Financial Advisory Services Resume Sample

4.6
18 votes

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Santino Cormier
90403 Lindsay Key,  Philadelphia, PA
+1 (555) 322 4581

Work Experience


Financial Advisory Services Associate Chicago
04/2016 - PRESENT
Philadelphia, PA
  • Apply the Bank’s performance management system to direct reports, including establishing goals and objectives, assessing skilled knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness, and reviewing and recommending base and variable pay
  • Draft tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis
  • Supporting FAS portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors
  • Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
  • Establish working relationships with office colleagues and also external companies’ personnel
  • All aspects of preparing data for submission to various governing bodies in connection with anti-dumping and countervailing duty proceedings including combining data from a variety of sources into a specified format
  • Ad hoc analysis, data cleaning and validation of sales transactions, production costs, accounting data, and import and export trade statistics
Financial Analyst Financial Advisory Services
04/2009 - 01/2016
Dallas, TX
  • Planning the engagement approach
  • Monitoring the progress of work in relation to budgeted time and/or scheduled date of completion
  • Applying knowledge of financial statements, forensic accounting, and business processes, as applicable, to develop value-added solutions and advice for clients
  • Applying knowledge and comprehension of professional standards and governing principles to engagements
  • Becoming the primary point of contact for both the MP&S Director/Partner and the client, facilitating communications between the two by fielding client questions/concerns and resolving issues (with the Director/Partner’s support)
  • Ensuring the clients’ needs are met and questions are answered promptly
  • Supervising and reviewing the work of other personnel on an engagement
Business Analysts Financial Advisory Services Restructuring
06/2005 - 10/2008
Detroit, MI
  • Motivating and assisting lower level personnel in their professional development through both informal discussions during each engagement as well as through productive, timely completion of semi-annual evaluations
  • Identifying and communicating engagement issues and suggested solutions or conclusions to Directors and Partners
  • Drafting expert and other deliverable reports
  • Conducting seminars or training classes, publishing articles in professional publications, and/or attending networking events in order to enhance the Firm’s reputation as well as his/her own
  • Demonstrating continuing competency in his/her specialty area by staying up to date with professional publications and organizations
  • Assisting Directors/Partners with practice development of the service lines in which he/she practices
  • Maintaining a consistent attitude of professionalism and a strong interest in his/her career path

Education


Southern New Hampshire University - Portsmouth Campus
1999 - 2004
Bachelor's Degree in Accounting

Professional Skills


  • This job requires minimal lifting or prolonged periods of sitting or standing. The working environment provides minimal exposure to discomfort or risk to safety
  • Excellent verbal and written communication, experience presenting analyses to
  • Develop industry skills and qualifications
  • Experience using Ascend software would be considered an asset
  • Approximately six to ten years of real estate industry experience demonstrating solid real estate analytical capabilities
  • Proven ability to deliver the full cycle of project management
  • Experience in a professional services industry is ideal

How to write Financial Advisory Services Resume

Financial Advisory Services role is responsible for modeling, research, reporting, litigation, gis, training, finance, events, administration, contracts.
To write great resume for financial advisory services job, your resume must include:

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

Contact Information For Financial Advisory Services Resume

The section contact information is important in your financial advisory services 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 Services Resume

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

  • Communicate potential external audit risks and considerations when applying technical accounting guidance and structuring
  • Cross-serving: Involving & engaging multiple practice areas and geographies
  • Participate in buy-side, sell-side, restructuring and capital raising transaction advisory engagements
  • Research technical guidance and market practices around accounting and financial reporting issues
  • Collaborate closely with corporate finance, valuation and financial restructuring colleagues
  • Value companies based on discounted cash flow, comparable trading, and comparable transactions analyses

Education on a Financial Advisory Services Resume

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

When listing skills on your financial advisory services 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 services skills:

  • Conducting market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources
  • External consulting or advisory experience
  • Strong qualitative and quantitative research and analytical abilities
  • Collecting, manipulating and analyzing property, market and financial data, including
  • Working knowledge of financial reporting packages (Oracle, SAP, JD Edwards, etc.) is helpful
  • Assessing work performed by independent auditors

List of Typical Skills For a Financial Advisory Services Resume

1

Skills For Financial Analyst Financial Advisory Services Resume

  • Strong qualitative and quantitative research, data analytics and statistical abilities
  • B.A./B.S./B.B.A./Masters in finance, accounting, business, urban planning or applied economics
  • Course work in accounting, finance, real estate, law and/or urban planning
  • Active referral base which has created on-going, high quality, revenue opportunities
  • Build complex financial models utilizing Microsoft Excel
  • Possess a CPA, CFA, CF, MBA or other equivalent designation
  • Selling: Originating and selling engagements related to Financial Advisory Services including such initiatives as, Litigation, Investigations, Computer Forensics, Arbitration Services, Compliance, Money Laundering, and other general FAS services
2

Skills For Financial Advisory Services Associate Chicago Resume

  • Target: $ 4 - $5 million revenue generated and/ or managed annually
  • Identify opportunities for global firm related to matters with an Asian footprint
  • Exceptional work ethic is crucial
  • Or more experience in financial consulting (Financial Advisory/ Corporate Finance) or Investment Banking/ Merchant Banking, preferably in Corporate Finance Department with experience in areas such as business valuations, mergers & acquisitions, due diligence, financial modeling and re-structuring, raising debt or equity
  • A fundamental understanding of partnership agreements, waterfall cash-flow models, IRS regulations, real estate valuation and damage theory, methodologies, and applications
  • Strong knowledge of Microsoft Office (Excel, Word and PowerPoint),Tableau, and GIS
3

Skills For Financial Advisory Services Manager Resume

  • Exceptional work ethic and strong commitment to exceptional client service is crucial
  • Analyze companies from a financial, operational, competitive, and industry perspective
  • Perform transaction due diligence
  • Interview top management and owners of client businesses
  • Financial damage analysis and lost profits determination
4

Skills For Financial Advisory Services Associate Resume

  • Valuations of businesses, securities, intellectual property and other intangible assets
  • Expert reports and testimony
  • Support discussions with senior client executives and management
  • Support diligence projects through fieldwork, management meetings and desktop reviews
  • Draft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issues
  • Develop and review financial models
  • Develop professional network and relationships with firm, client and target professionals
5

Skills For Asia Financial Advisory Services Managing Director Resume

  • Review transaction agreements, customer and supplier contracts
  • The flexibility to constantly learn and adapt in a fast paced culture
  • Corporate finance analysis

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