Advisory Services Resume Samples

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D Emmerich

Delores

Emmerich

31326 Shanahan Fort

Phoenix

+1 (555) 295 8333

31326 Shanahan Fort

Phoenix

Phone

p +1 (555) 295 8333

Experience Experience

Philadelphia, PA

Advisory Services

Philadelphia, PA

Ritchie Inc

Philadelphia, PA

Advisory Services

Assist line manager in general business development
Work effectively as a team member, sharing responsibility, providing support, maintaining communication and updating
Manage Data Services Development, QA and Production Environments
Develop processes to manage and maintain meta data
Support/Lead and provide guidance over a broad area of technical architecture design and use and on all stages of technical development life cycles
Interface directly with clients and perform project management
Manage data movement audit and error management processes

Philadelphia, PA

GDS Advisory Services

Philadelphia, PA

Osinski-McLaughlin

Philadelphia, PA

GDS Advisory Services

Manage the performance management for the direct reportees, as per the organization policies
Develop and maintain productive working relationships with client personnel
Create, delete, manage Oracle Database
Help senior team members in performance reviews and contribute to performance feedback for staff/junior level team members
Work effectively as a team member, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
Troubleshoot OUAF Related issues such as app servers not starting properly, threadpoolworkers not processing batch jobs, packages not installing properly
Assist both local and onsite resources with technical issues

present

Boston, MA

Advisory Services Performance Improvement

Boston, MA

Reynolds LLC

present

Boston, MA

Advisory Services Performance Improvement

present

Develop people (Manager). Provide constructive on-the-job feedback/training. Foster an innovative and team-oriented work environment
· Assume responsibility for the successful execution of project work under the supervision of a Senior Manager
Create long term, trusted advisor relationships with senior client management
Conduct performance reviews and contribute to performance feedback for staff
· Assume responsibility for the successful execution of project work under the supervision of a Manager
Assist with review, improvement, and assessment of supply chain & procurement functions
Work effectively as a team member, sharing responsibility, providing support, maintaining communication, and updating senior team members on progress

Education Education

Bachelor’s Degree in Professional Standards

Georgetown University

Bachelor’s Degree in Professional Standards

Skills Skills

Knowledgeable with Oracle CC&B development and functionalities
Exposure to S/4 HANA Finance – GL Accounting, New Asset Accounting and CO – Cost Element Accounting & Profitability Analysis
Good knowledge of MVC and hybrid patterns for UI and mobile application development
Knowledge of TOGAF framework is desirable
Ability to establish personal credibility quickly and demonstrate expertise
Prepare quality deliverables as per designated project timelines
Provide broad functional knowledge of key ERP business modules to clients
We are looking for Testing Professional with expertise on testing in ERP, Customer Information Systems and Billing, Asset Management, Insurance, Power & Utilities, Financials
Proficiency with MS Office Suite including Excel, Word, PowerPoint, Visio, and Project; understanding of building data visualizations with a strong understanding of appropriate chart types to use to highlight patterns in the data, using tools such as Tableau, Spotfire, QlikView
Understand and develop real estate portfolio optimization strategies, workplace strategies to promote optimization of portfolio and enhanced workforce enablement, governance frameworks to promote effective policies and business transparency, leading practices and ability to map business processes, real estate and facility management workforce/operating models to promote effective operation, and sourcing and IT RFI/RFP materials to support procurement initiatives

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15 Advisory Services resume templates

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Associate, Advisory Services Resume Examples & Samples

High School diploma required, college degree preferred
Minimum 3 years brokerage or investment advisory industry experience
Demonstrated skills in organization, strong attention to detail, and the ability to meet deadlines
Thorough knowledge of SEC/FINRA/NYSE rules and regulations as well industry procedures
Demonstrated skills in negotiating, conflict management, and decision making; with the ability to deal with all levels of branch and firm associates
Communicate complex compliance issues, policies and procedures, in a credible and convincing manner. Also able to identify, correct and/or escalate disciplinary issues
Ability to apply critical thinking,using logic and reason to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Head of Business Advisory Services Resume Examples & Samples

Perform all management responsibilities around the European Business Advisory practice including business plans, budgets and talent management
Act as a member of the Global Business Advisory content team and assist in creating and disseminating Citi’s flagship industry evolution and benchmark annual surveys
Own the European thought leadership agenda that gets delivered in addition to the global flagship pieces and ensure that Citi realizes the benefit of that content working with senior management, relationship managers, sales, product, services and marketing leads in the region
Leverage global consulting resources and act as the regional point person for the broader global team
Build out local consulting team capabilities in a manner that optimally addresses the business needs of Citi’s European stakeholders
Identify, prioritize, shape and deliver strategic and tactical consulting projects that could lead to monetization opportunities for the firm
Represent Citi and our views on the hedge fund industry at proprietary thought leadership events, in the press and at industry conferences as a keynote speaker, moderator or panelist
Create content relating to the hedge fund industry for senior Citi executives as required
Ability to conduct primary research across an extremely senior constituency and independently author thought leadership content & shape content-led events
Strong presentation skills including an ability to create content-rich decks and deliver insights in one-on-one discussions, group sessions and to large audiences
Professional consulting skill set able to recognize how to use project work to achieve business development goals and shape individual engagements
Knowledge about the hedge fund industry and the trends impacting its development

Global Treasury Advisory Services Resume Examples & Samples

Prepare products/deliverables meet contract/ work plan specifications and deadlines
Support the development of tools and methodologies for project delivery
Participate in meetings and interviews with client treasury personnel
Develop client deliverables and engagement documentation
Develop, tracking and managing actual engagement economics versus the budget
Support the development and management of the relationships with external and internal (EY) clients
Participate in the proposal development process for prospective treasury engagements
Certified Treasury Professional (CTP) certification is a plus
Treasury organizational structure
Debt and investment management
Hedge accounting
Good listening skills, inquisitive nature, intellectual curiosity and self-starter qualities
Ability to interface with all levels of management (EY and clients)
Experience working on multiple projects under tight deadlines

Global Treasury Advisory Services Resume Examples & Samples

Business requirements and gap analysis
Blueprint (mapping) and integration workshops leading to design documents
Process flows and detailed process design documentation
Master data definitions
Data migration strategy
End-user training and support
Bachelor's degree and approximately 5 years of related work experience
Treasury organizational structure and transformation
Strong sales, presentation and client management skills
Strong training and mentoring skills

UKI Commerical Advisory Services Resume Examples & Samples

Being a true business advisor to the client and establish yourself as a key client contact; Understanding key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
Project manage teams and work closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the UK and internationally to form, co-manage and participate in multi-disciplinary teams
Ability to collect and utilise relevant business and industry information and to analyse this information effectively by applying strategic and commercial analysis techniques
Ability to plan, deliver, structure, write and present work against tight deadlines
Share your technical and other knowledge with your team and the department
Have a strong track record in executing and managing research and analysis of companies and markets, with commercial due diligence experience
Have strong commercial experience and/or relevant industry or transaction experience; in one or more of the following sectors: Technology, Media and Telecoms (TMT), Products and Services, Life Sciences, or Consumer Goods
Have Business Development experience
Have project management skills
Knowledge of European languages
Bachelors or equivalent required
MBA in a strategy related degree

Manager, Special Loans & Advisory Services Resume Examples & Samples

Apply a continuous-improvement approach to achieving superior client experience
Demonstrate a commitment to take ownership of client problems at first point of contact
Demonstrate commitment to ensure clients are treated with respect, a highly professional empathetic approach is used and good working relationships are maintained
Develop and manage a personal development plan that ensures skills/knowledge/ accreditations are up-to-date and meet position requirements
Participate in bank and/or industry focused events
Practice recognition and reward with team and RBC partners to reinforce and reward client-focused behaviour
Previous credit skills with a high degree of proficiency, preferably GRM experience, but at a minimum 3 years commercial banking account management experience
Communication & Coaching - 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 - Analytical Thinking; Breakthrough Thinking; Conceptual Thinking; Strategic Business Sense
Strong Negotiating Skills
In-depth knowledge of RBFG Risk Policies, procedures & practices, Folios etc
Strong Risk assessment & analysis skills
Proficiency with Bank technology
LI-KO1

Advisory Services Resume Examples & Samples

A minimum of 5 years of experience working in the financial services industry or comparable experience working as an advisor to a financial services company; preferably with a strong consulting background in banking, asset management, capital markets or insurance
Experience on strategic consulting engagements developing detailed, compelling and analytical PowerPoint/Excel/Word/Visio deliverables to convey complex thoughts and ideas to various stakeholders
Ability to describe complex problems and circumstances in a clear, concise and summarized manner to an executive audience
Ability to use knowledge the current IT environment and industry IT trends to identify the engagement and client service issues and communicate this information to the engagement team and client management through written correspondence and verbal presentations
Knowledge of key IT management processes and industry frameworks (e.g. CMMI, COBIT,ITIL, Six Sigma, ISO 2700x, TOGAF, project management life cycles, systems development life cycles, PMBOK, Prince2, data center operations, etc)
A willingness to travel to meet client needs
Enterprise IT Strategy Development
Insurance Technology Strategy Development
IT Governance
Resource Capacity Management

EY Advisory Services Performance Improvement Resume Examples & Samples

Excellent academic background, including at a minimum both a bachelor and a master degree majoring in Business Administration, Finance, Economics, Accounting, Supply Chain, Engineering, Operational Research,
Previous working experience of at least 2 years gained through performance improvement consulting
Professional certifications (e.g. Lean/Six Sigma certification, project management certification, etc) will be considered an asset
Excellent written and oral communication skills both in Greek and English
Experience of working in a deadline-driven environment
Candidates should have proven experience and ability to provide subject matter expertise in some of the following areas
Helping clients unlock customer value through organizational and strategic changes, improving customer service, enhancing performance and increasing operational efficiency
Helping organizations achieving strategic alignment of their finance organization, implement service and cost-improvement initiatives
Helping clients to analyze, design and implement recommendations to solve complex challenges throughout their value chain (supply chain and operations)
Developing and implementing performance strategies

Fixed Income Client Advisory Services Resume Examples & Samples

Provide proactive investment advisory services across fixed income to Client Advisors (CA), other product partners internally as well as directly to Wealth Management clients through Client Advisory Services. Other asset class products are also encouraged for holistic view
Work closely with CA to ensure proactive and efficient client coverage
Provide comprehensive financial services or expert input for investment decisions based on subsequent analysis of markets, the client's financial situation; with due regard for the risk profile and regulations and the relevant environment
Provide appropriate support by giving advice, information and training to stakeholders
Graduate degree in Finance / Commerce, CFA charter or similar degree
Thorough knowledge of the full range of solutions and investment products
Minimum 5 years of experience in the financial services industry, with experience in structured products/derivatives a definite advantage
Strong presentation skills, an excellent communicator with client facing experience a definite advantage
Successful track record in a highly demanding and dynamic environment, while consistently being a good team player
Fluency in English and Mandarin required with Cantonese a definite plus

Advisory Services Data Analytics Resume Examples & Samples

Ability to communicate results with graphical tools to non-technical stakeholders
Business value oriented
Attention to detail as data is precise
Statistics/machine learning techniques (classification, predictive modelling ...)
Experience with other scientific languages and tools (R,Phyton, SAS, SPSS, S+, ...)
Analysis of data within Big Data environments (Hadoop, MapReduce, Hive, Pig...)
Hands-on development experience writing and tuning complex SQL queries, views, stored procedures, triggers, etc
Knowledge of text mining algorithms
Extensive experience in Core Java, Multithreading, complex data structures

Working Capital Advisory Services Resume Examples & Samples

Managers, Project Managers, and Senior Consultants with Supply Chain and Finance improvement and delivery experience, including the management of complex projects
Participate in Supply Chain and/or Finance Performance Improvement engagements, which involve looking at companies’ internal processes and advising on solutions around creating efficient process or improving existing processes
Demonstrate high levels of technical and professional knowledge and quickly assimilate new knowledge. Keep up-to-date with current developments and trends in advisory services capabilities and industry knowledge
Develop and maintain productive relationships with client management. Focus on deliverables and client business priorities. Manage expectations of service. Understand the client's industry and recognize key performance drivers and business trends
Build strong internal relationships within EY across services in the organization
Conduct performance reviews and contribute to performance feedback for staff
Contribute to people initiatives including recruiting, retaining and training Finance& Performance Management professionals
Supply Chain and/or Finance assessment and transformation
Inventory Management
Operational cost reduction
Track record with a blue chip consulting firm in the field
Experience in delivering projects that cover the full life cycle of assessment, design and implementation support
Professional designation and/or qualification i.e. MBA, CA, P.Eng
Strong academic record including a bachelor's degree and approximately 5-8 years of related work experience; or a graduate degree and approximately 4-7 years of related work experience
A range of experience across the following : supplier collaboration, product lifecycle management, sales and operations planning, procurement, operations, fulfillment, maintenance, return and recycle, shared services, accounts receivable, accounts payable
Experience in sourcing, procurement, shared service centre and business process outsourcing would be an asset
The ability to work collaboratively in a team environment (and know when to lead and when to follow)
Strong analytical and problem-solving skills (MS Access, SQL knowledge a preference)
Excellent oral and written communication and presentation skills
An ability to think outside of the box, and thrive on new challenges

Working Capital Advisory Services Resume Examples & Samples

Senior Consultants with Supply Chain and Finance improvement and delivery experience, including the management of complex projects
Demonstrate technical and professional knowledge and quickly assimilate new knowledge. Keep up-to-date with current developments and trends in advisory services capabilities and industry knowledge
Provide constructive on-the-job feedback/training
Contribute to people initiatives including recruiting, retaining and training
Strong academic record including a bachelor's degree and approximately 3-6 years of related work experience; or a graduate degree and approximately 2-5 years of related work experience
Strong oral and written communication and presentation skills

Accelerate Advisory Services Intern Resume Examples & Samples

Supporting and improving the tracking and measurement of AAS activities and engagements i
Coordinate and assist in facilitating internal workshops designed to improve account planning and team engagement on key accounts in EMEA
Assist in preparation of executive presentations, where appropriate
Support EMEA marketing of AAS, as approproate
Conduct industry/sector research and analysis
Full driving license would be preferred – as some travel might be required
Currently undertaking degree-level study or having achieved degree-level qualification

Manager Advisory Services Resume Examples & Samples

A bachelor degree and a minimum of 5 years of related work experience
A minimum of 3 years of experience working in the financial services industry
Strong 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)
Experience on strategic consulting engagements developing detailed, compelling and analytical PowerPoint/Excel/Word/Visio
Strong demonstrated project/program management skills
Demonstrated ability to bring order to ambiguous situations
Ability to guide a client towards a potential advisory project
Demonstrated history of partnering with other business and IT advisory practices to develop an integrated go-to-market approach
Excellent leadership and teaming skills
Ability to travel up to 80-90% (including potential overseas travel)
Strong knowledge of the IT function (strategic planning, governance and management discipline)
Knowledge of at least two of the following key IT management processes and industry frameworks: CMMI, COBIT,ITIL, Six Sigma, ISO 2700x, PMBOK, Prince2
Preferably with at least one of the following certifications: CISSP, CISM, CISA, CBCP, ITIL, PMP or other specialized IT certifications
IT Strategy Development
IT Process Improvement
IT Infrastructure Strategy
Initiatives Portfolio Management/Demand Management

Advisory Services Resume Examples & Samples

University education
Minimum of 5 years of relevant work experience related to energy sector (electricity, gas, oil)
Experience related to preparation, management and/or implementation of investment projects in energy sector
Experience related to work in consulting and/or research projects in energy sector is considered as an advantage
Very strong ambition and priorities related professional achievements - your work is more important for you than for many other people
Hard working, problem solving capabilities, can do attitude and ability to work under pressure

Advisory Services Lead-identity & Access Management Resume Examples & Samples

Working with Technology Delivery product managers and LOB stakeholders to explain capabilities of our products to potential application teams that want to onboard to our systems
Plan, coordinate and facilitate meetings with the appropriate subject matter experts and stakeholders to define requirements
Work with technology partners to ensure understanding of the business requirements
Pro-actively monitor the onboarding process with each application team to ensure they receive timely and adequate responses to their requests
Update documentation of the privileged access products to include answers to frequently asked questions from potential client application teams
Work with Shared Services management team to produce high quality presentations; this will involve helping define presentation format and collection of information across product teams
Ten plus years of business analysis or service management experience
Strong focus on following through on requests to ensure completion and customer satisfaction
Security certifications are desirable
Experience working with a software development team, with a strong understanding of the project lifecycle
Strong communication skills and ability to negotiate and work towards mutually agreed solutions and processes
Ability to work well independently or as part of a team, adaptable to changing environments with good interpersonal skills
Ability to work on multiple projects at once
Ability to interface directly with business users and stakeholders
Working knowledge of Microsoft product suite, including Excel, Word, PowerPoint, Visio, Project, and SharePoint; prior experience with .NET preferable

PSO Director, Advisory Services Resume Examples & Samples

Certified project management skills
Capable to daily work with MS Excel, MS Word, MS Project, Changepoint, SharePoint
Has previously managed high value portfolio for an international organisation
Understanding of FCPA, SOX and other compliance/regulatory requirements
Has personal pride in the quality of work delivered
Has created project plans, budgets and schedules
Is able to provide on a weekly report updates on delivery revenue forecasts including their current status, likely close, possible over-runs and risk/issues to successful delivery
Is able to provide weekly financial updates on revenue and margin
8 years of experience in the IT industry with a minimum of 5 years in Delivery/Project Management or a similar delivery management role, including people management
Previously worked for an international consulting organisation

Client Associate, Wealth Advisory Services Resume Examples & Samples

Bachelor’s degree or in lieu of a degree 4 years work experience
This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications
Effectively delegates tasks or projects

Join EY Advisory Services Submit Your CV Resume Examples & Samples

Excellent academic background, including both at a minimum a bachelor and a master degree in: Data Science, Business Analytics, Statistics, Mathematics, Econometrics, Engineering, Operational Research, Economics, Finance, Accounting or other related field. Ph.D. will be considered an asset
Advanced skills in Microsoft Office (in particular MS Word, MS Excel and MS PowerPoint)
Depending on role, skills in quantitative analysis packages (e.g. SAS, SPSS, R, Matlab) and programming in a variety of languages are either required or will be considered an asset
Strong written and verbal communication, both in English and Greek. Knowledge of additional languages will be considered an asset
Ability and comfort in researching client inquiries and emerging issues, including regulations, industry practices, emerging trends, new technologies and methodologies
Strong analytical, problem solving and critical thinking skills
Willingness and ability to travel and work abroad for international projects
No previous working experience is required, although it will be considered an asset

Advisory Services Resume Examples & Samples

Lead Strategic studies delivered to Government and Public Sector entities
Lead Strategic Direction engagements delivered to corporations, consisting in developing operational strategies and assisting in their effective implementation and monitoring
Understand and execute advisory services procedures including client interviews, problem analysis and advanced fact gathering
Manage the financial aspects of engagements by organizing staffing, tracking fees and communicating issues to project leaders
Manage expectations of deliverables and timing
Participate in sales and business development initiatives
Contribute to people-related initiatives including recruiting, retaining and training professionals
A Master's degree (MBA or Msc) from an internationally reputable university and approximately 7 years of related international work experience with a blue-ship company
Degrees with an emphasis on finance, economics, management or engineering preferred
Prior strategy consulting experience in analytical-based strategy, business performance, strategic analysis, quantitative performance strategy, and/or corporate strategy and analysis preferred, Business Transformation and project monitoring
Strong analytical skills and the ability to crystallize a project objective, structure the work plan, conduct fact-based analysis, construct and evaluate alternative hypotheses
Focus on rigorous, driver-based shareholder value analysis
Excellent French, English and arabic verbal and written communication skills
Ability to think outside of the box and thrive on new challenges
Willingness to travel on short notice to meet client needs
Ability to analyze complex problems and deliver insightful and practical solutions
Ability to influence and persuade clients and stakeholders, in order to gain support for major changes and key decisions
Experience of the full project life cycle from conception to implementation

Advisory Services Resume Examples & Samples

Experience in data modeling (Entity-Relationship models) for data warehousing and operational data stores. Ideally, must have gone through at least one full life cycle implementation
Design and implementation of an ETL solution using one of the leading ETL packages (e.g. Informatica, IBM DataStage)
Design and implementation of an operational data store and/or data warehouse on one of the leading platforms (e.g., Oracle Exadata, DB2, Teradata, Sybase, SQL Server, IBM Netezza)
Experience with Big Data/In Memory technologies, such as Hadoop, SAP HANA, IBM BigInsights, etc. is of interest
Experience with key data quality applications available in market
Design and implementation in at least one of leading Business Intelligence packages (e.g., Oracle BIEE, IBM Cognos, SAP Business Objects, MicroStrategy, QlikView, SAS)
Design and implementation in at least one of the leading Data Visualization packages (e.g.Tibco Spotfire, Tableau, etc.)

Advisory Services Data Migration Expert Resume Examples & Samples

Understanding of business procedures and ability to transform them into ETL/SQL logic or other application programming interfaces (API) for data migration purposes
Analysis, design and implementation of data extraction, transformation and loading process using commercially available ETL packages (e.g, Informatica PowerCenter, InfoSphere DataStage, Oracle WarehouseBuilder) or other open source tools
Extensive experience in Oracle RDBMS database, PL/SQL or other development environments
Must have gone through at least one full migration life cycle including data profiling & mapping, migration testing, technical documentation, deployment, reconciliations, and progress reporting to the management
Exposure to implementation of web services (SOAP, XML/XSLT, REST, RPC etc.) will be considered an asset

Advisory Services Resume Examples & Samples

Contribute to people initiatives, including recruiting and retaining Risk professionals
Approximately one to two years' of related work experience
Related audit or applicable business experience
Proficiency with MS Office
Bachelor's or Master's degree in Finance, Business or other related field
Public accounting experience

Advisory Services Resume Examples & Samples

Provide broad functional knowledge of key ERP business modules to clients
Provide gap / benchmark analysis on SAP systems practices to client
Set objectives with the team and provide support and coaching to junior staff
Assist line manager in general business development
Retain management responsibility for a portfolio of clients, maintain relationships with senior client staff and accept responsibility for the financial performance of these acocunts
Effective organizational, analytical, problem solving, time management, interpersonal and communication skills
Working experience and solid technical / working knowledge of SAP FI/CO applications in business operations, corporate finance or IT for at least one major SAP FI/CO package
Experience as SAP FI/CO
Project management skills, experience in leading an SAP FI/CO implementation preferred
Good written and spoken Chinese and English
Good communication and presentation skills

Global Treasury Advisory Services Resume Examples & Samples

Ensure products/deliverables meet contract/work plan specifications and deadlines
Lead the proposal development process and participate in pursuit team for prospective treasury engagements
Oversee engagement economics and manage appropriate resources for efficient engagement models
Demonstrate professionalism while working in the client environment
Collaborate with team members to set individual and team goals and responsibilities
Collaborate with the partner and client to determine a strategy that appropriately addresses risk and manages client expectations relating to deliverables
Understand the client’s industry and recognize key performance drivers, business trends and industry developments
Ensure work is delivered timely and in compliance with regulatory requirements
Develop and maintain strong networks, both internally and externally, and work with other service lines in providing an integrated service delivery
A bachelor's degree and approximately 10 years of related work experience
Strong analytical and technical skills
Strong communication, presentation, client service and technical writing skills

Advisory Services Resume Examples & Samples

Collaborate with other members of the engagement team to plan the engagement and develop work program timelines, risk assessments, and other planning documents
Work with the engagement team to document the business processes dependent on information technology. Serve as a fieldwork leader by directing the daily progress of fieldwork, informing supervisors of engagement status, and managing staff performance
Bachelor's degree or Master's degree in computer science, information systems, business, accounting, finance, and/or other related major
At least 3yrs working experiences
Experienced in internal control , IT audit is mandatory
Advanced written and verbal communication skills in both English and Chinese
Excellent teamwork skills
Professional qualifications such as CISA, CISSP, CICPA, AICPA, ASCPA, ACCA or HKICPA would be an advantage

Advisory Services Resume Examples & Samples

Creating detailed design artifacts
Performing detailed low level design reviews
Ensures that reusable solutions patterns are incorporated in the application architecture
Participates in code reviews
Identifies new technical requirements of a project and if necessary develops new reusable solution patterns that can be incorporated into the WM patterns catalogue
Develops code snippets based on project needs
10+ years of experience, prior experience in financial services firms preferred
Development experience with .Net/J2EE technologies
Good understanding of Service-oriented architecture and Enterprise Application Integration patterns
Knowledge of TOGAF framework is desirable
Prior experience implementing retirement or stock option planning solutions in a large financial institution is preferred
Knowledge of security best practices and enterprise security standards such as Kerberos, OAuth is a plus

Advisory Services Resume Examples & Samples

Good knowledge of MVC and hybrid patterns for UI and mobile application development
Experience with BPM products would be a plus
Experience in integrating SAAS based vendor solutions would be a plus

Global Treasury Advisory Services Resume Examples & Samples

Support project team by ensuring products/deliverables are met and contract/ work plan specifications and deadlines are achieved
Assist with the development of client deliverables and engagement documentation
Collaborate with Manager/Senior Manager/Partner to help mitigate project related risk
Develop and maintain strong networks, both internally and externally and Work with other service lines in providing an integrated service delivery
Seek opportunities to present EY's services to clients
A bachelor's degree and approximately 3 years of related work experience

Advisory Services Resume Examples & Samples

Participate in IT strategy engagements, consisting in designing, implementing and monitoring IT strategies
Participate in Business process reengineering engagements, including the assistance to design and implementation of major software packages
A Master's degree (MBA or Msc) from a reputable university and approximately 2 years of related work experience with a blue-ship company
Excellent French and English verbal and written communication skills
Governance and IT management
IT governance and risk

Senior Manager AML Sanctions & Advisory Services Resume Examples & Samples

Assist with developing and maintaining policies, standards and guidance for the Scotiabank Global AML/ATF and Sanctions Compliance Program and related processes. The Scotiabank Global AML/ATF and Sanctions Compliance Program is applied enterprize-wide and guides Scotiabank’s senior management and other employees when establishing business-line specific procedures to mitigate money laundering (ML), terrorist financing (TF) and sanctions risks
Provide advice and counsel on AML/ATF and sanctions regulatory requirements and associated Scotiabank policies and standards to business lines and key compliance functions, including,
Compliance officers and operations management in Money Transfer Operations, Enhanced Due Diligence Units, Canadian Banking, GWI, GBM and International Banking
Business units responsible for the development of their AML/ATF and sanctions procedures and controls, including in connection with regulatory or audit remediation concerns
Project stakeholders involved in the development of new products, services and systems
Provide counsel and advisory support services to the AML Directors relative to the development and execution of key components of the Scotiabank Global AML/ATF and Sanctions Compliance Program, including the risk assessment process
Research and maintain proficiency in current, relevant sanctions and AML/ATF laws, regulatory requirements and industry best practices
Assist with maintaining a registry/log of AML/ATF and sanctions legislation, guidance, bulletins and notices
Prepare and/or contribute to design and delivery of AML/ATF and sanctions training programs and related education initiatives
Canadian economic and anti-terrorism sanctions laws
The Canadian Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and Regulations, and
The relevant sections of the Criminal Code of Canada
A working knowledge of AML/ATF and economic and anti-terrorism sanctions laws and regulatory standards in those international jurisdictions where Scotiabank does business with special regard to U.S. sanctions laws
Thorough knowledge of international AML/ATF and sanctions risk management standards and industry best practices
In-depth knowledge of Scotiabank’s products, services and operational policies and delivery systems, including organizational structure and risk management methodologies
Solid market intelligence is required of the financial services industry in Canada and internationally where Scotiabank is located
Proficient with MS Office (Word, Excel, PowerPoint, Outlook) and other related productivity tools
Highly-developed writing skills. Demonstrated experience preparing business communications related to policy, procedures, executive presentations and training workshops
Highly-developed strategic influencing skills to effectively champion new initiatives to a senior management audience
Highly-developed listening and negotiation skills to convince key stakeholders when introducing new ideas and legislated policy recommendations for action or change
A results oriented, customer focused individual is required who is accurate and thorough with strong analytic abilities
A self-starter with the propensity to work independently and autonomously
Flexibility to participate in training workshops or group projects as leader or team member

Manager Valuations Advisory Services Resume Examples & Samples

Lead and be responsible for the coordination, production and review of the finished investment pricing packages prepared by the team
Lead and research, analysis and recommendations to resolve any valuation exceptions according to the established valuation policy and procedures
Review daily, weekly, monthly, quarterly tolerance reports to ensure accurate pricing information is being applied
Oversee and coordinate the production calendar and review the Valuation Committee meeting materials and documentation
Review statistical reporting related to security pricing and assists in the fair valuation decision-making process by compiling the required research and contributing to the analysis
Critically evaluate and help identify areas of control weakness and make recommendations for process improvements
Participate in special projects as required providing input on fair valuation issues, new security or asset type, etc
Interact with senior management, other departments and various external parties providing information as required
Keep up to date on new developments within the company and industry
Minimum 3 years of related experience in the investment industry
Excellent knowledge of investment products and the workings of financial markets
Highly proficient in Microsoft Excel, including financial modeling
Excellent interpersonal and communication skills and the ability to operate as a team player
Must be able to work autonomously and within a group and be able to organize and plan workload
Ability to effectively communicate complex concepts or market related events in easy-to-comprehend formats
Ability to assimilate information from a variety of sources and make recommendations to impacted stakeholders
Excellent numerical and analytical abilities
Strong interpersonal skills allowing effective interaction with senior management and team members
Highly self-motivated with strong time-management abilities
Strong analytical and problem resolution skills
Ability to work well under pressure with multiple competing deadlines
Strong leadership skills and experience in a supervisory / managerial role is an asset
Self-starter (initiative, ability to work productively without supervision)
Experience presenting material to senior management
Demonstrated leadership and team management skills

Months Internship With Ernst & Young Advisory Services Resume Examples & Samples

Highly motivated Excel VBA Developer
Computer Science background with strong knowledge of Excel, VBA and macros, preferably with General knowledge of Bloomberg system
Be able to commit for 3 months of internship starting from Jan 2016

Client Advisory Services Analyst Resume Examples & Samples

3+ years of experience in the Financial Services industry
Experience in the administration and support of Trusts, including general understanding of Fiduciary Products and fundamental Fiduciary Transaction concepts
Solid analytical skills
CFP, CTFA, and/or CFA certification
Previous experience in a Client Service and Trusts & Estates roles

Advisory Services Resume Examples & Samples

Bachelor degree in information technology or a related discipline
At least 3yrs experienced in Java / Java Script
Experienced in Spring/Hibernate /RESTful Web Service – JAX-RS 2.0 / Agile software development
Experienced in JS frameworks / Bootstrap / Responsive web design
Experienced in version control software / Tools / JBoss / Tomcat
Good communication and team work
Travel acceptable

Advisory Services Resume Examples & Samples

Bachelor or Master Degree in IT Technical or IT Management sectors
Experience & Knowledge in Oracle EBS Developer tools (Forms, Reports ,discover, workflow ,OAF) will be plus
Experience & Knowledge in Frontend knowledge such as JQuery, bootstrap, html, CSS and Java Open Source Frameworks such as Spring, Ibatis will be plus as well
Good in English Communication
Strong Team Spirit attitude, Willing to travel, learning, as well as willing to take challenge

Advisory Services Assistant Manager Resume Examples & Samples

Interact with both clients and on-shore engagement teams and attend meetings to gain understanding of IT environment and related processes
Review of IT process narratives
Assist the Supervisor/Senior in defining the audit program
Develop test scripts for testing User Security, Program Change Management, and IT Operations (ITGC testing)
Interact with the on-shore team or client to gather the required evidences supporting the ITGC testing
Prepare work papers and address review comments
Escalate issues identified as result of control failures to the Supervisor/Senior
Assist in the preparation of client communications and reports
A recognized university degree in accounting, business, information technology, engineering, mathematics or other relevant discipline
At least 4 years of relevant consulting or industry experience, preferably in a professional services environment or MNC
Candidates who possess professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP) and / or Certified Fraud Examiner (CFE) are highly encouraged to apply
Proficiency with Microsoft Excel, Access, Word, and PowerPoint
Demonstrates integrity, values, principles, and work ethic
Demonstrate the ability to apply key principles, practices, and techniques related to IT Audit - User Security, Program Change Management, and IT Operations
Demonstrate the ability to apply key principles, practices, and techniques related to Infrastructure Audits - Operating System and Database
Demonstrate ability to execute on the assigned work with reasonable confidence
Excellent English and Baseline / Progressing Communication/Influence
Respond to important issues by clarifying, reinforcing and summarizing conversations
Produce accurate, brief and clearly written documents tailored to audience needs and expectations
Baseline Teamwork
Actively participate in and contribute to team discussions. Seek advice and support from sources outside team initiated and supported by supervisor

Team Lead-global License Advisory Services Resume Examples & Samples

Lead a team of 4-8 individuals on the daily operational and transnational activities which includes queue management, driving SLA and accuracy levels
Be part of the escalation process to address complex issues and escalations for resolution and solution
Build relationships and liaise with functional groups such as EM's, Prospecting, Targeting, Deal Desk, Revenue, Corporate System Operations & IT Support teams, as required, to drive efficiency and new initiatives
Proactively identify and assist with process re-engineering to eliminate non value add activities
Actively participate & coordinate in ongoing projects with regards to feedback providing, addressing testing and training requirements for the team
Deliver on adhoc assignments as business requires
Monitor the performance of the team and responsible for people management, team's performance appraisal and feedback discussions
Establish goals and work towards team delivery
Backup for Manager on day to day operations and process deliverable
Should be able to do reporting analysis and make presentations as appropriate to internal audiences and management
Derive and Publish Weekly/Monthly/Quarterly Metrics for the team
Access and share capacity planning with the Manager
Drive Fortnightly Quality reviews along with the team Educate the team on the errors and fix knowledge gaps if any

Advisory Services Director Resume Examples & Samples

Directing and managing teams delivering risk services engagements end to end, specifically ERM and full cycle project and program risk management
Leading business development, strategic growth and thought leadership initiatives
Innovation in risk, governance, strategy, regulatory reform and compliance functions
Qualitative and quantitative project & program, strategic, operational, compliance and third party risk
Ability to project manage multiple engagements in environments subject to organisational change and ambiguity
People management experience, including building organisational risk capability and culture
Risk and/or Prince 2 and/or MSP or equivalent certifications are highly desirable
Development of work programs and leading fieldwork
Exemplary written and spoken communication and relationship management skills

Engineer for Energy & Infrastructure Advisory Services Resume Examples & Samples

University education (300 ECTS or equivalent)
8 years of working experience and know how related to energy sector and/or infrastructure investment projects
Work experience related to EU funded projects is considered as an advantage
PMI or IPMA certificate – education in the field of construction project management (at least 30 ECTS) is considered as an advantage (if candidates don’t have one of these certificates, they should be ready to get certified during the probation period)
Very strong ambition and priorities related to professional achievements - your work is more important to you than to many other people
Hard working, problem solving capabilities, “can do” attitude and ability to work under pressure
Fluent written and spoken English and Croatian
Readiness to travel around Croatia several times a month

Wealth Advisory Services Resume Examples & Samples

Ability to work in a fast-paced environment and think clearly under pressure
Keen analytical skills and detailed oriented
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Collaborative, energetic, enthusiastic, and a self-starter
Eager to work in an entrepreneurial, project-driven environment

Internship Individual Advisory Services Resume Examples & Samples

Currently in pursuit of a Bachelor’s degree
Rising senior (current junior) with an anticipated graduation date of May 2017
Experience working with Microsoft Office products (1+ years academic or work experience with PowerPoint, Word, Excel and Outlook)
Overall GPA of 2.5 and above
Be majoring in Finance, Accounting, Mathematics or Related field
Have completed Introduction to Statistics, or related college-level Math course
Have experience working with Microsoft Access and/or SharePoint
Possess strong communication and technical skills
Have basic knowledge about the business and financial markets
Be self-driven, motivated, and proactive in seeking new tasks and challenges
Demonstrate the ability to work independently as well as part of a team
Be detail-oriented
Show a strong degree of ambition regarding their career
* TIAA will not sponsor visas for these positions and, due to program format, will not hire individuals whose work

Fso-advisory Services Enterprise Intelligence Senior Manager Resume Examples & Samples

Data Management: Experience in developing enterprise data strategies and roadmaps; developing architectural and design patterns, considerations, solution options, and impact; developing state, event, UML, and Entity-Relationship models for financial institutions; modeling data warehouse and operational data store; executing a full life cycle implementation; designing and implementing an operational data store and data warehouse on a leading platform (Oracle, DB2, Teradata. Sybase, SQL Server, or Netezza); and, designing, and implementing leading metadata vendor solutions (Rochade or Adaptive)
Data Quality and Governance: Experience identifying and analyzing data issues impacting financial services organizations; understanding data used and the associated inherent issues in Investment Banking, Retail Banking, or Asset Management; conducting discovery, perform root cause analysis, and make recommendations for the remediation of data quality issues; designing and recommending 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; and experience with key data quality applications available in market
Business Intelligence: Experience in the development of reporting and analytics business capabilities, and strategy and roadmap; experience in the facilitation and definition of reporting and analytics business requirements; defining Business Intelligence technical architectures; designing and implementing a leading Business Intelligence packages (Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, or SAS)
Business Analytics: Experience in 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, experience using an analytics/BI packages (Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, or SAS) to build client analysis solutions

FSO Advisory Services Resume Examples & Samples

Test Strategy & Operating Model Development
Testing Center of Excellence/IT Transformation Program Management
Test Automation Framework Architecture
Large-Scale User Acceptance Test Coordination
Customer Relationship Management
IT Delivery Management

Associate Director of Philanthropic Advisory Services Resume Examples & Samples

In-depth knowledge of subject and commitment to ongoing augmentation of expertise
Relationship management skills required to assist and advise individuals and families regarding philanthropic strategies and best practices, planned giving, private foundation administration and succession planning
Analytic and organizations skills required to research and resolve inquiries and to coordinate and manage conflicting priorities, multiple projects and significant and varied workflow
Strong writing and presentation skills required for client presentations, internal training and to support the development of marketing and sales materials for existing and prospective clients
Leadership skills, specifically meeting facilitation and conflict resolution, required to identify client goals and objectives, address client needs respond to inquiries from internal partners and manage special projects
Interpersonal skills required to work collaboratively with high net worth individuals and families (clients), internal partners, professional advisors, including estate planning attorneys, accountants and investment managers
JD designation is highly preferred
Proficient with Microsoft Office – Word, Excel and PowerPoint

Senior Manager, Category Advisory Services Resume Examples & Samples

Deliver impartial and objective total store and beverage solutions for the retailer by providing differentiated, timely, relevant, and actionable insights
Prepare and make presentations, including market and industry trends, SWOT, competitive review, assortment, and category reviews
Provide business situation assessment and support joint business plan development with key stakeholders
Cultivate relationships within retailer’s merchandising team and throughout the broader organization
Proven oral and written communication, story-telling, and influencing skills

Manager, Category Advisory Services Resume Examples & Samples

Provide leadership to a team of experts (within the customer team) across cross-functional teams to create dialogue via fact based insights and actionable business analytics
Develop and inspire a cross functional team and/or category analysts towards building effective category growth recommendations focused on the customer’s needs and strategic priorities
Lead the category advisory interaction with account and customer team to address key business questions and build strategies and tactics designed for future category growth
Ensure best and current customer oriented thinking is utilized within the Customer Advisory COE (upstream/downstream)
Utilize and understand Nielsen, IRI, shopper card, and internal proprietary data and systems to generate actionable insights that will help Coca-Cola drive category insights with retailer partners
Recruit and retain a high performance team, while creating and maintaining growth opportunities within and outside of the Category Advisory Team (where people management applies to role)
Customer experience across multiple channels
Proficiency in at least one of the following areas: Category / Space Management, Shopper Insights
Advanced analytical capability
Strong working knowledge of syndicated data (e.g., Nielsen)
Advanced Microsoft Office Suite skills
Ability to manage and prioritize multiple projects and assignments

Advisory Services Resume Examples & Samples

Bachelor’s degree in Liberal Arts including but not limited to Political Science, English, Pre-Law programs, International Studies
A minimum of 5 years of related work experience
CAMS and/or PMP certifications preferred
Demonstrates knowledge of

Advisory Services Performance Improvement Resume Examples & Samples

Demonstrate a thorough understanding of complex strategy concepts
Deliver quality services. Value and model excellent client service by establishing goals and implementation plans to achieve a high quality deliverables and within expected timeframes. Monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes
Develop people (Manager). Provide constructive on-the-job feedback/training. Foster an innovative and team-oriented work environment
Generate new business opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop long-term client relationships and networks. Develop relationships with other Ernst & Young team members across all practices to serve client needs
A bachelor's degree in economics, or a relevant field
A post graduate degree or relevant professional designation (MBA or MA Econ are preferred)
Lean Six Sigma certification (Black Belt preferred)
Experience in providing growth strategy; strategy, value creating strategy, the strategic planning process; operating model design; strategic investment analysis; and enterprise cost reduction
Strategy consulting experience with Fortune 1,000 clients, selling and delivering successful, high-impact strategy projects
For a Senior Consultant a minimum of 3 years’ experience in industry or with a professional services firm along with a successful track record in the strategic space either as a strategy consultant or a role in industry within strategy planning
For a Manager a minimum of 5 years’ experience in industry or with a professional services firm along with a successful track record in the strategic space either as a strategy consultant or a role in industry within strategy planning
Experience servicing the energy sector, namely oil & gas is highly desirable
Strong interpersonal, communication, and presentation skills
Strong analytical mindset in terms of taking abstract questions and issues and structuring them into manageable, specific work streams
Demonstrated consistency in values, principles, and work ethic

Manager Philanthropic Advisory Services Resume Examples & Samples

1) Provide personalized service to clients/donors at established levels, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to the needs and concerns identified by effective communication with them and their advisors
2) Build and maintain strategic relationships with key internal partners by establishing a market profile within regions and sustaining relationships with key Wealth partners through regular visits, meetings, touch bases etc
3) Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards, including escalation of issues to the Discretionary Powers Committee as appropriate
4) Maintain current knowledge of legislative, administrative and economic issues that impact the management of the accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with a particular emphasis on philanthropic planning and advisory services
5) Act as a key branch resource in providing training on technical matters
6) You may be identified as the client's Lead Relationship Manager (LRM). As LRM you will utilize the Financial Planning process to develop an in-depth understanding of your client's needs and will serve as a conduit for referrals to the Scotia Wealth Management Team of Experts and/or the Scotiabank Group of Companies. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As LRM you will maintain Scotia Wealth Management's service standards regarding proactive contact and maintain the client contact data base (Salesforce)
7) Proactively source and identify new business opportunities (internal and external) and assist in the sales and established referral process
8) Contribute to branch profitability by the accurate forecasting and by overseeing the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee arrangement
9) Accountable for the selection, motivation and development of direct reports including, establishing objectives , the Trust Development Program and managing the annual Performance Appraisal cycle, including Performance Appraisal Review (PAR) and Employee Development Plan (EDP). Facilitate a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members

Executive Assistant Advisory Services Resume Examples & Samples

Setting up meetings & booking venues
Managing diaries
Screening calls and assisting clients with various ad hoc tax related queries
Screening of emails and redirecting where appropriate
Filing, faxing and photocopying
Typing reports, e-mail, correspondence etc
Typing of engagement letters and ensuring that conflict checks and client acceptance procedures are carried out
All travel arrangements
Assist with project administration where necessary
Follow-up of outstanding issues with clients and staff
PowerPoint presentations
Excel Spread sheets
Typing and editing of documents - Excellent formatting skills
Co-ordinate and follow up on certain projects
Take minutes at meetings
Arrange client meetings
Answering the phones, take messages, other ad hoc tasks
Minimum of 7 years PA experience at an Executive level
Must have a Degree (even non-relevant degree)
Minimum of 55 wpm Typing
Intermediate to Advanced on Office packages
Experience working with more than one Executive/Director is a must
Strong Computer Skills - Microsoft Office is essential
Ability to prioritise and be organised
Must be able to remain calm in high pressure situations - high performing environment

Capital Markets & Accounting Advisory Services Exp Associate Dallas Resume Examples & Samples

Applying US GAAP, SEC reporting, IFRS and related financial reporting concepts and rules including financial instruments; leasing; consolidations; IFRS conversions; fair value assessments; convertible securities; derivatives and hedging; stock-based compensation; revenue recognition; and/or business combination regulations to solving client issues
Researching, analyzing and communicating the impact of accounting standards and financial reporting requirements to complex deals and transactions
Working with other professional advisors such as bankers, lawyers, auditors, etc
Identifying and addressing client needs; delivering clear requests for information; developing client relationships
Preparing memoranda and/or reports that communicate findings and recommendations to our clients concisely and effectively
Researching complex accounting issues and communicating key points to fellow team members and clients

Advisory Services Resume Examples & Samples

Coordinate dealer coaches & dealers to organize training schedule
Develop dealer training reports and reporting
Lead client services for dealer training operations
Develop regular tailored and business intelligence analysis
Proactive Business intelligence analysis and product optimization consulting

Advisory Services Resume Examples & Samples

Support/Lead and provide guidance over a broad area of technical architecture design and use and on all stages of technical development life cycles
Support/Lead and provide subject matter knowledge in lT governance, process and organizational improvement with respect to industry leading delivery frameworks (such as ITIL, CMMI, COBiT, PMI, Prince2, Six Sigma, Lean, etc.)
1+ years of experience relating technical architectures to application/information systems architectures, security architecture, and IT governance architectures
Operating systems and database experience
Third-party sourcing and contract management

Advisory Services Resume Examples & Samples

A bachelor's degree and a minimum of 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience; a degree in computer science, engineering, accounting, finance or a related field; a minimum of 6 years of relevant experience at a financial services company or comparable experience working as an advisor to a financial services company; a degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
Experience in at least one of the following areas of the following areas: definition and design of business, functional and technical requirements; design of business or technology architecture, data architecture, data mapping and conversion; data analysis and forensics, quality assurance and testing (QA)
Experience in at least one of the following areas: Anti-Money Laundering (AML) ; know-your-customer (KYC) and customer due diligence (CDD); sanctions and payment screening; trading compliance within Brokerage, Banking and Asset Management; asset management compliance, surveillance and forensics, fraud – Employee, Card, Deposit, Payment, Mobile; enterprise governance, risk and compliance (GRC)., compliance analytics, metrics, dashboards and reporting (Data Analytics)

Senior Director, Audit & Advisory Services Resume Examples & Samples

Develop and execute a comprehensive “forward looking” audit plan that addresses Autodesk’s key operational and financial risks - especially in the quickly evolving business model transformation
Manage the Company’s SOX compliance program, which includes planning and executing a comprehensive program to assess compliance and partnering with external auditors to ensure proper coverage and minimal duplication of efforts
Through regular audit activities, identify opportunities to strengthen financial controls and improve operational efficiency and productivity
Proactively engage and partner with business and functional leaders across the company on Audit Advisory Services, to ensure proper and sustainable controls are designed into our processes, not bolted on
Maintain an effective dialog with the Audit Committee on the quarterly risk assessment and audit plan so that the Committee can understand and provide their approval
Coordinate the scope, coverage and execution of the internal and external audit plans with Autodesk’s independent external auditors
Recruit, train and manage a global internal audit group that will effectively execute on all audit activities
Drive for continuous improvement with all compliance activities such as the SOX 404 Program and Financial Investigations
Expand the use of existing innovation such as data analytics, forward looking audits and team involvement in working groups with the Company’s business model transformation
Conduct forensic investigations in collaboration with a cross-functional investigations team
Undertake other special projects as requested by Management
Undergraduate degree; CPA, CISA a plus
15 to 20 years of accounting, audit and/or finance experience in an organization of appropriate scale and complexity
Prior experience leading and managing an internal audit or SOX function
Working knowledge of the complexities of a global company and ability to operate within a matrix environment
Demonstrated experience in building control frameworks in addition to enhancing existing control structures
Proven ability to attract, develop and retain top, diverse talent
Experience with IT audit practices and demonstrated ability to leverage internal and external IT audit expertise to effectively assess and audit system controls
Demonstrated experience in building and managing a global team
Ability to provide sound business judgment, strategic thinking, and broad financial and business perspective when managing the risk assessment and audit plan
A track record showing the ability to resolve control issues in a manner that holds control owners accountable
Strong written and verbal communication skills and executive presence as demonstrated through interaction with senior management and the Board of Directors
Ability to assimilate and synthesize information quickly, while being able to manage the complexities and make decisions with confidence
Mature, honest, and the ability to separate people from issues and manage sensitive interactions and problems effectively

Advisory Services Resume Examples & Samples

Participate in Strategic Direction engagements delivered to corporations, consisting in developing operational strategies and assisting in their effective implementation and monitoring
Participate to Strategic studies delivered to Government and Public Sector entities
A Master's degree (MBA or Msc) from an internationally reputable university and approximately 4 years of related international work experience with a blue-ship company
Prior strategy consulting experience in analytical-based strategy, business performance, strategic analysis, quantitative performance strategy, and/or corporate strategy and analysis preferred
Experience of the full project life cycle from concept through to implementation

Advisory Services Resume Examples & Samples

Need to work as a team member in different phases of various ongoing SAP Implementation Projects and contribute effectively
SAP Finance – Closing activities, Validations and Substitutions & Reporting
Controlling – Cost element accounting, Cost Center Accounting and Internal Orders
Should have Excellent communication skills
Exposure to S/4 HANA Finance – GL Accounting, New Asset Accounting and CO – Cost Element Accounting & Profitability Analysis
S/4 HANA Finance – Central Finance
SAP Finance/Controlling Certification is a plus

Advisory Services Resume Examples & Samples

Primary point of contact throughout the life of your project
Early identification of project risks
Contingency and scenario planning
Rapid resolution of any issues
Scope change management
Ensuring that project objectives and deliverables are met on time and in full
Monitoring the progress of the project
Keeping the project team focused on a common set of objectives
Encouraging and motivating the team, establishing open lines of communication
Foster teamwork and lead by example, Integrating the cross-team project functions into a high performing team
Transforming teams to highly effective project team that is flexible and responsive
Good experience in Manual Functional/Integration/System Testing
Real time knowledge and experience on Insurance (P &C)/Banking/Capital Markets background
Expertise in Defect tracking tools like Quality Center, Bugzilla, Jira
Good Leadership skills
MCA/ BE / B.Tech/ equivalent with software testing industry experience of 12 + years
Experience in either of - Guide wire Policy Center, Billing Center, Claim Center
Experience in Property and Casualty/ Other Insurance
Experience in Money markets, Primary markets and secondary markets, Shares/Stocks and related derivative products, Pension funds, Hedge funds, Bonds, Fixed-income, Compliance/Standards
Experience in any or more of Oracle, MS SQL,Informix,Sybase,DB2 databases

Advisory Services Resume Examples & Samples

Need to work as a team member to contribute in various testing streams of Guidewire implementation/package implementation projects
Completion of assigned tasks on time and regular status reporting to the lead
O Good hands on experience in Functional Automation using the testing tools like (QTP/UFT, Selenium, RFT etc)

Director, Heathcare Advisory Services Resume Examples & Samples

CPA Certification highly desired. Other relevant certifications will be considered
Fifteen (15) or more years of related experience in delivering financial and management consulting services in a professional services firm with a minimum of five (5) years of supervisory experience
Experience with Senior Living / CCRC providers in the areas of financial planning and feasibility studies, operational assessments, and market research
Demonstrated leadership, analytical, organization, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Demonstrated experience in business development
Flexibility to travel to client sites as needed

Business Advisory Services Netsuite Manager Resume Examples & Samples

Manage, direct, and monitor client services teams on multiple engagements; assisting in planning and executing IT assessments, ERP selection, systems optimization and implementation projects
Assist with different Business Consulting engagements – worked as a team member of larger project teams
Work with other staff in the practice to build and support the overall NetSuite practice
Define use cases to articulate new functional software requirements
Daily delivery of NetSuite including customization, support escalation, and Q&A
Document business processes, business mapping, business requirements and meeting notes
Attend internal meetings including knowledge transfers, mentoring, and Q&A
Develop test plans and functional test scripts, and support traceability of requirements through QA
Document procedures and training materials for end-users, and conduct training activities as well as provide end-user support during system implementations
Demonstrate the ability to work both independently and as part of a team, handling multiple stakeholders and requests to accomplish organizational goals
Consulting and configuration experience with NetSuite
Experience with software in an SaaS environment including Accounting, ERP, Sales Force Automation, Marketing Campaigns and Web presence
4 to 6 years experience in systems applications consulting, either internally via an IT organization or externally with a consulting firm or software provider

Business Advisory Services Resume Examples & Samples

Run client engagements from start to finish, which includes planning, executing, directing, and completing SSAE 16/SOC 1, SOC 2, AT 101, and AT 601 attestation engagements and managing to budget
Supervise, train, and mentor associates and interns and assess performance of staff members for engagement reviews; perform in-charge role as needed
Develop audit programs, test scripts, working papers, and SOC reports
Help identify performance improvement opportunities for clients and prepare the necessary information and documentation to facilitate the communication of the identified opportunities to the management team and client management
Manage the day-to-day aspects of engagements, execute tests of controls, review work product from team members, manage engagement economics, assign and prioritize engagement tasks, communicate engagement progress to the management team, and communicate issues and conflicts to the management team
Bachelor of Science or Bachelor of Arts Degree in Computer Science, MIS, Information Technology, Finance, Accounting, and/or Business Administration
A minimum of two to three years of experience in an Advisory Services function or in a similar practice or function with a Public Accounting or Consulting firm
Prior experience auditing Microsoft, Oracle, and Unix/Linux environments
Strong understanding of network architecture, hosting and cloud environments, Software-as-a-Service (SaaS), and Platform-as-a-Service (PaaS)
Travel 20 - 40%

Business Advisory Services Resume Examples & Samples

Participate in the business development and sales of SOC projects
Manage, direct, and monitor client services teams on multiple engagements; plan, execute, direct, and complete SOC reports and other third party attestation services in a wide variety of industries; and manage to budget
Understand and manage firm risk on SOC audits
Follow the firm’s SOC methodology with a keen eye towards technical excellence
Understand the technical requirements to perform a SOC 1 under SSAE 16 and SOC 2 and 3 under AT 101
Review operational and financial processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process as well as the risks associated with SOC reporting as it pertains to internal controls
Manage and Lead SOC engagements
Work closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development
Maintain strong client relations and cross-sell services within the assigned group of clients
Recruit and retain senior associates and associates
Coach senior associates and associates in developing and achieving goals and objectives for performance and professional development
Master’s or Bachelor's degree in Information Systems
Master’s or Bachelor's degree in Accounting a plus
Certified Information Systems Auditor
Certified Public Accountant or Certified Internal Auditor a plus
Five to seven years of progressive audit experience in public accounting or equivalent delivering and managing SOC and IT services with experience in a medium- to large-sized public accounting firm
Experience performing SOC/SAS 70 audits
Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Good familiarity with COSO and COBIT

Business Advisory Services Resume Examples & Samples

Manage, direct, and monitor client services teams on multiple engagements; plan, execute, direct, and complete IT assessments, ERP selection, systems optimization and deployment projects
Manage administrative aspects of engagements (billing, engagement letters, reviews, close outs, etc)
Understand and manage firm risk on IT projects and proposals
Manage different Business Solutions Consulting (BSC) engagements – worked as a member of larger project team with responsibility for one service area
Leverage staff appropriately and contribute to staff development
Knowledge of IT organizations and their operations in large, Fortune 1000 companies
Experience with managing components of large scale projects including application development, architecture and data center services
Understanding of key IT processes including project management, systems development, data center operations, and systems management
Exposure to IT strategy and IT alignment approaches for large companies or the divisions of large organizations
Prior positions might include director or manager in an IT consulting organization
Led consulting projects that included IT assessments, system selections, and ERP deployments
Ability to sell services and a bundle of solutions in professional services – in front of clients and their work
2+ years at the experienced manager level
8+ total years of IT related experience

Business Advisory Services Resume Examples & Samples

Outstanding personnel management, oversight, and guidance that allow our project teams and people to grow and succeed; lead, manage, direct, and monitor client service teams on multiple engagements
Excellent analytical and problem-solving abilities, with a strong financial, operational, or technical background preferred
Experience with business process analysis and improvement projects, and/or use of analytical techniques and tools
General business knowledge in various functional areas (e.g., finance, IT, internal audit, grants/program management, strategy) and/or industries (e.g., not-for-profit/higher education, health care); note: although not-for-profit/higher education experience is preferred, individuals with backgrounds in other industries but with an interest in NFP/HE are encouraged to apply as well
Ability to engage successfully and simultaneously on a variety of projects, including strategic planning, business process reengineering, financial modeling, operational assessments, internal audit, and enhancements to financial/operational controls
Practical exposure to the application of information technology to address business issues is a plus (e.g., IT assessments and strategy, project management, as well as system evaluations)
Experience leading and assisting with business development activities in order to play a key role in future business generation and continued development of the client base
Established relationships within the not-for-profit and higher education industry, as well as a demonstrated ability to maintain relationships and cross-sell services into the industry
Ability to handle day-to-day practice and client administrative matters (e.g., billing, budget to actuals, client acceptance, engagement letter preparation, performance reviews, etc.)
MBA or advanced degree from a quality business school
Driven and self-motivated, but with a sense of humor and a balanced perspective
We offer interesting and challenging work, excellent learning opportunities, a stimulating peer group, and the chance to work in small teams with exposure to top management of an extraordinarily diverse and exciting client group

Business Advisory Services Director Resume Examples & Samples

Perform engagements from start to finish, which includes the overall planning, execution, direction and completion of operational audits, business process operations reviews, and supervision of engagement budgets in a wide variety of industries
Review operational, financial, and technology processes to provide clients with a tailored assessment of business risk, internal controls, and the overall effectiveness and efficiency of their business processes
Apply current knowledge of industry trends and operational processes to business risk issues, as well as other opportunities for overall process improvement
Manage the day-to-day aspects of engagements, oversee execution of test procedures, review work product from team members, manage engagement economics, assign and prioritize engagement tasks, communicate engagement progress and any issues to the management team
Lead internal auditing outsourcing and co-sourcing engagements for clients where applicable
Develop audit programs, test scripts, and working papers
Assess the design and operating effectiveness of control systems
Identify performance improvement opportunities for clients and prepare the necessary information and documentation to facilitate the communication of the identified opportunities and recommendations
Maintain a good working relationship with clients to enhance customer satisfaction; work with client management and staff at all levels to perform advisory services
Supervise, train and mentor assigned associates and interns on engagements and assess the performance of the staff in engagement reviews
Bachelor's degree in Accounting, and/or Business Administration. Additional concentration in Computer Science, MIS or related Information Technology field is a plus
A minimum of three to five years of experience in an Advisory Services function or in a similar practice or function with a Public Accounting or Consulting firm
Experience leading an out-sourced or co-sourced relationship for internal audit and/or SOX engagement is strongly preferred
Experience with enterprise risk management, internal audit operations and/or internal audit plan development is preferred
Experience performing financial, operational, and system-based audits as well as business process control reviews
Familiarity with internal audit procedures and the IIA’s International Professional Practices Framework (IPPF) is a plus
Familiarity with commercial audit software and experience with Teammate is a plus
Professional certification, such as CIA, CPA, CISA, CISSP, PMP is required
Ability to lead multiple engagements and manage competing priorities
Must have current and valid driver’s license and passport

Business Advisory Services Director Resume Examples & Samples

Oversee the efforts of multiple client 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
Develop a project vision and set challenging personal and client service team goals
Review operational, financial, and technology processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process as well as the risks associated with Sarbanes Oxley as it pertains to internal controls
Manage SOX engagements and the preparation of Service Audit Reports (SAR) in compliance with SAS70
Manage the development and implementation of Business Recovery and Continuity Plans
Perform quality assurance reviews on financial statements and tax-related issues
Work with the National BAS practice teams in terms of practice directions and leadership
Think strategically about practice enhancements and be able to implement and manage change
Bachelor's degree in Accounting and a CPA, PMP, CIA, CISA strongly preferred
A minimum of eight years of progressive consulting experience in public accounting or professional services delivering internal audit services with experience in a medium- to large-sized public accounting or professional services firm
Outstanding leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology

Business Advisory Services Experienced Associate Resume Examples & Samples

Assist in the planning, execution, and completion of information systems audits, business process control reviews, and other service offerings in a variety of industries from an IT perspective
Assist in the review of operational, financial, and technology processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process
Assist 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.Work with audit and assurance teams and the client to help plan engagement strategy, help define objectives, and help address technology-related controls risks
Assist with the evaluation and testing of business processes and business controls and identify areas of risk
Assist on engagement with performing general computer and application controls reviews
Assist with the preparation of Service Auditor Reports (SAR) in compliance with SAS70
Learn new knowledge of IT trends and IT systems processes to identify security engagement issues and risk management issues
Assist with the development and implementation of Business Recovery and Continuity Plans
Assist with the performance of security and penetration studies
Use automated tools to help clients assess risk exposure and document internal controls
Maintain a good working relationship with clients and work effectively with client management and staff at all levels to gather information and to perform BAS services
Work closely with senior associates and managers to promptly resolve problems
Gain understanding of client operations, processes, and business objectives, and utilize that knowledge on engagements
Participate in recruiting efforts as needed
Bachelor's degree in Accounting, Finance, or Information Technology
One to two years of experience at a staff consultant level in a similar practice or function with a Big 4 firm
Desire to pursue CPA, CIA, CISA, CISSP, CISM, CFE, or PMP license/certification
Ability to think independently and be a "thought leader," professional demeanor, a can-do attitude and other qualities that include decisiveness, self-initiative, and high energy

Business Advisory Services Resume Examples & Samples

Adhere to the highest degree of professional standards, quality of delivery, operational excellence, and strict client confidentiality
Develop audit programs, test scripts, working papers for information systems audits
Assist financial audit teams and audit clients in the evaluation of IT audit findings
Develop strong relationships with Grant Thornton’s financial statement audit contacts and external client contacts by demonstrating a comprehensive understanding of the client’s business and industry and communicating any client needs, control exceptions, or project issues to the management team in a timely manner
A minimum of two to five years of experience in an IT Audit role in a similar practice or function with a Public Accounting, Consulting firm, or complex Corporate environment
Prior experience auditing complex operating systems (i.e., Microsoft Active Directory, AS400, Linux, etc.) and ERP systems (i.e., SAP, Oracle, etc.)
Professional IT Audit/Risk Management certification (i.e, CISA, CISM, CGEIT, CRISC, CISSP, etc.) preferred

Business Advisory Services Resume Examples & Samples

Apply current knowledge of IT trends and system processes to identify security and risk management issues, as well as other opportunities for overall process improvement
IT security experience or security training, as well as Sarbanes-Oxley Section 404, COSO 2013 and FDICIA work experience, is a plus. Experience in business continuity, data privacy, and cybersecurity engagements is a plus
Other desired expertise includes: access control software, security architecture and administration, Internet use/firewalls, network security awareness and enforcement, security policies and standards, working knowledge of operating systems across CISCO, IBM, Windows, Novell and other current platforms, IT change management standardsAbility to supervise staff and lead projects successfully is expected
Familiarity with internal audit procedures and the IIA’s International Professional Practices Framework (IPPF) is a plus.Familiarity with Project Management Standards is a plus
Ability to work additional hours as needed and travel to the client site

Resourcing Manager for Technology Advisory Services Practice Resume Examples & Samples

Assign supplies to demand in required quality, quantity and time
Optimize utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area
Own and manage resource requests for assigned practice area by validating requirements, searching for candidates, and presenting candidates for consideration
Propose assigned practitioners with current or near-term availability to project assignments that align with their skills, professional goals, and/or staffing preferences
Advise on how to best navigate and engage in the resource management processes, and make recommendations for improved outcomes
Resolve staffing conflicts to the satisfaction of all parties, which may include identifying creative staffing alternatives and negotiating with projects and practitioners
Utilization of all available tools to identify candidates and develop creative staffing solutions for open resource requests
Maintain knowledge of other business areas in the firm that are relevant to the skills and experience of assigned practitioner population for the purposes of cross-staffing
Develop and maintain relationships with key practice and industry leaders, and leverage these relationships to maximize deployment opportunities for assigned population
Maintain detailed knowledge of the practitioner skills profiles
Cooperate with Business and HR Operation team on all related resourcing matters
Provide input to recruiting order board based on current and expected future demand
Maintain and foster sound relationships to Hiring Manager and Project Leads
Raises risks and issues in a timely manner with the appropriate manager
Maintain an understanding of the business, markets, and service offerings within assigned Service Line and across Deloitte

VP, PS Advisory Services Resume Examples & Samples

Execute capabilities, maximizes revenue per deal, effectively meets or exceeds FTE utilization targets, enhances and brings new capabilities to market
Develop service offerings that focus on accelerating implementations, providing prescriptive consulting approaches, creating and evolving best practices, and generating greater ROI for clients
Actively engage external sources and networks to maintain relevancy and fingers on the pulse of the marketplace and trends to influence and drive evolution of Advisory capabilities
Lead, coach and motivate the Advisory Services team, ensuring understanding of the company vision and values, utilization and revenue targets, as well as ensuring maximum teamwork and co-operation with all areas and divisions of the company and the highest level of service provision
Outlines thought leadership production plan
Forecast project schedules and resource needs to correlate with sales and business demand
Assess and monitor the consulting work completed at client sites, from initiation to delivery, to ensure service quality, client satisfaction, and revenue/cost projections are met
Provide oversight of execution and distribution channels
Effectively manage existing talent, drives talent optimization and build a talent pipeline
Create and maintain a work environment that maximizes associate engagement and is recognized, both internally and externally, as a highly desired place to work
10+ years’ leadership experience in advisory services
50% Travel

Director, Accounting Advisory Services Resume Examples & Samples

Manage large scale accounting advisory engagements and provide accounting support to clients, including implementation assistance with new accounting requirements and financial restatements
Assist with Securities and Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions
Provide conversion services to U.S. and foreign registered companies that need a change in their financial reporting to U.S. Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS)
Bachelor’s degree from an accredited college/university in an appropriate field; licensed CPA or CPA equivalent required
Demonstrated ability to lead teams of over twenty employees comprised of diverse backgrounds and skill sets

Manager, Accounting Advisory Services Resume Examples & Samples

Provide accounting advisory support to clients, including implementation assistance with new accounting standards
Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition, and provide fresh-start accounting support to clients upon emergence from bankruptcy
Responsible for staff management, financial metrics of the engagement, and preparation and presentation of accounting findings and concepts
Five years of financial audit experience with a public accounting or advisory firm, or five years of financial reporting and consolidations experience with a Fortune 500 organization
Strong knowledge of the U.S. GAAP and IFRS

Digital Advisory Services Leader Resume Examples & Samples

People Management: Hire, on-board, develop, coach, mentor and evaluate DAs. Set a clear bar for excellence. Build a high performing team
Market Development: Build the brand of Digital Advisory Services in your geography. Drive the value proposition of digital transformation strategy, driving DA engagement sales in Microsoft’s largest accounts. Lead local thought leadership events to drive executive engagement. Contribute to drive adoption of good practices across the team and across the worldwide organization
Operations Management: Manage daily team operations including resource and capacity planning, utilization, profitability, people metrics, and expenses. Work across sales, operations, finance, HR, product groups. Track and drive KPIs such as sales, renewals, hiring, customer satisfaction
Proven talent driving teams for performance, growth and delivery of customer satisfaction
Consistent record of delivering business value at an executive level, transforming business by conceptualizing, planning and launching the delivery of digital-enabled business change projects
Experience implementing key Microsoft, or related technologies, with a preference for depth in Cloud and IoT
Reputation for exceptional character, aligned with Microsoft culture and values – leadership, growth mindset, customer obsession, diversity and inclusion, integrity and honesty, accountability, passion, open and respectful, and one who strives for excellence

Senior Auditor, Audit & Advisory Services Resume Examples & Samples

Conducts audit interviews to determine the scope of the audit and testing approach. Uses critical analysis and strategic thinking when developing audit programs, focusing on key risks and fraud
Leverages audit teams' skill set, experience, and creativity to ensure work is complete, accurate, and timely. Provides meaningful feedback to help develop staff by identifying and communicating areas for improvement in a timely manner
Communicates with the business areas and other risk assurance providers to continually improve relationships and proactively manage any possible risk
Prepares high-quality audit reports and other audit documentation and provides recommendations to Internal Audit and business management
Works collaboratively with the team to anticipate and provide sound solutions to issues
Develops and maintains an understanding of constituent business areas, related technology, products, supporting functions, and related risks. Continues to update knowledge of industry standard practices and regulations by leveraging training and conducting research
Acts as a mentor to less experienced auditors by training them on Internal Audit processes and methodology as well as business lines and related systems
Participates in special projects and additional duties as assigned
Undergraduate degree or equivalent combination of training and experience. (BS or BA in a business related field of concentration preferred)
A minimum of three to five years audit experience
Proficiency in Word and Excel preferred
Progress toward obtaining a professional certification or advanced degree (e.g., CPA, CIA, MBA)
Excellent interpersonal, verbal and written communication, and problem solving skills
Strong client focus/relationship skills

Senior Manager, Advisory Services Resume Examples & Samples

Minimum of 10 years of experience in either service delivery, SI/SP, Enterprise architecture, or services sales roles with preference in OEM and channel relationship management along with account management in enterprise accounts
Excellent understanding of hybrid cloud modalities, IT go to market challenges, and business drivers that impact customer purchasing decisions
Proven experience in rapidly growing enterprise account portfolio
Discuss contractual and commercial constructs of a services engagement, Enterprise License Agreements (ELA), and MSAs/PSAs with a customer working with extended account teams in a potentially multi-vendor arrangement
Package unstructured work streams into an outlined scope
Familiar with localizing content from English to native formats
Multi-lingual preferred in Mandarin, Cantonese, and/or Japanese

Senior Manager Advisory Services Resume Examples & Samples

Minimum of 2 years of experience in an OEM or channel partner (VAR) or equivalent in managing these relationships
Bachelors degree or an MBA
Enterprise Cloud, software, devops, data center transformation, and/or tier 1 application solution offerings
Quickly respond to tactical requests for services balancing the enterprise needs of the organization, along with an ability to triage small to mid-sized projects with technical proposals

Senior Manager Advisory Services Resume Examples & Samples

Minimum of 4 years selling or working with US Federal entities or subcontracting vehicles or 8 years selling into State, Local, or Educational environments
Control: US Citizen, Background Check
US control clearance Secret or Higher
Navigating government contracts and transacting business though multi-layer contracting partners
FedRAMP and DISA certification knowledge
Experience providing to solutions to government organizations from local to federal
Selling into higher-ed and the unique constraints they operate in

Advisory Services Leader, France Resume Examples & Samples

Become a highly certified (including technical architect certification) and recognized Salesforce.com expert
Serve as a Trusted Advisor, drive conversations with our customer's Enterprise Architects and Business Stakeholders armed with best practices for enterprise architecture functions such as Security, Performance, Development Process, and Application Governance
Manage effectively a team of 20+ Program Architects / Business Transformation architect, assess strength and weaknesses of every team member
Work in coordination with the extended CSG organization, regular interaction with the Success Managers, to better assess the impact of the Architects within the customer,
Anticipate with every Architect a transition plan once the mission is closed with the customer
Contribute to a program vision while advising and articulating program/project strategies on enabling technologies including the Force.com Platform. Provide guidance on application and integration development best practices, Enterprise Architecture standards, functional and technical solution architecture & design, environment management, testing, and Force.com Platform education
Drive the creation of application and technical design documents which leverage Salesforce.com best practices and effectively integrate Salesforce.com into the customer' s infrastructure
Troubleshoot key customer implementation issues and demonstrate ability to drive to successful resolution. Lead the evaluation of business and technical requirements from a senior level
Review and correcting project/program direction, approach and key artifacts to keep programs on track and solutions extendable and maintainable going forward
Identification and pro-active management of risk areas and commitment to seeing an issue through to complete resolution
Provide oversight and mentoring to a small team of architects serving as a coach, providing career development advice and guidance
Advise and mentor diverse teams which include customer and partner resources in technical and functional delivery aspects at a program level, using influence and adaptive communication strategies in scenarios where Senior Architect does not have direct authority over all resources
Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party partners
Build relationships with business partners, internal and external, and contributing to broader goals and growth beyond the scope of a single customer engagement
Contribute to the growth of the Services Practice by identifying and leading internal strategic initiatives to grow the consulting practice, leveraging junior teammates to achieve individual as well as team growth; serving as an active contributor to the practice knowledge and resource base; mentor, educate, and enrich technical and non-technical salesforce.com , customer and partner colleagues
10+ years of enterprise consulting experience, including implementation experience with one or more common enterprise software solutions (e.g. CRM, ERP), filling positions of increasing responsibility and management of more junior technical resources
5+ years experience as a Senior Architect and/or Development Manager/Leads in a mid to large sized organization
Experience with key areas of enterprise architecture, including integration technologies, single sign on, and master data management
Experience being an active coach and mentor to others
Demonstrated ability to be both hands on, as well as strategic
Experience with Waterfall and/or Agile implementation methodologies
Proven results leading and overseeing customer and/or partner success stories in the following domains: front- and back-end solution architecture, development and release management strategies, change management, and direct leadership in designing solutions that meet or exceed customer needs
Proven ability to analyze, design, and optimize business processes via technology and integration
Guiding customers and colleagues in rationalizing and deploying emerging technology
Polished speaker with the ability to evangelize best practices at various levels within a large organization
A particular desire to continually study new technologies and functionality, as well as be involved in projects that push the capabilities of existing technologies
Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience
Strong presentation skills. Able to effectively present and defend point of view to a variety of audiences
Demonstrated ability to build strong, trusted relationships with customers, partners, and colleagues
Travel regularly (average of 50%), but may be higher or lower based on the client engagement
Experience defining and delivering custom Force.com enterprise applications in a technical and/or functional leadership role
Conceptual knowledge of and how to integrate to social and other emerging technologies such as Facebook, Twitter, Radian6, Dimdim, Ruby, Heroku, Node.js, and especially mobile/tablet platform incorporation strategies and technologies

Segment Mgr Advisory Services Resume Examples & Samples

Bachelor’s degree in a Business related field or equivalent experience
Eight plus years relevant industry experience
Comprehensive industry/retirement plan knowledge. Demonstrated relationship management, project management, and effective communication and presentation skills
MS Windows experience with proficiency in Excel and Word
FINRA Series 65 license required within established timelines

Manager, Accounting Advisory Services Resume Examples & Samples

Lead teams to create tailored financial databases and software solutions specific to key issues which address stakeholder concerns, valuation models, synergies, contractual issues, and accounting and tax reporting implications
Help to ensure quality data by adhering to strict data conventions and collection processes and conduct quality checks to ensure compliance to standards
Collaborate with team members for specific project needs
Serve as subject matter expert for created databases and software solutions
Draft technical documentation and client presentations
Five years of development experience in Microsoft SQL server 2008 R2, SQL Stored procedures, SQL Functions, SQL Views/Queries, SQL Reporting Services, Data Analytics, ETL tools, .NET, and either C# or Visual Basic
Knowledge of web design principles, C#, Microsoft .net MVC 3.0 or 4.0, html, CSS, Microsoft Visual Studio 2010, Microsoft Team Foundation Server, jquery, AJAX, and ASPOSE API
Knowledge of data analytics and BI tools, such as Alteryx, SAS, Power BI, Tableau, QlikView
Knowledge of basic accounting and finance concepts and proficiency with Microsoft Excel including VBA
Ability to travel extensively up to 80%
Bachelor’s degree from accredited four-year college or university required; degree in Accounting and Information Systems or related field preferred

Director, Advisory Services Resume Examples & Samples

Develop and maintain in-depth expertise regarding Valence’s products and services
Responsible for the supervision and development of staff
Receive and respond to client requests, service as the liaison between clients and the company. Identify and involve appropriate resources as needed (data analytic, clinical, operations and product experts, etc.) to ensure accurate and timely delivery of the company’s services
Manage execution of client processes per contract requirements, to ensure efficient and effective project operations while properly managing clients’ expectations
Ensure Valence team members are aware of client questions, concerns and service issues and initiate and facilitate appropriate efforts to resolve questions, concerns, and service issues
Provide information to Valence’s marketing and business development useful in the cultivation of key client relationships
Lead cross-functional groups and identify and assist in the development of product or process enhancements which may improve process flow, client use and/or business function; and
Lead the quality review process of Valence’s deliverables such as reports and custom analyses

Business Advisory Services Resume Examples & Samples

Education:Must have a reputable undergraduate degree; MBA preferred
Experience:Prefer 3-6 years of experience in business analysis, engineering, management consulting or equivalent
Problem Solving:Must be able to demonstrate creative problem solving skills, critical thinking aptitude, and experience with data modeling and/or process mapping
Communication and confidence:Must have strong communication and interpersonal skills with experience working in cross-functional teams
Professional development:Must be intellectually curious and motivated to develop professionally, including pursuit and attainment of industry recognized professional certifications

Senior Manager, IT Advisory Services Resume Examples & Samples

Manage project teams through all phases of the technology enablement life cycle. Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements
Advise clients on a variety of business process issues that help identify, assess, manage and measure the organization's capabilities. Use business process, organizational and technology capabilities and knowledge across several of the following focus areas
Experience working in a Wealth Management, Asset Management, Hedge Fund company or as a Management Consultant in one of these companies
Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
Strong knowledge of and experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies
It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture
Willingness and ability to travel approximately 25-40%
Experience in the following areas

Principal, Value & Outcomes Advisory Services Resume Examples & Samples

Design and lead client engagements in the area of HEOR overseeing project deliverables including research analysis plans, progress reports, presentations, abstracts and surveys
Partner with Engagement Leaders to manage project team. Adjust resources, deliverables and client expectations accordingly
Lead, define, develop, and implement strategic plans to build Quintiles Advisory Services in the applicable program areas
Responsibility and accountability for results and for strategic planning of assigned engagements
Present research findings to industry clients and at professional conferences. Publish in peer-review journals as appropriate
Support business development activities
Maintain proficiency of skills and knowledge and remain current with industry trends based current literature, application of new technology, attendance at professional meetings, etc
Serve as Advisory Services liaison with other groups within Quintiles
Sound knowledge of HEOR, RWE generation, survey methods, statistical analysis and reporting, decision analysis techniques, database analysis methods and technical writing
Strong knowledge of prospective and retrospective research methods
Strong influencing and negotiation skills
Strong interpersonal and organizational skills
Strong computer skills, including Statistical programs (e.g. SAS), spreadsheet programming (e.g. Visual Basic), decision-analytical modeling, database mining and Microsoft Office applications
Ability to lead, guide and motivate staff to achieve desired results
Ability to establish and maintain effective working relationships with coworkers, managers and clients

Advisory Services Seniors & Managers Resume Examples & Samples

Focus on finance transformation, helping CFOs to assess and transform their finance function
Work in multidisciplinary teams, provide insights and recommendations on people, processes and systems and work with clients to deliver performance improvements
Work with new and emerging technologies such as robotic process automation and emerging cloud based business intelligence and analytic tools
Performance management/ measurement
Managing/ supervising teams of people on project work

Intern‚ Valuation Advisory Services Resume Examples & Samples

Valuation Services Interns work on a variety of assignments, including financial modeling performed for acquisitions using discounted cash flow, market approach and transaction approach analyses, reviewing equity and debt securities with hedge funds and private equity funds, purchase price allocations, intellectual property valuations, business unit and asset impairment valuations, intangible asset valuations and stock option valuations for multiple industries
Assisting with performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
Working with financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
Independently gathering data pertinent to the engagement through direct client interaction and client site visits
Assisting with the development of proposals, presentations and publications communicated to current and prospective clients
Performing in-depth client, industry, market and competitor research

Analyst‚ Valuation Advisory Services Resume Examples & Samples

In these roles, successful candidates will be relied on to work on a wide variety of assignments, including business enterprise valuations, purchase price allocations, individual asset valuations and stock option valuations. In return for your talents, we offer a unique degree of flexibility and the potential for real growth within an organization that values agility and an entrepreneurial spirit
Performing in-depth client, competitor, industry, market and economy research
Performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
Independently gathering data pertinent to the engagement through client interaction and site visits
Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analysis
Assisting in preparing and presenting the results of our analysis in a clear and concise manner
Contributing directly to the development of proposals, presentations and publications

Senior Analyst / Manager Advisory Services Resume Examples & Samples

Support consulting engagements per client needs
Customization of frameworks
Be able to search for relevant information on the web, synthesize the information, conduct required analysis and create research reports or presentations
Contribute to Advisory projects – formulate plan and methodology; develop and track project plan, create analysis plan & questionnaires, collect information, analyze data
Identify information needs from service providers and country associations, and coordinate information gathering with internal teams interfacing with service providers and such associations
Identify alternative and other data sources and mechanisms to collect data more efficiently and effectively
Develop expertise and interact with outsourcing buyers, service providers, subject matter experts and others in the process of developing and delivering services
Support knowledge management activities
5+ years of relevant industry experience (both research and advisory)
Deep experience with the global delivery model
Prior outsourcing and off shoring experience is a must
Strong skills in Microsoft tools like Excel, PowerPoint, Word and Project
Ability to travel as required to facilitate program delivery
A keen eye and attention to details is required
Demonstrates excellent communication skills including listening, written, oral, and presentation skills
Consistent focus on ‘delivery excellence&#8217
Ability to work with limited supervision and against pressing deadlines
Experience with / exposure to research on outsourcing market (buyers, vendors, locations, pricing, etc.)

Partner Advisory Services Resume Examples & Samples

Execution of consulting engagements per client needs
Customization of frameworks, new consulting / research services
Assist in sales efforts
Support creation of new client proposals
Support authoring of white papers, point of views, articles, etc
Research and internal support
Continuously seek to identify new areas of growth and opportunity for Neo Group
Minimum 15 years of outsourcing industry experience (client and/or vendor experience)
Supporting advisory and/or analytically driven projects

VP of Hotel Asset Management & Advisory Services Resume Examples & Samples

Excellent analytical skills and strong inter-personal skills
Demonstrated ability to manage small teams of professionals to drive results
Demonstrated ability to meet deadlines under pressure while producing high-quality output
A minimum of 3 years of hospitality-related Asset Management experience in the luxury asset tier

Forensic Advisory Services Resume Examples & Samples

Manage, direct, and monitor client service teams on multiple litigation engagements and manage to budget
Play a key role in future business generation by identifying, developing, and securing new business opportunities
Attend professional development and networking events. Train seminars on a regular basis
Run client engagements from start to finish, which includes planning, organizing, conducting, directing, and completing FAS projects and services and managing projects to budget
Maintain a good working relationship with clients and work effectively with client management and staff at all levels to gather information and perform services
Work closely with Grant Thornton Senior Managers and partners to promptly identify and resolve client problems or issues
Motivate others to perform at maximum efficiency without sacrificing quality of the services delivered
CPA, CFE, CMA, CFA, or CIA required
Forensic, investigation and/or litigation support experience
Accounting and finance knowledge; proficiency in US GAAP and GAAS preferred
Ability to work additional hours as needed and travel to various client sites, both domestic and international

Advisory Services Performance Improvement Resume Examples & Samples

Demonstrated experience through all phases of the technology implementation life cycle, including project planning, requirements definition, architecture design, build/configuration, testing and operational transition
Strong track record implementing major software packages (e.g. SAP), with at least one major full-cycle implementation project
4 to 6 years combined business and project experience
Functional and software expertise on supply-chain management, logistics, warehouse and/or production planning
A bachelor's degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating operations with technology skills. Both in English and in French
Good presentation skills to facilitate workshops to collect business requirements and present solutions

Head of Advisory Services Resume Examples & Samples

Participating in envisioning future trends and strategic
At least 7 years of experience leading one or more of the
Experience working in at least 2 different major global

EY is Looking for Experienced Management Consultants With Banking Transformation Experience to Advisory Services Resume Examples & Samples

Analyzing, designing and overseeing implementations of business architectures and target states
Designing and implementing business transformation and digitalization strategies
Leading and supporting solution / vendor selection processes
Business architecture
Business model development
Content-heavy project management
Business transformation
Process development
PMO
Implementation of regulatory requirements
Vendor selection and management
Information management and architecture
Business analysis with functional area expertise

Advisory Services Resume Examples & Samples

A minimum 8 years’ experience in the capacity of a management consultant, real estate, or facilities management outsourcing service provider or within a corporate real estate or facility management organization is strongly preferred
Strong analytical, interpersonal, and communication skills; clear and effective written and spoken communication skills are a must for this position, including the ability to author technical and business-related documents
Experience in leading project teams and mentoring staff; provide active leadership to teams and boost team performance and enhance people development
Ability to give senior executive/board-level oral presentations to support proposals, orals, and client service delivery requirements; ability to facilitate large group work sessions and executive leadership meetings
Development of real estate portfolio optimization strategies, workplace strategies to promote optimization of portfolio and enhanced workforce enablement, governance frameworks to promote effective real estate and facility management policies and business transparency, leading practices and business process mapping to support real estate and facilities operations, real estate and facility management workforce/operating models to promote effective operation, and assessment of sourcing and IT RFI/RFP materials to support real estate and facility management procurement initiatives
Advanced project management understanding and skills to manage multiple complex projects and project teams
Working knowledge of one or more of the following technical vendors and applications: Accruent, Archibus, Trimble Manhattan and Prolog, IBM Tririga and Maximo, Oracle Primavera, Planon, SAP RE or other system(s) preferred

Principal Director, Advisory Services Resume Examples & Samples

Develops and manages overall client engagements and offerings to achieve desired results and outcomes
Serve as a leader in practice management and innovation which includes creating and enhancing current tools, methodologies, recruiting practices, personnel development and business development processes
Manage, contain and deliver on client expectations around engagement activities, timelines, deliverables and outcomes
Demonstrates expertise and leadership in consultative core competencies such as executive presentation development/delivery, change management, facilitation, etc
Communicate effectively (written and verbal) to a variety of audiences; must be able to persuade and influence the actions of others; Interactions will range from routine to complex and include formal and informal presentations, one-on-one and group discussions
Oversee the preparation of final client deliverables and ensure engagement staff demonstrate full command of the material
Develop and maintain strong client relationships to expand current nThrive business and identify new business, and cross-selling opportunities
Support primary selling efforts in areas of subject matter expertise/experience
Apply strong analytical and critical thinking skills to lead our teams in developing solutions to difficult or complex client situations to ensure goals and objectives are met, including delivering results on time and within budget
Lead and focus team efforts in managing the client relationship, facilitating working sessions, deliverable development, data analysis/interpretation, process design, and formulating conclusions and recommendations
Play a key role in the retention, professional development and performance review of staff, including the mentoring, coaching and recruiting of staff
Collaborate with project planning and staff scheduling to ensure appropriate leverage of resources
Collaborates with internal and external team members (e.g., product development, solution management/marketing, implementation and service delivery teams)
Strong executive presence and presentation skills - ability to lead C-suite meetings such as Steering Committees. Develops and executes communication plans
Provide thought leadership in industry, market, and policy landscape for offering development and sales support
Coaches and shares expertise with others
Build a strong network of client and industry relationships which strengthen nThrive prominence in the market and provide avenues that generate new business by publishing or speaking engagements
Work with internal SMEs to develop sales materials
Adheres to all company policies and procedures including, but not limited to those identified within the Standards of Business Conduct and the Colleague Handbook, as may be amended from time to time. Adheres to all applicable laws and regulations and the company's governance/compliance program
Responsible for reporting violations of the company's policies and procedures, Standards of Business Conduct, governance program, laws and regulations through the company's Help Line or other mechanism that may be available at the time of the violation. Assists with internal control failure remediation efforts
Possesses a full and complete understanding of the internal control requirements within their area of ownership/responsibility. Responsible and accountable for internal control implementation and performance within their area of ownership/responsibility. Ensures proper internal control change management protocol is followed
Minimum of 12 years work experience in a combination of healthcare consulting, strategy, or operations management
Knowledge in the healthcare industry – revenue cycle management experience is required. Experience and/or willingness to contribute to thought leadership in the revenue cycle space
Experience with executive communication and presentation skills that drive client results
Project Management experience including creating work plans, budgets, managing budget to actual, and goal setting/benchmarks
Willingness to travel up to 70%, or as required to meet client and internal objectives
Experience managing teams, preferably in a remote/project-based environment. Ability and desire to coach and mentor junior staff
Ability to actively manage and deliver on client expectations around project activities, timelines, deliverables, outcomes, etc; ability to direct others in this regard
Ability to provide targeted communication (written and verbal) to internal and external constituents
Proven analytical and process redesign skills (problem solving, quantitative, workflow process, etc.)
Ability to work with a diverse group of professionals and personalities in a team environment
Advanced knowledge of MS Office applications, including Word, PowerPoint, Excel, Access and Outlook
Knowledge of nThrive products or products and services of competitors preferred
Physician/Ambulatory/OP Revenue Cycle expertise highly preferred

100

Manager Advisory Services Operations Resume Examples & Samples

Manage daily operation of department, analyze results, adjust and improve as needed or directed by Quality Control. Coordinate required systems changes with systems staff and/or vendors. Ensure all areas are in compliance with SEC, FINRA, IRS, Department of Labor, Departmental and Corporate regulations and policies - 25%
Plan, develop and manage department objectives, procedures and budgets to ensure overall divisional goals are being achieved or exceeded. Recommend and implement procedures, productivity measures, and new technologies to increase efficiency, productivity, and cost effectiveness of department - 25%
Responsible for projects that have impact to department procedures, systems, services and forms. Analyze requirements for various types of business by applying comprehensive knowledge of products, agreements, regulations, and systems. Negotiate with internal departments for services required. Provide technical expertise and make recommendations on all operational issues as related to underwriting, service agreements and contracts - 25%
Analyze, adjudicate and approve the handling of complicated and escalated client complaints. Ensure that no policies, procedures or regulations are violated and all complaints are handled in a non- discriminatory manner. Correspondence with internal/external clients and/or participants, upper management, and agents/brokers - 15%
Provides supervision, training, motivation and professional development of staff to ensure high quality output and efficiency in the department. Includes selection and training of new employees, coaching and feedback, and performance management of direct reports. Develop and maintain department quality and productivity metrics. Monitor trends, maintain employee records and report findings to management - 10%
Autonomy - Using established procedures and working under general supervision, performs assigned tasks. Resolves most questions and problems, and refers the most complex issues to higher levels
Serves as a point of escalation of exceptions considering risks, financial impacts and business relationships to Quality control, oversight and management teams
Financial Responsibility - Invoicing, operating costs, assisting in budgets
Internal and External Clients - Vendors, Empower/FasCorp operations, client service teams, advisors, Quality Assurance teams, Product, Implementations, Sales, RMs, Communications, finance
Degree in business, finance or similar field
Without a degree, an additional four years of directly related Advisory services operational experience is required
Series 65 licensed
Other licenses as determined by compliance

101

Segment Mgr Advisory Services Resume Examples & Samples

1) Partner/Segment Client & Account Management
Comprehensive industry/retirement plan knowledge. Demonstrated relationship management, project management, and effective communication
And presentation skills

102

Digital Advisory Services Leader Resume Examples & Samples

20+ years of professional experience, of which at least 8 years related IT and/or Business experience and 5 years of experience with people management, market development, sales management, operations management, and driving delivery excellence
Consistent record of delivering business value at an executive level, bringing the benefits of technology to transform their business by conceptualizing, planning and launching the delivery of digital-enabled business change projects
Experience taking principled approach to Digital Transformation challenges and opportunities
Experience implementing key Microsoft technologies; deep understanding of current Microsoft offerings across cloud and IoT

103

Advisory Services Resume Examples & Samples

Develop BI reports, dashboards, and visualization output
Interact with client users
Develop processes to manage and maintain meta data
Complete business analysis tasks
Excellent inter-personal skills
Relational database experience such as DB2, Oracle, SQL Server, Informix
UNIX/Shell scripting experience
Relational and/or Dimensional Data Modeling
Understanding of Data Warehousing
Candidates must possess a Bachelor's Degree
Must be amenable to be assigned in Ortigas and must be willing to relocate if business need arise

104

Advisory Services Resume Examples & Samples

Lead teams in the technical development and/or support track for SAP engagements
Hold sessions with end users and/or functional consultants to gather business requirements for technical development
Develop technical design, unit test scripts based on functional design documents
Pursue prescribed coding standards during development work
Prepare quality deliverables as per designated project timelines
Assist business user during design/FUTs/UATs
Conduct trainings
6 - 10 years of relevant experience working in SAP ABAP with specialization in HCM
Should have worked in at least 3 full life cycle implementations including Workflow experience in 2 projects
Experience in HCM module and integration with FICO
Experience in HCM Application / Payroll application development
Workflow development experience is must
Expertise in Reports, ALV. Exits, Enhancements, Smart forms, Scripts,
Experience in OOPS. BDC, Implementing SAP notes
Proficient in problem analysis and troubleshooting using SAP SQL trace, runtime analysis, debugging
Knowledge of SOA using web services
Possesses good communication skills to coordinate, resolve queries of both external and internal customers
Team leadership experience with excellent interpersonal skills and people centric approach to understand employee needs as well as to manage employee expectations
Self-motivator and result oriented to complete task as per timelines
Must have good analytical and problem solving skills

105

Advisory Services Resume Examples & Samples

Translate Business/Functional requirements into detailed technical specs that will be used by both the developers and by the client with an emphasis on leveraging delivered functionality with little to no customization
Build and test work packet based on the functional and technical specification documents
Ability to understand client requirements, possess clarity of thought and communication and translate business requirements/issues to Technical requirements and design
Report the progress of his work in respect with the planning and budgets validated by the project team
Will be reporting to the offshore PeopleSoft Manager

106

Forensic Advisory Services Resume Examples & Samples

Manage, direct, and monitor client services teams on multiple engagements; plan, execute, direct, and complete FVS projects and services in a wide variety of industries; and manage to budget
Litigation Support
Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field. Advanced degree preferred
Five to seven years of progressive experience in public accounting or consulting with a minimum of two years in litigation support, business valuation, or forensics
Certification/license as CPA, CFE, CMA, CFA, or CIA and valuation credentials such as CVA, ABV, AVA, or ASA preferred
Accounting, finance, and economics knowledge; proficiency in US GAAP and GAAS preferred
Litigation Support/Consulting: Experience should include a demonstrated ability to assist litigators on developing, evaluating, and settling case strategies and preparation of attorney work product to support case strategies
Valuation: Expertise in broad-based business and financial valuations, multi-discipline appraisals, and fairness opinions, especially those of closely held companies

107

Forensic Advisory Services Resume Examples & Samples

Run client engagements from start to finish, which includes planning, executing, directing, and completing FAS projects and services and managing to budget
Conduct research and analyses and supply information to assist management in consulting on large and complex litigated disputes and providing valuable financial insight and clarity to counsel during all stages of a business dispute, from case theory development and discovery to expert witness testimony
Assist in preparing questions for discovery and deposition of potential witnesses, assist in reviewing and refuting the testimony and analysis of expert witnesses, design court exhibits, and participate in depositions and court as necessary
Supervise, train, and mentor associates and interns on process and assess performance of staff for engagement reviews; perform in-charge role as needed
Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field. A Master’s degree is a plus
2 to 6 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level
Progress towards and/or desire to earn additional credentials such as CPA, CFE, CFF desirable
Forensic, investigation and/or litigation support / consulting: Some experience in assisting management in consulting litigators on developing, evaluating, and settling case strategies and preparation of attorney work product to support case strategies
Experience in fraud investigation and forensic accounting a plus
Analytical with experience in financial analysis and modeling, econometrics, statistics, and regression analysis

108

Advisory Services Resume Examples & Samples

The role requires solid Data Integration support and maintenance experience and the candidate must have the ability to
Manage ETL processes
Manage data quality involved in the ETL processes
Manage data movement audit and error management processes
Manage data reconciliation processes
Interact with client users for L1 and L2 Processes
Maintain ETL SLAs and data processing time frames
Understanding of Business Intelligences and Data Warehousing

109

Advisory Services Resume Examples & Samples

Minimum 2 years functional experience with several of the following PeopleSoft Finance modules: General Ledger, Accounts Payable, Accounts Receivable, Billing, Asset Management, Project Costing, Cash Management and Fixed Asset
Minimum 2 years Developer experience; working experience on Application Designer objects, PeopleTools, Application Engine, SQR, PS Query and Integration Broker
Proven ability to work with all members of a project team, including business, technical, and management
Experience developing Oracle PL/SQL programs
Excellent written and oral communication skills for both technical and non-technical audience
A result oriented individual and a good team player
Applicants must be willing to work in Ortigas

110

Advisory Services Resume Examples & Samples

Report the progress of his work in respect with the planning and budgets validated by the project tea
Minimum 3 years functional experience on several of the following PeopleSoft Finance modules: General Ledger, Accounts Payable, Accounts Receivable, Billing, Asset Management, Project Costing, Cash Management and Fixed Asset
Minimum 6 years Developer experience; Strong working experience on Application Designer objects, PeopleTools, Application Engine, PeopleCode, SQR, PS Query, Component Interface and Integration Broker

111

Advisory Services Resume Examples & Samples

Ability to understand client requirements, possess clarity of thought and communication and translate business requirements/issues to Functional requirements and design
Minimum 6 years functional experience on several of the following PeopleSoft Finance modules: Billing, Accounts Receivable and Procurement
Minimum 4 years functional experience on several of the following PeopleSoft Finance modules: Asset Management, Project Costing, Cash Management, Fixed Asset, General Ledger and Accounts Payable
Minimum 3 years Developer experience; Strong working experience on Application Designer objects, PeopleTools, Application Engine, PeopleCode, SQR, PS Query and Integration Broker
Experience or have knowledge with GL configuration including base table set up, adding ChartFields, creating allocations, combo edit rules, consolidations, commitment control processing, trees and performing month and year-end close
Experienced or have knowledge with AR configuration including defining financial gateway processing, pay cycles, 1099s, etc. Should be familiar with OCR scanning and indexing, workflow, accruals, and close reconciliation
Experienced working on PeopleSoft Financials Application Version 9.0 and up

112

Advisory Services Resume Examples & Samples

Team member in the technical development and/or support track for SAP engagements
Assist in sessions with end users and/or functional consultants to gather business requirements for technical development
Assist team lead in business user during design/FUTs/UATs
2-5 years of relevant experience working in SAP ABAP with specialization in HCM

113

Advisory Services Resume Examples & Samples

Bachelor's Degree Holder
Overall 8+ years of SAP experience with minimum of 3+ years in SAP Extended Warehouse Management
Should have worked on at least 2 full life cycle implementations in SAP EWM
Should have done Requirement Gathering/Business Blue Printing in SAP EWM
Expertise in SAP Mobile Technologies Implementations using: SAP Console/ITS Mobile/RFID for Radio Frequency Framework Solution design
Should have sound knowledge in some of SAP ERP modules such as SD/MM/WM
Should have strong exposure of SAP EWM Outbound, Inbound and Internal processes with VAS, Quality Inspections and EGR, Wave Management, Physical Inventory, Posting Changes
Proficient in implementing Labour Management, Yard Management and Cross Docking in EWM
Proficient experience in interface development (RFC/ALE/IDoc/Web Services)
Experience of having worked in an onsite- offshore delivery model would be a plus
Experience of having worked in a CMMI organization would be a plus
Certification in SAP EWM would be a plus

114

Advisory Services Resume Examples & Samples

Need to work as a team member to contribute in various technical streams of cloud implementation project
Strong exposure to Integration Concepts and technologies
1-4 years of experience in implementing SAP PI Dual stack and Single Stack
Implement new version of SAP PI/PO 7.4. Develop technical design documents.UATs
Must have been involved in translating the functional design documents for the technical integration scenarios
Work experience in SOAP, RFC,FILE, SFTP, JDBC, IDoc_AAE
Working knowledge of ABAP related to PI/PO
Experience on HANA Cloud Integration
Should have understanding and experience of integration best practices

115

Advisory Services Resume Examples & Samples

Build and extend Fiori applications using HANA Cloud Platform and eclipse
Apply SDLC guidelines for all phases of solution implementation
Provide UI design guidance including security consideration
Immediate hot fixes on critical issues and configurations
2-5 years working experience
Experience working with the languages (e.g. SAPUI5, JavaScript, CSS, HTML5, jQuery)
Must be good at JavaScript’s, JQUERY, XML, JSON and HTML5, Layout designing with CSS
Building Complex UI's with UI5, Good at Filters, Associations and Navigation, and BatchCalls concepts
Experience in Fiori Design patterns, expertise in UI Theme designer
Good knowledge on MVC frame work
Must be good in understanding CRUD methods and coding in Gateway
Experience with SAP Web IDE
Experience in Fiori Launchpad configuration

116

Advisory Services Resume Examples & Samples

Perform SAP Data Services installations, upgrades, and support/enhancement package updates
Experience on Management console, CMC, Repository Manager, Job Server, Access Server
Perform system monitoring, performance tuning, and capacity planning
Transport changes (functionality and data) between Data Services landscapes
Implementing authorizations and SAP access controls; securing SAP infrastructure network communications
Maintaining and/or executing backup/restore and disaster/recovery procedures
Troubleshooting and resolving Data Services system problems
Implementing SAP component notes and patches; designing and/or documenting SAP procedures
Interfacing with other technical resources, customers, and external resources such as vendors or peer institutions
Provide leading practices guidance for environment maintenance and usage
SAP Data Services Administration
Define Security and Authorization Strategy for Data Services landscape
Manage Data Services Development, QA and Production Environments
Transport changes between Data Services landscapes
Manage user access and connection objects
Manage backup routines
Perform routine maintenance activities such as patch upgrades, etc
5+ years of experience in Data Services Administration

117

Asst Dir-advisory Services Resume Examples & Samples

Responsible for the delivery of consulting, implementation, model calibrations and client facing projects within the Insurance Services team with a focus on our Wealth, Pensions and Asset Management sector
Undergraduate degree in highly quantitative subject (financial mathematics, mathematics, physics, etc.)
Experience in a financial institution (e.g. within an asset management, consulting firm or insurance company)
Understanding of financial mathematics e.g. derivative pricing, interest-rate modelling, econometrics, stochastic processes, Monte-Carlo simulation, etc…

118

GDS Advisory Services Resume Examples & Samples

Engage in Cyber Transformation projects
Contribute to people related initiatives including recruiting and retaining Cyber Transformation professionals
Building a quality culture at GTH
Manage the performance management for the direct reportees, as per the organization policies
Familiar with OWASP and Secure SDLC standards / frameworks
Good knowledge of Security architecture design and review
Graduates / BE - B. Tech / MCA / M. Sc. (Stats, Maths, Computer Science) / MBA with background in computer science and programming with 3 – 7 years of relevant work experience
Basic knowledge of incident management
Amanebale to be assigned in Ortigas or in Makati City

119

Advisory Services Analyst Resume Examples & Samples

Interviewing various resources to gather required information. Analyzing and documenting requirements. Configuring applications. Analyzing data. Developing security and controls. Participating in testing, whether application, system, integration and / or end user testing. Improving enterprise architecture. Beginning to manage some project components
Demonstrating ability to digest, incorporate and leverage new knowledge. Possessing good business acumen. Remaining current on new developments in advisory services, capabilities and industry knowledge
Be pursuing a bachelor’s or master’s in: MIS, Computer Science, Statistics, Math, IT Security, Engineering, Operations Research, Accounting or Finance (with a specific concentration in MIS), Information Systems, Information Technology, Technology Risk, Computer Engineering or related technology disciplines
1 – 3 years of relevant technology experience and an interest in financial services
Excellent interpersonal, written and verbal communication skills
Flexible and willing to travel as well as work in excess of standard hours when necessary
The ability and willingness to travel is an essential function of this position as travel is estimated at 80%
Proficient with MS Office, including MS Excel, MS Word and MS PowerPoint

120

Analyst‚ Valuation Advisory Services Resume Examples & Samples

Researching target industries, market and competitor information
Interviewing clients, including face-to-face meetings, to gather data and information pertinent to the engagement
Working with management to build and maintain client relationships
Identifying and communicating potential engagements to management
Reporting and presenting analyses and conclusions including written reports
Perform business and intangible assets valuation engagements for fair value measurements and transactions
Developing financial models for transaction and valuation engagements

121

Manager Accelerate Advisory Services, Cemea Resume Examples & Samples

Manage and develop team of CEMEA advisors
Establish solid working relationships with VMware teams and executives in sales, pre-sales and professional services
Facilitate various interactions and workshops between AAS and VMware account teams to develop propositions towards customers

122

VP-participant Advisory Services Resume Examples & Samples

Responsible for leading an organization of 35+ product and service experts focused on participant investment advisory products and services offered by AAG (both directly and indirectly)
Lead product development and management activities to ensure high levels of product competitiveness and differentiation; conduct strategic, marketplace and other necessary analysis to drive the business case for new or evolved participant advisory services offerings; oversee technical team responsible for product specifications and coordination with technology to deliver new capabilities and functionality
Lead team responsible for all elements of plan sponsor client management and service, including goal setting, reporting, product implementation, and participant campaign management
Charged with design and oversight of a participant engagement, education and retention model deployed through field-based Series 65 representatives (anticipating approx. 250+ representatives within 12 months)
Manage and direct the evolution of key vendor relationships with two independent fiduciary entities (IFEs) critical to the delivery of participant investment advisory services (representing over $30M in vendor expense annually) offered through Advised Assets Group, LLC
Act as senior liaison and subject matter expert for all aspects of AAG’s services to GW/Empower senior leaders in operations, legal, compliance, and audit
Leadership responsibilities including building organization capability through selection, motivation, development and management of talent in AAG organization; and working collaboratively across organization with senior leaders
Directly engage in sales and relationship activities as senior leader, including educational webinars, presentations at industry conferences, and client pitches; own ultimate accountability for sales, AUM, and revenue goals
Identify key performance indicators (KPIs) and the data necessary to track against KPIs; Monitor and report on key business metrics; analyze performance against strategic targets; assess competitor products and services, and identify product differentiators
Prepare and deliver business reviews to senior management and the Advised Asset Group Board of Directors
Responsible for ensuring organization’s adherence to highest professional standards along with all applicable compliance and regulatory requirements, including the management of a specific compliance oversight regime for across AAG activities
Bachelors degree in finance, economics, marketing or other business field required or equivalent work experience
Series 65 required upon hire or within 90 days; CPA, CFA, MBA, and/or CFP preferred
Ideal candidate must have in-depth knowledge of managed accounts industry, including customers, regulatory environment, products, and competitors. Typically 10+ years experience in investment and financial services industry, or related experience required
Ideal candidates will possess exceptional general management and leadership skills including strategy, finance, product management, client service, operations, vendor management, cross-organization collaboration, and people development
Effective communication and presentation skills a must

123

Asst Dir-advisory Services Resume Examples & Samples

Minimum Bachelor’s Degree (or equivalent) with an emphasis in Finance, Economics, Accounting, Mathematics, or related quantitative field. MA or MSc degree a plus. FRM or PRM or CFA designation a plus
Experience in building single obligor risk assessment models (such as PD, LGD, EAD, Stress testing and Provision Models)
Excellent analytical skills and persistence in analytical and problem solving, quantitative approach to understanding problems in finance
Must be flexible with international travel

124

Advisory Services Risk Senior Manager Resume Examples & Samples

Lead large scale client engagements and drive high-quality work products within expected timeframes and on budget. Consistently deliver quality client services and manage expectations of client service delivery. Monitor progress, manage risk and verify key stakeholders are kept informed about progress and expected outcomes
Remain current on new developments in advisory services capabilities and industry knowledge and understand EY and its service lines and actively assess/present ways to serve clients. Sector relevance is a plus
A bachelor's degree in accounting, finance, business 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
Knowledge of Enterprise Resource Management and related risk analysis experience
Understanding of control rationalization, optimization, effectiveness and efficiency

125

Advisory Services Consultants Resume Examples & Samples

Focus on finance change, helping the leadership of the Private and Public Sectors to assess and change their Finance function and better execute strategy through Performance Management
Work in multidisciplinary teams, provide insights and recommendations on people, processes and systems and work with clients to deliver improvements
You will deepen your subject matter expertise as part of a global network of finance advisory professionals and get the opportunity to work on global projects
Cost management & control/ value for money reviews
Shared services and outsourcing advisory
Managing/ supervising teams of people on project work (Senior Consultants)

126

Advisory Services Experienced Senior Resume Examples & Samples

Demonstrate an understanding of the client's platform structure, security software used, and how information systems are used at the client and within the client's industry
Execute procedures, perform detailed data analysis, reach conclusions, document results, and suggest ideas for efficiencies. Recognize relevant financial statement issues from basic analysis and identify potential non-compliance with standards
Maintain relationships with the client at appropriate levels. Demonstrate teamwork and responsibility with engagement team members, stay abreast of the current IT environment and industry IT trends relevant to client's business, and use current technology/tools to enhance the effectiveness of deliverables and service
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
Develop technical capabilities in areas such as information management and advanced analytics along with experience in implementing transformational change to make the science of analytics value oriented
A bachelor's or master’s degree and related work experience; degree emphasis in Computer Science, IT, Computer Engineering, MIS, Mathematics, Industrial Engineering or Statistics desired; Master’s degree in one of these areas preferred
Application/database development experience working primarily with Microsoft toolset (SQL Server, VB/.net, MS Access) is a plus
Advanced project management and client service skills
Ability to understand business challenges and translate them into value add analytics solutions
A willingness to travel to meet client needs; travel is estimated at 20%. A valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally

127

Manager, Accounting Advisory Services Resume Examples & Samples

Work with valuation advisors to assess the impact and reporting of valuation events such as acquisitions, management buyouts, and fresh-start accounting
Identify and build long-term business relationships with new target clients and key executives
Eight years of experience with a public accounting firm, advisory services firm, or a large multinational organization conducting financial audit or corporate accounting
Strong current knowledge in one of the following: U.S. GAAP, IFRS, SEC financial reporting issues, bankruptcies, business combinations, or financial restatements
Demonstrated ability to connect with senior executives of leading organizations to generate new business relationships and projects
Travel may be up to 80-100% domestically and internationally

128

Associate, Accounting Advisory Services Resume Examples & Samples

Provide accounting advisory support and research to clients, including implementation assistance with new accounting standards
One year of financial audit experience with a public accounting or advisory firm, or three years of financial reporting and consolidations experience with a Fortune 500 organization
Strong knowledge of U.S. GAAP and IFRS

129

GDS Advisory Services Resume Examples & Samples

MBA with an emphasis in Compliance, Risk, Accounting, Finance, Mathematics, Economics, Statistics, Technology or a related financial field
Must have PC proficiency, including MS Excel
Must have strong written and verbal communication skills for client interactions
Must be willing to work in the shifts if required
Must have effective project management and teamwork skills, and the ability to work under pressure
Willing to Travel and work for short or long duration from other sites in Bangalore, other cities in India and abroad with minimal supervision
At least 3 to 6 years of relevant experience in the Compliance field
Strong academic background, including a Master’s degree in Finance, Economics, Accounting, Engineering or a related field
Demonstrate keen interest in compliance and regulatory issues related to Banking & Capital Markets industry and participants
Take ownership and initiatives to improve the status quo
Multi-task, learn on the job and work under pressure to meet strict deadlines in a fast paced environment
Pay attention to detail while maintaining a holistic view on the big picture
Logical minded with common sense approach
Be comfortable in asking questions, even in front of a big audience
Seek to understand the overall process and objective before beginning to work on it
Escalate issues and problems, articulate clearly to leadership, onshore and client team
Demonstrate integrity, respect and be able to work collaboratively with team members
Possess energy, enthusiasm and the courage to lead

130

Advisory Services Resume Examples & Samples

A minimum 5 years’ experience in the capacity of a management consultant, real estate, or facilities management outsourcing service provider or within a corporate real estate or facility management organization is strongly preferred
Ability to give oral presentations to large groups and executives to facilitate data and information collection as well as to support proposals, orals, and client service delivery documents; own mid-level relationships and interact with senior executives / C-Suite
Experience in leading project teams and mentoring staff and interest in recruiting professional development
Understand and develop real estate portfolio optimization strategies, workplace strategies to promote optimization of portfolio and enhanced workforce enablement, governance frameworks to promote effective policies and business transparency, leading practices and ability to map business processes, real estate and facility management workforce/operating models to promote effective operation, and sourcing and IT RFI/RFP materials to support procurement initiatives
Advanced project management understanding and skills to manage a small team (3-5 people) and a multi-month project
Proficiency with MS Office Suite including Excel, Word, PowerPoint, Visio, and Project; understanding of building data visualizations with a strong understanding of appropriate chart types to use to highlight patterns in the data, using tools such as Tableau, Spotfire, QlikView

131

Asst Dir-advisory Services Resume Examples & Samples

Responsible for the delivery of consulting, implementation, model calibrations and client facing projects within the Insurance Services team. This is through a combination of direct client work and through leading/supporting a team of junior analyst in projects to implement software and content solution for actuarial pricing, capital and risk management applications
Leading work on the training and support of our clients in relation to insurance focused stochastic modelling products, models and calibrations. This includes the hosting of onsite training sessions and the delivery of training on these products and their underlying quantitative modelling techniques. In addition, the role holder will have responsibilities for the development, maintenance and delivery of training and support to our clients
Working with the sales team to engage with prospects in meetings/workshops related to the implementation projects for our products and content-services
Working directly with clients to support the implementation, training, documentation and validation of our insurance focused stochastic modelling products and services. Projects are varied and can involve a combination of activities run from our Moody’s Analytics offices and also onsite with clients
Produce analytical work for insurers (Life, General) based on the application of financial modelling to life insurance and risk management problems. This will include use of the Moody’s Analytics (B&H) ESG and wide stochastic modelling tool kit in the following areas
Configuring solutions for clients and working with them to implement our solutions
Working with our modelling operations team to configure bespoke content services
Development and advisory projects with regard to bespoke modelling and calibration services
Engaging with key stakeholders across our research and product development teams to represent our client ‘voice’ in the development of our software and content solutions
Maintain and develop client relationships and key stakeholder relationship across the insurance business
Working toward the actuarial qualification. Insight and knowledge of the modelling used in the Life Insurance sector is advantageous
Experience in a financial institution (e.g. within an insurance company or consulting firm)
Experience of coaching, project management or project lead roles
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Can be relied upon to hit deadlines while maintaining high standards
Willingness to innovate and discuss ideas
Excellent communication skills, both verbal and written, including the ability to communicate with people from different backgrounds and at all levels
A sincere interest in the development and success of others

132

Manager, Digital Advisory Services Resume Examples & Samples

Sales Management: Create account plans and participate in joint account planning with sales teams, Organize and lead sales pursuits, directly or in supporting capacity, regularly review opportunities. Plan and execute engagement renewals. Prepare Das for effective pre-sales. Coach them through opportunity development
Delivery Excellence: As a practice leader, you would provide the vision for sales & engagement delivery teams. Drive delivery of quality customer deliverables including work orders and status reports. Track customer satisfaction, ensuring customer expectations and conditions of satisfaction are set and met
20+ years of professional experience including people management, market development, sales management, operations management, and driving delivery excellence
Experience managing technology-enabled business change within one or more industries (i.e., Financial Services, Retail, Manufacturing, Public Sector)
Travel is an integral expectation of this position as the needs of our customers and our business demand

133

Digital Advisory Services Resume Examples & Samples

Lead an organization chartered with guiding our customers on their digital transformation journey; inspiring, influencing, and accelerating the adoption of cloud and modern application technologies to achieve their mission goals and realize true outcomes benefitting citizens and empowering their employees
Lead the Office of the CTO (OCTO), comprised of regional Solution Architects and Digital Architects. OCTO will be responsible for identifying emerging market trends, systemic challenges, and opportunities then formulating scalable and repeatable solutions that address the needs of the market and drive positive business outcomes for our customers. OCTO will support all phases of the business and customer lifecycle; from business strategy and solution IP development through pre-sales and ongoing strategic customer consulting and technical quality assurance on our most complex and critical customer engagements
Provide strategic leadership and technical direction to various technical communities, fostering collaboration and IP reuse to accelerate adoption and ensuring high customer satisfaction
Work closely with the Federal Civilian & SI Services Sales Leader and Services Delivery Practice Leaders in supporting the Regional Services Sales Strategy and Delivery Execution Plan, which incorporates IP developed by the Worldwide (WW) Office of the CTO to drive consistent implementations of technical strategies across the globe
Support large/strategic business opportunities in the Region, establishing and growing relationships with key customer executives, and directly engaging alongside the delivery teams in large/complex/strategic engagements. As a senior leader within a fast growing and transforming business, the CTO will be the steward of an inclusive environment where diverse viewpoints are sought, the best ideas are recognized, and all coalesce towards shared goals while maintaining accountability for results
Partner closely with leadership from Services delivery and sales teams, Services Global Domains, the Civilian and SI Account Team Units (ATUs), Federal Sales Technical Unit (STU), other Enterprise & Partner Group (EPG) stakeholders, Microsoft product teams, and key local and Industry partners in order to successfully land Microsoft’s strategic priorities across the market space
Leadership experience within Civilian Departments and Agencies is preferred. Substantial experience with cloud and modern application technologies as well as Federal IT security requirements, policies, and processes is required
Strong familiarity with Microsoft technologies is preferred, specifically the Microsoft Azure, O365, and Dynamics platforms
The successful candidate will demonstrate significant direct people management experience with executive presence and the ability to motivate employees and customer stakeholders at all levels
Experience in all phases of Federal government procurement and contracting including leading technical sales and/or technical volume evaluations through Federal competitive bid processes is required. Strong oral/written communication, interpersonal, and operational management skills is required
The successful candidate must be a U.S. Citizen, and hold or can obtain a US Government Security Clearance and can start within 30 days of offer acceptance

134

GDS Advisory Services Resume Examples & Samples

Manager – 6 to 10 years’ experience
In-depth knowledge in compliance, AML- KYC, Sanction Screening, regulatory reporting, FATCA-CRS as well as bank compliance practices
Experience in the design, development and implementation of internal controls for financial services business processes
Effective leadership, project management and team work skills
Prior experience in consulting is preferred
CAMS/CFCS Preferred
Must conduct performance reviews and contribute to performance feedback to staffs
Willing to Travel and work for short or long duration from other sites in Bangalore other cities in India and abroad with minimal supervision
Build strong relationship with Ernst & Young Advisory services and with other services across the organization
Participate in business development activities

135

Head of Advisory Services Resume Examples & Samples

Build digital transformation services business model, by identifying & evaluating market and target clients
Expand model to include new digital services such as managed services, advisory services & education services
Identify, evaluate, & pursue profitable digital transformation services business opportunities
Work with executive leadership team and customers to develop & implement plan globally
Research potential business deals by analyzing market strategies, and deal requirements
Build a team of global practitioners to deliver the new service offerings
Participate in envisioning future trends and strategic technology solutions
Participate in customer opportunity and qualification calls
Understand customer strategic needs and objectives
Articulate and formulating solutions for proposals and statements of work that align to the client strategic needs
Work with the sales team through deal progression and signing
Define scope for customer engagements and developing the basis for estimates
Actively engage to bring insights to drive quality on engagements
Build relationships with business leaders internally as well as externally
Support external engagement of team through conferences and seminars
At least 15 years of experience leading one or more of the following areas of an digital transformation or Cloud enablement journey
Experience working in at least 2 different major global geographies

136

IT Advisory Services Resume Examples & Samples

Assumes responsibility for areas of the engagements assigned under the supervision of more experienced staff and can execute detailed audit programs with guidance from more experienced staff
Works closely with Senior Associates and Managers to identify and resolve issues encountered in executing engagement objectives through effective and timely communication
Develops effective and clear documentation and work paper techniques
Works with group leader to develop an appropriate plan of professional development and takes responsibility to ensure that plan is executed
Bachelor’s degree in Accounting or Finance, with a masters or further education in information systems auditing preferred
An Accounting, Business or Finance related Master’s degree is a plus
Basic familiarity with GAAP, GAAS and IIA standards
Basic understanding of systems infrastructure and security, connectivity, remote access, and data mining
Basic understanding of financial reporting, transaction cycles and business processes
Understands or can learn the rules, regulations and code of professional conduct of the AICPA, the Institute of Internal Auditors (IIA), and / or the Information Systems Audit and Control Association (ISACA)

137

Advisory Services Performance Improvement Resume Examples & Samples

Actively participate in engagement planning. Manage project delivery, including supervision of staff and preparation of high quality project reports. Work within teams to provide valuable insight and high-impact solutions to client issues
Develop, maintain and strengthen client relationships
Keep abreast of current industry and economic developments relevant to the client's business
Demonstrate high levels of technical and professional knowledge
Participate in the development of industry thought leadership
Coach and mentor staff. Foster and innovative and team-oriented work environment
Display teamwork, integrity and leadership
A bachelor's degree in business or a related field
A post graduate degree or relevant professional designation
A minimum of 5 years experience in industry or with a recognized consulting firm
Demonstrate an appreciation of key concepts and principles related to organization design, manpower planning and optimization, performance management systems, rewards and recognition frameworks, people capability assessment and development, and change management
Show an ability to apply theoretical concepts in engagement settings

138

Advisory Services Performance Improvement Resume Examples & Samples

Manage and take a leadership role in EY’s SC&O client engagements
Contribute to people initiatives including recruiting, retaining and training SC&O professionals
Implementing Lean Six Sigma and managing projects under this methodology
Developing and/or implementing leading business processes
Optimizing logistics and networks for large international organizations
Improving inventory management
Experience with SAP implementation (Blueprint, Configuration, Support)
Driving technology-enabled supply chain transformation. Familiarity with leading supply chain technologies such as SAP, MM, WM modules, Oracle, Ariba etc. is an asset
Demonstrated experience with driving change and procurement cost savings at leading practices organizations
Experience in Retail, Power & Utilities or the Public Sector is an asset
Outstanding academic record including 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 post-graduate degree and/or a professional designation (e.g. SCMP, CPSM) is an asset
Strong analytical and problem-solving skills
A high level of motivation and a self-starting attitude
A willingness to travel on short notice to meet client needs; travel is estimated at 50-70%

139

Advisory Services Performance Improvement Resume Examples & Samples

Participate in client engagements that transform supply chains and infrastructure through a cross-disciplinary approach
Assist with review, improvement, and assessment of supply chain & procurement functions
Provide insight by using a robust set of data analytics
Contribute to people-related including recruiting and retaining Supply Chain & Operations professionals
Driving technology-enabled supply chain transformation. Familiarity with leading supply chain technologies such as SAP, Oracle, Ariba etc. is an asset
Knowledge in Supply Chain, Sourcing & Procurement
Outstanding academic record including a bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2 years of related work experience
A professional designation (e.g. SCMP, CPSM) is an asset
Excellent communications skills including verbal, written, and presentation skills
An ability to think outside the box, and thrive on new challenges
A willingness to travel on short notice to meet client needs. Travel is estimated at 50-70%
Familiarity with leading supply chain solutions and ERP systems

140

Analyst, Advisory Services Resume Examples & Samples

Perform analyses on a variety of internal and external data sets relating to healthcare markets, provider-specific financial and operational capabilities, and clinical impact of interventions; document and communicate findings
Conduct data gathering and analysis on national, local, and market trends
Maintain and continue to develop a custom pricing and resource allocation platform within Resource Manager
Curate existing and future internal and externally-contracted databases (e.g.: Truven Market-Scan, HealthLeaders Media, etc…)
Curate Advisory Services SharePoint structure and content, knowledge-management
Support internal practice management and development as needed commensurate with skills
Bachelor’s degree in computer science, applied mathematics, or library science, ideally with focus on health care
1-2 years of relevant work experience in hospital, healthcare, or business
Ability to work collaboratively in a team environment and contribute to a positive working environment by building solid relationships with team members; proactively seek guidance, clarification, and feedback
Strong analytical, critical thinking and problem solving-skills
Familiarity with Health care claims data is desirable
Excellent organizational, analytics, oral/written communication skills
Self-motivator who thrives on new challenges and adapts to learning new knowledge

141

Manager, Advisory Services Resume Examples & Samples

Prepare and lead client conference calls and visits to manage and address service delivery expectations, progress, planning, review of deliverables, service delivery outcomes, education regarding products and issue resolution, etc
Lead cross-functional groups and identify and assist in the development of product or process enhancements which may improve process flow, client use and/or business function
Master’s degree preferred. Experience in a healthcare-related consulting required; Bachelor’s degree in related field required
Travel up to 75%, based on client requirements
Proven experience managing complex, client-facing projects spanning multiple teams from inception to implementation
PMP certification preferred
Experience in the management of teams with diverse skill sets (e.g. technical, clinical, operations, etc.) and the execution of large-scale product offerings supporting an expanding client base
Superb problem-solving skills and strong interpersonal skills to effectively convey management needs to colleagues and functions throughout the company
Proven verbal and written communication skills including the ability to present to senior management
5-7 years of work experience in health care management or equivalent consulting experience. 3+ years of work experience with public programs (e.g., Medicare, Medicaid) is highly preferred
Demonstrated ability to lead and supervise staff
Excellent analytical skills and the ability to understand the Company’s products and process; and
Work under minimal supervision on complex projects

142

Senior Dir-advisory Services Resume Examples & Samples

Cultivate and maintain trusted advisor relationships with existing and new potential customers/key accounts
Create business opportunities across Moody’s span of clients. Partner with our Sales team to identify opportunity profiles and develop in flight opportunities
Keep abreast of the current issues and challenges facing our clients in the banking, insurance, and corporate segments. Understand current and future client needs in the context of market dynamics, and apply insights to recommend short and / or long term solutions and services for our clients
As part of the leadership team for a LOB that includes consulting and analytics products, contribute to the development of the LOB vision and strategy. Develop a 5 year vision, strategic objectives and associated plan for the advisory services team that will support the LOB objectives. Cascade this information throughout the advisory team and LOB
Lead the Advisory Services business. This includes strategic planning, budgeting, selling, marketing, personnel management, client relationship management, and vendor/partner management, as well as oversight of professional services activities
In partnership with the Sales organization, consistently scan the market/competitors to identify and fill product gaps and generate new ideas that grow market share, improve the customer experience, and drive growth
In conjunction with sales, identify value-add advisory services opportunities and manage them through the sales process. Lead the team in global pipeline development, including partnering with our sales team on qualifying new leads for service projects
Manage and develop our advisory services team. Responsible for hiring, training, and grooming our staff to meet customer expectations and to run an effective and efficient business. Ensure that this team achieves the target metrics
Develop the management capabilities, process and culture to build a high performing team that delivers LOB results and fosters collaboration. Identify and retain top performers
Facilitate cross-departmental collaboration with the sales, implementation, engineering, research, product management, project management and marketing teams to ensure business objectives are met
Develop an optimized team structure to deliver an excellent customer service experience and ensure successful client engagements. Ensure that this team is fully trained and achieves targets
Experience with the banking and finance industry, especially credit assessment and / or portfolio credit risk
Experience with assisting financial institutions interpret and meet regulatory requirements
Demonstrated track record in building productive business relationships
Experience in engagement management and ability to manage stakeholder expectations
Track record of successful project management, preferably within a commercial banking or capital markets environment
Ability to define the client’s requirements within the context of their business. Ability to assess the opportunities, benefits, risks, and success factors of a potential solution
Experience scoping, pricing and planning complex projects – advanced understanding of software implementation, upgrade processes, system integration, testing, performance tuning
Experience writing proposals and supporting business development activities
International experience a plus
Clear written and oral communication skills with an ability to communicate complex concepts to a senior audience
Strong analytical and quantitative skills. Strong experience in working with large/complex data sets
Strong experience in using financial technology, application of quantitative methods, or database administration
Strong working knowledge with SAS (or Similar statistical package, S Plus), Matlab, Access, Excel and SQL Server
Position requires approximately 30-40% travel
Minimum bachelor’s degree. Emphasis in finance, economics, accounting, math or related quantitative field preferred; Master’s degree and/or relevant certifications a plus

143

Advisory Services Resume Examples & Samples

Manager in the Peoplesoft Advisory team to work on various Peoplesoft projects for our customers across the globe
Responsible for overall client service quality delivery in accordance with EY quality guidelines & methodologies
Manage accounts and relationships on a day-to-day basis and explore new business opportunities for the firm. Establishing, strengthening and nurturing relationships with clients (functional heads & key influencers) and internally across service lines and proactively will also be a part of your day-to-day activities
Assist in developing new methodologies and internal initiatives, and help in creating a positive learning culture by coaching, counseling and developing junior team members
In line with EY’s commitment to quality, you’ll confirm that work is of the highest quality as per EY’s quality standards, by reviewing the work provided by junior members
Implementation background in Peoplesoft Financials
Minimum 10 years functional experience on several of the following PeopleSoft Finance modules: General Ledger, Accounts Payable, Accounts Receivable, Billing, Asset Management, Project Costing, Cash Management and Fixed Asset
Minimum 10 years Developer experience; Strong working experience on Application Designer objects, PeopleTools, Application Engine, PeopleCode, SQR, PS Query, Component Interface and Integration Broker

144

CIB Director Advisory Services Group VP Resume Examples & Samples

Managing senior level relationships both internally and externally
Overseeing a junior team and an extensive database of director candidates
Manage follow-ups including search referrals, networking connections, and generally
Bachelors' degree required; MBA is preferred
Minimum of 8 years of professional experience
Previous experience in Investment Banking is highly desired
Ability to comfortably interact with business clients and management
Excellent technology skills with strong Excel (macros, pivot tables, look-ups and filtering) and PowerPoint skills
Highly organized, detail oriented and proactive
Ability to multitask several projects
Ability to communicate concepts and ideas both verbally and via documentation

145

Advisory Services Analyst Resume Examples & Samples

Seamlessly integrate with the Advisory Services team in further developing, refining and maintaining its platforms and brand
Work with Compliance, Operations, and outside vendors to resolve issues and ensure appropriate business processes
Answer inbound inquiries from brokerage Representatives relating to the full suite of Advisory Services’ programs
Work with IARs in generating client proposals and analyze asset allocation structures
Work with team members in creating and executing advisory program initiatives
Assist in the creation of PowerPoint presentations. Support IARs in all aspects of its advisory programs
Analysis on topics relating, but not limited to: pricing, performance calculations, platform comparisons, etc
Aggregation and analysis of data for various RIA related committee meetings
Participate in the due diligence on new and existing Advisory programs
Perform Advisory compliance risk reviews
Participate in marketing and recruiting initiatives to grow the broker/dealer. Work with management to process feedback from sales and operations to determine reasonable enhancements and determine priorities
Deliver presentations via Webex and in person to field representatives related to Advisory programs
Develop operational forms and marketing correspondence
Ongoing calculation and analysis of advisory assets under management
Update and maintain privately labeled Advisory Services websites
Three years’ experience in the Broker-Dealer or Registered Investment Advisor industry
Superior verbal and written communication skills, with the ability to present to live groups
Excellent organizational and prioritization skills essential
Proficiency with PowerPoint, Excel, and Word
FINRA Series 7,and 65 or 66 securities licenses
Experience working with fee based platforms
Advanced Degree in business, economics or closely related field
Expertise with Envestnet and FOLIO platforms – including billing functions
CFP, CFA, or CIMA designations
Trading and trade quality assurance on the FOLIOfn brokerage platform and other 3rd party trading platforms
Process various types of advisory platform work out of an automated workflow system
Support the RIA with proprietary program billing functions

146

Advisory Services Performance Improvement Resume Examples & Samples

· Actively manage and participate in client engagements
· Assume responsibility for the successful execution of project work under the supervision of a Senior Manager
· Actively contribute insight and ideas and assist in drafting high quality project reports
· Develop, maintain and strengthen client relationships
· Keep abreast of current industry and economic developments relevant to the client's business
· Demonstrate high levels of technical and professional knowledge
· Display teamwork, integrity and leadership
· Use technology and tools to continually learn and innovate, share knowledge with team members and enhance the delivery of services
· Bachelor’s degree in business, engineering, computer science, or a related field
· Masters or MBA
· Full bilingualism in both, French and English languages is required
· 4-5 years’ consulting experience including staff management
· Background in operational finance is highly desired
· Demonstrated experience in project-based engagements in any or the combination of the following areas: IT banking systems and operations, ERP implementations, and architecture
· Strong analytical, interpersonal, communication, and presentation skills
· Demonstrated consistency in values, principles, and work ethic
· Must be able to travel across Canada and the US
· Available to travel within and outside of Canada and work in excess of standard hours when necessary

147

Advisory Services Performance Improvement Resume Examples & Samples

· Assume responsibility for the successful execution of project work under the supervision of a Manager
· Masters or MBA is a plus
· 2-4 years’ consulting experience
· Demonstrated experience in project-based engagements in any or the combination of the following areas is a plus: IT banking systems and operations, ERP implementations, and architecture

148

Advisory Services Performance Improvement Resume Examples & Samples

Manage and take a leadership role in EY’s client engagements
Experience in architecture and conception in business intelligence, data management, and data visualization
Excellent knowledge of “Big Data” solutions, self-serve business intelligence solutions, and data visualization and exploration tools
Excellent knowledge of at least 2-3 off-the-shelf data storage solutions, for example SAS GRID
Experience in the financial industry in risk data management and good knowledge of how the data is used, for example: regulatory reports, ad-hoc reports, what-if scenarios, risk modelling
Knowledge of the Oracle Financial Services Analytical Applications suite is a plus
Knowledge of SAS Grid is a plus
Participate in project teams through all phases of the technology enablement life cycle. Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements. Document functional designs, test cases and results; provides end-user coaching and training as well as post-implementation support
Analyze business process requirements and provide appropriate process and system solutions. Compare business requirements with available software solutions, identifying gaps and proposing alternative solutions. Advice clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities. Team with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solutions
Collaborate to plan engagement objectives and strategy that addresses performance improvement and risk. Manage expectations of service delivery. Stay informed of business/economic developments and their impact to the client

149

Advisory Services Performance Improvement Resume Examples & Samples

Actively manage and participate in client engagements
Actively participate to market development
Assume responsibility for the successful execution of project work
Actively contribute insight and ideas and assist in drafting high quality project reports
Use technology and tools to continually learn and innovate, share knowledge with team members and enhance the delivery of services
Bachelor’s degree in business, engineering, computer science, or a related field
Masters or MBA
Over 10 years’ consulting experience including staff management
Background in operational finance is highly desired
Demonstrated experience in project-based engagements in any or the combination of the following areas: IT banking systems and operations, ERP implementations, and architecture
Strong analytical, interpersonal, communication, and presentation skills
Must be able to travel across Canada and the US
Available to travel within and outside of Canada and work in excess of standard hours when necessary

150

Head of Advisory Services Resume Examples & Samples

10+ years financial services leadership experience with individual investment products and RIA services including mutual funds, ETFs, annuities and managed accounts
Series 7, 65 and 24
Ability to lead and drive results in a matrix environment
Demonstrated ability to provide thought leadership and influence up and across the organization Proven ability to develop, communicate and implement complex, integrated strategies
Ability to set vision and strategy and partner with Executive team to establish vision and drive change across the Company
Strong understanding of retirement advice vendors and tools
Experience working with qualified plan sponsors and participants regarding retirement planning services
Strong enterprise project-management skills comfort with taking ownership of projects and tasks from beginning to end
Team Mentality: Partnering effectively to drive our culture and execute on our common goals

151

Accounting Advisory Services Director Resume Examples & Samples

Well-developed aptitude for quantitative and qualitative analysis
Prior experience managing teams and the development of others
Proficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in Excel

152

Manager / Senior Manager, Advisory Services Resume Examples & Samples

Use your analytical skills and experience to help clients gain fresh insights to quantify their risk and improve their performance
Be able to work in multi-disciplinary teams, valuing and interpreting other subject matter expertise to build new solutions for our clients
Be able to interpret results from analysis to bring to light the issues that matter
Use your business experience and sound project management skills to frame advice in a way that is helpful for business results
Develop relationships in the government, health and other sectors to work with industry for the betterment of community
Analytical and other quantitative skills (Actuaries preferred, but not mandatory)
Experience in health, human services or accident compensation will be highly regarded though not essential
Depending on your level of experience, you may be able to take on the management of junior staff, and be looking to take on an increased role in managing engagements and pursuing new opportunities

153

Manager, Category Advisory Services Resume Examples & Samples

Steward sharing of best practices and specific FSOP guest, channel and category insights with the Coca-Cola organization to influence corporate strategy
Provide leadership and share intelligence with key FSOP Leaders to drive beverage category incidence and beverage strategies
Proficiency in at least one of the following areas: Category / Space Management, Shopper Insights, Shopper Marketing

154

GDS Advisory Services Resume Examples & Samples

Job Description
5+ years’ experience with Software AG webMethods Product Suite 8.2+: Integration Server, Designer, Developer, MWS, Broker, JDBC Adapter, Deployer, Mediator, SFTP, Schedulers, File Polling, web services
Analyze existing webMethods flow code and document business logic and flow
Good understanding on the principles of EAI, ESB, SOA, ETL, Pub-Sub, Event-Based programming, SOAP, JSON and REST
Work with external and internal partners at both the business and technical level to define requirements and identify solutions
Analysis, diagnosis, and resolution of technical issues relating to software to support enterprise integrations and business applications
Ability to work independently and on cross functional teams
Communicate with business users and other IT groups at a technical and functional level
Develop appropriate documentation both technical and procedural
Participate in the implementation of new systems, including training and conversion
Participate in code reviews
Must have excellent communication skills, both verbal and written
Plan and execute all required process steps as defined by architecture and adhere to defined standards and methodologies
Provide input to assist in determining level of work effort for assigned activities
Experience with Java development, UNIX shell scripting

155

Senior Dir-advisory Services Resume Examples & Samples

Facilitate achieving the revenue and sales targets set for the business
Analyze and anticipate key market trends and new business opportunities through regular engagement with customers, market analysts and regulatory bodies
Monitor and track latest technology trends and competitive insights
Gather regular feedback regarding D&A products and solutions used by clients; identify areas of enhancement and opportunities for growth
Provide actionable, fact-based intelligence and insight to the business leaders and product management
Assist in the business development process by creating practical solution structures that leverage MA technology and people to meet important customer needs
Facilitate and support the sales process of Moody’s Analytics solutions (software and advisory
Support solutions launch process from release planning through sales enablement
Maintain relationships at all levels with clients and prospective clients, industry experts, and other groups at MA
Represent the D&A line of business at conferences and industry events
Maintain relationships at all levels with clients, prospective clients, industry experts, and other groups at Moody’s Analytics
Bachelor Degree or related subject
(Preferred) Second Degree (MSc., MBA) in Business or related subject
Experience in bank risk consulting and/or risk management
Working knowledge of existing Moody’s Analytics solutions is a plus
Strong understanding of risk management, data and technology requirements for financial institutions
Experience with the application of data and analytic models to portfolio management, risk or financial modeling, stress testing and regulatory requirements
Proven track record working in the financial services industry or leading consulting company
Proven ability to lead meetings with senior and C-level management
Eliciting feedback and thoughts at all levels of the organization (internally and externally)
Synthesizing information across a variety of sources
Communicating complex ideas to all levels of the organization (internally and externally)
Building trusting relationships with customers and internal stakeholders
Work in cross-border/cross-disciplined teams at client site and internally
Take ownership and responsibility
Excellent communication skills in English (verbal and written)
Strong work ethic, professional and personable

156

Consultants Advisory Services Resume Examples & Samples

A customer oriented attitude, good presentation skills
Passion for learning and development
Analytical mindset, interest in complex problem solving
Major or minor in Accounting; statistics are considered as an asset
Preferably (summer) job experience related to finance, accounting or business control
Genuine interest in changing and improving the finance domain
Solid problem solving and analytic skills (e.g. knowledge of statistical methods, applied mathematics or business analytics)
Excellent business sense and willingness to learn and adapt
Degree in computer science, information systems, engineering, accounting etc. or a related major
Prior experience and interest in information and cyber security, IT risk management and/or business continuity management are considered an asset
Ambition to achieve professional certifications (e.g. CISSP, CISA, OSCP) in the future
Accounting, Finance, Technical or similar background
Prior experience and interest in risk management, business-oriented internal audit and data analytics are considered an asset
Ambition to achieve professional certifications (CIA, CISA, KHT/APA) in the future
Prior experience and interest in information technology or analytics e.g. IT projects, ERP/SAP, architecture, testing, project management

157

Internship Individual Advisory Services Intern Resume Examples & Samples

Currently in pursuit of a Bachelor’s degree, majoring in Finance or Business Management
Rising senior (current junior) student, with an anticipated graduation date of Spring 2018
Proficient in Microsoft Word, Excel and PowerPoint. (1+ years academic or work experience)
Overall GPA of 3.0 or better
Excellent writing skills to concisely communicate financial concepts in a manner a client or business partner can understand
Candidates must be self-driven, motivated, and proactive in seeking new tasks and challenges
Candidates should

158

Team Leader, Small Business Advisory Services Resume Examples & Samples

Respond to inquiries from Core and High Value sales teams on any aspect relating to small business client interactions
Work closely within 3 regionalized teams and a Small Business Credit Writing Team to provide support to all Small Business (SB) sales and product groups ensuring alignment to CIBC's national strategy
Assist with the communication of national and local SB marketing programs
Support the introduction of new SB product launches
Exhibit guidance and expertise on assessing client needs, product suitability, how to sell products, product changes, how to use tools, how to negotiate, how to close sales, and how to cross-sell based on needs
Acts as the Subject Matter Expert (SME) on: B-Class, Horizon Cash Flow Planning, SBFAR, SB Goals Worksheet, SB Financial Check Up, Deal Structuring, and Financial Analysis
Lead Joint Client Meetings directly with RD employees and SB clients by assessing client needs, discussing available options and having good discovery conversations
Champions positive CIBC client experience, behaviours and deepening of client loyalty
Proactively identifies SB sales opportunities for Retail Distribution (RD) within allocated leads and existing client base
Supports competitive market strategies through sharing of competitive intelligence and industry knowledge

159

Advisory Services Resume Examples & Samples

Must have at least 5 yrs. experience in the Oracle Utility Space
Has extensive experience with Implementation and Managed Services
Knowledgeable with Oracle CC&B development and functionalities
Familiar with the SDLC methodology or the likes
Proficient with Oracle Utilities Application Framework

160

Advisory Services Resume Examples & Samples

At least 10+ years of relevant experience working on Oracle Customer Care and Billing (CC&B)
At least 2+ years of experience in a managerial role – managing people and delivery of projects
Experience on design, development and delivery cycle of Oracle CC&B
Experience of working on tools and/or solutions using Oracle CC&B framework, COBOL, Java, PLSQL shall be preferred
Solution architecture skills shall be preferred
Experience of working on onsite-offshore model

161

Senior Manager, Category Advisory Services Resume Examples & Samples

Strong working knowledge of syndicated data (e.g., IRI and/or Nielsen)
Ability to work independently as well as within group projects
Capabilities with customer specific data sources
Ability to link category leadership strategies to customer strategies

162

Principal Advisory Services Resume Examples & Samples

You are well versed in data and have no problem calling BS, telling truth to power when data looks wonky
You have measurement experience across multiple channels, and your passion is for data sources that are real time and audience addressable
Advanced proficiency with software tools such as Excel to gather, assess, and analyze data as well as PowerPoint to build presentations
Skilled in developing relationships and delivering on projects that have grown into long-term relationships
Bachelor’s degree, preferably in marketing, applied science, statistics, mathematics or economics. MBA preferred
8+ years’ experience in marketing analytics strategy or marketing consulting, in a client-facing role
Specific experience in the ad-tech industry, a digital marketing agency, a programmatic buying company or client side digital advertising is a plus
Big brand experience is a big plus

163

Senior Valuer, Valuation & Advisory Services Resume Examples & Samples

Assist the execution of various PRC valuation and advisory services assignments, including but not limited to all areas of general practice valuation, special asset valuation, rental valuation, M&A, IPO, financial reporting and general advisory and feasibility study
Provide support on valuation and financial analysis, evaluation activities and preparation of valuation and advisory reports
Perform property research, site inspections and database maintenance

164

Markets Business Advisory Services Resume Examples & Samples

A minimum of five years relevant work experience in financial services and/or financial services technology
Knowledge of the Investment Management industry and associated business functions, including product manufacturing and distribution
Good understanding of Capital Markets industry infrastructure and trade flows between participants
Insight and knowledge about the ‘FinTech’ industry and a personal network with key players (VC companies, technology companies etc)
Management consulting experience and experience with developing frameworks and assessment models for industry growth and evolution
Ability to understand and analyse current and future state functional and technological architectures
Ability to develop future state vision architectures that overlay new products and services enabled by technology
Ability to conduct primary research and produce whitepapers summarizing trends and conceptual models
Bachelor’s degree in business, finance, or technology
Ability to think conceptually and interact with a creative team
Presentation skills are critical – we will require each candidate to demonstrate their ability to deliver slides to an audience
Self-starter who can own their analysis and deliverables, and operate independently as BAS are often spread out around the globe working on parallel initiatives

165

Director, Lender Advisory Services Resume Examples & Samples

Build strong, trusted, long term relationships with key stakeholders in the UK and European lending community through the delivery of value added client engagements
Work with Managing Directors and Senior Directors to deliver client projects, taking on the role of key engagement contact as and when required
Management of engagements and projects to scope time and budget
Lead the design and development of client ready deliverables with minimal Managing Director input
The opportunity be involved in business development activities including the creation of client pitches and proposals to win new creditor mandates
Continuously keeping abreast of industry developments and regulation
Strong facilitation skills, forging consensus around credible, executable solutions
Excellent written and oral communications skills, confident and impactful presenter
Objective, fact based approach to problem solving

166

Senior Associate, Lender Advisory Services Resume Examples & Samples

Quickly understand challenging and rapidly changing situations to enable you to develop creative and innovative solutions/options for businesses and their stakeholders
Work with Managing Directors, Senior Directors and Directors to deliver client projects through the management of multiple work streams
Management of more junior team members ensuring effective delegation and leading the design and development of client deliverables with minimal supervision
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Driven by values and integrity, talks straight, builds confidence and leads by example

167

Analyst Advisory Services Resume Examples & Samples

Conduct research using various tools
Build databases or information management tools
Input and analyze data gathered and present information in the appropriate format
Potentially undertake preparatory work to use and analyze information
Potentially contribute to preparing and drafting reports and presentations
Contribute to preparing and facilitating workshops
Confirm application of assigned tasks and validate with engagement manager
Manage priorities and ensure compliance with budgets and timelines
Ensure that work produced is consistent with the firm’s quality standards
Ensure that the firm’s administrative and ethical rules are known and applied
Identify personal professional development needs and do the appropriate readings or take the necessary training
Become familiar with the firm’s service offering
Inform superior about any business opportunities encountered
Develop an internal and external contact network

168

Accounting Advisory Services Experienced 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
Bachelor’s degree in accounting, economics, finance, mathematics, or related discipline, MBA a plus
Active CPA license required
Strong technical skills and deep understanding of at least one to two specific industries or marketplace
Strong written and verbal communication, presentation, client service, technical writing skills and research skills
· 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

169

Internal Audit & Advisory Services Summer Student Resume Examples & Samples

Support of various audit teams with the internal audit process, including planning, fieldwork and reporting
Candidates will gain significant exposure to Voya Financial’s businesses
Candidates will also be encouraged to contribute ideas and opinions to the audit teams and will be expected to make a meaningful impact to the work results
Working towards an undergraduate/graduate degree in Accounting, Finance, Audit or Risk Management
Candidate should have a GPA of 3.2 or better
Strong organizational skills with the ability to work well as part of a fast paced team
Strong verbal/written communication skills
Have a strong desire to learn the full aspects of our business, including our products and processes
Detail oriented with strong analytical, problem solving skills
Able to take individual initiatives and at the same time, be able to collaborate with other colleagues
Be able to work with minimal supervision
Must be available to work 30-40 hours per week during the summer
Minimal travel may be required
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions

170

Advisory Services Analyst Resume Examples & Samples

Bachelor’s Degree required, legal experience a plus
Strong interest in finance and law
Licensing: Series 7, 63 and 65 or 66
2-4 years professional experience
Proficiency and aptitude in utilizing MS Office, specifically Microsoft Excel, Access, and PowerPoint

171

Civil Engineer for Infrastructure Advisory Services Resume Examples & Samples

8 years of working experience and know how related to infrastructure and transportation projects, namely
PMI or IPMA certificate –education in the field of construction project management (at least 30 ECTS) is considered as an advantage (if candidates don’t have one of these certificates, they should be ready to get certified during the probation period)
Previous experience in professional services company is an advantage (engineering consultancy, designing, construction, supervision)
Very strong ambition and priorities related to professional achievements -your work is more important to you than to many other people

172

Assc Dir-advisory Services Resume Examples & Samples

Minimum BA (or equivalent) with an emphasis in Finance, Economics, Accounting, Mathematics, or related quantitative field. MA or MSc degree a plus. FRM or PRM or CFA designation a plus
Strong working knowledge of R, SAS, Matlab, and Excel
Relevant experience in financial markets, gained at either a top-tier consulting firm or within a commercial banking or capital markets environment
Experience in building credit risk models
Familiarity with modern credit risk management and the requirements of Basel II / III and European Regulation
Track record of successful project management, preferably within a commercial banking or consultancy environment
Must be flexible with international travel including Middle East and Africa
Good interpersonal skills and the ability to build professional relationships
Pro-active attitude with the ability to multi-task
Fluent in English. Fluency in another European language beneficial

173

Asst Dir-advisory Services Resume Examples & Samples

For Moody’s Analytics (MA) RAFA Solutions
Requires a Bachelor’s degree (Masters a plus) in Finance, Business, Engineering or a related quantitative field
Relevant professional designations (e.g., CFA, FRM and/or PRM) are also a plus
Minimum five years of relevant professional work experience
Strong written communication, live presentation and project management skills are required
Possess academic training or experience with

174

Senior Manager, Advisory Services Semea Resume Examples & Samples

Build effective and supportive development relationships with the existing AAS team in Region
Build collaborative relationships with the other two Regional team leads for AAS in EMEA
Build effective relationships with senior customer contacts, including at C-level
Establish effective and respected working relationships with VMware strategic account teams, sales leadership, professional services, product management, and key executive stakeholders
Manage resourcing requests for AAS engagements effectively in Region, working with key stakeholders
Report meaningfully on the impact of the AAS team in Region, demonstrating measurable value
Engage with the leadership team in Region and contribute to strategic planning and thinking in Region
Facilitate effective customer workshops designed to shape thinking on IT As As Service, Cloud Strategies; IT planning and transformation and ideally also on change in IT operations
Contribute effectively to strategic account planning with VMware account teams, supporting other members of the AAS team where appropriate
Deliver presentations, keynotes, thought leadership where appropriate, which inspire customers to challenge their current state thinking and be drawn to innovative thinking around the future of IT in the business
Support sales teams in their value selling approach with customers; often acting as the advocate for the customer journey and engaging closely with the customer as trusted advisor where possible
Be able to build financial cases around ROI and TCO analysis on VMware technology adoption as well as developing high quality business cases with customers
Work closely with VMware’s professional services consulting teams – especially the Operations Transformation Consulting team - to build and support IT transformational strategies and to pull-through PSO engagements and revenue
Be able to benchmark VMware customers for best practices and value achieved – collaborating with other members of the AAS team across EMEA
Spread best practices among accounts/account teams, the wider AAS team and elevate strategic mindshare with key accounts

175

Manager Advisory Services Resume Examples & Samples

In partnership with Sales, strategically drive new consulting services business to targeted accounts within your sales territory
As a trusted advisor, build in-depth knowledge of clients’ business priorities, challenges and initiatives that can be translated into Nutanix opportunities
Manage direct relationships with customer representatives for all key accounts Manage the proposal and work order process for assigned accounts & territory Provide weekly sales forecasts and management reports by staying abreast of status/details for each campaign and opportunity
Manage virtual teams assigned to proposal & work order creation
Server Virtualization
Networking, Storage, and Platform Performance/Sizing
MS Azure, AWS and other cloud services
Thorough understanding of technical sales techniques and processes including the ability to understand customer needs, overcome objections, assist in the development of business cases, and technically close deals
Flexible, dependable, self-starter, and capable of quickly learning new products and technologies
Excellent oral and written communications skills, as well as excellent presentation skills
Solution architecting knowledge
7-12 years Consulting, Sales or Pre Sales Experience. Project Management experience will be an added advantage

176

Operations Assistant Client Advisory Services Resume Examples & Samples

Initiate new projects on the appropriate systems to enable Consultants to record hours worked and monitor project budgets
Manage client billing, including timely production of client invoicing, checking, sending to client and monitoring timely payment
Maintenance of procedure documents, including processes and procedures for all constituent practices
Management of international revenue share processes
Support of business development activities including preparation of statements of work
Team administration activities including expense processing and maintenance of various logs and trackers relating to the Consulting team
Responsible for monitoring compliance logs, notifying or escalating issues/breaches that arise as appropriate
Previous experience of providing administrative and/or operational support is highly beneficial
Advanced use of Microsoft Office products (including Word, Excel and Powerpoint) is essential
Strong mathematics and written English are essential for the production of client documents
Knowledge of invoicing or similar systems will be beneficial

177

Advisory Services Director Resume Examples & Samples

Bachelor's degree from an accredited college or university. A Masters or Juris Doctorate is a plus
CPA or CFE/CFF license is required
Ten or more years of public or forensic accounting experience, litigation support and/or equivalent combination of education and experience required
Good oral and written communication skills
Analytical and interpretive skills

178

Advisory Services Analyst Resume Examples & Samples

Assist with messaging the development and implementation of new processes and procedures
Serve as a consistent and reliable resource to branches by accurately responding to questions related to policy, procedure, compliance, internal controls, and risk mitigation
Provide accurate oral and written guidance to BankUnited personnel regarding policy, procedure, compliance, internal controls, and risk mitigation
Possesses and utilizes expert knowledge of all BankUnited accounts including but not limited to IRAs (Individual Retirement Accounts) HSAs (Health Savings Accounts), Roth and Educational IRA accounts and Debit Card programs, issuance and claims support
Work as a liaison between the branch network and back office units which include but are not limited to; Corporate Security, Compliance, Audit, Bank Operations, and Legal
Ensures compliance with all bank procedures
When required, create and/or enforce all correspondence including, alerts, procedure changes, and process improvements
Provide direction to the BankUnited personnel regarding account opening process, to include, but not limited to; account titling, estates documents, trust documents and POA documents
Work independently while functioning collaboratively as part of a larger team
Ensure all questions are resolved accurately and timely
Conduct special projects as requested
Other duties and special projects may be assigned

179

Manager, Advisory Services Resume Examples & Samples

Provide day to day oversight to assigned team of Advisors including travelling with Advisors, holding regular one on one and team meetings, and disseminating pertinent company and department information
Ensure client retention and satisfaction by developing and executing client retention and engagement strategies, acting as the primary problem solver and knowledge resource for the team, and working cross functionally with leaders and associates supporting clients
Hold Advisors accountable for behavior expectations and established metrics, including developing client relationships and engagement, creating and executing account plans, and providing advice that helps their clients improve the patient experience
Provide leadership and professional development coaching to Advisors to elevate their skills in delivering value to clients. Actively seek to challenge high performing Advisors with more challenging assignments
Contribute and adhere to an annual budget, departmental plan, department projects, and appropriate staffing plans
Recruit and train new Advisors
5 – 8 years of management experience is required, preferably in a health care sales, performance/process improvement and/or consulting environment
Experience working with Press Ganey solutions preferred
Excellent strategic thinking, relationship building, value articulation, and client engagement skills
Excellent analytical and critical thinking skills
Creativity and superior problem solving ability, preferably within a customer environment
Demonstrated interviewing and consulting skills including the ability to achieve results through influence and persuasion
Proven ability to work collaboratively to ensure adequate resources are brought to bear to meet client needs from throughout the organization
Demonstrated ability to execute a corporate and departmental vision and ability to get a team to buy-in to the vision, mission and strategic direction
Superior project management, time management, and organizational skills and the ability to quickly adapt to multiple priorities
Demonstrated ability to hold individuals and teams accountable to expectations, goals, and standards of performance
Ability to coach, mentor and provide leadership to a group of highly talented and highly motivated individuals
Excellent written and verbal communication skills including ability to make compelling presentations to a wide range of audiences including boards of directors, senior executives, physicians, clinical managers and department heads
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, etc.) and Web Conferencing
Ability to travel with assigned Advisors to client accounts at least 40% of the time

180

GDS Advisory Services Resume Examples & Samples

Interact and communicate with the onsite coordinators
Completion of assigned tasks on time and regular status reporting to the manager/lead
SAP Finance – FI – New General Ledger & Profit Center Accounting, FI – Accounts Payable, FI – Accounts Receivables, FI – Bank accounting and FI – Asset Accounting
Knowledge on CO-PA & Product Costing (Planning and cost object controlling)
Knowledge of SAP – BPC (Consolidation), Special purpose ledger, SOX, US GAAP, Various User Exits, Technical and Functional upgrade, Report painter, Report writer etc
Experience on FIORI APPS, BO-DS, BW, HANA and other reporting tools

181

Client Advisory Services Analyst Resume Examples & Samples

3-5 years of experience in the financial services industry
Demonstrated analytical, decision-making and effective problem resolution skills
Experience in the administration and support of trusts including general understanding of fiduciary products and fundamental fiduciary transaction concepts
Experience working in a team-oriented, collaborative environment
Experience in client service and trusts and estates roles
Certifications such as CFP, CTFA, and CFA

182

Cybersecurity Consultants Advisory Services Resume Examples & Samples

A master's degree with excellent grades
The ability to adapt to new challenges as a true team player
Excellent skills in Finnish and English, other language skills, are considered an asset
Ability to communicate complex technical issues in a manner that is accessible to a non-technical client audience
Support and coaching from some of the most engaging colleagues around
The freedom and flexibility to handle your role in a way that’s right for you

183

Valuation & Advisory Services Resume Examples & Samples

Identifies value to be estimated by studying appraisal request, problem to be solved, and scope of the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, equitable distribution, corporate employee relocation, investment, or sale; identifying property characteristics
Determines valuation method by selecting approach and techniques for valuing property, i.e., cost, direct sales comparison, and income capitalization; identifying property characteristics and attributes
Researches and analyzes property information by collecting, verifying, and analyzing data regarding inventory of competitive properties, sales and listings, vacancies and offerings, absorption rates, demand studies, social, economic, governmental, and environmental characteristics, restrictions, encumbrances, covenants, contracts, declarations, special assessments, ordinances, cost and depreciation, income/expense and capitalization rate, history of ownership, and use of the property; conducting analyzes and studies, e.g., land utilization, supply and demand, economic feasibility, highest and best use, marketability, development, litigation support; searching databases; inspecting property; interviewing people in a position to understand the property
Prepares appraisal report by describing physical and economic property characteristics, appraisal procedures used, and information analyzed; disclosing extraordinary assumptions, and hypothetical and limiting conditions; presenting supportive reasoning
Maintains organization reputation by conforming to the Uniform Standards of Professional Appraisal Practice (USPAP); keeping information confidential
Updates job knowledge by tracking current real estate values and property development potential, including land use restrictions; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations for the purpose of conducting accurate appraisals
Contributes to overall organizational goals by adding to database, setting up a library, specializing in niche real estate markets, mentoring trainees, and engaging in client development
No formal supervisory responsibilities in this position
Coordinates and assigns tasks to co-workers within a work unit and/or project team
Leads project teams and/or plan, and supervise assignments of lower level employees
May have responsibility for identifying training needs, tracking performance, coaching, and motivating a work unit and/or group
Bachelors Degree (BA or BS) from four-year college or university required
Master’s degree (MA, MS or MBA) preferred
A minimum of (8) years commercial appraisal experience and (3) years commercial appraisal review experience
Institutional review experience is a plus
Annual production of at least $400k
Ability to comprehend, analyze, and interpret complex business documents
Ability to respond effectively to sensitive issues
Ability to write reports, manuals, speeches and articles using distinctive style
Ability to make effective and persuasive presentations on complex topics to employees, clients and/or public groups
Ability to motivate and negotiate effectively with key employees and client groups to take desired action
Requires above-average knowledge of financial real estate terms and principles
Complete understanding of approaches to value of real estate assets
Ability to solve advanced problems and deal with a variety of options in complex situations
Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment
Draws upon the analysis of others and makes recommendations of significance to the operation
Must be proficient in Argus, MS Word and MS Excel
Responsible for setting work unit and/or project deadlines
Errors in judgment may cause short-term impact to department.

184

Valuation & Advisory Services Resume Examples & Samples

Bachelors Degree (BA or BS) from four-year college or university required. Master’s degree (MA, MS or MBA) preferred
Institutional review experience is a plus. Annual production of at least $400k
Errors in judgment may cause short-term impact to department

185

Advisory Services Resume Examples & Samples

Participate in IT Advisory Services engagements
Bachelors' Degree Holder
Extensive practice management experience of multiple, complex IM / BI/ Analytics long term engagements
Proven ability to manage large complex technology platforms
Proven exposure to manage complex large team of resources with different technology background
Proven written and oral communication skills and demonstrated effective internal stakeholder’s liaison including effective leadership, co-ordination and influencing skills
Negotiation and dispute resolution skills
Strong conceptual and strategic planning abilities
Financial literacy to forecast and manage GDS budgets
Ability to manage competing demands of multiple, simultaneous projects

186

GDS Advisory Services Resume Examples & Samples

Relevant experience working on mid-large scale implementations and/or upgrades to IBM
Maximo Asset Management version 7.5 or higher
Demonstrate ability to prepare and deliver quality documents, presentations, and other deliverables
Proven functional and technical expertise regarding IBM Maximo in implementing and/or supporting one or more of the following
Different IBM Maximo solution such as Nuclear Power Solution, Oil and Gas Solution

187

Principal, Advisory Services Resume Examples & Samples

High school diploma or GED required; Bachelor’s degree in business or finance, MBA preferred
Twelve years of experience working for a major Bank, Lender, Servicer or Consulting Firm
In-depth understanding of the mortgage, lending, and/or servicing industries for residential and/or commercial real estate
Ability to define strategy, develops requirements, design, test, train, and define support procedures and implementation
Experience building and delivering highly effective and complex reports in Excel and/or Access and PowerPoint presentations to senior level managers and executives
Networking, negotiation and persuasion skills
Expertise working with large data sets in Excel and Microsoft Access
Expertise in working with and assisting in the build of predictive models
Excellent communication skills and ability to work with various levels of management within our customer base
Ability to influence and persuade management professionals at varying levels of authority and experience re: complex concepts and initiatives involving significant investment of resources
Proficient with process design, re-design, project management methodologies and business requirements gathering techniques

188

VP, Advisory Services, Finserv Resume Examples & Samples

Under the direction of the Group Vice President of the Advisory Group, proactively develop and execute strategic plans to drive revenue growth in selected industry verticals
Responsible for advising clients as part of standard (billable hours or standard services agreements) and custom engagements (incremental). Provides domain expertise and strategic guidance. When assigned, serves as the primary domain expert, coordinating closely with Relationship Managers to define and direct account strategy and ensure successful application and use of licensed products and services
Partner with Sales Directors, Sales Executives and other Neustar support teams to identify new sales opportunities, communicate industry trends/market place needs, distinguish new business solutions, and advise of new service and product opportunities
Frequently engage with Solution Engineering for technical, data and solution needs
Lead and manage a team of high performing business consultants and advisors that help identify and deliver custom based solutions which, at times, are based on a set of standard based Neustar solutions
As needed, perform market and competitive analysis and gather strategic intelligence in support of industry initiatives
Development and recruitment of talent needed to support client engagements
Effective management of resources to exceed client expectations while staying within scope and budget
Seek out strategic partnerships and data opportunities
Responsible for industry tradeshow attendance and speaking engagements
Travel ranging from 30% to 40% should be anticipated
Motivated by growing a business and developing new markets/solutions
Ability to be highly credible and persuasive in all interactions with clients and colleagues
Demonstrated analytical and problem solving skills
Detail-oriented mindset
A minimum of fifteen (15) years - of relevant experience is desired – involving either a direct selling or business development or analytic background
Experience with business intelligence, marketing data, or data-driven companies required
Strong quantitative and qualitative analytical ability
Experience with MS Access, MS Excel, MS Word and PowerPoint are required

189

CIB Director Advisory Services Group Analyst Resume Examples & Samples

Manage extensive database of director candidates
Meeting external director candidates referred by JPMorgan bankers
Organize events for the JPMorgan Director Community – webcasts and external dinners
Come up with creative solutions that address the needs of our clients
Manage follow-ups including search referrals and networking connections
Assist in the development of events in other regions outside of the United States
1 – 3 years of professional experience is required
Previous experience in Board Member recruiting is highly preferred
Basic understanding of Corporate Governance
Ability to comfortably interact with business clients and management in a professional and mature manner
Strong teamwork skills, and ability to operate in a lean team structure
Highest level of discretion and integrity

190

GDS Advisory Services Resume Examples & Samples

Java Developer/ Software Engineer in the IT Advisory Services to contribute in various streams of Guidewire implementation projects
Collaborate with team members, develop and implement project activities to achieve project and client goals,
Engineer / Bachelor’s degree in Computer Science or a related field with a sound industry experience of 5 to 7 years
Experience in Guidewire ClaimCenter / PolicyCenter/ BillingCenter Configuration/ Integration/Conversion
Experience in Java, J2EE, XML, Web Services (Axis 2), SQL, ANT
Core Java
Knowledge of at least one framework i.e. STRUTS/Spring/Hibernate
Design Pattern - Singleton, MVC, Prototype, Transfer Object
Database – Exposure to SQL Server, Oracle, PL/SQL
Strong in Pl/SQL, Spring, Hibernate, Castor, any Enterprise Messaging System

191

GDS Advisory Services Resume Examples & Samples

Assist client facing teams with ad hoc and standard report needs and handle queries on utilization, time charging and any queries on reports circulated
Help is getting necessary information for billing of expenses and hours where ever needed
Resolve queries related to reports and billing
Support in financial planning for the assigned business/location
Work on tools like excel, PPT, Access, finance tools, SharePoint etc
Act as a central point of contact for the assigned Client facing team
Interface regularly with client facing teams/leadership, develop strong working relationships and leverage information gained to anticipate client needs
Be knowledgeable about the services offered by client facing teams and utilize that knowledge to make suggestions and/or recommendations on reports being done for them or on requests received
Coordinate for managing report logs/ conducting meetings for team
Act as SME for staff and new team members to coach them on reports and communication with clients

192

Advisory Services Resume Examples & Samples

Bachelor’s degree in Liberal Arts, including but not limited to Political Science, English, Pre-Law programs, International Studies
2-4 years of work experience
Possesses strong writing skills and ability to think analytically
Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access and/or SharePoint) and has a willingness to learn firm-used technologies
Demonstrates willingness to

193

Asia-pacific Transactional Advisory Services Brand Resume Examples & Samples

Fostering a culture that respects diversity and inclusiveness and rewards and supports creativity and innovation
Driving high-performing Brand, Communications and Marketing team in line with EY’s global model
Acting as counselor, mentor and coach for direct report
Developing appropriate project plans in alignment with BMC project management methodologies
A bachelor’s degree or equivalent in marketing, communications, media, journalism, or other relevant discipline
Minimum 10 years of experience in communications and marketing roles, with at least 5 years at a senior management level
Strong team player and lateral thinker, flexible and comfortable working collaboratively, virtually and independently
Ability to effectively navigate EY and BMC’s matrix organization to access, inform and engage the right people at the right time

194

GDS Advisory Services Resume Examples & Samples

Schedule meetings and appointments for their supervisor
Monitor the complete submission of printed time reports of their supervisors' other staff
Assist supervisors' needs
Coordinate among the different stakeholders connected to their supervisor
Perform other secretarial responsibilities as needed by their supervisor
Be able to communicate comfortably both in English and Filipino
Be able to present him/herself in a presentable and professional manner
Be willing to work overtime and on weekends and holidays when required
Be able to work comfortably in a group or individually
Be proficient in Microsoft Word, Excel and Powerpoint

195

Senior Director, Advisory Services Resume Examples & Samples

Lead assessments performed in the areas of coordination of benefits, program integrity and legislative and regulatory compliance
Work directly with the client during the assessment and play a leadership role in the preparation of the final deliverables associated with the engagement
Use industry experience and strategic consulting experience to drive the engagement and overall satisfaction of the client. Part of delivering innovation and excellence to the client is for HMS to continuously bring thought leadership and best practices to our existing marketplaces and help our clients solve challenging problems in the healthcare arena
Actively involved in building out new Advisory Services solutions
Champion business development activities and serve as SME to HMS Market Sales Teams
Champion program evaluations, organizational assessments, industry research and other consulting projects that are responsive to our client needs and demands in the healthcare continuum
Be responsible for driving specific engagements, managing the client relationship, and ensuring the client deliverable exceeds expectations while delivering revenue to HMS Advisory Services
Manage engagement implementations including oversight of consulting staff
Provide consulting expertise on specific engagements
Performs other functions as assigned to assist Principal
Ability to lead other Consultants and Research Analysts
Significant Subject matter expertise in the areas of program integrity, cost containment and legislative and regulatory compliance in the health care sector
Ability to lead large Consultancy Projects end-to-end
Expertise in Medicaid and Medicare policy
Expertise in reviewing complex contracts
Expertise to develop sound pricing for Advisory Services
Experience leading small stakeholder round table meetings and client discussions
Be a consulting leader with the ability to drive value proposition and demonstrate ROI to the client in the deliverables
Requires high energy, enthusiastic, action oriented, results oriented “take charge” resource capable of staying accountable to a deliverable within a
Designated timeframe
Requires the discipline to work with others internally and externally to drive repeatable consulting deliverables and revenue streams
Strong subject matter expertise with Federal and state regulations and health care policy
Strong writing and editing skills and ability to drive client deliverables such as assessment reports
Previous consulting or government experience preferred in either the commercial or government market
Sound knowledge of Microsoft office applications
Demonstrated ability to work collaboratively with others
Ability to complete projects and deliverables on time in accordance with established budgets with an attention to detail and follow through
15 years of experience in the healthcare cost containment market leading complex agendas

196

Asst Dir-advisory Services Resume Examples & Samples

Working as part of a team to effectively deliver solutions for clients. The solutions could be credit risk models, various types of reports and analyses, and other consulting services
Credit risk model development, validation and calibration, and other quantitative and qualitative analysis for credit risk assessment
Providing framework for enhancing client’s credit related processes, providing solution for IRB application framework, including authority, Limit model, stress-testing, etc
Assisting in management of projects to deliver projects and deliverables in an effective and timely manner. Developing and presenting project results and materials to clients
Working closely with client engagement team and sales team, including developing and presenting pre-sales materials and client proposals
A bachelor or master degree in MBA, mathematics, economics, finance, or a related field
2+ years of analytical experience in commercial credit risk modeling, credit risk management or consulting. With banking experience a major plus
Strong skills of modelling techniques, experience in credit risk management or related disciplines, Basel II, and Basel III. Good knowledge of Banking business, credit risk management and regulatory, banking products, and Basel II guidelines
Good communication skills both in writing and speaking, and can be in charge of presentation to the client.Excellent client service orientation, previous consulting experience is a plus
Strong skills in SAS, Matlab and other statistical programming software. Proficiency in MS Excel, Word, Access and PowerPoint
Professional qualification such as CFA, FRM, CQF will be an advantage
Fluent in Mandarin and English and other foreign language skills a plus
Traveling within PRC is required

197

Advisory Services Managers Resume Examples & Samples

Be involved in complex capital programs spanning the entire life cycle - from concept, feasibility and financing, through planning statutory process & design, into procurement, construction, commissioning & operational readiness
Lead or be involved in business development, sales and client account management
Build relationship networks within the firm and work collaboratively across Advisory and other service lines
Mentor, coach and develop staff
Actively contribute to PPM practice management activities
You are expected to develop a number of areas of technical excellence
Lead delivery teams on complex programs
You will participate in the research and development required to support the growth of these fields of expertise
You will be responsible for the management of these key projects to clients
3 to 5 years + experience in positions including strategy, project management/engineering, risk management/project controls, commercial, legal and/or regulatory compliance
Proven experience in running and delivering PMO services to large scale programs
Management consulting experience gained through a Big 4 or boutique consulting firm
A degree qualification in engineering, science, law, accounting, economics, business and/or finance

198

Director, Management Advisory Services Resume Examples & Samples

Bachelor’s Degree in Finance, Public Administration, Business Administration, Accounting or an equivalent field
Minimum of eight (8) years of progressively responsible experience with financial, management, records and procedures; establishing internal controls; analyzing and interpreting financial information and reports and recommending management action
An in-depth knowledge of GAAP and federal compliance requirements, including four (4) years of specialized experience in college, university, or government accounting
Five (5) years of leadership experience
Thorough knowledge of internal control concepts and experience in applying them to plan, perform, manage and report on the evaluation of various business processes, areas, and functions. Knowledge of Sarbanes Oxley experience is a plus
Strong organizational, analytical, and project management skills and the ability to work under pressure of strict periodic deadlines while managing multiple projects
Strong understanding of finance systems
Demonstrated leadership, communication, team building, staff building and organizational skills within a complex and diverse organization
Strategic and analytical thinking skills with an ability to solve problems and make decisions
Ability to assess risk, analyze the business/operating impact and identify the root causes and weaknesses in underlying issues
Proven success effecting change in a complex organization
Ability to establish goals, structures, and processes necessary to implement a mission and strategic vision
High level of discretion for confidential information; ability to handle critical information and sensitive situations
Ability to implement novel ideas, explore & find solutions, and incorporate methodologies into processes, as well as the ability to identify areas for development and improvement in the operation of the organization

199

Analyst, Advisory Services Resume Examples & Samples

Obtain, review and analyze all necessary financial data
Prepare schedules, reports, cash flows and other documents pertinent to the department
Assist in preparing information memorandum and all necessary marketing documents
Respond to creditor and other interested parties’ queries
As appropriate, work with clients and creditors both on the phone and in-person
Attend professional development courses, seminars, workshops and meetings on a regular basis
Identify and initiate relevant courses for self-development
Take initiative to share learning experiences and new acquired knowledge with team members
Liaise with external and internal team members and ensure client information is processed in an accurate and timely fashion and according to pre-defined milestones

200

GDS Advisory Services Resume Examples & Samples

Experience with Worklight application with deep knowledge of functionality and preferred experience with Worklight implementation
Knowledge of vendor Server Side platforms: IBM MobileFirst / Worklight, Kony, MBaaS, Maximo,
Exposure to Mobile Enterprise Application Platforms (MEAPs) or Mobile Application Development Platforms (MADPs) and Mobile Enterprise Security
Experience with various aspects of the mobile lifecycle, including application development (application structure, device and operation system API's, debugging, performance, security) and deployment
Project-related experience focused on UI development for model devices
Project-related experience focused on responsive design
Must be amenable to be assigned in Ortigas and/or McKinley Hill, Taguig

201

GDS Advisory Services Resume Examples & Samples

Responsible in designing, developing, and/or testing project deliverables
Work directly with client team members and colleagues to achieve project goals
O Relevant experience working on mid-large scale implementations and/or upgrades to IBM Maximo Asset Management version 7.5 or higher

202

Advisory Services Resume Examples & Samples

Develop technical specifications and design policies, procedures and workflows and also conduct tests, review controls and implement systems
Experience in configuration knowledge required in SAP FICO, BusinessObject-BPC, MM, SD or PP modules
Good knowledge of business processes and able to interact with users on their requirements independently
Good interpersonal and communication skills
Team player; Willing to travel

203

Senior Manager of Advisory Services Resume Examples & Samples

Fluent proficiency of French highly preferred
Understanding of hyperconvergence products, and their impact on the customer’s IT journey
Hands-on experience in crafting responses to RFP/RFIs and in leading RFP/proposal presentations
Natural leadership abilities, ability to thrive in an independent manner combining exceptional interpersonal communication, virtual team building, and presentation skills

204

Senior Manager Advisory Services Resume Examples & Samples

Manager Level- Demonstrate experience in supporting client engagements and delivering on projects that have grown into long-term relationships
8+ years’ experience in marketing analytics strategy or marketing consulting. Client facing experience also helpful
A head for numbers, a heart for customers, and a passion for defining the standards of marketing effectiveness
We are particularly interested in hearing about how you have applied your analyst experience to solving marketing analytics problems. Please call this out in your resume
Exceptional analytics and quantitative acumen with understanding of marketing mix models or close experience such as predictive analytics
Ideal if you have specific experience in the ad-tech industry, a digital marketing agency, a programmatic buying company or client side digital advertising
You are well versed in data and have no problem calling BS, telling truth to power when data looks wonky. You might even have measurement experience across multiple channels, and your passion is for data sources that are real time and audience addressable
Definite advanced proficiency with software tools such as Excel to gather, assess, and analyze data as well as PowerPoint to build presentations
Bachelor’s degree, preferably in marketing, applied science, statistics, mathematics or economics. MBA is also preferred

205

Advisory Services Resume Examples & Samples

Identify and lead business development opportunities
Create long term, trusted advisor relationships with senior client management
Oversee and take active part in creating project documentation and creating relevant reports
Build strong internal relationships within the Advisory practice and across other service lines
Developing and/or implementing supply chain strategic planning roadmaps for large international organizations
Implementing procurement initiatives (e.g. category management, strategic sourcing, cost recovery, contract management, supplier relationship management)
Improving logistics, inventory management, transport, warehousing, distribution and networks
Deploying manufacturing operational excellence methodologies (e.g. Lean Six Sigma) and managing projects under these methodologies
Driving technology-enabled supply chain transformation - Familiarity with leading supply chain technologies such as SAP, MM, WM modules, Oracle, Ariba etc. is an asset
Outstanding academic record including a bachelor's degree and approximately 8 years of related work experience; or a graduate degree and approximately 6 years of related work experience
Full bilingualism in both, French and English languages is required
Demonstrated experience with driving change and cost savings at leading practices organizations
Experience in Retail, Manufacturing, Power & Utilities or the Public Sector is an asset
Excellent communications skills including oral, written, and presentation

206

Senior Director Advisory Services Resume Examples & Samples

Market Planning and Thought Leadership (25% Time Allocation)
10+ years of extensive Payer Operations experience within a consulting or payer related organization
10+ years of of Operation Process Improvement, Root Cause Analysis experience
Experience running a Payer Operation for a Health Plan and/or Run Healthcare Practice or Operation Practice for a Management Consulting Firm
Proven success leading the identification, creation and implementation for new go to market service offerings
Proven experience in data analysis and financial analysis to help demonstrate ROI, support client in the creation of their business plan, and obtain necessary capital/project funding
Ability to think strategically, proven experience laying out strategy, developing products and/or services from ground up that would be sold in the commercial market
Proven problem solving skills (identification of issue, causes, solution, implementation plan)
Project management - strong project tracking, presentation and reporting skills
Understand claims impact on reserves
Strong ability to influence and motivate
Experience writing and executing business plans for new consulting solutions
Ability to travel up to 80%
Bachelor's Degree or higher in computer or business related field
5+ years working in a Big 5 or other large consulting organizations
Demonstrated experience with proven process improvement methodologies (Six Sigma, TQM, etc.)
Familiarity with audit stratification and methodology

207

Client Advisory Services Resume Examples & Samples

Undergraduate degree from a reputable university required
Prior experience in a transfer department or private banking department preferred
2-4 years in the financial services industry highly preferred
Knowledge of ACATS vs. Non-ACATS, DTC & DRS preferred
Extremely detail oriented with strong analytical skills
Ability to build and sustain strong relationships with internal associates as well as contacts at contra-firms
Work ethic that demonstrates quality, accuracy and accountability
Enthusiastic attitude

208

Advisory Services Interns Resume Examples & Samples

Capacity building of public institutions - process improvement, performance management, risk management etc
EU program and project preparation
Socio-economic studies about development needs of different sectors and policy areas
Preparing proposals for public tenders
Working with our clients in sectors such as Energy, Transportation, Water, Waste, Gas, Infrastructure and Utilities
Working on projects related to following topics
Working as a team member for the public and private sector clients in advisory projects related to following areas
4th or 5th year student in the field of economy, law, natural or technical sciences
Interest in business, consulting, EU and/or international relations
Regular student able to obtain student contract
Availability for a longer period of time
Outstanding performance in previous studies
Excellent command of English and Croatian
Any working experience or student jobs are considered as an advantage

209

Senior Manager, Advisory Services Resume Examples & Samples

You want to become an expert in all things digital video
You want to influence strategy and advise executives from the biggest media companies in the industry (e.g., Viacom, ESPN, FOX, Aol, Sky)
You are looking for a fast-paced, entrepreneurial working environment with a clear leader the television advertising technology and solutions space
You want to lead a team and turn ideas into real solutions & products
Design and lead transformational business improvement projects with leading media companies, pay-TV operators and online publishers
Own client relationships, pitch new engagements and managing Advisory Services teams to drive client outcomes
Have direct managerial responsibility (career development, staffing and mentorship) for 2-3 junior team members (Data Scientists and Associates)
Manage the development and enhancement of data-driven consulting solutions; recommending new business models for how Advisory Services can deliver value through FreeWheel's expansive dataset
Lead teams to mine FreeWheel's extensive 1st part dataset to drive actionable and executive-level insight around key business decisions (eg. user experience, sales strategy, distribution/partnership models etc)
Help set overall direction for the Advisory Services team (e.g., proposing new offerings) and participate as a subject matter expert at industry events and in FreeWheel strategic discussions with clients and partners
Working with FreeWheel Sales, Engineering and Product teams to deliver recommendations that wrap around our core technology offerings
Finding out what drives you and doing that (there are many opportunities to take on new responsibilities at FreeWheel)

210

Advisory Services Intern Resume Examples & Samples

Supporting and improving the tracking and measurement of AAS activities and engagements
Helping to drive improved awareness of AAS activities, offerings and achievements
Providing weekly reporting of AAS activities to key stakeholders
Coordinate and assist in team sharing, calls etc
Assist on internal analysis and reporting around AAS activities
Support EMEA marketing of AAS, as appropriate
Motivated and organized person who is a self-starter and can multi-task
Demonstration of interest and skills in business development/sales/marketing
Basic understanding of information technology and its use in business
Familiarity with IT strategy concepts would be an advantage but NOT essential

211

Manager for our Cybersecurity Advisory Services Team Resume Examples & Samples

You will gain insights into cutting-edge IT environments and into our global methodology. Your focus will be on cybersecurity testing and advisory services, information security and risk assessments of processes, applications, systems and IT infrastructures in banks and insurance companies
As a member of interdisciplinary specialist teams, you will support our clients with assessing and improving the effectiveness and quality of their information security in advisory projects in the area of cybersecurity (transformation projects, benchmarking, ethical hacking, IAM, data leakage prevention, etc.)
You will learn all about thought leadership as a way of addressing today’s constantly evolving market and new challenges in cybersecurity. You will expand your expertise with every project alongside our leaders and take on a leadership role for our less experienced employees

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