Advisory Financial Services Resume Sample

11 votes
Resume Create

The Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Connor Balistreri
30977 Reynolds Camp,  Boston, MA
+1 (555) 759 9896

Work Experience

Advisory Financial Services Digital Technology Senior Associate
01/2018 - PRESENT
Chicago, IL
  • System application implementations, software configurations, and XML or other related coding in the following HR technological product suites-Workday, PeopleSoft, SAP, Oracle, Salesforce, Netsuite, Taleo, or other SaaS and On-Premise ERP
  • Produce deliverables within a diverse, fast paced environment,collaborate effectively across teams and juggle multiple projects and initiatives simultaneously
  • Designing/configuring and the implementation/deployment of SOA architecture and fluency in web service standards such as WSSE and technologies (XML, SOAP, WSDL, XSD, UDDI, REST)
  • Designing and implementing at least one language (and willing to learn new ones)
  • Java, C#, Python, etc.
  • Demonstrating experience in Application Servers such as JBoss, Tomcat, and WebSphere; and,
  • Demonstrating implementation experience with Mule API management portal or another framework
  • Business / solution architecture for digital transformation projects
  • Business requirements definition & business process design for the digitization of core banking or insurance processes
Audit & Risk Advisory Financial Services Industry
03/2013 - 11/2017
San Francisco, CA
  • Active support of functional analysts in order to ensure effective and scalable covering of the business requirements by the delivery
  • Business / IT alignment of digital driven business initiatives
  • Experience in consulting, or in an operational role, with solid, recent exposure to the financial services industry
  • Fluency in Dutch and / or French; proficient level of business English
  • Ambitious, driven and client focused
  • Experience with Agile methodology is an asset
  • Exposure to /experience with user interface design, usability and customer experience is a differentiator
  • Understand client’s issues and expectation and communicate to manager and SME etc
Advisory Financial Services
08/2006 - 12/2012
New York, NY
  • Help our clients to design their cyber security strategy and roadmap, manage security project, conduct gap analysis, design process integration and conduct training & workshops; or from a technical perspective, to design client’s security architecture, implement and customize security solutions etc
  • Good understanding of industrial practice in cyber security is an advantage
  • Demonstrated leadership and client services skills
  • Advising the Resource Management system (Retain) and providing management information and analysis to leadership which help to drive performance against key metrics and indicators
  • Support cross-border resourcing and activity as required
  • Experience with Resource Management and supporting business leadership
  • Strong stakeholder and relationship management and ability to influence clients and service change
  • Strong knowledge of business systems and applications
  • Excellent communication in English (both written and oral) and interpersonal skills


Grand Valley State University
2000 - 2005
Bachelor's Degree in Human Resources Management

Professional Skills

  • Leveraging negotiation and strategies and techniques within large corporate environments to influence and gain consensus to accomplish business objectives, as well as to develop effective and collaborative relationships
  • Developing reusable Mule extensions by writing knowledge articles based on project experience
  • Previous experience designing and developing
  • Identifying and addressing client needs, building solid relationships with clients, and developing an awareness of Firm services; and,
  • Leading and/or facilitating teams and develop client proposals, leveraging extensive business development and relationship management know-how
  • Implementing system applications, software configurations, and XML or other related coding in the following CRM technological product suites
  • Assembling and managing cross-functional teams, and defines implementation plans that include estimating schedule, effort, and cost

How to write Advisory Financial Services Resume

Advisory Financial Services role is responsible for insurance, software, security, architecture, digital, design, english, leadership, consulting, analysis.
To write great resume for advisory financial services job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Advisory Financial Services Resume

The section contact information is important in your advisory financial services resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Advisory Financial Services Resume

The section work experience is an essential part of your advisory financial services resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous advisory financial services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular advisory financial services position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Advisory Financial Services resume experience can include:

  • Able to develop and maintain strong relationships
  • Able to build relationships and influence with people at all levels
  • Managing enterprise-level technology, infrastructure, and security projects in heterogeneous computing environments and demonstrates the ability to manage relationships with multiple stakeholders
  • Understanding and solving business and technology challenges related to the implementation of CRM technologies, delivering Enterprise Social platforms, and designing and developing platform based applications that meet client business needs
  • Performing as a team leader-supervising teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; answering questions and providing direction to less-experienced staff; coaching staff including providing timely meaningful written and verbal feedback
  • Defining, designing and implementing complex enterprise system integration solutions with industry standard technologies

Education on an Advisory Financial Services Resume

Make sure to make education a priority on your advisory financial services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory financial services experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Advisory Financial Services Resume

When listing skills on your advisory financial services resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical advisory financial services skills:

  • Developing thought leadership materials and being recognized in the Information Technology industry as a credible participant in the digital and cloud dialogue
  • Communicating with the client in an organized and knowledgeable manner and delivering clear requests for information
  • Teaming and multitasking in a collaborative environment
  • Structuring contracts and provisions
  • Understanding customer trends in the B2B and B2C space, as well as across industries; and,
  • Change management and training

List of Typical Skills For an Advisory Financial Services Resume


Skills For Advisory Financial Services Digital Technology Senior Associate Resume

  • Senior Consultant(2 – 5 years of experience)
  • Senior Manager(8 – 12 years of experience)
  • Leveraging Service Oriented Architecture (SOA) design principles and best practices
  • Solutions, data analytics and dashboards, third party risk systems, document management and monitoring/surveillance tools
  •, SAP, Oracle, Marketo, or other SaaS and On-Premise ERP
  • Utilizing PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently, emphasizing the ability to capture effectively clients' needs and understand their systems enough to be able to translate those needs in to system functionality
  • Establishing a solutions-based practice, grow an organization, develop approaches/methodologies, lead engagements, and provide consistent communications to clients and leadership teams; and,

Skills For Advisory Financial Services Digital Technology Director Resume

  • Designing and implementing complex enterprise integration solutions with industry standard technologies including Oracle, LDAP, Active Directory, and CRM applications
  • Configuring, deploying, and testing of enterprise software applications
  • Human Capital strategies, goals and critical achievement targets
  • Force platform based innovation and development
  • Next 2-3 weeks. We need a backfill

Related to Advisory Financial Services Resume Samples

Financial Advisory Resume Sample

Work Experience

  •  Accounting, Finance, Math, Economics or other related degrees   •  Providing clients with high quality service and a differentiated client experience, handling all client issues and problems to the clients’ satisfaction   •  Marketing experience is desirable, covering all aspects o...
Professional Skills

  •  Have strong negotiating and influencing sk...
  •  Demonstrated experience in scoping, pricin...
  •  Good command in English, both speaking and...
15 votes

Financial Advisory Services Resume Sample

Work Experience

  •  Apply the Bank’s performance management system to direct reports, including establishing goals and objectives, assessing skilled knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness, and reviewing and recommending base and variable pay   •  Draft ...
Professional Skills

  •  This job requires minimal lifting or prolo...
  •  Excellent verbal and written communication...
  •  Develop industry skills and qualifications
18 votes

Financial Services Advisory Resume Sample

Work Experience

  •  Mentor junior staff in the team, mainly through ‘on the job’ coaching but also helping to identify relevant learning and growth opportunities (including associated training needs)   •  Appreciation of the enhanced expectations of Internal Audit in the Financial Services sector (as set out in the publi...
Professional Skills

  •  Outstanding consulting skills with the abi...
  •  Program coding knowledge and skills: SAS, ...
  •  Financial Modelling – technical knowledge ...
25 votes

Finance Infrastructure Resume Sample

Work Experience

  •  Serve as a representative of senior risk information users in decisions regarding development and implementation of Citi’s overarching risk information strategy, and assist in defining (and refining) strategies for near- and long-term enhancements to the retail risk management reporting capability   • &nbs...
Professional Skills

  •  Excellent written and verbal communication...
  •  Excellent Skills with Microsoft office pro...
  •  Good analytical, strong communication (bot...
14 votes

Manager, Equity Resume Sample

Work Experience

  •  Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E trade, etc   •  Providing a challenging and rewarding environment for our people   •  Working with customers on timely, cost effective and creative sol...
Professional Skills

  •  Strong written and verbal communication sk...
  •  Effective oral and written communication s...
  •  Proven track record of success and 10+ yea...
18 votes

Principal, Finance Resume Sample

Work Experience

  •  Developing and disseminating technical accounting guidance,   •  Providing transaction oriented accounting and reporting assistance,   •  Ensuring the proper application of U.S. generally accepted accounting principles (U.S. GAAP) and assisting with the preparation of certain Secur...
Professional Skills

  •  Excellent analytical and problem solving s...
  •  Superior numeric skills, with strong analy...
  •  Strong analytical skills: able to understa...
18 votes
Resume Builder

Create a Resume in Minutes with Professional Resume Templates