Senior Advisory Resume Samples
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Senior Advisory Resume Samples
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TG
T Gusikowski
Tremaine
Gusikowski
7144 Elena Prairie
Philadelphia
PA
+1 (555) 721 7426
7144 Elena Prairie
Philadelphia
PA
Phone
p
+1 (555) 721 7426
Experience
Experience
Philadelphia, PA
Senior Manager, Private Wealth Advisory
Philadelphia, PA
Reynolds-Quigley
Philadelphia, PA
Senior Manager, Private Wealth Advisory
- Works with various product areas and managers to ensure coordination of various product communications, pricing, and/or positioning
- Work closely with potential assigned internal support assistant to deliver utilization goals by identifying, fostering and tracking financial advisor candidates generated from referrals, ad campaigns and territory canvassing
- Works with marketing team to develop consistent communication, reports, and effective marketing collateral
- Provides quality data to ensure metrics are captured to improve educational delivery and results
- Maintains activity logs and or databases to create and maintain financial advisor profiles levels and data on current and proposed educational and promotional activity
- Prepares and delivers written and oral presentations to senior management on project and program analysis, objectives, and progress
- Provides product definitions in response to market opportunities
Philadelphia, PA
Senior Manager FCC Sanctions Advisory
Philadelphia, PA
Streich LLC
Philadelphia, PA
Senior Manager FCC Sanctions Advisory
- Whilst effectively managing, identifying, mitigating and escalating Sanctions risk within Canada in a proactive and continuous manner
- Liaise with countries to provide advice / recommendations for specific business, product risks provided by LoB
- Provision of Regional Sanctions subject matter expertise
- Ensure regional level oversight of all Advisory issues and provide support to LoB's, Product and Countries. The same will also apply to Legal matters and dealings with other FCC departments
- Whilst effectively acting as the principal point of contact within Canada for all Sanctions Advisory matters, provide Regional level Sanctions leadership and subject matter expertise
- Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
- Whilst effectively supporting and providing subject matter expertise to the implementation of globally led Sanctions change initiatives within Canada and more specifically within the Sanctions Advisory Team
present
Los Angeles, CA
FS Advisory, Big Data, Senior Manager
Los Angeles, CA
Adams, Waelchi and Halvorson
present
Los Angeles, CA
FS Advisory, Big Data, Senior Manager
present
- Establishment of managed service analytics capabilities
- Ambition to build / develop a career in advising Corporate and Investment Banking clients
- Establishment of commercially successful relationships with technology vendors
- Developing and bringing to market analytics propositions and services
- Various modelling tools and techniques – for ex. operational analytics, predictive analytics etc.Data Architecture and Governance - Including: Architecture Component Modelling, Data Warehouse, Operational Data Stores, Archive and Decommissioning
- Development of Big Data and advanced analytics market strategy and propositions
- Flexibility to travel to, and work in, other locations is essential
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Texas A&M University
Bachelor’s Degree in Business
Skills
Skills
- FA practices – levers of profitability and productivity
- Keeps abreast of industry standards and knowledge with the ability to communicate with advisors and clients
- Deliver data-driven insights to support actionable strategic direction
- Developing deep analytical insights from data and ability to translate into strategies for solving complex productivity gaps
- Think quickly and creatively, overcome objection, and react well to deadline pressure
- Provides quality data to ensure metrics are captured to improve educational delivery and results
- Business planning and analysis
- Works with marketing team to develop consistent communication, reports, and effective marketing collateral
- Prepares and delivers written and oral presentations to senior management on project and program analysis, objectives, and progress
- Coordinate interaction of dedicated teams with internal departments within Investment Banking and Equity Capital Markets
15 Senior Advisory resume templates
Read our complete resume writing guides
1
Senior Manager, Gtrf Transaction Advisory Resume Examples & Samples
- Based out of the Canada, but supporting stakeholders across the Group
- Operates with considerable latitude and often without appreciable guidance from others
- Interaction with all levels of management to provide technical input and cascade strategy
- At least 7-10 years of Global Trade Finance experience and extensive knowledge of Transaction Advisory
- Knowledge of Trade Finance structures at a global level having experience in global multinational financial departments, supply chain, pre-export finance, and/or commodity finance
- Thorough understanding of Working Capital management (multi-regional and multi-currency) – able to transmit knowledge to the team for potential cross sell with other Treasury and asset based lending enhancing propositions
- Proficient in Bloomberg SCF functions, MS Excel, MS Word and MS Power Point
- Very strong financial and analytical skills with very good problem analysis ( pointing out problems, recognizing important information, establishing connections) and proactively presenting solutions
- An appreciation of the global nature of the Group’s business across geography
- Proven track record of product management – confident in challenging business-as-usual operating models
- Proven ability to navigate and implement inside a cross-functional and matrix organizational model
- A university/college degree in business or finance is preferred
2
Hcmc-fso-advisory Risk-senior Resume Examples & Samples
- Graduate degree in relevant domain (e.g. Financial Risk Management, Quantitative Finance, Applied Statistics/Maths, etc.) is preferred
- Minimum of 2 years of experience in credit risk management and/or familiarized with Basel II requirements in banking sector
- Excellent written and spoken English
- Good presentation, communication, writing and analytical skills
3
Senior Manager FCC Sanctions Advisory Resume Examples & Samples
- The jobholder is required to work independently, dealing with issues for which there is not always a clear cut solution while still being able to provide judgement and clear direction. Where items of major consequence are involved, reference is made to the Head of Sanctions and the Assistant Chief AML Officer. The nature of the role requires close working contact with senior managers and colleagues in FCC and the business
- Bachelor degree or equivalent experience. LL.B or legal experience an asset
- Ability to review and understand complex regulations
- Knowledge of the HSBC Group structure, its business and personnel, and a deep understanding of HSBC’s corporate culture an asset
4
Senior Executive Tas-lead Advisory Mid Markets Resume Examples & Samples
- Provide leadership to junior team members producing information memoranda, financial models and other transaction documentation
- Educated to degree level - quantitative degree and advanced professional financial qualification preferred e.g. ACA, CFA, MBA
- Committed to business development and able to identify opportunities to deliver the best value
5
Internal Audit Senior, Advisory, Singapore Resume Examples & Samples
- Job execution: Perform testing of complex / non-routine audit areas, complete work programs including conducting interviews with Senior Management, provide guidance to junior team member(s), review the work of junior team member(s), schedule closing meeting with client and prepare closing meeting slides
- At least 2 years' experience gained in an internal auditing/line position in a commercial environment, or in a big public accounting firm
- Proficiency with MS Office and Visio
- Willingness to travel on overseas assignments
6
Economic Advisory Tmt-senior Executive Resume Examples & Samples
- Prepare and present clear reports to support these analyses and solutions
- Demonstrate a strong understanding of Excel and other suitable solution platforms
- Apply or refer to a basic range of Ernst &Young services and products in meeting clients' needs
- Strong academic and professional background in Economics, Business or Industrial Economics or Econometrics
- Experience in the TMT sector gained through either commercial or consultancy roles
7
Senior Manager, Asia-pacific Advisory Centre Resume Examples & Samples
- Lead and manage all Analytics-related solutions to Ernst & Young clients across APAC
- Develop, build and manage business pipelines
- Handle the operational aspect of the model adhering to the industry best practices and compliances by getting advice from managers
- Communicate effectively with the project manager & team regarding the progress of the project and be a role model to the team members in exhibiting the Ernst & Young best practices
- Participate in Customer engagements
- Work effectively as a team and project leader, sharing responsibility, providing support, maintaining communication, and updating senior team members on progress
- Bachelor degree and above in Statistics, Software Engineering, Information Systems Management or related fields
- Solid regional track record in achieving targets in a professional services firm, creating and delivering analytics-driven solutions
- Ability to establish personal credibility quickly and demonstrate expertise
- A bachelor's degree and approximately 10-15 years of related work experience
- A willingness to travel to meet client needs; travel is estimated at 50%
8
Senior Advisory Technician Resume Examples & Samples
- Handle 1st and 2nd level communication for salon consumers and customers and other third party contacts via all communication channels in line with department processes and procedures
- Support the Digital team answering technical queries received on Facebook and / or other new media activities
- To flag and report any unusual or recurring issues to the Technical Director, and to carry out further investigation as appropriate
- To maintain awareness of competitor brands by means of researching the internet (i.e. company sites, blogs, forums), using in-house resources, gaining knowledge of new competitor brands
- To attend Product Development meeting to in order to keep up to date on all hair related marketing activity and launch plans for PPD
- To develop and maintain strong product knowledge through training given and proactive self-development
- Maintain a Knowledge Database for PPD, ensuring information is kept up to date
- To provide effective reports given clear objectives as required
- To adhere to set processes, procedures and service metrics and suggest areas for improvement to the Technical Director
- To undertake ad-hoc projects as required
- Educated to at least GCE level with NVQ Level 1-3 in Hairdressing and or Customer Service
- Qualified hairdresser with experience of working independently in salon 3-5 years
- Customer Service experience, preferably in a similar industry
- Excellent written English and literacy skills
- Logical thinker, prepared to challenge poor practice
- Good team player, understanding team goals and challenges
- High level of judgement, diplomacy and empathy required for dealing with consumers, salons and other third parties
- Understanding of Social Media and how to respond with the appropriate ‘tone of voice’ when required
- Excellent time management skills, self- starter and self- confident
- Highly effective computer skills to include Word, Powerpoint and Excel
- Organised, analytical and methodical, with an innovative approach to problems and solutions
9
Product Analyst, Senior Advisory Resume Examples & Samples
- Minimum of 10 years’ work-related experience
- Product Delivery or Business Analysis Role in the Credit Payments Industry
- Possess extensive knowledge of the credit payments industry and current trends
- Strong communication skills requiring the ability convey and exchange as well as interpret complex concepts
- Comfortable communicating effectively with all levels of the organization and the client’s organization
- Comfortable working and coordinating with cross-functional teams across various departments
- <5% or as required by the project
10
Senior Analyst FCC CMB EDD Advisory Resume Examples & Samples
- The position addresses legal compliance matters in daily activities to ensure regulatory requirements and operating practices are followed in assigned areas. Ultimate authority for compliance risk management and policy decisions rest with higher management
- Many of the businesses supported entail a high degree of regulatory compliance and reputational risk, particularly with respect to risks arising out of non-compliance with extensive and complex regulations. Failure to comply with these regulations would have significant negative effects on relations with regulators, the reputation of the Company with the public and may result in regulatory impediments to mergers and acquisitions and significant regulatory sanctions, including regulatory fines of material amounts
- The position routinely interacts with management for assigned businesses, regional and local compliance functions, peers throughout the organization and examination officials conducting regulatory examinations
- This position may be used in the following areas
- Minimum of five years proven audit, compliance, financial services operations and/or regulatory experience, or equivalent
- Bachelor’s degree in business, finance, accounting, related field or equivalent experience
- Strong interpersonal, organizational, communications, analytical and project management skills
- Thorough knowledge of products, services, operations and systems and extensive dealing with laws, regulations and regulatory agencies related to assigned areas
- Proficiency with personal computers and pertinent mainframe systems and software packages
11
Advisory Perception Senior Specialist Resume Examples & Samples
- Serves as the senior specialist for key customers largely based in the Americas and European regions
- Utilizes expertise to interpret qualitative feedback and benchmarking data to draw conclusions, and to develop strategic recommendations
- Demonstrates a firm understanding of the global capital markets by remaining current on drivers of institutional behavior and sentiment
- Maintains awareness of the evolution of IR on a global and regional scale, including shifts in responsibilities and core challenges that call for guidance on industry standards and best practices
- Works closely with perception team members on group projects, shares and consumes knowledge, and provides support where needed
- Develops a broad-based network of internal strategic partners (sales, account managers, analysts etc.) to maximize growth through cross-selling opportunities
- Shadows Global Head of Perception on sales pitch calls, and eventually leads exploratory calls with prospective clients as the subject matter expert
- Requires conceptual and practical expertise in own discipline and basic knowledge of related disciplines
- Understands key business drivers and is aware of the competition and the factors that differentiate them in the market
- Is accountable for contributing with a competent standard and delivers every time
- Solves problems using existing solutions; exercises judgment based on the analysis of multiple sources of information
- Impacts a range of activities within own team and other related teams; works within broad guidelines and policies
- Works quickly and is able to assist other team members where appropriate
- Is able to explain difficult information; works to build consensus
- Integrates complex information and concepts and organizes analysis efforts into a systematic framework; verifies logic of others and challenges ideas, assumptions and conclusions
- Evaluates current situation based on previous experience; identifies advanced implications/ conclusions from the logical analysis of a complex situation or issue; weighs options critically
- Compiles data, performs routine to complex analyses, and finalizes papers/reports for consideration and presentation by varying audiences
- Creates clear, concise and organized communication materials (e.g., policies & procedures, guidelines, presentations, messages)
- Demonstrates understanding of key terminology, industry players, and drawing conclusions about trends
- Navigates the customer organization to understand the customer’s unique strategic objectives, business challenges and operational processes in order to comprehensively identify and meet customer needs
- Identifies valuable customers and recommending products/services/ solutions based on those needs
12
Advisory Risk Services Senior Resume Examples & Samples
- A relevant university degree, preferably in Business Administration, Economics, Industrial Engineering, Management Engineering or a similar discipline,
- Minimum 2 years of experience in internal audit, external audit, internal controls, risk management, process analysis and improvement,
- Industry experience especially in banking, insurance, energy, power&utilities, industrial products, fmcg industries is preferred,
- A relevant professional certification, e.g. CIA, SMMM, CFE, CISA, etc. is a significant plus,
- Excellent written/verbal communication and reporting skills in Turkish and in English,
- Excellent MS Office skills,
- Male candidates must have fulfilled or postponed their military service obligations,
- No travel restrictions inland or abroad
13
Senior Manager FCC Sanctions Advisory Resume Examples & Samples
- Executing required regional level policy management within the Regional Sanctions Advisory Team
- Provision of Regional Sanctions subject matter expertise
- Ensure regional level oversight of all Advisory issues and provide support to LoB's, Product and Countries. The same will also apply to Legal matters and dealings with other FCC departments
- Fulfilling required regional level Sanctions subject matter expertise and assessment
- Whilst effectively acting as the principal point of contact within Canada for all Sanctions Advisory matters, provide Regional level Sanctions leadership and subject matter expertise
- Whilst effectively managing, identifying, mitigating and escalating Sanctions risk within Canada in a proactive and continuous manner
- Whilst effectively supporting and providing subject matter expertise to the implementation of globally led Sanctions change initiatives within Canada and more specifically within the Sanctions Advisory Team
- Accountable for the Regional Sanctions Advisory Team being fully engaged with any changes to Policy and all processes and procedures are updated accordingly
- Identify and respond to external regional trends and regulatory requirements which have a regional impact through the inception of regional changes to BAU
- Liaise with countries to provide advice / recommendations for specific business, product risks provided by LoB
- Where identified escalate Sanctions breaches in the appropriate manner to the required escalation point and agree the remedial action plan with the relevant countries
- Manage Root Cause analysis within The Regional Sanctions Advisory team and lead trend analysis to be reported to the Regional Head of Sanctions and head of Policy, Advisory and Investigations Lead. Ensure the specific analysis is fed through to Regional MI Manager
- Ensure all processes are compliant to Sanctions related records retention policy for all processes within the team
- Manage SLA's for Regional Sanctions Advisory Team and ensure that any updates are approved through the Regional Head of Sanctions
- Provide Regional Sanctions Advisory Support to all Sanctions Screening Teams within Canada to ensure assistance with complex matter that do not always have standard solutions
- Provide the focal point for all Regional Sanctions Advisory matters
- Assist Regional Head of Sanctions with engagement with regulators and industry bodies by providing subject matter expertise as required
- Attend Regional Sanction Executive Committee
- Provide updates to the Regional Head of Sanctions to present at the Global Sanctions Executive Committee
- Provide subject matter expertise to the business units within Global Business Lines specifically relating to Legal matters and dealings with other FCC Departments
- Advise the Regional Sanctions Advisory Team on specific risks associated with prospective business, products and service and recommend mitigation controls and strategies as appropriate
- Implement, manage and provide functional leadership to a regional advisory function
- Lead/liaise with relevant stakeholders within Global FCC, Regional FCC, and Country FCC teams to provide expertise and support on all regional level Sanctions related matters
- Provide Regional Sanctions leadership to Regional Sanctions Advisory Team
- Support the Regional Head of Sanctions in the provision of reports for Canada and constituent countries on Sanctions related issues
- Risk professional with experience in one or more senior risk compliance roles, to include Sanctions experience
- Knowledge of the HSBC Group structure, its business and personnel, and a deep understanding of HSBC’s corporate culture
- Significant experience in the financial services industry
- Lateral thinker with an ability to interpret and solve complex issues
- Well developed leadership skills
- Excellent communicator with strong inter-personal and influencing skills
- Ability to lead change, contributing to joining up with the other teams in Risk and Business within Region
- High level of English language skills
14
Senior Team Leader, Advisory Operations Resume Examples & Samples
- The Team Leader will have full responsibility for a team of 6 to 10 associates who will be performing multiple tasks associated with model management of accounts along with providing support to our branch teams and internal advisory operations teams
- They will also be working in partnership with various departments of the firm along with multiple external firms and our financial advisors or branch office administrators
- Communicates and collaborates with internal and external stakeholders (other areas in the firm and Fund families) impacted by the functions of the team
15
Senior Analyst FCC Sanctions Advisory Resume Examples & Samples
- Risk professional with experience in one or more risk compliance roles, to include Sanctions experience
- Knowledge of Sanctions regulations and guidance
- Knowledge of the HSBC Group structure, its business and personnel, and an understanding of HSBC’s corporate culture
- Experience within the financial services industry
- Ability to adapt to change and provide input where necessary
- Experience of dealing with regulatory matters and confident interaction with Regulators
16
Senior Banking Account Mgr, WM Advisory Resume Examples & Samples
- Is well versed in the compliance requirements for new accounts and relationships. Prepares compliance certificates, monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures
- Reviews loan documents, submits loans requests for evaluation, may attend loan closings to help review documentation with clients, follows up on missing loan documentation
- Participates in inter-discipline training within the office/region. Acts as a technical resource or expert for other account managers on process or procedures for delivery of service
- Coordinates commercial/custom approval process by submitting requests for underwriting and loan documentation and proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt of required information from client for renewal process
- Coordinates due diligence on loans such as obtaining money market rates, ordering of appraisals and other items necessary for loan approval and booking
- Carries out complex activities with significant financial, client and/or internal business impact
- Able to serve as a key subject matter expert and mentor to other more junior level employees
- More technically sound in area of expertise and has broader knowledge of other areas
17
Senior Account Mgr, WM Advisory Resume Examples & Samples
- Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems
- Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information
- Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
- Able to serve as a key subject-matter expert and mentor to other more junior-level employees
- May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role)
- Delivers a work product that requires less revision
18
Advisory, Risk, Senior Resume Examples & Samples
- A minimum of 2 years of related audit or applicable business experience; 2 or more years of public accounting experience preferred
- A minimum of 2 years of relevant experience would be acceptable for those holding a relevant graduate degree
- Analytics experience highly desired
- CPA-CA/CMA/CGA, CIA, CISA, CFE, CMA, RICS APC, PMP or CCIM certification desired; non-certified hires are required to become certified to be eligible for promotion to Manager
- Strong analytical, interpersonal and communication skills; and
19
Advisory Forensic Analytics Senior Manager Resume Examples & Samples
- 10+ years of data analytic experience, with significant experience serving the Federal government in more than one of the following areas: Data Management, Relational Database Querying and Management, Big Data, Business Intelligence, Dynamic Visualization, Anomaly Detection, Business Rules, Statistical Analysis, Predictive Modeling, Link Analysis
- Experience delivering professional services to Federal agencies
- PMP certification
- Prior business development, marketing, or sales experiences
- Supervisory experience and demonstrated leadership capabilities
20
Manager / Senior Advisory Resume Examples & Samples
- Evaluate the process control of the financial accounting and managerial report, and provide the suggestions for the improvement
- Provide professional advices on the GAAP implementation and complex transaction treatment
- Provide the consultation on the events, such as IPO, M&A, Asset Backed Securities, etc
- Assist clients to meet the compliance obligation and regulatory challenges
- Responsible for AiA case database management
- Responsible for product development to meet clients' various needs
- Participate in AiA talent development
- Assist to promote products and pursuit clients
21
Business Advisory Buildings Senior Manager Resume Examples & Samples
- Design, positioning and technical support of complex business solutions, integrating complementary professional disciplines
- Independent management of client projects, from sale/deal closure through solution design and activity planning, successful delivery, and knowledge capture
- Design and implementation of solutions to complex business problems across consulting engagements, demonstrating benefits and value delivered
- Continuous development of our consulting services and sector-specific offerings
- Design, positioning and sales support to complex business solutions that integrate complementary professional disciplines
- Sales, as defined by specific sector or client account development briefs (circa $800k pa)
- Continuous development of management consultancy service- and sector-specific offerings
- Permanent accountability for people/team development, including leadership, capability-building activities and proposition development
- Client focused Management consultancy experience and proven track record in helping organizations improve their performance, primarily through the analysis of existing business problems and the development of plans for improvement
- Experience leading teams of consultants and client in complex project delivery
- In-depth knowledge/experience in at least one of the target sectors: industrial, conglomerates, chemicals, pharma, financial institutions, retail, oil & gas real estate
- In-depth knowledge and practice of at least one of the expertise areas: Property Advisory & portfolio Strategy, Capital Expenditure Consultancy, Supply Chain Strategy, Business Transformation, Asset Strategy,
- Demonstrable track record of supporting business development, growing existing client engagements, and supporting sales / sales campaign initiatives
- Exceptional analytical (quantitative/qualitative) business acumen and good knowledge of business operations
- Excellent influencing skills, ability to build trusting relationships with Board level clients
- Articulate, confident, with excellent facilitation and presentation skills
- Excellent coaching skills
- Executive level International exposure and additional languages an advantage but not essential
22
Advisory Analytics Senior Analyst Resume Examples & Samples
- Responsible for manipulating large data files, then transforming the data into business information that helps agencies fulfill strategic objectives
- Searching for meaningful patterns, trends, and relationships by sifting through large amounts of data and explain the findings to people with varying backgrounds
- Documenting the logic behind software code developed and procedures performed
- Contributing to the development of executive level presentations to facilitate discussion of analysis
- Developing solutions and recommendations for improving data integrity issues
- Developing and coding business rules to support risk based analysis and/or risk based modeling
- Contributing to a strong client relationship through interactions with client personnel
- Understanding an engagement as it relates to client's business
- Contributing to engagement planning and ensuring that deliverables meet workplan objectives and quality standards
- Contributing to business development opportunities under the direction of management
- Previous Federal Consulting experience
- Experience with one or more of the following data analytics tools: SQL, SPSS, R, Python, Hadoop, Visual Basic, Tableau, ACL, IDEA, and/or Alteryx
- Experience with similar tools such as: Visual Basic, Tableau or MATLAB
- Experience with Access and Excel programming languages such as VB and/or SQL to develop ad-hoc tools, queries and reports
- Analytical ability to delve into detail while maintaining a broader business perspective on issues
- Able to work in a fast paced environment that requires balancing competing priorities
- Certifications in SAS, ACL, CISA, CISSP, CPA, CFA, PMP, FRM
23
Senior Executive, Economic Advisory Resume Examples & Samples
- Providing or contributing to quantitative and economic analysis as part of client engagements
- Preparing and presenting clear reports to support these analyses and solutions
- Managing own time to budgets and communicating progress against plan to assignment manager
- Applying or referring to a range of EY services and products in meeting clients' needs
- Experience in the Media and Broadcast sectors gained through commercial, consultancy or regulatory roles (essential)
- Strong academic and professional background in a relevant analytical discipline – including, but not limited to, Economics, Finance, Business, Industrial Economics or Econometrics
- Experience of one or more of competition, regulation, strategy, business planning, and policy development
- Experience of applying quantitative analysis and/or economic theory to the development and evaluation of public and regulatory policy
- Well-developed analytical skills, including a strong understanding of Excel and other suitable solution platforms
24
Advisory Operations Senior Specialist Resume Examples & Samples
- Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus
- Series 99 within 120 days of hire as role processes cash or security movements
- General knowledge of advisory/managed accounts a plus
- Proficiency and experience with Microsoft Office (Word, Excel, Outlook)
- Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results
- Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team
- Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting
- Passion for providing high-value client service
- Ability to stay focused under pressure and to prioritize workload in order to effectively manage time
- Proven reliability in performance
25
Senior Analyst Dispute Advisory & Forensic Services Resume Examples & Samples
- Oversight/performance of financial analysis
- Oversight/performance of research functions
- Preparation and/or review of written reports and graphical exhibits
- Development of staff members, both technically and professionally
- Interaction with client in engagement-management role
- Delivery of expert testimony
- Delivery of marketing and/or technical presentations
- Delivery of work product in timely fashion, as fiscally planned
- Development of practice management systems to enhance ability to deliver work product
- Solid valuation background
- Strong leadership abilities
- Excellent client-management skills
- Critical and logical thinking abilities
- Creative problem-solving skills
- Ability to critically analyze financial statements and other financial documents
- Understanding of litigation process
- Ability to critique alternative arguments/opinions
- Familiarity with intermediate-level accounting issues (reporting systems, managerial accounting, tax returns)
- Ability to work with changing client-imposed deadlines
26
Senior Specialist Advisory Resume Examples & Samples
- Effectively deliver Identity and Access Management (IAM) services, including Authoritative Source, Identity Management, Provisioning, Authentication, Authorization, Monitoring and Certifications, and Auditing and Reporting
- Provide support with respect to building, configuration, and architecture of one or more Identity platforms, such as Oracle (11g+) and SailPoint (IdentityIQ)
- Three years of experience with information security or in a technology related field
- Bachelor’s degree from an accredited college/university or equivalent professional experience preferred
- Ability and willingness to travel up to 80% of the time, work in a fast paced, results driven environment, grasp new technology, and contribute at a rapid pace
27
Advisory Hosting Infrastructure Senior Manager Resume Examples & Samples
- Leading teams and project management engagements within a professional business services environment that focus on hosting Services Industry, software development methodologies, Infrastructure Operations, and Service Management principles and management of multiple IT service offerings across multiple technology teams within the US and offshore
- Applying a consultancy mindset as it relates to developing and offering creative and effective solutions to troubleshoot problems and/or business issues related to IT Hosting Services
- Utilizing Industry and Firm IT services, emphasizing the understanding of business functions and architecture deployed globally
- Managing efforts across multiple technical teams and their supported services, especially translating business demands into prioritized initiatives to fill business requirements across services and/or project
- Managing resource requirements, project workflow, budgets, billing, collection; and, preparing or coordinating complex written and verbal materials
- Leading operational initiatives for Hosting Services facilities, including Server, Storage, Monitoring Tools, Facilities, and Account Management teams including national and international locations
- Understanding the expertise required to manage enterprise-wide services as well as manage the competing demands for IT resources
- Leading teams to achieve strategic goals, provide direction and motivate members, create an atmosphere of trust, leverage diverse
28
Senior Advisory & Special Audit Services Resume Examples & Samples
- Participates in and may lead audit projects involving functions, product areas, or locations, which may encompass complex accounting and operational processes
- Oversees the effective execution of all phases of audits. Determines the review scope through an assessment of risks, evaluating the design of existing controls, developing and executing test programs to assess adherence with established controls and documenting test results
- Appropriately structures and writes major sections of audit reports and other outputs intended for audit customers. Participates and may lead discussions of audit results with management responsible for the audited area
- Effectively utilizes information technology to streamline processes, analyze problems and make decisions
- Manages the timely and effective completion of assigned audits, including delegation of audit modules to project team members and overseeing the delivery of output. Reviews the thoroughness of work papers and updates team and management on progress
- Provides appropriate and timely guidance to assigned team
- Strong knowledge of corporate auditing practices, procedures and principles as well as solid knowledge of the insurance industry, the organization and departmental functions and operations
- Solid knowledge of GAAP, statutory and other complex accounting principles, practices and procedures which may include an accounting specialty area
- Excellent project management, organizing and planning skills
- Strong analytical and problem solving skills with the ability to effectively resolve issues of a complex nature
- Strong interpersonal, presentation, verbal and written communication skills with the ability to effectively interact with internal and external business partners
- Solid and growing knowledge of Internal Audit applications and key company systems
- Strong knowledge of Microsoft Office Suite, accounting systems and applications, and other business-related software systems
- Bachelor's Degree, preferably in accounting or finance, or equivalent. Advanced degree or professional designations preferred
- Typically a minimum of three to five years of related experience in Public Accounting or Internal Audit preferred
29
Senior Manager, Private Wealth Advisory Resume Examples & Samples
- Lead and support High Net Worth initiatives spanning growth strategy and operational excellence by directly scoping, initiating, planning, and controlling strategy projects
- May lead large, complex projects to achieve key business objectives; working across market solutions groups as needed
- Deliver data-driven insights to support actionable strategic direction
- Provides product definitions in response to market opportunities
- Conducts competitive analysis materials comparing product, solutions, and services with its key competitors
- Keeps abreast of industry standards and knowledge with the ability to communicate with advisors and clients
- Serves as a HNW market/solutions subject matter expert
- Works with various product areas and managers to ensure coordination of various product communications, pricing, and/or positioning
- Works with marketing team to develop consistent communication, reports, and effective marketing collateral
- Prepares and delivers written and oral presentations to senior management on project and program analysis, objectives, and progress
- Sets project requirements and ensures achievement of project goals and objectives within expected timeframes and budget
- Coordinate interaction of dedicated teams with internal departments within Investment Banking and Equity Capital Markets
- Prepares and delivers written and oral presentations via varied mediums including e-learning
- Maintains activity logs and or databases to create and maintain financial advisor profiles levels and data on current and proposed educational and promotional activity
- Provides quality data to ensure metrics are captured to improve educational delivery and results
- Work closely with potential assigned internal support assistant to deliver utilization goals by identifying, fostering and tracking financial advisor candidates generated from referrals, ad campaigns and territory canvassing
- Business technologies associated with the product planning process
- Financial markets and products
- Business planning and analysis
- Advanced analytics
- FA practices – levers of profitability and productivity
- Translating product capabilities to solve business issues
- Performing market research, identifying market segments and specifying product requirements
- Developing deep analytical insights from data and ability to translate into strategies for solving complex productivity gaps
- Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases
- Conducting investigations for proposed projects
- Work independently as well as collaboratively in a team environment
- Think quickly and creatively, overcome objection, and react well to deadline pressure
- Prioritize and work concurrently on multiple assignments to meet conflicting deadlines in a fast-paced work environment
- Provide a high level of customer service
- Develop credible relationships with Financial Advisors and Branch Management
- Solve complex problems and model the business and financial impact of proposed scenarios
- Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis
- Prioritize and manage multiple tasks in a fast-paced work, dynamically changing environment
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
- Bachelor’s Degree (B.A.) in Finance or related field and eight (8) years of experience in the financial services industry, preferably as a producing financial advisor
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Senior Manager of Accounting Advisory & Policy Resume Examples & Samples
- The Senior Manager, AAP will assist in providing technical accounting advice, analysis and support on the appropriate application of United States Generally Accepted Accounting Principles (US GAAP) to Company finance personnel to our Global operations. The Senior Manager will assist in assessments of accounting implications of proposed transactions, as well as proposed accounting rule changes being considered by Standard setters
- Exposure to other multinational providers of IT, consulting and business process services is a plus
- Policy or project management of accounting policy implementation is a plus
- Exposure to IFRS is a plus
- Possess high attention to detail
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FS Advisory, Big Data, Senior Manager Resume Examples & Samples
- Developing and bringing to market analytics propositions and services
- Analytics strategy, target operational model, analytics capability establishment method definition and execution
- Development of Big Data and advanced analytics market strategy and propositions
- Leadership over advanced analytics internal capability development in the areas of data science, big data analytics, natural language processing, real-time analytics
- Designing and implementing Analytics Centre of Excellence capabilities
- Establishment of managed service analytics capabilities
- Establishment of commercially successful relationships with technology vendors
- Various modelling tools and techniques – for ex. operational analytics, predictive analytics etc.Data Architecture and Governance - Including: Architecture Component Modelling, Data Warehouse, Operational Data Stores, Archive and Decommissioning
- Team player who openly supports, encourages and shares knowledge with colleagues
- Ability to work under limited supervision (‘self-starter’) in unstructured environments
- Flexibility to travel to, and work in, other locations is essential
- System implementation
- Data architecture
- Data warehousing
- Data Analytics toolsets such as SAS Analytics, IBM Watson, Spotfire or Tableau
- Experience with range of data tools, for example: SAS, Teradata, AbInitio, MarkLogic, Spotfire, Tableau, Cloudera, Informatica, Qlikview; Experience with front office tools such as Summit, Murex, Calypso, Datatech would be preferable
- Hands-on experience delivering Big Data projects in either a technical or project management/scrum master capacity
- Familiarity with technologies including Hive, Spark, Atlas, Ranger, Sqoop, Nifi
- A understanding of patterns to implement enterprise Big Data security and governance
- The ability to articulate Big Data use cases relevant in Financial Services
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Senior Audit Advisory Service Banking Resume Examples & Samples
- Perform accounting advisory related engagements
- Updates engagement manager regarding the progress of engagement on a timely basis
- Complete the tasks assigned on timely basis and in accordance to Deloitte standard
- Identifies and contributes ideas or approaches to resolve client issues
- Utilizes the Deloitte tools and resources to assist in delivering high quality and effective services
- Completes required compulsory trainings
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Senior Manager PPP Advisory Resume Examples & Samples
- The position of Associate Director/Senior Manager, PPP Advisory, based in Middle East will report to the Managing Director for PPP Advisory
- The individual will be expected to make a major contribution to growing and leading the Atkins Acuity business with a focus on PPP Advisory in the Middle East and Africa. The individual will also be responsible for assisting on delivering specialist PPP support on transactions on a global basis within the Atkins network
- In helping to create the climate for delivering world class PPP advisory services, the individual will contribute to developing the business strategy in ME and Africa, strategizing market penetration, managing and planning resources and fostering a collaborative, professional and positive working environment. The role will require a strategic-thinking business professional with strong leadership and transactional skills, able to build and consolidate Atkins’ Acuity business
- Bringing, maintain and expanding a significant client network
- Provide substantial inputs to understanding the market for PPP Advisory services in ME and Africa with a focus on governments, multilateral institutions and investors
- Developing building and maintaining relationships within key internal clients
- Support in leading and implementing resourcing strategies and plans leading to the development of a robust and sustainable PPP Advisory team within Atkins Acuity
- Leading the submission of bids for Acuity’s PPP Advisory team for ME and Africa opportunities
- Leading the project delivery team and coordinating with the various business units and sub-consultants involved in a project
- Acuity is the new advisory business from the Atkins Group. We help clients with big infrastructure and energy ambitions to deliver them successfully. Combining deep business acumen with the engineering expertise of Atkins, we offer seamless, end-to-end advisory services that build greater value, and ever rewarding partnerships
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Senior Risk Manager Wealth Digital Advisory Resume Examples & Samples
- Advanced knowledge of internal controls and risk self assessment
- Knowledge of business processes and/or products and operations; regulatory requirements; and key processes, controls and exposure areas
- Analytical thinking skills
- Strong business writing skills
- Ability to effectively communicate with all levels of the organization
- Project management skills to support multiple complex assignments on behalf of various stakeholders
- Influencing and conflict resolution skills
- Coaching and developing staff on project basis
- Proficient use of MS Word, MS Excel and PowerPoint and Visio
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Operations Advisory Account Processing Senior Team Lead Resume Examples & Samples
- Positive leadership and teamwork skills with the ability to lead projects through to completion. Ability to mentor others within the department
- The ability to clearly communicate in verbal, non-verbal, and written forms to clearly articulate thoughts. Presents information clearly, concisely, and logically
- Training Skills - Provides ongoing associate development through regular interaction and feedback. Knowledge of principles and methods for training, teaching and instruction for individuals and groups
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Advisory & Brokerage Product Senior Specialist Resume Examples & Samples
- Bachelor’s degree in business, finance or a related major
- Minimum of 3 years’ experience in the investment/fiduciary management industry
- Must have excellent professional communication and interpersonal skills, leadership ability, social and professional etiquette
- Ability to maintain composure and confidentiality when dealing with clients and client information
- Demonstrated analytical and quantitative skills
- Technical expertise in standard applications including but not limited to Excel and Word
- Demonstrated ability to identify and resolve critical issues through effective problem solving skills
- Ability to establish and maintain relationships while providing quality customer service and support
- Knowledge of IPS Investment programs is preferred
- FINRA Series 7 and 24 licensed or ability to complete within 6 months of hire
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Senior Advisory Operations Specialist Resume Examples & Samples
- Answers calls and inquiries regarding fee based accounts
- May lead the work of others and provide cross-training, coaching and mentoring, as required
- Facilitates training of associates and provides education to branch associates
- Assists with special projects, as required
- Processes billing submitted by branches for various fees
- Maintains extensive contact with internal customers and external contacts to identify, research, and resolve problems
- Initiates efficiency and productivity improvements
- Principles, practices and procedures of fee based operations
- Operations and systems of assigned functional area
- General customer operations and financial industry knowledge
- General accounting concepts and principles
- General investment concepts, practices and procedures used in the securities industry and as required by assigned functional area
- Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization, as well as financial advisors and branch personnel
- Identifying and resolving operational issues
- Numerical aptitude and critical thinking sufficient to solve operational problems
- Analyzing operational processes and identifying opportunities for improvement
- Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication
- Partner with other functional areas to accomplish objectives
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
- Work independently as well as collaboratively within a team environment
- Serve as a role model and lead others in providing a high level of customer service
- Associate’s Degree and/or zero to two (0-2) years of relevant industry experience
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Senior Personal Banking Advisory Resume Examples & Samples
- Ensure top class service delivery to clients to be in line with the best in the industry
- Ascertain 100% email / mobile updation of new / existing insurance customers as this will help in cross-sales
- Ensure complete awareness and adherence with the following policies : KYC / AML / Mis-Selling / Information Protection, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time
- Leading People
- Managing hiring of team and ensuring minimal gap between approved and actual headcount
- Talent spotting to ensure appropriate exposure and career opportunities, succession planning for performers in the channel
- Technical Knowledge / Skills & Self Development
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Senior Manager, Domestic Taxation Advisory Resume Examples & Samples
- Oversee and manage the Sarbanes Oxley (SOX) requirements for Corporate Taxation across the Bank. As the Taxation Segment Leader for SOX, responsibilities include overall head office SOX program management including liaising with the SOX Project Office, SOX Finance management office, external audit and internal audit. The corporate income taxation area has a unique risk profile and is considered to be a high priority process which warrants an enhanced focus by management and the external auditors. This position is responsible for all aspects of SOX including planning, preparation, reviewing, test execution and evaluation depending upon the process involved
- Proactively research changes to Canadian corporate income and capital tax legislation (arising from government budgets, technical amendments, jurisprudence) and Canada Revenue Agency administrative practices and communicate the changes that are relevant to the Bank to the EO Taxation group and other stakeholders in the Finance community
- Provide the Capital Management group with a quarterly analysis of the consolidated Bank’s deferred tax asset (“DTA”) balance and forecasts of the DTA balances in the future. Provide the Enterprise Wide Stress Testing team with the impact on the Bank’s DTA balance of various stress scenarios
- Provide advice and counsel to Global Wholesale Operations on the Canadian tax implications of Canadian and foreign corporate actions to ensure the proper Canadian tax reporting of these transactions to the Bank’s customers
- Preparation of the annual income tax note to the Bank’s consolidated financial statements
- Review of the tax provisions and income tax returns for the Bank’s life insurance subsidiary and affiliated entities
- Play a leading role from a domestic tax perspective in the assessment, implementation and ongoing administration/maintenance of tax technology initiatives within EO Taxation
- Provide advice and counsel on tax accounting matters affecting the Bank and its domestic subsidiaries to ensure that accounting for taxes adheres to IFRS standards (IAS 12). This responsibility involves liaising with Accounting Policies & Procedures, subsidiary and business line Finance representatives and other members of EO Taxation to ensure that the tax accounting implications of changes to accounting standards and Canadian tax laws are clearly and timely communicated
- Manage non-income corporate based taxes (excluding commodity taxes) and proactively provide advice and counsel to the business units regarding any changes to tax legislation and CRA administrative policies, practices and procedures that impact the Bank’s products and services and the related tax compliance reporting requirements. This
- Demonstrates ability to oversee complex tax matters
- Strong knowledge of Canadian corporate, personal and withholding taxes
- Experience and ability to design and evaluate internal controls for taxation processes and remediate deficiencies in processes
- Ability to communicate complex concepts to non-technical executives and others across the Bank, both verbally and in writing
- Strong knowledge of accounting for income taxes under IAS 12
- Ability to effectively deal with external parties in the banking and taxation community including peers in other financial institutions
- Completion of CPA Canada in-depth tax course (all levels)
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Senior Advisory Representative Resume Examples & Samples
- Coordinate team access to Marsh Technology Systems and Update Account Team Information in Marsh Technology Systems
- Utilizes knowledge of industry, risk & insurance markets to create the program submission including the coverage specifications
- Assists in preparing proposal components including; analysis of: pricing, coverage terms and conditions, services, quote comparisons, financing, commentary and recommendation
- Generates and Deliver Confirmation of Binding Instructions to Client. Follows up for binder from Placement team. Generates Binder Transmittal Letter via MART. Monitors the renewal and binder control system
- Requests and oversees follow-up for changes from underwriters
- Maintains ongoing relationship with clients & team colleagues to effectively service clients
- Maintains market contact at appropriate levels needed to execute effectively and assist the Advisory Specialist and/or Placement Specialist
- Two years experience as an Advisory Representative or comparable experience
- Strong customer service orientation
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Senior Accounting Advisory Advisory Resume Examples & Samples
- Stay abreast of industry trends, new accounting standard, financial and regulatory reporting requirements that may have an impact on our clients
- Act as a team member to provide assurance and advisory services to clients in accounting, finance, and controllership, for compliance with relevant financial reporting standards
- Contribute to developing, growing and maintaining relationships with financial service clients
- Participate in major client pursuits, including proposals preparation
