Internal Consultant Resume Sample
Helena Lockman
462 Cruickshank Forest,
Los Angeles,
CA
+1 (555) 959 9349
Work Experience
VP, Director RIA Internal Consultant
04/2017
-
PRESENT
Chicago, IL
- Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration
- Use questioning techniques to diagnose advisor and client needs and provide appropriate options for consideration
- Provides financial advisors with analyses of existing prospect portfolios
- Works cooperatively across Advisory & Brokerage Consulting to facilitate cross referrals
- Works cooperatively with other LPL departments to facilitate cross referrals
- Maintains current knowledge and understanding of LPL Research models and updates, industry trends, etc
- Attain certain professional designations - such as Accredited Investment Fiduciary (AIF) as appropriate
- Training & Education – Consult with financial advisors about all aspects of the applicable LPL product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs. Consult on Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses
- Well-developed leadership capabilities with demonstrated success completing multiple cross-functional, cross-business, and cross-cultural projects
Internal Consultant
04/2013
-
11/2016
Phoenix, AZ
- Identify problems through financial, statistical, and logic-based analysis
- Negotiate and influence across multiple business units and geographies, while impacting positive change through awareness, understanding, acceptance and engagement
- Excellent analytical skills with a strong working knowledge of problem solving, root cause analysis, and associated solution implementation. Advanced quantitative and qualitative analytical skills
- Strong desire to help business leaders make meaningful changes within their organizations
- Create effective measures
- Work independently and/or effectively with diverse, cross cultural teams
- Six Sigma Black Belt or Large Consulting experience ideal
Internal Business Consultant
01/2008
-
12/2012
Dallas, TX
- AOS Development: Plans and implements site and system engagements, builds the AOS model by continuously improving how value is delivered to healthcare operations by balancing cost, quality and service
- AOS Capability Management: Coaching and development of AOS Junior Consultants and Interns, and members of the project engagement teams in the TPS and AOS methodology
- Case Consultations & Design – Consult with advisors to understand client needs, provide case design, risk class assessment, proposals and recommendations of suitable products and platforms to meet those needs. Engage with advisors to help them understand how to offer and sell the products, platforms and their services
- Consult on applicable supporting technology including, but not limited to portfolio analytic tools, investor presentation and proposal tool, and LPL ClientWorks
- With little direct supervision, problem-solve a myriad of issues relating to compliance, operations, and technology concerns
- Additional participation in field business planning events and maintain key relationships as assigned
- Performs public speaking at seminars designed to train and educate Financial Advisors
- Prepares sales illustrations, seminar outlines and other documentation used in the sales and marketing of trust services
- Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries
Education
Everest University - Tampa Campus
2003 - 2007
Bachelor's Degree in Business Administration
Professional Skills
- Excellent analytical and problem solving, quantitative skills, experience with SPS, Minitab or similar statistical software
- Strong project management skills and experience, including change management
- Strong presentation, written, and collaborative skills to build and maintain proactive involvement with all levels within the organization
- Fluency in English and Bulgarian and strong communication and report writing skills
- Attention to detail and the ability to prioritize multiple tasks with continually changing priorities
- Demonstrate experience related to the following: OMB A-123, writing process narratives, testing internal controls, communicate findings and recommendations
- : Prior project management experience
How to write Internal Consultant Resume
Internal Consultant role is responsible for software, database, travel, english, auditing, finance, securities, training, compensation, analysis.
To write great resume for internal consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Internal Consultant Resume
The section contact information is important in your internal 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 Internal Consultant Resume
The section work experience is an essential part of your internal 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 internal 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 internal consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Internal Consultant resume experience can include:
- Effectively write and communicate audit engagement reports and recommendations to client management
- Experience in projects and client relationship management with ability to maintain professional standards while developing quality outputs
- 7~8 years operational, process improvement, consulting experience
- Demonstrate ability to thrive in a changing environment and flexibility
- Experience in management consulting position
- Assurance, advisory services or consulting experience
Education on an Internal Consultant Resume
Make sure to make education a priority on your internal consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your internal 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 Internal Consultant Resume
When listing skills on your internal 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 internal consultant skills:
- Strong communication skills, both verbal and in written
- Manage Mission Action Plans (MAPs) through project plan (MS Project) while multi-tasking to handling competing priorities and communicating the risks to the PM
- Proven track record of identifying, developing and driving impactful partnerships across large enterprises
- Experience coaching, mentoring and developing growth organizations
- Manage client expectations through project plan (MS Project) and action log while handling competing priorities and communicating the risks to the client
- Experience preparing Statements of Assurance
List of Typical Experience For an Internal Consultant Resume
1
Experience For Internal Controls Consultant Resume
- Maintain a strong client focus (with EY as the client) by effectively serving client’s needs and developing productive working relationships with key stakeholders
- At least three years of advisory experience in the field of business processes and internal audit
- Experience with Oracle Federal Financial systems
- Manufacturing, Value Chain Excellence, Supply Chain Management, Service
- Defines potential projects by following ABB internal leads and by executing assessments and pre-studies
- Provide training programs on subject matter expert areas for ABB personnel on a global / regional scale and act as sparring partner for Business Leaders
- Maintain a high level understanding of Deutsche Bank’s wide range of investment products and global investment views
2
Experience For Internal Business Consultant Resume
- Successfully working as part of a team to fulfil clients’ expectations and meet engagement objectives
- Lead problem solving session to solicit input from Project Director, Senior GCI leadership, and client stakeholders
- Manage elements of the engagement process (e.g., connect with team members to solve problems, scheduling meetings around structured milestones.)
- Assist with Pricing transparency and why prices are set the way they are
- Handle escalated Pricing questions from Clinic Leaders or patients
- Conduct an assessment of the current-state business operations to identify gaps, opportunities, and threats to achieving long-term success
- Provide insight into current business opportunities based on an understanding of internal and external best practices
- Coordinate projects including year-end close
3
Experience For VP, Director RIA Internal Consultant Resume
- Runs data analytics to support Internal Consulting Group Senior Consultants, and project leaders in specific project work
- Strong orientation toward field-specifics such as auditing contractual risk and compliance, external quality assessment of internal audit functions, control self-assessment, fraud investigations, business process controls optimization and implementation
- Lead project work streams in a largely independent environment with periodic input from leadership – being able to identify and refine the opportunity, structure the work streams, analyze the problem, provide recommendations and carry-out the activities necessary to deliver results
- Efficiently manage project work stream within compressed timeframes while ensuring changing needs of engagement are being addressed with team buy-in / sustainability
- Liason between Chargemaster, Physician and Patient
- Assist with Chargemaster team when Necessary
- Work with Epic Price Estimator Tool
- 5-10% Travel – Travel with RD to help present Delaware Investments’ products and services; develop communication and presentation skills to travel with RDs and make sales presentations; represent Delaware Investments at various regional meetings and conferences
- Sales experience preferably within the financial services industry
4
Experience For Internal Principal Management Consultant Resume
- Gather and assess business requirements in order to identify key performance indicators that align with the business challenges, opportunities, and long term vision
- Assists in supporting targeted marketing campaigns through proactive sales calls (telephone/video) to Financial Advisors in order to raise awareness of Raymond James Trust and to drive new business opportunities in personal trust, agency, ready-to-serve, and donor advised fund services
- Manages the sale process of all new opportunities from within their assigned region as well as the preparation and assembly of all required documentation necessary to present the account to the Pre-Acceptance Committee
- Responds to requests from Financial Advisors who need assistance in selling trust-related services and to act as their centralized resource for information related to Raymond James Trust
- Appointment scheduling and follow-up communications
- Reviews trusts, wills and other documents to make an initial assessment of the fiduciary requirements and whether Raymond James Trust would be eligible to serve in a fiduciary capacity
- Perform internal control operational and financial reporting assessments by maintaining a list of recommendations and present to the client regularly
- Lead weekly meetings with the client reviewing activities and asking relevant questions
- Perform quality reviews of key deliverables ensuring client expectations are met
5
Experience For Internal Control Consultant Resume
- Complete contractual status reporting, manage the internal project financials, and proactively keep internal management informed
- Manage staff and monitor job requisitions
- Manage and train staff, as required
- Facilitate walk-throughs and document the outcome
- Develop and implement an audit strategy that complies with professional standards and appropriately address risks
- Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
- Identifies and recommends process improvements that significantly reduce workloads or improve quality for the team and organization
6
Experience For Chargemaster Internal Consultant Resume
- Document and implement new policies and procedures
- Accountable for the timely and quality submission of deliverables
- Works independently to perform activities in support of ABB internal business improvement projects in different ABB business units
- Leads smaller project teams including members from the BUs in conceptualizing the needed improvement, and supports business project managers in implementing the change within defined project goals, budget and time-frame
- Understands and plans smaller business improvement projects and bring needed specialist know-how to projects utilizing different resources within Internal Consulting Group
- Demonstrate honesty, integrity, and professionalism at all times
7
Experience For Internal Consulting Consultant Resume
- Provide Group-wide subject matter expertize consulting to support EC / Division / BU / PG, Region / Country (GAM/SAM) and Functional Leaders in implementation of their various initiatives and actions in Next Level Strategy 2020, primarily in the following functional areas
- Research & Development, Marketing & Sales, Engineering, Project & Site Management,
- Develop, plan and run internal operational improvements of processes & tools globally by executing assessments and pre-studies for decision making on Group level and drive implementation through-out the businesses
- Leads multi-functional, cross-border/region/unit, complex project teams including members from divisional level in conceptualizing the needed improvement and supports business project managers in implementing the change within defined project goals, budget and time-frame
- Develop new approaches and methods customized to ABB requirements and lead teams to implement them and compile respective training material
8
Experience For Internal Trust Consultant Resume
- Lead knowledge management in respective domain of expertise
- Establish and confirm the leadership and executive alignment necessary to implement and sustain the change in ABB business
- Develops relationships with clients and becomes their trusted advisor
- Analyze control deficiencies and provide improvement recommendations in a complex client environment
- Travel Amount: up to 50%
9
Experience For Internal Management Consultant Resume
- Oversee and deliver quality engagements with specialized expertise as a developer, advisor, and reviewer
- One of more relevant certifications
- CPA, or CGFM
- Maximize the value creation for ABB by supporting Division, Region and Functional Leaders and teams in implementation of their various initiatives and actions defined in Next Level Strategy 2020 primarily in following areas: R&D, Marketing &Sales, Engineering, Manufacturing, Project & Site Management, Value Chain Excellence, Supply Chain Management and Service
- Work independently to facilitate and lead large and complex business improvement projects on a global scale and brings needed specialist know-how to projects utilizing different resources within ICG, and identify of operational difficulties/challenges, and lead the team in the recommendation of ideas and solutions to improve the ABB operational metrics
- Understanding the fundamentals of and/or prior experience with one or more of the following growth & operations improvement topics: growth strategy, strategic planning, market & competitive assessment, sales & marketing effectiveness, pricing, operations strategy, cost reduction, supply chain optimization, product/asset life cycle management, and KPIs
List of Typical Skills For an Internal Consultant Resume
1
Skills For Internal Controls Consultant Resume
- Has a solid understanding of project and process measures, and Service Level Agreements when applicable
- Experience in management consulting or in a business analysis role with a similar scope
- Experience working in a diverse, matrixed organization
- Work experience with exposure to analytics, problem solving and presentation-creation
- Experience with working in teams or 4 or more people
- Demonstrates a "can do" spirit, a sense of optimism, ownership, and commitment
2
Skills For Internal Business Consultant Resume
- Demonstrated self~direction and results orientation
- Demonstrates positive attitude when faced with challenges
- Pay for Performance” with strong merit-based pay increase
- Forge expertise in the area, and become the ABB domain expert through demonstrated knowledge and leadership to build ICG’s offerings
- Experience working as an external or internal auditor or accountant
- Basic knowledge and experience with LEAN/continuous improvement tools and activities
- Experience with internal controls
- Strong background in project coordination and engagement execution
3
Skills For VP, Director RIA Internal Consultant Resume
- Understanding of compliance requirements for alternative models and have a background in performing compliance assessments and reports
- Understanding of FFMIA, FMFIA, A-123, and other applicable laws and regulations
- Consistent track record of identifying, developing and driving impactful partnerships across large enterprises
- Attend meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes
- Proficiency with word processing, spreadsheet, PowerPoint, and graphic presentation software, SharePoint
- A history of exceeding expectations
4
Skills For Internal Principal Management Consultant Resume
- Can apply analytical techniques, e.g., separating a complex whole into its parts or elements to resolve problems or issues, to review the business impact of markets, trends, issues, technologies, economies, and competition
- Has strong project management and process engineering experience
- Uses professional or technical expertise to advise, intervene, and/or influence a business partner
- Manages, motivates, and leads project teams to meet work objectives; consults, responds to, and communicates with customers to manage expectations and to set priorities; quickly and objectively identify and resolves conflict; collaborates, influences, and negotiates with internal and external entities
- Can objectively consider issues and information, identify alternatives, decide and implement solution approaches in order to deliver services and provide value
- Perform internal control operational and financial reporting assessments and verification and validation reviews by maintaining a list of recommendations and present to the client regularly
- Stabilize developed infrastructure solutions using different methodologies that align with Fiserv’s vision and core values
- Contribute to an audit strategy that complies with professional standards and appropriately address risks
5
Skills For Internal Control Consultant Resume
- Oversees day to day work and associates
- Executes work in conformance with work standards, and coordinates work effort with involved parties to ensure problem resolution and client satisfaction
- : PMP or CBAP certified
- Function as a trusted advisor to internal business groups
- Understand relevant application development, infrastructure and operational implications of engagements
- Lead large scale project engagements in a collaborative and fast-paced environment
- IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act (UPAIA), and general Trust Laws, rules and regulations
- Certification from American Society for Quality (ASQ) or similar certification is desirable
- Self~directed, minimal supervision required
6
Skills For Chargemaster Internal Consultant Resume
- Travel to multiple Advocate sites of care is required
- Exposure to office and hospital environments and hazards
- Lead execution of clearly defined components within a process stream, which could span process improvement, organizational change, and / or functional strategy efforts
- Develop engagement/project-specific ideas that actively and quickly identify gaps in existing processes
- Gather, model, and analyze data to identify trends and industry insights
7
Skills For Internal Consulting Consultant Resume
- Present findings to key stakeholders and leverage expertise to a realize an action plan
- Serve as the face of the Controller’s Office to the business for all internal control questions, interpretations or issues
- Present findings to key stakeholders and leverage expertise to realize an action plan
- Paid time-off programs for FT and PT position
- Proven ability to build trust with associates, strong decision making skill including analytical skills, a passion to “win consistently” as evidenced by strong results and outcomes, customer service orientation, a drive to improve continuously, and a desire build talent in self and others
- Highly effective communication (presentation, written and oral) and collaboration skills to deal with multiple groups and multiple levels within the organization, including senior management
- High level of initiative and the ability to work independently
- Strong visionary skills to view controls from an enterprise perspective and balance control requirements with the cost and impact to the business or function to arrive at an optimal approach to control
8
Skills For Internal Trust Consultant Resume
- Relevant progressive experience in the area of specialization
- Think creatively, generate innovative ideas, challenge the status quo and deliver effective results to often ambiguous requirements
- CIA or ACCA qualification(s) (completed or in progress) would be an advantage
- Work independently and as part of a team, ability to work under pressure and meet tight deadlines
- Education: Bachelors in Business, Computer Science or related discipline required
- Foster teamwork and innovation amongst a diverse and sometimes virtual team
- Curious, Engaged, Determined and Insightful
- Strength in knowledge management and financial management
- Strong analytical capabilities with market/opportunity sizing, financial and operational analysis, and model creation; Proficiency with analytical tools such as MS Excel, MS Access, and/or others
9
Skills For Internal Management Consultant Resume
- Creative problem-solving skills, insightful thinking, client-focused perspective, ability to prioritize & meet multiple deadlines in compressed timeframe situations with attention to detail
- Experience working with OMB A-123 and Green Book compliance
- Demonstrated ability to work independently with limited guidance
- Understanding of full cycle financial reporting audits
- Solves complex and ambiguous problems through planning, research, measurement and iterative testing
- Take responsibility for the execution of the assigned audit projects from scoping and planning through to wrap-up and final report delivery
10
Skills For IT Internal Consultant Resume
- Provide multiple options for reviewing and assessing alternative solutions and cost models
- Consults/Analyze on more complex assignments and/or projects such as obtaining and maintaining SOC-1 certification
- Read guidance and regulations and apply to standard operating procedures
- Accelerate value realization by aligning technology deployment and engagement plans with enterprise wide objectives
- Develop improvement strategies from a wide array of methodologies such as six sigma and pragmatic marketing
- Answer calls and emails to address pricing questions from Patients and Physicians
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