Advisory Services Senior Resume Sample

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Pattie Satterfield
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Work Experience


Advisory Services Senior
03/2017 - PRESENT
Philadelphia, PA
  • Support sales efforts by responding to RFP’s
  • Supports sales efforts by responding to RFP’s
  • Mortgages (Default Management, Foreclosures, Loss Mitigation, Loan Origination Systems, Originations, Servicing, Fulfilment, Securitization/Secondary Markets)
  • Drives results oriented IT transformations, aligning business and IT objectives to meet the common goal
  • Advises on large scale and global technical programs and implementations, overseeing end-to-end plan creation, dependency and risk management, resource management, etc
  • Assesses and establishes program management offices
  • Sets up governance models
Risk Advisory Services Senior Associate
09/2013 - 09/2016
Boston, MA
  • Establishes and optimizes the IT portfolio
  • Executes on sourcing projects
  • Performs IT pre-deal due diligence for merger and acquisitions (M&A), confirming the technological capabilities for consideration in the deal
  • Integrates technology platforms in the post-M&A environment
  • Transforming risk, control and compliance environments by designing and implementing solutions around controls and security (e.g., GRC technology)
  • Enabling transition from primarily value protection (ERM) to focus on value creation through integration with business performance metrics
  • Evaluating, defining, implementing and managing information and technology risk, governance and regulatory compliance programs; and
IT Advisory Services Senior Associate
06/2007 - 05/2013
Chicago, IL
  • Enabling the achievement of desired business outcomes of critical and complex programs or initiatives
  • SCP process expertise in one or more of the following industries: Life Sciences, Industrial Products, Process Industries (such as Chemicals)
  • Understand SAP security and business process concepts, and work directly with the client to identify technical issues and elevate appropriately
  • Deliver facts, analyses and recommendations in an accurate, clear and concise manner
  • Handle multiple technically complex projects or engagements simultaneously
  • Has good business writing and verbal communication skills
  • Able to communicate effectively with client counterparts through structured questioning, careful listening, and delivery of fact-based findings

Education


National American University - Minnetonka Education Center
2002 - 2006
Bachelor's Degree in Accounting

Professional Skills


  • Work experience; consulting experience preferable project management and/or contract administration experience
  • Self-motivated, Strong communication and team building skills
  • Strong dimensional modeling skills
  • Proactive, well-organized and good team player with strong communication skills
  • Man of Responsibility and innovation, excellent team player, good command of communication skills
  • Strong quantitative and technology skills
  • Demonstrated experience in managing multiple engagements and working in a team

How to write Advisory Services Senior Resume

Advisory Services Senior role is responsible for modeling, business, technology, design, analytical, analysis, reporting, digital, engineering, travel.
To write great resume for advisory services senior job, your resume must include:

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

Contact Information For Advisory Services Senior Resume

The section contact information is important in your advisory services 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
  • Email
  • Telephone number

Work Experience in Your Advisory Services Senior Resume

The section work experience is an essential part of your advisory services 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 services 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 services senior position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Advisory Services Senior resume experience can include:

  • Proactive, well-organized, good team player with strong communications skills
  • Experience leading the creation of key customer experience artifacts (i.e. Customer Journeys, Experience Maps, Personas, etc.)
  • Strong analytical skills and mind set
  • Supporting a team of professionals with diverse skills and backgrounds
  • Deep understanding of statistical modeling as well as ETL, data ingestion/cleansing and engineering skills
  • People Advisory competencies – knowledge and/or skills in any of the following

Education on an Advisory Services Senior Resume

Make sure to make education a priority on your advisory services 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 services 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 Services Senior Resume

When listing skills on your advisory services 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 services senior skills:

  • Bring functional experience in market risk modelling and demonstrate knowledge of risk management function processes and overall model lifecycle management
  • Experience performing internal audit, consulting or risk services with a CPA firm, Community Bank or other banking experience
  • Digital Experience- Helping clients continuously transform by designing and continuously managing customer and employee experiences
  • Prior experience with Internal Controls, including flowcharts, documentation and testing of controls
  • Prior experience with internal controls including flowcharts, documentation and testing of controls
  • Past experience in consulting, call center operations, or other relevant experience in a client facing role

List of Typical Experience For an Advisory Services Senior Resume

1

Experience For Risk Advisory Services Senior Associate Resume

  • Past experience in consulting, sales operations, customer sales or other relevant experience in a client facing role
  • Prior Experience in at least one of the following competency areas
  • Demonstrate experience in the Financial Services Industry, specifically one of the following domains
  • A “go-getter” attitude, prior consulting experience and technical knowledge of financial products across interest rates, FX, credit, equities and commodities
  • Demonstrated experience in Internal Audit including both compliance and performance improvement focused reviews
  • Exceptional time management, communication and report writing skills
  • Valid driver’s license in the US and a valid passport required
2

Experience For Risk Advisory Services Senior Resume

  • Leverage modeling and analysis skills to support supply chain network design engagements
  • Consulting experience in life sciences
  • About 2 years of recent supply chain consulting experience, focusing on the oil and gas industry
  • Past experience in consulting, CX Practice in a Fortune 500 firm, or agency in a client facing role
  • Experience in supporting Technology Delivery Projects and Project Management
3

Experience For IT Advisory Services Senior Associate Resume

  • Experience with design, development and implementation of internal controls and/or testing of internal controls for financial services business processes
  • Able to prioritize project activities especially when deadlines are tight
  • Experience in owning and delivering scope that focuses on the digital content
  • Five to seven years of experience in IT Software Development Life Cycle
  • Telecommunications industry experience highly desired
  • Research complex accounting treatment for issues on audit and consulting engagements, propose solutions and consult with more experienced staff as necessary
  • Investment management experience including
  • Approximately 2 years’ experience in an actuarial-oriented position
  • Experience: 3-6 years in internal audit
4

Experience For Business Advisory Services Senior Associate Resume

  • A mini mum of 1-2 years of experience business analysis, project and/or program management
  • Leading the design and integration phase of each project, helping document appropriate architecture, data model, and system design and interfacing requirements
  • Documenting results, suggesting ideas for efficiencies, and reaching conclusions
  • Documenting and facilitating the development of requirements, solution designs, test cases
  • Understanding and adherence of software life cycle & defect life cycle
  • Ensuring adherence to quality processes specified for the project
  • Supporting project teams through all aspects of the software development life cycle
  • Working with the offshore team(s) to drive the delivery of the projects
  • Performing detailed data analysis to help clients solve business problems and complex issues in the financial services industry
5

Experience For IT Advisory Services Senior Resume

  • Begin the process of becoming a recognized authority through working on a team of professionals serving Fortune 1000 corporations
  • Capable of performing HR data analytics (for strategic workforce planning, compensation and benefits analysis and other service offerings)
  • Algorithmic modeling or modeling data directly from Cosmos
  • Collaborative in your approach to solving problems and working with large teams
  • Someone who is interested in identifying and supporting new business opportunities
  • An existing understanding of key business processes, risks and controls
  • Organizational Operating & Delivery Modelling and implementation
  • Comprehensive understanding of systems infrastructure and security, connectivity, remote access, and data mining
6

Experience For Business Advisory Services Senior Resume

  • Research on client inquiries and emerging issues, including regulations, industry practices, and new technologies
  • Able to respond promptly to client queries and produce outputs on a timely basis while adhering to quality review procedures
  • Manage and lead mid-sized to large project components while working under supervision
  • Assist in development / testing of complex modules
  • Use business process, organizational and technology capabilities and knowledge across several of the following focus areas
  • Supervise the team members in the execution of projects according to the defined approach and methodology with guidance from the Managers
  • Assist the Managers in project planning and participate proactively in client meetings
  • Other PPM tools: Deep expertise on another leading PPM platform such as CA Clarity, PlanView or Primavera
7

Experience For Global Treasury Advisory Services Senior Resume

  • Guide teams with your Oil & Gas category knowledge to include drilling and completions equipment and services
  • In providing advisory services to clients
  • A person who is seeking opportunities to invest in rapid personal and professional growth, who wants to learn from the best and help others be their best
  • Organisational Change Management (communications, training)
  • Thorough business understanding of data science application and ability to communicate with key decision-makers
  • Comprehensive understanding of Sarbanes Oxley Section 404, and the role that information technology plays in compliance
  • Analyzing large data sets, preferably related to online sales or subscriptions
  • Able to use graphics and visuals to clearly convey ideas, assessment results and recommendations
8

Experience For Advisory Services Senior Performance Improvement Digital & Emerging Technology Resume

  • Able to take ownership of his/her project assignments and deliverables
  • Able to organize project activities and schedules in line with the approach and methodology
  • Able to analyze complex problems, understand business needs and respond through innovative and practical solutions
  • Able to conduct and synthesize quantitative and qualitative analysis to formulate business impact and recommendations
  • Organization review and design
9

Experience For Advisory Services Senior Position for Risk Management & Internal Audit Services Resume

  • Talent, performance and rewards management
  • Demonstrated hand’s on experience across multiple facets of the software development life-cycle in a range of methodologies (Agile, Scrum, Waterfall, etc.), focused on either requirements definition, systems analysis or technical design through testing and implementation
  • Background in Business systems analysis, requirements documentation, technical specification development and testing Experience with various aspects of Business architecture domains Experience documenting system requirements and functional specifications in support of various integration architecture patterns
  • Lead engagement teams in conducting complex, strategic analyses of our client's IT organizations, operating models, processes, applications and infrastructure and formulating strategic recommendations and roadmaps to improve our client's IT functions
  • Conduct complex, strategic analyses of our client’s IT organizations, operating models, processes, applications and infrastructure and formulate strategic recommendations and roadmaps to improve our client’s IT functions
10

Experience For Advisory Services Senior Performance Improvement Life Sciences Resume

  • Experience in providing consulting services in strategy formulation and planning, organization design and operation and business process improvement
  • A working knowledge of Customer Relationship Management (CRM) applications including Siebel, Salesforce.com, Unica, Vendavo or Pros
  • Interview clients, identify and summarize key issues, outline project approach and draft proposal content
  • Help clients to solve enterprise-wide strategic, organizational and operational issues by formulating strategic initiatives, redesigning organizations, transforming the operations and processes, and improving business performance
  • Participate in the career and performance development of the Risk practice by serving as a career counselor, training new staff and providing timely and specific performance feedback

List of Typical Skills For an Advisory Services Senior Resume

1

Skills For Risk Advisory Services Senior Associate Resume

  • Strong problem solving and troubleshooting skills, excellent creative, analytical, process design, as well as, strong oral and written communication skills
  • Experience with helping organizations deliver a differentiated channel experience addressing both their sales and service needs
  • Enable our clients to effectively grow and optimise their operations in the global market while reducing risk
  • Collaborate with client engagement teams with diverse skills and backgrounds. Foster an innovative and inclusive team-oriented work environment
  • Consulting and/or operational experience in procurement, operations management, process re-engineering, business transformation or relevant business analysis
  • Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services required
  • Experience in integrating Archer with 3rd Party applications using Data Feeds / API’s
2

Skills For Risk Advisory Services Senior Resume

  • Experience in integrating Archer with 3rd Party applications using Data Feeds / API’s/ Data Publications
  • In-depth experience with split testing, multivariate optimization, and segmentation targeting
  • Machine learning using k-NN, naive bayes, decision trees, SVM experience required
  • Experience using data mining and statistical tools
  • Working experience within a Public Accounting firm
  • Previous experience with performing Internal Audit, Consulting or Risk Services
3

Skills For IT Advisory Services Senior Associate Resume

  • Strong understanding of one or more of the following change management technologies Chef, Ansible, Puppet
  • Strong teaming and positive attitude to challenges
  • Hands-on troubleshooting experience on Archer Control Panel
  • Strong background in scalability and automation
  • Hands-on experience on Questionnaire, Custom Object, Campaigns, Reports, Mail Merge
4

Skills For Business Advisory Services Senior Associate Resume

  • Administration experience of Archer 6.x environment
  • Contribute to the development of our digital team; drive the collaborative efforts of the project’s creative, user experience and technology teams
  • Leading Procure to Pay transformations, identifying opportunities and quantifying business value to C-Level executives
  • Providing constructive feedback and coaching to junior team members, and fostering an innovative and inclusive, team-oriented work environment
  • Assisting with business development activities including key go-to-market efforts (e.g., proposals, marketing materials) for related topics
  • Unifying, enriching and analyzing customer data to derive new insights and opportunities
  • Developing and maintaining productive working relationships with a broad range of stakeholders through a balanced and open approach
  • Understanding the clients challenge (and on many occasions supporting the client in specifying their challenge)
5

Skills For IT Advisory Services Senior Resume

  • Cultivating and maintaining client relationships
  • Demonstrating teamwork and responsibility with engagement team members, and staying abreast of industry trends relevant to client's business
  • Demonstrating deep understanding of and ability to teach data science, concepts, tools, features, functions and benefits of different approaches to apply them
  • Participating in internal audit and other risk advisory engagements including a variety of compliance and performance improvement focused reviews
  • Participating in Risk Service engagements, including process focused internal audit and risk advisory
6

Skills For Business Advisory Services Senior Resume

  • Working knowledge of Data Analytics software, such as IDEA or ACL
  • Working with Government and Leaders to provide insights into organisational transformation
  • Consumer lending life cycle knowledge (e.g., marketing, origination, pricing, risk and servicing)
  • End-to-end knowledge of the web application space including web server configuration, tuning, proxies, and load balancing
  • Intermediate understanding of accounting and reporting standards
7

Skills For Global Treasury Advisory Services Senior Resume

  • Constantly developing your understanding of current market trends and processes and sharing your with peers
  • Basic knowledge or understanding of the Risk Management cycle, Risk aggregation, KRI’s, Heat map, Planner and Continuous Control Monitoring as part of GRC Risk Management and GRC Process Control
  • Development for Business Objects SAP GRC (Governance Risk and Compliance) 10.0 Product using FPM OIF/GAF (Floor Plan Manager), POWL (Power List Queries) & ABAP Webdynpro
  • Development of WebDynpro applications for search and administration of existing requests using POWL framework. (Access requests, role approvals, SOD/Mitigation risk reviews)
  • Deep understanding of corporate accounting workflow, general ledger accounting, financial close and reporting
  • Technical understanding of US GAAP and ability to independently research and evaluate accounting standard impact
8

Skills For Advisory Services Senior Performance Improvement Digital & Emerging Technology Resume

  • Knowledge of Installation / Maintenance activities like managing Archer control Panel and generating SQL reports through basic SQL “Select” and “Joins”
  • Maintain an ambitious attitude towards finding innovative solutions to challenging problems
  • Recommendation engines, scoring systems, A/B testing
  • A track record of delivering IT and application automation using these automation tools
  • Proficiency in Linux administration and scripting using bash
  • Thorough understanding of financial reporting, transaction cycles and business processes
  • Knowledge of accounting, regulatory reporting and/or regulatory software packages,
  • Long term vision for contributing to a major program transformation
  • Knowledge of Archer API’s, SQL and basics of .net/c# programming
9

Skills For Advisory Services Senior Position for Risk Management & Internal Audit Services Resume

  • Collaboration with team members and accepting assignments
  • Foster an innovative and inclusive team-oriented work environment, mentoring junior level consultants within the organization
  • A background of working with development best practices
  • A willingness to be flexible in responding to issues as they occur and the ability to identify product/deployment improvements to mitigate future occurrences
  • Consumer lending product knowledge (e.g., mortgage, auto, credit card)
  • Consumer regulation knowledge (e.g., fair lending, CRA, UDAP, TILA, RESPA)
  • Evaluations of settlement proposals by opposing party
  • Assist with the preparation of forensic accounting calculations and evaluations
  • Generate ad-hoc reporting and analysis as directed
10

Skills For Advisory Services Senior Performance Improvement Life Sciences Resume

  • Contribute and work with multiple clients and engagements in delivering high quality solutions that addresses their business needs
  • Relevant professional certifications such as SAP Security, Basis, CISA, CRISC etc
  • Commit to developing a strong personal brand by staying informed regarding economic/market developments and their impact on the firm's clients. Continually progress towards attaining professional credentials from the Casualty Actuarial Society and/or other industry organizations
  • Previous consulting experience with the ability to engage in multidisciplinary workflow
  • Demonstrated ability to manage multiple conflicting client/manager requests
  • Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge

List of Typical Responsibilities For an Advisory Services Senior Resume

1

Responsibilities For Risk Advisory Services Senior Associate Resume

  • Utilize technology and tools to continually learn and innovate, share knowledge with team members and enhance service delivery. Leverage ideas from other project engagements to enhance knowledge and create efficiency
  • Experience using or strong working knowledge of Microsoft COSMOS
  • Effectively communicate conceptual ideas, detailed designs, and design rationale both verbally and visually to other team members
  • Experience on large-scale complex Agile transformations using tools like VersionOne, Rally, or Jira
  • Demonstrate an advanced understanding of information technology processes IT department operations
  • Previous consulting experience with a Big 4 firm or large global financial firm
  • Rich SAP BO skill, especially on BO’s SDK development
2

Responsibilities For Risk Advisory Services Senior Resume

  • Understanding of website tagging methodology (i.e. how to find a web site’s base tag and see attributes of each event)
  • Providing business advice and mentoring to owners and managers
  • Assessing compliance data availability, adequacy and quality
  • Performing data analysis on subsets of client data
  • Providing broad technical knowledge of various key technology and business platforms
  • Performing detailed analysis to identify and assess compliance risks and opportunities for improvement, documenting conclusions, and providing recommendations
  • Mainly engaging in SAP consulting, including training, project delivery, customer service, etc.;
  • Assist and mentor Senior Associate I’s and Associates, actively cultivating an environment that challenges, encourages, and fosters learning
3

Responsibilities For IT Advisory Services Senior Associate Resume

  • ITIL processes and understanding of the operating principles of ITIL and COBIT
  • Exposure to marketing campaign data/reporting
  • Multi-touch attribution modeling
  • Ownership of billing responsibilities and engagement administration for all engagements as requested by partners
  • Responsible for ensuring that deliverables and work papers produced by team members are clear and concise and comply with firm standards
4

Responsibilities For Business Advisory Services Senior Associate Resume

  • Professional qualification is required for Managers and above
  • Travel within Asia Pacific is required
  • Process and domain knowledge including mortgage loan originations, fulfilment, servicing and securitization/secondary markets or domain knowledge within Auto-Finance, Credit Card/Payments, Consumer products - eCommerce/Mobile Banking, Deposits, ATM, Checking, etc
  • Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to assimilate to new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge. Demonstrate a thorough understanding of complex real estate concepts
  • Monitor and supervise progress of Associates and Senior Associate I’s in all engagement phases; provide performance feedback when needed
  • Understand and adhere to relevant ethical requirements of the AICPA as included in the Code of Professional Conduct of the Texas State Board of Public Accountancy and the Texas Society of CPA’s in discharging their professional responsibilities
  • Project Management experience, including supervising 2 to 6 or more individuals
5

Responsibilities For IT Advisory Services Senior Resume

  • Advanced understanding of financial reports, transaction cycles, and business processes
  • Experience in one or more of Digital and Emerging Technology’s service offerings (Customer, Enterprise Solutions, Operations, or Delivery)
  • Extensive relevant experience in at least one of the following functions is required; multiple area experience is highly desired:,customer experience, digital strategy, digital experience, social media, sales and service effectiveness
  • Contribute leading-practice knowledge (project deliverables, work plans, proposals, credentials, etc.) to improve the team’s efficiency and allow for reusable testing artifacts and approaches across projects
  • Significant experience in applying relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) Service organization controls reporting engagements; and/or (d) ERP security and control reviews (Oracle, SAP, PeopleSoft)
6

Responsibilities For Business Advisory Services Senior Resume

  • Contribute to the PPM technology solution design work, including
  • What it means to be part of EY’s Financial Services Office Advisory group
  • An introduction to the Quantitative Advisory Services group
  • Demonstrate a thorough understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide firm management with comprehensive evaluations of non-routine, complex issues and implementation of new accounting standards
  • Demonstrate the ability to independently research, understand, and effectively communicate the impact of accounting standards to a particular client, industry, situation, or internal firm department
  • Consistent performance of engagement plan in all internal control over financial reporting, accounting consulting, and financial and/or operational internal audit areas
  • Work with client accounting functions providing a scale of general ledger and corporate accounting assistance
  • Begin to demonstrate the ability to draft a complete and accurate internal audit or consulting report report which adequately documents the objectives of the audit, procedures, performed, results of procedures, overall conclusion and recommendations for improvements clearly and concisely
7

Responsibilities For Global Treasury Advisory Services Senior Resume

  • Project experience using with network modeling and optimization (preferably leveraging Llamasoft Supply Chain Guru)
  • We are looking for the candidates with the following
  • Contribute significantly to the PPM process design work, including
  • Provide meaningful insights based on deep understanding of the data and business
  • Pull Telemetry data to look at product usage statistics to understand product features that are being utilized
  • Move to toward sourcing data direct from Cosmos to Power BI
8

Responsibilities For Advisory Services Senior Performance Improvement Digital & Emerging Technology Resume

  • Develop extensive knowledge in 1-2 industry niche areas
  • Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating g operations within a Tax Reporting environment
  • Work with the engagement team to document key business processes, perform fieldwork and inform engagement team of project status and timelines
  • Analyze business processes and provide meaningful feedback to various stakeholders in regards to internal controls, financial reporting, fraud prevention and operational efficiency
  • Perform operational, compliance and financial audits, including SOX testing
9

Responsibilities For Advisory Services Senior Position for Risk Management & Internal Audit Services Resume

  • Works under pressure with accuracy while meeting inflexible deadlines
  • Inquisitive and analytically minded
  • A willingness to travel to meet client needs; travel is estimated at 25%. A valid driver’s license in the US and a valid passport required; willingness and ability to travel
  • Build and testing user interfaces to our or our clients’ specifications
  • Join other cookie based data from Cosmos
10

Responsibilities For Advisory Services Senior Performance Improvement Life Sciences Resume

  • Proactively learn business goals in order to provide clients with analysis ideas and execute on them
  • Work as a team member within audit, pre-post implementation reviews, SAP diagnostic reviews and other projects
  • Work effectively as a team member, sharing responsibility, providing support, maintaining communication, updating senior team members on progress and mentoring the team
  • Understand, analyse the requirements, allocate tasks and update status reports
  • Prepare project documentation and procedures
  • Ensure on-time delivery of allocated tasks
  • Compliance to EY policies and procedures like Timesheet / Leaves management etc
  • Assist Project Lead for the successful execution of the project (estimation, reviews, customer satisfaction, etc.)

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