Financial Advisory Services Resume Samples

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J Grant

Jay

Grant

13712 Letha Turnpike

Los Angeles

+1 (555) 351 3498

13712 Letha Turnpike

Los Angeles

Phone

p +1 (555) 351 3498

Experience Experience

Chicago, IL

Financial Advisory Services Manager

Chicago, IL

Reichel-Deckow

Chicago, IL

Financial Advisory Services Manager

Develop high-performing teams through challenging and meaningful opportunities and recognize them for the impact that they make
Supervise, develop and train staff on engagements. Evaluate performance and participate in individual's performance appraisal process
Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
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
Manage and oversee engagement teams on client projects
Influence clients, teams, and individuals positively. Leading by example and establishing confident relationships with senior stakeholders

Phoenix, AZ

Financial Advisory Services Associate Chicago

Phoenix, AZ

Moore and Sons

Phoenix, AZ

Financial Advisory Services Associate Chicago

Performing quality control reviews over work product
Conducting industry and market research and developing market based approaches to valuation
Developing and assessing projections and forecasts
Well-developed analytical abilities
Organizing documents and work papers, including preparing supporting materials for litigation and valuation reports
Communicating with clients and colleagues in written and oral form
Applying statistical analysis

present

Houston, TX

National Director of Financial Advisory Services

Houston, TX

Mohr, Murazik and Durgan

present

Houston, TX

National Director of Financial Advisory Services

present

Partner with PCG Marketing on the overall marketing strategy to share the sales force input and feedback on marketing programs
Monitor effective implementation of marketing strategies and training programs
Manage and provide leadership to Regional Sales Managers, including but not limited to the following key accountabilities
Support the development of sales and marketing tools to drive increased product knowledge and to drive the right sales and relationship management behaviors
Develop and implement a strategy for managing affiliate bank investment programs
Participate in staffing decisions
Ensure compliance with all legal and regulatory matters,

Education Education

Bachelor’s Degree in Accounting

California State University, Los Angeles

Bachelor’s Degree in Accounting

Skills Skills

In-depth partnering skills – ability to work with both internal partners and external partners/contacts to drive business results
Manage and monitor controllable non-interest expenses and cash rebates to maximize productivity and revenue generation
Provide input to the product strategy for BMO Harris Financial Advisors based on market knowledge and feedback from regional teams
Support the development of sales and marketing tools to drive increased product knowledge and to drive the right sales and relationship management behaviors
Ensure compliance with all legal and regulatory matters,
Apply the Bank’s performance management system to direct reports, including establishing goals and objectives, assessing skilled knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness, and reviewing and recommending base and variable pay
Establish and optimize team integration by articulating the mandates and authorities of roles on the team and how roles within the team work collaboratively with one other to fulfill team objectives
Accountable, as a manager of managers, to: develop and sustain an effective multi-level unit; ensure the quality of effective managerial leadership practices of first-line managers; conduct talent pool assessment with first-line managers on the capability of their staff; and hold mentoring discussions with and hear requests from front-line employees
Has the authority, as a manager of managers, to: approve job and pay grades for front-line staff; establish a pool of candidates from which front-line staff may be chosen; and decide on cross-functional working relationships (within the unit and in conjunction with other unit managers across groups)
35% Sales Force Management

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Financial Analyst Financial Advisory Services Chicago Resume Examples & Samples

Transaction Opinions & Valuation Advisory: Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions
Two to three years of relevant valuation experience
Excellent understanding of financial statements analysis, with the ability to work through key assumptions, implicit caveats, and limitations
Strong knowledge of Excel modeling, including integrated cash flow modeling
Demonstrated ability to work cooperatively with team members

National Director of Financial Advisory Services Resume Examples & Samples

20% Managerial Leadership
Develop, implement, review and revise a 3 year strategic business plan including: vision, mission, values, strategic positioning, operational and resource plans
Set appropriate context and direction for direct reports on the strategic vision of BMO Harris Financial Advisors and the tactics employed to meet and exceed the ongoing business objectives
Ensure the effective implementation of Bank initiatives and programs through the establishment of appropriate context and setting of direction for direct reports by providing relevant information, establishing goals, and setting limits within the context and prescribed limits of the President BMO Harris Financial Advisors
Establish a two-way working relationship with direct reports to solicit their views on business opportunities, the working environment, potential changes affecting their work, continuous improvement opportunities, and revisions to the plan
Build and sustain a team of direct reports who are capable of delivering the performance required for BMO Harris Financial Advisors and create & implement training and development plans as well as provide ongoing coaching to direct reports to ensure sustained performance
Apply the Bank’s performance management system to direct reports, including establishing goals and objectives, assessing skilled knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness, and reviewing and recommending base and variable pay
Establish and optimize team integration by articulating the mandates and authorities of roles on the team and how roles within the team work collaboratively with one other to fulfill team objectives
Accountable, as a manager of managers, to: develop and sustain an effective multi-level unit; ensure the quality of effective managerial leadership practices of first-line managers; conduct talent pool assessment with first-line managers on the capability of their staff; and hold mentoring discussions with and hear requests from front-line employees
Has the authority, as a manager of managers, to: approve job and pay grades for front-line staff; establish a pool of candidates from which front-line staff may be chosen; and decide on cross-functional working relationships (within the unit and in conjunction with other unit managers across groups)
35% Sales Force Management
Build and execute a sale strategy (e.g., goals, programs, protocols and tactics) for BMO Harris Financial Advisors to drive the required business results, focusing on identifying critical activities internally and externally
Build a collaborative network with business leaders in BMO Harris Private Bank and BMO Harris Bank to set the foundation for effective working relationships and sales/relationship protocols to build the business within all areas of BMO Harris; adopt an enterprise perspective focused on the client to enable collaborative solutions that benefit all businesses at BMO Harris
Develop required infrastructure to support increased insurance sales within BMO Harris Financial Advisors and provide required leadership support to the Insurance Program Manager to drive the holistic client conversations and increased sales results
Monitor results against established measures to identify deviations from plan and take appropriate action to rectify
Develop and implement national sales initiatives, ensuring the delivery of product and/or sales training for direct reports to ensure that desired outcomes are achieved
Address any escalated sales or relationship management issue to ensure the retention of the business and provide the necessary strategic thinking to resolve the issue for the benefit of the client and BMO Harris
Manage and provide leadership to Regional Sales Managers, including but not limited to the following key accountabilities
Participate in staffing decisions
Provide guidance to establish and attain regional sales goals
Assist in the review of sales production levels of employees
Ensure compliance with all legal and regulatory matters,
Ensure distribution system maintains integrity with affiliate bank and its customers by providing appropriate products to meet customer needs, and
Monitor effective implementation of marketing strategies and training programs
35% Business Delivery & Operations
Act as a key member of the BMO Harris Financial Advisors management team to provide input in the strategic vision of the entire business and to support effective working relationship with operations/support functions
Set the strategy and lead workforce planning discussions that identify future FTE requirements for Regional Sales Managers, Financial Advisors and Investment Associates; execute the workforce plan in partnership with HR
Establish and implement comprehensive and ongoing training programs for new and existing Financial Advisors and Sales / Investment Associates to build required product knowledge
Support the development of sales and marketing tools to drive increased product knowledge and to drive the right sales and relationship management behaviors
Partner with PCG Marketing on the overall marketing strategy to share the sales force input and feedback on marketing programs
Lead and/or act as a subject matter expert on key BMO Harris Financial Advisors projects or programs or BMO Harris Private Bank programs, ensuring focus on the client and the sales force
Maintain strong knowledge of the investment industry, including financial planning techniques and asset allocation principles, sharing expertise with regional teams and the management team as required
Provide input to the product strategy for BMO Harris Financial Advisors based on market knowledge and feedback from regional teams
Develop and implement a strategy for managing affiliate bank investment programs
10% Risk Management and Control
Maintain strong working knowledge of customer documentation requirements, transaction processing procedures, client management systems, and sales production reporting formats
Conduct compliance related workshops and periodic compliance reviews at the Financial Advisor level
Ensure all audit, control and compliance requirements are met and work cross functionally to develop appropriate training and resources to maximize organizational effectiveness
Manage and monitor controllable non-interest expenses and cash rebates to maximize productivity and revenue generation
Monitor the effectiveness of operational controls in place, identify deficiencies, initiate appropriate corrective actions to ensure controls are adequate and escalate as required
Respond to questions or resolve issues identified through audits or quality checks; identify and take appropriate action if ongoing performance issues are identified
Bachelor’s degree (advanced degree preferred)
Minimum of 15 years professional experience in business direction & planning, sales management
Expert knowledge of consultative, multi-interview sales process
Expert knowledge of investment markets/products and awareness of competitive developments
Expert knowledge of rules & regulations governing FDIC insured and non-FDIC investment products
Series 7, 63, 24 and 65/66
Insurance license in applicable states(can be obtained after hire)
Expert strategic planning skills
Expert communication skills (written and oral)
Expert sales skills with demonstrated success in sales production
In-depth problem solving skills
In-depth partnering skills – ability to work with both internal partners and external partners/contacts to drive business results

VP-financial Advisory Services Resume Examples & Samples

Lead cost segregation studies by working with construction professionals and accountants - looking at the building and land from a construction perspective and from a financial perspective
Perform detailed cost analysis of the building components including quantity take-offs
Analyze contractors' payment applications, construction costs, building component classifications, and site inspections of client buildings
Demonstrate a high level of understanding of the cost segregation practice - keeping up with new regulations and the impact they might have on clients
Market cost segregation services to existing clients and potential clients of the Firm, including leading proposals for new business
Facilitate presentations on cost segregation to individuals inside and outside of the Firm. Act as a resource for the Firm in this area
Approximately six to ten years of cost segregation experience demonstrating solid analytical capabilities
Bachelor’s degree in Engineering other related academic major with essential classes in finance, accounting and economics

VP Financial Advisory Services Resume Examples & Samples

Appropriately delegate and supervise tasks performed by Financial Analysts
Analyze target company financial information and other 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
Draft tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis
Assist in audit work paper review
Review customer and supplier contracts
The ideal candidate should have a demonstrated ability to work cooperatively with team members and an exceptional work ethic
For the VP position, a minimum of 5 years Transaction Services experience, providing financial or tax due diligence and other transaction-related services
Big Four and transaction advisory experience is preferred
Strong analytical abilities and a fundamental understanding of financial valuation theory, methodologies, and applications are preferred
Strong command of Microsoft Excel and PowerPoint

Financial Analyst Financial Advisory Services Resume Examples & Samples

Interface directly with senior executives with clients and target companies
Execute diligence through fieldwork, management meetings and desktop review
Analyze target company financial information and other data to identify
The ideal candidate should have a demonstrated ability to work cooperatively with team members and possess an exceptional work ethic
Demonstrated history of professional achievement and client service excellence
A minimum of 3 years of Big 4 audit experience OR 2 years of Transaction Services experience (or combination thereof) with a national firm, providing financial and tax due diligence and other transaction-related services
CPA is strongly preferred
Working knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
Familiarity with common transaction tax related matters
Ability and desired willingness to travel

Financial Analyst Financial Advisory Services Resume Examples & Samples

Tax & Financial Reporting Valuation: Purchase Price Allocation, Goodwill Impairment, Equity-Based Compensation, Fresh-Start Accounting, Tangible Asset Valuation, Due Diligence Services
Supporting FAS portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors
Performing financial statement analysis and other quantitative and qualitative assessments
Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors
Identifying relevant comparable public companies and M&A transactions within parameters established by FAS project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate
Researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities
Designing and drafting client deliverables
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
Performing other ad-hoc research, analytics, and support for the FAS project teams as required
Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures
Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity
Bachelor’s degree in Finance, Accounting, Business, or Applied Economics
Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
An exceptional work ethic

Financial Analyst Financial Advisory Services Resume Examples & Samples

B.A./B.S./B.B.A./Masters in finance, accounting, business, or applied economics
Course work in accounting and finance
A fundamental understanding of financial valuation and lost profits theory, methodologies, and applications

Senior, Financial Advisory Services Resume Examples & Samples

Preparation of reports involving the valuation of business interests, quantification of damages, income and/or business loss and income analysis for family law purposes
Analysis of legal and financial documentation such as legal agreements, financial statements and tax returns
Gathering and analysis of investment and transactional data from public and licensed sources
Bachelor’s degree or higher
Relevant work experience in a litigation/business valuations role
Enrolled in the Chartered Business Valuators program
Demonstrated expertise in analyzing financial statements as well as a knowledge of income tax
Strong Microsoft Word and Microsoft Excel skills
Excellent interpersonal, communication and organizational skills
Sound judgment regarding confidential and sensitive matters
Ability to work effectively independently and as part of a teamAll resume information is received in confidence. While we appreciate all applications received, we can only contact directly those candidates selected for an interview

Financial Advisory Services Manager Resume Examples & Samples

A degree in Finance, Accounting or Economics with at least 5 years of technical and financial advisory related experience in investments and/or valuations
Demonstrated experience in business and strategic planning and managing client relationships
Ability to create and deliver client service work that exceeds client expectations
Proficiency with Microsoft Excel, Word, PowerPoint and Bloomberg/ Reuters (advantage)
Must be flexible with the potential travel requirements of client service engagements
Professional demeanor and strong communication skills, both written and oral
Analytical skills and systematic problem solving
A minimum of 5 years working experience
Experience working for Big 4 would be an advantage

Financial Advisory Services Resume Examples & Samples

0-2 years experience in financial consulting (Financial Advisory/Corporate Finance) or Investment Banking/ Private Equity preferably in Corporate Finance Department with experience in areas such as business valuations, mergers & acquisitions, due diligence, financial modeling and re-structuring, raising debt or equity
MBA or equivalent, with emphasis on finance/financial planning or investment analysis
Strong Interpersonal & Communication skills
Advanced level of technical proficiency and computer literacy particularly with spreadsheets (Word, Excel, PowerPoint)
Motivated, dedicated, dynamic & hard worker
Bilinguals (Arabic & English) preferred

Financial Advisory Services Resume Examples & Samples

5+ years experience in public auditing and accounting, preferably with Big Audit Firms
Knowledge of best practice reporting and International Financial Reporting Standards
Experience in transaction support, valuation, due diligence, financial re-structuring, feasibility studies/projections, IPO's
Supervise staff, inspect client financial records, compile and analyze data, prepare detailed audit reports and resolve accounting research issues
Degree in Accounting or related field. Graduate degree is desired
International accounting qualification is desired: CA, ACCA, or CPA. Preferably CA
Fluent in English (Reading, Speaking and Writing). Preference will be given to Bilingual candidates (Arabic/English)

Financial Advisory Services Manager Resume Examples & Samples

Mergers and acquisitions
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
Interim management assistance
Manage and oversee engagement teams 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
Invest in professional development through active participation in training sessions and networking events both internally and externally
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
Willingness and ability to as needed for client projects
6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA)
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
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries

Financial Advisory Services Manager Resume Examples & Samples

Lead a diverse team of talented financial advisors to deliver on client engagements
Develop your expertise in a specialisation and your reputation as a business advisor
Participate in the development and delivery of training programs
Actively coach and support development of junior team members
Guide practitioners in using available knowledge networks to extract relevant information for projects
Ensure all project qualifications, deliverables from projects are contributed to global knowledge database
Lead gathering, documentation and sharing of session learned from each project
Understand the goals of our clients and Deloitte and align our people to these objectives, setting clear priorities and direction
Influence clients, teams, and individuals positively. Leading by example and establishing confident relationships with senior stakeholders
Delivers exceptional client service. Maximizes results and drives high performance from people while fostering collaboration across businesses and geographies
Develop high-performing teams through challenging and meaningful opportunities and recognize them for the impact that they make

Financial Advisory Services Manager Resume Examples & Samples

All aspects of preparing data for submission to various governing bodies in connection with anti-dumping and countervailing duty proceedings
Application of anti-dumping and countervailing duty regulations and practices to various analyses
.Ad hoc analysis of sales, production, and accounting data as well as import and export trade statistics
Calculation of margin estimates and target pricing

Financial Advisory Services Resume Examples & Samples

Be responsible for developing an understanding of the Deloitte TS approach, methodology & tools and apply this while performing the tasks assigned
Build knowledge to perform financial statements analysis and carry out due diligence work to international companies
Prepare work files and analysis supporting the Financial Due Diligence Scope of Work. The work files generally include financial data summary and analysis of historical and current performance of the business under review
Coach, supervise and be in-charge of junior colleagues
Be coached by more experienced colleagues in order to gain increasing autonomy and technical know-how allowing fast career progression
Establish working relationships with office colleagues and also external companies’ personnel
Execute the task required and deliver output within the deadlines
Be a young professional with 1 to 3 years of work experience, preferably in audit. Prior work experience in a Big 4 company in a relevant function is an advantage
Have strong knowledge background (academic or professional) in Finance and Accounting; Good understanding of Financial Statements and Financial Reporting. High University average grade, and especially high grades in subjects related to Accounting, Finance and Audit are considered a plus
Have very good knowledge of the English and Italian languages. Be fluent in both written and oral
Have strong analytical skills; be able to analyze and process data in MS Excel; be able to address tasks and organize information logically
Be results-oriented with a proactive and rigorous approach
Be able to work in a multi-cultural team, and have good interpersonal skills
Be capable of managing multiple tasks and working in team
Be willing to learn from experienced colleagues and acquire knowledge in a dynamic environment
Have very good knowledge of MS Office (Power Point, Excel, Outlook, Word)
Be available to travel abroad Albania when required

Analyst, Financial Advisory Services Resume Examples & Samples

Obtain and analyze all necessary mandate information
Compile, review and analyze data
Prepare schedules, reports, cash flows and other documents pertinent to the department
Respond to queries from various stakeholders
Demonstrate practical decision making
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

Financial Advisory Services Associate Resume Examples & Samples

Building initial analysis from source documents
Understand the level of quality and deliverable expectations for analyses (i.e., formatting, layout, accuracy, etc.)
Manipulate multiple source data documents using macros and other Excel skills to efficiently and accurately build out analysis
Prepare and track the initial and follow up documentation request lists along with the Senior Associate
Responsible for completing all analyses and ensuring all necessary schedules and exhibits presented exceed Weaver quality standards and are reconciled to source documents
Assist in coordinating site visits with the Manager and in preparing agendas and initial schedules to share with target
Assist in identifying deal issues and other adjustments impacting the report
Drafting certain portions of client deliverables
Developing lines of communication with the clients
Experienced with Microsoft Excel, Power Point, Word and Outlook
Team orientation and strong interpersonal skills
Self-motivated and deadline oriented with the ability to work effectively independently
Sufficient technical skills to perform the essential duties and responsibilities of this position including a demonstrated understanding of GAAP
Complete understanding of basic financial statements
CPA preferred, with 2-3+ years’ experience in public accounting or its equivalent
Big 4 experience in Audit and/or Transaction Advisory is preferred
Valuation experience is a plus

Asia Financial Advisory Services Managing Director Resume Examples & Samples

20+ years of proven top performance in one or more industries and 10+ years of professional consulting firm experience
Expertise in selling and delivering
Effective business developer, successful originating new sales with a consistent track record selling and /or managing $4 - $5 million in professional consulting services annually
Expert knowledge and understanding of company operations and marketing/sales
Thrives in a fast paced environment, responsive & comfortable with rapid change
Strong written, verbal, organizational and executive level presentation skills
Creativity, persuasiveness, self-motivation and the ability to work as a team player
Good financial and general management skills
Entrepreneurial, proactive and productive, focused on results; someone who instinctively knows what needs to be done and encourages colleagues to get things accomplished
Demonstrates a curiosity and genuine caring for others
Outgoing; energetic; assertive
Self-starter; motivated; self-disciplined; goal-oriented
Demonstrates expertise in addressing matters in Japan as to business practices and economics

Financial Advisory Services Resume Examples & Samples

A minimum of 8 to 12 years of relevant experience, gained within the divisions of: valuation or transaction services in a consulting firm; the Mergers & Acquisitions (M&A) team of an international investment bank; or the corporate controlling department of a large multinational organisation
Fluency in German and English is essential; knowledge of an additional language would be advantageous
The ability to analyse and quantify damages in high-profile international legal controversies, translating this information into a ‘bulletproof’, easily understandable, and convincing concept
The ability to build the highest quality finance models
Synthesis of information into flawless reports and oral presentations
Experience of working on complex and varied dispute projects, involving accounting, valuation, creative research, data analysis, and economic assessments
An understanding of the unique specificities of a diverse range of industries
Experience of undertaking financial investigations, analysing alleged wrongdoings
High motivation, excellent and analytical problem-solving skills, an eye for detail, and strong communication skills
Excellent Microsoft Excel and PowerPoint skills

Financial Advisory Services Associate Chicago Resume Examples & Samples

Researching and analyzing factors affecting litigation damages or valuation including gaining understanding of the industry or market at issue
Developing and assessing projections and forecasts
Creating financial models incorporating discounted cash flow (DCF) theory
Conducting industry and market research and developing market based approaches to valuation
Applying statistical analysis
Reviewing and summarizing materials produced in litigation matters such as depositions and financial statements
Organizing documents and work papers, including preparing supporting materials for litigation and valuation reports
Creating and managing large data sets
Communicating with clients and colleagues in written and oral form
Drafting written reports
Performing quality control reviews over work product
A Bachelor’s degree in accounting, finance, economics, or mathematics
A minimum of one year’s experience working in a professional services firm providing dispute, litigation and/or valuation services or a “Big Four” accounting firm conducting independent financial statement audits for publicly traded companies will also be considered
Well-developed analytical abilities
Ability to prepare or ability to learn to prepare financial models and cash flow analyses
A professional demeanor with advanced communication and presentation skills
Strong project management skills including the ability to manage multiple tasks, self-prioritize tasks and meet deadlines
Ability to work well with others in a team environment, as well as independently with an entrepreneurial attitude
Ability and willingness to maintain a flexible work schedule in order to meet client needs
Desire and interest to meet new people and network socially
A positive and energetic attitude
Proficient in Microsoft Excel, Access, Word and PowerPoint
Pursuit of professional certifications such as a Certified Public Accountant, Chartered Financial Analyst and Certified Valuation Analyst is viewed favorably

Business Analysts Financial Advisory Services Restructuring Resume Examples & Samples

Collect, assimilate, and analyze relevant data and use standard processes and tools to help surface insights and solutions
Comply with quality standards, risk rules, and confidentiality guidelines to deliver results
Adopt a disciplined approach to building financial models
Postgraduate Degree (MSc. or MBA) in Finance, Economics, Accounting, Business Administration or Forensic from a prominent University
Up to 2 years of relevant work experience preferably within an International professional services firm
Professional Certifications, such as Certified Public Accountant (CPA), Association of Chartered Certified Accountants (ACCA), ICAEW Chartered Accountant (ACA) or similar
Experience in applying comprehensive industry research and analysis to support operational and financial restructuring, as well as in supporting detailed financial reviews and due diligence assignments

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