Financial Services Advisory Resume Sample

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Joannie Hand
45032 Maya Field,  Boston, MA
+1 (555) 603 6811

Work Experience

Financial Services Advisory Manager
06/2016 - PRESENT
San Francisco, CA
  • Mentor junior staff in the team, mainly through ‘on the job’ coaching but also helping to identify relevant learning and growth opportunities (including associated training needs)
  • Appreciation of the enhanced expectations of Internal Audit in the Financial Services sector (as set out in the publication by the Chartered Institute of Internal Auditors ‘Effective Internal Audit in the Financial Services Sector’, July 2013)
  • Mentor junior staff in the team, mainly through ‘on the job’ coaching but also helping to identify relevant learning and growth opportunities, including associated training needs
  • Strong appreciation of the enhanced expectations of Internal Audit in the Financial Services sector (as set out in the publication by the Chartered Institute of Internal Auditors ‘Effective Internal Audit in the Financial Services Sector’, July 2013)
  • Contribute to the profitable growth by ensuring clients engagements are executed in an efficient manner
  • Identify and follow up on opportunities to provide new services
  • Begins to extend network in business community, building beyond the immediate work group and client contacts
Financial Services Advisory
01/2011 - 02/2016
Detroit, MI
  • Focus on developing targeted accounts and key potential clients
  • Maximize revenue from existing clients and explore opportunities in the market
  • Participate in targeted clients' team meetings with other service lines
  • Ensure effective time utilization of EY team
  • Keep current on the market and monitor developments by competitors
  • Manage day-to-day client relationships and expectations
  • Deliver value to the client by providing knowledge and insight for improving the business
Financial Services, Advisory
10/2007 - 09/2010
Phoenix, AZ
  • Ensure client deliverables meet with internal Quality & risk Management expectations (actively consulting with partners/directors as required)
  • Interpret and manage the response to incoming PPM related RFP’s
  • Define detailed transformation plans to transform a client’s current PPM capability to that which is desired, supported by detailed cost / benefit analysis
  • Define internal PPM training, development and support materials to help build EY’s PPM capability
  • Understand clients’ needs and develops appropriate solutions
  • Digital and customer experience
  • The ability to provide excellent client service and manage and build strong relationships both internally and externally, coupled with a strong interest in further developing and integrating operations with technology skills; and awareness of emerging issues, including regulations, industry practices and new technologies
  • Identify new partnerships and manage the ‘on-boarding’ of those relationships, including managing any potential issues with respect to professional independence


Cleary University
2001 - 2006
Bachelor's Degree in Business Administration

Professional Skills

  • Outstanding consulting skills with the ability to empathise and engage with clients & flex style accordingly
  • Program coding knowledge and skills: SAS, VBA, Matlab (intermediate level
  • Financial Modelling – technical knowledge and skills in PD, EAD, LGD, Basel II (intermediate knowledge
  • Continuously build and master key technical, functional and professional skills
  • Create and direct high-performing teams across the firm through strong supervision, recruitment, networking, coaching, and mentoring
  • Working experience in Traded Market Risk of a large bank
  • Designing appropriate analysis for diagnostics and implementation, analyzing and interpreting ambiguous and complex information and relationships

How to write Financial Services Advisory Resume

Financial Services Advisory role is responsible for credit, retail, finance, training, integration, architecture, reporting, design, research, digital.
To write great resume for financial services advisory job, your resume must include:

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

Contact Information For Financial Services Advisory Resume

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

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

  • Elevate Grant Thornton’s reputation and brand within the industry by proactively teaming with partners and presenting new ideas and thought leadership to key buyers and influencers
  • Proven record of expanding existing accounts within an organization using relationship based business development skills
  • Technical proficiency and an eagerness to expand skills and develop knowledge
  • Good understanding of business principles
  • Relevant experience in industry or in a big 4 or consulting environment
  • Good comprehensive understanding of Finance function

Education on a Financial Services Advisory Resume

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

When listing skills on your financial services 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 services advisory skills:

  • Good skills in analysis and report writing
  • Effectively and efficiently prioritise
  • Effectively uses time, equipment and resource
  • Proven experience successfully delivering B2B partnerships in a professional services environment
  • Self-motivated and ambitious with ability to motivate other s and lead the team effectively
  • Experience in drafting of final presentations and reports for business

List of Typical Experience For a Financial Services Advisory Resume


Experience For Fsa-financial Services Advisory Resume

  • Develop and maintain close client relationships at executive and senior manager level
  • Develop and promote EY solutions and thought leadership, based on in depth knowledge of the industry and EY service lines
  • Design, develop and deliver quality proposals tailored to clients needs
  • Delivery and practice development
  • On the job executive and senior management level client engagement
  • Act as ‘subject matter expert’ provide quality professional & technical advice
  • Project manage large and complex programs and projects

Experience For Financial Services Advisory Manager Resume

  • Lead major streams of work in insurance strategy, business transformation, operations / IT projects
  • Design and review of end-to-end risk management frameworks
  • Design and review of governance and organisational structure
  • Solvency II readiness support
  • Consumer Protection / Conduct Risk
  • Exciting career growth prospects with remuneration to match the prospect of working closely with professionals who are leaders in their fields. The opportunity to explore less traditional actuarial fields and be involved in leading edge projects

Experience For Financial Services Advisory Exp Associate Resume

  • A large team of professionals to support business and professional growth and provide project resources
  • The international Deloitte network provides opportunities to travel and access to International best practice
  • Quickly adapt to new environment
  • Financial services and market regulations knowledge and application: regulation 23, IAS39, IFRS 9 (intermediate level)
  • Develop and design general credit models
  • Manage a junior resource pool of 10 analysts

Experience For Financial Services, Advisory Resume

  • Actively collaborate with stakeholders to clarify requirements and define test cases
  • Provide technical assistance to the broader Financial Services Advisory team as and when required
  • Develop new product offerings to clients in Basel regulatory space
  • Develop operational and strategic relationships with clients
  • Manage junior resource pool of audit clerks on engagements

Experience For Financial Services Advisory, Risk Manager Resume

  • In Traded Market Risk
  • Customer and engagement management
  • Data Quality and Governance developing an organisation that treats data as a critical enterprise asset and sources quality data for business use and regulatory compliance. This includes examining the fitness for purpose of data for specific business needs, data remediation, and the strategy, roles, policies and processes to effectively manage data through its lifecycle

List of Typical Skills For a Financial Services Advisory Resume


Skills For Fsa-financial Services Advisory Resume

  • Solid technical knowledge in specific functional area
  • Experience within a similar role
  • Strong interest in finance, financial risk management or investments
  • Build effective networks
  • Industry experience and knowledge in Credit risk, Valuations, Enterprise Risk, Market Risk, Treasury and Regulatory compliance (intermediate level)
  • Five (5) or more years of experience in regulatory and compliance services required
  • Risk management culture and effectiveness design and review
  • Experience with development tools: C#, .NET, CSS, Javascript
  • Reporting design, architecture and implementation of enterprise reporting solutions

Skills For Financial Services Advisory Manager Resume

  • Adopt a global approach to networking, building eminence and assembling teams to best serve clients
  • Take ownership of projects (budgeting, billing, resourcing)
  • Integrated risk and finance budgeting and strategic planning
  • Managerial cost accounting, financial modeling and industry systems/processes
  • Flexibility i.e. the ability to adapt quickly to changing environments and changing requirements
  • Articulate an informed opinion on leading edge technologies and how they affect emerging business models in domain area

Skills For Financial Services Advisory Exp Associate Resume

  • Knowledge of PPM and market leading tools including CA Technology’s Clarity
  • Analytics, including operational analytics, predictive analytics, industry models, analytics enablement and financial crime
  • Financial modelling across all financial institutions (Excel, VBA, C#, cloud based solutions)
  • Deliver exceptional client service maximize results and drive high performance from people while fostering collaboration across businesses and borders
  • Can communicate complex technical issues in a manner that is accessible to a non-technical client audience

Skills For Financial Services, Advisory Resume

  • Data Management and Integration
  • Balance sheet management across banks and insurers
  • Enterprise Risk Management (ERM) across banks and insurers
  • Risk and capital management (stress testing, risk and capital aggregation and allocation, Economic Capital (EC) modelling and risk type measurement and monitoring)
  • Asset and Liability Management (Dynamic hedging, macro hedge accounting, strategic and tactical asset allocation and shareholder portfolio management)

Skills For Financial Services Advisory, Risk Manager Resume

  • Risk appetite and risk strategy (risk appetite statements, setting and allocating risk appetite)
  • Resource management (performance measurement and incentivisation, portfolio optimisation)
  • Treasury management (financial institutions as well as corporates)
  • Assist Senior Manager with budgets, engagement management and proposals as required from time to time
  • Fully competent in Microsoft suite, and programs relevant to role
  • Data Management and Integration providing the foundational layers for enterprise data accessibility, covering data sourcing and integration, data warehouse and modelling, master data management and data rationalisation and migration

Skills For Financial Services Advisory, Associate Resume

  • Reporting design, architecture and implementation of enterprise reporting solutions. This includes the end-to-end reporting lifecycle across advisory and strategy, identifying compliance reporting trouble spots and delivering achievable roadmaps, to vendor selection, design and implementation; and
  • Good understanding of the financial services marketplace, as well as industry trends and issues
  • Strong client service orientation, with a commercial flair
  • Need to have 2-4 years credit experience at a Bank or Consultancy
  • Lead projects and provide strategic direction across the account to deliver a superior client experience
  • Chartered Accountant, CPA or CIMA qualified

Skills For Financial Services Advisory Capital Markets Resume

  • Self-starter – ability to solve problems independently and resourceful
  • Seven years’ consulting and advisory experience in the Financial Services Industry (Commercial and/or Retail Banking, Compliance (Consumer Protection and/or AML), Regulatory) or related consulting experience
  • Proven record in selling complex services and solutions at the C-level of Russell 2000 and Fortune 1000 companies
  • Ideally pursuing a CFA or FRM (or equivalent recognized Risk Management Certification)
  • Desired - 3 years in a client facing role within financial services
  • Global developments in auditing, and governance
  • The ability to thrive in a busy environment with multiple deliverables

Skills For Financial Services Advisory Digital Consultants Banking Resume

  • The ability to interact in a team environment
  • The ability to find innovative solutions to complex and often unusual challenges
  • Advise the client to make decisions that positively impact return on investment; provides subject matter expertise on sector trends and leading practices
  • Make decisions with confidence based on analysis of available information to drive business success
  • Generate innovative ideas and turn them into profitable business opportunities for our clients and the Firm
  • Leverage financial information and business case to build support for a solution
  • Project confidence, establish credibility with and influence clients at all levels
  • Sell potential and current clients on Deloitte’s services and negotiate profitable transactions for the Firm
  • Combine domain expertise and sector specialization to create customized solutions for clients

Skills For Financial Services Advisory Resume

  • Guide business leaders to make informed decisions to maximize their return on capital and sustain their transformative efforts
  • National Diploma in relevant function (3 years)
  • Excellent written and verbal communication skills, coupled with a strong interest in developing your skill set around design, development & integration of business operations and technology
  • Manage and expand a testing environment, including the design, development and maintenance of said tests
  • Manage a client-facing software platform, including the development of upgrades as required
  • Financial Crime (including anti-money laundering and financial sanctions)
  • Assist in the technical development and implementation of software leveraging R/Shiny, HTML, JavaScript and/or C#
  • Compliance readiness reviews on specific regulatory risks (Compliance and Risk Monitoring

Skills For Fsa-financial Services Advisory Resume

  • Legal entity structuring
  • Basel III/ CRD IV
  • New or amended authorisations
  • Interact in a team-environment and manage a team
  • Find innovative solutions to complex and often unusual challenges
  • Work well with clients

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