Advisory Director Resume Sample
Ralph Watsica
62619 Hoppe Squares,
Detroit,
MI
+1 (555) 686 6153
Work Experience
Advisory Knowledge Leader, Director
07/2017
-
PRESENT
Dallas, TX
- Assists in the oversight of all daily general processing and operations of all sub groups within advisory Operations
- Hires/fires staff and reviews the organization structure to make the best use of personnel
- Has a solid understanding of P&L costs associated with advisory processing
- Works with Directors and Managers on salary reviews and increases, and performance based compensation. Helps to determine staffing needs (increases or decreases) depending on the assessment of long-term trends and projects
- Works closely with Advisory Marketing, Compliance, and other areas of the firm to insure that Operations procedures are in alignment with current advisory regulations and product offerings
- Has a thorough understanding of Advisory rules, procedures, account coding, performance calculation, and systems utilized within the area
- Helps to implement policy decisions to allow for efficient but client oriented service
- Has an understanding of GIPS compliance with respect to performance calculation, including time-weighted performance, error correction, and other guidelines that are promoted by the GIPS standards
Director, Imcm Advisory
01/2014
-
01/2017
Dallas, TX
- Attends industry events, such as conferences, dinners, and other networking opportunities
- Has the ability to train other associates (either within or outside the firm) in a presentation format, including large audiences
- Excellent communication skills (verbal and non-verbal)
- Work well in a team and function naturally as a team leader
- Project Management functional knowledge and practical experiences in managing large projects
- Strong analytical, research and advisory skills
- Client service culture and excellent relationship management skills
- Experience in using Primavera, and other technical software for developing baselines and enabling key project decisions
Director, Global Advisory Practice Leader
06/2008
-
12/2013
Phoenix, AZ
- Willingness to travel and extended stay at client locations
- Manage and coordinate approach of client, KPMG’s engagement teams, and third party diligence providers throughout the transaction process
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, and indebtedness considerations
- Understand and utilize RSM’s Audit Methodology
- Maintain contact with clients throughout the year to understand impact of significant developments in client’s business and assess impact on current year audit engagements
- Understand RSM’s lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
- Keep abreast of latest developments as they affect GAAP and the Firm’s standards and policies
- Management Reporting: Head of Sanofi Pension Advisory in Belgium (solid line)
Education
Kaplan University - Davenport Campus
2003 - 2008
Bachelor's Degree in Business
Professional Skills
- This role requires an experienced professional, currently holding a senior position either from an infrastructure company, a management consulting firm or a multilateral institution with experience in advising on PPP program and projects
- Proven project management skills with prior experience managing teams and developing others
- Proven experience as a strong technical partner who is often sought out for technical advice and the ability to establish credibility with clients
- Strong analytical modeling, technical accounting, finance, or valuation skills
- Knows the business and the mission-critical technical and functional skills needed to do the job
- Experience in business-to-business consulting and relevant functional experience to support the Business is required
- Advanced written, verbal and presentation skills, including interaction with members of senior management
How to write Advisory Director Resume
Advisory Director role is responsible for analytical, accounting, cash, financial, research, worksheets, reviews, preparation, flow, business.
To write great resume for advisory director job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Advisory Director Resume
The section contact information is important in your advisory director 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 Director Resume
The section work experience is an essential part of your advisory director 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 director 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 director position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Advisory Director resume experience can include:
- The position is a Secretary to the Sanofi US Pension Investment Committee, a representative of Sanofi Pension Advisory at Canadian Investment Committee and a DC functional expert at Sanofi Global Pension Investment Committee
- Understand the service line priorities and challenges and advise how knowledge programs, platforms and initiatives can add value, support the service line’s business objectives and enhance performance and productivity
- Collaborate closely with Knowledge Services leaders on the service line’s content standards, performance metrics, collaboration and communication tools and training needs
- Supervises and performs day-to-day activities in support of business valuation and litigation consulting projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement
- Applies accounting, financial, valuation, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes
- Strong values aligned with Corporate Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, and Strong Work Ethic)
Education on an Advisory Director Resume
Make sure to make education a priority on your advisory director resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory director 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 Director Resume
When listing skills on your advisory director 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 director skills:
- Demonstrates solution oriented approach and proficient problem solving skills
- Manages one’s own time and priorities to ensure the meeting of deadlines using high level organizational skills
- Superior analytical reasoning, and effective oral and written communication skills
- Financial modelling experience and solid understanding of financial statements
- Prior expert witness testimony experience for SMD level
- Applies economic, financial, valuation, and analytical skills to various client situations
List of Typical Experience For an Advisory Director Resume
1
Experience For Advisory Knowledge Leader, Director Resume
- Provide high quality service to sophisticated entrepreneurial business and individual clients
- Work collaboratively to participate in interviews and serve as one of the key decision makers on candidates hired in the Firm
- Work collaboratively to mentor and coach junior professionals in the Firm
- Applicable Technology (MS Office Suite)
- Manages economics of Litigation Services practice to include determining and administering the services of the practice, overseeing Litigation professionals and ensuring all engagements achieve engagement metrics
- Sourcing new IP economic damages business in all industry sectors with primary focus on patent, trademark, or copyright infringement and trade secret misappropriation
- Sourcing new IP valuation business in all industry sectors with primary focus on transaction advisory (buy-sell, licensing, M&A, etc.) and strategic decision-making
2
Experience For Director, Imcm Advisory Resume
- Ideal candidates possess the following experience/traits
- Providing expert witness testimony
- Manage IP economic damages and valuation projects with support of senior and junior IP economic damages and valuation teams
- Assessing the client’s business and emerging technology trends and offerings to design effective processes, organizations, architectures and solutions that drive impactful business outcomes
- Lead and support business development activities such as identification, proposal development, and other pursuit activities at clients while working with the appropriate Avanade resources from other service lines
- Lead the team in delivery of services/completion of deliverables outlined in signed statement(s) of work while managing and adhering to Avanade engagement management policies
3
Experience For Director, Global Advisory Practice Leader Resume
- Effectively manage, motivate and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients
- Leverage your existing network and personal brand in the marketplace to drive growth for the risk advisory practice; including: identifying and securing new opportunities
- Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery and engagement risk of all client related work within the portfolio
- Agency experience specialising in digital marketing
- Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients within the internal sector
- Lead the team in finding opportunities to deliver both advice and digital solutions for the clients
4
Experience For Senior Director Customer Experience Advisory Resume
- Maintain client relationships focussing on key decision makers each client in your portfolio
- Proactively indentify other services within Mediabrands that your clients would benefit from using
- Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members
- Ensure that all advice and solutions delivered to the client supports Reprise's commercial objectives
- Develop your team by providing information, education opportunities and experiential growth opportunities either on the job or through formal Reprise training programs
- Identifies and develops new solutions and associated go to market plans that address clients’ problems, support our business and market strategy and drive revenue and DCM, in collaboration and coordination with the Director, Market Innovation and Strategy, with the Manager, Products and with the Manager, Learning Solutions. Leads the team that
List of Typical Skills For an Advisory Director Resume
1
Skills For Advisory Knowledge Leader, Director Resume
- Developing and maintaining the overall Infosec strategy, mechanisms for policy enforcement, definition of ownership, monitoring mechanisms, and process and controls
- Delivering cloud-based technology solutions and/or customer effectiveness spaces
- Recent successful experience in cultivating new business and related market-facing activities
- Eight (8) or more years of experience in evaluating business processes and policies, along with internal and financial reporting controls to identify gaps
- Strong understanding of the principal concepts in some or all of: valuation, accountancy, finance and economics
- Experience managing 401(K) plans
- Experience in Financial Services / Banking is highly desirable
- Build strong internal relationships with members of the Transaction Support team and other FTI services
- Leading and directing teams, including the following: supervising teams; seeking diverse views; and coaching
2
Skills For Director, Imcm Advisory Resume
- Designing and maintaining security architecture for an enterprise both at the enterprise and solution level
- Contributing to the development of a business vision and managing the Microsoft Alliance
- Managing multiple complex project management workstreams
- Proficient in the use of at least one programming or scripting language for manipulating large data sets, such as SQL, R, SAS, Stata, Python, or other language
- Identifies and solves marketing problems proactively
- Proficient with PC environments and related software, including Microsoft Office and Excel
3
Skills For Director, Global Advisory Practice Leader Resume
- Holds security certifications such as the CISSP or other related information security related industry certification
- Understanding the Business - Fifteen to 25 years of public accounting or consulting experience, including at the partner or equivalent level for Senior Managing Director candidates
- A positive, results-oriented style, evidenced by listening, motivating, delegating, influencing, and monitoring work output. A genuine interest in mentoring and developing professional staff members
- Dealing with Trouble - Fearlessly takes on all issues; comfortably confronts and works through conflict; delivers negative feedback as necessary and messages without hesitation is energized by tough challenges; not afraid to take tough action
- Attacks everything with drive and energy; drives to finish everything he/she starts
- Experience in pension investments in an international context, preferably with a large multinational plan sponsor, consulting organization or investment manager
- Client-focused mentality to understand and appropriately respond to clients’ business needs, with a sense of urgency and focus on client satisfaction
- Desire to work towards ABV, CFF, CFA, CFE, ASA, CVA or other professional designation
4
Skills For Senior Director Customer Experience Advisory Resume
- Strong business acumen – including significant experience with internal audit/SOX risk and control assessments in industrial products and/or consumer products sector
- Five to eight years of finance, accounting, data science or business analyst experience
- Proven track record of working in a Big 4 Transactions Advisory team essential
- Ability and willingness to learn and adapt in an ever-changing environment to meet client needs
- Applicable certification (e.g., CPA, CIA, CMA)
- Travel to meet client needs
- JD, CFE or CIA certification beneficial
- ACA qualified with first time passes
- Work effectively as a team member by demonstrating commitment to quality, furthering education and investment in him or herself, sharing responsibilities, providing support, maintaining communications, and updating senior team members on progress and issues
5
Skills For Advisory Solutions Director Resume
- Typical work products and analyses include: Quality of Earnings (EBITDA), Working Capital, Quality of Net Assets, Forecast Analysis, Debt and Debt Like Items, Customer/Product/Channel/Category sales and margin analysis, inventory costing and bill of materials analysis, etc
- Experience in pharmaceutical industry
- Leading and developing committed, hardworking teams and supporting junior staff through programs of work
- Truly partnering with key clients and owning client relationships
- Project managing complex IT projects and budgets
- Educates/aligns BMSC disciplines to the portfolio/category strategies and brand positioning and can leverage that information to further the objectives of the Continent to grow Marriott’s customer base
- Organizes information to facilitate effective data access and analysis
- Data Leakage Prevention; Focus on Data Flow, Encryption
6
Skills For Director, Advisory Resume
- Large Complex Program Execution/Implementation
- Security Function Design and Governance
- Supervises more junior team member’s analyses
- Prepares written analyses and other reports for third parties, as necessary, on the project scope and/or results of activities
- Prepares presentations and quantitative exhibits for third parties on the project scope and findings
- Supervises and performs day-to-day activities in support of forensic and litigation consulting projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement
- Applies economic, accounting, financial, valuation, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes
7
Skills For Associate Director, Imcm Advisory Resume
- A solid understanding of financial metrics and capital markets
- Detailed understanding of market structure
- Knowledge of utilizing CRM software to track sales opportunities and customer activity
- Demonstrated ability to communicate, present and influence credibly and effectively at all levels of our organization as well as our client’s organizations
- Experience managing teams containing digital skillsets and delivering exceptional results
- Experience in building client relationships and maintaining them
- Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients within the financial services sector
8
Skills For Assistant Director Advisory Operations Resume
- Working closely with colleagues that lead other disciplines to bring forth a recommended approach to solving business challenges
- Developing relationships and maintaining contact with top decision makers at key clients; participate and lead aspects of the proposal development process
- Leading the teams in Advisory engagements aimed at the CIO & CMO as the primary stakeholders
- Helping companies address complex issues in support of strategic change and technology strategies
- Mentoring and career managing more junior staff
- Managing the development of frameworks that support improved client future-state organizational design and alignment
- Maintains detailed working paper records reflecting assumptions, methods, and sources of information employed during the performance of all analytical tasks
9
Skills For Director, PPP Advisory Resume
- Develop and leverage emotionally compelling new relationships with prospects primarily from future-thinking entrepreneurial organizations
- Manage multiple client projects simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives
- A track record in proactively identifying digital marketing opportunities for clients
- Flexibility to travel to clients and prospects when needed (approximately 25% travel)
- An ability to analyze data and absorb new information in a high energy, fast-paced environment
- Manage the engagement process from start to finish including field work, data collection, analysis, work paper documentation, supervision of engagement teams and communication with the client
- Experience using various project management tools like Primavera Enterprise©, Prolog©, Maximo© and other toolsets
- Identifies key performance ‘trend breaks’ / unexpected changes based on standard iMCM reports and develops supporting hypotheses
10
Skills For Advisory Microsoft Alliance Director Resume
- Participates as member of the Division’s senior leadership team
- Supervises more junior team members’ analyses
- Delivers a high-quality product within established timeframes and budgets
- Prepares written presentations, exhibits, and other reports for third parties on the project scope and/or results of activities
- Lead and grow our financial advisory services business
- Identify target clients; build relationships; schedule and conduct business meetings; identify and explore needs, present solutions, negotiate terms, and secure profitable financial advisory projects
- Participate in the execution of the Firm’s hiring, retention, employee management and profitable growth strategies
Related to Advisory Director Resume Samples
Brand Director Resume Sample
Work Experience
• Balances facts with intuition to distill complex opportunities into compelling business cases
• Deploys discipline and process to improve impact and speed to market
• Category portfolio plan
• Category/ Brand Performance
• Channel...
Professional Skills
• Excellent written and oral communication s...
• Excellent written and oral communication s...
• Strategic thinking skills, with strong exp...
Client Advisory Resume Sample
Work Experience
• Offers Morgan Stanley’s range of services to prospective clients in a consultative, respectful manner
• Always understands each client’s financial circumstances, investment objectives and financial goals. Exercising good judgment, makes appropriate recommendations based upon the client’s individual...
Professional Skills
• Strong computer skills and knowledge of Mi...
• Exceptional interpersonal and client servi...
• Detail orientated with superior organizati...
Deloitte Advisory Resume Sample
Work Experience
• Detailed understand of current taxation and accounting issues as well as all entity structures including companies, trusts, partnerships and superannuation funds
• Demonstrating a sound knowledge of business principles, taxation, accounting systems, and the compliance framework to deliver proactive...
Professional Skills
• Strong analytical and critical thinking/pr...
• Strong computer skills, including good wor...
• Strong communication, interpersonal, analy...
Director Brand Resume Sample
Work Experience
• Identify key performance metrics across all functions
• Explore potential sources for tracking data and make recommend to leadership team
• Design and produce performance tracker in coordination with all functions -Make recommendations for building/ enhancing product commer...
Professional Skills
• Communication (listening skills; speaking ...
• Extraordinary communication and partnering...
• Administrative Skills (establish plans; de...
Pr Resume Sample
Work Experience
• Business analysis and reporting experience. Multi-functional experience including strategic planning, business planning, financial and business analysis, marketing, operations
• At least eight years’ experience of PR and communications in the APAC region, ideally including some exposure to the chil...
Professional Skills
• Exceptional communications skills in Engli...
• Excellent judgment and creative problem-so...
• Strong written and verbal skills, interper...
Advertiser Resume Sample
Work Experience
• Optimistic but realistic and with a strong sense of humor
• Highly motivated to work for a growth business, and aware of the difference relative to working for a large corporate company
• Fluent in German and English Spoken and written
• Learn and have ...
Professional Skills
• Strong verbal and written communication sk...
• Strong negotiation and presentation skills...
• Proven English & Spanish skills – both ver...