Finance Consultant Resume Samples

Finance consultants are high-level professionals who provide advice on finance to the clients. The common roles and responsibilities listed in the resume include – determining the client’s needs, developing financial strategies, helping clients in making finance decision, presenting financial plans, developing financial plans, reaching prospective clients, helping in budget preparation, developing and submitting report, creating and maintaining financial models, monitoring and managing expenses, performing financial analysis, and maintaining client database.

A Well-crafted Finance Consultant Resume highlights job skills like financial planning knowledge, hands-on knowledge of accounting and statistical packages, a good command over fiscal policies, excellent analytical skills and the ability to draft reports and spreadsheets. To get into this career path, a degree preferably in the field of accounting or finance is compulsory. An additional qualification like a certification like CFA or CFP would be an added advantage.

Finance Consultant Resume example

Finance Consultant Resume

Summary : Having over 9 years of expertise in financial management, fundraising, and strategic messaging for individuals and organizations. Every complex situation has a simple solution based on math, consistent behavior and accountability.

Skills : Microsoft Office Suite, Budget, Data Analysis, R&D.

Description :

    1. Increase accuracy and efficiency by maintaining and updating the journal and report databases, and reviewing segment, legal entity, and market combinations.
    2. Ensure a steady stream of revenue by managing purchase orders for reinsurance premium payments, and submitting quarterly reports and flux analysis.
    3. Consistently test premium changes for other business units, which impact the premium reconciliation, student health plan processing, and table maintenance.
    4. Develop semi-automated journal entry postings using the Microsoft Access database to reduce the risk for human error and increase operating efficiencies.
    5. Constantly looking to pioneer simplicity by re-engineering/redesigning processes and procedures.
    6. Utilize SQL via passthrough queries in Microsoft Excel as a tool to reconcile premium and journal entry tables to tie back to total premium revenue.
    7. Supervised auditing procedures on ad hoc projects, also assisted with SAP Essbase projects in several companies.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS


Finance Consultant I Resume

Headline : A highly talented, dedicated and successful Finance professional with extensive management experience in business accounting operations eager to apply strategies and initiatives to improve profitability and organizational performance. Possesses hands-on experience in all phases of business accounting, including payroll, billing, financial reporting, budgeting, taxation, and financial modeling and forecasting.

Skills : Advanced Excel, Access, Peoplesoft, Oracle Smartview, CoStar Real Estate Management, DOS.

Description :

    1. Rent implications and financial impact of lease renegotiations and land acquisitions on previously leased properties.
    2. Created and implemented the Asset Management Center of Excellence which provides financial consulting and expertise on the impact of purchasing vs.
    3. Built and expanded the financial knowledge of non-financial personnel through clear communication, trust, and consulting on the effect of the company's financial policy.
    4. Created and implemented a financial policy to strengthen the ability to purchase the property.
    5. Responsible for daily use and analysis of real estate leases through ROI, NPV, ELV, and IRR calculations.
    6. Assisted in bringing balance sheet reconciliations current and completion of month-end and year-end financial statements.
    7. Constantly looking to pioneer simplicity by re-engineering/redesigning processes and procedures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BFA


Finance Consultant-Manager Resume

Summary : Highly experienced Finance Consultant specializing in comprehensive financial forecasting, budgeting, and analysis to senior management at Fortune 500 companies. Proven track record building financial tools and forecasting models to provide accuracy, efficiency, and streamlined processes. A skilled communicator is able to establish strong working relationships with clients and co-workers.

Skills : Hyperion Planning, Payroll, Budgeting, Taxation, MS Office Suite.

Description :

    1. Partner with clients to achieve their financial goals and implement business initiatives.
    2. Responsible for a $135 million administrative expense budget and for forecast and budget-related functions for five Senior Executive Clients.
    3. Prepared materials and led review meetings with Senior Executive Clients.
    4. Responsible for month-end accounting close activities.
    5. Created staffing reports and consulted with the Actuary Officer, determining appropriate future staffing needs.
    6. During the corporate restructuring, develop a structure for Medical Management and Chief Financial Officer's organizations for operational expenses by function.
    7. Designed consistent reporting to review forecasts, budgets, and monthly close data within the CFO organization by standardizing and maintaining reports.
    8. Trained CFO and Medical Management clients to effectively use financial and management tools such as EIS, Hyperion, PeopleSoft, SAP, and Taleo. 
    9. Perform actual cost analysis, and update associated information, significantly improving proficiency.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA

Finance Consultant-Mortgage Resume

Summary : Highly experienced Finance Consultant with a proven track record building financial tools and forecasting models to provide accuracy, efficiency, and streamlined processes. A skilled communicator is able to establish strong working relationships with clients and co-workers.

Skills : Financial Analysis, Cost Accounting, Cash Management, Budget Development, Forecasting, SOX, Internal Controls, Process Improvement.

Description :

    1. Process mapping analysis to eliminate non-value added activities.
    2. Develop and implement budget/forecast processes for the standardization of internal/external financial reporting processes.
    3. Developing and establishing internal controls for a company.
    4. Improve cash flow functions of a company by strengthening banking relations, debt review and consolidation, and improving cash flow through analysis and modeling.
    5. Consult on all aspects of the administrative functions of a company like an employee benchmarking, 401K analysis, to establishing long-term development plans for accounting.
    6. Review workflow to recommend short-term improvements and long-term objectives.
    7. Work cross-functionally to understand current processes, identify risk, and recommend/implement corrective action.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA

Finance Consultant II Resume

Objective : Finance professional with 5 years of experience in a broad spectrum of functions including accounting, budget preparation, administration, project costing, auditing, performance reporting, and project management.

Skills : Financial Reporting, Budgeting, Performance Reporting, and Data Analysis.

Description :

    1. Collaborate to provide audit, consulting, financial advisory, risk management, and tax services to selected clients.
    2. Developed, analyzed, and executed budgets.
    3. Evaluated the relationships between major Program changes and the financial status of organizations.
    4. Ensured there are adequate funds for programs within the organization.
    5. Employed cost-benefit analysis to review financial requests, assess program tradeoffs and explore alternative funding methods.
    6. Consolidate individual departmental budgets into operating and capital budget summaries.
    7. Evaluated the performance of a program and adjust funding if necessary.
    8. Prepared expense reports and tracks the projected budget against actual costs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBA

Jr. Finance Consultant Resume

Objective : Seeking to provide executive leadership to nonprofit organizations, and also to leverage extensive experience and education in developing and implementing innovative programs and delivery models.

Skills : Microsoft Excel, Peoplesoft, Lawson ERP, Longview Planning, Financial Edge, Business Objects, Microsoft Access.

Description :

    1. Prepared functional specification documents on accounts payable & accounts receivables.
    2. Incident management and problem management related to voucher processing & payments, integrity issues and integration issues with procurement and sales.
    3. Involved in clients' month-end and year-end activities and solving all finance-related issues and helping them client in successfully closing the period and year.
    4. Functional contribution in change requests through the preparation of functional specifications.
    5. Assisting the technical team in understanding requirements and testing.
    6. Responsible for UAT and end-user satisfaction of the quality of the change.
    7. Evaluated the performance of a program and adjust funding if necessary.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Sr. Finance Consultant Resume

Objective : Senior Financial Manager with a proven record of process improvement, relationship management, and cost control, resulting in both client and employee satisfaction; Successful working in a wide range of industries with a variety of responsibilities. A results-focused leader committed to team building, mentoring, ethics and integrity in strong compliance and financial reporting environment.

Skills : MS Office Suite, Peoplesoft, Taxation, Stocking.

Description :

    1. Assembled and analyzed management reports.
    2. Designed and implemented processes to increase efficiencies by maximizing the use of the company database and establishing standard protocol.
    3. Designed a work plan to sustain future growth.
    4. Designed and implemented the process to record, track, and report the contents of all flood-impacted facilities in both temporary and permanent locations.
    5. Report and analyze maintenance expenses for the entire fleet in a multi-company environment.
    6. Established fundraising record which was unbroken for 10 years.
    7. Routinely closes 95% of all pledges within the 30-day time frame.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Accounting

Associate Finance Consultant Resume

Objective : A senior-level executive with strategic corporate leadership in finance and operations. Strong business background with an established record of achieving organizational financial and operational objectives. Provides a 360-degree view of the enterprise financial performance, while developing and delivering proactive analysis.

Skills : Quickbooks, Microsoft Office Suite, Salesforce.

Description :

    1. Provided financial expertise to prepare monthly forecasts, inventory models and analyzed sales trends.
    2. Assessed and determined optimal safety stock levels, re-order point requirements and prime quantities.
    3. Spearheaded, designed and implemented an advanced inventory model that automated inventory process.
    4. Adeptly analyzed monthly sales data to identify trends and analyze product sales, resulting in a deeper understanding of product sales and customer behavior.
    5. Provided guidance and proposed recommendations regarding wholesale packages.
    6. Prudently calculated monthly forecasts, as well as those for retail and wholesale divisions of the company, resulting in increased revenue by 300%.
    7. Crafted a working inventory tracking platform that contributed to the reduction of stock-outs by 80% efficiency.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Finance Consultant-BA Resume

Objective : Worked as a functional Finance Consultant for a manufacturing client. Expertise in preparing and analyzing financial statement data in varied business analysis and valuation contexts.

Skills : Advanced Excel, Access, Peoplesoft, Oracle Smartview, CoStar Real Estate Management, DOS.

Description :

    1. Implemented financial modules for a global manufacturing giant in financials.
    2. Gained expertise on the modules, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets and Human Resources under functionality.
    3. Expertise in preparing the General Ledger data and loading into Financials package.
    4. Mapped the requirements of the client with the functionalities of Financials, and suggested customizations as required.
    5. Worked extensively on Excel spreadsheets for preparing the data accordingly to be loaded into ERP.
    6. Worked towards finding solutions to functional issues that may come up during each phase of the project.
    7. Worked as a member of the editorial board in the creative team, internal newsletter for the client account.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
PGDM

Finance Consultant-Temp Resume

Headline : Seasoned Financial professional with experience in both the private and public sectors. Have held a number of individual contributor and management roles in accounting, financial planning, financial analysis, and financial and management reporting.

Skills : Oracle R12 & 11I, Adaptive Insights, SQL Management Studios, Oracle FSG Report Writer, Microsoft Dynamics.

Description :

    1. Assisted with the build-out and implementation of adaptive insights, a cloud-based tool to facilitate budgeting, forecasting, and monthly financial reporting.
    2. Lead the development and data collection of the organization KPI's.
    3. Developed numerous within adaptive, including but not limited to, gross margin analysis, indirect expense analysis, non-operating expense analysis, headcount analysis.
    4. Worked with internal staff to model the Balance Sheet and Cash Flow Statement within Adaptive.
    5. Assisted the client with its annual budgeting and forecasting process.
    6. Assisted with the implementation of adaptive insights for budgeting, forecasting, and reporting.
    7. Developed numerous management and financial reports.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA

Finance Consultant Resume

Objective : Seeking long term employment in an organization where one can grow professionally and further enhance skills, knowledge, and experience to face and overcome the challenges of today's changing work environment.

Skills : Excel, Account Reconciliation, Bank Reconciliation, Invoicing, Cash Flow Projections, Costing, Purchase Order, General Ledger, Quickbooks, Data Basic, Outlook.

Description :

    1. Assisted in developing strategic and operation goals for Ministries by identifying and analyzing preliminary business needs and translate the goals into programs and activities.
    2. Prepared proposal budget for the programs.
    3. Costed activities associated with programs.
    4. Consolidate individual departmental budgets into operating and capital budget summaries.
    5. Evaluated the performance of a program and adjust funding if necessary.
    6. Prepared financial expense reports and tracks the projected budget against actual costs.
    7. Prepared accurate and timely financial expense reports to donors.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBA