Advisory Analyst Resume Sample
Kyleigh Schowalter
17385 Leonard Plaza,
Los Angeles,
CA
+1 (555) 436 2351
Work Experience
Senior Advisory Analyst
05/2015
-
PRESENT
Phoenix, AZ
- Experience performing data analysis CPG industry experience
- Strong working knowledge of syndicated data e.g. AC Nielsen Advanced Excel and PowerPoint skills
- Ensure that Business Lines / Corporate Office areas are aware of the AML/ATF legislation and regulations under which they are governed
- Monitor and communicate on emerging ML/TF and Sanctions risks
- Provide guidance to Businesses and Corporate Office areas in establishing, executing and assessing the effectiveness of day-to-day AML/ATF risk and compliance management controls
- Provide independent assessments of AML/ATF/Sanctions/Anti-Bribery, Anti-Corruption (ABAC) control effectiveness and reporting of material issues
- Provide guidance on day-to-day AML/ATF matters affecting the business based on regulatory compliance requirements and industry best practice, including, but not limited to, customer identification and due diligence, enhanced due diligence, policy, governance, training and/or compliance assurance and testing
Advisory Analyst
04/2008
-
01/2015
Houston, TX
- Provide/Execute skilled AML research, risk assessment, reporting and/or analytical support in a timely manner
- Assist/Partner in the development and implementation of appropriate AML/ATF policies, processes and controls
- Support the facilitation of periodic AML risk and self-assessment activities for designated business using TD’s enterprise AML risk assessment framework
- Ensure that assessments (monitoring, risk assessment, etc.) are completed and communicated in a dynamic and timely fashion
- Handle matters escalated for the identification of suspicious activity, or identified through the enhanced due diligence process in accordance with established processes and protocols, and assist in ensuring that the business takes appropriate steps to address those activities and customers
- Work collaboratively with business and control partners within the organization
- Prepare and deliver management reporting necessary to ensure accurate and thorough measurement of the risk factors present in various products
AML Advisory Analyst
03/2002
-
03/2008
Los Angeles, CA
- Proactively identify matters which require additional attention and present objective and independent opinion on the adequacy of AML/Sanctions/ABAC processes and controls and opportunities to enhance those controls
- Present objective and independent opinions on the adequacy of AML/Sanctions and ABAC processes and controls in accordance with regulatory and internal requirements, and liaise with appropriate GAML and business partners to resolve
- Review and provide feedback on business line policies and GAML Team procedures
- Analyze AML/ATF compliance requirements and ensure they are properly written into requirements for business projects and approved at the appropriate levels
- Analyze risk exposure characteristics for assigned portfolio in accordance with established processes or procedures, making recommendations for enhancements or changes based on changes in the regulatory environment or business processes
- Work with business management, and with internal and external business partners (e.g., Internal Audit, external consultants) to respond to regulatory requests, findings, audits and/or examinations
- Keep current on emerging issues, trends, and evolving regulatory requirements in the AML/ATF industry and assess potential impacts
- Coordinate with other AML/ATF partners and business compliance partners to ensure consistency in the application of AML/ATF programs and standards across the enterprise.
- Protect the interests of the organization – identify and manage risks, and ensure the prompt analysis and escalation of non-standard, high risk issues, monitoring to thorough resolution
Education
Northwood University - Florida Campus
1996 - 2001
Bachelor's Degree in Finance
Professional Skills
- Strong Excel modeling skills and computer skills
- Above average to excellent English communication skills, both in oral and written forms
- Critical to be team player with collaborative and partnerly orientation, strong interpersonal skills
- Experience, ideally in CPG industries. Strong working knowledge of Nielsen or other key data sources
- Exceptional communication skills (written and verbal) and an ability to synthesize complex ideas
- Superior organizational skills, self-starter and ability to perform under pressure and tight
- Operate effectively as a team player
How to write Advisory Analyst Resume
Advisory Analyst role is responsible for database, modeling, powerpoint, excel, training, mainframe, retail, finance, credit, litigation.
To write great resume for advisory analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Advisory Analyst Resume
The section contact information is important in your advisory analyst 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
- Telephone number
Work Experience in Your Advisory Analyst Resume
The section work experience is an essential part of your advisory analyst 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 advisory analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular advisory analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Advisory Analyst resume experience can include:
- Excellent organisation/prioritisation skills and the ability to work well under pressure
- Manage workload effectively to ensure SLA’s/KPIs are met
- The ability to communicate professionally and effectively, at all levels, both face to face and via telephone and email
- Experience within investment industry and general understanding of accounting principles
- Experience collaborating and influencing cross-functional teams
- Proven track record of delivering sustainable results and problem-solving
Education on an Advisory Analyst Resume
Make sure to make education a priority on your advisory analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory analyst 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 Advisory Analyst Resume
When listing skills on your advisory analyst 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 advisory analyst skills:
- Excellent utilization of relationship building and soft skills to get results
- Advisory Analysts have very good financial, mathematical, and statistical skills and can often work with database and/or quantitative tools
- Strong PowerPoint and communication skills
- Strong financial, mathematical, and statistical knowledge with experience working with large databases and/or quantitative software
- Prior work experience in a role needing to collaborate with a variety of teams and senior level individuals
- Experience with RFPs, Strategic Marketing, Consulting and/or Advisory
List of Typical Experience For an Advisory Analyst Resume
1
Experience For Category Advisory Analyst Resume
- Influence and partner with a cross functional team to create effective category growth recommendations focused on the customer’s needs and strategic priorities
- Operate as a multi-project team player working on small teams of 2-3 people, often with minimal leverage
- M&A project management experience, aptitude towards business development
- Support the VPs and SVPs in identifying and exploring potential new business
- Cultivate relationships within retailer’s merchandising team and throughout the broader organization
- Oversee an electronic data room and manage a due diligence process for buy and sell side engagements, working closely with client and target personnel
2
Experience For AML Advisory Analyst Resume
- Collaborate with Shopper Insights and apply the learnings to identify customer & sales growth opportunities
- Support the delivery of the shopper insights facts & proposed action to the customer
- Support category advisory interaction with account and customer team to address key business questions and build strategies and tactics designed for future category growth
- Analyze clients’ portfolios for monthly and quarterly reviews
- Experience in financial analysis or transaction execution (i.e. M&A, Private Equity, Investment Banking, Commercial Banking or Corporate Development) is considered as asset
- Work experience supporting distributed systems such as UNIX, Wintel or Encryption platforms
- Experience in data analytics
3
Experience For Infrastructure Advisory Analyst Resume
- Conclusions are well written and supported by research and analysis
- Native level fluency in written and spoken Japanese
- Synthesize research information such as comparable company and precedent transactions to be used in modeling, competitive analysis, industry analysis, negotiation support and various other applications
- Prepare quality first drafts of pitches, marketing materials, management presentations and client presentations
- Manage communications with GTH where they can help with projects
- Collaborate with other service lines within Transaction Advisory Services such as Transaction Support, Valuations, and Restructuring, as well as other services lines primarily within the Private Mid-Market Practice such as Audit and Tax
- Supports programs’ effective market positioning through understanding key competitors, developing messaging around key product differentiators, and contributes to the creation of internal/external sales collateral as needed
- Excellent customer focus and the ability to deal with high volume and multi-task
- Develop schematics in alignment with company’s merchandising standards, channel direction and customer’s goals and objectives
4
Experience For Data Advisory Analyst Resume
- Lead dialogue with the customer on strategic placement of company’s products and confident to discuss recommended schematics and beverage performance, category growth opportunities and points of availability
- Collaborate with other service lines within Transaction Advisory Services such as Transaction Support, Valuations, and
- Performs customer due diligence (CDD) and enhanced due diligence (EDD) reviews of high-risk customers
- Supports the Bank’s high risk business units (i.e. large money service business, third party payment processor, prepaid card)
- Participates in the development of new and/or updates to policies and procedures
- Provides support, as needed, with
- Develop performance scorecards based on customer requirements & deliver scorecards to customer with key insights
- Work with category manager, sales leads and customer to identify project parameters
5
Experience For Senior Advisory Analyst Resume
- Maintenance and distribution of work received into the team email account
- Preparation of paperwork and figures for severance cases
- Identify, analyse, address areas for improvements and/or amendments
- To maintain confidentiality and observe data protection and associated policies where appropriate
- Attention to detail and the ability to work and use discretion with confidential information
6
Experience For Business Advisory Analyst Resume
- The ability to work on own initiative without supervision but also as part of a team
- Supports Account Management and Sales and takes ownership of inbound requests in accordance with project assignment decision rules
- Serves as a subject matter expert regarding AML and OFAC risks presented by customers in certain high-risk industries, such as Prepaid Card Processors, Money Services Businesses/Pay Day Lenders, Third Party Payment Processors, etc.
- Presents results of reviews to FCRM senior management and the Enterprise Client Acceptance Committee
- Participates in onsite AML reviews of high risk customers as necessary to assess the compliance and financial crime risk posed by the customer’s business, operating methods, AML and fraud controls, products offered and the customer’s client base
- 3-5 yrs. experience performing data analysis
- Experience Required: 0-2 years (fresh graduates are welcome to apply)
7
Experience For Lead Advisory Analyst Resume
- A strong focus on cost containment and cost savings in line with Market Data’s overall targets
- Provide the LOBs with guidance and support related to BSA inquiries, prospective customer pre-screening/vetting and BSA exception memo development
- Provide support with the development of new and/or updates to policies and procedures
- Manage CAvS and NRS Nielsen database needs to ensure that databases are accurate and include all changes in the marketplace
- External communications include regular cadence with FCL buyer and their team
- Presentation of POG and category strategy recos to buyer and possibly FCL director
- Liaising with the business and BSA teams to ensure Compliance with BankUnited's AML Program and provide advice on the AML considerations needed for the onboarding/maintenance of both prospective and existing clients
- Maintain comprehensive documentation evidencing the oversight functions performed and where deficiencies or areas for improvement are identified. Work with stakeholders to drive effective and timely solutions
8
Experience For Senior Category Advisory Analyst Resume
- Assist in further development of the AML Advisory Program
- Proficiency in MS Office Tools - Excel, Word, and Outlook, and Adobe Pro
- Preparation of financial statements/financial information and tax returns for a range of private clients including high net worth individuals, family groups, trading businesses, trusts and superannuation funds
- Working knowledge of rating agencies’ methodologies and frameworks, both sector-specific and cross-sector (e.g., Corporate methodology, Loss Given Default methodology, Standard Adjustments, etc.)
- Solve problems and communicate clearly to portfolio managers
9
Experience For Global Capital Markets Credit Advisory Analyst Resume
- Accumulate, analyze and assimilate large amount of financial data
- Solve problems and clearly communicate them to management
- Synthesize key takeaways across wide range and variety of data sources and translate into defined opportunities; structured and compelling communication skills (written and verbal)
- Knowledge of syndicated marketplace information and data (e.g., Nielsen) as well as internal sources
- Conduct research on a broad range of market, regulatory, client and product matters
- Creates demand for the organization’s products and services by raising their profile with customers through face-to-face presentations and phone conversations
10
Experience For Client Advisory Analyst Resume
- Become fully proficient in primary program ‘major’ terrain
- Develop knowledge of key customer segment areas
- Participates on calls with customers and prospects to provide scheduled orientations and tools walkthroughs and, diagnoses issues and delivers insight and value ‘in the moment’
- Willingness and ability to establish and build strong relationships at a first, second and third line of defense level
- Partnering with revenue team to create targeted event recruiting strategies
- Work with minimal supervision and/or as a member of a small team
List of Typical Skills For an Advisory Analyst Resume
1
Skills For Category Advisory Analyst Resume
- Work experience supporting Mainframe and Midrange Systems and Applications such as Top Secret, RACF, Stratus, iSeries and Tandem
- System Analytics including research, opportunity/SWOT assessments, and ability to prioritize the highest leverage opportunities for CCNA and key stakeholders
- +2 years of work experience, ideally in a client facing/advisory role
- Prior usage of space planning software
- Strong knowledge of GAAP, financial reporting issues & M&A work
- Strong working knowledge of syndicated data (Nielsen/IRI)
- Leverages industry knowledge/ experience to suggest improvements to Advisory Services and offerings
- Relevant work experience is an additional benefit; and
- Experience Required: 2 to 8 years of market-related work
2
Skills For AML Advisory Analyst Resume
- Previous experience on the buy side, sell side, corporate access, or as an Investor Relations practitioner greatly valued
- Strong attention to detail with the ability to manage multiple tasks at once
- Brand and/or customer experience
- Work experience supporting distributed systems such as UNIX, Wintel or Encryption platforms
- Supporting lead engagement managers for client mandates, collaborating across functional areas of client and product specialists
3
Skills For Infrastructure Advisory Analyst Resume
- Supporting preparation of presentations for business development, communicating project
- Presenting within brand palnning meetings
- Working knowledge of key internal data resources and processes
- Presenting to CAvS and NRS sales teams
- Support cagtegory planning for WM by supporting building POGs building and owning apercentage of stores to build POGs
- Support CAvS and Sales for CBP with data analytics, building of BGM tool and participating in workshops and strategy building sessions
4
Skills For Data Advisory Analyst Resume
- Support system/brand (Space) planning by providing data and performance analysis and participating in cross functional work sessions
- Networks with key decision-makers, leveraging a deep understanding of their unique perspectives to create and expand relationships
- Assist in the writing of detailed client proposals that include such items as industry-specific points of view, approach, work methodology, and pricing
- Inquisitive, learning-oriented workstyle and willingness to challenge conventional thinking
- Investment banking, M&A, financing, corporate development, financial analysis, etc.
- Prepare valuation reports for tax and financial reporting purposes (including purchase price allocation analysis and valuations for tax purposes)
- Perform financial due diligence including analysis, databook management, and report writing
5
Skills For Senior Advisory Analyst Resume
- Perform financial due diligence including analysis, datebooks management, and report writing
- Create analytical tools and on-going scorecarding for internal and customer needs
- Promotes the organization’s products and services by educating customers through face-to-face presentations and phone conversations
- Provides mentoring and support for junior team members
- Develop financial models to reflect the commercial arrangements of the particular infrastructure project on which the team is advising
- Contribute to teams advising both governments and private sector clients on major infrastructure projects
- Contribute to expand and grow the practice by providing quality service to clients and team members
6
Skills For Business Advisory Analyst Resume
- CPA or actively working toward it
- Work in a fast-paced, growing environment with superior client service focus
- Manage the daily activities of an acquisition, divestiture, merger or financing assignment
- Perform administrative activities in support of engagements, including: independence compliance documentation, engagement agreements, time budgets and billings
- Provides internal department training on processes and procedures
- Preparation of paperwork and ensuring appropriate administrative processes are completed for employees for all Employee Lifecycle events
- Assist with the day to day operations including
7
Skills For Lead Advisory Analyst Resume
- Advises Account Managers when they are responding to customer requests
- Analysts directly support portfolio managers through tasks including
- Lead customer advisory relationship for single account including accountability for fair share of space and implementation of space standards
- Acquire and apply expertise in the AML/Sanctions/ABAC disciplines, providing basic guidance and direction to business and other GAML partners
- Is the team coach/mentor
- Develops and motivates the team for success
- Researches industry information and summarizes findings. Recognizes different industry products and services and begins to understand how they are applied
8
Skills For Senior Category Advisory Analyst Resume
- Identifies opportunities to increase accuracy and optimize resources and recommends solutions
- Multitask and manage projects independently
- Operational/Regulations Processes - Knowledge on organization’s policies, regulations, objectives, and initiatives according to the job’s responsibilities. Ability to establish, conduct and track (audit) operational processes properly, and implement changes
- Delivers shareholder analysis and commentary; analyzes and interprets data from multiple sources to identifies accurate shareholder positions and peer performance
- Summarizes key movements and trends in the shareholder base
- Develops and maintains client relationships and attend client meetings in support of retention of client base
- Occasionally involved in thought leadership initiatives or pre sales activity
9
Skills For Global Capital Markets Credit Advisory Analyst Resume
- Provides sector development updates regularly. Promotes the organization’s products and services by raising their profile with customers through face-to-face presentations and phone conversations
- Supports the sales team by participating in pitches as the technical expert and ensure they have the tools and support from subject matter experts required to drive growth
- Experience in the development, analysis and preparation of business cases
- Business level proficiency in English and Cantonese, both in oral and written forms
- The ability to communicate, engage and influence peers and senior managers
- Adaptability and flexibility to ensure the focus of the Financial Crime activities is kept relevant and appropriate
- SME knowledge of the bank’s regulators and relevant regulations
- Execute on multiple assignments with an exceptional standard of performance
- Research and summarize accounting, tax and financial market information to be used in financial modelling, competitive analysis, industry analysis, scenario analysis and negotiation support, and various other applications
10
Skills For Client Advisory Analyst Resume
- Contribute to the drafting of marketing materials and transaction proposals within limited timelines
- Contribute to the drafting of reports and presentations for client submissions and meetings
- Espouse the firm’s professional values by promoting collaboration and innovation; fostering creativity; and engendering an ethical approach to conducting business
- Partner with multiple investor relations teams, assisting them with all investor relations initiatives, including shareholder activity analysis, IR best practices benchmarking, competitive intelligence, and internal communication to Board of Directors and management team
- Provide consistent proactive outreach on trading, including frequent updates on stock price/volume activity, news or chatter in the marketplace impacting stock performance, institutional activity, technical analysis, short interest and key performance indicators
- Develop detailed, complex, and integrated financial models using Microsoft Excel (and advanced functions such as basic macros, pivot tables, extended formulae) as part of corporate and project finance transactions
- Conduct independent desk research using a variety of online sources including proprietary databases, Bloomberg/Reuters terminals, and the Internet
List of Typical Responsibilities For an Advisory Analyst Resume
1
Responsibilities For Category Advisory Analyst Resume
- Quick learner with the ability to not just follow instructions, but to think critically and take ownership/responsibility
- Entrepreneurial drive and ability to judiciously balance risk/reward scenarios as means of effectively providing appropriate front-line AML guidance and support
- Undertake quantitative and qualitative analysis to develop and report findings relevant to the client
- Draft sections to client reports and presentation decks
- Manage customer-specific projects
- Work extended hours when required
- Collaborate with other team members in the origination and execution of business development initiatives, along with participation in client functions as appropriate
2
Responsibilities For AML Advisory Analyst Resume
- Internal communication includes
- Proficient is MS Office
- Accumulate, analyze and assimilate large amounts of financial data
- Manage and deliver Market Data projects. Represent the sponsor’s view and assume responsibility for request management, budget allocation, timeline/milestones (in collaboration with IT), and communication to stakeholders on the project status. Lead demand management activities requested from client e.g. rationalization exercises, product replacement analyses
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