Advisory Services Senior Consultant Resume Samples
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Advisory Services Senior Consultant Resume Samples
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DP
D Pfeffer
Drake
Pfeffer
4502 Schmidt Forest
Philadelphia
PA
+1 (555) 141 9712
4502 Schmidt Forest
Philadelphia
PA
Phone
p
+1 (555) 141 9712
Experience
Experience
Dallas, TX
Advisory Services Senior Consultant
Dallas, TX
Reilly, Daniel and Strosin
Dallas, TX
Advisory Services Senior Consultant
- Develop work plans for specific components of an engagement and coordinate activities between work streams
- Developing and maintaining productive working relationships with clients
- Remain current on new developments in advisory services capabilities and industry knowledge
- Familiarity with the federally commissioned bodies that regulated health plans, such as HHS, CMS, OCR, OIG, and the Federal Sentencing Guidelines, Code of Federal Regulation, Medicare Managed Care Manuals and Compliance Auditing Techniques
- Conduct detailed analyses to draw conclusions, and develop pertinent and insightful recommendations
- Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
- A strong work ethic
Philadelphia, PA
Financial Advisory Services Senior Consultant
Philadelphia, PA
Towne-Will
Philadelphia, PA
Financial Advisory Services Senior Consultant
- Supervise, develop and train staff on engagements. Evaluate performance and participate in individual's performance appraisal process
- Define and develop models to analyze financial management costs to target areas for improvement
- Interact directly with senior managers and partners on matters related to client and engagement management
- Invest in professional development through active participation in training sessions and networking events both internally and externally
- Plan and conduct benchmarking of financial management operations to target areas for improvement
- Develop financial management strategies and assessing progress against implementation goals
- Support the development of methodologies to address specific financial management issues
present
Detroit, MI
Transaction Advisory Services Senior Consultant
Detroit, MI
Stiedemann, Ratke and Fadel
present
Detroit, MI
Transaction Advisory Services Senior Consultant
present
- Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
- Develop and maintain productive working relationships with client personnel
- Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
- Participate and assist in preparing for meetings with clients
- Work in a highly regarded team based in Sydney with opportunities for rotations into other areas
- Liaise with clients regarding business performance and prospects and identifying key valuation drivers
- Assist in preparing proposals and engagement letters
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Auburn University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong written and verbal communication skills and presentation skills
- Demonstrated integrity within a professional environment
- Support their delivery of complex, large scale SAP transformation programs
- Leadership, teamwork and client service skills
- Project management skills
- © 2016 Ernst & Young. All Rights Reserved
- Work with our clients as their trusted advisor to solve complex SAP strategy issues and plan their roadmap moving forward
- Significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) SAS 70 engagements; and/or (d) ERP security and control reviews (Oracle, SAP, PeopleSoft)
- Develop business cases for SAP initiatives, including value driven benefits
- Advise our clients on how to leverage their SAP investment for further value
13 Advisory Services Senior Consultant resume templates
Read our complete resume writing guides
1
Advisory Services Senior Consultant Resume Examples & Samples
- A bachelor's degree and approximately 2 years of related work experience; or a masters degree and approximately 1-2 years of related work experience
- A degree with an emphasis in Finance, Accounting, Economics, Mathematics, Information Systems, Computer Science, Engineering or Business; MBA preferred
- Approximately 1 years of experience using analytics to solve business problems and monitor risks with a strong understanding of business processes and the application of analytic technologies to deliver value to the business
- Experience with ETL processes and objectives and proficiency in any of the following analytics tools; ACL, Tableau, Spotfire, Microsoft SQL Server, SPSS, SAS, Business Objects, Cognos, Informatica, Trillium, Data Stage
- Characteristics of a forward thinker and self starter that thrives on new challenges and adapts quickly to learning new knowledge
2
Advisory Services Senior Consultant Resume Examples & Samples
- A degree with an emphasis in Finance, Accounting, Economics, Computer Systems, Engineering and/or Business
- MBA, CPA and/or PMP are not required; however is a plus
- Approximately 1 years of experience as a team lead on large scale complex programs
- Note: One is required, however more are preferred
- PMO Support/Analyst (Involvement with PMO setup and day-to-day support activities for a large complex program)
- Project Management (Variety of integrated planning and risk management experiences)
- Development (Waterfall, Spiral, Iterative and Incremental, Agile)
- Testing (includes test strategy, plan, procedure, scenario, case, and step creation and execution as well as defect identification, tracking and resolution)
- Business Requirements Analyst, System Analyst and/or Technical Requirements
- Quality Assurance (may be for a specific program or end-to-end QA function across a portfolio of programs)
- Experience creating, executing and maintaining integrated project workplans and risk logs
- End-to-end PPM exposure either through implementation or end user use of Planview, Clarity, Niku HP, Primavera or MS Project Server
- Team lead experience within a technical workstream on a large ERP implementation (designed and maintained technical project documentation, architectural design, data modeling or writing technical specifications)
- Collaborated with senior management and sales teams on project development, pre-sales meetings with clients and pursuit efforts
3
Advisory Services Senior Consultant Resume Examples & Samples
- A degree in Accounting, Architecture, Business management, Construction Management, Real Estate, Economics, Finance, Law, Mathematics, Management Information Systems is strongly preferred; MBA or other specialized masters degree is a plus
- Strong research, analytical, and business writing skills
- Proficiency in the English language, including the ability to listen, understand, read, and communicate effectively both written and verbally in a professional environment. Clear and effective written and spoken communication skills are a must for this position, including the ability to author technical documents and present orally
- Strong PC skills and proficiency with Microsoft Excel, Word, and PowerPoint. Working knowledge of industry specific software systems is a plus
- Ability to be highly flexible, personable, and demonstrate an ability to quickly adapt to new environments and situations
- A willingness and ability to learn, take initiative, and work independently with minimal supervision
- Demonstrated integrity, maturity, dependability, and a positive attitude
- Demonstrated leadership and teaming skills with excellent interpersonal abilities
- An ability to develop highly creative solutions to complex issues
- An ability to collaborate regardless of role, position, location, etc. Support colleagues and value others' contributions
4
Advisory Services Senior Consultant Resume Examples & Samples
- A degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline
- A minimum of 18 months of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry
- Strong written and verbal communication skills and presentation skills
- Leadership, teamwork and client service skills
5
Advisory Services Senior Consultant Resume Examples & Samples
- A degree with an emphasis in Business, Human Resources, Psychology, Finance, Accounting, Statistics, Economics, MIS (business perspective); Masters degree is preferred
- Approximately 1 years of experience in providing people and organization change advisory services in large-scale, end to end transformations: Areas of focus would include: Visioning and Strategy workshop design and delivery, Leadership Alignment and Development, Stakeholder Management, Communications, Operating Model and Organizational Design, Governance, Training, Competency Assessment, Workforce Strategies, Talent Management and Culture Change
- Experience in supporting a Transformation program in Finance, Supply Chain and Customer, IT and/or Risk is preferred as well as enterprise strategic initiatives
- A high level of motivation and self starting attitude
6
Advisory Services Senior Consultant Resume Examples & Samples
- Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services
- Demonstrate ability to assimilate to new knowledge
- A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience. A degree with an emphasis in Finance, Accounting, and/or Business; CPA, MBA, MHA and/or MPH is a plus
- Approximately 2 years of compliance consulting experience, preferably with prior experience working with Centers for Medicare and Medicaid Services (CMS), payer operations, as a senior (or above), in a consulting firm
- Experience in one of the following areas is strongly preferred: Medicare operations experience, Medicare enrollment processes, utilization management, seven elements of compliance, compliance training processes required in a health plan
- Familiarity with the federally commissioned bodies that regulated health plans, such as HHS, CMS, OCR, OIG, and the Federal Sentencing Guidelines, Code of Federal Regulation, Medicare Managed Care Manuals and Compliance Auditing Techniques
- A willingness to travel to meet client needs; travel is estimated at 80%; a valid driver's license in the US and a valid passport required; willingness and ability to travel internationally
7
Advisory Services Senior Consultant Resume Examples & Samples
- A degree with an emphasis in emphasis in marketing, management, consulting or finance
- Extensive relevant experience in at least one of the following functions is required; multiple area experience is highly desired: Marketing Effectiveness, Product Management and Pricing, Order Management, Credit and Collections and CustomerExperience and Social Media
- A working knowledge of Customer Relationship Management (CRM) applications including Siebel, Salesforce.com, Unica, Vendavo and Pros
- Experience in providing advisory or consulting services in the sales, marketing, order management and/or customer service functions
8
Advisory Services Senior Consultant Resume Examples & Samples
- A degree with an emphasis in Finance, Accounting, and/or Business; CPA, MBA, MHA and/or MPH is a plus
- Approximately 1-2 years of healthcare advisory/consulting experience as a senior (or above) in a consulting firm or in a senior analyst role in industry
- Competent in Microsoft Excel
- Professional experience with operational process mapping
- Professional experience with healthcare cost reduction planning and implementation
- Experience with healthcare organization M&A, physician alignment, or financial margin improvement initiatives
- Develop work plans for specific components of an engagement
- Coordinate activities between work streams
- Manage large, confidential and complex data sets and able to manage data within Access database
- Conduct client interviews and facilitate client meetings
- Develop process flows depicting pain points in the business process
- Conduct detailed analyses to draw conclusions, and develop pertinent and insightful recommendations
- Design deliverable content to reflect the engagement contract
- Present findings and recommendations to client leadership
- Ability to read and interpret financial statements and contract terms, utilize complex financial models
- Demonstrated Project Management experience, including creating work plans, budgets, and goal setting/benchmarks
- Ability to work collaboratively in a team environment (knows when to lead and when to follow)
- Characteristics of a forward thinker and self starter that thrives on new challenges and adapts to learning new knowledge
- Excellent oral and written communication skills including presentation skills (MS Visio, MS PowerPoint)
- A valid US driver's license and a valid passport required; willingness and ability to travel internationally
9
Advisory Services Senior Consultant Resume Examples & Samples
- A bachelor's degree and approximately 2 years of related work experience; or a master's degree and approximately 1-2 years of related work experience
- A degree with an emphasis in Finance, Accounting, Economics, Business, Computer Science or Engineering; MBA and/or CPA preferred
- Approximately 1+ years of experience in providing advisory/consultative services in the following EPM focus areas: Planning and Budgeting, Financial Close, Consolidations and Reporting, Metric Definition and Scorecard Design, EPM Technology Implementation
- Implementation experience in 1 or more of the following BPM software applications (including design and configuration): Oracle Hyperion (Planning, HFM, Enterprise, Essbase); SAP (BPC, EC-CS, Business Objects Planning or SRC, OutlookSoft)
10
Advisory Services Senior Consultant Resume Examples & Samples
- A degree in Accounting, Finance, Business or a related field; MBA preferred
- A minimum of 1+ years of related audit or applicable business experience; public accounting experience preferred
- Knowledge of ERP applications or other sector specific IT applications
- Understanding of controls
- Experience in risk analysis techniques
- Ability to perform and interpret gap analysis and suggest improvement opportunities
- Experience conducting research and information gathering
- Understanding of the application of data analytics
- Experience in audit and review techniques
- Understanding of risk remediation techniques
- Performance improvement and control effectiveness and efficiency, strong analytical, interpersonal and communication skills
- Proficiency with MS Office and Lotus Notes
11
Advisory Services Senior Consultant Resume Examples & Samples
- A degree with an emphasis in Finance, Accounting, Economics, Business, Computer Science, IT or Engineering; MBA preferred
- Approximately 1+ years of experience delivering large, complex advisory/consultative services in the following ISM focus areas: information strategy, data architecture, information governance, master data management, data quality, data integration
- Strong analytical and problem-solving skills - actively participate in brainstorming, identifying core issues and effectively finding and using data to manage complex analysis
- Proven track record with client service - proactively reaches out to help client improve organizational effectiveness; develops solid and enduring relationships with clients as a trusted advisor
12
Advisory Services Senior Consultant Resume Examples & Samples
- Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services; execute project work products under the supervision of a manager or senior manager. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client's business
- Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to assimilate to new knowledge. Possess good business acumen. Remain current on new developments in construction, advisory services capabilities and industry knowledge
- A bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience. A degree in Accounting, Architecture, Business management, Construction Management, Real Estate, Economics, Finance, Law, Mathematics, Management Information Systems is strongly preferred; MBA or other specialized masters degree is a plus
- Strong PC skills and proficiency with Microsoft Excel, Word, and PowerPoint. Working knowledge of industry specific software systems is a plus as well as strong research, analytical, and business writing skills
- Advanced written and verbal communications skills
- Demonstrated leadership and teaming skills with excellent interpersonal abilities as well as integrity, maturity, dependability, and a positive attitude
- An ability to collaborate regardless of role, position, location, etc. support colleagues and value others' contributions an ability to develop highly creative solutions to complex issues
- Successful candidates must be available to travel outside of their assigned office location at least 50% of the time, plus commute within the region (where public transportation often is not available)
- Successful candidates must work in excess of standard hours when necessary. A valid passport is required
- CPA, CA, MRICS, PMP, LEED, PE or CCIM certification is desired; non-certified hires are required to become certified to be eligible for promotion to Manager
13
Advisory Services Senior Consultant Resume Examples & Samples
- Approximately 1-2 years of health plan operations experience as a senior (or above) in a consulting firm or in a senior analyst role at a health plan
- Experience in one of the following areas is required: health plan operations (including claims or call center management), compliance, network management/provider relations, medical management, sales management or finance
- Knowledge and experience with managed care payer systems such as FACETS is a plus
- Develop work plans for specific components of an engagement and coordinate activities between work streams
14
Transaction Advisory Services Senior Consultant Resume Examples & Samples
- Have a bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
- A bachelor's degree in real estate, accounting, finance or business; master's degree preferred
- Ongoing education and progress towards obtaining professional accreditations such as the CPD, AAPI, RICS, etc. are pluses
- Experience in creating complex financial models (cash flow/property/portfolio modelling)
- A background in commercial real estate loan underwriting, acquisition due diligence, real estate valuation, asset/ facilities management, project management, finance, property economics, or market research
- Qualified candidates who want to take ownership of their projects and bring a real sense of passion to work
- They should be creative and detail-oriented
- They should understand real estate terminology and know how real estate value is created. They should want to learn and to teach
- Their skills, attitudes, and prior experience should make them both leaders and good team members. Demonstrated client services skills are also important
15
Advisory Services Senior Consultant Resume Examples & Samples
- Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to assimilate to new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Demonstrate a thorough understanding of complex real estate concepts. Please click here to refer a friend to this position
- Degree in accounting, architecture, business management, construction management, real estate, economics, finance, law, mathematics, management information systems is strongly preferred; MBA or other specialized masters degree is a plus
- Strong PC skills and proficiency with Microsoft Excel, Word, and PowerPoint. Working knowledge of industry specific software systems is a plus, strong research, analytical, and business writing skills
- Ability to be highly flexible, personable, and demonstrate an ability to quickly adapt to new environments and situations, a willingness and ability to learn, take initiative, and work independently with minimal supervision
- Demonstrated integrity, maturity, dependability, and a positive attitude, demonstrated leadership and teaming skills with excellent interpersonal abilities, an ability to develop highly creative solutions to complex issues
- An ability to collaborate regardless of role, position, location, etc. Support colleagues and value others' contributions, effective organization and time management skills with ability to work under pressure and adhere to project deadlines
16
Transaction Advisory Services Senior Consultant Resume Examples & Samples
- Analyse financial and other information in relation to clients
- Liaise with clients regarding business performance and prospects and identifying key valuation drivers
- Prepare written reports and presentations outlining our valuation findings
- Good interpersonal and client relationship skills and the ability to build internal and external networks
17
Advisory Services Senior Consultant Resume Examples & Samples
- Contributing to teams delivering risk services engagements end to end, specifically ERM and full cycle project and program risk management
- Planning, preparing and reviewing activities and deliverables for clients and other parties
- Developing and maintaining productive working relationships with clients
- Risk, governance, strategy or compliance functions
- Project & program risk management
- ERM design, implementation and operations, including risk service delivery
- Risk and/or Prince 2 and/or MSP or equivalent certifications are highly desirable
- High quality written and spoken communication and relationship management skills
18
Financial Advisory Services Senior Consultant Resume Examples & Samples
- Financial due diligence and transaction advisory
- Fair value and valuation matters
- Project based accounting support
- Financial restatements
- Audit readiness support
- Carve-outs and divestitures
- Performance and business process improvement
- Financial planning & analysis
- M&A integration
- Technical accounting assistance
- Interim management assistance
- Direct and oversee engagement staff on client projects
- Supervise, develop and train staff on engagements. Evaluate performance and participate in individual's performance appraisal process
- Interact directly with senior managers and partners on matters related to client and engagement management
- Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
- Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
- Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
- Demonstrate excellent team skills, positive attitude and high ethical standards
- 3+ years’ experience in a large accounting firm in audit and/or financial advisory services experience
- Relevant bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA) or pursuing certification is a plus
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
- Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
- Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
19
Financial Advisory Services Senior Consultant Resume Examples & Samples
- A minimum of 3-4 years working experience
- At least Bachelor’s degree in Finance and/or Accounting. Being members of professional bodies (ACCA, CFA, CPA Australia) will be a plus
- Good understanding of business fundamentals: strategies, operating models, functions, and general macroeconomics
- Solid background of accounting standards (VAS, IFRS/US GAAP), and corporate finance and investment (particularly in the context of Merger & Acquisition)
- Strong numerical and analytical skills
- Strong command at excel and English language skills (writing and speaking)
- Good attention to details, careful, hard-working, patient, confident and mature
- Good presentation, organization and communication skills
- Excellent problem-solving skill and eager to learn
20
Transaction Advisory Services Senior Consultant Resume Examples & Samples
- Minimum 3 years of experience in an audit or consulting practice or corporate finance services related field
- Preferred Certifications: CPA
- Proficient with Microsoft Word and Microsoft Excel
21
Financial Advisory Services Senior Consultant Resume Examples & Samples
- Audit finding remediation
- Support the OCFO in areas of audit readiness, response and management
- Analyze clients' current financial management processes and operations through research and client interviews
- Assist with the planning and execution of corrective action plans
- Develop financial management strategies and assessing progress against implementation goals
- Plan and conduct benchmarking of financial management operations to target areas for improvement
- Define and develop models to analyze financial management costs to target areas for improvement
- Lead staff in documenting clients' current and future processes both graphically (process maps, diagrams) and with written text
- Develop creative solutions to transform financial management operations based on individual client needs
- Support the development of methodologies to address specific financial management issues
- Mentor and provide direction to junior staff
- Assist in the analysis, research and support of technical accounting issues
- 3+ years’ experience in a large accounting firm in audit and/or financial advisory services experience with proficiency in US GAAP and FASAB
- Federal experience / knowledge U.S. federal financial regulations
- Bachelors Degree in Accounting
- Certified Public Accountant, or pursuing certification
- Knowledge of accounting and transaction process, internal control objectives, OMB Circular A-123 and/or SOX 404, testing and reporting requirements
- Ability to provide exceptional client service, research and resolve issues, demonstrated commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality
- Ability to work effectively in a team environment with all levels of client personnel in various industries
- Strong analytical skills (e.g., use of Microsoft Excel and/or Access to analyze data)
- US government experience is a plus (either through federal employment, military service, or consulting to federal agencies)
22
Financial Advisory Services Senior Consultant Resume Examples & Samples
- Buy-side financial and tax due diligence (Quality of Earnings) and transaction advisory
- Sell-side due diligence preparation, transaction support, and Quality of Earnings
- Financial modeling and analysis
- Valuation analysis and opinions
- Financial organization integration assistance
- Project based accounting support (restatements, audit readiness, carve-outs, etc.)
23
Advisory Services Senior Consultant Resume Examples & Samples
- Working on relevant projects in consulting
- Direct experience gained from working in the Supply Chain function of a blue chip industrial or third party logistics company
- Procurement experience working within a complex environment of a large organisation that goes beyond solely transactional work
- Exposure to operational transformation with the ability to identify how and where to improve a client’s processes and output
- Strong analytical skills and mindset
- The desire to explore new concepts, challenge your own thinking and debate ideas
24
Advisory Services Senior Consultant Resume Examples & Samples
- Work with our clients as their trusted advisor to solve complex SAP strategy issues and plan their roadmap moving forward
- Support their delivery of complex, large scale SAP transformation programs
- Develop business cases for SAP initiatives, including value driven benefits
- Advise our clients on how to leverage their SAP investment for further value
- Experience in large scale SAP implementations, including global SAP programs
- SAP FICO: experience with hands-on system configuration for the modules of FI and CO (ideally).Strong understanding of other SAP modules and Finance processes and dependencies
- Experience with ABAP Coding, Integration, APIs, middleware, etc
- Experience in designing RICEFWs, building, testing and supporting Interfaces in the space of: HR, Banking, Revenue, Budget and Forecasting