Senior Advisory Resume Sample
Brandon Mohr
45849 Clay Spring,
Boston,
MA
+1 (555) 270 6742
Work Experience
Senior Manager, Private Wealth Advisory
10/2017
-
PRESENT
Los Angeles, CA
- Work collegiately with Regional Team to ensure effective full support of the deployment of agreed regional audit strategies, providing support to all Regional Sanctions Advisory team actions
- Accountable for providing full details of any updates and actions on audit findings within Regional Sanctions Advisory Team to Regional Head of Sanctions in a timely manner
- Risk based performance management reporting and dashboards
- Regulatory compliance and requirements reporting
- Mission and accounting analytics for process assessment or improvement
- Statistical analysis and sampling
- Utilizes Marsh Technology Systems daily to input information and update client status in the placement process
- Participates in internal strategy meetings
Senior Advisory Operations Specialist
11/2014
-
05/2017
San Francisco, CA
- Works closely with Casualty Advisor to drive business and retention and improve the client experiences throughout the proposal and renewal process
- Reviews contracts and audits, and follows up regarding endorsements, policy issuance, extensions and cancellations and escalates concerns to direct manager or client team, as appropriate
- Monitors the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards
- Monitors the maintenance of proper records for reporting and audit purposes and processes insurance details into the database
- Strengthens and maintains relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention
- Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from Casualty Advisor as needed
- Ensures all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing
- MS Office (Intermediate Excel Skills)
FS Advisory, Big Data, Senior Manager
07/2010
-
06/2014
Detroit, MI
- Personally and through others, holds and develops predominant technical expertise in Supply Chain Finance, Receivables Finance and Trade Finance across geographies with understanding of trends and market development. Originates and shares best practice
- Leads the flow of Requests for Proposals (RFPs), Proposals and Deal Wins
- Achieves a step change in the profile and volume of Global Banking transactions in line with Organizational strategy enabling achievement of revenue and balance sheet performance
- Supports the structuring of complex transactions across borders and currencies using a range of products and operational units
- Acts as an evangelist for the perception business and communicates the value proposition, differentiators, and triggers for the identification of new business opportunities, to key internal stakeholders, such as sales, commercial, marketing and service colleagues
- Advances value of existing client relationships, by recognizing shifts in companies’ corporate culture, strategy, and/or business profile and aligning project design and delivery accordingly
- Experience Required: 5 years
- Understanding of investor relations and/or global capital markets, particularly in the Americas and Europe
Education
University of Phoenix - Atlanta Campus
2005 - 2010
Bachelor's Degree in Business
Professional Skills
- Considers and understands the audience’s specific needs and comprehension level to determine the most appropriate message and delivery method, limiting or explaining technical language
- Strong communication, presentation and business writing skills along with the ability to manage and build strong relationships both internally and externally
- Develop selling/business development skills
- Able to manage one’s own time, organize and prioritize to effectively handle multiple demands to meet deadlines
- This is a client-facing role and so an appreciation of the need for excellent customer service is essential
- Experience in the financial services industry, preferably in a major bank/ life insurance company/audit, consultancy firm or regulatory agency
- Understanding of Social Media and how to respond with the appropriate ‘tone of voice’ when required
How to write Senior Advisory Resume
Senior Advisory role is responsible for automation, languages, presentation, english, credit, retail, finance, securities, training, auditing.
To write great resume for senior advisory job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Advisory Resume
The section contact information is important in your senior advisory resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Senior Advisory Resume
The section work experience is an essential part of your senior advisory resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous senior advisory responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior advisory position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Advisory resume experience can include:
- More than 5-year's working experience, at least 3 years related to Finance Due Diligence
- Experience of applying economic theory to the development and evaluation of public and regulatory policy
- A demonstrated interest in Wall Street and the stock market
- Providing advice on product related tax reporting requirements (e.g. T3, T4A, T5, T5008 slips)
- Leading the submission of bids for Acuity’s PPP Advisory team for ME and Africa opportunities
- Serves as a consultant to Advisory Account Processing management regarding work volumes, processes, and how personnel are progressing within the department
Education on a Senior Advisory Resume
Make sure to make education a priority on your senior advisory resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior advisory experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Senior Advisory Resume
When listing skills on your senior advisory resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical senior advisory skills:
- Good analytical and interpersonal skills, with a commitment to professional and client services excellence
- Demonstrated success in building and maintaining effective customer relationships
- Comfortable communicating effectively with all levels of the organization and the client’s organization
- Proactive communication and ability to collaborate effectively and build relationships with all stakeholders to accomplish projects and initiatives
- Significant direct experience in public accounting (Big 4) working for large public international clients at managerial level
- Excellent command of verbal and written in both English and Bahasa Indonesia
List of Typical Experience For a Senior Advisory Resume
1
Experience For Senior Manager, Private Wealth Advisory Resume
- Acting as the main liaison with internal Human Resource groups across the Bank to collaboratively and proactively influence and shape internal policies affecting employee taxable benefits and the impact of tax on compensation policies
- Liaising with the Senior Manager, Taxation & Administration in Retail Deposits & Investments on tax matters related to registered products (e.g. RRSPs, RRIFs, RESPs, TFSAs) and non-registered products
- Teaming with the International Tax group to provide advice to business units on withholding tax compliance obligations (e.g. Part XIII tax, Regulation 105 withholdings)
- Intermediate level experience with Microsoft Excel and Access
- Providing technical support to the business units in responding to audits conducted by the Canada Revenue Agency related to the above
- Manage and administer EO Taxation’s Business Continuity Planning process each year
- Gather all relevant data to complete shareholder analysis process; analyze and interpret data from multiple sources to identify accurate shareholder positions, summarize key movements and trends across the shareholder base
2
Experience For Senior Advisory Operations Specialist Resume
- Provide additional analysis and commentary around peer performance, fundamental data, macro factors and fund flows to help clients understand why shareholder movements have occurred
- After delivering a shareholder analysis report, follow up via phone to ensure client fully understands data and answer any questions on content/recent changes across the shareholder base
- Engage in regular proactive outreach via phone and email to ensure client is aware of important developments in the sector and to share relevant thought leadership and insights
- Leverage industry knowledge/experience to suggest improvements to our Advisory offerings, working closely with Product Development team
- Processes billing requests
- Understand the client's Investor Relations work-flow to ensure our service is aligned with their needs
3
Experience For FS Advisory, Big Data, Senior Manager Resume
- Create and participate in thought leadership via white-papers, web-casts and live events
- Performs a variety of operational procedures
- Work with cross-functional teams to design and develop innovative solutions that meet the needs of our customers. Interact with the customers and internal stakeholders in order to obtain complete and thorough understanding of the requirements
- Create and review specifications, low-level designs, code and test plans
- Demonstrate ability to prioritize conflicting demands and execute assigned projects tasks within established schedule. Recognize programming inefficiencies and recommend improvements
4
Experience For Advisory Perception Senior Specialist Resume
- Collaborate with and mentor members of the team. Participate in knowledge transfer to ensure that team members have a better grasp of the product and domain
- Mature and self-motivated
- Audits advisory fees
List of Typical Skills For a Senior Advisory Resume
1
Skills For Senior Manager, Private Wealth Advisory Resume
- Graduate or post-graduate with 08-10 years of experience with good exposure to multiple regions / markets
- C/C++ development experience
- Experience with Software Development Lifecycle, Object Oriented Design Principles, Software Design Patterns, Multi-Threaded application design
- High sense of responsibility and strong leadership
- Responsible for providing coaching, consulting and guidance to ensure consistency and increase operational efficiency within the department
- Develop in-depth understanding of how to structure and finance PPPs, associated frameworks and institutional capacity building
- Mentor a small team of consultants / senior consultants in project structuring, financing & PPPs
2
Skills For Senior Advisory Operations Specialist Resume
- Works with Advisory Account Processing management and the internal development group to integrate new processes into the existing workflow
- Remains cognizant of industry changes, challenges and findings, integrating this information for NOMX and customer use
- Strong analytical skills: The ability to work with large amounts of data, identifying most relevant issues, spotting trends or anomalies and interpreting their meaning. Strong quantitative reasoning skills are required
- An important part of the job is writing executive summaries which form the core of the client deliverable. Therefore, a strong command of English grammar and the ability to translate key data points into written form is essential. Analysts also have regular phone conversations with clients so strong verbal English communication skills are critical
- Time-management skills: Senior Analysts regularly manage competing priorities during busy periods. Therefore, the ability to identify and prioritise critical tasks, remain calm in pressurized situations and use quieter periods effectively is essential
- Strong collaboration skills: We operate in a team environment where knowledge and work is shared regularly between team members. It is critical for analysts to build and maintain strong and effective relationships with their colleagues, including sales and account management teams, as well as analysts in other global teams
- Provide inputs in PPP structuring, risk identification/allocation/mitigation and value for money analysis
3
Skills For FS Advisory, Big Data, Senior Manager Resume
- Knowledge of accounting and financial audit
- Relevant professional qualifications such as Indonesia CPA, CFA, FRM, or working towards any of these certifications
- Appropriate Series Licenses as appropriate to support Digital Investment Advising
- This role provides the opportunity to develop and leverage subject matter expertise to follow the changing advisory/managed account industry
- Opportunity to bring entrepreneurial spirit and creativity to development of Operational support structure for the business
- Successful track record in delivering on projects in a timely fashion
- Oversees and coordinates cross-training of associates within the department
- Responsible for small to mid-sized commissions / projects or support major commissions / projects
- Lead bid strategy, management and development
4
Skills For Advisory Perception Senior Specialist Resume
- Lead project management of PPP engagements
- Deliver workshops on PPP frameworks of different jurisdictions, best practices, and other aspects of PPP advisory
- Reports to the Technical Director for
- Builds relationships, Legal and Corporate Communications teams
- Relevant consulting experience in valuation, corporate finance, or assurance/accounting services. Experience in Family Law setting preferable
5
Skills For Senior Manager, Domestic Taxation Advisory Resume
- 1 designation preferable (CPA, CFA, ASA, ABV, CFE)
- Being recognized as an industry leader who maintains an extensive network in the Hosting Services space and has a demonstrated proven record of leveraging that network to support new opportunities
- Engages in in-depth discussions with investment professionals on behalf of publicly traded companies to understand their market perception on a variety of fronts, including corporate strategy, investment proposition, use of capital, management, and investor relations, and delivers comprehensive management and Board ready reports of key findings
- A understanding of patterns to ingest data into a Big Data solution
- A knowledge of data modelling methodologies applicable in Big Data environments
- An appreciation of the global nature of the Group’s business across geography
- Expertise with a market-accepted analytic platform (e.g., SAS, IBM, etc.)
- Hands-on experience in at least one of FRM’s core areas, e.g. Basel II/III, credit risk, market risk, operational risk, liquidity risk, risk modeling, Indonesia banking or securities regulatory compliance issues
6
Skills For Senior Advisory & Special Audit Services Resume
- Client service-oriented and accustomed to taking a proactive approach
- 2 – 5 years' experience in delivering professional services to financial services clients as an auditor or a consultant in the area of accounting advisory, auditing or financial reporting
- UG - B.Tech / B.E. OR PG – M.S. / M.Tech in Computer Science, Engineering or related discipline
- Opportunity to work on special team projects or support other team members in their efforts
- High level of interaction with Financial advisors, Product Management, other back office contacts, and exposure to multiple departments within Operations
- High level of responsibility with a focus on operational excellence, attention to detail, risk management, and client support
7
Skills For Advisory & Brokerage Product Senior Specialist Resume
- Opportunity to network with industry peers, build trusted relationships, and serve as an ambassador of the Baird brand
- Exhibit ambition, confidence and professionalism necessary to succeed in a fast-paced, dynamic environment
- Multi-task simultaneous projects
- Special Qualifications: Proficiency in MS Office Tools
- Excellent verbal, non-verbal, and written communications skills, including report composition, presentation of project results to senior IR professionals and Company executives, and conversational interviews with influential investment professionals
8
Skills For Senior Manager PPP Advisory Resume
- Highly organized, keen attention to detail, excellent time management and an ability to juggle multiple projects
- Work in cross-functional role with geographically dispersed teams
- Travel up to 15% within Americas
- Accountable for associate development, performance, process improvement, and business results of the team
- Understanding of industry knowledge and skills in the areas of product, processes, risks, controls, and/or automation, and the ability to use that knowledge to produce results
- Set expectations, resolve issues, and hold self and others accountable
- Series 7 and 66 required within 1 year of hire date
9
Skills For Senior Advisory Representative Resume
- Provide the consultation on the events, such as IPO, M&A, Asset Backed Securities, etc.
- Sharp insight into clients' latent need and capability to develop business
- BS/BA in Economics, Information Systems, Finance, Statistics, Mathematics, Computer Science or related area
- ) experience with data quality analysis, statistical analysis and/or modeling, financial or cost analysis, auditing of internal controls, and/or external/internal financial audit
- Willingness to travel and flexibility to commute to clients in the DC metro area as needed
- Working to raise the company’s profile through targeted events, the preparation and presentation of conference papers and attendance at conferences/seminars where appropriate
- Provide subject matter expertise to the associates within the department
10
Skills For Senior Risk Manager Wealth Digital Advisory Resume
- Audits fees submitted by branches
- Provide the Capital Management group with a quarterly analysis of the consolidated Bank’s deferred tax asset (“DTA”) balance and forecasts of the DTA balances in the future. Provide the Enterprise Wide Stress Testing team with the impact on the Bank’s DTA balance of various stress scenarios
- Provide advice and counsel to Global Wholesale Operations on the Canadian tax implications of Canadian and foreign corporate actions to ensure the proper Canadian tax reporting of these transactions to the Bank’s customers
- Preparation of the annual income tax note to the Bank’s consolidated financial statements
- Review of the tax provisions and income tax returns for the Bank’s life insurance subsidiary and affiliated entities
- Manage non-income corporate based taxes (excluding commodity taxes) and proactively provide advice and counsel to the business units regarding any changes to tax legislation and CRA administrative policies, practices and procedures that impact the Bank’s products and services and the related tax compliance reporting requirements. This
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