Advisory Senior Resume Sample
Coby Volkman
9556 Darryl Stream,
Detroit,
MI
+1 (555) 411 8310
Work Experience
Transaction Advisory Senior Associate
09/2017
-
PRESENT
Detroit, MI
- Above development experience & familia with insurance industry
- Experience in Java 5, J2EE, XML, Web Services/Restful, SQL, ANT, HTML5/Javascript
- Familiar with in Spring, Hibernate Java framework construction
- Familiar with Database store procedure programming like Oracle/MySQL
- Application development experience on mobile device
- Good English Language verbal and written communication
- ACA, ACCA or equivalent qualification
- Strong commercial experience and/or relevant industry or transaction experience
Advisory Senior
10/2012
-
06/2017
New York, NY
- IT skills to an advanced level in Excel, Word and PowerPoint
- Be an effective time manager, able to keep calm when under pressure to meet deadlines
- Be a team player with the ability to build effective relationships at all levels
- Experience in public accounting or a related field; due diligence experience at a National or Regional accounting and/or consulting firm
- Excellent interpersonal, analytical, research and audit project management skills, including proficiency in GAAP and GAAS rules, procedures and standards
- An internationally recognized professional accounting designation, such as a CA, CPA, ACA, or equivalent, or a service line relevant designation, such as a CIA, CISA, CISSP, or equivalent
- Develop strong comprehensive understanding of the client’s business and industry
- Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations
- Supervises the day-to-day workload of Associates on assigned engagements; reviews work product, provides timely feedback and assists in the development of goals and objectives to enhance Associates’ professional development
Technology Advisory Senior Associate
04/2010
-
09/2012
Chicago, IL
- Manage the relationships and perception of the GIDA organization with our business partners
- Utilizing extensive know-how of business financials, reporting processes, and management of engagement economics; and,
- Leveraging tools and techniques for research, analysis, and problem solving
- Including Interpreting data/research, drawing conclusions, and sharing derived perspectives on major economic trends, current industry or sector trends, issues and opportunities with clients
- An internationally recognized professional accounting designation, such as a CA, CPA, ACA, or equivalent, and/or a service line relevant designation, such as a CIA, CISA, CISSP, or equivalent
- Performs (as part of a team) financial and operational due diligence for clients who are acquiring businesses
- Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
- Uses various software tools as designated by the firm
- Travel 30-40% overnight
Education
Strayer University - Center City Campus
2006 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Excellent communication, interpersonal skills, time management and organizational skills
- Excellent presentation and interviewing skill with experience facilitating meetings and leading group discussions
- Strong time-management skills and are solution-oriented
- Strong technological skills with the ability to quickly learn and adapt to new or different technology
- Client services and management skills
- Strong internal audit background, process mapping/flowing, design and operational effectiveness testing
- Two to six years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level
How to write Advisory Senior Resume
Advisory Senior role is responsible for research, excel, software, finance, training, database, recruiting, auditing, litigation, security.
To write great resume for advisory senior job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Advisory Senior Resume
The section contact information is important in your advisory senior 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
- Telephone number
Work Experience in Your Advisory Senior Resume
The section work experience is an essential part of your advisory senior 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 senior 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 senior position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Advisory Senior resume experience can include:
- Review operational, financial, and technology processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process as well as the risks associated with Sarbanes Oxley as it pertains to internal controls over financial reporting
- Related work experience in a similar consulting practice or function servicing cross-industry clients at a national level
- One to six years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level
- Experience working with clients in real estate
- Experience working with clients in healthcare
- : Public Accounting Experience
Education on an Advisory Senior Resume
Make sure to make education a priority on your advisory senior resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory senior 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 Senior Resume
When listing skills on your advisory senior 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 senior skills:
- Excellent project management skills, with experience in managing projects with multiple workstreams and stakeholders against tight deadlines
- Uses excellent communication skills in order to influence a wide range of audiences
- Develops effective relationships with client management and has a strong understanding of the businesses
- Effectively use current technology and tools to enhance service delivery
- Prior consulting experience with a Big 4 firm or large global financial institution
- Provide assistance to accomplish the engagement objectives effectively and efficiently
List of Typical Experience For an Advisory Senior Resume
1
Experience For Transaction Advisory Senior Associate Resume
- Quickly develop an understanding of an entity’s financial records, tax filings and operating environment
- Assist clients and engagement teams with accounting functions, such as bank and loan reconciliations
- Collaborate with tax, consulting and audit teams to provide the best service to clients
- Perform advanced data analytics using SAS, SQL, and other tools
- Develop and execute Computer Assisted Auditing Tools and Techniques (CAAT
2
Experience For Accounting Advisory Senior Resume
- Develop and deploy reporting dashboard
- Possesses understanding of different internal audit standards, policies, and regulations
- Stay informed of current trends in the accounting industry, as well as current business/economic developments and their impact on our clients
- Commit to developing individual and group knowledge
- Serve as the primary point of contact with clients for ongoing engagement management
- A friendly yet challenging work environment
3
Experience For Technology Advisory Senior Associate Resume
- Consult with a variety of businesses in multiple industries about how to build their business
- The ability to work quickly and accurately with significant attention to detail
- The ability to work both independently and collaboratively with a team
- Evaluate data governance and data quality
- Manages audit activities and assignments
- Evaluates internal controls, processes, policies and mechanisms to ensure that they are adequate, effective and in compliance with regulatory principles, and industry standards
- Applies an understanding of financial institution operations and how they impact the overall control environment and the audit approach
- Advanced understanding of data management frameworks
- Advanced knowledge of continuous auditing and data analytics
4
Experience For Distributed Business Advisory Senior Analyst Resume
- Have an understanding and be able to speak to various service lines in the Advisory group
- Identify and develop key controls and interface with senior business stakeholders
- Organize information in meaningful analyses and exhibits
- Work on multiple engagements simultaneously
- Create work-product that supports the conclusions reached
5
Experience For Controls Advisory Senior Associate Resume
- Maintain and organize documents received and produced in litigation
- Develop models and calculations
- Guide and review the work of the staff associates
- Put forth diligent effort to pass the CPA exam
- Considers potential areas to develop expertise and specialized knowledge
- Recognizes the importance of, and actively participate in, practice development
- Considers potential areas to develop expertise or obtain additional certifications
6
Experience For Tas-infrastructure Advisory, Senior Resume
- Maintain positive, professional relationships with clients and counsel
- Communicate engagement needs with the client
- Eligible to sit for CPA Exam, or the bar exam
- Basic knowledge of Business Valuation required
- Look for new solutions to old problems with leading edge technologies. Help us deliver IT Control assessments with the latest in cognitive intelligence and other analytic tools
- Assist clients and engagement teams with accounting functions, such as bank and loan reconciliations, month end close processes and analyzing the general ledger
7
Experience For Transaction Advisory Senior Resume
- Support business development efforts as requested by your Department Leader
- Determine engagement timelines
- Enhance Service Delivery
- Your CPA certification
List of Typical Skills For an Advisory Senior Resume
1
Skills For Transaction Advisory Senior Associate Resume
- At least two years of recent experience in Audit or Transaction Advisory Services
- : Accounting Experience
- Understanding or familiarity with basic coding (programming) principles in any common object oriented programming language (python, java, PHP, VBA, etc.)
- Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues
- Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller
- Analyzing the cash flow impact of capital expenditures and working capital trends and changes
- Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
2
Skills For Accounting Advisory Senior Resume
- Traveling 15-20% of the time while upholding Aprio’s values and reputation
- Demonstrating poise working with private equity and corporate executives
- Displaying adequate knowledge of US GAAP
- Liaise with clients regarding business performance and prospects and understanding the key drivers of related issues
- Conduct research on privacy technology, privacy engineering, emerging standards and practices and regulatory guidance as it relates to data privacy
3
Skills For Technology Advisory Senior Associate Resume
- Performs Financial Due Diligence for Private Equity and Strategic Clients to help evaluate their acquisition decisions and financing requirements
- Commenting on the quality of the client or selling company earnings by highlighting significant business profitability trends and overly aggressive accounting policies
- Understanding customer and vendor trends and other key transaction risk considerations
- Proactively participating in meetings with Aprio client service team and executive management of client
- Continuously fostering relationships with coworkers (through all services lines of Aprio) and clients (both strategics and private equity)
4
Skills For Distributed Business Advisory Senior Analyst Resume
- Candidates coming from Audit Practices
- To be part of a growing and dynamic team
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
- Participate in engagements related to infrastructure fundraising and Public Private Partnership
- No candidates above the Senior Associate Level
- Top performer / High GPA/ ACT score
- An international environment full of challenges and development opportunities
5
Skills For Controls Advisory Senior Associate Resume
- Develop and review highly complex financial models (including P3 and project finance models) to reflect the commercial arrangements of the particular infrastructure project on which the team is advising
- Manage EY associates and analysts as part of teams advising both governments and private sector clients on major infrastructure projects, and contribute to the development of junior staff
- Contribute to increase the practice’s visibility in the marketplace by contributing to the preparation of documentation for key industry events, for literature and discussions, especially in the Ontario region
- Self-motivated, exceptional work ethic, proactive, entrepreneurial and with an ability to work independently and communicate directly with clients and prospects when necessary, while being collaborative enough to bring a strong contribution as a key member of the National team
- Be a self-starter and to be confident when interacting with clients and asking questions
- Become proficient with various software applications specific to the firm’s needs
- Travel Requirements could be up to 75%
6
Skills For Tas-infrastructure Advisory, Senior Resume
- A majority of the current client work is in New York
- Qualified to pursue a job relevant certification (e.g. CPA, CIA, CFE)
- Actively support managers in financial projection and financial/operational analysis through reviewing accounting records, conducting interviews with stakeholders as well as performing industry/company research
- Review the works of junior team members and supervise them where possible
- Maintain positive, productive and professional relationships with clients
- Lead the execution of privacy assessments to understand risks, identify opportunities for improvement and propose remediation appropriate for the risk and operating environment
- Design implementation plans for remediation including program design, policy and procedure development, technology adoption, program maintenance and audit/enforcement of privacy policies, procedures, and controls
7
Skills For Transaction Advisory Senior Resume
- Using applications to locate sensitive data, inventory applications, and use report writing tools and Office applications to generate reports
- Develop workflow and data maps in Visio and other workflow and diagramming software
- Provide guidance and share knowledge with team members
- Gather information to understand client data elements, notice, consent, purpose and third party access
- Generate data registers, information inventories, classification reports, and retention/disposition reports
8
Skills For Audit Advisory Senior Resume
- Attend and document technical client interviews, internal meetings and memorialize report and memorandum contents
- Understand technical and operational requirements for data privacy programs which involve internal controls, risk assessments, business processes and policies relating to EU DPD, EU GDPR, HIPAA / HITECH, Privacy Shield, COPPA, State Breach Disclosure Laws, CANSPAM, GLBA and TCPA
- Three (3) or more years of consulting in the areas of data privacy required
- Support project requests related to enterprise information governance, records & information management, and e-discovery readiness
- Budget time and assist with multiple project requests simultaneously, as well as the ability to monitor project tasks and risks
- Support the development of RFI’s and RFP’s, and support subject matter expert presentations and proposals
- Regulatory knowledge and industry insight that can be applied to serve clients within the context of risk management; an understanding of risk-based capital regimes in the US and EU, including knowledge of Solvency II would be an asset
- Experience in reviewing and/or designing internal controls within the insurance industry, either from working with an Internal Audit or Risk function within insurance
- Capability in reviewing and/or designing risk management frameworks with a basic understanding of what a good risk management framework lifecycle looks like, including high level knowledge around risk appetite, risk identification, assessment, monitoring, and reporting
9
Skills For Advisory Senior Associate Resume
- Issue validation of prior audit related and Regulatory issues
- Knowledge of key controls and reconciliations, starting from transaction capture to aggregation/consolidation to financial and regulatory reporting
- Assist clients across the three lines of defense in drafting, reviewing, identifying and testing key controls in the AML space
- Issue validation of prior audit related and Regulatory issues Perform engagement management responsibilities, including performance reviews, task delegation, project scheduling, project financials, quality review and client management
- Provide advisory and consultative services to Preparation of required FRB returns FR Y-14Q/M across various workstreams, including but not limited to, Retail, Wholesale, Trading, PPNR, Operational Risk, etc
- Perform end to end walkthroughs of compilation of returns and identification of key controls over reporting, including reconciliations, attestation, review and challenge, etc
- Accounting experience (many of our team members have a background in both public accounting and industry)
- A strong understanding of all aspects of financial statements, inventory processes and general ledger accounting
10
Skills For Contols Advisory Senior Associate Resume
- Public accounting experience
- Strong Powerpoint proficiency
- Demonstrate your ability to
- Delivers on-time internal audit and regulatory issue validation work papers
- Light programming / SQL / SAS and / or experience with data quality controls
- Experience with development and implementation of reporting dashboards
- Familiarity with the US legal system and rules of evidence
- Understanding of US GAAP and/or GAAS
- The ability to take full ownership of client deadlines and needs, including working necessary hours to meet client deadlines
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