience
Three years of financial services experience preferred but not required
Large-scale, global portfolio program and project management experience following standard PM methodologies (PMBOK or Prince2), with a focus on the following
Large-scale Agile Test Management
Large-scale User Acceptance Test Coordination
Performance Testing Program Management
Enterprise Resource Planning
IT Life cycle Management

Global Treasury Advisory Services Manager Resume Examples & Samples

Support as requested with proposal development and business development initiatives for prospective treasury engagements
Provide supervision and mentoring to staff and serve as point person for technical questions
Collaborate with Senior Manager and Partner to help mitigate project related risk
A bachelor's degree and approximately 5 years of related work experience
MBA and prior consulting experience is preferred
Ability to travel extensively

Advisory Services Manager Resume Examples & Samples

Conduct Information Security Assessment against EY Methodology and leading practice frameworks and common standards
Conduct attack and penetration on infrastructure, network, web application and source code review
Assist client in managing their Information Security Programs
Assist client in managing their Business continuity and disaster recovery
Assist client in managing their information protection and data privacy
Evaluate and analyze threat, vulnerability, impact and risk to security issues discovered from security assessments
Develop and maintain long-term relationships and networks with clients and internal EY stakeholders
Demonstrate technical capabilities and professional knowledge

Advisory Services Manager Resume Examples & Samples

Sales & after-sales operation management model and efficiency enhancement coaching
Sales & service marketing management process and coaching
CRM management consulting
Fleet & used-car business consulting
Minimum of 8 years working experience, at least 4 years in an auto retail consulting role with a leading consultancy firm
Dealership / auto OEM / Auto OEM working experience after-sales business function is an advantage
Research experience is preferred
Proven capabilities of content development of after-sales topics
Proven capabilities in managing auto retail projects and programs
Proven capabilities in PowerPoint and excel (pass test)
Excellent command of written and spoken English (pass test)
Good communication / listening skills, quick learner
Strong client service orientation, with an ability to generate commercial insights and adapt method and practices to meet clients' needs
Ability to create a positive learning culture, coach and develop team members

Advisory Services Manager Resume Examples & Samples

Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services
Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery
Advise clients on a number of credit risk and capital related topics. These areas include
Bachelor's degree in finance, economics, accounting, engineering or a related discipline; and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience. An MBA or Master’s is preferred
Minimum of 3+ years of relevant experience in banking/capital markets at a commercial bank with a well developed credit risk management infrastructure or comparable experience working as an advisor to a financial services company
In addition to core competencies in credit and/or market risk measurement and management, a thorough understanding of some or all of the following would be an asset

Advisory Services Manager Resume Examples & Samples

Maximize operational efficiencies on engagements
Provide strategic and relevant insight, connectedness and responsiveness to all clients to anticipate their needs
Lead Consulting engagements that solve complex issues such as transforming finance operating models and sharpening performance management framework
Successfully mentor, coach and delegate work to team members and support EY’s inclusiveness culture
Approximately 5 years of experience in providing advisory services in the finance function in the following areas; operational Order to Cash, Procure to Pay, Close to Report, Budgeting and Planning, Shared Services/Outsourcing
Experience in managing Enterprise Resource Planning (ERP) implementations

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and approximately 5 years of related work experience; or a master's degree and approximately 4 years of related work experience. A degree with an emphasis in Finance, Accounting, and/or Business; CPA, MBA, MHA and/or MPH is a plus
Approximately 4 years of healthcare advisory/consulting experience, preferably with prior experience as a manager (or above), in a consulting firm or in a management role within industry
Ability to read and interpret hospital financial statements and contract terms, utilize complex financial models, experience with operational process mapping and experience with healthcare cost reduction planning and implementation

Advisory Services Manager Resume Examples & Samples

People Leadership: Effectively manage and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Client Engagement Leadership: Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Business Development: Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
Technical Leadership: Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Bachelor’s degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred plus 4 years of related work experience
Minimum 3+ years of relevant work experience at a financial services company or comparable experience working as an advisor to a financial services company
Data Management - 3-5 years experience in developing enterprise data strategies and roadmaps 3-5 years experience in developing architectural and design patterns, considerations, solution options, and impact Experience in developing state, event, UML, and Entity-Relationship models for financial institutions. Must have gone through at least one full life cycle implementation Experience in designing and implementing SOA based data solutions Design and implementation ETL solutions using one of the leading ETL packages. Design and implementation of an operational data store and data warehouse on one of the leading platforms
Data Quality and Governance - Identification and analysis of data issues impacting financial services organizations An understanding of the data used and the associated inherent issues in Investment Banking, Retail Banking, or Asset Management Ability to conduct discovery, perform root cause analysis, and make recommendations for the remediation of data quality issues The ability to design and recommend governance structures and control frameworks for the ongoing management of data at financial services organizations Experience with large scale data remediation projects, from issue identification, through to remediation/resolution as it relates to specific regulatory, risk, or operational issues An experience with key data quality applications available in market
Business Intelligence - Development of reporting and analytics business capabilities, strategy and roadmap Facilitation and definition of reporting and analytics business requirements Definition of Business Intelligence technical architectures Design and implementation of at least one of leading Business Intelligence packages (e.g., Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, SAS)
Business Analytics - Ability to analyze and review client business data to identify key indicators pertaining to operations, risk, finance, compliance, or process and controls Design and implement analytical business and technology solutions to meet identified key indicators. Ability to perform data forensics to identify suspicious banking, brokerage or insurance transactions in such areas as anti-money laundering, trade surveillance, or fraud Experience using analytics/BI packages (e.g. Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, SAS) to build client analysis solutions

FSO Advisory Services Manager Performance Improvement Operations Improvement Wealth Management Resume Examples & Samples

Digital, mobility, and customer experience strategy and transformation
Wealth and Asset Management front-office transformation
Wealth and Asset Management regulatory and compliance technologies
Package Implementations; and
Data management strategies specifically for Wealth and Asset Management firms

Advisory Services Manager Resume Examples & Samples

Provide guidance and share knowledge with team members and participate in performing procedures, especially focusing on complex, judgmental and/or specialized issues. Work with the team and the client to plan engagement objectives and the strategy to comply with professional standards and address the risks inherent in the engagement. Brief the engagement team on the client's IT environment and industry IT trends
A bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience
Experience working as an IT auditor or IT risk adviser for a public accounting firm, professional services firm or within industry
Advanced written and verbal communication and presentation skills
CPA,CA,CISA,CISSP,CISM,CBCP,CIA,CIPP,CGEIT desired: non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual’s professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY Area and America’s Risk Services leadership

Advisory Services Manager Resume Examples & Samples

Certifications in architecture frameworks or through an established architecture program with various levels of architecture certification (TOGAF, Zachman, Gartner)
Experience leading large and complex solution delivery programs or projects for external clients in at least two areas of architecture (business, information, application, technology, security, governance, etc.)
Perform IT assessments and building improvement plans/portfolios and be able to convince, guide and advise CxOs on moving forward in the areas of
Align technical operations with application/service models across industry markets and leading IT process and organizational re-engineering programs or project streams
Define/architect IT services as they relates to cloud computing processes with an ability to relate IT services in business terms. Build business cases and justify IT improvements
Engage in practice building activities, improving internal solution sets, methods and resources. Keep on the leading edge of innovation and trends in cloud computing tools and techniques
3+ years of professional services and/or advisory experience
Certifications in ITIL, CMMI, or COBiT
3 years of experience designing and implementing solutions in at least one of the following cloud delivery models: Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), Infrastructure-as-a-Service (IaaS)

Advisory Services Manager Resume Examples & Samples

Managing multiple client engagement teams at an executive level within the practice and the firm
Leading IT internal audit engagements, external audit integration and SOC reporting as well as assisting with business development activities across financial services’ sectors
Providing guidance and sharing knowledge with team members and participating in performing procedures especially focusing on complex, judgmental and/or specialized issues
Working with the team and the client to create plans for accomplishing engagement objectives and a strategy that complies with professional standards and addresses the risks inherent in the engagement and industry
Briefing the engagement team on the client’s IT environment and industry IT trends
Maintaining relationships with client management to manage expectations of service, including work products, timing, and deliverables billing
Demonstrating a thorough understanding of complex information systems and applying it to client situations, as well as using extensive knowledge of the client’s business/industry to identify technological developments and evaluate impacts on the client's business
Demonstrating excellent project management skills, inspiring teamwork and responsibility with engagement team members, and using current technology/tools to enhance the effectiveness of deliverables and services
A bachelor’s degree and at least 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Approximately 5 years of experience working as an IT auditor or IT risk advisor for a public accounting firm, professional services firm or financial services company, or comparable experience as an advisor to a financial services company
Significant experience leading IT internal audit, external audit, service organization control reporting and/or IT internal controls engagements and assisting with business development activities within financial services
Experience with internal audit risk assessments, SOX/internal controls, Service Organization Control (SOC) reporting, tools and enablers in the financial services sector
CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual’s professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY's Americas IT Risk & Assurance leadership

Advisory Services Manager Resume Examples & Samples

Design and evaluate GRC programs, perform current state assessments and future state design
Exposure and understanding of GRC tool and technology implementation, risk assessments, risk metrics and dash boarding
Provide guidance and share knowledge with team members and participate in performing procedures especially focusing on complex, judgmental and/or specialized issues
Work with the team and the client to create plans for accomplishing engagement objectives and a strategy that complies with professional standards and addresses the risks inherent in the engagement and industry
Brief the engagement team on the client’s IT environment and industry IT trends
Maintain relationships with client management to manage expectations of service, including work products, timing and deliverables
Demonstrate a thorough understanding of complex information systems and apply it to client situations. Use extensive knowledge of the client’s business/industry to identify technological developments and evaluate impacts on the client’s business
Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members, and use current technology/tools to enhance the effectiveness of deliverables and services
A bachelor’s degree and approximately 5 years of related work experience, or a graduate degree and approximately 4 years of related work experience
Approximately 4 years of experience working as an IT Risk or Security professional for a financial services organization or public accounting firm or professional services firm
Significant experience with COBIT, ISO27002, ITIL, FFIEC, GLBA and HIPAA
Significant experience with GRC methodologies, tools and enablers in the financial services sector (e.g. Archer, BWise, BPS, Chase Cooper, Paisley)
Direct IT risk management experience as IT CRO or head of IT risk department, CISO or head of IT security department, or IT Compliance position
Strong thought leadership in IT Risk Management, and reputation as a leader in IT risk with financial services industry
Willingness and ability to travel 50%
CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual’s professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Americas IT Risk & Assurance leadership

Advisory Services Manager Resume Examples & Samples

Financial Reporting,
Risk Management,
Actuarial Transformation® and modeling,
Retirement Income and Pension Risk Transfer,
Mergers and Acquisitions,
Actuarial tax,
Customer analytics and Predictive Modeling,
Managed Services

Advisory Services Manager Resume Examples & Samples

Mortgages (Default Mgmt, Foreclosures, Loss Mitigation, Loan Origination Systems, Originations, Servicing, Fulfilment, Securitization / Secondary Markets)
Consumer Lending (eCommerce / Mobile Banking, Deposits, ATM, Checking etc)
Credit Cards / Payments
A minimum of 3+ years’ experience in Financial Services, specifically in the lending space (mortgage, consumer, auto, credit cards)
Proven experience leading small to medium sized operations and technology change initiatives or system implementations with ”brand name” consulting firms or internal consulting organizations at leading corporations
Process and domain knowledge including mortgage loan originations, fulfilment, servicing securitization, and the secondary mortgage markets; experience with other consumer finance products (e.g., auto) beyond mortgage a plus

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience in the following fields of Computer Science, Information Systems, Engineering, or related major
Strong understanding of a variety of regulatory compliance models (i.e. HIPAA, SOX, FDA, FERC/NERC etc.) and security and risk standards including ISO 2701-2, PCI DSS, NIST, ITIL, COBIT
Experienced in security modelling, sensitive access, SoD, and controls testing
A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally and domestically to meet client needs estimated at 60-80%

Advisory Services Manager Resume Examples & Samples

Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget
A bachelor's degree and approximately 5+ years of related work experience; or a graduate degree and approximately 4 years of related work experience; degree with an emphasis in Computer Systems, Engineering, Economics and/or Business; MBA, CPA, PMP, Six Sigma and/or Certified SAP Solution Manager Consultant are preferred
Experience supporting and participating in pursuit efforts. Experience with the end-to-end RFP process (RFP, Response, Proposal, Client Presentation, SOW and Execution) and understanding of client procurement processes; Demonstrated excellent oral and written communication skills

Client Advisory Services Manager Resume Examples & Samples

Undergraduate and Advanced Degree
Prior experience in private banking and/or family office services
Ability to manage multiple priorities and deliverables
5-10 years of supervisory experience

100

Advisory Services Manager Resume Examples & Samples

Experience in assessing an implementing security and risk standards including ISO 2700X, NIST, ITIL, COBIT
Systems security skills in assessment, design, architecture, management and reporting
Assist client in managing and transforming their Information Security Programs
Assist clients in designing and implementing their identify and access management solutions
Industry related certification required (e.g.CISSP, CISM, CISA, CIA, CIA)

101

Advisory Services Manager Resume Examples & Samples

Client engagement: establish and maintain relationships with client personnel at appropriate levels. Consistently deliver high-quality work products within expected time frames. Identify project risk and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client’s business
Business development: cultivate and manage business development opportunities. Understand EY and its service lines and actively assess and present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across EY practices to serve client needs
Technical leadership: demonstrate in-depth technical capabilities and industry knowledge. Demonstrate an ability to quickly assimilate new information, regulatory requirements and industry-leading practices. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry trends
People leadership: demonstrate an ability to effectively lead and manage a team of professionals with diverse skills and backgrounds. Provide constructive feedback and coaching to team members. Foster an innovative and inclusive, team-oriented work environment. Play an active role in coaching and mentoring associates within the organization
Advise clients on a number of credit risk topics. These areas include
More than five years of relevant experience in at least one of the following areas

102

Advisory Services Manager Resume Examples & Samples

Client engagement: establish and maintain relationships with client personnel at appropriate levels. Consistently deliver high-quality work products within expected time frames. Identify project risk and key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client’s business
Technical leadership: demonstrate in-depth technical capabilities and industry knowledge. Demonstrate an ability to quickly assimilate to new information, regulatory requirements and industry-leading practices. Possess good business acumen. Remain current on new developments in advisory services and industry trends
People leadership: demonstrate an ability to lead and manage a team of professionals with diverse skills and backgrounds. Provide constructive feedback and coaching to team members. Foster an innovative and inclusive, team-oriented work environment. Play an active role in coaching and mentoring associates within the organization

103

Advisory Services Manager Resume Examples & Samples

Working on multiple program roadmapping design engagements
Designing and implementing frameworks for Portfolio Management
End-to-end business strategy development; and
Organizational strategy / organizational design

104

Advisory Services Manager Resume Examples & Samples

Practise Management
Working onsite at clients,
Client expectation management
Subject Matter Specialist
Liaising with clients in terms of specific data requirements for analytics to be performed
Innovate new IMAS go-to-market services
Client account management
Budgeting and costing
Allocation of resources
Project Planning
Managing deliverables
Client ownership / management
Designing solutions for clients
Reviewing programs written in SAS and SQL,
Reviewing final reports to be delivered
Conducting data reviews to determine data quality / integrity, investigate fraud, data clean-up’s, migrations, etc
Presenting findings to the clients
Qualification in entry level programming
Bcom Informatics with active interest in programming / BSC with active interest in business
Management degree / MBA
6 - 15 years business experience
ERP / Data Quality / Analytical Solutions specialist skill
Experience in one or more of the following: SAS / SQL / ACL or other relevant 4gl language
Logical thinker and problems solver
Solid management skill
Project Management experience – multiple engagements
Business development experience (targets – good track record)
Solid understanding of business processes
Candidate would be at an advantage if they have experience in SAP or Oracle data analysis
Strong management experience
Share E&Y’s values and vision
Disciplined
Enquiring Mind
Team building ability

105

Advisory Services Manager Resume Examples & Samples

Support our leaders in the delivery of advisory and risk engagements for banks, superannuation funds, asset managers, corporate treasuries and commodity exposed companies
Build valuable relationships with clients and other EY colleagues in other service offerings
Build upon your already strong capabilities, through challenging engagements and working with senior mentors and talented colleagues
Assist in the development and delivery of thought leadership material
Work effectively as a team member managing the delivery of engagements, sharing responsibility, providing support, maintaining communication and mentoring consultants and senior consultants

106

Advisory Services Manager Resume Examples & Samples

Client service/engagement management: Lead and manage one or more individual project work streams and/or perform as an individual contributor on strategy - or business transformation-related client consulting engagements. Create work plans and manage day-to-day project execution for those work streams. Draft/contribute to storyboards, and create - or oversee completion of - client work products. Prepare status updates and identify projects issues/risks and mitigating actions to address them
Experience managing small - to medium-sized (e.g., 2-8 person) engagements and/or managing one or more work streams in large-scale, multi-year enterprise or business unit transformation projects (whether focused on cost reduction or growth/business model transformation)
Experience in some or all of the following areas

107

Advisory Services Manager Resume Examples & Samples

Participating in Risk Services engagements, specifically ERM and full cycle project risk management
Working effectively as a team member sharing responsibility, providing support, maintaining communication and updating senior team members on progress
Assisting with the preparation of reports and schedules for clients and other parties
Developing and maintaining productive working relationships with clients
ERM design, implementation and operation
Governance, risk and compliance functional experience
Compliance system development and management
Understanding of project & program risk desirable
Ability to project manage multiple engagements
Ability to develop work programmes and lead fieldwork
Effective communication and relationship management skills

108

Advisory Services Manager Resume Examples & Samples

Participate in and, as required lead engagements
Manage financial aspects of client engagements and communicate significant issues and developments relating to engagements to directors/partners
Work effectively as a team member, sharing responsibility, providing support, maintaining communication, and updating senior team members on progress
Ensure compliance to the firm’s quality and risk management policies and guidelines
Understand our full service offerings and people capabilities and actively identify opportunities to better serve clients
Contribute to people-related initiatives including recruitment and coaching of junior members of the advisory service line
Demonstrated track record with a blue chip consulting organization and/or a blue chip organization in industry
Experience in business transformation, process review, design and implementation
Strong academic record including an advanced degree in Accounting, Finance or a related field
Membership of a professional body such as ACCA, ICA Ghana, CPA, CIPS etc would be an advantage
Experience in change and project management involving finance, supply chain and/or procurement transformation projects
Excellent presentation and analytical skills
At least 7 years professional experience as a finance or supply chain practitioner in any of the extractive industries (mining or oil and gas)
Proficient IT skills (MS Word, MS Excel and MS Power Point)

109

Advisory Services Manager Resume Examples & Samples

Assist with leading large-scale client engagements while consistently delivering quality client services – drive high-quality work products within expected time frames and within budget; monitor progress, manage risks and manage client service delivery expectations
Contribute to the generation of new business opportunities for ORM – develop long-term client relationships, understand the changing business and regulatory environment and actively assess/present ways to serve clients
A bachelor’s degree in Finance, Economics, Accounting or other business-related discipline and typically more than five-six years of total work experience, with a focus on related risk and regulatory initiatives for approximately four of those years; or a master’s degree and approximately four years of related work experience
Direct experience with banking and capital markets, asset management or insurance industries, with a focus on ORM or related area, and an understanding of the risk management life cycle
Demonstrated ability to direct large client service engagements and provide subject-matter knowledge in one or more of the following topics

110

Advisory Services Manager Resume Examples & Samples

Effectively lead and motivate teams with diverse skills and – foster an innovative and inclusive team-oriented work environment; provide constructive on-the-job feedback and coaching to junior team members
Contribute to the generation of new business opportunities for the Controls team – develop long-term client relationships, understand the changing business and regulatory environment and actively assess/present ways to serve clients. Identify opportunities for governance and control improvements over risk management processes (e.g., market risk, credit risk, capital management, liquidity risk management)
Develop, implement and assess risk management control frameworks – develop control frameworks covering governance, policies, procedures, processes and controls. Perform end-to-end risk process assessments to assess design and operating effectiveness of key controls. Provide guidance on controls over risk and capital management, usage of models and response to regulatory changes
Bachelor’s degree in Finance, Economics, Accounting or other business-related discipline and typically more than five-six years of total work experience, or a graduate degree and approximately four years of related work experience; MBA or MS preferred
Minimum of three-plus years of relevant internal controls-related experience covering risk management, regulatory reporting and/or financial reporting in the financial services industry with either a consulting firm or internal consulting organization; or within risk management, independent testing of controls/Sarbanes-Oxley (SOX), internal audit or product control functions at leading financial services corporations
Experience in leading large-scale projects in one or more of the following regulatory or subject-matter areas

111

Advisory Services Manager Resume Examples & Samples

Contribute to the generation of new business opportunities for risk governance/ERM – develop long-term client relationships, understand the changing business and regulatory environment and actively assess/present ways to serve clients
Demonstrate subject-matter advisor competencies leveraging in-depth technical capabilities and industry insights into risk and regulatory matters – help drive the development of solutions and identification of opportunities for client matters across all risk domains
Regulatory knowledge and industry insight that can be applied to serve clients within the context of ERM/risk governance topics. This includes direct knowledge of key regulations, including the Enhanced Prudential Standards, Heightened Standards, Dodd-Frank and the resulting implications to ERM/risk governance requirements

112

Advisory Services Manager Resume Examples & Samples

Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery
Cultivate and manage business development opportunities. Understand EY’s and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
A valid driver's license in the US and a valid passport required; willingness and ability to travel estimated 80% both domestically and internationally

113

Advisory Services Manager Resume Examples & Samples

Managing Risk Services engagements end to end, specifically risk and control technology services which will include controls transformation; application security, GRC technology enablement, business and/or IT GRC
Managing a small team of Consultants and Senior Consultants
People Management experience
An understanding of project managing engagements, specifically project & program risk
A Prince 2 or equivalent certification is also highly desirable

114

Advisory Services Manager Resume Examples & Samples

Advise a broad client base on a range of assignments including corporate receiverships, liquidations and administrations
Advise a broad range of clients on a wide range of financial advisory projects including: business reviews, restructuring proposals, business plans, finance applications, financial due diligence assignments, company valuations
Actively manage client relationships and pro-actively engage on client projects
Work with fellow senior management to ensure the smooth running of the department and ensure that key business goals and objectives are achieved
Lead, develop and mentor juniors on the team
Assist with growing the client base and winning new business
Qualified accountant – ACA, ACCA or equivalent
A minimum of 2 years’ experience working as a Manager specialising in advisory services, corporate restructuring and insolvency assignments
Excellebnt analytical and financial modelling skills
Proven first class presentation and communication skills
Proven project management skills
Proven team management and development skills in a fast-paced environment
Excellent IT skills, including Microsoft Excel, PowerPoint and Word

115

Advisory Services Manager Resume Examples & Samples

Managing teams delivering risk services engagements end to end, specifically ERM and full cycle project and program risk management
Planning, preparing and reviewing activities and deliverables for clients and other parties
Contributing to business development, strategic growth and thought leadership initiatives
Risk, governance, strategy, regulatory reform and compliance functions
Ability to project manage engagements in environments subject to organisational change and ambiguity
ERM design, implementation and operations, including risk service delivery
Excellent written and spoken communication and relationship management skills

116

Capital Markets & Accounting Advisory Services Manager Resume Examples & Samples

Managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing, and collection; maintaining project economics while maintaining flexibility for unanticipated issues; and preparing complex written and verbal materials
Managing a wide range of Capital Markets accounting and advisory-related projects, consistently demonstrating creative thinking and individual initiative
Maintaining relationships with key executives and a network of professional organizations or affiliations

117

Advisory Services Manager Resume Examples & Samples

Brief the engagement team on the client's environment and industry trends. Maintain relationships with client management to manage expectations of service, including work products, timing, and deliverables. Demonstrate a thorough understanding of complex information systems and apply it to client situations
Practice secondment for developing new methodologies
Maintain a strong client focus by effectively serving client needs and developing productive working relationships with client personnel. Stay abreast of current business and economic developments and new pronouncements/standards relevant to the client's business
Actively contribute to improving operational efficiency on projects & internal initiatives
Training and mentoring of project resources
Strong knowledge of cyber / information security concepts, risk and controls concepts
Strong knowledge of standards such as ISO 27001/2, ISO 22301, ISO 27018, PCI – DSS, NIST standards on Cyber Security, HITRUST, etc
Sound familiarity with OWASP and Secure SDLC standards / frameworks
Knowledge of encryption
CISSP, CISA, CISM, CEH, ISO 27001 Lead Auditor and Lead Implementer

118

Advisory Services Manager Resume Examples & Samples

Planning and execution of business process control reviews, information systems audits, and other Assurance offerings across a variety of industries
Gain strong comprehension of client operations, processes, and business objectives and utilize that knowledge on engagements
Evaluate and test business processes and controls and identify areas of risks. Apply current knowledge of IT trends and systems to identify security and risk management issues, and other opportunities for improvement
Lead & perform general computer and application controls reviews including ERPs like SAP, Oracle Application, JD Edwards, MFG Pro, etc
Data Analysis using CAATs tool like Excel, ACL, SQL etc Lead and guide the assurance team in performing the IT Controls and application controls review
Strong Client interaction in presenting the IT Control observations
Perform Internal Controls review particularly IT Operational Controls, testing of IT Controls as per Sarbanes Oxley requirements / SAS 70 services
Review / development of IT Security Policy, Business Continuity Plan/Disaster Recovery Plan
Strong communication, interpersonal & writing skills
Strong analytical ability and problem solving capability
Expert knowledge of business process, accounts, emerging IT Trends
Ideal candidates should have experience with numerous business cycles and multiple accounting software applications
A good understanding/hands on experience of RDBMS like Oracle, SQL etc. A good understanding/hands on experience of various Operating System like Windows 2000, Unix/Linux and AS400
A good understanding of Network Security, Protocols, Threat & Vulnerability Assessment, IT Security Management, IT Operational Management, BCP/DRP, etc
CA / MBA Finance/ MBA Systems/ B.Tech/BCA/M.Sc(IT)/ MCA with good academic background
CISA/CISSP/CISM/DISA/Certified Business Continuity Planner (Preferred)
8-10 years in various aspects of the IT Risk Management Function in a large Auditing/Consulting/from industry, particularly leading. IT Audit, Security & Control Experience from industries like Telecom, Automobile, FMCG, Media & Entertainment, Banking & Financial Industry

119

Advisory Services Manager Resume Examples & Samples

A bachelor's degree in computer science, accounting, finance, business or a related field and 5+ years of related work experience; or a graduate degree and approximately 4+ years of related work experience
A minimum 3+ years of experience in technology space (gathering, testing, software selection, programming, operations/data center/sys admin
Government experience is ideal; understanding of Legislative Budget process; organizational behavior of an agency; the life cycle of budget-to-procurement....to vendor selection. Experience working with a gov't agency specifically having worked close to technology, written a solicitation document (RFP, RFQ, ITN), and selected/evaluated a proposal
Experience working with a professional services firm a big plus. Candidates with consulting background (specifically in government/ public sector)
Excellent communicators (verbal and written), team players, problem solvers, and leaders (self-lead, know when to lead, know when to follow), Will need the ability to respond to proposals, including writing proposals and being involved in orals
Strong skills in project management and engagement closure and proficiency with MS Office (Advanced MS Excel), Microsoft Outlook, and research skills.(e.g. searching FACTS, MyFloridaMarketPlace; LobbyTools, etc.)
CPA, CA, CIA, CISA and CMA, certification desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or eerience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EYs Area and Americas Risk Services leadership

120

Advisory Services Manager Resume Examples & Samples

Team with client technology professionals, and/or third party strategic alliances to provide implementation of technology solutions
Manage and supervise a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, conversion and testing
Interact and communicate effectively with finance and technology senior and middle management executives
A degree in computer science, engineering, accounting, finance or a relate d field (MBA or MS degree preferred)
3-5 years of experience working with an ERP system in business operations, corporate finance or enterprise technology, with at least 1 year spent in a managerial and IT/business integration role

121

Advisory Services Manager Resume Examples & Samples

Oversee resources across projects
Ensure the time delivery of quality deliverables, maintain regular contact with project managers and project team members
Manage issues, scope and risk associated with engagements
Ensure the use of EY methodologies, tools and technology to advantage the team
Build and maintain client relationships at all levels
Look for potential opportunities/ engagements
Couch, counsel and provide support for staff on all engagements

122

Advisory Services Manager Resume Examples & Samples

Stay current with the latest trends in the Power & Utilities industry in order to be a trusted advisor/Subject matter experts for our client’s business
Provide industry insights that energize growth
Successfully mentor, coach and delegate work to team members
A minimum of 4 years of experience delivering advisory services to Power & Utilities clients

123

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of post-bachelor's work experience (or 4 years for Master’s degree); 3 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services on cloud strategy and solutions
Experience with successfully managing projects with defined deliverables and budgets. Experience must include budgeting and managing the schedule; client relationship management; communicating strategically around key issues; conflict resolution and consensus building
Must have a thorough understanding of complex information systems and technology organizations
Experience in communicating technical study conclusions through written reports and presentations, using tools such as PowerPoint/Excel/Word/Visio
Proven delivery skills including the ability to scope/size a project; staff a team with the appropriate skill set; provide subject matter direction and guidance to a team; manage communications with the project sponsors, and manage the delivery of an engagement workstream
Experience providing consulting on Cloud Readiness and Assessment, Cloud Migration strategy and planning, Cloud Framework and Operating Model including design, documentation, tools, metrics and methodologies
Knowledge of key IT management processes, industry frameworks, and models (e.g., CMMI, COBIT, ITIL V3, Six Sigma, ISO 2700x, TOGAF, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc.)

124

Advisory Services Manager Resume Examples & Samples

Operational and procedural reviews
Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery. Respect/protect confidential client information. Maintain an educational program to continually develop skills
Generate new business opportunities. Understand EY's service lines and actively assess/present opportunities for the firm to bring value to clients. Develop long-term relationships and networks
Degree in Insurance/Risk Management, Finance, Business Administration, and/or other related major
Approximately 5+ years of experience in an insurance, claims, or risk management position
Completion or significant progress towards the completion of an advanced, recognized insurance industry designation (e.g., AIC, ARe, ARM, CPCU), or an advanced degree (e.g., MBA, JD)

125

Advisory Services Manager Resume Examples & Samples

Insurable risk management, self-insurance advisory services (across all industries)
Actuarial Transformation® and modeling
Mergers & acquisitions
Federal income tax analysis
Demonstrate an understanding of complex actuarial issues. Stay informed of and apply professional standards and firm policies (e.g., Actuarial Standards of Practice)
Associateship in the Casualty Actuarial Society is required. Fellowship is preferred

126

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of post-bachelor's work experience (or 4 years for Master’s degree); 3 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services on Digital
Lead and coordinate business unit and enterprise level digital strategy, specific experience in developing digital channel related operating model in the financial services industry is critical
Provide alternative solutions with associated challenges and merits and recommend the preferred option based on the given business situation
Understand the relationship and be able to work effectively between the application, data, infrastructure, operations and security architectural spaces
Facilitate discussions with technical and business subject-matter resources to document requirements, establish a vision, and articulate alternatives for future state solution architectures across various architecture domains
Advise on leading practices around proposing target state mobile technology around custom, COTS and ASP/managed services alternatives
Multiple experiences in creating application solution architectures for large institutions based on a set of business requirements
Background in creating technology strategy and performing technology product evaluations
Background in implementing systems based off recommended architectures so to understand impacts on production support
Ability to understand impacts of platform architecture on corresponding design, build, test efforts
Ability to assist in planning and estimating implementation projects / releases for large scale delivery efforts based around the proposed technology solution
Experience working with IT leadership (CIO, IT Director) and business leadership (CFO, COO, BU President, etc) to shape and develop digital strategies and roadmaps
Experience leading large digital transformation programs including technology deployment and associated people and process change management
Experience leading complex software development cycles (primarily agile) or performing as lead architect on complex digital solutions
Experience applying search and analytics to solve business problems or optimize customer experience (SEO, enterprise search, taxonomy, cross channel analytics, segmentation, optimizing content delivery, etc.)
Deep industry knowledge across the one or more of financial services domains ( retail banking, wealth management, capital markets, insurance)
Experience in the professional services industry
Demonstrated capability to drive sales and bring a network of client relationships to the firm

127

Restructuring Advisory Services Manager Resume Examples & Samples

Candidates must have 5 years of total experience with at least 3 years experience in turnaround restructuring
Bankruptcy experience is beneficial but not required
Accounting or Finance degree is required and the following certifications are desirable: CPA, CIRA, CTP
Must be willing to travel 30%-60% depending on engagement requirements

128

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of post-bachelor's work experience (or 4 years for Master’s degree); 3 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services on Architecture and Design
Ability to identify technology standardization opportunities, specify options, weigh implementation complexities and risks to make the right technical decision
Experience with at least one Cloud Based Platform (Cloud Foundry, Google Cloud Platform, AWS, Azure)
Good fundamental understanding of Object Oriented Programming
Experience with and good understanding of Business Process Management, Business Rules Management Systems, Complex Event Processing systems
Architecture Strategy
Enterprise Architecture Maturity Assessment
Technology Deep Dive
Technology Incubation and Proof of Concepts
Design and implement APIs, deep understanding of REST, SOAP, HTTP, UDP etc
Knowledge of front end technologies (JavaScript, Node.js, Angular.js, Backbone)
Experience with open data systems (e.g., MongoDB, CassandraDB, CouchDB, Redis)
Experience implementing security such as OAuth, SAML, Single Sign On, Mobile Device Management, etc
Experience developing schemas (e.g., XSD, JSON, AVRO, etc.) and related data structures
Experience with Continuous Integration/Continuous Deployment

129

Advisory Services Manager Resume Examples & Samples

A minimum of3+ years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company
Financial planning, budgeting and forecasting
Business/Merger Integration
Cartesis
Oracle Financials
SunGard financial packages
Intellimatch

130

Advisory Services Manager Resume Examples & Samples

Responsible for executing client related engagements in the areas of internal audits, process reviews, & SOX 404 assistance
Manage accounts on a day-to-day basis & explore new business opportunities for the firm
Actively establish & strengthen client and internal relationships
Assist in developing new methodologies and internal initiatives
Create a positive learning culture, coaches, counsels and develops junior team members
Assist in driving the business development process on existing client engagements by gathering appropriate resources, gaining access to key contacts & supervising proposal preparation
Establish audit objectives and scope of work; establish the engagement budget; and take responsibility for the overall execution of the audit project through wrap-up and final report delivery
Drive timely billing of invoices & actively follow-up on collections
Utilize technology & tools to continually learn and innovate, share knowledge with team members and enhance service delivery
Understand EY and its service lines. Actively encourage team members to contribute ideas
Conduct workshops and technical training sessions for team members. Contribute to the learning & development agenda
Shouldn't have completed CA in more than 3 Attempts
Graduates from a reputed university
Proficient in MS Office especially in MS –Excel
Open to travel
6 to 8 years of post-qualification experience in risk advisory/related internal audit experience/external audit experience in big 4

131

Advisory Services Manager Resume Examples & Samples

Performance measurement and performance management
Business performance reporting
Financial statement close process

132

Advisory Services Manager Resume Examples & Samples

Lead large scale client engagements while consistently delivering quality client services
Bachelor's degree and approximately 5 years of related work experience or a graduate degree and approximately 4 years of related work experience
Master's or PhD degree in computational finance, mathematics, engineering, statistics, or physics preferred

133

Business Advisory Services, Manager Resume Examples & Samples

Understand and manage firm risk on audits and proposals
Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews
Work closely with clients and staff to develop client and project risk assessments, implement opportunities, and recommendations regarding business and IT process optimization, profit improvement, internal control, and compliance
Manage the evaluation and testing of business processes and business controls and identification of areas of risk
Manage internal auditing outsourcing and co-sourcing engagements for clients
Team with partners and senior managers on proposals and business development calls
Bachelor's degree in Accounting and a CPA. An MBA is a plus
Five to seven years of progressive audit experience in public accounting or equivalent delivering and managing internal audit services with experience in a medium- to large-sized public accounting firm
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced interactive, results-based team environment
Security experience or training and Sarbanes-Oxley Section 404 experience
Practice development experience

134

Business Advisory Services Manager Resume Examples & Samples

Manage, direct and monitor assigned client services teams on multiple engagements
Plan, execute, direct and complete internal audit assignments, business process control reviews, and other service offerings in a wide variety of industries, and managing these engagements to budget
Understand and manage firm risk on all assigned client audits and proposals
Manage, develop, train and mentor other BAS staff on projects and assess their performance for both engagement and year-end performance reviews
Review operational, financial and technology processes to provide management with an individual assessment of their business risk, internal controls, and the overall effectiveness and efficiency of the process, as well as the risks associated with Sarbanes-Oxley as it pertains to their internal controls
Work closely with assigned clients and BAS staff to develop client and project risk assessments, implementation opportunities and recommendations regarding business and IT process optimization, profit improvement, internal control and overall compliance
Work with audit and assurance teams, and the client, to plan engagement strategy, define objectives and address technology-related controls risks
Lead SOX engagements and the preparation of applicable Service Audit Reports (SAR) in compliance with SAS70
Lead the development and implementation of Business Recovery and Continuity Plans
Lead the performance of security and penetration studies
Manage internal auditing outsourcing and co-sourcing engagements for assigned clients
Think strategically about practice enhancements, and be able to embrace and manage change
Maintain active communication with clients to manage expectations, ensure engagement satisfaction, make sure deadlines are met and lead change efforts effectively
Consult, work with and service assigned client base to make recommendations on business and process improvement, and serve as a business advisor to the client
Work closely with Grant Thornton partners, managers and staff to integrate practice development skills into a team approach toward client service and new business development opportunities
Team with partners and senior managers on assigned proposals and business development calls
Assist with the recruitment of BAS senior associates and associates
Coach senior associates and associates in developing and achieving goals and objectives for their performance and professional development
Bachelor's degree in Accounting or a related business field is required. An Advanced degree (e.g. MBA) is a plus
CPA license is required
5-7 years of progressive audit experience in public accounting or an equivalent audit department, delivering and managing internal audit services
Experience performing financial, operational and system audits, as well as business process control reviews
Demonstrated experience in staff and audit management, in an integrated client service team, is expected
Ability to manage and develop other audit staff in a highly interactive team environment
Exceptional client service and communication skills, with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership, business development, training, coaching and mentoring skills
Excellent written, interpersonal and presentation skills
Computer software experience, including knowledge of audit-preparation software and an understanding of the impact of audit software technology
Successful practice development experience expected

135

Business Advisory Services Manager Resume Examples & Samples

Manage, direct, and monitor client services teams on multiple engagements; plan, execute, direct, and complete internal audits, business process control reviews, and other service offerings in a wide variety of industries; and manage to budget
Lead SOX engagements and the preparation of Service Audit Reports (SAR) in compliance with SAS70
Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively
Consult, work with, and service client base to make recommendations on business and process improvement and serve as a business advisor to client
Strong experience in staff and audit management in an integrated client service team

136

Business Advisory Services, Manager Resume Examples & Samples

Manage, direct, and monitor client services teams on multiple engagements; plan, execute, direct, and complete information systems audits, business process control reviews, and other service offerings in a wide variety of industries; and manage to budget
Evaluate and test business processes and business controls and identify areas of risk
Lead the preparation of Service Audit Reports (SAR) in compliance with SAS70
Participate in internal auditing outsourcing and co-sourcing engagements for clients
Maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively
Six to ten years of experience at a senior consultant level in a similar practice or function with a Big 4 firm, servicing cross-industry clients at a national level or experience in industry in Internal EDP Audit or Internal IT Audit
Certification/license as CPA, CIA, CISA, CISSP, or CISM
Ideal candidates have experience with numerous business cycles and multiple accounting software applications. Areas of expertise should include at least some of the following: access control software, security architecture and administration, Internet use/firewalls, network security awareness and enforcement, security policies and standards, operating systems (Windows NT / 2000, UNIX, AS400, Novell)
Computer expertise including proficiency in Microsoft Office Suite applications software and MS Project and an understanding of the impact of technology
PMP or CFE preferred
ACL or SAS experience

137

Business Advisory Services, Manager Resume Examples & Samples

Experience with the Oracle/Hyperion BI+ toolset: Financial Reporting Studio and SmartView
ETL/Integration and data management tool experience including, but not limited to, EPMA, DRM ODI, FDM, EAL, ERPi, and/or Oracle/other database systems
Experience implementing Oracle’s Hyperion Financial Close Management (FCM) solutions is a plus
Ability to manage multiple projects, including client delieverables and staffing
The ideal candidate will easily adapt to new environments and changing requirements in an exciting and fast paced consulting world
Sound understanding of corporate finance/accounting and technical business solutions; candidate must have strong business and IT/technology acumen and must be able to unify the two disciplines
Sound understanding of key IT / Business systems / ERP, General Ledger, Reporting & Analytics, Data Warehousing, CRM, etc
Strong communication (written and oral) and interpersonal skills
Extremely analytical and detail oriented with strong business sense and problem solving skills
Proven leadership, teamwork, time management, and organizational skills
BS with a concentration in Accounting, Business, Finance, Information Systems, Mathematics, Computer Engineering, or Computer Science or equivalent work experience
Readiness to travel to 100%
CPA designation is a plus
Previous consulting experience is a plus

138

Advisory Services Manager Resume Examples & Samples

A degree with an emphasis in Finance, Accounting, Economics, and/or Business
Approximately 5 years of experience in providing advisory services in the finance function in the following areas
Understanding of CoGS, CoGM, standard costing, actual costing and transfer profit development and management
Familiarity with manufacturing dynamics including indirect / direct production centers, routings, bills of materials, cost drivers / allocation keys and overhead cost absorption
Experience in developing cost center budgets and budgeted product cost as well as monitoring actual product costs including variance analysis

139

Audit Advisory Services, Manager Resume Examples & Samples

Promote utilization of data mining, data analytics and information visualization across the internal audit life cycle including risk assessment, planning, scoping, fieldwork, reporting, and monitoring
Develop analytic approaches to simplify engagement fieldwork, analyze root causes, and perform targeted monitoring
Combine use of analytic tools and approaches with existing performance indicators, metrics, and monitoring approaches to improve information for decision-making across the organization
Leverage analytic approaches to assist the Director in performing the annual risk assessment and development of audit plans
Support audit team with performing preliminary planning and establish defined analytic approaches for audits, be a resource to assigned auditors to facilitate successful project outcomes
Review industry, trade and regulatory publications for audit considerations and current best practices for use of data analytics and information visualization
Support targeted monitoring initiative
Develop and perform ongoing review and communication activities that will help create standard audit analytic procedures
Conduct and lead engagement teams on data driven advisory projects in the areas of finance, operations, and compliance to improve efficiency and effectiveness of the process and control environment to help management better meet business objectives
Participate as team lead for audits with high risk, highly complex operational or variable processes requiring more experienced audit skills
Build and maintain strong client relationships through collaboration and institutional community involvement and be recognized as a solution-driven trusted advisor
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140

Advisory Services Manager Performance Improvement Digital & Emerging Technology Resume Examples & Samples

Building digital platforms that accelerate solution development and increase engagement by architecting cloud infrastructure that is secure, usable, cost-effective and responsive with a focus on digital platform architecture, cloud advisory services and trusted cloud services
Support Advisory Services by working in project teams through agreed upon phases of project governance, requirements definition, vendor selection, risk analysis, customization, testing, training and rollout of a client's project lifecycle
Lead team members in developing applicable methodologies, tools, approaches, points of view, thought leadership and accelerators to differentiate EY in the Digital and Emerging Technology Advisory market
Provide broad technical and/or functional knowledge of various key technology and business platforms
Lead and work with a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture, design, conversion, and testing
Bachelor's degree and 4 or more years of related work experience; or a graduate degree and 3 or more years of related work experience, or 10 or more years of related work experience
4 or more years of experience in one or more of Digital and Emerging Technology’s service offerings (Customer, Enterprise, Operations, or Delivery)
4 or more years of experience in at least 3 of the following areas with a focus on “The Internet of Things” and XaaS (Anything as a Service): solution architecture, ERP software solutions, CRM software solutions, e-commerce, content management, big data and analytics, digital supply chain, cloud technology delivery, web development (Java and .Net), social media integration and solutions, social experience management and search, knowledge management software, user experience and design, emerging collaborative solutions including content management and enterprise data migration
3 or more years of significant technical (configuration, design, development) and/or functional (strategy, architecture, planning, project management, and business analysis) experience in at least one of the following platforms: Microsoft stack technologies such as Microsoft Office 365, Microsoft Azure, and/or SharePoint. Customer solutions such as Dynamics, Salesforce, or Sprinklr. Digital Content Solutions, such as Adobe, SiteCore, WordPress, Hippo or Drupal. Enterprise solutions, such as GE (Proficy), JDA, NetSuite, or SAP Hybris. Mobile technologies such as iOS, Android OS and/or others
2 or more years of developing people by encouraging individuals to think for themselves and take responsibility for their contributions to the team to include delegating work successfully, Conducting timely performance feedback/training, and leading by example

141

Advisory Services Manager Resume Examples & Samples

Work with high-growth clients and other market leaders in the Banking and Capital Markets (BCM) industry, establish audit objectives and scope of work; establish the engagement budget; and take responsibility for the overall execution of the audit project through wrap-up and final report delivery
Assist in generating new business opportunities by participating in market facing activities and developing thought leadership materials, understand EY and its service lines, actively encourage team members to contribute ideas and identify opportunities to introduce EY services
Maintain a strong client focus by effectively serving client needs and developing productive working relationships with client personnel, stay abreast of current business and economic developments and new pronouncements/standards relevant to the client's business
Display teamwork, integrity and leadership, work with team members to set goals and responsibilities for specific engagements, foster teamwork and innovation
Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience-
Minimum of 3+ years of related audit or applicable asset management business experience; 2 or more years of public accounting experience preferred
Experience working with hedge funds or other alternative asset managers a plus
CPA, CA, APRM, CIA, CFA, CISA certification desired; non-certified hires are required to become certified within 1 year from the date of hire; based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Area and Americas leadership

142

Advisory Services Manager Resume Examples & Samples

Work with high-growth clients and other market leaders in the Banking and Capital Markets (BCM), Asset Management or Insurance industry, establish audit objectives and scope of work; establish the engagement budget; and take responsibility for the overall execution of the audit project through wrap-up and final report delivery
Minimum of 3+ years of related audit or applicable business experience; 2 or more years of public accounting experience preferred
Experience in the financial services industry

143

Advisory Services Manager Resume Examples & Samples

Provide guidance and share knowledge with team members and participate in performing risk assessment procedures especially focusing on complex, judgmental and/or specialized issues
Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services
A minimum of five years of recent relevant work experience in a public accounting firm or a professional services firm, with demonstrated career progression and leadership skills; experience in the financial services industry is required

144

Advisory Services Manager Resume Examples & Samples

Prepare and deliver to clients proposals and other sales supporting materials
Manage client stakeholder relationships at executive level
Work with health and business leaders to develop the practice and execute go-to-market plans
Build strong internal relationships within EY’s Advisory Services and with other services across the organization
Contribute to staff recruiting, retention and development activities
Knowledge of or experience within Health and/or Public Sector desirable
Strong academic record including a degree, often honours level or higher
Operational / process improvement experience including working with lean methodology a plus
Exceptional report writing skills with an ability to synthesise complex information into easy to read reports within a policy environment
Exceptional analytical and financial skills
Excellent stakeholder management and communication skills

145

Advisory Services Manager Resume Examples & Samples

Develop and maintain long-term client relationships and develop relationships with team members across all EY practices to serve client needs
Demonstrate in-depth technical capabilities, professional knowledge, ability to assimilate new knowledge and p possess good business acumen
A minimum of 3 years of experience working in Property and Casualty (P&C) underwriting commercial lines or specialty lines are preferred; Consulting experience preferred
Ability to research client inquiries and emerging issues, including regulations, property and casualty insurance industry practices, and new application technologies

146

Advisory Services Manager Resume Examples & Samples

End 2 End Supply Chain: Drives transformational change across silos, delivering aligned value based on a company’s strategy and value proposal to the customers. It aligns the supply chain to the market synchronizing internal operations of the company, allowing all key areas of a business to work effectively. E2E works closely with all offerings in EY from Supply Chain to TAS to Audit to deliver specialized integrated End 2 End solutions
Product Lifecycle Management (PLM): Product Lifecycle Management is one of the few capabilities that directly impact both top and bottom line company growth. Top line growth is accomplished by helping companies improve their ability to innovate and deliver new and improved products and services to their customers. Simultaneously, PLM enables bottom line growth by increasing the cost competitiveness of their product development processes and products by increasing efficiencies and reducing cycle time. These capabilities are delivered by orchestrating cross-functional and extended enterprise process improvements that are enabled by a variety of information technologies. The transformational nature of these improvements are often delivered in conjunction with other EY service lines and platforms
Distribution & Logistics: Assists clients with performance improvement related to the planning and execution of the flow of goods, information, and cash between sourcing locations, intermediate stocking and processing locations, to the point of consumption in order to address customer requirements. Service offers include logistics strategy, network design, global trade effectiveness, cost to serve analytics, warehouse management, transportation management, reverse logistics, and outsourcing
Manufacturing & Operations: Our M&O practice focuses on Manufacturing Strategy, Network Design, Contract Manufacturing Management, Operational Excellence, maintenance and cost optimization. For non-manufacturing companies Operations focuses on the client’s Front (and Back) Office functions. Operations transformation typically uses IWS, Lean and Six Sigma performance improvement techniques. For manufacturing companies Operations covers After-Sales service supply chain, including service and repair management, spares inventory planning and optimization, and field engineers’ performance improvement
Strong experience in a manufacturing and specifically Integrated Work Systems knowledge (IWS)
Extensive experience in providing advisory services in the supply chain and other operational areas that impact the supply chain function (e.g., assessments, supply chain strategy, inventory management, lean-six sigma, sales and operations planning, cost reduction, IWS, and overall manufacturing process improvement, at the enterprise level

147

Advisory Services Manager Resume Examples & Samples

A minimum of five years of post-bachelor work experience (or four years with a master’s degree), three years of which must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services for software development and system integration
A thorough understanding of complex information systems and technology organizations
Experience in professional software engineering and working experience as a consultant across several domains and firms and exposure to different technology platforms and architecture models is a huge plus
Proficiency in at least one back-end language (e.g., Python, Java, C++) and object-oriented design
Ability to work on requests for proposals, project budgeting and estimations, resource management and status reporting

148

Advisory Services Manager Resume Examples & Samples

Experience successfully managing projects with defined deliverables and budgets, including budgeting and managing the schedule, client relationship management, communicating strategically around key issues, conflict resolution and consensus building
Facilitate discussions with technical, design and business subject-matter resources to document requirements, establish a vision, and articulate alternatives for future state approaches across various domains and channels
Experience establishing a product vision, defining and managing product road maps, prioritizing and managing the backlog, and leading product launches
Ability to communicate and motivate others with outstanding written and verbal communication
Candidates must be able to travel in accordance with client and other job requirements. Travel can be as much as 20% for studio or 100% for Advisory during a workweek. Travel may be international

149

Advisory Services Manager Resume Examples & Samples

Gather business requirements Discuss and determine business problems with leaders of various functional areas within an organization and aid in determining the appropriate key performance indicators needing to be captured and monitored
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience; degree emphasis in Finance, Accounting, Economics, Business, Computer Science, IT or Engineering preferred; MBA desired
A minimum of 4 years’ experience in providing complex consultative services in the following ISM focus areas: information strategy, data architecture, information/data governance, master data management, data quality, data integration
Proven track record of understanding business challenges and translating them into value add solutions - strong analytical and problem-solving skills - actively participate in brainstorming, identifying core issues and effectively finding and using data to manage complex analysis
Engagement leadership experience including: managing junior level consulting staff, providing regular status updates, and monitoring project economics and hands on technical expertise as well as managing client relationships

150

Advisory Services Manager Resume Examples & Samples

Upstream
Ariba Supplier Information Management
Ariba Supplier Performance Management
Ariba Sourcing
Ariba Contract Management
Downstream
Ariba Contract Compliance
Ariba Procure-to-Pay (P2P)
Invoice and P/O Automation
Ariba Invoice Pro
Invoice Conversion Services (ICS)
Ariba Procurement Content
Fieldglass
Developing spend taxonomies,
Managing data collection and enrichment activities,
Deploying advanced analytic solutions
Sourcing and category management
Developing category strategies and playbooks
Executing strategic sourcing, auctions, and tactical sourcing events
Performing supplier segmentation analysis
Contract Management experience
Deploying contract technologies,
Leveraging clause libraries and designing collaboration processes
Developing contract migration strategies
Experience deploying on-premise and SaaS software solutions, leveraging supplier networks and portals
P2P integration knowledge to back office financial management systems

151

Advisory Services Manager Resume Examples & Samples

A solid grasp of user-centered design and testing methodologies and usability and accessibility concerns
The ability to iterate your designs and solutions efficiently and intelligently
The ability to clearly and effectively communicate design processes, ideas and solutions to teams and clients with strong aesthetic sensibilities
The ability to incorporate technology and architecture feasibility in information architecture and interaction design

152

Advisory Services Manager Resume Examples & Samples

Support Advisory Services by managing project teams through agreed upon phases of the ERP project governance, requirements definition, vendor selection, risk analysis, customization, testing, training and rollout of a client's project lifecycle. They will also provide business development assistance
Assist in developing applicable methodologies, tools, approaches, points of view, thought leadership and accelerators to differentiate EY in the ERP Advisory market. These will then be shared with all EY market facing organizations to provide consistency and common platforms with which to go to market
Provide broad functional knowledge of all key Oracle E-Business Suite modules
A degree in computer science, engineering, accounting, finance or a related field (MBA or MS degree prefer red)

153

Advisory Services Manager Resume Examples & Samples

Lead engagement teams while working with a wide variety of clients to design PPM processes
Lead PPM process design work, including
Education and professional experience: bachelor's degree required – engineering, science or economics preferred – and approximately 5 - 10 years of recent consulting and/or relevant industry experience (at least four years of recent consulting experience preferred) with the ability to show significant client impact and results, or an MBA/other graduate degree and approximately three to four years of related work experience
PPM Business Solutions characteristics: for this PPM Business Solutions role, at least three years of experience is required leading teams on engagements related to at least three, ideally more, of the following

154

Fso-advisory Services Manager Resume Examples & Samples

Proof of concept
Quality assurance and testing
Business and IT process reengineering; or
Program/project management and implementation planning (PMO)

155

Fixed Asset Advisory Services Manager Resume Examples & Samples

Minimum of five (5) years client service experience around tax issues, cost estimation or engineering based sales required
Cost segregation and/or tax fixed asset depreciation expertise
Prior experience with blueprint reading
Knowledge of engineering or construction methods and terminology
Familiarity with industry specific reference manuals, including R.S. Means and Marshall Valuation
Professional demeanor and strong communication skills, both written and oral
Analytical skills with an aptitude for technical research
Available to travel periodically

156

Advisory Services Manager Resume Examples & Samples

Work closely with a variety of financial services institutions including investment banks, broker-dealers, financial markets utilities, and custodians to assist in articulating and effecting enterprise level transformational and operations improvement strategies
Understand complex-level technical and business concepts and have the ability to articulate to client in ways that are easy to understand
Work with clients to design new processes, frameworks and governance models for organizational and technology changes as required by the project
Actively develop staff and senior advisors on the projects by supporting individuals in developing project management, industry content, and communications / presentation skills
Bachelor’s degree in Accounting, Finance, Economics, Business or Science and Engineering – Masters, MBA and/or CPA is preferred (foreign degree acceptable); 5+ years of relevant experience in working at a financial services company or comparable experience working as an advisor to a financial services industry; of the required experience, must have at least 3 recent years of experience in Capital Markets
Must have knowledge of a range of financial products including derivatives, equities, and fixed income, foreign exchange, and commodities

157

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of post-bachelor's work experience (or 4 years for Master’s degree); 3 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services on IT infrastructure
Network: Software-defined networking, WAN, LAN, WLAN
IT infrastructure strategy, architecture, governance/operating model, engineering

158

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience (prior consulting experience preferred)
A degree in law, finance, accounting, or a related discipline; JD, MBA or MS preferred
A minimum of 3+ years of relevant experience with federal regulatory agency (Securities and Exchange Commission, Commodities and Futures Trading Commission, Federal Reserve), self regulatory organization (FINRA, NFA, CBOE, CME), financial services organization Compliance Department, or CRCP certification
Knowledge of broker dealer, swap dealer, FCM or similar compliance practices
Experience with the design, development and implementation of internal controls and/or testing of internal controls for financial services business processes a plus
Analytical skills; specifically, the ability to understand and assess financial services industry processes utilizing a compliance and control focus
A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally in order to meet client needs

159

Advisory Services Manager Resume Examples & Samples

Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Demonstrate an understanding of the risk issues in the Healthcare sector
A bachelor's degree and approximately 6 years of related work experience; or a graduate degree and approximately 5 years of related work experience
A degree in Accounting, Finance, Business or a related field; MBA preferred
Knowledge of principles of ERM concepts and risk management or control frameworks (e.g. COSO, ISO, OCEG, etc.)
Minimum 2 years of compliance experience, preferably with prior experience working with Centers for Medicare and Medicaid Services (CMS), payer or hospital provider operations, or as a consultant in a consulting firm
Experience with assessing, designing and implementing risk and controls for major EHR systems (EPIC and Cerner)
Experience in one of the following areas is strongly preferred: Compliance Function (Centralized or within Operating units), Medicare or Medicaid operations experience, Medicare or Medicaid enrollment processes, utilization management, compliance policy and procedure development, training, auditing and monitoring processes required to meet the seven elements of a Compliance Function Familiarity with the federally commissioned bodies that regulated health plans, such as HHS, CMS, OCR, OIG, HRSA and the Federal Sentencing Guidelines, Code of Federal Regulation, Medicare Managed Care Manuals and Compliance Auditing Techniques
Basic understanding of risk measurement and quantification techniques

160

Advisory Services Manager Resume Examples & Samples

Articulate alternatives in terms of cost, benefit, and risk where multiple solutions exist. Assist the Project Manager in the creation of technical project plans, and assists in assembling teams for customer engagements. Perform technical quality assurance audits
Develop lo ng-term relationships and networks both internally and externally
Prefer 3-5 years of experience working with Oracle E-Business Suite based systems in business operations, corporate finance or enterprise technology, with at least 1 year spent in a managerial and IT/business integration role
The successful candidate must also be willing and able to travel 70-90% in a work schedule

161

Advisory Services Manager Resume Examples & Samples

Identify and evaluate business and technology risks, internal controls which mitigate risks
Assist in the selection and modifying of approaches, methods and tools to support service offering
Actively participate in decision making with engagement management and seek to understand the impact of key decisions made
Help organizations align its compliance functions, allocate resources, and design risk management framework to enable its risk response plans or strategy
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience in the fields of Accounting, Finance, Business, Computer Science, Information Systems, Engineering, or related major
Application control and security implementation, program and project delivery design, architecture and solution design, information management, implementation, operations, and management of IT infrastructure with SAP
GRC technology enablement, integrating/automating risk capabilities, risk assessment and compliance transformation, continuous controls monitoring and controls optimization with SAP GRC Suite
Supplemental tools to enable data analysis, security and privacy Information systems security assessment, design, architecture, implementation, management and reporting
Experience with security modeling , controls testing, sensitive access and SoD testing

162

Advisory Services Manager Resume Examples & Samples

Use knowledge of the current IT environment and industry trends to identify engagement and client service issues, and communicate this information to the engagement team and client management through written correspondence and verbal presentations
Strong implementation skills, must have implementation experience for at least 4 SAP GRC Process Control implementations for version 10.0 or higher
An understanding of SAP Application controls and experience using the SAP ERP system from a program and project delivery perspective, including a general understanding of the SAP architecture and solution design, information management, implementation, and operations
Strong understanding of one or more regulatory compliance models (i.e. SOX, FDA, FERC/NERC etc.)
Industry related certification required (e.g. CISA, PMP, CIA, RICS); non-certified hires are required to become certified within 1 year from the date of hire

163

Advisory Services Manager Resume Examples & Samples

Participating in a broad range of internal audit and risk advisory projects
Supporting the leadership team to oversee and streamline the team’s operations
Ability to develop high quality work programmes and lead fieldwork

164

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of post-bachelor's work experience (or 4 years for Master’s degree); 3 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services on SDM
Continuous Integration (CI) and Continuous Delivery (CD)
Tools, scripts and cloud APIs to automate, validate and manage infrastructure as code
Container technologies and strategies

165

Advisory Services Manager Resume Examples & Samples

User research and analysis
Design strategy
Front-end development
Business process analysis and design
Take projects, implementing improved or completely new experiences from initial client sales meetings through implementation
Build and grow client relationships from a profitability standpoint, driving revenue growth and developing the entire relationship within a client organization
Follow user-centered design and development methodologies and artifacts and work closely with designers, usability and technology experts to deliver a solution that matches the quality of our work
Discover and structure projects with clients that deliver on business strategies and user needs
Create Statements of Work and be responsible for their successful execution
Evaluate existing digital products
Provide strategic and tactical leadership to both clients and staff
Manage client and project expectations and schedules, serving as the key day-to-day client contact
Continuously learn new tools to improve how you and we work
Develop meeting strategy and lead facilitation
Identify opportunities to leverage existing ideas and approaches for teams to work more efficiently and effectively together
Minimum 5+ years of experience in a similar role with a minimum 5+ years of experience in project management, program management or client relationship strategy
Minimum 5+ years experience in user-centered design and development, preferably in more than one role and organization
Keen ability and desire to multitask across multiple project initiatives
Positive energy and get-it-done attitude
Proven experience leading and growing large-scale, user experience design and development projects
Highly desired experience with mobile, CMS, Portal, Analytics and other platforms
Experience in varied software development methodologies including waterfall, AGILE and/or Lean UX
Ability to communicate and motivate with outstanding written and verbal communication

166

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of post-bachelor's work experience (or 4 years for Master’s degree); 3 years must be relevant work experience at a financial services company or comparable experience working as a consultant in a professional services firm delivering advisory services on Digital strategy and enablement
Knowledge of standard IT methodologies and management processes based on frameworks such as CMMI, COBIT, ITIL, SAFe, Agile, DevOps (CASM), CCP (or equivalent), etc
IT Strategy & Operating Model Development
Cloud Strategy and Transformation
Digital Strategy
Business and IT Alignment
IT Service Automation

167

Advisory Services Manager Resume Examples & Samples

Credit Finance
Mortgage (underwriting and origination)
Trade operations
Settlement and Clearing
Derivative operations
Corporate Actions
A minimum of 4+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
Experience in one or more of the following Financial areas: Retail Banking, Mortgages, Credit Cards or Capital Markets

168

Audit & Advisory Services Manager Resume Examples & Samples

Manages staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Sets performance standards, reviews performance, provides feedback, recommends wage increases in accordance with all applicable Human Resources policies and procedures
Develops the annual audit plan to achieve departmental and corporate objectives. Works closely with management in the planning, development and execution of short and long term goals. Demonstrates initiative and creativity in independently recommending and implementing solutions
Performs inquiries of key management personnel to assist in developing the strategy of the audit
Reviews and approves audit reports and other communications to management. Assists the Audit Director in preparing communications to the audit committee
Establishes and maintains effective working relationships with unit, department and division management, as well as PricewaterhouseCoopers
Manages multiple projects, both Departmental and Divisional, and performs other related duties as assigned
Undergraduate degree in a business related field of concentration or equivalent combination of training and experience. Professional certification or advanced degree (e.g., CPA, CIA, MBA) is a plus
Minimum of five years general business experience
Experience in audit, risk or controls (i.e. operational audits, financial statement audits, internal audits, advisory/consulting, controls/compliance/legal) with two to four years of previous management experience preferred
Strong working knowledge of and demonstrated interest in the financial services industry. Ability to present findings and industry insights to senior leaders across the company
Strong conceptual thinking aptitude
Demonstrated ability to work in a complex, dynamic, and fast-paced environment with strong inherent project execution skills, including: prioritizing tasks, balancing workload between multiple projects, anticipating next steps, adapting to changing situations and project scope
Strong interpersonal skills, including: written and verbal communications, willingness to assist in areas outside of direct assignments when necessary, and commitment to self-improvement and completion of team objectives
Experience in situations requiring diplomacy. Strong negotiation skills
Strong Client/Focus and relationship skills

169

Advisory Services Manager Resume Examples & Samples

A bachelor's degree and approximately 5 years of related work experience or a graduate degree and approximately 4 years of related work experience
US Citizenship
US Certification in at least one of the following: CAPM (Certified Associate in Project Management), PMP (Project Management Professional), Lean Six Sigma

170

Advisory Services Manager Resume Examples & Samples

Support large-scale client engagements. Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and a minimum of 4 years of related work experience; degree emphasis in Statistics, Mathematics, Economics, Finance, Accounting, Business, Computer Science, IT or Engineering preferred; advanced degree in one of these areas preferred
At least 3+ years experience in providing advisory services with a strategic focus in helping clients achieve transformational value by improving performance and mitigating risk through the use of analytics solutions

171

Forensic Advisory Services Manager Resume Examples & Samples

Consult on large and complex business disputes and provide valuable financial insight and clarity to counsel during all stages of a business dispute, from case theory development and discovery to expert witness testimony
Maintain active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner
Serve as consultant to attorneys, assist in preparing questions for discovery and deposition of potential witnesses, serve as an expert witness, assist in reviewing and refuting the testimony and analysis of other expert witnesses, and design court exhibits
Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field
6 to 10 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level
Strong computer skills including proficiency in Microsoft Office Suite
Excellent analytical, research, and organizational skills with strong attention to detail
Ability to work on multiple engagements and competing priorities in a rapidly growing, fast paced, interactive, results-based team environment
Ability to work additional hours and travel to various client sites, both domestic and international, as needed

172

Advisory Services Manager Resume Examples & Samples

Offering development: evaluate, develop and advance potential Managed Services offerings from idea generation to development through market deployment and support; develop functional requirements, project plans and communication cadence with functional teams, engineers and EY leadership; monitor progress, manage risk and keep key stakeholders informed about progress and expected outcomes
Practice collaboration: collaboratively work with the EY Advisory technology teams, marketing and Managed Services leadership to build and deploy Managed Services offerings
Technology linkage: coordinate with design and build teams to architect and implement technology-based offerings; stay abreast of current technologies and trends relevant to Managed Services
Market launch: work with the Advisory Services practice and marketing teams to launch new service offerings in the marketplace
Client development: work with the EY leadership, pursuit, and account teams to secure foundational clients for new service offerings
Team leadership: manage and lead program and project teams consisting of cross-functional, global and virtual groups; directly supervise staff; assign responsibility to team members; monitor progress and effectively lead the Managed Services Offerings Development team to provide quality results for clients; coach and guide to help further advance team members career goals and growth objectives
Offering strategy: demonstrate in-depth technical capabilities and professional knowledge around current and new trends that impact the Managed Services offerings; embrace, educate and deliver on any refined solution offering strategies for Managed Services
A bachelors degree and approximately six years of related work experience or a graduate degree and a minimum of five years of related work experience; degree emphasis in Finance, Management Information Systems, Accounting, Economics, Business, Computer Science preferred; MBA desired
More than four years’ experience in providing blended advisory services for external clients in the following focus areas: managed services, application maintenance services, business process outsourcing, service offering development, analytics as a service, IT Operations and finance
Proven track record of understanding business concepts including plans and challenges, and translating those concepts into value-add business offerings in a Managed Services environment
Proven ability to collaborate successfully and team with internal stakeholders from various parts of the organization and drive successful outcomes cross-functionally
Team leadership experience including the ability to lead a team of professionals, provide regular status updates, monitor project economics and provide hands-on technical experience as well as manage client relationships
A willingness to travel to comply with client needs and willingness and ability to travel internationally; travel is estimated to be 50%
A valid US driver’s license and a valid passport required

173

Advisory Services Manager Resume Examples & Samples

Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery always working collaborative with our clients. Stay abreast of current business and industry trends relevant to the client's business
Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess good business acumen
A minimum of 3+ years of delivery experience working with multiple project teams of 15+ people
Experience in program/project management and implementation planning (PMO), Client Relationship Management and Business Development, Talent/Resource Management, Definition of business and technical requirements, System selection and implementation support, Quality assurance and testing and/or Business and IT process reengineering
Previous project experience in P&C Claims Administration System implementations, P&C Claims Business/Operations Transformation, P&C Claims Administration System vendor selection and evaluation, P&C Claims Business Process Reengineering, Financial Reporting and/or Business intelligence/decision support t
Previous application/package experience with Guidewire, CSC, Fiserv, Accenture, Innovation Group, Insurity and/or SAP is desired

174

Advisory Services Manager Resume Examples & Samples

Bachelor's degree from an accredited college or university preferred. CPA or CFE license is preferred but not required
Six years or more of public or forensic accounting experience, litigation support and/or equivalent combination of education and experience required
Knowledge of financial data analysis
Ability to work independently or in a team environment
Ability to meet or exceed Performance Competencies (Standards of Excellence)

175

Advisory Services Manager Resume Examples & Samples

Undergraduate degree in Finance, Economics, Accounting, Engineering or other quantitative discipline and minimum of six to eight years of work experience; or advanced degree and minimum of four to six years of work experience; MBA or advanced degree in quantitative discipline preferred
Minimum of three years of relevant experience in banking, capital markets or financial services either (1) with a financial services company with a mature recovery and resolution program, (2) with a top-tier consulting firm advising on recovery and resolution planning or related topics, or (3) a regulatory body or government agency in a supervisory or policy role related to recovery and resolution planning
Outstanding problem solving and written and oral communication skills, experience presenting complex, analytical topics to senior executives in formal settings

176

Advisory Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds, provide constructive on-the-job feedback/coaching to team members, foster an innovative and inclusive team-oriented work environment, play an active role in counseling and mentoring junior consultants within the organization
Foster relationships with client personnel at appropriate levels; Consistently deliver quality client services, drive high-quality work products within expected timeframes and on budget, monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes, manage expectations of client service delivery, stay abreast of current business and industry trends relevant to the client's business
Cultivate and manage business development opportunities, understand EY and its service lines and actively assess/present ways to serve clients, develop and maintain long-term client relationships and networks, develop relationships with team members across all EY practices to serve client needs
Demonstrate in-depth technical capabilities and professional knowledge, demonstrate ability to quickly assimilate to new knowledge, possess good business acumen, remain current on new development s in advisory services capabilities and industry knowledge
Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience - degree in business administration or business-related field; CFA, CPA and or MBA a plus
Minimum of 3+ years of experience in leading large-scale, customer-focused strategy, segmentation, analytics and change initiatives in “brand name”consulting firms or internal consulting organizations at leading corporations
Minimum of 3+ years’ experience in Financial Services
Willingness to travel to meet client needs; travel is estimated at 80-90%; valid driver's license in the US and a valid passport required; willingness and ability to travel internationally

177

Accounting Advisory Services Manager Resume Examples & Samples

Familiarity and knowledge of application of SEC rules and regulations is a plus
Advanced analytical and issue resolution intelligence, problem solving is essential
Ability to manage multiple workflows simultaneously while managing time and budget
Bachelor’s degree in Accounting required; Master’s degree in related field preferred
6 years of experience in public accounting or related field
3 year supervisory experience
Must have active CPA certification
Ability to manage all aspects of client engagements
Must be able to travel based on client and business needs

178

Risk Advisory Services Manager Resume Examples & Samples

Six (6) to ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational professional
Experience performing audits of particular industries (non-profit, Gov't, manufacturing, retail, distribution, energy, etc), based upon the RAS practice’s need required
Supervisory experience required
Experience performing process reviews and reviews of application controls required
Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports required
Strong verbal and written communication skills, specifically business / report writing
Able to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Able to successfully multi-task while working independently and within a group environment
Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Solid SEC and PCAOB knowledge and familiarity with US GAAP reporting rules, a plus
Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients
Capable of building and maintaining strong relationships with internal and client personnel

179

Advisory Services Manager Resume Examples & Samples

A bachelor's degree (MBA/MS preferred) in finance, economics, accounting, engineering or a related discipline and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Relevant experience with the SEC’s Office of Compliance Inspections and Examinations or state securities regulator is a plus
Knowledge of asset management compliance practices, including monitoring and testing, as required by the Investment Advisers Act of 1940 and/or the Investment Company Act of 1940
Prior consulting experience preferred along with effective leadership, project management and teamwork skills

180

Advisory Services Manager Resume Examples & Samples

Bachelor's degree in finance, economics, accounting, engineering or a related discipline and approximately 5 years of related work experience or a graduate degree and approximately 4 years of related work experience; an MBA or MS preferred
Minimum of 3+ years of relevant experience in the financial services industry with either a consulting firm, internal consulting organization, or within market risk or product control at leading financial services corporations
A valid driver’s license in the US and a valid passport required
Credit products, Fixed income, Equities, Structured products, FX / IR, Commodities

181

Advisory Services Manager Resume Examples & Samples

Design, architect and develop solutions leveraging big data technology (Open Source, AWS or Microsoft) to ingest, process and analyze large, disparate data sets to meet/exceed business requirements
Look for opportunities for improving methods and outcomes to the overall benefit of the team and company
Apply data-driven approach (key performance indicators) in tying technology solutions to specific business outcomes
Solve problems by incorporating data into decision-making
A bachelor’s degree and approximately six years of related work experience; or a master’s degree and approximately five years of related work experience; degree in mathematics, information systems, statistics, computer science or related disciplines preferred
At least five years hands-on experience with various big data technologies in one or more ecosystems (Hadoop, AWS or Microsoft)
Proficient coder in Java, C#, C++ or Scala
AWS, EMR, Hortonworks, Cassandra, Mongo, Redshift, Kafka
Azure, HDInsight, Azure DocumentDB, SQL Server
Ability to quickly and positively adapt to change

182

Risk Advisory Services Manager Resume Examples & Samples

Six (6) to ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial professional preferred
Experience performing audits of particular industries (Banking, Financial Institutions), based upon the RAS practice’s need required
Experience performing process reviews, and reviews of application controls required
Solid SEC and PCAOB knowledge and familiarity with US GAAP, a plus

183

Advisory Services Manager Resume Examples & Samples

Need to work as a team leader to contribute in various streams of Automation tools ( Blue Prism, Automation Anywhere etc.)
Regular status reporting to the supervisor and onsite coordinators
Willing to travel to the customer’s locations on need basis within India and outside India
Willing to be flexible to work on various tools based on demand
Preparation and facilitation of process design sessions related to robotics process, validation rules and reports
Planning, design, testing, prototyping and implementation of enhancements, control and tuning of pre-built automation processes
Support all applications development effort involving RPA tools
Leadership of individual work streams associated with a RPA process
Assistance with data conversion and interfacing activities
Leading team of 7-8 people
Architect Solutions
BE/BTech/MCA (must) with MBA (Finance) (good to have) with an industry experience of 9-12 years
Candidate should be involved in at least 10+ end to end solution implementation
Good business communication skills & client facing skills
Must have experience in implementing or supporting 10+ end to end RPA projects
Working knowledge of Relational Database (MS SQL/ Oracle DB)
Working knowledge in excel and macros
Working knowledge of any automation process
Prior knowledge of industry leading RPA tools

184

Risk Advisory Services Manager Resume Examples & Samples

Proficient in reviewing work prepared by others related to all internal control over financial reporting areas using the Committee of Sponsoring Organizations (COSO) internal control framework
Demonstrate an advanced understanding of the Institute or Internal Audit standards and the International Professional Practices Framework (IPPF)
Demonstrate an advanced 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 advanced knowledge of generally accepted auditing standards and common audit procedures and techniques
Prepares client ready deliverables that require few content changes by Senior Managers and Partners
Monitor engagement progress against client expectations
Expanded involvement in billing responsibilities and related issues
Develop advanced knowledge in 1-2 industry niche area
Responsible for ensuring engagement staff follow up on open items and issues and that engagement deliverables are completed timely
Demonstrate the ability to build networks of contacts and to identify opportunities for cross selling Firm services to clients by focusing on client service skills and building strong relationships with clients
Demonstrate the ability to research and apply technical competencies necessary to determine solutions to complex financial and/or operational issues
Take a leadership role directed to staff and clients in directing engagements by actively managing the 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
Plan multiple concurrent client engagements including scheduling, deploying of resources and exhibits effective project management
Demonstrate the ability to plan, perform, and deliver work independently with limited supervision on large complex engagements
Monitor and supervise progress of staff, where applicable, in all engagement phases; provide performance feedback when needed
Perform a review of the work prepared by others for coverage, completeness, accuracy, and technical proficiency
Demonstrate an advanced understanding of internal controls over financial reporting and financial and/or operational internal audit areas
Consistently take ownership of assigned engagements and demonstrate the ability to schedule multiple concurring projects efficiently in order to fully utilize staff resources
Demonstrate the ability to manage engagement economics to ensure that project performance is meeting expectations and the project remains profitable
Keep team members apprised of engagement and scheduling issues on a timely basis
Demonstrate an advanced understanding of the client’s operations, accounting systems, financial condition, and the industry in which it operates
Establish and maintain a strong working relationship and demonstrate effective communication with client personnel at appropriate levels
Responsible for ensuring that deliverables and workpapers produced by team members are clear and concise and comply with firm standards
Identify and develop budget and deadline considerations and strive for adherence
Demonstrate the ability to draft a complete and accurate internal audit report which adequately documents the objectives of the audit, procedures, performed, results of procedures, overall conclusion and recommendations for improvements clearly and concisely
Responsible for managing engagement economics while meeting technical and client expectations
Consistently demonstrate ability to assume project management responsibilities including the ability for the supervision of 2-4 staff on multiple concurring projects and ensuring the engagement tasks and objectives are completed accurately and completely and that staff are appropriately utilized
Provide feedback on performance to members within the Firm’s reporting process, monitors CPE needs and requests specialized training for staff
Assist and mentor staff, actively cultivating an environment that challenges, encourages, and fosters learning
Responsible for assisting and actively participating in the development of departmental training, methodology and tools
Assist in preparation of proposals and fee estimates
Expanded involvement in firm and service line administrative duties as requested
Adhere to the Firm’s policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Advanced understanding of GAAP, GAAS and IIA standards
Experience supervising 2 to 10 or more individuals
Strong project management, independent thinking, and decision-making skills
Proven ability to manage and develop staff
Advanced understanding of financial reporting, transaction cycles, and business processes
CPA or CIA designation
5 + years or more of public accounting experience or a combination of public accounting and industry experience (internal audit and/or accounting manager/controller responsibilities)
Extensive 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
Advanced understanding of GAAP, SEC or other bases of accounting, unique or specialized accounting principles and financial statement presentations
Advanced understanding of the COSO internal control framework, Internal Audit Standards, and the Sarbanes-Oxley Act and the related requirements of Section 404

185

Accounting Advisory Services Manager Resume Examples & Samples

Consulting on complex accounting transactions
Ensuring work is performed timely, with quality, and in compliance with regulatory requirements
Engaging client stakeholders including external auditors, audit committees, and client management to identify, assess, and deliver the correct advice
Identifying regulatory and market trends that are applicable to clients and become a trusted advisor
Being active in the market, building relationships within and without Grant Thornton, and leveraging existing Grant Thornton network to identify new opportunities
Collaborating within the Accounting Advisory Service practice, across regional teams, and across functional service personnel to identify whitespace opportunities on existing clients and providing an integrated “One Grant Thornton” experience to our clients
Having an entrepreneurial mindset and contribute to growth of Accounting Advisory Services
Minimum 5 years of relevant experience in providing financial statement audits, accounting advisory services, or corporate accounting/finance center of excellence experience focusing on complex accounting transactions
Ability to work additional hours as needed and travel to various client sites
Leadership skills and ability to motivate others in face of tight deadlines or complex situations requiring on the spot thinking
Developmental skills to train and mentor team members
Accounting standards including ASC 606 and/or ASC 842
Complex debt, equity and employee compensation topics
IPO process or other capital transactions such as debt offerings or private placements
Organizational restructuring including acquisitions, carve-outs or spin-offs and post deal accounting
GAAP conversions
Financial instruments

186

Advisory Services Manager Resume Examples & Samples

Report to an EY senior manager and/or PPEDD
Support EY management in global execution of our M&E engagements
General review work and prepare quality client deliverables
Be direct point of contact for key client personnel on engagements
Demonstrate solid understanding of client’s business and be able to speak to technical issues/risks
Proactively communicate concerns or issues to engagement leaders with recommended solutions
Stay up to date with industry guidelines/standards, issues and trends
Contribute to pursuits, sales and preparation of proposals, including the development of scope, budget and fees
Manage engagement financial metrics and billings
Manage engagement resources
Supervise and develop staff/senior personnel
Prepare for and present at audit review meetings
Participate as a counselor to provide career guidance, development and mentoring of staff/senior level personnel
Participate in internal firm initiatives
Lead team members in project management and successful engagement delivery
Collaborate with team members to set goals and responsibilities
Contribute ideas/opinions to the audit teams and listen/respond to other team members' views
Consistently reinforce and integrate EY values
Take responsibility and accountability for personal development
Minimum 5 years industry experience
Bachelor's degree in accounting; master's degree preferred
Proficient in Microsoft Office applications (e.g., Excel, Word, PowerPoint)
Attention to detail and ability to multi-task
Strong organizational skills and discipline
Demonstrated leadership and teaming skills
Excellent project planning skills
Integrity, maturity, dependability, and a positive professional attitude
A valid driver's license in the US
Bilingual in English/Spanish not required but a plus; Portuguese also a plus
Candidates should have a related professional certification such as Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA)

187

Advisory Services Manager Resume Examples & Samples

Implementation experience in Sales and Operations Planning/Integrated Business Planning (S&OP/IBP)
Hands on, fully cycle implementation experiences with tools like SAP APO in one or more of the functional areas (DP, SNP, PPDS and GATP) or Kinaxis or OM Partners or JDA
SCP implementation methodology expertise and experience
Ability to drive requirements, facilitate client workshops, design sessions, discussions and interviews
A BS, MS, MBA or PhD degree in business, engineering, science or related field is desired. Advanced

188

Advisory Services Manager Resume Examples & Samples

Leverage deep knowledge in distribution operations and warehouse management to support engagement teams and practice development
Leverage broad knowledge in logistics related modeling and analytics, including network design, to support engagement teams and practice development
Extensive experience with distribution operations, including warehouse process improvement, warehouse layout and design leveraging Autocad or similar software, slotting optimization, application of material handling equipment and automation to warehouse operations, and fluency with one or more warehouse management systems
Broad experience with modeling and analytics as applied to logistics, including network modeling and optimization (preferably using Llamasoft Supply Chain Guru), transportation modeling, warehouse process modeling, and general analytics using tools such as Excel and Tableau

189

Advisory Services Manager Resume Examples & Samples

Bachelor’s degree in Human-Computer Interaction or related discipline (e.g., Human Factors, Information Studies, Communication, Psychology, Sociology or Computer Science)
A minimum of five years’ experience conducting user-experience research and analysis
Writing, publishing and conference-level presentation experience
Master’s degree and/or experience working in the financial services industry and/or the professional services industry is a plus

190

Advisory Services Manager Resume Examples & Samples

Strong understanding of Identity Access Management concepts
Hands on experience in end to end implementation of any IAM tool
Should have completed at least 8 – 10 implementations
Strong industry focus
Capability of understanding the business requirement and converting that into design
Graduates /BE / M Sc (Stats, Maths, Computer Science) / MBA with background in computer science and programming /MCA with 5 to 8 years of experience
Fair knowledge on information security standards and regulations

191

Advisory Services Manager Resume Examples & Samples

Works with clients to deliver technology transformations in the way they process and deliver their services within the organization and to consumers
Provides hands-on development of applications across the enterprise, digital and portals, user interface and design, core processing, data analytics and storage
Participates across all phases of the software development life cycle in an agile/scrum development environment, which supports incremental development of high-quality, fully tested application component delivery
Works with business organizations to solve their most complex technology issues
Build scalable, distributed, multi-threaded Java applications and tools using various technologies
Manage, develop and mentor a team of technical experts
Manage development of Java services for custom applications and package integrations
Collaborate with peer groups for architecture and delivery discussions/decisions
Work with build teams to enhance continuous integration techniques, including build automation, test automation and deployment
Lead design, development and code reviews
Manage quality of deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements
Adopt a logical and organized approach to problem resolution
Clearly articulate both problems and proposed solutions
Learn and quickly adapt to changing requirements
Proactively identify issues and present solutions and options
Bachelor’s degree in Computer Science, Engineering, Technology, Industrial Administration, Business or a related field
Minimum of 5 years of related experience
3 years of relevant experience working at a financial services company or comparable experience working as an advisor to a financial services company
3 years of experience working at or advising a property and casualty insurance carrier
2 years of experience managing and supervising a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
Proficiency in Java and its ecosystems
Solid understanding of object-oriented programming
Experience with various design and architectural patterns
Skills in writing reusable Java libraries
Skills in SQL
Knowledge of concurrency patterns in Java
Experience with concepts of MVC, JDBC and RESTful
Experience with Java GUI frameworks such as swing
Experience with AngularJS, jQuery, HTML5
Flexibility to work on ad hoc tasks depending on requirements
Desire to work in computer-related career in which >80% of time is spent working on system-related activity: software configuration, development, workflow design, process design, analysis and quality assurance
Proficiency in the English language, including the ability to listen, understand, read and communicate effectively both in writing and verbally in a professional environment
Proficiency with MS Office, including MS Excel, MS Word and MS PowerPoint
Certifications are encouraged
Flexibility and willingness to travel (0%-25%) as well as work in excess of standard hours when necessary

192

Advisory Services Manager Resume Examples & Samples

Lead customer focused programs across sectors, delivering measurable improvement in putting the customer at the centre of activities utilising the extensive experience and methods of our global consulting group
Support the Partners and Directors in development and promotion of our Customer practice both externally and in conjunction with the broader Advisory Practice
Develop full scale operational and organisational transformations across the client’s organisation with a particular focus on their customer outcomes and functions
8+ years experience in a relevant industry/consulting role, working on numerous projects
Have the ability to coach and lead a team
Be self-motivated and organised
A positive attitude and keen willingness to learn, demonstrating flexibility and accountability
The ability to help with Business Development
Exceptional analytical and report writing skills
Effective stakeholder management and communication skills
A Digital background will also be well regarded

193

Business Advisory Services, Manager Resume Examples & Samples

Drive successful implementation of large-scale EAM projects though effective management of resources, timelines and scope
Establish project management plan to ensure fulfillment of Grant Thornton and client requirements, identifying key performance indicators and managing costs, operational budgets, schedules and resource requirements
Assess project health by analyzing key performance indicator trends and forecasts, identifying significant changes or deviations, communicating status to stakeholders and mobilizing accountable resources to take action as needed to accomplish project objectives
Design and execute skill-based resource plans which effectively balance in-flight and forthcoming workloads
Facilitate adherence to standard project management methods, procedures and activities by training and mentoring less experienced project team members
Maintain contact with senior client management and managers of other applicable departments engaged in related projects to develop strong and mutually beneficial business relationships
Participate in design and execution of Grant Thornton business strategy on sales pursuits to attain goals and objectives including preparation of project schedules, cost estimates and statements of work
Bachelor's Degree from an accredited four-year college or university.· Professional Project Management (PMP) Certification preferred.· Minimum 10 years of relevant industry or consulting experience.· Minimum 5 years of experience in EAM commercial off the shelf package software functional design, configuration, implementation, and support.· Extensive experience with implementing project methodologies and managing the all projective activities throughout the project life cycle.· Extensive experience with workshop planning, leadership and facilitation.· Experience managing multiple team members and resources over the course of large, multi-year projects.· Experience with managing project financials budgets, forecasts and earned value analysis.· Experience with implementing and managing Risk Management, Change Control, and Project Quality programs.· Experience with implementing and managing a Data and Cyber Security program.· Experience with asset management, work management, materials management and purchase to pay EAM processes.· Experience with EAM test cycle including functional, system, integration and user acceptance testing.· Experience and confident in dealing with internal clients across all levels of the business
Strong working knowledge of Microsoft Office (Outlook, Excel, PowerPoint and Word), Microsoft Project and Microsoft Visio.· Working knowledge of EAM applications

194

Advisory Services Manager Resume Examples & Samples

Demonstrate in-depth technical capabilities and professional knowledge in your functional area of overall supply chain planning. Demonstrate ability to quickly learn new processes and uncover new offering that may assist current customer base
Drive high-quality work within expected timeframes and on budget. Monitor progress, manage risk and ensure clients are kept informed about progress and expected outcomes
About 5 years of experience in supply chain consulting environment
Bring your expertise, focusing on a supply chain demand and supply planning, to assist clients achieve a fully optimized value chain
We would expect for you to be available to travel outside of their assigned office location at least 80% of the time. Successful candidates must work in excess of standard hours when necessary. A valid driver’s license and passport is required

195

Advisory Services Manager Resume Examples & Samples

Experience executing project plans on large, complex engagements from analysis through implementation, preferably as a work stream lead supervising junior staff
Minimum of 4 years relevant experience in: Information assurance, Cyber security, Risk management IT and application controls, leading standards (e.g. COSO, ERM, FISCAM, FISMA, NIST), IT technologies (e.g. Window, UNIX, Oracle, Mainframe), preparing written or verbal materials, presenting project results to clients, leading a team, providing formal feedback
Must be able to obtain and maintain a secret clearance or higher, which will be driven by the engagement requirements

196

Advisory Services Manager Resume Examples & Samples

Develop IAM strategies, architectures, use cases, test and implementation plans
Define business processes and policies related to IAM
At least 8 years of professional experience in cyber security related roles – ideally with a Big 4 background or large IT/Security professional services firm in Australia/or within the Australian market
Implementing or architecting IAM solutions such as SailPoint, CyberArk, Thycotic, RSA, Oracle, 1IM, CA Identity Manager, IBM, Forge Rock, or IDaaS providers highly regarded
Performing current state assessments of IAM, including bench marking/maturity assessments, developing strategies and road maps for improvement
A comprehensive understanding backed by demonstrable experience of implementing the IAM control set, including Segregation of Duties, Role Management, Attribute based access control and risk based authentication models, across people, process and technology levels
Owning the development of client deliverables and technical content
Have a drive to build a team and grow your cyber security career to the next level

197

Advisory Services Manager Resume Examples & Samples

Collaborating, leading, mentoring and coaching team members and delegating relevant responsibilities to Performance Improvement team colleagues
Building strong external relationships and promoting business opportunities to other areas of the business
Anticipating our clients’ needs and provide compelling strategic insights by constantly updating and sharing your consumer industry knowledge on the latest trends and leading practices
Great communication and influencing skills
Responding to complex issues in a wide range of subjects including consolidation, margin pressure, rising commodity prices, new regulations, global competition and breaking into new markets
Support and coaching from some of the most engaging colleagues in the industry

198

Business Advisory Services Manager Resume Examples & Samples

Bachelor's degree in Accounting
6+ years of experience gained within a public accounting firm
Demonstrated teamwork and leadership skills
Outstanding analytical, organizational and project management skills
Knowledge of Profx, Caseware, and Go File Room

199

Advisory Services Manager Resume Examples & Samples

A minimum of 5 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry
Bring your significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) Service Organization Controls Reporting engagements; and/or (d) ERP security and control reviews (Oracle, SAP, PeopleSoft)
We would expect for you to be available to travel outside of their assigned office location at least 50% of the time, plus commute within the region (where public transportation often is not available). Successful candidates must work in excess of standard hours when necessary. A valid passport is required

200

Advisory Services Manager Resume Examples & Samples

Brief the engagement team on the client's IA environment and trends
A minimum of 5 years of experience working as an IA auditor or IA risk adviser for a public accounting firm, a professional services firm, or within industry
Bring your significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) assessing internal controls frameworks, including testing of design and operational effectiveness. (b) developing risk remediation strategies. (c) performing and interpreting gap analysis (d) experience in Enterprise Resource Management and related risk analysis, process analytics, and business intelligence

201

Advisory Services Manager Resume Examples & Samples

Providing guidance and knowledge, participating in performing procedures focusing on complex, judgmental, and/or specialized issues
Working with the team/client to create plans for accomplishing engagement objectives. Making sure the strategy complies with professional standards and addresses the inherent risks
Briefing the team on the client’s IT environment and industry IT trends
Maintaining relationships with client management, managing expectations around work products, timing, and deliverables billing
Demonstrating a thorough understanding of complex information systems and the client’s business/industry
Demonstrating excellent project management skills, inspiring teamwork and responsibility with team members. Using current technology/tools to enhance the effectiveness of deliverables and services
Solid experience leading IT internal audit, external audit, service organization control reporting and/or IT internal controls engagements and assisting with business development activities within financial services

202

Advisory Services Manager Resume Examples & Samples

Play an active role in counselling and mentoring junior consultants within the organization
Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Manage expectations of client service delivery
Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop relationships with team members across all EY practices to serve client needs
Associate of Casualty Actuarial Society, Fellowship preferred
Willingness to travel 30% to meet client needs
Ability to understand and persuade on complex subjects both in writing and verbally

203

Advisory Services Manager Resume Examples & Samples

Demonstrate technical capabilities that support the insurance technology system implementation process. Remain current on new developments in services capabilities and industry knowledge
Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities. Team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
Proficiency in one or many of the following competencies

204

Advisory Services Manager Resume Examples & Samples

Solid UX skills, with the ability to iterate through conceptual ideas and effectively communicate conceptualizations using sketches, storyboards, wireframes, user flows, interactive prototypes, data visualizations. Candidate should have a portfolio showcasing past work across various types of digital media
Significant experience with creating designs, from concept through prototyping, with one or more of the following programs or technologies – Adobe Creative Suite, Axure, InVision, Keynote, OmniGraffle, Sketch, or other relevant technologies
Ability to provide strategic design direction, working with engagement team to manage client expectations in line with creative vision
Cross-functional experience working with both internal and 3rd party development teams, such as creative agencies
Ability to foster an innovative and inclusive team-oriented work environment. You’ll play an active role in counselling and mentoring junior level consultants by providing structured and on-the-job feedback
A valid passport and US driver’s license; willingness and ability to travel estimated 80% both domestically and internationally

205

Advisory Services Manager Resume Examples & Samples

Ability to act as an advocate and leader in the strategic design process of projects, owning the overall Customer Experience / Digital Strategy and execution. Lead the development of customer personas, journey maps, and roadmaps as part of the overall future state vision
Knowledge of design thinking techniques and the ability to solve complex business problems with simple, industry-leading experience and design solutions
Ability to provide strategic direction, working with engagement team to manage client expectations in line with the overall digital and customer experience vision
Experience translating business requirements and goals, end user needs and inputs from cross-functional teams into differentiated design solutions
Demonstrated in-depth technical capabilities and professional knowledge of digital media
Ability to foster an innovative and inclusive team-oriented work environment. You’ll play an active role in counselling and mentoring junior level consultants within the organization by providing structured and on-the-job feedback

206

Trade Advisory Services Manager Resume Examples & Samples

Oversee business development and implementation of the DB Schenker Trade Security Services to clients, providing direction and guidance on trade security regulations, best practices and trade security service offerings
Reach out to DB Schenker customers to sell and manage DB Schenker Trade Security Services
Develop, implement, and manage computerized applications and processes for the exchange of information necessary to Trade Security Services
Manage DB Schenker’s Trade Security Services Provider Partners
Ensure billing and allocation of costs for Trade Security Services
Keep current with all relevant trade security regulations and requirements
Communicate detailed Trade Security Services and regulations, as required
Respond to inquiries regarding Trade Security Services
Bachelor’s degree in a business-related field, or equivalent work experience, is required
3-5 years of previous work experience in Trade Security is required
Exceptional interpersonal, problem solving, communication, organization, presentation, and analytical skills required
Previous experience in a leadership position is strongly-preferred

207

Advisory Services Manager Resume Examples & Samples

Mergers and Acquisitions
Customer Analytics and Predictive Modeling
Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization. Provide constructive on the-job feedback/coaching to team members
Assist clients in tackling unique and complex business issues through your experience, innovative solution development, leadership and a strong EY support team
Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/ present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
Bachelor’s degree in Actuarial Science, Mathematics, Statistics or other related major
Approximately 5+ years of relevant experience, including at least 2 years of people and/or project management
Fellow of the Society of Actuaries
Proficiency with spreadsheets and actuarial software such as AXIS, Prophet, ALFA, MoSes, VBA and/or C++
A proven ability to manage time while working on multiple, often shifting, projects, and the confidence to work both collaboratively and independently under pressure
Excellent analytical and project management skills, along with a creative approach to overcoming challenges
Excellent communication skills, including the ability to understand and persuade on complex subjects both in writing and verbally

208

Advisory Services Manager Resume Examples & Samples

A minimum of 4 years of strategy consulting experience (both quantitative and qualitative)
A degree (graduate degree preferred) from a leading university in business administration or a quantitative discipline
The ability to take abstract questions and issues and structure them into manageable, specific work streams and deliverables
The ability to travel (up to 80%)

209

Advisory Services Manager Resume Examples & Samples

Develop relationships with clients through consistently delivering quality client services within expected timeframes and on budget. Communicate in an open and honest way that quickly builds trust and respect
Maintain long-term relationships and networks with both clients and team members across all EY practices
Bachelor's degree and approximately 5 years of related work experience at a financial services or consulting company; or a graduate degree and approximately 4 years of related work experience

210

Advisory Services Manager Resume Examples & Samples

Change management
Lead teams to assessing and identifying improvements for claims organizations including facilitating client workshops, writing assessment documentation, creating recommendations, and related work products
Manage and motivate client engagement teams with diverse skills and backgrounds. Foster an innovative and inclusive team-oriented work environment
Foster relationships with client personnel to cultivate business development opportunities. Drive high-quality work products within expected timeframes and on budget
Bachelor's degree and approximately 4 years of related work experience at a P&C insurer or comparable consulting experience; or a graduate degree and approximately 3 years of related work experience

211

Category Advisory Services Manager Resume Examples & Samples

Leverage broad-based business knowledge, sound data analytics and consumer insights expertise to influence assortment, pricing and promotional strategies and choices. Identify and execute category growth ideas
Collaborate with broader Clorox multi-functional team to design business plans that drive category growth while enabling Clorox volume and profit targets. Collaboration will include consumer research, in-store conditions, shopping behavior, etc
Own and influence Retailer shelving decisions
Leverage Retailer POS to mine growth opportunities for Clorox and Retailer
Key Retailer resource for market trends, shopper/consumer insights, tactic effectiveness (price, product, placement and promotion) and category scorecarding/dashboarding
Position is on-site at the Retailer 3-4 days/week in the Charlotte, NC area
Minimum of 5 years category management and analytical experience with a major consumer packaged goods manufacturer. Major retailer selling experience preferred
Advanced knowledge of data analytics, shelving software, Spectra, Syndicated/Panel Data and Advanced Excel. Tableau and InfoScout knowledge is a plus
Strong expertise in integrating consumer, customer, and competitive knowledge to provide a holistic perspective of the marketplace
Ability to collaborate in multi-functional team setting, working synergistically with others and exhibiting respect and positive attitude
Ability to persuade internal and external business partners using sound data analysis and keen understanding of business issues
Strong integrity and ability to maintain confidentiality even within Clorox organization
Objective data analysis and interpretation experience

212

Advisory Services Manager Resume Examples & Samples

Deep Agriculture sector knowledge across a number of ecosystems (dairy, seed, agrochemical, etc.)
Ability to establish relationships with client personnel at various levels
Understanding of current business and industry trends relevant to the client's business
Strong technical capabilities and professional knowledge along with the ability to quickly assimilate new knowledge
Lead engagement teams, interface directly with clients, and perform project management functions
Perform analysis on subsets of client data and assess data availability, adequacy and quality
Ability to identify potential business opportunities for EY within existing engagements as well as understanding of our full service line offerings
Develop internal relationships within Advisory and ability to assist with proposals and new business development
Bachelor's degree and a minimum of 5+ years of related work experience at an agribusiness company; or
Graduate degree and approximately 4+ years of related work experience at an agribusiness company; or
Degree in finance, accounting, supply chain, marketing, or a related field; or
Minimum of 3+years’ experience working as an advisor to Agribusiness companies; or
Degree in finance, accounting, supply chain, marketing, or a related field; MBA or MS degree with specializations in agronomy and agriculture preferred
Ability to manage, supervise and build an effective team of consultants through all phases the project life cycle, including requirements definition, design, configuration / implementation, conversion and testing
Experience in change and project management involving finance, strategy and/or supply chain transformation projects
Excellent presentation and analytical skills as well as Proficient IT Skills (MS Word, MS Excel and MS Power Point)
Dairy/Livestock, Ag Processing, Fertilizer, Ag Equipment, Seed and Crop Protection, Ag Retail

213

Advisory Services Manager Resume Examples & Samples

Fostering relationships with client personnel at appropriate levels. Consistently delivering quality client services. Driving high- quality work products within expected timeframes and on budget
Monitoring progress, managing risk and ensuring key stakeholders are kept informed about progress and expected outcomes
Managing expectations of client service delivery
Staying abreast of current business and industry trends relevant to the client's business
Effectively managing and motivating client engagement teams with diverse skills and backgrounds. Providing constructive on- the- job feedback/coaching to team members
Fostering an innovative and inclusive team- oriented work environment. Playing an active role in counselling and mentoring junior consultants within the organization
Cultivating and managing business development opportunities. Developing and maintaining long- term client relationships and networks
A bachelor's degree and approximately five years of related work experience; or a graduate degree and approximately four years of related work experience
A minimum of four years’ experience providing advisory services with a strategic focus in helping clients achieve transformational value by improving performance and mitigating risk through the use of analytics solutions
Analytics engagement leadership experience including: ability to lead a team of consulting professionals, providing regular status updates, and monitoring project economics and hands on technical expertise as well as managing client relationships
Must have experience working with ETL and proficiency in at least 2 of the following analytics tools; ACL, Tableau, Spotfire, Microsoft SQL Server, SPSS, SAS, and R
Engagement leadership experience including: managing junior level consulting staff, providing regular status updates, monitoring project economics, as well as managing client relationships
Strong analytical and problem- solving skills as well as excellent oral and written communication skills

214

Advisory Services Manager Resume Examples & Samples

Designing, Architecting, and Developing solutions leveraging big data technology (Open Source, AWS, or Microsoft) to ingest, process and analyze large, disparate data sets to exceed business requirements
Unifying, enriching, and analyzing customer data to derive insights and opportunities
Leveraging in-house data platforms as needed and recommending and building new data platforms/solutions as required to exceed business requirements
Clearly communicating findings, recommendations, and opportunities to improve data systems and solutions
Demonstrating deep understanding of big data technology, concepts, tools, features, functions and benefits of different approaches
Seeking out information to learn about emerging methodologies and technologies
Clarifying problems by driving to understand the true issue
Looking for opportunities for improving methods and outcomes
Applying data driven approach (KPIs) in tying technology solutions to specific business outcomes
Collaborating, influencing and building consensus through constructive relationships and effective listening
Solving problems by incorporating data into decision making
A bachelor's degree and approximately six years of related work experience; or a master's degree and approximately five years of related work experience
At least five years hands-on experience with various Big Data technologies in one or more ecosystems: Open Source, Microsoft, or AWS

215

Advisory Services Manager Resume Examples & Samples

Working in project teams through agreed upon phases of project governance, requirements definition, vendor selection, risk analysis, customization, testing, training and rollout of a client's project lifecycle
Leading team members in developing applicable methodologies, tools, approaches, points of view, thought leadership and accelerators to differentiate EY in the Digital and Emerging Technology Advisory market
Providing broad technical and functional knowledge of various key technology and business platforms
Teaming with client technology professionals, and third-party strategic alliances
Developing long-term relationships and networks both internally and externally
Interacting and communicating effectively with teammates, clients, stakeholders, and executives
Bachelor's degree and 5 or more years of related work experience
4 or more years of experience in at least three of the following areas with a focus on The Internet of Things and XaaS: solution architecture, ERP software solutions, CRM software solutions, e-commerce, content management, big data and analytics, digital supply chain, cloud technology delivery, web development, social media integration and solutions, social experience management and search, knowledge management software, user experience and design, emerging collaborative solutions including content management and enterprise data migration
3 or more years of significant technical and functional experience in at least one of the following platforms: Microsoft Office 365, Microsoft Azure, or SharePoint; Customer solutions such as Dynamics, Salesforce, or Sprinklr; Digital Content Management Solutions, such as Adobe, SiteCore, WordPress, Hippo or Drupal; Enterprise solutions, such as GE (Proficy), JDA, NetSuite, or SAP Hybris; and Mobile technologies such as iOS and Android OS
Knowledge of leading practices, benchmarking, peer company environments and prior advisory experience relevant to industry specific business and technology functions

216

Advisory Services Manager Resume Examples & Samples

Maintain long-term client relationships and networks and support business development opportunities
A minimum of five years of post-Bachelor’s work experience (or four years for a Master’s degree); three years of relevant work experience at a design agency or financial services company or comparable experience working as a consultant in a professional services firm delivering digital advisory services
A solid understanding of designing intuitive site functionality, interaction, site architecture, user interfaces and navigation
An understanding of the creative life cycle from creative ideation to visual specifications development and technology handoff

217

Advisory Services Manager Resume Examples & Samples

Experience providing packaged the following CRM solutions; Salesforce.com, MS Dynamics, Seibel, CRM OnDemand
Proven experience working on small to medium sized operations and technology change initiatives or system implementations with ”brand name” consulting firms or internal consulting organizations at leading corporations
Understanding of key technology and services vendors and products supporting the mortgage, consumer and wholesale banking value chain
You will likely spend a significant amount of time onsite with our clients. As such, you must have the ability to travel. This travel can be as much as 80% to 100% of a work week. Travel may be international. In addition you must have a driver’s license as many clients are not within range of public transportation

218

Advisory Services Manager Resume Examples & Samples

SAP software solutions – Underpinned with strong functional process knowledge and an ability to contextualise technology and deliver business value
Designing and delivering SAP solutions (incl. evidence of displaying thought leadership) in one or more of the following areas
Experience in complex SAP delivery
A progressive approach to SAP implementation, experience of SAP solution architecture
An understanding of the SAP roadmap and industry trends
SAP FICO: experience with hands-on system configuration for the modules of FI and CO (ideally)
Strong understanding of other SAP modules and Finance processes and dependencies
Experience in designing RICEFWs, building, testing and supporting Interfaces in the space of: HR, Banking, Revenue, Budget and Forecasting

219

Advisory Services Manager Resume Examples & Samples

Leading large-scale client engagements while consistently delivering quality client services within expected time frames and within budget
Bachelor's degree and at least 5 years of related experience; or a graduate degree and at least 4 years of related experience
Experience in financial assurance on banks or capital markets services, including analysis on accounting and regulatory policies applied in financial statements and regulatory reporting
Knowledge of trade life cycle, key controls and reconciliations, starting from transaction capture to aggregation/consolidation to financial and regulatory reporting
Regulatory knowledge and industry insight that can be applied to serve clients within the context of enterprise risk. This includes direct knowledge of key regulations, including the Enhanced Prudential Standards, Heightened Standards, Dodd-Frank and the resulting implications to enterprise risk governance requirements
Experience developing and maintaining a risk management control framework and/or performing internal control reviews

220

Advisory Services Manager Resume Examples & Samples

A bachelor’s degree and around 5 years of work experience with financial crimes issues from industry, consulting, or government; or a graduate degree and 4 years of related experience
A degree in political science, economics, finance, accounting, business, or a related discipline
Analytical skills understanding money laundering trends, sanctions risk, and other financial crimes
Strong proven communication skills demonstrated through effective writing and presentations to clients and internal stakeholders
Effective leadership, project management, and teamwork skills
An understanding of financial products and services related to depository institutions, wholesale banking, insurance, asset management, securities, financial technology, and private equity

221

Advisory Services Manager Resume Examples & Samples

Leading fieldwork and providing project management oversight by driving high-quality work products within expected timeframes and on budget
Bachelor's degree in finance, economics, accounting, engineering or a related discipline and at approximately 5 years of related work experience
Approximately of 3 years of relevant experience in the financial services industry with either a consulting firm, internal consulting organization, or within market risk, counterparty risk, or related areas at leading financial services institutions
Excellent communication and negotiation skills and a collaborative approach to management
A 'go-getter' attitude, prior consulting experience and technical knowledge of financial products across interest rates, FX, credit, equities and commodities
Experience with risk and capital processes and regulatory requirements, including market and counterparty risk measurement, xVA, Basel capital requirements and stress testing

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Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

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Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

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Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

Advisory Services Manager Resume Examples & Samples

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