Associate / Senior Advisory Resume Samples

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L Herman

Linnie

Herman

64510 Walsh Shore

Philadelphia

+1 (555) 567 7002

64510 Walsh Shore

Philadelphia

Phone

p +1 (555) 567 7002

Experience Experience

Dallas, TX

Associate / Senior Advisory

Dallas, TX

Kling, Upton and Hintz

Dallas, TX

Associate / Senior Advisory

Actively engaging in management roles including engagement management, time management, project management and team management
Actively engage in management roles including engagement management, time management, project management and team management
Participation in other marketing and practice development work
Develop or improve automatic data analysis scripts/programs with solid knowledge of modeling, programing and accounting
Performing data analytics work, which includes data extraction, transformation, load and analysis by using common analytic software, such as Excel, Access, SQL Server, SPSS, etc.
With good track record of delivering high quality projects and providing recommendation to management for significant improvements in key accounting related processes for the organization through using technology
Facilitate our clients in improving their accounting related processes through the technology, e.g. the adoption of relevant tools and application systems usage

San Francisco, CA

Controls Advisory IT Senior Associate

San Francisco, CA

O'Hara, Senger and Kihn

San Francisco, CA

Controls Advisory IT Senior Associate

Proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements
Assist partners and senior management on proposals and business development calls
Proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements
Developing IT components with enterprise risk management programs
Work with management consulting teams to implement controls in new systems deployment
Working with organizations to identify and manage IT risks within their strategy execution model
Apply current knowledge of IT trends and systems processes to identify security and risk management issues and other opportunities for improvement

present

San Francisco, CA

Senior Associate Operational Assurancy & Advisory

San Francisco, CA

Gutkowski Group

present

San Francisco, CA

Senior Associate Operational Assurancy & Advisory

present

Manage ad-hoc projects as requested by management
Create clear, concise executive presentations on processes and their control environment for senior management
Manage Risk Control Self Assessment (RCSA) and integrity testing of reporting tools
Establish strong partnerships with Risk Reporting & Middle Office Stakeholders
Develop deep business process knowledge and stay abreast of business and regulatory changes
Support the Risk Reporting Projects & Middle Office function as an independent adviser
Investigate and escalate critical issues; and achieve agreement on measures to address control deficiencies

Education Education

Bachelor’s Degree in Computer Science

Iowa State University

Bachelor’s Degree in Computer Science

Skills Skills

Managing and delivering highly complex Infrastructure technology projects in accordance with PMI/ industry-leading practices
Utilizing multiple technologies, e.g. project control tools, statistics and risk packages, and Microsoft Office suite, including MS Project
Building high performing teams, including providing meaningful written and verbal real-time feedback
Managing multiple projects and teams concurrently
Developing innovative solutions to complex problems, independently and proactively
To create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers
Managing project workflow, resources, and budgets
Communicating technical concepts in a clear manner, verbally and in writing, to advance business initiatives
Developing and building out a new service offering; and,
Leading development of proposals that strategically articulate the value of service offerings to generate new projects

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12 Associate / Senior Advisory resume templates

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Senior Associate, Advisory, Pi-customer Resume Examples & Samples

Contribute to people-related initiatives including recruiting and retaining Customer professionals
A bachelor's degree and approximately 4-6 years of related work experience; or a master's degree and approximately 2-4 years of related work experience
A degree with an emphasis in Business, Marketing, Statistics, Economics, MIS (business perspective), MBA or equivalent is preferred
Extensive relevant experience in at least one of the following functions, and experience in multiple areas is highly desired

VP / Senior Associate, Industrials Advisory Resume Examples & Samples

3-5 years of Investment Banking experience at the Associate or VP level
Experience managing junior bankers and working with clients on M&A advisory engagements
Strong quantitative/analytical skills - proficiency with financial models and knowledge of valuation methodologies and capital markets
Demonstrated strategic and creative thinking and distinguished communication skills
Ability to effectively manage several concurrent team projects
Collaborate with HSBC colleagues globally on cross-border M&A transactions, engagement origination and industry analysis
Uphold the highest level of integrity and act as a role model for all HSBC values and business principles
Series 79 or equivalent

Advisory Cybersecurity & Privacy Senior Associate Resume Examples & Samples

Security Architecture and Strategy (Integrated Risk Management)
Building an InfoSec Management System and/or program
Managing internal controls, risk assessments, business process and internal IT control testing or operational auditing
Communicating in an organized and knowledgeable manner in written and verbal formats, including delivering clear requests for information and communicating potential conflicts, assisting business development teams responsible for writing and presenting proposals to prospective clients
Demonstrating aptitude for conducting quantitative and qualitative analyses of large and complex data
Leading a key workstream in an engagement(s), staying educated on current trends and assisting in the development of knowledge capital
Supporting practice management for a specific operation or process
Managing and/or contributing to project planning, engagement administration, budget management, and successful completion of engagement workstream(s)

Senior Associate, Advisory, Perf Improvement Resume Examples & Samples

IT Strategy / Digital Strategy
SAP ERP (ECC), S/4 HANA, SuccessFactors, hybris, BPC, Ariba
A bachelor's degree and approximately 5 years of recent relevant work experience
A minimum of 1 years of experience in consultancy or professional services
Strong knowledge of all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, and application mapping
Strong written and verbal communication, interpersonal, presentation, client service and business writing and consulting skills, coupled with a strong interest in further designing, developing and integrating business operations and technology

Senior Associate, Advisory Resume Examples & Samples

Evaluate integrator and client deliverables related to requirements specification, process analysis, system-based and manual controls, functional design, and test plans for public services and state and local government engagements
Conduct on-going reviews of integrator deliverables through systems development life cycle (SDLC)
Clearly communicate business functional issues to various levels of clients and internal staff
Experience with project, program, or portfolio management specifically with large-scale transformation programs involving business and process organization and technology components

Senior Associate, Treasury Advisory Resume Examples & Samples

Perform Treasury process gap analysis and to collate findings
Work in collaborative team to analyze Client’s Treasury issues and to interview key personnel
Liaise with Client’s executives and external banking professionals as required
Identify issues, define symptoms and recommend solutions
Participate in Client presentations
Prioritize objectives and contribute to project planning and status reporting
Support junior members of the team
Build and manage relationships with peers within other practice areas of Deloitte
Use available knowledge networks to extract relevant information for projects

Senior Associate, Advisory, Perf Improvement Resume Examples & Samples

SAP ECC6 or S/4HANA with functional competency in one of the following modules
Approximately 3-4 years of experience in consultancy, professional services or project management
Demonstrated ability to manage and supervise teams through all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, and application mapping

Senior Associate, TMT Deal Advisory Resume Examples & Samples

Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders
Interface with senior executives of clients and target companies
Analyze and synthesize target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements
Two years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience
Strong command of Microsoft Excel and PowerPoint
Ability to travel fifty percent annually

Senior Associate, Lead Advisory Resume Examples & Samples

Proactively expand their existing network in the private and public sector community and develop, with assistance, an internal network within EY
Oversee the preparation and delivery of documents for, and presentations to, clients and prospects
Assist in managing financing assignments for both private and public sector entities while taking a lead role in client relationship management
Manage project teams of 2-3 professionals and assume developmental responsibility for junior staff
Minimum 8-10 years’ experience in financing transactions (i.e. Commercial/Corporate Banking, Public Sector and general Corporate Finance)
Experience working in small teams and developing/coaching/mentoring junior-level staff

Senior Associate, Pas-rewards Advisory Resume Examples & Samples

A recognized university degree preferably in Business / Human Resources or equivalent
At least 2 years of relevant Talent and Reward experience
Positive work attitude, team player with strong interpersonal skills
Customer and delivery focused
Ability to work in a fast-paced and changing environment

Advisory FS Digital Technology Senior Associate Resume Examples & Samples

Project governance, e.g. organizational and process aspects
Risk management and analysis, e.g. risk register, risk modeling, root cause analysis
Issue management
Construction of project management controls, e.g. schedule and cost control, change management
Complex schedule analysis, e.g. critical path, schedule compression/time-cost trade-offs, change impacts
Performance metrics and project reporting
Quantifying cause and effect of delays using project and portfolio management applications
Identifying and implementing process improvements that help clients achieve their business objectives; and,
Employing industry-leading practices to improve project performance
Management and coordination of technology plan, build, run initiatives
Technology platforms, including centralized, distributed, cloud-based, mid-range and database technologies
Collaboration across functional areas, Development, QA and Operations, to assure technical credibility of a released technology
Technical resource alignment for technical progression of program content
Enterprise IT Services organizations and other Business Area IT Service Organizations pertaining to the delivered technology solution coordination; and,
Indirect IT Procurement, Asset Management, and Logistics including: IT Procurement and Supply Management; Asset management, hardware, software licenses, inventory; Vendor agreements, and Program support coordination
Managing and delivering highly complex Infrastructure technology projects in accordance with PMI/ industry-leading practices
Building high performing teams, including providing meaningful written and verbal real-time feedback
Managing multiple projects and teams concurrently
Developing innovative solutions to complex problems, independently and proactively
Utilizing multiple technologies, e.g. project control tools, statistics and risk packages, and Microsoft Office suite, including MS Project
Managing project workflow, resources, and budgets
Communicating technical concepts in a clear manner, verbally and in writing, to advance business initiatives
Developing and building out a new service offering; and,
Leading development of proposals that strategically articulate the value of service offerings to generate new projects

Advisory AML Senior Associate Resume Examples & Samples

Banking processes (commercial, retail, private banking, broker dealers) and transactional flows
Common issues facing clients within one or more of the following industries: Healthcare, Products and Services and Financial Services
Communications with clients in an organized and knowledgeable manner, delivering clear requests for information, demonstrating flexibility in prioritizing and completing tasks and communicating potential conflicts to a supervisor

FSO Advisory Markets Enablement Senior Associate Resume Examples & Samples

Working with leadership to ensure accuracy of service offering materials
Managing and maintaining internal knowledge sites (e.g. uploading documents, managing version control, managing permissions)
Creating PowerPoint slides for critical FSO Advisory strategic meetings
Promptly responding to ad-hoc requests from Market Enablement Stakeholders
Assisting with the investments process from end to end
English language skills - excellent written and verbal communication
Consulting experience preferred
Ability to assert ideas and influence others, to gain support and commitment for shared projects
Strong PowerPoint and Excel skills, including the ability to handle large data files on a daily/weekly basis
Aptitude for identifying strategic opportunities, to bring focus to critical strategic issues
Ability to handle multiple demands and competing priorities
Adept at prioritizing deadlines and delegating tasks to others
Forfeit flexible work arrangements and time during specific times or deadlines
Travel according to business and project needs
Work overtime as required to meet deadlines
Approximately 3 years of experience required; 3-5 years related work experience preferred

Senior Associate Operational Assurancy & Advisory Resume Examples & Samples

Scope, design and lead quality assurance reviews over Risk Reporting & Middle Office processes, present findings to senior management, recommend action plans to address operational risks and process deficiencies
Support the Risk Reporting Projects & Middle Office function as an independent adviser
Develop deep business process knowledge and stay abreast of business and regulatory changes
Investigate and escalate critical issues; and achieve agreement on measures to address control deficiencies
Create clear, concise executive presentations on processes and their control environment for senior management
Minimum of 8 years Financial Institution experience at a senior or supervisory level in a relevant risk, audit (internal/external) or similar control function
Strong technical skills in Access and Excel (Programming, Debugging, Process Automation)
Excellent communication abilities, both written and oral including fluent English
Strong analytical skills in interpretation of data and identification of anomalies

Senior Associate Transaction Advisory Group Resume Examples & Samples

Transactions Advisory (A minimum of 1 year in Transactions Advisory Services at a Big 4 firm)
Financial Due Diligence (FDD) - Financial and Business Modeling
Significant Financial Services experience and a wide range of client situations
Degree educated
ACA qualified with a strong track record of achievement
Financial modeling experience and solid understanding of financial statements
Proven track record of working in a Big 4 transactions advisory team
Experience across Financial Services sector clients
Excellent organizational, problem solving and communication skill
Demonstrable integrity, leadership and objectivity
Team player who excels in a fast-paced, entrepreneurial, challenging work environment
Willingness to travel
Additional European languages at Business level or above are highly advantageous

Controls Advisory IT Senior Associate Resume Examples & Samples

Supervise, train, and mentor associates and interns on audit and review process and assess performance of staff for engagement reviews; perform in-charge role as needed
Work with audit and assurance teams and the client to plan engagement strategy, define objectives, and address technology-related controls risks and issues
Prepare Service Auditor Reports (SAR) in compliance with SSAE16
Work with BRS team to identify and resolve client issues discovered during audit and review process
Maintain a good working relationship with clients to enhance customer satisfaction and work with client management and staff at all levels to perform BRS services
Meet or exceed targeted billing hours (utilization)
Bachelor's degree in Accounting, Finance, Information Technology, MIS or related field. A Master’s degree is a plus
CPA, CISA, CISSP, CIA or CISM license/certification preferred
Security experience or security training and Sarbanes-Oxley Section 404 experience
Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills

Senior Associate, Advisory Resume Examples & Samples

Business, Accounting & Finance
IT, Computer science
Information systems
Provide both subject matter expertise and project management experience
Cultivate generate and manage business development opportunities
Understand EY and its service lines and actively assess/present ways to serve clients
Demonstrate in-depth technical capabilities and professional knowledge within field
Demonstrate ability to assimilate new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Should understand how to successfully manage project plans and financials
Must have excellent communication skills, as frequent interaction with key decision makers are expected
Experience of implementing data flow analysis, risk assessments and strategy development such as policies and procedures, business process controls, incident response plans, monitoring and reporting programs
Demonstrated ability to build trust and manage high level relationships
Project Management experience is desired
Demonstrated ability to manage and supervise teams through all phases of the project lifecycle (Desired)
Strong written and verbal communication in English, interpersonal, presentation, client service and business writing, coupled with a strong interest in further designing, developing and integrating business operations and technology

Advisory Forensics Senior Associate Investigative Analytics Resume Examples & Samples

Investigate accounting irregularities and respond to fraud allegations
Help to address commercial disputes and tax-related controversies or take advantage of tax saving opportunities
Supervising or leading work streams involving business transactions management, such as divestitures, mergers and acquisitions
Performing in or maintaining relational and NoSQL Databases, especially utilizing one or more of the following environments: Data Visualization Tools
Tableau; Spotfire, QlikView, etc., R or Base SASData Analytics
Performing in ERPs, especially multiple business and accounting cycles, financial reporting activities, and data models
Managing multiple engagements and competing priorities in a rapidly growing, cross-functional, fast-paced, interactive, results-based team environment
Leading teams on accounting-related and business consulting projects to translate business and accounting requirements into technical solutionsâ€™ specifications
Creating, managing, and utilizing high performance relational and NoSQL databases, such as Microsoft SQL Server, Oracle, Microsoft Access, OLAP and other proprietary software
Querying and mining large data sets to discover transaction patterns, examining financial data and filtering for targeted information that utilize both traditional and predictive/advanced analytic methodologies
Designing and developing user interfaces and database reports
Assisting practice leadership in creating proposals, budgets, work-plans, and other business development activities as appropriate
Communicating cogently when writing, speaking and/or presenting to senior management, client personnel, client in-house and outside legal counsel, compliance personnel, investigators, vendors or subcontractors, and team members; and,
Overseeing project management, including preparing budgets, work plans, status reports, and client-ready deliverables

Senior Associate, IT Audit & Advisory Resume Examples & Samples

Minimum of two (2) years of experience in information systems or internal audit required
Prior experience working within a public accounting and internal auditing environment preferred
Prior experience with control based frameworks such as NIST 800-53, ISO 27001 preferred
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Ability to successfully interact with professionals at all levels
Advanced knowledge of internal controls

Controls Advisory IT Senior Associate Resume Examples & Samples

Developing IT components with enterprise risk management programs
Leading IT risk assessments ranging from internal audits, system implementations and specialized IT areas (security, basis, access provisioning, etc.)
Executing IT audits and IT SOX
Dynamic & creative individual with ability to adapt to different environments and responsibilities
Execute assigned client engagements from start to completion, which includes the overall planning, execution, direction and completion of information systems audits and/or business process control reviews, and managing the engagements to budget
Supervise, train and mentor assigned audit associates and interns on audit and review process engagements, and assess the performance of the staff for their engagement reviews
Apply current knowledge of IT trends and systems processes to identify security and risk management issues, as well as other opportunities for overall process improvement
Work with assigned audit and assurance team members and client personnel, to plan engagement strategy, define objectives and address technology-related controls risks and issues
Other areas of expertise needed should include some of the following: access control software, security architecture and administration, Internet use/firewalls, network security awareness and enforcement, security policies and standards, and operating systems (Windows NT/2000, UNIX, AS400, Novell)
Excellent computer software skills, including proficiency in Microsoft Office Suite applications, is expected
Specialized expertise such as SAP, Oracle, etc. a plus

Associate / Senior Fintech Advisory Advisory Resume Examples & Samples

Participate in security engagements, including penetration testing (infrastructure and application), security architecture, system and network assessment
Identify and communicate engagement issues and findings to senior management and client personnel
Prepare written reports on findings and recommendations from engagement work; and
Develop and maintain positive working relationships with client personnel

Associate / Senior Advisory Resume Examples & Samples

Performing data analytics work, which includes data extraction, transformation, load and analysis by using common analytic software, such as Excel, Access, SQL Server, SPSS, etc
Develop or improve automatic data analysis scripts/programs with solid knowledge of modeling, programing and accounting
Draft memos, reports, proposals, mails, meeting minutes in Chinese/English
Communicate with internal staff or external client in both fluent mandarin Chinese and English
Solve any problem encountered in work independently or with limited guidance from senior staff
Participation in other marketing and practice development work
Actively engaging in management roles including engagement management, time management, project management and team management
University degree in Computer Science, MIS, Statistics or related discipline
Proficient in Excel, Access, SQL Server, SPSS or other data analysis software
Programming skills in at least one quantitative language, such as C, Java, VBA
Good quantitative analytical and creative problem solving capabilities
Good communication, presentation and PPT writing skills
Good command of both written and spoken in Chinese and English
Teamwork spirit and willingness to work under pressure
Finance, Accounting, Economics knowledge is a plus

Associate / Senior Advisory Resume Examples & Samples

Perform IT risk assessment and IT audit, including general computer controls, application controls and security review
Facilitate our clients in improving their accounting related processes through the technology, e.g. the adoption of relevant tools and application systems usage
Prepare written reports on findings and recommendations from project work
Be innovative in developing new tools and new solution for our clients in different industries
Actively engage in management roles including engagement management, time management, project management and team management
University graduates or above in Information Technology related, Engineering, Accounting, Business or related disciplines
1-4 years (for Senior / Associate) of experience in audit and/or IT audit in the required discipline
Holder of certifications such as CISA, CIA, CISSP, CPA and/or other related certifications is an advantage
With good track record of delivering high quality projects and providing recommendation to management for significant improvements in key accounting related processes for the organization through using technology