Manager, Advisory Resume Samples
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Manager, Advisory Resume Samples
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OS
O Spinka
Oswald
Spinka
9176 Ottilie Road
Houston
TX
+1 (555) 535 1587
9176 Ottilie Road
Houston
TX
Phone
p
+1 (555) 535 1587
Experience
Experience
Houston, TX
Manager, Advisory
Houston, TX
Legros, Kessler and Yundt
Houston, TX
Manager, Advisory
- Conduct performance reviews and contribute to performance feedback for staff
- Creating a positive learning culture - you will develop junior team members and help them to develop through effectively supervising, coaching, and mentoring
- Manage junior staff and lead workstream teams
- Create a positive learning culture by coaching and counselling junior team members and helping them to develop
- Conduct performance reviews and contribute to performance feedback for junior staff
- Assisting in developing EY solutions and supporting tools and methods
- Develop people through effectively supervising, coaching, and mentoring all levels of staff
San Francisco, CA
Engagement Manager, Advisory
San Francisco, CA
Ebert-Konopelski
San Francisco, CA
Engagement Manager, Advisory
- Technical responsibilities include problem identification, strategy development, implementation, testing coordination, solution deployment, and client training
- Exhibit proactive behavior by engaging in project planning activities, including but not limited to: Defining the overall scope of the project; Creating and maintaining a consolidated timeline highlighting the major milestones and associated dates for project activities; Identifying and communicating project dependencies and impacts; Putting mechanisms in place to set expectations and ensure on-going control of the project (e.g., Kickoff meeting, overall Project Management Approach, Risk Management, Issues Management, Change Control, etc.)
- Provide leadership and key stakeholders with the information and venues to make effective, timely decisions
- Ensure success criteria defined upfront to promote alignment and actively manage to expected project outcomes Keep all stakeholders (internal & external) engaged in the project, aligned on expected outcomes and informed about what is occurring throughout the project
- Own client relationships, solutioning, business development, and escalations for several clients in our Electronic Payments PS portfolio
- Engage in business development and sales activities; develop, present, and negotiate pricing proposals, Statements of Work, and Work Orders; and see them through full execution
- Manage implementation programs/projects for clients for all Fiserv Electronic Payments product offerings, from project initiation through analysis, design, configuration, testing, training and delivery
present
Chicago, IL
Senior Manager, Advisory
Chicago, IL
Hackett, Kohler and Kassulke
present
Chicago, IL
Senior Manager, Advisory
present
- Support internal activities including proposal development and developing points of view when responding to business development opportunities
- Assist partners and directors with generating new business opportunities and building client networks and relationships
- Conduct performance reviews and contribution to performance feedback for all levels of staff
- Conduct performance reviews and contribute to performance feedback for all levels of staff
- Purchase to pay performance improvement
- Strong commitment to professional client service excellence.We thank all applicants for their interest but only those candidates selected for an interview will be contacted
- Work with partners and directors with generating new business opportunities and building client networks and relationships
Education
Education
Bachelor’s Degree in Information Systems
Bachelor’s Degree in Information Systems
Southern Illinois University Carbondale
Bachelor’s Degree in Information Systems
Skills
Skills
- Good project management skills to ensure engagements deliver on time and to budget
- Team management and client relationship management skills
- Risk management transformation & internal controls (includining regulatory compliance & strengthening the internal controls framework, covering treasury, finance, reporting & compliance function)
- Track record of reviewing and improving audit documentation, e.g. process understanding, risk and control matrices, testing programmes
- Creating tailored recommendations to address issues, by working with management to co-develop action plans to improve processes and address/improves controls
- Great communication skills, verbal as well as written. An ability to communicate confidently, concisely and effectively with external, as well as internal stakeholders
- Deep understanding of core financial and operational business processes, the associated risks and leading practice controls
- A questioning and analytical mindset
- Effective use of analytics
- Procurement analytics management including filtering and analysing procurement spend data
15 Manager, Advisory resume templates
Read our complete resume writing guides
1
Manager, Advisory Resume Examples & Samples
- Ensuring that billing of clients is timely and accurate, and cash collected on time
- Actively maintaining and strengthening client relationships
- Delivering good quality work that contribute to EY retaining and extending existing engagements
- Being mindful of the need to identify further business opportunities for EY
- Creating a positive learning culture - you will develop junior team members and help them to develop through effectively supervising, coaching, and mentoring
- Internal Audit, Controls, Sarbanes Oxley and Enterprise Risk Management
- Commercial Excellence and Contract Risk
- Information Security
- IT Assurance
- SAP GRC
- Good project management skills to ensure engagements deliver on time and to budget
- Deep understanding of core financial and operational business processes, the associated risks and leading practice controls
- Risk management transformation & internal controls (includining regulatory compliance & strengthening the internal controls framework, covering treasury, finance, reporting & compliance function)
- Track record of reviewing and improving audit documentation, e.g. process understanding, risk and control matrices, testing programmes
- Creating tailored recommendations to address issues, by working with management to co-develop action plans to improve processes and address/improves controls
- Great communication skills, verbal as well as written. An ability to communicate confidently, concisely and effectively with external, as well as internal stakeholders
- A questioning and analytical mindset
- Effective use of analytics a plus
- Familiar with the quality and risk management and financial management requirements of managing projects in a Big 4 environment
- Primary Degree (2.1) or above, from a leading university (preferred)
- A recognised and credible professional in the Internal Audit & Controls space
- Significant experience in either a Big 4 in the last 2 years, and/or in an Internal Audit or Controls role in a FTSE100 and/or major global organisation in the corporate sector
- Experience of leading and developing teams to high quality delivery
2
Senior Manager, Advisory Resume Examples & Samples
- Participate in and, as required, lead SC&O/CEP engagements
- Drive projects to completion and determine that work is of high quality
- Oversee financial aspects of client engagements and communicate significant issues, fees, and estimates to complete to partners and clients
- Oversee analysis of data and guide output of deliverables on client engagements
- Create innovative insights for clients, adapt methods and practices to fit team and cultural needs, and contribute to thought leadership by leveraging your extensive experience
- Be recognised as a commercial excellence and procurement subject matter resource and a trusted advisor to your clients
- Ensure the engagement delivers within its budget and timelines
- Work with partners and directors with generating new business opportunities and building client networks and relationships
- Understand our service offerings and actively identify opportunities to better serve clients
- Communicate effective with EY engagement partners and managers and work to build, manage and motivate high-performing teams, and help key staff to build sustainable competencies
- Conduct performance reviews and contribution to performance feedback for all levels of staff
- Contribute to people initiatives including recruiting, retaining and training CEP professionals
- Understand, follow and communicate workplace policies and procedures to all levels of staff
- Act as a role model for EY value, integrity and professional ethics
- Products & Services (Consumer Products, Life Sciences/Pharmaceuticals, Industrial Products & Services/Automotive, Telecommunication/Media/Entertainment)
- Energy & Assets (Oil & Gas, Extractive, Mining & Metals)
- Academic Qualifications Primary Degree (2.1) or above preferably from a leading university
- Professional experience demonstrated at a similar level currently working in either a Big 4 or, global management consultancy firm or a bluechip organisation with procurement or commercial experience
- A track record of project oversight, business development (including sales/revenue generation) and demonstrable skills in a specific Commercial Excellence or Procurement service
3
Senior Manager, Advisory Resume Examples & Samples
- Participate in and, as required, lead Supply Chain engagements
- Contribute to people initiatives including recruiting, retaining and training SCT professionals
- You will have worked in a number of industry sectors with a minimum of 10 years experience (industry and/or consulting)
- You will have experience in preferably more than one of the following industries, Consumer Products, Retail, High Tech, Utilities, Telecommunications, Industrial Products, Automotive, Defence,
4
Manager, Advisory Resume Examples & Samples
- Participate in SC&O/CEP engagements
- Manage data analysis and lead on the production of workstream deliverables
- Build strong internal relationships with other members of Advisory and other service lines
- Support internal activities including proposal development and developing points of view when responding to business development opportunities
- Create a positive learning culture by coaching and counselling junior team members and helping them to develop
- Manage junior staff and lead workstream teams
- Procurement analytics management including filtering and analysing procurement spend data
- Insight and recommendation through analysis and management thereof
- Executive presentation production through analysis and management thereof
- Government & Public Sector (Local Public Sector, Central Government, Defence, Health, Transport/Construction/Infrastructure, Financial Services)
- Academic Qualifications - a degree in a relevant subject, ie Business or Commerce
- An ideal candidate will also hold a professional body membership or qualification e.g. Chartered Institute of Purchasing and Supply (CIPS)/Chartered Institute of Management Accountants (CIMA)
- Professional experience demonstrated at a similar level currently working in a Big 4 consultancy role - candidates must have client facing experience and work for a Big 4 firm currently
- A track record of project delivery, business development and demonstrable skills in a specific Commercial Excellence or Procurement service
- Candidates must have worked in a systems implementation project for one of the following packages - SAP or Oracle (evidenced on CV)
5
Manager, Advisory Resume Examples & Samples
- Conduct performance reviews and contribute to performance feedback for junior staff
- Maintain an educational program to continually develop personal skill
- You will have worked in a number of industry sectors with a minimum of 5 years experience (industry and/or consulting)
- You will have experience in one or more of the following industries, Consumer Products, Retail, High Tech, Utilities, Telecommunications, Industrial Products, Automotive, Defence, Pharmaceutical, Oil and Gas
- Track record with a blue chip consulting firm
6
Internal Audit Manager, Advisory, Singapore Resume Examples & Samples
- At least 6 years' experience gained in an internal auditing/line position in a commercial environment, or in a big public accounting firm
- Industry related certification (e.g., CPA/CA, CIA, CMA, RICS)
- Excellent command of spoken and written English and Chinese (to liaise with Chinese speaking associates)
7
Resource Manager, Advisory, Sydney Resume Examples & Samples
- Drive a consistent resourcing process that provides value and ensures that all resource allocation decisions are made through the function to align them with the business strategy
- Promote mobility when required, and ensure that relevant third parties are engaged to support effective pricing, cross border deployments and tax/immigration activities
- Maintain accurate information in resourcing tools to track scheduling and engagements to enable accurate utilization forecasting
8
Actuarial Manager, Advisory, Singapore Resume Examples & Samples
- Merger & Acquisitions (M&A) and due diligence projects
- Insurance Liabilities Valuation and Stress Testing
- ERM
- Regulatory changes, including Risk-Based Capital, Solvency II and IFRS
- 5 to 6 years of experience with an actuarial consulting firm or actuarial department of a general insurance company
- A qualified actuary with one of the following institutues:the Institute of Actuaries (UK), the Casualty Actuarial Society (US) or the Institute of Actuaries of Australia
- Experience in at least one of the following areas: reserving and financial condition reporting for non-life insurance, pricing, M&A and ERM
- Good understanding of economic or market issues and the ability to interpret their impact on clients
- Strong interpersonal and teaming skills
- Strong analytical and creative skills
- Be at the forefront of issues that are shaping the insurance industry in Asia
- Gain a wide exposure to a diverse range of actuarial projects
- Have the opportunity to travel in Asia (and globally) to work on client engagements
- Work in a multicultural environment
- Work with colleagues from a wide range of business disciplines
- For internal staff application, please note that you must have been in your current role for at least 12 months
9
Global Innovation Manager, Advisory Executive Resume Examples & Samples
- Coordinating and facilitate internal network and external ecosystem
- Managing global innovation portfolio, reporting, and related communications
- Supporting global innovation process via progress and best practice capturing and sharing
- Overseeing global idea management tool and coordinating global challenges with for example sector or competency teams
- Supporting identification of high growth markets and deriving related service opportunities
- Needs to be able to apply consulting approach in order to help a) innovation strategy and b) track how it is implemented globally
- Needs to be able to work very independently and seek clarification and guidance where needed
- Strong business analysis skills
- Ability to interface effectively with Executive leadership
- Financial literacy
- Strong Excel and PowerPoint
- Understanding of EY business model
- Ability to prioritize, organize and manage across multiple projects and stakeholders
- Ability to work in a virtual team
- Ability and willingness to work in a multicultural and diverse environment and flex style as appropriate
- Flexibility for limited travel and work some weekends
- Strong spoken and written English
10
Actuarial Manager, Advisory, Singapore Resume Examples & Samples
- Advanced financial modeling approaches and systems, e.g., designing valuation and Asset Liability Management (ALM) frameworks
- Valuation, pricing and product development
- Performance in areas related to financial risk, product distribution and capital issues
- 5 to 6 years of experience with an actuarial consulting firm or actuarial department of a life insurer. Candidates with lesser experience will be considered at Senior Associate Level
- A qualified actuary of the following institution; the Institute of Actuaries (UK), the Society of Actuaries (US) or the Institute of Actuaries of Australia
- Good knowledge of Prophet software
- Depth of experience in at least one of the following areas: financial modeling, financial and regulatory reporting, product and distribution strategy, Solvency II, M&A and corporate restructuring
11
Manager, Advisory, Canberra Resume Examples & Samples
- Contribute and potentially work with multiple clients and engagements delivering high quality solutions that address their business needs
- Actively demonstrate initiative through a can-do attitude
- Be able to work both within a team and autonomously
- Promote and contribute to EY’s brand, whilst living our values
- Work as a Team Leader and Mentor to junior staff
- Flexible work arrangements
- Childcare support
- Business Case Writing
- Solutions & process architecture and design
- Commercial writing and management
- Complex Scheduling management
- Communications, Change or project coordination
- Experience consulting in an information management environment
- Implementation of Business Technologies
- A focus on providing performance improvement
12
Operations Manager Advisory Resume Examples & Samples
- Associate Degree or equivalet plus financial industry experience
- Bachelor's Degree, strong financial, accounting, and/or mathematical background
- 5+ year's supervisory and financial industry experience. Strong technical skills using Excel, Access, etc
- 6-10 years experience in the billing area of Advisory Operations. Demonstrated technical skills, ability to manage large groups, and manage projects
- Series 7 & 66 (or63/65), 24 desired
- Proficient in Microsoft Office Suite: primarily Outlook, Word, Excel and Access (or SQL)
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
13
Resource Manager, Advisory, Melbourne Resume Examples & Samples
- Work with the business and leadership to identify and deliver the most appropriate resourcing solutions to meet client needs within Core Advisory
- Drive a consistent resourcing process with less experienced team members that help to provide value and ensures that all resource allocation decisions are made through the function to align them with the business strategy
- Work closely with key stakeholders to identify and solution the most appropriate resources for client engagements from the available resource pool
- Assist with implementation of strategic initiatives, project management and process improvement
- Support team members by having a deep understanding of the skills, demographics and operational metrics relating to the Competency or resource pool
- Previous professional services experience in Resource Management
- The ability to build rapport at all levels and as well as stakeholder management skills
- Previous experience leading a team
- A strong drive to deliver improvement
- Excellent communication (both written and oral) and interpersonal skills
- A positive and enthusiastic attitude
- The ability to build relationships and influence at all levels
14
EY FSO Resource Manager Advisory Resume Examples & Samples
- Responsible for supporting and delivering end to end resourcing solutions to the client facing business
- Supporting headcount management and capacity planning, optimising the utilisation and chargeability of our client facing workforce, providing information to leadership on utilisation levels, key areas of availability, business performance and forecasting to support business decisions
- B Forecast financial performance and utilisation levels on a weekly/monthly/quarterly and annual basis using Retain (Resource Management Tool) and EY Financial Reporting tools
- Required to prepare, analyse and present Management Information to senior stakeholders on budget vs. actual, headcount, resourcing and wider operational excellence metrics such as utilisation, Retain accuracy, timesheets
- Undertaking ad hoc project work at the request of the Partners and/or Operations Senior Manager
- Proven resource management, business and operations experience
- Understanding of a professional services environment and/or Financial Services sector ideal
- A high level of written and oral communications skills, ability to extrapolate the "message" from the numbers, client focused and computer literate
- Proven experience in managing multiple tasks, with effective prioritisation skills
- A strong team player who is self-motivated, self-reliant and results orientated
15
Manager, Advisory, Perf Improvement Resume Examples & Samples
- IT Infrastructure, SAP BASIS
- A bachelor's degree and approximately 7 years of recent relevant work experience
- A degree in computer science, engineering, accounting, finance or a related field
- Ability to research client inquiries and emerging issues
16
Experienced Risk Manager Advisory Resume Examples & Samples
- Development and maintenance of financial markets (market and credit risk) global reports on a day –to-day and long term basis for various business entities , this in close cooperation with Risk Management Financial Markets (RM FM), other risk divisions and related departments
- Monitor, analyse and assist in mitigating the identified risk exposures serving a wide audience in a variety of disciplines whilst assuring compliance with the Risk Policies & Standards
- Able to independently opine and perform complex risk work duties and acts as a senior discussion partner
- Perform analysis and proposals for the Annual Risk Appetites, Capital Adequacy (Pillar 3) and Annual Report
- Proactive and reliable contact person for all types adhoc requests. This includes EBA Stress test, trading book asset quality reviews for Regulators and preparations for EMIR / Dodd Frank / Volcker reporting and ICAAP requirements
- Involvement as a key user on defining new requirements and query tools for risk systems. Participate in the required UAT system testings
- Provide guidance and a learning curve to junior and medior risk managers
17
Manager Advisory Resume Examples & Samples
- Assist in delivery of assessments of clients security capabilities
- Develop future cyber security operating models
- Develop enterprise security architectures
- Develop security transformation program roadmaps and business cases
- Plan, estimate and support the mobilisation of security transformation programs; and
- Lead and manage /deliver projects, including development of project plans, project goals and objectives, tasks, required resources, and associated budgets and timelines for completion
- Application control and security implementation, program and project delivery design, architecture and solution design,
- Industry related certification required (e.g. CPA/CA, CISA, RICS)
- At least 7 years of professional experience in either a technical IT Risk or an IT Security role
- Strong project management skills and interpersonal skills
- Advanced written and verbal communication skills and presentation skills
- Have a drive to build a team and grow your technical information security career to the next level
18
Manager, Advisory, Performance Improvement Resume Examples & Samples
- Develop, grow and maintain large accounts and strategic clients across Asean/APAC
- Implement, develop and deliver advisory solutions together with local/regional teams
- Possess at least a Bachelor's Degree; MBA graduates from top international business schools preferred
- At least 6 years of hands-on experience in a key advisory role, with proven track records in leading and delivering complex Finance Transformation solutions for clients in South-East Asia, ASEAN or APAC
- Experience in setting up, or operating, independently in developing market
- Experience in selling and delivering projects that cover the full lifecycle of assessment, design and implementation support (Change Management, setting up Shared Services Center etc)
19
Risk Manager Advisory Resume Examples & Samples
- Identify risk: RM will establish the process to identify, challenge, investigate, assess and analyze key risks at the business-level and aggregated for the organisation
- Measure and report risk: RM will measure and report risk exposures, concentrations and risk-taking outcomes, divisionally and for the group-wide risk profile, scrutinizing them against the Risk Appetite and strategic goals
- RM will interface with the regulator on risk, liquidity and capital related issues
- Control: Define the Risk Appetite statement, and transcribe risk strategy and regulatory requirements into risk policy
- Add value to the business: Act as a fundamental contributor to planning, strategy and business decisions at Divisional and Group level
- Development and maintenance of financial markets (market and credit risk) reports on a day –to-day and long term basis for various business entities , this in close cooperation with Risk Management Financial Markets (RM FM), other risk divisions and related departments
- Monitor, analyse and assist in mitigating the identified risk exposures serving a wide audience in a variety of disciplines
- Stakeholder for an efficient administration on limit and trading control documentation and regulatory recordkeeping requirements
- Proactive questioning on existing practices, identify and implement efficiencies, generate and disseminate reports highlighting the bank’s risk exposure in compliance with the most update regulatory requirements
20
Risk Manager Advisory Resume Examples & Samples
- Measure and report risk: RM will measure and report risk exposures, concentrations and risk-taking outcomes, divisionally and for the group-wide risk profile, scrutinizing them against the Risk Appetite and strategic goals. RM will interface with the regulator on risk, liquidity and capital related issues
- Development and maintenance of financial markets (market and credit risk) reports whilst acting as a reference point for related departments and IT staff
- Involvement as a key user on IT system developments, defining new requirements and query tools for risk systems. Participate in the required UAT system testings and streamline interfaces
21
Actuarial Manager, Advisory, Singapore Resume Examples & Samples
- Minimum 5 to 7 years of experience in the life actuarial team or an actuarial consulting firm. Candidates with lesser experience will be considered at Senior Associate Level
- Newly or Nearly qualified with either the Institute and Faculty of Actuaries (UK), the Society of Actuaries (US) or the Institute of Actuaries of Australia
- Depth of experience in at least one of the following areas
- Financial modeling
- Financial and regulatory reporting
- Product and distribution strategy
- ERM / Solvency II
- M&A due diligence
22
Manager, Advisory Operations Resume Examples & Samples
- Responsible for hiring, training, and motivating of staff
- Provide ongoing support, coaching, feedback and developmental opportunities to address staff needs in order to engage them and help them be more effective and successful
- Conduct staff meetings and team meetings
- Staff goal setting, evaluating and conducting employee evaluations
- Procedure quality control and oversight
- Coaching/training other team members on processes and issue resolution
- Handle escalations by both the Service Center and Advisors
- Participate and contribute in strategic projects
- Develop risk based mitigation approaches that may yield changes to functions, and departmental requirements
- Strategize on approach to build or change current processes / procedures
- Understand and Interpret rule modifications in an ever changing regulatory environment, and understand the business needs of LPL, our advisors, and other departments
- Risk oversight and adherence to LPL’s risk profile
- Other assignments as required by Management
- Bachelor's degree in Finance, Economics, Accounting or related field is strongly preferred
- 5+ years of experience in Financial Services
- Working knowledge of Microsoft products specifically, Excel, Word and Access
- Portia, BETA experience preferred
- Series 99 is required; Series 7 and 63 preferred
23
Operations Manager Advisory Account Processing Resume Examples & Samples
- 5+ year’s supervisory and financial industry experience. Strong technical skills using Excel, Access, etc.,6-10 years’ experience in the account processing area of Advisory Operations. Demonstrated technical skills, ability to manage large groups, and manage projects
- Associates Degree or equivalent plus financial industry experience
- Series 7 is required for this position. The ability to obtain Series 66 (or 63/65) within one year of hire is also a requirement
- Strong mathematical and accounting skills required
- Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Ability to manage one’s own time and priorities to ensure the meeting of deadlines using high level organizational skills
24
Portfolio Manager, Advisory Resume Examples & Samples
- Using tools such as Excel, Crystal Reports, and VersionOne, Clarity and Business Objects tools create reports from existing data sources. Attention to report data is critical in this role
- Manage data and priorities within the Clarity and VersionOne. Gain a deep understanding of Clarity and VersionOne tools and their full functionality
- Research and advise on additional tools that may be beneficial to facilitating portfolio functions
- Interface with PMO and Resource Managers to support the monitoring of custom reports needed and log in the Clarity tool
- Lead and assist with managing internal teams and leaders to understand current project needs versus the priorities/dependencies and restrictions of the EPayments Development Group
- Drive the collection of relevant information to support the EPayments Portfolio Director in high quality portfolio conversations. Understand resource demands versus resource supply and assist in balancing portfolio
- Lead and assist internal teams in preparing new project requests for the Portfolio Governance process - through concept, business case and approval phases
- Experience working with various reporting and Project/Portfolio tools, such as VersionOne, Clarity
- Reporting Services experience. Data imports, exports with Excel. Report formatting using tools including Crystal Reports, Clarity and VersionOne
- Proficient with Microsoft Office applications (Word, Excel, PowerPoint) - Strong Excel skills required
- Knowledge of and demonstrated experience in portfolio management, project management processes and methodologies, as well as, Agile project/software lifecycle
- Intermediate knowledge of SQL, SQL Server Reporting Services, Excel data imports
- Ability of Managing internal team
- Knowledge/experience working with project tools and/or other data collection presentment applications (Clarity, VersionOne)
- Experience in banking, financial services, and/or software industries running Software-as-a-Service
- Excellent verbal and written communications
- Ability to build relationships with and influence other functional areas
- Excellent organization and time management skills: Operates independently with minimal guidance
- Excellent problem-solving skills with ability to perform root cause analysis
- Demonstrated experience in making articulate and effective presentations to various audiences
- Possesses the following key skills/behaviors: Stakeholder Partnership, Judgment, Accountability & Commitment, Learning Agility, Business Acumen, Problem Solving, & Process adherence
- Knowledge/experience navigating SharePoint sites is a plus
25
Manager, Advisory Resume Examples & Samples
- Lead as well as perform onsite commercial loan review for grading of loans according to applicable bank policy and regulator definitions and conduct client facing meetings, coordinate staff resources, and status reporting on budget and progress and serve as liaison between clients and upper management
- Participate in evaluating and defining credit risk methodologies and delivering services to clients
- Review and advise improvement to credit evaluation processes including the credit risk measurement processes, data, and tools
- Document client policies and procedures, assist with project planning, development of deliverables, and other technical writing exercises
- Manage various client engagements relating to the financial services industry with primary focus on procedural and control assessment of the various credit functions, enterprise risk management, commercial credit risk analysis and testing, revenue enhancement, and other advisory services
- Identify and communicate technical matters to both clients and upper management
- Seven years of relevant experience credit or financial analysis skills and experience in a role participating in credit risk management, analysis, reporting and loan review processes and five years experience in a credit risk role in a bank of similar lending environment
- Superior knowledge of credit risk management rating and measurement methodologies, provisioning and capital requirements, and/or credit risk management tools
- Experience structuring and analyzing internal bank credit data sources, including PD, LGD, and EAD and high level understanding of the capital requirement regulations
- Previous supervisory experience
- Excellent writing and communications skills and strong process analysis skills
26
Manager, Advisory Resume Examples & Samples
- Evaluate risks related to requirements management, business process definition, testing processes, internal controls, project communications, training, and organizational change management
- Review business process and information security controls to help provide effective, efficient, and secure access to information within applications
- Demonstrated experience assisting other organizations in reviewing or implementing information technology infrastructure library standards
27
IT Risk Manager Advisory Risk Transformation Sydney Resume Examples & Samples
- Managing Risk Services engagements end to end, specifically risk and control technology services which will include application security, GRC technology enablement, project risk management and supplier risk management
- Support partners generate new business opportunities and build client networks and relationships
- Preparation of reports and schedules for clients and other parties
- GRC technology design, implementation, operation and assessment using one or more technology vendors such as SAP GRC, RSA Archer, MetricStream and/or Thompson Reuters
- Process Risk and Controls Design, Implementation and assessment across core enterprise processes such as finance, supply chain, procurement etc
- Project, program and portfolio risk management experience including benefits realisation, program assurance and portfolio optimisation
- Application Security and Configuration
- Risk assessment, mitigation and remediation
28
Manager, Advisory Resume Examples & Samples
- Managing and leading project teams or workstreams as part of larger projects,
- Being responsible for high quality delivery on a client assignment, usually as part of an on-site project team
- Demonstrating knowledge and experience in one or more market areas and technical skills
- Identifying and pursuing opportunities for new business
- Assisting in developing EY solutions and supporting tools and methods
- Experience working in enterprise architecture, with knowledge of their processes
- Substantial experience working in IT strategy, with an awareness of operating models, cost growth/optimisation and IT governance
- Working within the Financial Services industry, such as banking or insurance, with good knowledge of the key terms and concepts
29
Senior Manager Advisory Resume Examples & Samples
- Advising the operational teams of UK Regulatory Reporting in all aspects of regulatory obligations impacting Major Shareholding Disclosures, ESMA Short Reporting, Takeover Disclosures and other Industry regulations
- Conduct regular reviews of existing system rules to ensure the firm remain compliant to the published obligations
- Monitor for any regulatory market updates that will impact shareholder and other regulatory disclosures and ensure the operational team are aware and the processes confirmed
- Gain a thorough understanding of the legal organisational structures of all entities and these are impacted by the various reporting regulation
- Ensure the team have up to date organisational charts depicting the chain of control of all entities
- Interact directly with the internal legal and compliance teams, outside counsel and other regulatory reporting teams
- Escalation and co-ordination of all raised threshold issues, including liaising with the legal and compliance teams
- Responsible for maintaining records of issues raised to and by Regulators. Assist in any investigations related to queries from Regulators
- Contribute to the strategic development plans of the team with regards to the necessary rule requirements
30
Technical Account Manager, Advisory Resume Examples & Samples
- 3-5 years of experience in an Analytical role
- Strong technology background; prefer background with Fiserv’s business and associated infrastructure
- Experience with process engineering and ITIL infrastructure operations
- Excellent problem-solving and critical thinking skills; ability to translate complex requirements into easily understood business concepts and vice versa
- 10+ years of progressive enterprise IT experience; infrastructure experience preferred
- Prefer experience leading technical projects in a large/complex organizations
- Ability to influence with impact; excellent verbal and written communication skills
- Strong presentation skills, PowerPoint development and experience reporting to large groups
31
Senior Manager, Advisory Resume Examples & Samples
- Taking responsibility and ownership of files
- Independently managing work flow
- Presenting complete work product to Partners on a timely basis
- Working in a challenging and collaborative environment with like-minded people who are eminent in their respective technical field
- Developing your technical skills and knowledge of our clients' business
- Identifying client service opportunities
- Canadian CPA, CA designation
- 6-8 years of public accounting experience, focused in
- Excellent analytical skills and creativity to identify problems and potential solutions
- Excellent organizational skills to handle multiple projects with conflicting timelines
- Experience with MS office, CaseWare and tax return software
- Excellent interpersonal relations and demonstrated ability to effectively work with others in teams
- Strong commitment to professional client service excellence.We thank all applicants for their interest but only those candidates selected for an interview will be contacted
32
Engagement Manager, Advisory Resume Examples & Samples
- Own client relationships, solutioning, business development, and escalations for several clients in our Electronic Payments PS portfolio
- Clearly articulate to clients Fiserv Electronic Payments applications functionality, use cases, benefits and best practices
- Translate client requirements into solutions supported by the offerings. Coach colleagues and clients through a project; require accountability for tasks and deliverables
- Handle client escalations regarding features, functionality, budgets, timelines and priorities to ensure projects stay within scope and schedule
- Oversee product customization / enhancement projects for clients, including all internal and external partner coordination for timely delivery
- Simultaneously manage several projects (client-facing and internal) of various sizes
- Supervise and provide performance and career development guidance to a set of direct reports (as applicable)
- Engage in business development and sales activities; develop, present, and negotiate pricing proposals, Statements of Work, and Work Orders; and see them through full execution
- Track project financials, including accurate forecasts and budget vs. actual tracking
- Manage implementation programs/projects for clients for all Fiserv Electronic Payments product offerings, from project initiation through analysis, design, configuration, testing, training and delivery
- Ensure predictable, consistent, and successful project delivery Provide a complete view of the overall project to the organization and all stakeholders
- Exhibit proactive behavior by engaging in project planning activities, including but not limited to: Defining the overall scope of the project; Creating and maintaining a consolidated timeline highlighting the major milestones and associated dates for project activities; Identifying and communicating project dependencies and impacts; Putting mechanisms in place to set expectations and ensure on-going control of the project (e.g., Kickoff meeting, overall Project Management Approach, Risk Management, Issues Management, Change Control, etc.)
- Define project governance outlining roles and responsibilities and decision rights
- Ensure success criteria defined upfront to promote alignment and actively manage to expected project outcomes Keep all stakeholders (internal & external) engaged in the project, aligned on expected outcomes and informed about what is occurring throughout the project
- Proactively communicate the project’s progress on an on-going basis, ensuring transparency throughout the project lifecycle
- Provide leadership and key stakeholders with the information and venues to make effective, timely decisions
- Track and report project financials, including accurate revenue forecasts and budget versus actual tracking
- Involves extensive interaction with members of cross-functional teams Identify additional product/services opportunities in client organization
- Technical responsibilities include problem identification, strategy development, implementation, testing coordination, solution deployment, and client training
- 8+ years of experience in client-facing business analysis, solutioning or project management for the implementation, design and delivery of packaged business applications in Financial Services, ERP or CRM
- Developing solution documents, presentations, pricing proposals, statements of work, or other client-facing documents
- Project management processes and methodologies, including tracking/managing project financials and budgets
- Experience working in financial services, banking and/or software industries preferred
- Project management tools experience including MS Project
- Knowledge of time-tracking and other professional services automation tools (e.g. Clarity)
- Experience in requirements and gap analysis; project scoping; and effort estimation
- Developing, customizing, and/or integrating with Web-based applications
- Driving systems integration efforts in a matrixed organization or across different departments
- Understand the business of “Risk” and how technology & client business decisions impact risk
- Managing multiple clients and/or client projects simultaneously; can easily and effectively shift focus from one project to another when multiple concurrent projects are involved
- Experience supervising a small to medium sized team
- Strong understanding of the business side of consulting / professional services organizations
- Experience managing supply and demand in a professional services environment
- Solid presentation and interpersonal skills
- Very strong communication skills
- Possesses the following key skills/behaviors
- Stakeholder Partnership
- Up to 10%
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Manager, Advisory, Perf Improvement Resume Examples & Samples
- Process strong project delivery capabilities and familiar with project management and/or Agile methodology. Effectively manage both onshore and offshore resources
- Approximately 8-10 years of recent relevant work experience, with at least 6 years of consultancy, professional services or project management experience
- A bachelor’s degree in computer science, engineering, accounting, finance or a related field
- Project Management or Agile certification is desirable
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Risk Manager Advisory Resume Examples & Samples
- Identify risk: RM will establish the process to identify, challenge, investigate, assess and analyze key risks at the business-level and aggregated for the organization
- Deliver results
- Corporate social responsibility
- Build teams
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Operations Manager Advisory Account Processing Resume Examples & Samples
- 5+ year’s supervisory/management and financial industry experience
- Series 7 is required upon hire. The ability to obtain Series 66 (or 63/65) within one year of hire is also required
- Proficient in Microsoft Outlook and Microsoft Office Suite with strong technical skills using Excel, Access, SQL, etc
- Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment
- Ability to influence associate actions and behavior through leading by example
- Advanced supervision skills, ability to work with difficult situations/personnel
- Able to manage one’s own time, organize and prioritize to effectively handle multiple demands to meet deadlines
- Communication Skills-The ability to clearly communicate in verbal, non-verbal, and written forms to clearly articulate thoughts. Presents information clearly, concisely, and logically
- Strong mathematical and accounting skills
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Manager, Advisory, Perf Improvement Resume Examples & Samples
- SAP Human Capital Management (PA/OM/TM/Payroll)
- SAP Accounting (FI/CO/PS)
- SAP Fund Management
- A minimum of 6 years of experience in consultancy, professional services or project management
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IT Services Manager, Advisory Resume Examples & Samples
- Responsible for BAI mapping process and execution, identifying application patterns/signatures and creating a corresponding model in the BMC Remedy application
- Be the point of accountability and knowledge for our asset inventory & discovery processes and enabling tools; identifying opportunities for cost savings, efficiencies and other opportunities to leverage current investments
- Establish repeatable process, procedures and working instructions, for BAI mapping
- Provides technical expertise and guidance to the team performing the work on the ADDM system, reviewing asset discovery scan results and providing recommendations for updating the Configuration Management Database
- Ensure Fiserv remains current industry guidelines and audit guidelines for its hardware asset discovery & configuration management processes
- Perform application discovery system patching updates as recommended by the manufacturer, ensuring the environment remains current on all required release levels
- Regularly review the BMC ADDM platform health and configuration-ensuring that the latest patches and vendor recommended configurations are applied
- Support Fiserv’s ServiceNow Commercial and Corporate rollouts through guidance on application mapping
- Provide input to the overall IT Configuration Management & Asset Discovery Strategy
- Be the point of accountability and knowledge for our current and future BAI’s, serve as the SME for all product/application models produced; performing additional troubleshooting and research as required
- Manage, monitor and regularly report on key aspects of BAI’s accuracy, gaps and issues
- Provide accurate and timely reporting to SME’s, leaders and other audiences on a regular basis
- 5-7 years of Infrastructure or Software Asset discovery, server monitoring/management or related experience, preferably in the hardware discipline
- Demonstrated ability to model large-scale enterprise business applications accurately, ability to partner with business and technology leaders to confirm accuracy, making adjustments as required
- Strong working knowledge of BMC’s ADDM Discovery platform, demonstrated ability to produce product models and related deliverables
- Demonstrated ability to partner with a team-providing daily guidance, tactical execution of tasks related to an overall strategy
- Demonstrated knowledge of industry recommended practices and guidelines, ability to implement those guidelines in an IT environment
- Project coordination/basic project management capabilities
- Data analysis, business analysis
- Excellent communication skills (verbal, written)
- Ability to share ideas, issues and recommendations in a concise format
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Manager, Advisory Innovation Resume Examples & Samples
- Support the execution of the U.S. Advisory Innovation, “Innovation Business Partner” (IBP) program
- Manage the implementation of all aspects of the strategic innovation function with a particular focus on providing targeted support for cross-Advisory innovation initiatives including the annual U.S. Advisory innovation investment process
- Develop and support execution of detailed strategic innovation plans for each facet of the Advisory IBP program
- Support development of market and competitive intelligence/research insights/reports for Advisory Innovation
- Integrate with KPMG internal and practitioner networks to translate market and client insights into actionable new solution development for Advisory Service Groups and Industry Practices
- Provide guidance with Advisory investment planning business case development, evaluation, and project management
- Five years of professional market and technology research experience preferably within a professional services or consulting firm
- Bachelor’s degree from an accredited college/university, preferably with a Master’s degree from an accredited college/university
- Excellent quantitative and qualitative research skills
- Good understanding of technology disruption and its likely impact on business/economic/policy/regulatory issues
- Strategic thinker with ability to translate early-stage concepts into clearly communicable content and actionable operational plans with high attention to detail
- Comfortable working with a startup mentality to develop and evolve a vision and manage an accelerated timeline
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Manager, Advisory Resume Examples & Samples
- Participate in and lead engagements, identifying and managing clients IT risks and assessing controls that help mitigate those risks
- Manage the financial aspects of client engagements and communicate significant issues, fees, and estimates-to-complete to partners and client
- Contribute to people-related initiatives including recruiting, retaining and training Risk professionals
- 6+ year’s previous Technology Risk Assurance and Advisory experience (e.g. IT external audits, internal audits, program assurance, third party controls reporting, vendor risk management and technology transformation using cloud, social, mobile, analytics etc)
- Demonstrated experience in leading teams, managing project delivery and engagement economics
- A commercial mindset and experience in one or more of the following industry sectors would be beneficial - Government, Health, Mining & Energy and/or Power & Utilities, Retail, Technology, Agriculture and Manufacturing
- A strong self-starter with a high level of initiative
- Previous professional services and business development experience will be highly regarded
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Manager, Advisory Resource Management Resume Examples & Samples
- Develop and implement staffing strategies that help maximize utilization and minimize unassigned time
- Manage a team, including training, coaching, and facilitating the performance management process
- Provide accurate and timely reports covering forecasted utilization, actual utilization, and projected full time employees
- Monitor staff and manager progress toward chargeability goals and analysis of underutilized staff, overtime hours, and potential recruiting needs
- Minimum of five years of resource management or client service delivery experience; preferably within a professional services environment
- Minimum one year of supervisory experience
- Bachelor’s degree from an accredited college/university or equivalent work experience
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Manager, Advisory, Internal Audit, Adelaide Resume Examples & Samples
- Providing leadership to team members - sharing responsibility, developing and coaching junior staff, delegating to a team, providing support, maintaining communication and updating senior management on progress
- Developing and maintaining productive working relationships within the team/business
- Liaising with the Recruitment Team and having active involvement in the recruitment activities for new staff
- Experience in internal audit, including compliance and performance/advisory focused reviews
- Experience in risk assessment, mitigation and remediation
- Strong capability to develop junior staff, build high performing teams and effectively delegate with appropriate levels of support
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Senior Manager Advisory Resume Examples & Samples
- Excellent interpersonal and communication skills and the ability to demonstrate initiative and a flexible working style within a multi-national team
- Assertive and proactive approach to the delivery and implementation of projects as well as the ability to network effectively within large organizations and build relationships with individuals and clients
- Led and managed teams across Asia-Pacific
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Manager, Advisory, Risk Transformation Resume Examples & Samples
- Developing and maintaining productive working relationships with clients at all levels and being able to manage clients’ expectations in relation to deliverables
- Participating in Advisory engagements, specifically full cycle portfolio, program and project risk management
- Building relationships with colleagues across the business, supporting them and promoting a collaborative culture
- Have a continuous improvement approach to business processes and portfolio/program/project management methodologies
- Helping develop our practice and lead business development activities on strategic and global priority accounts
- Writing reviews and advice for clients and other parties
- Understanding of end to end life cycle of complex (>$10m) technology enabled portfolios, programs or projects
- A proven track record of project managing engagements, specifically program and project risk
- Ability to develop work programs and lead fieldwork
- Experience liaising with and presenting proactive and forward-looking advice to board level Executives
- A strong academic background with considerable experience and understanding of complex information systems related to critical business processes across a variety of industry sectors
- Excellent communication skills, demonstrated through effective written reports and presentations
