Financial Senior Consultant Resume Sample

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Magali Braun
86373 Vena Hills,  Los Angeles, CA
+1 (555) 507 4363

Work Experience

Senior Financial Management Consultant
10/2017 - PRESENT
New York, NY
  • Desire and ability to review Consultant’s valuation work and provide constructive review
  • Identification of new engagement opportunities through existing clients
  • Work toward ASA, CFA, CPA or other relevant certification is desired
  • Execute and oversee all aspects of client fieldwork relating to business valuation engagements, including research financial statement analysis, analysis of intellectual property and other intangible assets
  • Understanding of valuation approaches, techniques and models
  • Understanding of, and ability to perform, computations for WACC, CAPM, OPM, equity and invested capital ratios, and market ratios
  • Review Consultant’s valuation analysis, and provide feedback
Senior Financial Consultant / Modeler
11/2013 - 07/2017
Phoenix, AZ
  • Identification of new engagement opportunities through existing and new clients
  • ASA, CFA, CPA or other relevant certification is desired but not required
  • Senior Workday (General Ledger) Consultant responsible for ensuring the successful implementation of Workday’s Financial Management solution
  • Learn and understand clients’ business requirements and work with the Lead Functional Architect to design, build, configure and test the Financial Management system
  • Becomes an expert in the Workday product suite, specializing and deepening his/her skill set within the Financial Management application
  • Collaborate with team and contribute to team’s Functional Workspace
  • Prepares clear and well-organized audit work papers that appropriately document the work performed, including audit comments, investigation summaries, and recommendations
  • Formulates appropriate conclusions regarding the adequacy of internal controls and procedures based on the audit work performed and knowledge of Company operations
  • Makes recommendations regarding corrective action and reviews audit findings with management
Senior Consultant, Financial Control
05/2011 - 10/2013
Philadelphia, PA
  • Strong interpersonal skills required including: written and verbal communications, ability to work with others, willingness to assist in areas outside of direct assignments when necessary, and commitment to self-improvement and completion of team objectives
  • Establish risk based audit programs
  • Coordinate and lead client engagements
  • Contribute to people-related initiatives and provide feedback when applicable to more junior team members
  • As a member of the team, help to create a positive learning culture
  • Performs thorough inquiry and data analysis to understand business operations and assist in developing project scope
  • Conducts project staff involved in the examination of a wide variety of activities
  • Perform discovery due diligence with clients to gather requirements, write the back- and middle-office business requirements and test code releases in both HFS’ integration and production environments
  • Partner with HFS IT’s external vendor on development approach related to new functionality


California State University, San Bernardino - Palm Desert Campus
2006 - 2010
Bachelor's Degree in Finance

Professional Skills

  • Excellent oral and written communication skills required, to effectively interact with internal and external customers and department staff
  • Excellent executive presence and presentation skills, with ability to influence at all levels
  • Prior experience with utilities rate studies and developing financial models, asset management, O&M and/or other utilities consulting
  • Strong sense of curiosity, affinity for detail, and track record of excellent performance
  • Uses their computer skills to support a variety of internal and external programs
  • Previous management consulting delivery experience with an engineering firm
  • Increasing business experience. 3 years of direct consulting with entrepreneurial ventures or 5 years of

How to write Financial Senior Consultant Resume

Financial Senior Consultant role is responsible for government, events, workday, leadership, excel, financial, finance, integration, recruiting, analysis.
To write great resume for financial senior consultant job, your resume must include:

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

Contact Information For Financial Senior Consultant Resume

The section contact information is important in your financial senior consultant 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 Senior Consultant Resume

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

  • Experience with Financial and Economic modeling, pricing and studies for Municipal, Industrial, State and/or Federal clients
  • Assisting our clients with their accounting and finance functions including financial close reporting and related support
  • Working in teams to improve client accounting operations including drafting policies and procedures
  • Assisting our clients with reconciling accounts and closing their books
  • Completing technical accounting research and preparation of white papers on accounting positions
  • Transitioning, upgrading, or implementing financial systems

Education on a Financial Senior Consultant Resume

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

When listing skills on your financial senior consultant 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 senior consultant skills:

  • Work on multiple assignments simultaneously, with strong organizational skills
  • Experience mentoring and leading staff and teams
  • Thorough understanding of Dell’s business priorities, strategy, and direction
  • Compare HFS’ initial balance sheet to the prior administrator
  • Financial management consulting experience
  • Experience with project management and client management

List of Typical Skills For a Financial Senior Consultant Resume


Skills For Senior Financial Management Consultant Resume

  • Providing financial staffing and related consulting support to corporations
  • Providing and preparing financial information request for clients
  • Drafting financial reports, including annual financial statements and related disclosures
  • Developing financial cash flow and profitability models an performing some financial analysis
  • Understanding of complex sales motions; Knowledge of the OEM business and market trends pertaining to such
  • Providing financial staffing support to corporations
  • Drafting financial reports, including annual financial statements

Skills For Senior Financial Consultant / Modeler Resume

  • Towing strength in business acumen & financial acumen
  • Developing financial models, cash flow and profitability forecasts
  • Actively participate within Financial Control working groups responsible for executing strategic initiatives
  • Provide technical expertise and assistance in devising new or revised tuition determination policies and procedures
  • Develop findings and recommendations for development and integration of effective activity based cost model for FSI reimbursable activity, alignment with Department of State and FSI goals, capabilities, and resources, improved financial tracking, accountability and reporting,, and an accurate and defendable system of tuition/cost recovery
  • Diagram and analyze work processes, functions, and activities; capture costs of doing business; trace the costs to individual activities; establish output measures; analyze resource consumption and cost and drivers; and implement process improvements
  • Recommend improvements and changes to existing processes and systems to increase the timeliness, reliability, and effectiveness of activity estimation and cost information; and meet important annual deadlines

Skills For Senior Consultant, Financial Control Resume

  • Standardize tuition determination methodologies, timelines, forecasting, data collection, tracking and reporting for streamlined processes and procedures
  • Provide foundation necessary to accurately forecast and project program budget/spending requirements related to reimbursable activity
  • Establish processes and models for FSI-wide implementation of Activity-Based Costing and cost recovery initiative
  • Develop process and methodology to provide Institute managers with quantitative data to inform decisions and develop projections. Provide FSI managers with information about the full and relevant costs of program activities, goods, and services, which enables managers to make informed decisions and to link program costs to reimbursable activities
  • Demonstrated proficiency with spreadsheets, databases, word processing, and slide presentation software
  • Knowledge of Kaiser’s accounting processes, systems and procedures
  • Development of accounting and finance tools/templates for use on future client engagements

Skills For Senior Financial Analysis Consultant Resume

  • Become a subject-matter expert on HFS’ proprietary system to answer questions on functionality/capability to assist with business problem solving
  • Develop, implement, and test improved internal data management and control procedures
  • Work with FSI staff to improve in-house capabilities to capture, validate, and report program activity and cost data, inform resource allocation decisions on actual/true costs for FSI activities, products, and services to improve FSI’s tuition determination process and accountability and reporting associated with reimbursable activity
  • Maneuver organizational politics, communicate clearly, and discern priorities
  • Professional work experience within
  • Consult the FSI/EX Executive team as determined appropriate by the COR/GTM
  • Strong background and deep knowledge in related disciplines (Finance, Sales Operations, Sales) including delivery on business & financial goals and strategy and manage a strong risk management and control environment

Skills For Accounting & Financial Senior Consultant Resume

  • Strong people skills, influencing & leadership skills
  • Provide support for Kaiser IT SOX, Compliance and Billing activities and strengthens control environment
  • Provide guidance to the team on critical projects management, customer engagements or business processes
  • Works collaboratively and is able to ask for and consider other’s ideas and contributions
  • CPA, CFA, PMP certifications
  • Identify Operational issues, assess risks, put in processes and improve processes
  • Involve in risk assessment on processes to ensure that appropriate controls are in place
  • Coordinate and facilitate internal and external audits
  • Facilitate the annual SOX certifications to be completed by the timeline

Skills For Senior Consultant Financial Services Industry Group Consulting Department Resume

  • Research and provide appropriate guidance on SOX controls, EUCs to stakeholders in Finance and Operations
  • Performs thorough inquiry and data analysis to understand business operations and assist in developing project scope. Works with broad discretion as to work details on assignments of a varied and difficult nature. Performs thorough inquiry and data analysis to understand business operations and assist in developing project scope
  • Rely on their strong technical background with financial modeling, and knowledge of industry accepted management practices, tools and techniques for utility operations and maintenance, asset management, and capital planning to support work on large Capital Projects
  • Use excellent oral and written communication skills, to communicate effectively with internal staff, Client Managers, including; relationship building and sales, preparing proposals, conducting effective client interviews and presentations, and preparing written reports
  • Interact with client and other shared services teams to obtain understanding of funds’ activities on a month to month basis

Skills For Senior Consultant Financial Accounting & Advisory Services Resume

  • Drive the accounting responsibilities related to new client launches and conversions
  • Implementing Financial software systems
  • Plans and develops business cases and strategies to support project needs
  • Maintains and increases professional and technical knowledge by attending workshops, association meetings/conferences, studying market trends and reviewing professional publications both regionally and nationally. {We are looking for consultants who possess a passion for innovation with the initiative to actively seek new knowledge}
  • Industry-recognized thought leader in Financial Advisory Services and extensive experience with and knowledge of AWWA M1-Principles of Water Rates, Fees, Charges and AWWA M29-Capital Financing Manual

Skills For Senior Consultant, Financial Crimes Resume

  • Frequent Speaker at industry conferences and technical seminars (Utility Management Conference, AWWA and Water Environment Federation) with specific focus on financial trends and considerations in the US Water Industry
  • Prior experience managing clients or in a client facing role; participating in client interviews, creating presentations and presenting at meetings individually or as part of a team and managing client’s expectations
  • Extensive knowledge of the Indiana & Midwest utility marketplace
  • Proficiency with MS Office Suite (Word, Excel, Outlook & PowerPoint)
  • Review month end net asset valuation packages
  • Prepare and review regulatory filings on behalf of client, as necessary (e.g. Form PF, CPO-PQR, AIFMD)

Skills For Senior Financial Valuation Consultant Resume

  • Review year-end Financial Statements and work directly with external auditors and client to ensure accuracy of each fund’s annual reports
  • Work integrally with international partners to troubleshoot queries and provide feedback related to the compilation of the month end net asset valuation packages
  • Experience implementing Workday, SAP, Oracle, PeopleSoft, NetSuite or similar applications
  • Proficient in Microsoft Excel and other MS Office applications
  • Perform the following on an engagement: understand client business requirements, configure the Workday solution, demonstrate the configurations through building prototype systems, convert data, assist the client in testing

Skills For Financial Management Senior Consultant Resume

  • Work with the client to convert legacy data into Workday
  • Understand and use Workday’s Implementation Methodology
  • Experience with at least 2 functional areas: General Ledger, Accounts Payable, Accounts Receivable, Procurement, Asset Management, Projects, Expenses, Financial Reporting/budgeting, Grants, Banking
  • Review current process and methodology for conformance to generally accepted principles, standards. methodologies and systems of Managerial Cost Accounting and Activity-based Costing, compliance with Reimbursable Authority under the Economy Act, the Foreign Service Act of 1980 (22 U.S.C. 4021), the Foreign Affairs Restructuring and Reform Act, and streamlined tuition determination processes

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