Independent Financial Consultant Resume Samples

An Independent Financial Consultant is a self-employed professional who helps clients manage their finances. These professionals normally perform the following duties mentioned on the Independent Financial Consultant Resume – assessing the company’s financial status, analyzing investment plans, sourcing and evaluating capital expansion options, including loans; advising on selling and buying stocks and bonds, analyzing market trends, and identifying risks and opportunities; managing current and future tax payments, and providing solutions and setting goals to increase profitability.

The most sought-after skills for the post include the following – hands-on experience with accounting software and statistical packages, good knowledge of fiscal policies, excellent analytical skills, the ability to create detailed reports and spreadsheets; and attention to detail. Most of the Independent Financial Consultants have a degree in finance or a closely related field. A Certified Financial Planner credential will be beneficial.

Independent Financial Consultant Resume example

Independent Financial Consultant Resume

Objective : Independent Financial Consultant with extensive knowledge of acquisitions and divestitures including successful record of post-merger integrations. Broad based experience in internal control design and implementation, risk management, SOX compliance, operational and fraud auditing and SEC reporting.

Skills : Auditing, Project Management.

Description :

    1. Analyzed insurance (life, health, etc.) and benefit plans for clients and family.
    2. Planned, developed, researched, advised and implemented comprehensive financial plans for clients to assist with financial needs.
    3. Assisted families of soldiers killed in action during OEF and OIF.
    4. Worked with local government agencies, employers, local technical and vocational schools and clients to develop and provide options and resources regarding career/job placement and enhancement, as well as credit counseling as needed.
    5. Drafted and monitored correspondence with clients and agencies to insure plans and actions were completed appropriately.
    6. Maintained records and files per laws and regulations of Securities Exchange Commission.
    7. Assisted fellow Veterans in researching local and national program options for any assistance they required.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma


Independent Financial Consultant Resume

Objective : Self-motivated, experienced researcher in finance and economics, with two publications at Journal of Financial Economics. Strong quantitative and analytical skills in developing, testing and modifying complicated economic and financial models. Ten years of broad experience working with large US and international databases, including massive data acquisition and cleaning, hypothesis testing, and statistical forecasting.

Skills : Maintenance, Cleaning, Landscaping, Money Management, Home Health Care.

Description :

    1. Built strong sales and consultative relationships with clients.
    2. Made presentations on financial products and services to groups to attract new clients.
    3. Reviewed financial portfolios and made recommendations based on insurance and investment need(s).
    4. Developed marketing campaigns to include educational programs and sales presentations.
    5. Provided individual consultation to reduce investment risks and maximize financial gains.
    6. Received new agent award for sales excellence.
    7. Obtained top annuity sales in the Hudson Valley office.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts In Psychology


Independent Financial Consultant Resume

Summary : To pursue an Independent Financial Consultant position where I can use my work and educational experience to prepare myself to own my own business.

Skills : Typing, Customer Service, Computer, Communication, Organization, Clerical, Clerical.

Description :

    1. Experienced of financial, administrative, and logistical leadership within manufacturing environments, with concentration in small to medium operations.
    2. Presented Mainly manufacturing consulting for start up or restart operations ranging from $2M to $10M.
    3. Provided technical support on financial development, board presentation, and supply chain enhancement.
    4. Manufactured financial support comprised forecasted pro forma development for internal presentation and investor review, strategic analysis of market, account reconciliation process development, capital appropriation and leadership of developing financial knowledge for senior management.
    5. Provided support to companies such as Elantric, Rochester, NY, a confidential beverage industry start up in St.
    6. Led in carrier negotiations while managing the overall renewal/marketing process.
    7. Contributed to enhancement of client services/sales by being well informed and maintaining a familiarity with industry trends.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S. In Business Administration

Independent Financial Consultant Resume

Objective : Responsible for Counselling and influencing the Financial Operations management team and helps shape positive outcomes within the department, and also Using discretion in making independent decisions.

Skills : Sales, New Business Development, Networking, Real Estate, Insurance, Negotiation, Business Management, Marketing, Sales Presentations, Automotive.

Description :

    1. Prospected for and solicited accredited investors for company's private equity offering.
    2. Responsible for recruiting, training and supervising sales agents.
    3. Prospected institutional lenders, investment banks and VC's for bridge financing.
    4. Established and managed telesales profit center.
    5. Continually researched fiscal and monetary policies, market trends, macroeconomic indicators and geopolitical events that could impact my stock portfolio and the portfolios of friends and family.
    6. Self-taught technical analysis including RSI, MACD, and Bollinger Band indicators to detect divergence/convergence of a given stock.
    7. Improved my portfolio's rate of return to its current level of 8.9% YTD as well as the return for others' portfolios.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A. In Economics

Independent Financial Consultant Resume

Summary : Skilled at organizing complex projects, defining project priorities, and delegating tasks. Self-starting, goal-oriented strategist whose confidence, perseverance and vision promote success Friendly - can get along well with others. Extensive experience in Financial and Insurance Planning demonstrated effective leadership skills.

Skills : Google Docs/Sheets/Drive, Microsoft Office Suite, Internet Research, Financial Needs Analysis, SABRE Computer Programs.

Description :

    1. Assisted in managing carrier/vendor relationships.
    2. Supported, mentored, and trained staff as necessary.
    3. Researched financial operations workflow problems and system irregularities.
    4. Developed, tested, and presented process improvement solutions for new systems, accounts and workflow improvements.
    5. Ensured new processes are in alignment with standardization focus of organization. 
    6. Ensured that there are standard procedures across business units.
    7. Performed complex data analysis and makes recommendations based on the results.
                          Years of Experience
                          Experience
                          7-10 Years
                          Experience Level
                          Level
                          Management
                          Education
                          Education
                          Master's

                          Independent Financial Consultant Resume

                          Objective : An energetic and Independent Financial Consultant professional individual with more then 6 years of accounting and bookkeeping experience, and extensive knowledge of US GAAP, seeking a full-time position in the field of Accounting or Finance.

                          Skills : Sales And Marketing, Medical Billing, Medical Coding, Paralegal, Billing, Collections, Credit Analysis, Customer Service, Leadership Development, Leadership, Excel, Database Management, Management, Retail, Client Relationship Management, Financial Analysis, Financial Management, Accounting.

                          Description :

                            1. Summarized results in an executive report identifying 23 areas of improvement across several functional areas.
                            2. Recommendations for improvements with short term results anticipated at over $150K.
                            3. Developed policies and procedures for a high-tech security company involved in government contracting.
                            4. Contracted CFO/Controller functions.
                            5. Managed outsourcer of acute care hospitals' ERs, including recruitment and credentialing of clinical care staff, billing and collection from Medicare, Medicaid and 3rd party payers.
                            6. Assisted CEO in successful sale of business from one PE sponsor to another.
                            7. Led various committees or work groups to develop, implement, modify and document new or revised financial operations processes, procedures, systems and tracking mechanisms.
                          Years of Experience
                          Experience
                          2-5 Years
                          Experience Level
                          Level
                          Junior
                          Education
                          Education
                          Business Administration

                          Independent Financial Consultant Resume

                          Headline : Independent Financial Consultant professional with a proven track record of optimizing the finance function and building high-performing teams within both software and manufacturing organizations. Able to enhance the impact of the finance organization through understanding and alignment with company-wide initiatives and strategies.

                          Skills : IT Financial Management, FP&A, Pricing, Decision Support, Process Improvement, Management Reporting, Business Modeling, Strategic Planning, Team Building, Mentoring, Business Partner.

                          Description :

                            1. Provided consulting services specifically focused on sales, accounting, and business management related functions.
                            2. Converted paper general ledger system into electronic format using Quick Books.
                            3. Converted paper legal documents into electronic forms.
                            4. Audited accounts receivables to identify outstanding delinquent accounts.
                            5. Prepared collection letters and managed collection process resulting in a recovery of over $15,000.
                            6. Provided consulting services specifically focused on accounting, business management, and information technology.
                            7. Created and implemented a uniform and consistent electronic invoicing system.
                          Years of Experience
                          Experience
                          5-7 Years
                          Experience Level
                          Level
                          Executive
                          Education
                          Education
                          MBA In Accounting

                          Independent Financial Consultant Resume

                          Headline : Seeking a temp to a perm job opportunity that will utilize my 30 plus years of experience as a self-employed Financial Consultant and Certified Public Accountant. With experience in public accounting, industry, and financial services, I possess strong analytical skills, technical expertise, excellent leadership talents, documented superior results, and exceptional interpersonal skills including Managing - effective team approach with business owners and other financial professionals.

                          Skills : Hiring Skills, Maintenance Skills.

                          Description :

                            1. Converted all business related documents into electronic format.
                            2. Implemented organizational process for business owner's calendar, filing system and client database.
                            3. Measured feasibility of various cost management solutions, use data to project and model outcomes, assess associated risk, and provide recommendations.
                            4. Managed multiple deadlines and workflows within a fast-paced, team environment while maintaining high levels of communications both internally and with clients.
                            5. Assisted in developing, enhancing and maintaining underwriting methods and techniques.
                            6. Became familiar with and develop skill set around data analytics.
                            7. Maintained comprehensive knowledge of carrier products and networks, cost management solutions and various funding mechanisms.
                                                              Years of Experience
                                                              Experience
                                                              5-7 Years
                                                              Experience Level
                                                              Level
                                                              Executive
                                                              Education
                                                              Education
                                                              MBA

                                                              Independent Financial Consultant Resume

                                                              Objective : As an Independent Financial Consultant, responsible for creating, developing and implementing process improvements with an enterprise wide focus, and also Counselling and influenced other departments to ensure positive outcomes for the Financial Operations department.

                                                              Skills : Financial Skills, Maintenance Skills.

                                                              Description :

                                                                1. Remained abreast of the health insurance environment and constantly changing insurance legislation and serve as an industry resource to Sales Executives and Account Managers.
                                                                2. Responded to routine and non-routine correspondence.
                                                                3. Worked independently and within the team on special nonrecurring and ongoing projects.
                                                                4. Represented AP Benefit Advisors in a positive and professional manner with both internal and external customers.
                                                                5. Maintained composure and effectiveness under pressure in a deadline driven environment.
                                                                6. Represented Financial Operations organization on strategic projects and initiatives.
                                                                7. Represented organization in meetings and relays information to production teams.
                                                                Years of Experience
                                                                Experience
                                                                2-5 Years
                                                                Experience Level
                                                                Level
                                                                Junior
                                                                Education
                                                                Education
                                                                Bachelor's In Business Administration

                                                                Independent Financial Consultant Resume

                                                                Headline : To establish a long-term career in a company where I may utilize my Independent Financial Consultant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

                                                                Skills : Team Work, Planning Skills.

                                                                Description :

                                                                  1. Executed competitive bidding of all coverage lines and prepares reports outlining financial and contractual analysis according to company policy.
                                                                  2. Reviewed vendor proposals for accuracy.
                                                                  3. Assisted Sales Executives to evaluate, determine and recommend alternative. coverages, pricing, options, and plan design changes based on analysis of available plan elements and on client/prospect goals.
                                                                  4. Prepared financial analysis for prospects, including claims projections, premium equivalents, and contribution scenarios.
                                                                  5. Produced deliverables timely, accurately, and in compliance with company standards.
                                                                  6. Built and maintained models and/or templates on an as-needed basis.
                                                                  7. Developed positive relationships with vendor representatives.
                                                                Years of Experience
                                                                Experience
                                                                5-7 Years
                                                                Experience Level
                                                                Level
                                                                Executive
                                                                Education
                                                                Education
                                                                MS