Financial Consultant Resume Sample
Gerard Wisoky
364 Koss Creek,
New York,
NY
+1 (555) 879 8106
Work Experience
Senior Financial Consultant
07/2017
-
PRESENT
San Francisco, CA
- Deploy pre-engineered and “assemble-to-order” delivery principles to reduce customer’s Total Cost of Investment
- Delivering billable components that meets a customer’s needs
- Train, educate and promote a change in culture related to value creation and disciplined benefit achievement throughout MSSA departments, project leaders and management sponsors.
- Responsible for leading ongoing user education and management consulting on use and interpretation of analysis, reports, methodologies, systems and source data
- Provides guidance on technical matters and acts as a significant information resource
- Successful financial sales experience
- Identifies complex billing/contract problems or issues, researches solutions, and implements corrective steps to achieve higher level of efficiency
- Advises management and business partners of savings opportunities based upon analysis of assigned accounts
- Work with applicable parties to implement savings opportunities through changes in internal processes, new contracts/amendments, cancellation of services, etc
Financial Consultant
01/2012
-
04/2017
New York, NY
- Participate in Operating Reviews with Shared Services Leadership
- Demonstrated PC skills including working knowledge and proficiency with the primary Microsoft Office applications with a strong emphasis on Excel
- Demonstrated experience in statistical, analytical and forecasting methodologies
- Experience creating presentations and writing executive summaries
- Demonstrated ability to effectively negotiate timeframes, commitments and deliverables
- Perform Remote application specific solution consulting
- Delivering functional components that meets a customer’s needs
- Willingness to participate in international projects
- Sophisticated and timely financial modeling & financial analysis,
Financial Consultant Assistant
08/2008
-
10/2011
Philadelphia, PA
- Analyzes department processes for improvements and helps management to implement
- Supports audit inquiries from internal and external auditors by providing necessary support and explanations as requested
- Prepare interpretation of historical telecom financial data, financial projections, and results as needed
- Assist in analyzing and reporting on Claim’s strategic initiatives related to expense and business case
- Review and update Predictive Model savings analysis in partnership with Claim Business Intelligence and Analytics
- Assist in Strategic projects as needed
- Review staffing models and assumptions related to the model with moderate supervision
Education
Fairleigh Dickinson University - Metropolitan Campus
2003 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work
- Accounting & FPA Experiences, and strong analytical skills
- + Demonstrated business partnering and teamwork skills; experience working on matrixed/virtual team helpful
- Demonstrated business partnering and teamwork skills; experience working on matrixed/virtual team helpful
- Strong analytical, interpersonal, communications, coaching, and prioritization, time and project management skills
- Strong quantitative and analytical skillset with 2+ years of experience in roles focused on quantitative analysis
- Strong communication skills and business writing experience
How to write Financial Consultant Resume
Financial Consultant role is responsible for financial, analytical, organizational, interpersonal, excel, business, advanced, modeling, planning, database.
To write great resume for financial consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Consultant Resume
The section contact information is important in your financial 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
- Telephone number
Work Experience in Your Financial Consultant Resume
The section work experience is an essential part of your financial 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 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 consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Consultant resume experience can include:
- Excellent oral and written communication skills, strong attention to detail
- Excellent time management skills with the ability to independently prioritize tasks
- Strong people and relationship building/networking skills
- Demonstrated consultative selling, investment consultation and financial planning skills
- Excellent professional level communication skills verbal and written
- Strong computer skills, with proficiency in Excel, Word, Outlook, etc
Education on a Financial Consultant Resume
Make sure to make education a priority on your financial 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 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 Consultant Resume
When listing skills on your financial 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 consultant skills:
- Demonstrated effective use of consultative skills, EQ skills, PC Skills and CRM system knowledge
- Demonstrates strong analytical, interpersonal, communications, prioritization & time management skills
- Strong presentation, communication and writing skills with experience engaging and influencing senior leaders/business partners
- Excellent communication and sales skills, including experience presenting to large audiences
- Quantitative analysis skills and prior experience with financial modeling (e.g., NPV, etc.)
- Strong leadership skills, demonstrate superior judgment, shape business results, and inspire others
List of Typical Experience For a Financial Consultant Resume
1
Experience For Senior Financial Consultant Resume
- Have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills
- Provides and demonstrates solid portfolio planning skills and comprehensive industry and investment knowledge
- Strong organizational skills that result in prioritization of multiple tasks
- Strong organization skills with ability to prioritize and multi-task
- Excellent communication and troubleshooting skills and the ability to manage multiple projects at a time
- Strong PowerPoint skills for preparing quarterly senior management presentations
- Strong relationship building and verbal & written communication skills
- Gather, summarize and analyze detailed data. Strong aptitude for technical skills is required
- Demonstrated skills in financial statement review and analysis
2
Experience For Associate Financial Consultant Resume
- Strong computer skills for financial and economic modeling
- Possess advanced analytical skills with the ability to prioritize complex tasks
- Strong computer skills, with proficiency in Excel, Word, Outlook, et
- Excellent consultative, interpersonal and communication skills
- Demonstrated ability to identify crucial events in clients’ lives with the proficiency to leverage this skill to consolidate and retain assets
- Gather, summarize, and analyze detailed data. Strong aptitude for technical skills
- Financial acumen and P&L management skills experience
3
Experience For Lead Financial Consultant Resume
- Good interpersonal skills and the ability to communicate with team in different offices on a normal basis
- Strong organizational and sales/cross selling skills
- Demonstrated customer service, relationship development and project management skills
- Excellent communication, technology, customer service and sales skills
- Performing strategic, research, operational and administrative work so the needs of the organization can be met effectively
- + Demonstrated ability and success working with minimal supervision, including flexibility to changing priorities in a proactive and self-motivated manner
- Strong experience with extracting data and pulling into Excel or Tableau
- Provide information and support the process for internal (Corporate and SOX) and external audits ensuring that requests are managed effectively and efficiently
- Demonstrates effective written and oral communications and business acumen with all parties to consulting relationships
4
Experience For Financial Consultant Assistant Resume
- Express and present ideas effectively (both verbally and in writing)
- Proficient analytical and problem solving skills with attention to detail
- Medtronic business unit experience and/or experience in business partnering with Operations
- Advanced statistical modeling, data visualization experience in Tableau and SQL experience
- Strong experience working with data sets
5
Experience For Financial Consultant Associate Resume
- Prior experience creating dashboards, scoreboards to drive/tell a story and create a vision
- Works effectively within a team and proactively engages in team initiatives
- Basic skills – able to perform basic mathematical calculations, balance and reconcile figures, punctuate and spell correctly, and transcribe accurately
- Perform strategic, research, operational and administrative tasks from time to time so the needs of the organization can be met effectively
- Demonstrate flexibility to seamlessly re-prioritize and pivot on deliverables
- Prior work or internship experience
6
Experience For Financial Consultant Senior Resume
- Strong emphasis on new participant growth, service and client experience objectives
- Effectively interact with various levels within and outside of the organization
- Well-developed interpersonal and interactive skills
- Intermediate to advanced MS Excel skills to perform data analysis and report generation (formulas, calculations, pivot tables, charts, graphs, etc.)
- Strong experience in Microsoft Excel and Essbase
- 5 + yrs. financial experience in a public or private company environment with proven ability to apply or provide complex technical knowledge or advice
- A combined total of 4 or more years of professional sales experience including 12 months of financial sales/service experience
- Function effectively in a matrix environment
- Coding Certification- CPC, CPC-H or coding experience with certification obtained within first 12 months of employment
7
Experience For Senior Financial Consultant / Specialist Resume
- Pricing experience in a corporate setting
- Managing and validating the realisation of benefits
- Pricing activities of RFPs (Requests For Proposals) experience
- Understanding of group reserves and their impact to financial experience
- Experience preparing financial reports, performing financial and variance analysis, financial modeling, and participating in the month-end close process
8
Experience For VP, Financial Consultant Resume
- Experience performing financial and variance analysis, budgeting and forecasting, and preparing financial reports
- Experience in analysis and reporting (e.g., forecasting / budgeting / strategic planning & process)
- Experience with trust, estate planning, tax planning, insurance, and financial planning
- Experience working with Excel in a corporate setting, including the use of pivot tables and v-lookups
- Experience with SQL and MS Access (creating and managing reporting templates)
- Experience transforming large amounts of data into useful reports for management monitoring and forecasting
9
Experience For Senior Financial Consultant, AIS Resume
- Skilled in problem solving, process-building/re-engineering and innovation
- Strong Financial Analysis background with knowledge of Budgeting, Forecasting, Expense Management and testing of results
- Experience in financial reporting, accounting, GAAP and Statutory reporting and/or an analytics role
- Independent problem solving and decision making skill
- Strong problem solving and attention to detail; responsible for meeting quality standards
- Experience implementing various technologies including EDI (850, 832, 856, and 810) and Punchout
- Experience in general accounting, finance, or budget and planning
- Strong practical understanding of general economic principles relating to all aspects of personal finance
10
Experience For Lawson Functional Financial Consultant Resume
- Experience in management consulting or in multinational leading companies, preferable in the finance or project area
- Experience conducting Financial Planning interviews
- Experience using financial planning tools
- Experience in business partnering – ability to participate in helping manage the business and establish its strategic direction
List of Typical Skills For a Financial Consultant Resume
1
Skills For Senior Financial Consultant Resume
- + Excellent interpersonal skills, communication skills and executive presence
- Strong interpersonal skills to facilitate effective partnerships with colleagues, agencies' programs, OFM, the Legislature and others
- Demonstrated skills in accounting and financial reporting, GAAP and GASB
- Strong interpersonal skills and comfort making outbound calls
- Strong communication and relationship building skills with clients, prospects, and business partners
- Strong analytical, time management, and problem-solving skills
- Excellent interpersonal, relationship building and relationship management skills
- Strong database querying skills
2
Skills For Associate Financial Consultant Resume
- Display effective listening and communication skills
- Strong analytical, organizational and problem-solving skills required
- Strong analytical, organizational, problem solving and MS Office skills required
- Strong analytical skills and recommend changes to automate and streamline accounting processes
- Demonstrate emotional intelligence and relationship-building skills
- Demonstrated presentation skills to large audiences in previous roles
- Strong analytical/functional skills
3
Skills For Lead Financial Consultant Resume
- Excellent written/oral communication presentation skills
- Strong communication and problem - solving skills
- Strong analytical skills with advanced working knowledge of Excel, financial statements, SEC filings is required
- Strong interpersonal skills and client service aptitude in a fast paced working environment is required
- Strong database skills, the ability to write complex queries and macros to support monthly payment analysis
- Influential and effective in both written and verbal communication skills
- Excellent consultative, interpersonal, and communication skills
- + Strong communication and interpersonal skills
- Strong organizational skills, including creating and completing assignments and achieving goals and objectives
4
Skills For Financial Consultant Assistant Resume
- Advanced Excel skills and experience working with financial/reporting systems such as Hyperion Planning and SalesForce.com required
- Strong qualitative and quantitative analysis, critical thinking, and problem-solving skills
- Advanced level excel skills and experience of developing financial models & P&L analysis
- Very strong analytical skills and ability to provide interpretation and meaning to period to period financial changes and trends
- Very strong problem solving, communication, organizational and information technology skills
- Effective decision-making skills, sound judgement and ability to work independently
- Excellent analytical, mathematical, and organizational abilities demonstrated through 5+ years of financial analysis experience
- Strong verbal and written communication skills. Position faces a number of key distribution partners
5
Skills For Financial Consultant Associate Resume
- Effective verbal and written communication skills for preparation and presentation of analytical reports to management
- Excellent communication, interpersonal and relationship building skills are important and an ability to work well both independent and as part of a team
- Outstanding analytical abilities and communication skills
- Experience managing a book of business and/or financial planning experience
- Demonstrate good judgment in selecting methods and approaches for finding appropriate solutions for clients
- Progressive experience in Finance/Accounting with analysis and reporting experience
- Proven experience driving business performance and exhibiting flexibility in a high growth environment
6
Skills For Financial Consultant Senior Resume
- Prior experience utilizing Hyperion SmartView, Planning and PeopleSoft Financials
- Assist in the development and maintenance of end-user documentation including training manuals, skills challenges and internal documentation
- SPM holder with 1-2 years related experience in banking line and good sales record
- Prior experience supporting Operations
- Prior experience working on automation projects/initiatives
- Communicate effectively using clear, and concise language
- Intermediate level Microsoft Office skills including Excel
- Financial analysis and financial modeling skills
7
Skills For Senior Financial Consultant / Specialist Resume
- Negotiation and people / customer service skills including ability to “close the deal”, and execute on promises / commitments
- Financial analysis and financial modeling skills
- Skills in analysis, financial process controls and problem solving
- Superior consulting, analytical, interpersonal, communications, time management, and project management skills
- Strong experience providing service and support in a customer focused environment
- Prior experience with Financial Reporting (e.g. Hyperion) and Data Visualization Technology (e.g. PowerBI, Apptio)
- Data management/data science skills, with working knowledge of SQL, Access Database, ADVANCED Excel, Oracle, Database Management
- Proven ability to develop strong relationships with clients, prospects and business partners in any setting
8
Skills For VP, Financial Consultant Resume
- Provide exceptional client experiences that build client loyalty, and result in additional asset consolidation and referrals
- Superb interpersonal skills and willingness to engage with customers
- Superb interpersonal skills and passion to engage with customers
- Utilize application development skills to design and create web solutions
- Conduct high level, accurate analyses of data and proposed legislation, and effectively organize and display data to meet audience needs
9
Skills For Senior Financial Consultant, AIS Resume
- Manage multiple projects and deadlines effectively and independently
- Effectively communicate to a variety of audiences and analyze more complex business scenarios
- Company secretarial and legal knowledge with good communication skill
- Experience with Hyperion Essbase and PeopleSoft experience
- Strong experience in Microsoft Excel
- Uncover and meet the needs and effectively manage client expectations
- Intermediate skills in MS Excel, MS Office product suite
10
Skills For Lawson Functional Financial Consultant Resume
- Financial analysis and financial modeling skills
- Advanced ANSI and SAS SQL skills
- Strong Experience with Essbase
- Experience with big data analytics with hands on experience in SQL, SAS, Tableau, etc
- + Internal controls: Understands and effectively applies internal control principles and objectives, including Medtronic's Key Corporate Policies
- Team player who enjoys sharing knowledge and learning new skills
- Progressive experience in Finance / Accounting with analysis and reporting experience
- Expert skills in Microsoft Excel with knowledge of Visual Basic programming
List of Typical Responsibilities For a Financial Consultant Resume
1
Responsibilities For Senior Financial Consultant Resume
- Demonstrated effective decision making skills and time management skills
- Self-starter with excellent organizational skills and ability to work in a fast paced team environment with strong attention to detail
- Project management skills demonstrating the ability to plan, prioritize, and coordinate work assignments of others
- Strong communication, collaboration, presentation and interpersonal skills
- Strong organizational and time management skills, and the ability to work independently and collaboratively in teams
- Demonstrated ability to work with other and communicate effectively (both verbal and written)
- Series 7 and series 63 licenses in current and in good standing prior to hire
2
Responsibilities For Associate Financial Consultant Resume
- Broad technical skills required for retirement products, general investment matters and applicable tax and estate planning issues
- Effectively multitask and manage multiple projects/assignments occurring at the same time
- Strong excel experience with large data sets, pivot tables, etc
- Develop and support on ROI models for proposed new products or strategies and effectively communicate results
- Prior experience with Supply Chain applications such as Oracle, Peoplesoft, Lawson, McKesson, Meditech, or similar
3
Responsibilities For Lead Financial Consultant Resume
- Strong data analytics experience required
- Have superior sales skills
- Effectively supervise, coach and develop people
- Analytical, quantitative, interpersonal, communication and organizational skills
- Prior experience with People Soft and / or Hyperion software tools
4
Responsibilities For Financial Consultant Assistant Resume
- Understanding and working experience with financial statements, general ledger and regulatory financial reporting (i.e. Medical Loss Ratio Reporting)
- Working knowledge and experience in Finance and Financial Analysis
- Experience in the Financial Accounting and Reporting roles, with in-depth knowledge of expense accounting, reporting and analysis
- Experience in general financial accounting and reporting (emphasis on complex accounting issues)
- Provide marketing support and consolidated community & state operating cost support
- Proven ability to work in a detail rich environment, using critical thinking to analyze information and provide follow-up and follow-through when needed
- Experience with at least one functional areas: Financial Accounting or Customer Accounts (billing, PSA)
5
Responsibilities For Financial Consultant Associate Resume
- Experience with maintaining up-to-date understanding of CMS requirements related to bids to ensure process development is compliant with these requirements
- Experience collaborating with business partners to help support staffing models etc
- Experience working autonomously and problem solving with little direction
- Experience in financial planning and analysis, IT project accounting and expense management
- Experience with financial analysis, forecasting, budgeting
- Experience with Medicare Rate Setting, Bidding, CMS
- Big 4 working experience
- Drive sales through service: Analyze the customer’s investment needs and achieve sales and referral goals by developing a positive customer experience
6
Responsibilities For Financial Consultant Senior Resume
- Consult and assist agencies to develop spending strategies that enables them to operate business within budget and revenue projections, or appropriations
- Finance/Accounting experience
- Experience in Finance/Accounting/Investments/ALM background
- Experience working with financial models
- Experience in Accounting and financial analysis
- Validate financial data with supporting documentation
- Work with business partners ensure timely and controlled submissions, including analysis of variances from prior submission and from the plan submissions
- Excellent working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products
7
Responsibilities For Senior Financial Consultant / Specialist Resume
- Experience with Medicaid rate setting and rate development
- Experience in delivering portfolio level advice
- Experience with SQL Server Development Tools and creating automation
- Experience building relational databases and database structures
- Experience converting ad hoc data to SQL
- Financial and/or accounting experience
8
Responsibilities For VP, Financial Consultant Resume
- Experience with accounting, financial, and/ or data analysis
- Financial and/or data modeling experience
- Corporate finance, corporate development, investment banking or equity research experience
- Solid understanding of financial markets and
- Experience working in dynamic team environment
- Experience of consistently delivering results
- Excellent strategic thinking, business acumen, and results orientation
- Experience with process reengineering
- Strong technical knowledge of accounting and financial analysis principles and theory
9
Responsibilities For Senior Financial Consultant, AIS Resume
- Experience with the financial administration of claims processing
- Work experience in building financial models
- Experience in Finance or Accounting
- Experience creating written and oral presentations to senior leaders
- Expert in MS Office applications, especially Excel and PowerPoint, including experience in excel with lookups and Pivots
10
Responsibilities For Lawson Functional Financial Consultant Resume
- Experience in Finance, Accounting, or an applicable field of expertise
- Experience in real estate fund or joint venture accounting and/or financial analysis
- Experience in configuring Financial modules in AX 2012 for a retail industry
- Experience with operations / manufacturing environment
- Strong proficiency with Microsoft Excel, HFM, Wdesk, Essbase/Cubus, OBIEE and HP Budget & Planning
- Strong knowledge of accounting concepts, principles and practices
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