Assurance & Advisory Resume Sample
Gideon Larkin
37240 Graham Mall,
Dallas,
TX
+1 (555) 394 9848
Work Experience
Controls Assurance & Advisory Associate
04/2017
-
PRESENT
Los Angeles, CA
- Providing outsourced financial and project management services
- Managing the budget and financial reporting function
- Project managing complex IT projects
- Assisting clients to identify, prioritise and resolve issues
- Commercial experience within an accounting function and/or previous experience in professional services
- Strong facilitation and consulting skills with the ability to interact well with others on a direct basis
- Willing to travel for out-of-town engagements
- Oversees the planning and execution of a comprehensive program to assess the company’s compliance with the provisions of the Sarbanes-Oxley Act and regulatory requirements
Assurance & Advisory
09/2013
-
12/2016
Phoenix, AZ
- Knowledge of AASB 139, AASB 9, AASB 7 and AASB 13 is preferable
- Experience in the performance of fair value determination
- Typically reports to Manager Internal Audit
- No associates report to this role on a permanent basis, but requires the leadership of a work group: assign and review work, train and contribute to performance appraisal (but not hiring, firing or disciplinary action)
- Building the Partners’ personal brands through the use of social media
- In a manager role
- Previous exposure to finance functions would be viewed favourably
- Consistently ensuring deliverables meet stakeholder’s expectations
- Typically reports to Sr Manager Assurance and Advisory Management Program
Assurance & Advisory Personal Assistant
11/2006
-
07/2013
San Francisco, CA
- Leads and develops a team of FCM’s in the execution, priorities, and performance of assigned key areas of responsibilities and SOX program deliverables. Ensures the competency and active development of assigned staff
- Typically reports to Manager AMP
- No associates report to this role on a permanent basis, but requires the leadership of a work group
- Typically reports to Sr Manager Assurance and Advisory Management Program Accountable for direct supervision of the work activities of others
- In addition to personnel issues -- including selection, termination, performance appraisal and professional development of subordinates
- Ideally be CA or CFA qualified or similar
- Previous managerial and mentoring experience
- Have gained experience in a professional services advisory firm that includes financial instrument audit, accounting and ideally risk management
- Previous experience in providing external audit support in relation to financial instruments and hedge accounting , as well as financial instruments valuations
Education
Buena Vista University - Mason City Campus
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Key skills include good report writing and communication skills, highly organised approach and proven project management abilities
- Excellent communications skills Experience in leading and mentoring junior staff
- Excellent interpersonal, oral and written communication skills with extensive experience in explaining complex analytical concepts in simple terms
- Use your skills and experience to provide support to Managers, Directors and Partners, participating in engagements and delivering of audit services
- Superb technical IFRS skills and applied experience
- Excellent communications skills coupled with exceptional attention to detail
- Building a strong pipeline of business through identifying opportunities to apply your accounting and operational finance skill-set to solve client problems
How to write Assurance & Advisory Resume
Assurance & Advisory role is responsible for communications, mentoring, credit, finance, training, integration, database, security, design, consulting.
To write great resume for assurance & advisory job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Assurance & Advisory Resume
The section contact information is important in your assurance & advisory 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 Assurance & Advisory Resume
The section work experience is an essential part of your assurance & advisory 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 assurance & advisory responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular assurance & advisory position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Assurance & Advisory resume experience can include:
- Providing detailed gap analysis on the revenue recognition implementation process, using accelerators and proven methodology
- Verify and validate the completeness of case files in line with the prescribed process guidance requirements
- Experience in IT audit within professional services or a corporate ASX 200 environment
- Experience in IT audit within professional services or a corporate ASX 200 environment
- Maintaining client service excellence by providing technical expertise Supervising, coaching and mentoring junior team members work
- Assessing accounting change impact on finance and business processes, including recent changes to revenue recognition and lease accounting
Education on an Assurance & Advisory Resume
Make sure to make education a priority on your assurance & advisory resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your assurance & advisory 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 Assurance & Advisory Resume
When listing skills on your assurance & advisory 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 assurance & advisory skills:
- Key skills include: good report writing and communication skills, highly organised approach and proven project management abilities
- Effectively managing multiple priorities and responsibilities on a fund to ensure timely delivery of work
- Good stakeholder and team management skills
- Receive in-depth training on Information Technology, business processes and soft skills including project management
- Prior experience in an Advice Compliance, Paraplanning or file audit environment would be desirable
- Comfortable working in fast-paced environment. Ability to handle multiple assignments effectively
List of Typical Experience For an Assurance & Advisory Resume
1
Experience For Risk Assurance & Advisory Analyst Resume
- Knowledge and experience in applying End User Computing controls for applications, databases, spreadsheets, and models. Strong written and verbal communication skills
- Has a good knowledge of the Finance Industry across Retail, Investment and Wealth discipline
- Moderate to strong knowledge of and ability to work with, the Microsoft Office suite
- Work experience within a corporate environment is essential with Financial or professional services highly regarded
- Building relationships with key stakeholders, external clients and the wider business
- Leveraging off personal brand to create meaningful relationships
- Taking personal responsibility for your number of funds completed on average per day
- Collaborate with team members and provide technical assistance to junior assessors on technical and application queries
2
Experience For Controls Assurance & Advisory Associate Resume
- Conduct partial reviews of junior team members’ case assessments where required
- A combination of IT and Business qualification would be viewed favourably
- A fast tracked career where promotion is based on merit, not on years of service
- An innovative, flexible and collaborative work environment
- Manage client relations on a day to day basis, and
- Lead audit engagements, and coach and mentor junior team members
- Gained external audit experience in a big 4 or mid-tier professional environment Relevant tertiary qualifications in Accounting or equivalent and completed or are completing your CA/CPA
3
Experience For Finance Risk, Assurance & Advisory Manager Resume
- Applying rigour to quality by consistently preparing quality audit documentation demonstrating a high attention to detail in your application of appropriate Deloitte methodology
- Gained external audit experience in a big 4 or mid-tier professional environment Relevant tertiary qualifications in Accounting or equivalent and completed your CA/CPA Knowledge of the audit methodology and IFRS exposure
- SMSF audit industry exposure is a requirement
- Proactively overseeing the day to day quality of engagements including leading the application of appropriate Deloitte methodology and demonstrating sound knowledge of current quality focus areas to address audit results
- Demonstrating reliable technical skills to actively problem solve clients questions
- Funds Management/Wealth Management experience is required
- Strong knowledge of the audit methodology
- Experience in IT audit within professional services or a corporate ASX 200 environment
4
Experience For Assurance & Advisory Analyst Resume
- Maintaining client service excellence and building relationships
- Leveraging audit transformation activities and to consider where value and efficiencies can be achieved
- Supporting client relationships as a key contact to coordinate the completion of the engagement
- Working with the Senior Analysts and Managers on SMSF audit assignments for a portfolio of varied and dynamic clients
- Relevant tertiary qualifications in Accounting or equivalent
- An understanding of SMSF
- Take personal responsibility for the teams performance and maximise the number of audits completed by themselves and their team
- Project work around audit quality and automation
- Overseeing the day to day quality of engagements including leading the application of appropriate Deloitte methodology and demonstrating sound knowledge of current quality focus areas to address audit results
5
Experience For Manager, Assurance & Advisory Management Resume
- SMSF audit industry exposure is preferable but not a requirement
- Providing an end-to-end lease accounting managed solution for companies implementing the changes to lease accounting, using artificial intelligence software, transition tools and lease accounting software
- Value-added work above and beyond external audit
- Valuable work above and beyond external audit
- An innovative, flexible and team oriented work environment
6
Experience For Corporate Risk Operational Assurance & Advisory Resume
- Work autonomously in an unstructured environment
- Chart of accounts design
- Month-end close & automation
- Understand & articulate the commercial implications of an analytic solutions and demonstrate the ability to tie its results back to business’ financial statements (P&L and Balance Sheet)
- SQL / R / Tableau / QlikView / VBA / Python / SPSS / Salford Systems / Matlab / SAS
- Provide support to Managers, Directors and Partners in the delivery of client service
- Provide support to Directors and Partners in the delivery of client service
7
Experience For Assurance & Advisory Audit Centre of Excellence Leader Resume
- Development of risk-management governance frameworks
- An economics or finance background (or other quantitative discipline)
- This role works closely with Partners and Directors in designing conduct and compliance frameworks, managing remediation and conduct activities, and responding to the requirements of key regulatory bodies
- Develop and help managers lead project plans and functional specifications
- Manage relationships and create valuable interactions with senior client stakeholders
- Help mentor and guide junior team members
- Work with senior leaders on proposals and support in the delivery technology solutions
8
Experience For Assurance & Advisory Summer Intern Programme Resume
- Deep understanding of Wealth and Investment systems and vendor products; our Team focuses on building Target Operating Models and working with Investment and Wealth clients to define solutions, therefore it is beneficial to have an overview of these product offerings in the Australian context
- Able to construct solutions based on Customer engagements; Utilizing overview of Industry, works to build solutions based on requirements; this can be a Front to Back Future State Architecture or a replacement of a Custody application
- Knowledge of digital technologies and / or IT controls
- Possess a hands-on attitude and have the ability to work to tight deadlines and pre-empt workload
- Lead client engagements
9
Experience For Assurance & Advisory Technical Audit Director Sydney Resume
- CISA or CISSP (IA-IT)
- Qualified and CPD maintained RG 146 certification essential, Advanced Diploma in Financial Planning (ADFP) desirable (for financial planning related roles only)
- Quality-focused with an ability to maintain high quality standards under tight deadlines
- Full or Partial RG146 or a keen interest to study
- Work within deadlines to achieve targets
- Moderate knowledge of and ability to work with, the Microsoft Office suite
List of Typical Skills For an Assurance & Advisory Resume
1
Skills For Risk Assurance & Advisory Analyst Resume
- Given the opportunity to expand your skills into business risks and controls
- Contributing to team effectiveness by communicating information & ideas, situational analysis and problem resolution
- Hardworking, dedicated and passionate; gets a sense of satisfaction in achieving results; able to manage multiple priorities at a single time
- Working knowledge and experience with IFRS or US GAAP (or equivalent)
- Experience gained, preferably in controls testing, IT Audit Consulting
- Able to demonstrate deep understanding of the role Data plays in organisations; Able to think in terms of core Data principles when defining solutions
2
Skills For Controls Assurance & Advisory Associate Resume
- Experience working within a highly complex corporate environment ideally from within professional services or financial services
- Experience of running proposals
- A strong technical background; able to go deep when designing solutions based on client IT strategies and capabilities
- Audit / control / risk / SOX experience and specialist knowledge in Investments / Reserving / Reinsurance
- Financial / accounting background with big 4 experience
- Experience in working with advice assessment, preferably in Personal Financial Advice
- Relevant industry qualifications or experience required for credit & Lending and insurance-type roles
- CA qualifications (or similar) with professional services experience
3
Skills For Finance Risk, Assurance & Advisory Manager Resume
- Experience with finance systems
- Audit experience gained in a Big 4 or mid-tier professional services firm, and exposure to listed clients
- Managing client relations on a day to day basis while receiving mentoring and coaching from senior team members
- Coordinating contractor boarding/off boarding requirements
- Developing, documenting and implementing process changes to enhance efficiency improvements across the business
- Managing headcount and forecasting reporting
4
Skills For Assurance & Advisory Analyst Resume
- Training & developing supporting staff
- Enabling finance process improvement and implementing best practices using benchmarks
- Leading, coaching and mentoring teams on engagements
- Identifying business and financial risks Identifying and pursuing new business opportunities
- Applying and embracing audit transformation activities and thinking to audit
- Becoming part of a diverse and inclusive team performing audits on a broad spectrum of clients
5
Skills For Manager, Assurance & Advisory Management Resume
- Resolving complex accounting issues
- Developing robust management reporting/dashboards
- Designing and delivering data driven solutions that embrace people, process, data and technology to realise the strategic outcome
- Becoming part of a diverse and inclusive team performing advisory assignments on a broad spectrum of clients
- Leading field work of specific audit & advisory assignments, including coordination and supervision of the audit team and their work
- Maintaining client service excellence by providing technical expertise and innovative solutions
6
Skills For Corporate Risk Operational Assurance & Advisory Resume
- Collaborating with other Deloitte service lines to bring the best solutions to our clients
- Being an integral part of building the Financial Services A&A practice within Melbourne
- Managing the field work of specific audit assignments, including coordination and supervision of the audit team
- Booking travel arrangements including flights, accommodation and drivers in each state
- Conducting interviews of remediation contractors at all levels
- Managing contractor database and contractor compliance
- Developing product and customer profitability methodology
- Supporting finance with key transactions through mergers, de-mergers, acquisitions and disposals
- Managing audit and advisory assignments for a portfolio of varied and dynamic clients
7
Skills For Assurance & Advisory Audit Centre of Excellence Leader Resume
- Identifying business, financial and regulatory risks
- Managing audit and advisory assignments for a portfolio of varied, dynamic and high profile clients
- Liaising with speakers for presentation materials
- Attending weekly team meetings
- Preparing slides, presentations and documents for meetings – both at a local and national level
- Leadership of a team, providing mentoring and training to junior team members
- We have exciting opportunities for a Manager to join our expanding Global Middle Market team in Brisbane to work with clients across a variety of industries
- Month-end close & automation, including end to end reporting process improvement
- We have exciting opportunities for a Senior Analyst to join our expanding National Strategic team in Sydney to work with clients across a variety of industries
8
Skills For Assurance & Advisory Summer Intern Programme Resume
- We have exciting opportunities for a Manager to join our expanding Global Middle Market team in Melbourne to work with clients across a variety of industries
- Credit Risk including provisioning and capital/RWA’s
- Coach others towards greater understanding of basic financial planning matters
- Consider yourself a high performing IT audit/IT risk professional seeking a new challenge in your career
- Coach others towards greater understanding of the fundamentals of financial planning
- Take responsibility for case assessments with complex strategies, (including, but not limited to, Gearing, trusts and SMSF)
- Provide assistance to Team leads in performing ad-hoc reporting to management as required
- Contribute to developing and implementing work flow practices to enhance team efficiency
9
Skills For Assurance & Advisory Technical Audit Director Sydney Resume
- Energy and a desire to have fun while having an impact
- Performance management & forecasting and the policies, systems & processes that enable the finance function
- Full RG 146 (Financial Planning Diploma) with up to date CPD is desirable but not essential
- Advanced Financial Planning Diploma is desirable but not essential
- Obtained or are completing professional qualifications such as CISA, CA or equivalent
10
Skills For Corporate Risk Management Operational Assurance & Advisory Resume
- Further deepening your industry specialisation and expertise
- Relevant tertiary qualifications in Accounting or equivalent and completed your CA/CPA
- Have an understanding of SMSF and external audit
- Self-starter with a track record of working autonomously
- Previous exposure to finance functions or accounting policy teams would be an advantage
- Identify scope and solve problems
- We have exciting opportunities for a Senior Analyst to join our expanding Global Middle Market team in Brisbane to work with clients across a variety of industries
- Demonstrated ability to deliver high quality results within agreed deadlines
- CA qualification(or similar) with professional services experience
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