Consulting Associate Resume Sample

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Linwood Jenkins
22997 Jonas Locks,  Philadelphia, PA
+1 (555) 310 2121

Work Experience


Consulting Associate
08/2017 - PRESENT
Detroit, MI
  • Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration
  • Use questioning techniques to diagnose advisor and client needs and provide appropriate options for consideration
  • Assist financial advisors with analyses of existing prospect porfolios
  • Train on Investor Presentation & Proposal Tool and other tools that assist advisors throughout the sales and service process with investors
  • Work cooperatively across Investment & Planning Solutions to faciliate cross referrals
  • Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends, etc
  • Attain certain professional designations and other continuing education to provide support to advisors and their clients
  • Educate and provide guidance to advisors on the Professional Advisor Alliance
  • Works closely with location Consulting personnel as appropriate to serve client needs and to promote financial management and risk advisory consulting and other services of the Firm. Interacts and works with other Firm personnel within the office and region as appropriate
Financial Services Consulting Associate
03/2012 - 07/2017
Philadelphia, PA
  • Implement solutions, specifically around deploying Mercer’s tools, data and systems to drive annuity business
  • Develop, optimize and adapt the global Mercer offer according to the market evolutions and clients’ needs
  • Experience in mobility consulting or in large, complex, global corporate environments
  • Training & Education – Consult with financial advisors about all aspects of the applicable LPL product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs. Consult on Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses
  • Consult as a first point of contact to understand client needs, case design, risk class assessment, illustrations, and recommends suitable products and platforms to meet those needs. Assure appropriate sales materials are packaged to the advisor to help them better understand and make adjustments to the case as needed
  • Build and deploy master data solutions for Huron client engagements
  • Build and deploy data governance procedures for Huron client engagements
  • Work effectively on a team with Huron leadership and peers as well as client personnel
Senior Mobility Consulting Associate
03/2009 - 12/2011
Detroit, MI
  • Consult on supporting technology including portfolio analytic tools, the investor presentation and proposal tool (IPPT), Resource Center navigation, as well as some third party tools available to advisors
  • Through ongoing training, maintain up-to-date job knowledge on proposal tools and other resources that assist advisors throughout the sales and service process with investors. Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends, etc
  • Develop organizational strategy on regulatory focus areas, to include quality of care, member experience, network adequacy, continuity and coordination of care, and population health management
  • Track requirements for regulatory and accreditation compliance
  • Assess clinical systems and processes for risks to the organizations
  • Develops customized presentation materials and manages performance measurements for existing accounts in order to attract new institutional clients
  • Collaborates with the Financial Advisor in developing overall business plans and marketing strategies by independently targeting prospective institutional clients and create/plan the content of seminars
  • Initiates, organizes, promotes, and sets up seminars for clients and prospects on behalf of the Financial Advisor

Education


Ave Maria University
2004 - 2009
Bachelor's Degree in Accounting

Professional Skills


  • Excellent interpersonal skills with an ability to build effective relationships with staff, clients and partners
  • Proven ability to learn and apply technical skills and tools
  • Proven experience in designing and building Salesforce Marketing Cloud solutions with external platform integrations
  • Specialized skills in one or more of the following areas: Clinical Documentation Improvement, Case - Management and HIM/Coding
  • Strong problem solving, business analysis, and business process improvement experience
  • Healthcare delivery/provider experience with focused experience in process reengineering, project [work plan] management and labor
  • Healthcare provider experience with focused experience in process reengineering, project [work plan] management related to revenue cycle transformation

How to write Consulting Associate Resume

Consulting Associate role is responsible for multimedia, modeling, documentation, finance, retail, credit, training, integration, database, recruiting.
To write great resume for consulting associate job, your resume must include:

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

Contact Information For Consulting Associate Resume

The section contact information is important in your consulting associate 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 Consulting Associate Resume

The section work experience is an essential part of your consulting associate 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 consulting associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular consulting associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Consulting Associate resume experience can include:

  • Possess specialized skills in one or more of the following areas including purchasing, staffing and scheduling for
  • Can learn and effectively position a wide range of ECR solutions and articulate IHS Markit’s value proposition
  • Experience using graphics editing software
  • Experience managing technical solution development and presenting solutions
  • Experience gathering requirements and creating solution design and build documentation
  • Experience with Marketing Cloud/ExactTarget, or specifically utilizing email studio, contact builder and AMPScript

Education on a Consulting Associate Resume

Make sure to make education a priority on your consulting associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your consulting associate 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 Consulting Associate Resume

When listing skills on your consulting associate 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 consulting associate skills:

  • Personal organization skills with track record of managing multiple projects to ensure on time delivery and customer delight
  • Marketing Cloud Consultant certification or equivalent related experience
  • Coding and billing experience within a hospital, physician or consulting firm setting required
  • Experience in managing data for projects involving large data sets,ensuring data compliance, and/or administering grants in a
  • Experience with data warehousing and data modeling
  • Experience in technology consulting and programming

List of Typical Experience For a Consulting Associate Resume

1

Experience For Financial Services Consulting Associate Resume

  • Experience working in a financial services industry
  • Unit testing and technical design experience
  • Demonstrate working knowledge of mobility policies and advise clients of leading practices
  • Structured and Logical Thinking: The ability to define problems and frameworks, and demonstrate an understanding of key value drivers
  •  At least 2 years of credit risk analytics experience in retail/commercial credit risk modeling, credit risk management or consulting
  •  Be part the lead to provide effective project management
  •  Experience with or a general understanding of statistical modelling techniques
2

Experience For Mobility Consulting Associate Resume

  •  Experience in training, presentations and/or workshop facilitation
  •  At least 6 years of credit risk analytics experience in retail/commercial credit risk modeling, credit risk management or consulting
  • Personality and confidence to build strong relationships at all levels internally and externally
  • Preparing and delivering client presentations
  • Assisting in the development of marketing materials and sales materials
  • Work on a variety of financial, accounting and compliance projects, including but not limited to the not-for-profit, government and healthcare industry
  • Assist with accounting outsource services including
  • Analyze internal controls and financial/operational results of companies using accounting information and interviews with management
  • Attends seminars or client meetings with Financial Advisor and coordinates the distribution of marketing presentations to clients
3

Experience For Senior Mobility Consulting Associate Resume

  • Develop, optimize and adapt the global Mercer offerings according to the market evolutions and clients’ needs
  • Proactively contribute to winning new clients
  • Inform engagement team leaders of the engagement status and assist in managing staff analyst's performance and
  • Educate client personnel regarding The Breakaway Group’s philosophies and recommended best practices for end-user adoption
  • Independently assists institutional clients with market and stock research
  • Independently develops, implements, and communicates new procedures, products, and portfolio enhancements to institutional clients
  • Coordinates enrollment campaigns/meetings for institutional investors
  • Identifies and defines clients’ financial and operating problems, assesses client needs and assumes responsibility for assigned tasks on engagements, including execution on testing, assistance with development of work programs and client deliverables as necessary
  • Adapt quickly to an existing, complex environment
4

Experience For Consulting Associate Director Resume

  • Function as lead developer
  • Self-motivated, independent, team-player, accurate, detail oriented
  • Providing framework for enhancing client’s credit related processes, providing solution for IRB application framework, including authority, Limit model, stress-testing, etc.
  • Provide specialist knowledge on the full range of Mercer mobility data and its application to various client situations
  • Sell and deliver mobility data subscriptions and compensation transaction services (cost projections, balance sheets, net-to-net calculations, hardship reports, etc.), primarily to small and mid-sized clients
  • Prepare detailed analyses, reports, summaries and other related deliverables
5

Experience For Risk Consulting Associate Resume

  • Coordinate the extraction of expatriate compensation data and resource files
  • Relevant Functional Experience: Experience working on human capital related projects (e.g., organizational development/design/effectiveness, talent strategy, culture, etc.)
  • Analytical Rigor: The ability to complete analytical tasks with limited supervision. High attention to detail and focus on driving processes through successful execution
  • Executive Presence: The poise and gravitas required to communicate at a very senior level, as well as the ability to influence key stakeholders. The ability to communicate with and present to a wide variety of audiences, and the ability to dissect information in a way that can be understood by individuals throughout the organization
  • Cultural Fit: A demonstrated passion for leadership consulting, talent, human capital, and cultural work with an entrepreneurial mindset
6

Experience For Leadership Consulting Associate Resume

  • Dynamics NAV implementations experience
  • Developing project findings, conclusions and recommendations
  • Develop opportunities for single-client engagements through typical relationship development and marketing activities. Cross-sell other IHS MARKIT products
  • Travel daily or overnight at least 50% of the time
  • Data Analytics: Leading quantitative and qualitative project related data collection, management, analysis, and reporting (labor market and financial applications)
  • Client interface and project management
  • Client project travel as required (<15% of the time)
  • Execute single client proposals. Sell and negotiate closure of proposals. This requires clear written and verbal communications skills and analytical creativity to determine deliverables that best serves client needs and budget and maximize the opportunity and return for IHS MARKIT
  • Project management responsibilities require that the consultant manage the analysis and report generation required to satisfy single client projects. Associate Directors are required to lead project teams and to independently complete analysis and reports if needed
7

Experience For Accounting Consulting Associate Resume

  • Ensure that projects under his/her direction are properly invoiced and fees are collected. Maintain a detailed working knowledge of the basic IHS MARKIT databases and tools. Be able to manipulate models or extract information from models to satisfy unique single client requests
  •  Strong communication skills both in writing and speaking
  • Support existing client project teams with their analytical and reporting needs
  • Interest in understanding the automotive industry and its structure
  • Facilitate and leading client meetings
  • Develop team work plans and coordinating project team activities
  • Market IHS MARKIT products and services via direct and indirect client contact
8

Experience For Salesforce Consulting Associate Resume

  • Actively pursue and develop unique analytical approaches that provide value to IHS MARKIT’s clients and/or potential clients
  • Maintain awareness of client activity so that conflicts of interest or the perception of conflicts of interests can be avoided
  • Be able to summarize report into presentation format and deliver presentation to client
  • Mentor and guide analytical and staff support in a team environment
  • Manage a small project team to effectively deliver solutions for clients. The solutions could be models, various types of reports and analyses, and other consulting services, such as framework for enhancing credit related processes
  •  Lead a project stream for credit risk model development, validation and calibration, and other quantitative and qualitative analysis for credit risk assessment. This includes developing new approaches and ideas to fit client needs
9

Experience For Institutional Consulting Associate Resume

  •  Responsible for maintaining the quality of deliverables that the team provided. The deliverables could be model prototypes, presentations of the project results, or all materials to clients
  •  Working closely with client engagement team and sales team, including developing and presenting pre-sales materials and client proposals
  •  Experience in retail or commercial credit risk management or related discipline. This refers to familiarity with lending practices and financial institution practices relating to credit risk management
  •  Highly familiar with Basel II guidelines
  •  Manage a small project team to effectively deliver solutions for clients. The solutions could be models, various types of reports and analyses, and other consulting services, such as framework for enhancing credit related processes
10

Experience For Internal Consulting Associate Resume

  • Interact with IHS Markit colleagues to conduct primary and secondary research as part of IHS Markit Automotive Advisory engagements
  • Utilize Microsoft Office programs (PowerPoint, Excel and Word) to build deliverables with a focus on chart/graphics capability and/or forecast databases
  • Work as a collaborative team with IHS Markit colleagues and 3rd party contributors in North America and abroad
  • Willingness to learn, contribute and be part of the premier auto research team in the global automotive industry
  • Perform analyses and develop recommendations to improve operational and financial performance for clients
  • Download data from client systems, prepare a wide variety of analyses, and develop recommendations to clients for performance
  • Collaborate to plan client engagements.
  • Perform client interviews for selected operational areas as necessary.

List of Typical Skills For a Consulting Associate Resume

1

Skills For Financial Services Consulting Associate Resume

  • Experience in Financial close using Oracle EPM technologies: HFM and/or FCCS
  • Experience in Marketing Automation
  • Experience with Salesforce Marketing Cloud implementations
  • Experience in Salesforce Marketing Cloud implementation process development and project management
  • Experience with Hyperion Financial Management and/or Financial Data Quality Management
  • Working knowledge of at least one statistical software package such as R, SAS, WPS, MATLAB, etc
  • Aligning culture and talent strategy with business strategy
2

Skills For Mobility Consulting Associate Resume

  • Tuning and optimization of Planning and Essbase applications
  • Develop opportunities in hedging, basis trading, transportation planning and government programs
  • Certification in at least one of the following: HCM, Payroll, Compensation, Benefits, Time, Absence, Talent and Succession, Learning, or Recruiting
  • Functional knowledge of Financial Close, Planning, Forecasting, Financial analytics, Accounting
  • Provide technical/functional assistance in identifying, evaluating and developing systems and procedures that meet user-defined requirements
3

Skills For Senior Mobility Consulting Associate Resume

  • Appropriately influencing and negotiating with clients and; willingness to accept and integrate constructive feedback
  • Appropriately influencing and negotiating with clients and willingness to accept and integrate constructive feedback
  • Detailed understanding of Windows based operating systems and MS technologies
  • Workday Certification in at least one of the following: Integrations, Studio or Reporting
  • Action OI benchmarking tool
  • Create risk management and income protection for farmers with combined abilities of the CHS Hedging group
4

Skills For Consulting Associate Director Resume

  • Perform CRM application testing of configurations and customizations
  • Understandings of the capabilities of the Salesforce Marketing Cloud application
  • Consult on data integration and data reporting considerations
  • Complex Service Manager with potential dual report to a Group Director
  • Life & Health License, Series 7, Series 6, Series 66/65
  • Business Service Manager with potential dual report to a Group Director
  • Solid written communication and documentation skills to create and edit internal and client deliverables that are succinct, articulate and meet Huron’s standards of quality
  • Experience in reserves auditing and asset due diligence
  • Detail oriented with knowledge of Microsoft Office products
5

Skills For Risk Consulting Associate Resume

  • Demonstrated ability to work effectively either individually or in a team-oriented environment and ability to navigate and excel in a complex, heavily matrixed organization
  • Provide an independent, unbiased consulting service helping to build unique cropping, financial and marketing plans
  • Support and solicit farm clients (both crop and livestock) in regard to financial and marketing consulting services
  • Perform market analysis of all commodities to support hedging and trading decisions which maximize profit potential while effectively managing the risk of our clients in production agriculture
  • Collaborate with other CHS divisions offering services to farmers
6

Skills For Leadership Consulting Associate Resume

  • Develop and maintain productive working relationships with engagement team members and client personnel at all levels.
  • Manage expectations of deliverables and timing.
  • Prepare graphics and presentations as appropriate to identify potential savings and assist the client in understanding method and
  • Configure the application to meet a client's requirements using Microsoft Dynamics 365 CRM
  • Responsibility for market positions and delivery for all assigned accounts and/or commodities
  • Assist in the development of capabilities and performance measurements (Key Performance Indicators).
7

Skills For Accounting Consulting Associate Resume

  • Lead and/or participate in analysis session with clients to determine application requirements for new CRM implementations
  • Analyze client business processes to identify opportunities for improvement
  • Perform gap analysis between a client's requirements and the functionality within Microsoft Dynamics 365 CRM
  • Extend capability of CRM through creation of new entities, forms, work flows and reports
  • Determine third party applications to enhance and support the CRM system. Implement these third party applications as required
  • Design business processes and data flows between Microsoft Dynamics 365 CRM applications and other applications, such as back office/ERP applications
8

Skills For Salesforce Consulting Associate Resume

  • Design and write specifications for CRM customizations and integrations to be coded by CRM developers
  • Familiarity with Oracle’s Service Oriented Architecture, Hyperion EPM applications, and Oracle DRG (DRM Workflow)
  • Familiarity with concepts of functional governance
  • Has successfully participated in large-scale MDM and Enterprise Performance Management solutions
  • Development or configuration of custom SharePoint solutions for clients based upon the client's business requirements
  • Experience in analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users
  • BA/BS in Nursing with certifications in one of the following: CCDS, CPHQ, CCS
  • Healthcare provider experience with focused experience in process reengineering, project [work plan] management related to physician or medical group environment
  • Workday certification in at least one of the following: Integrations, Reporting or Studio
9

Skills For Institutional Consulting Associate Resume

  • Experience in one or more of the following areas: Workday Human Capital Management (HCM), Workday Financials or Workday Student functional configuration and implementation or technical integration
  • Experience with Hyperion Financial Management (HFM), Financial Consolidation and Close Cloud (FCCS), and/or Financial Data Quality Management
  • Workday Services functional certification
  • Troubleshoot and change/develop HFM VB script rules files
  • Work well in team environment remotely
  • Travel: 10-15% - for occasional client site visits
  • This role can be best anywhere in the Central Region
  • Work with minimal guidance in at least one of the following languages/concepts VB, .Net, Python, HTML, Java, statistical models and machine learning algorithms
10

Skills For Internal Consulting Associate Resume

  • Familiarity with Quality Assurance testing including: functional, integration, system, regression, and data driven testing experience in creating and developing strategic test plans, cases and reports
  • General understanding of the capabilities and constraints of the SFDC CRM application
  • Solid written and documentation skills and attention to detail to create and edit internal and client deliverables that are succinct, articulate and meet Huron’s standards of quality
  • Advanced knowledge of and experience working with MS Office programs and tools
  • Excellent written and documentation skills and attention to detail to create and edit internal and client deliverables that are succinct, articulate and meet Huron’s standards of quality

List of Typical Responsibilities For a Consulting Associate Resume

1

Responsibilities For Financial Services Consulting Associate Resume

  • Design learning solutions (courses, task simulators, etc.) that accomplish user adoption goals within project budget, and that fully engage and motivate the learner and demonstrate an awareness of the learner’s unique workflows and culture
  • Excellent written and communication skills (bilingual: French and English)
  • Experience with Hyperion Planning and Essbase
  • Experience with Hyperion Planning (or PBCS) and Essbase
  • 340B Drug Pricing Program pharmacy experience required
  • Experience with Hyperion Planning / PBCS and Essbase
  • Experience with Hyperion Financial Management and/or Financial Data Quality Management
  • Excellentes compétences en rédaction et en communication (bilingue: français et anglais)
  • Design the client’s online learning center (PromisePoint Community)
2

Responsibilities For Mobility Consulting Associate Resume

  • Contribute to the ongoing improvement of the company’s products, services, and development processes
  • Monthly and year-end closing assistance
  • Participate in projects evaluating Federal and State grant compliance and other compliance with regulatory requirements
  • Learn new software related to the accounting functions of an organization
  • Thrive in a fast-paced, client-centric team consultative environment encompassing multiple disciplines and product lines
  • Expérience d'au moins 2 à 5 ans avec Hyperion Planning / PBCS et Essbase
3

Responsibilities For Consulting Associate Director Resume

  • Une connaissance approfondie des processus financiers et fonctionnels
  • Volonté de voyager jusqu'à 80%
  • Master data analysis, design, implementation, and support of master data management applications and familiarity with EPM/BI applications
  • Experience with Oracle-Hyperion Data Relationship Management (Hyperion-DRM/previously Hyperion MDM/Razza) or Experience with Oracle-Hyperion Data Relationship Governance (DRG)
  • Understand corporate accounting concepts including: US GAAP and FASB regulations; consolidated financial statements; currency translation; and Sarbanes-Oxley compliance
4

Responsibilities For Risk Consulting Associate Resume

  • Recommend overall structure of an implementation model and decomposition of the system including views of the layers of the software, packages and components
  • Interpret client business needs and translate them into application and operational requirements
  • Support development staff by assisting with functionality questions, addressing testing issues, training on product deployment and delivery functions, as assigned
  • Is experienced in architecting a client solution and addressing customers’ needs and requirements
  • Work with consulting team to drive understanding of client models and strategies to drive origination efforts. ~ 10%
  • Feels comfortable interacting with senior executives, policy makers, and senior economists
  • Has in-depth knowledge of global demographic data/modelling in the context of labor market economics
  • Work with junior members of the team to enhance learning 10%
  • Develop long term roadmap and continued evolvement of the system
5

Responsibilities For Leadership Consulting Associate Resume

  • Deliver successful implementation, data design, and data validation for OFSAA and its various suite of applications ranging from PFT, FTP, LRM, ALM, FCCM, and Customer Insight for clients
  • Develop and maintain project plan
  • Responsible for building best practices within planning, forecasting and reporting processes and implementing new performance reporting, planning and forecasting processes within the Hyperion Planning toolset
  • Can develop new and sustainable business relationships
  • Provide excellent customer service skills including communication skills (both verbal and written), the ability to multi-task and follow up, as well as the ability to maintain a positive client experience while diffusing tense situations
  • Contribute to consulting projects as required and as driven by business needs by working either individually or under the direction of a consulting project leader, providing subject matter expertise in specifically subsurface technical areas andother assigned disciplines to support delivery of high-quality client-specific projects. ~ 75%
6

Responsibilities For Accounting Consulting Associate Resume

  • Continuously deepen and broaden subject matter expertise particularly in Upstream / energy Technology and Innovation and build external recognition by continuously interacting with clients, presenting at company and industry events, collaborating with sales/marketing and product management staff. ~ 5%
  • Train client staff on CRM use
  • Technical Skills: Advanced Office, GIS (Esri, MapInfo, QGIS, etc.), Data Visualization (Tableau, Qlik, etc.), experience preparing large data sets from multiple sources, knowledge of statistics
  • Experience working in an IRB/HRPP office of a University, hospital or research institute
  • Experience in financial modeling and complex data analysis
  • Business strategy, operations improvement, finance and budgeting and/or student life-cycle management experience
7

Responsibilities For Salesforce Consulting Associate Resume

  • Experience in research administration, research strategy/transformation, research operations, and/or regulatory compliance
  • Experience in Cancer Center
  • Traits: Self-motivated, works well independently and in team setting, ability to travel, problem solver
  • Broad understanding of general business concepts and disciplines and the impact of technology for process improvements
  • Knowledge of federal regulations related to grants administration and research compliance
  • Experience integrating student initiatives designed to attract and retain students, specifically in Bursar (Student Accounts), Financial Aid, and/or other areas supporting Student Success
  • Demonstrated knowledge in academic structure, organizational assessment, and strategic planning
8

Responsibilities For Institutional Consulting Associate Resume

  • Grants Management and/or Post-Award experience
  • Experience with at least one of the following CTMS / CRMS is preferable: Forte Research System’s OnCore™, Study Manager’s Reveal, Velos’s eResearch and Patient Protocol Manager
  • Experience working in an IRB/HRPP office of a university, hospital, or research institute
  • Superior phone-based communication
  • Audit preparation services

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