Financial Advisory Resume Sample

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Rudy Mayert
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Work Experience

Financial Advisory Senior Manager
12/2017 - PRESENT
Boston, MA
  • Accounting, Finance, Math, Economics or other related degrees
  • Providing clients with high quality service and a differentiated client experience, handling all client issues and problems to the clients’ satisfaction
  • Marketing experience is desirable, covering all aspects of the marketing mix, preferably in professional services but this is not essential
  • Possibility of taking a leader’s role and establishing own team of financial advisory professionals
  • Professional experience in audit, financial controlling or transaction services experience,
  • Knowledge and understanding of accounting principles and financial reports,
  • Advanced Microsoft Office user (Excel, Word and PowerPoint),
  • A strong command of spoken and written English and Polish,
Financial Advisory
08/2011 - 06/2017
Chicago, IL
  • Proven ability to build an external and internal client base (cross-functional)
  • Gaining a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; having a clear understanding of the firm’s commitment to creating a more inclusive culture
  • Between 2-5 (Senior) or 5-7 (Senior Manager) years of transaction services experience in a global audit and consulting company
  • Broad financial and commercial experience, having demonstrated achievement either within a professional services organisation, corporate entities. Only for FSI specialisation: Experience in an advisory role for financial institutions and insurance companies with a focus on accounting, the supervisory board framework and risk management
  • Evidence of team leadership and management ability, client-focused approach ensuring a high quality of service and strong report writing and reviewing skills, with an appropriate focus on conciseness and risk management
  • Experience of sale and purchase agreement negotiations as well as ACCA / CPA or equivalent qualification/experience would be an advantage
  • Build an in-depth knowledge of the client’s business and stays up-to-date on industry activities, marketplace trends, and leading practices
Team Assistant to Financial Advisory Department
06/2004 - 05/2011
Phoenix, AZ
  • Demonstrated leadership, problem solving skills and experience,
  • Work effectively in teams with both clients and other Deloitte professionals,
  • Focus on high quality service
  • Involve in the engagement team during fieldwork
  • Perform accounting and financial analysis
  • Perform market and industry analysis
  • Support Financial Planners in evaluating customers’ needs and providing solutions in the areas of HNW wealth transfer strategies, estate planning and succession planning needs
  • Oversee the team’s activities and review client deliverables, including review of engagement letters and assignment scopes


Palm Beach Atlantic University
1998 - 2003
Bachelor's Degree in Finance

Professional Skills

  • Have strong negotiating and influencing skills
  • Demonstrated experience in scoping, pricing and delivering analytic engagements
  • Good command in English, both speaking and writing skills
  • A demonstrated ability to work collaboratively toward common goals and past experience in leading analytics professionals
  • A demonstrated ability to work collaboratively toward common goals and past experience in leading a team of professionals
  • Be willing to work under supervision and learn new skills quickly; and
  • Experience with a "Big 4" or national consulting firm providing litigation consulting, financial investigation, and forensic accounting services

How to write Financial Advisory Resume

Financial Advisory role is responsible for analytical, software, reporting, focus, microsoft, leadership, excel, architecture, auditing, security.
To write great resume for financial advisory job, your resume must include:

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

Contact Information For Financial Advisory Resume

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

Work Experience in Your Financial Advisory Resume

The section work experience is an essential part of your financial 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 financial 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 financial advisory position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Advisory resume experience can include:

  • Effective communicator with strong analytical and organizational skills
  • Strong interpersonal skills with experience to work in cross-border team environments and with significant client face time
  • Recruit and retain future leaders of the firm. Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues
  • Excellent analytical, communication, organizational, and interpersonal skills
  • Excellent detail and organizational skills
  • Lead engagements with strong project and client management skills, and to think strategically and help clients assess their problems

Education on a Financial Advisory Resume

Make sure to make education a priority on your financial advisory resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial 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 Financial Advisory Resume

When listing skills on your financial 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 financial advisory skills:

  • Excellent interpersonal relations and demonstrated ability to work well with others effectively in team
  • Strong motivation and interests in forensic topics as well as analytical and conceptual skills with attention to detail; able to learn new material quickly
  • Good verbal and written communication skills in both English a
  • Strong excel skills - quick and accurate manipulation of data
  • Engaging presentation style and visual communication skills and great stakeholder management
  • Manage project timelines and client deliverables effectively while collaborating extensively with clients and other Deloitte teams

List of Typical Experience For a Financial Advisory Resume


Experience For Financial Advisory Senior Manager Resume

  • Communicate effectively both verbally and in writing with English proficiency
  • Effectively work with the Central and West Region valuation service line leaders to achieve the goals and objectives of the business unit and service line
  • Advanced skills with Microsoft Office and Argus Enterprise
  • One or more years experience in providing litigation, investigation, and forensic accounting services
  • Two (2) to six (6) years of work experience providing litigation, investigation, and forensic accounting services

Experience For Controller, Global Financial Advisory Resume

  • Current or recent experience in a public accounting environment or in the Gaming & Hospitality industry
  • Strong understanding of finance and economic concepts and application of financial theory
  • Experience providing commercial real estate appraisal services, preferably with a national professional services firm
  • Draw upon your demonstrated technical, industry and valuation knowledge to become a trusted advisor to our clients

Experience For Head of High Networth Agency & Financial Advisory Resume

  • Commercial real estate appraisal or valuation advisory experience
  • Experiences (Assistant Manager)
  • Experiences (Manager / Senior Manager)
  • Proven ability to deliver the full cycle of project management, balance multiple client projects and other responsibilities
  • Valuations and transactions experience
  • Knowledge of database programming (PL/SQL) and database technologies, such as Oracle, Microsoft SQL server and MySQL, and experience in database design
  • Experience or knowledge of digital forensic, cyber forensic, forensic investigation, and Electronic Discovery (eDiscovery)
  • Have very good knowledge of MS Office (Power Point, Excel, Outlook, and Word)

Experience For Manager Risk Management Financial Advisory Shanghai Resume

  • Business valuation experience (Preferably from a global or national firm environment)
  • Database experience with IDEA, ACL, MS Access, SQL and/or other data analysis software programs
  • Analyzing financial statements, accounting records and tax returns
  • Formatting reports, marketing collateral, presentations and client documentations
  • Understanding of the application of text analytics to eDiscovery ‘Technology Assisted Review’ methodologies
  • Performing valuations using various methodologies such as discounted cash flow analysis, transaction research, and market analysis
  • Develop and deliver Anti-Money Laundering training
  • Perform transaction monitoring including the clearance of alerts and suspicious transactions

Experience For Financial Advisory Senior Analyst Resume

  • Assess adequacy of ongoing monitoring programs
  • Extensive diary (multiple time zones), daily planning (forward planning) and inbox management for Partners
  • Participate in marketing events, business development and proposal writing
  • Assist with preparing and presenting the results of our analysis in a clear and concise manner; assist in proposals and executive presentations
  • Assess adequacy of procedures for the identification of unusual activity and reporting of suspicious activities

Experience For Financial Advisory Senior Associate Resume

  • Minute meetings and ensuring all actions are followed-up/completed
  • Work in collaborative team performing research and analysis for a variety of projects
  • Assistance with presentations and client marketing strategies/plans
  • Independently gathering in-depth client related economic, industry, and market data
  • Attained or progress towards attaining CPA, CFE, CFF, ABV, or ASA certifications

Experience For Financial Advisory Manager Resume

  • Recognizes emerging technical and industry developments
  • Directly reporting to the National Leader of Financial Investigations and Dispute Advisory Services
  • Management of billing, WIP reports, expenses and timesheets
  • We are particularly interested in hearing from people with a keen eye for
  • Your natural confidence means building client relationships comes easily to
  • FINRA Series 24 obtained or Willing to obtain within 6 to 12 months of employment
  • Interest in pursuing a career in company Secretarial & Registration
  • In-depth report writing
  • Technical knowledge of Windows operating systems, e.g., Windows Registry, Active Directory, WMI, Windows domain and file system, etc

Experience For Senior Manager Financial Advisory for Financial Services Resume

  • Able to work under tight schedule and in multi-tasking manner context
  • Recognized Anti-Money Laundering qualification such as CAMS
  • A working knowledge of Bermuda laws and regulations preferable
  • ASA or ABV credential or substantial progress toward achieving- Masters in Business Administration or related field
  • Practice development and management, marketing and thought leadership as it relates to private equity groups
  • Participate in Deloitte’s risk mechanism for client and engagement acceptance
  • Extracting data from client’s core business database and applying selected libraries of our analytical models to gain particular insight, e.g., fraud red flag, trend, patterns, or anomalies
  • Stay up-to-date on industry activities, marketplace trends, and leading practices
  • Create and develop risk and control registers

Experience For Team Assistant to Financial Advisory Department Resume

  • Co-ordination of group off-sites and events – across the Asia Pacific region
  • Frequent travel co-ordination – international and domestic
  • Diary management, travel and e-mail co-ordination
  • Ad-hoc administrative support tasks as required by team
  • Statutory diary lines, compliance returns, case reviews etc
  • Manage the client relationship on a daily basis and cultivate relationships by sharing your knowledge and leveraging prevalent methodologies and current legislation
  • Lead the production of relevant liquidation documents, financial statements and reports

Experience For Senior Consultants Financial Advisory Forensic Resume

  • Participate in the due diligence process and conduct business and industry research as required
  • Ensure statutory compliance and adherence to current legislation, best practices, and Deloitte's internal policies and procedures
  • Participate in client presentations and meetings where appropriate
  • Take responsibility for completion of the statutory tasks of a liquidation in line with statutory rules or industry best practice as appropriate
  • Complete parts of Deloitte’s risk mechanism for client and engagement acceptance
  • Assisting in the delivery of Independent Business Reviews and Strategic Performance Reviews that often extend to follow-on engagements spanning business improvement, organisation development, corporate restructure, cost reduction, merger and acquisition and business stabilisation programs

List of Typical Skills For a Financial Advisory Resume


Skills For Financial Advisory Senior Manager Resume

  • Strong report writing and reviewing skills, with an appropriate focus on attention to detail, conciseness and risk management
  • Good analytical skills and be able to work independently with the projects assigned
  • Outstanding teamwork, communication and interpersonal skills
  • Advanced presentation skills, including interaction with members of senior management
  • Demonstrate experience with a range of languages / tools such as: SQL / R / Alteryx / Python / Tableau / QlikView / GitHub / VBA

Skills For Controller, Global Financial Advisory Resume

  • Demonstrate a proven technical excellence in order to manage and execute complex forensic projects
  • Apply finance knowledge to effectively diagnose a crisis situation and/or help stabilize a client’s business
  • Willing to travel when required and have a very good command of English and German/French. Any other additional language would be an advantage
  • Existing experience in using IPS or a similar insolvency case management system
  • A personal commitment to continuous learning with a demonstrated record of keeping up to date with emerging analytics toolsets, approaches and methods

Skills For Head of High Networth Agency & Financial Advisory Resume

  • Experience performing valuations for tax reporting, financial reporting and litigation support purposes
  • Experience in public auditing and accounting, preferably with Big Audit Firms with at least 2 years in a Transaction environment
  • Previous experience working for or consulting to Government on matters of financial performance, financial management and service delivery improvement
  • Successful experience in cultivating new business and related market-facing activities
  • Strong financial literacy with a developed understanding of value drives that underpin financial performance
  • Demonstrated an ability to drive the delivery of engagements and help your clients execute complex transactions while managing a team of technical specialists
  • Experience in a managerial capacity and also operating in an offshore jurisdiction
  • Professional experience in investigations, forensic accounting, compliance/ AML, or litigation services in a professional service firm

Skills For Manager Risk Management Financial Advisory Shanghai Resume

  • Skilled in building internal and external relationships
  • Experience working with government departments such as Health, Human Services or Education would be an advantage
  • Experience working with government departments such as Health, Human Services, Treasury or Education would be an advantage
  • Good understanding of complex corporate, investment and trust structures
  • Experience in banking and financial services preferable
  • Nice to have, internship and/or any other compliance / Fiscal / Banking experience
  • Previous experience in in compliance/AML, KYC for the Financial Services industry, technical accounting, audit

Skills For Financial Advisory Senior Analyst Resume

  • Strong commitment, ability to multi-task and self-motivated to meet deadlines while producing high quality output
  • Strong working knowledge of MS Office: Excel, Work and PowerPoint
  • Experience selling business valuation service to private equity groups
  • Experience valuing complex financial instruments
  • At least two years relevant experience in financial modelling or similar analytical role
  • Excellent academic results in a relevant tertiary qualification (Economics, Mathematics, Actuarial studies, Commerce, Finance, Engineering)
  • Some technical background with understanding and/or hands-on experience in software development and web technologies
  • Leverage on your education and experience to develop your understanding of our clients’ business
  • Some experience within in a Finance/ Commerce or analytics role

Skills For Financial Advisory Senior Associate Resume

  • A strong desire to challenge yourself to develop your career in Financial Advisory
  • Testing of Customer Due Diligence files including mapping of complex structures
  • Preparing and drafting creditor reports including receipts and payment accounts
  • Analyzing and reconstructing fraudulent transactions, complex transactions, financial statements, tracing funds and other assets, etc.
  • Retrieving electronic artefacts and Internet history from the operating systems to determine user’s behavior or suspicious usage patterns
  • Responding to creditors queries and answering correspondence
  • Preparing for and drafting CDDA submissions

Skills For Financial Advisory Manager Resume

  • Agreeing creditor claims and calculating creditor distributions
  • Providing training to junior team members
  • Guiding Boards, management teams and other key stakeholders through challenging financial and operational situations
  • Assisting with preparation of thought leadership and strategy
  • Preparing slides, presentations and documents for meetings – both at a local, National and Executive level
  • Organising client functions and events
  • Drafting letters and statutory documents

Skills For Senior Manager Financial Advisory for Financial Services Resume

  • Preparing receipt and expenses vouchers and journals
  • Working with our Joint Venture team to complete tasks
  • Ensuring best practice/firm/regulatory requirements are adhered to
  • Restructuring (service reconfiguration, & transmission of business)
  • Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting; and

Skills For Team Assistant to Financial Advisory Department Resume

  • Maintaining an established referral network, pipeline of potential private equity clients
  • Contributing thought leadership in practice area
  • Assist in analyzing financial data, reviewing accounting records, researching comparable companies and developing financial models
  • Help to drive practice growth and business development (proposal writing, events, public speaking, article writing, and targeted marketing initiatives)
  • Assess Anti-Money Laundering programs including identifying gaps in regulatory requirements and controls

Skills For Senior Consultants Financial Advisory Forensic Resume

  • Draft policies and procedures including compliance manuals that meet Bermuda Anti-Money Laundering/Anti-Terrorist Financing regulatory requirements
  • Mentor junior team members by coaching and assisting them in the management of their work and through on-the-job and in-house training courses
  • Data mining and analysis, including database construction of financial records, accounting data, database extracts, etc.
  • Understand data in the context of financial reporting and decision making
  • A talent in balancing multiple engagements and responsibilities while providing exceptional client service
  • An Accounting or Commerce background, and related post-graduate qualification or currently studying (e.g. CA, CFA...)
  • Knowledge of international Anti-Money Laundering/Anti-Terrorist Financing regimes
  • Review risk assessment procedures assessing Anti-Money Laundering risk of organizations and customers
  • Review Anti-Money Laundering training for compliance with regulations

List of Typical Responsibilities For a Financial Advisory Resume


Responsibilities For Financial Advisory Senior Manager Resume

  • Managing project teams to deliver timely and high quality outputs, whilst simultaneously playing a critically valuable coaching role in developing the careers of junior team members
  • Leverage your existing network and personal brand in the marketplace to drive growth for the valuation services practice; including: identifying and securing new opportunities
  • Establish and maintain an effective sales and marketing presence in the valuation services practice area including networking with peers in other geographic markets and in other areas of assurance, tax and business consulting
  • Six or more years’ experience providing commercial real estate appraisal services, preferably with a national professional services firm
  • A professional qualification / certification in real estate appraising and significant industry experience
  • Promote cross selling and integration of service lines to our clients
  • Provide valuation expertise to our audit teams
  • Supervise Associates on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment

Responsibilities For Controller, Global Financial Advisory Resume

  • Current or recent experience in a public accounting environment or in the Gaming & Hospitality industry
  • Energy experience is a benefit
  • Identify issues and flaws in methodology and assumptions in various analyses
  • Technical knowledge of real estate property as an investment class, along with knowledge of discounted cash flow models and the construction of capitalization rates
  • Develop strong relationships with centers of influence and professionals
  • Assist management of overall client relationships to exceed client satisfaction
  • Business valuation experience (Preferably from a global or national firm environment with emphasis on valuations for tax reporting and financial reporting purposes)

Responsibilities For Head of High Networth Agency & Financial Advisory Resume

  • Technical knowledge of real estate property as an investment class, along with knowledge of discounted cash flow models and the construction of capitalization and discount rates
  • Willingness to travel to client sites and other RSM offices as needed
  • Flexibility to meet client deadlines/demands and eagerness to exceed client expectations
  • Eagerness and willingness to learn, work and develop in a fast-paced, team-oriented environment
  • Demonstrated ability to work independently (within a team environment) to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues

Responsibilities For Manager Risk Management Financial Advisory Shanghai Resume

  • Self-starter who can work independently with minimal supervision, has the ability to balance multiple priorities, has strong organizational and time management skills, and has a natural aptitude for solving problems
  • Performs cash flow modeling, market data research, valuations, underwriting and due diligence
  • Prepares written real estate valuation reviews
  • Intermittent travel is required
  • Provide clients with pre-/post- M&A advisory (pre-acquisition earnings impacts, management buy-outs, and strategic advisory)
  • Primary advisor to clients/manage engagement team members
  • Manager/Oversee/Train/develop other business valuation professionals
  • High level diary and e-mail management for Partners

Responsibilities For Financial Advisory Senior Analyst Resume

  • Event Co-ordination and project support
  • FINRA Series 7, 63 licensed required
  • Professional Certification - either Chartered Accountant or ACA, ACCA, CPA, MBA, Corporate Finance Diploma or CFA
  • Demonstrate interest in gaining a deep understanding of the range of services offered by Financial Advisory and a willingness to engage with senior stakeholders
  • M&A and corporate finance advisory business origination and transaction execution experience acquired from reputable international investment banks, M&A boutiques or professional firms and corporations
  • Experience in transactions involving listed companies in Hong Kong under Hong Kong Listing Rules and Hong Kong Takeover Codes
  • Good academic background in Accounting or Finance

Responsibilities For Financial Advisory Senior Associate Resume

  • Completion of, or currently pursuing, a qualification (CBV, ASA, CFA)
  • CPA, CFA, CFE, MBA or other equivalent designation (completed or in
  • A professional accountancy designation (CPA, CA, ACCA, ACA)
  • In a professional services firm, Big 4 preferable
  • Well versed in relevant methodologies and practices
  • Conduct thorough research and leverage relevant tools such as Bloomberg
  • At least 17 points at 'A' Level
  • A First Grade in 'O' Level (with credit 3 in English) or equivalent
  • Meet tight deadlines and work well within a team oriented environment

Responsibilities For Financial Advisory Manager Resume

  • Applicable appraisal designation (e.g., ASA, RICS)
  • Strong computer skills including MS Office (especially Excel), analytic and problem solving expertise, and strong verbal and written communication abilities are critical
  • Travel to meet client needs (estimated to be 30% to 50%)
  • Oversee multiple business valuation and financial advisory engagements simultaneously
  • Masters in Business Administration or related field

Responsibilities For Senior Manager Financial Advisory for Financial Services Resume

  • Extensive travel co-ordination
  • CPA, CFE, CFF certifications
  • A positive and team oriented approach
  • Professional Certifications: ABV/CPA, ASA or CFA
  • Industry expertise in either: Health Care, Financial Institutions or Alternative Investments

Responsibilities For Team Assistant to Financial Advisory Department Resume

  • Exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a ""Big 4"" or national consulting firm providing valuation services including valuation for financial reporting, tax reporting and litigation support
  • In Management/Leadership/Supervisory experience
  • Excellent oral and written communicator (English and Hungarian languages); advanced use of MS Word, Excel and PowerPoint packages
  • Open mind-set to do a wide range of work as required to help a small but successful team expand. Commitment to deliver to sometimes challenging timetables
  • Flexibility to travel to clients and other RSM’s offices
  • Help in organization of unit’s social events
  • Desire to work in an advisory consulting environment and build a business and a career in professional services. This suits a self-starter type person who takes initiatives and delivers results

Responsibilities For Senior Consultants Financial Advisory Forensic Resume

  • The self-confidence/appetite to be involved in business development activities
  • Analytical and logical problem solving skills that can be applied across a range of industries and Government portfolios and complex issues, coupled with advanced Excel skills
  • A strong desire to challenge yourself to develop your long term career in our dedicated Deloitte Modelling team supporting both our local and national client network
  • Solid deep financial analysis experience

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