Senior Financial Consultant Resume Samples

Senior Financial Consultants are either self-employed or work for various financial institutions to help clients manage or handle their finances. These Consultants provide guidance on cash management, investment decisions, risk management, and all other finance-related matters. Senior Financial Consultant Resume showcases the following job tasks – assessing the financial status of the company, analyzing financial and investment plans, advising on buying and selling bonds and shares, analyzing market trends, managing current and future tax payments, monitoring financial procedures, reviewing day-to-day transactions, and identifying areas of improvement.

Apart from depicting in the resume proven work experience in the related cadre, the Senior Financial Consultants are supposed to depict these abilities as well – solid knowledge of accounting software and statistical package, good knowledge of fiscal policies, excellent analytical skills, the ability to create spreadsheets and confidentiality. A Degree in finance or Accounting along with CFP or CFA certification is the needed qualification for this role.

Senior Financial Consultant Resume example

Senior Financial Consultant Resume

Summary : Responsibility for the financial operations of several industries including Health Care, Aerospace, Telecommunications, Customer Care and Billing, and Consulting.

Skills : MS SQL, Proc SQL, VBA, Access, Excel, EDI, AS 400,.

Description :

    1. Responsible for the coordination, preparation and Financial Reporting of (5) insurance companies that comprise The Auto Club Group.
    2. Prior to processed improvements created and implemented by three Senior Accountants performed this function.
    3. Main contact and Coordinator of all audits performed by the State of Michigan Office Of Financial and Insurance Regulation.
    4. Prepared Statutory Accounting Practices (SAP) to GAAP consolidation.
    5. Preparation of reports for internal management and board of directors.
    6. Business Consultant representing all Finance departments on the implementation of a new Policy and Claim Management system.
    7. Played an integral role in the development of an automated interface to feed financial information from a newly developed Policy.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance


Senior Financial Consultant I Resume

Objective : Proven track record of developing and driving strategy and business performance in fast-paced environments. Experience in the areas of SOX compliance and technical accounting analysis.

Skills : Management Accounting, Financial Management.

Description :

    1. Completed project assignments for a multitude of different companies within diverse industries.
    2. Project services included human resources management, inventory control, full-charge bookkeeping, and cost accounting.
    3. Demonstrated expert project management methods and heightened versatility while serving varied companies.
    4. Initiatives included HR management, inventory control, full-charge bookkeeping and cost accounting.
    5. Performed full financial reporting review and troubleshooting resulting in data correction.
    6. Completed human capital audit for proper budgeting and costing of labor dollars for custom fence manufacturer.
    7. Completed full P&L review and reclassification of costs to proper cost centers and GL codes for accurate cost accounting in SAP.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS


Senior Financial Consultant III Resume

Summary : A conscientious, analytical and resourceful finance professional with diverse experience. Maintained a high level of compliance on all business controls for the IBM Global Finance Organization.

Skills : Financial Analysis, Business Analysis, Modeling, Margin.

Description :

    1. Responsible for ensuring the accuracy of divisional and corporate financial results through the creation of financial analysis and modeling tools.
    2. Analyzed financial metrics and results and provide recommendations to executive management on strategic initiatives.
    3. Liaison between divisional management, corporate management and external compliance agencies.
    4. Prepared and analyzed division financial operating results to identify trends and issues to ensure compliance with divisional and corporate objectives.
    5. Developed models and procedures to monitor and measure performance against strategic and financial objectives.
    6. Developed a procedure and training manual to provide guidance to divisions on financial modeling, accounting policies, and SOX controls.
    7. Provided leadership, training and work direction to temporary analysts during peak seasons.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA

Senior Financial Consultant II Resume

Headline : Expertise in developing strategic key stakeholder relationships and collaborating effectively with co-workers, partners, auditors and state/federal government officials.

Skills : Forecasting, Reporting, Financial Modeling.

Description :

    1. Analyzed Internal Control structure of various clients and issue recommendations for improvements.
    2. Assisted clients in small business financing and succeeded in 90% of the applications.
    3. Proceeds, Clients expanded their business, generate growth in sales, which contributed significantly to the bottom line.
    4. Helped Clients accomplish financial objectives by assessing the financial situations and developing financial strategies and plans.
    5. Gathered information regarding investments, asset allocation, saving, tax and retirement planning, estate planning. 
    6. Evaluated risk and tolerance, and as a result, developed road maps pertinent to each Client.
    7. Activity cost allocation, performance monitoring process, operational metrics, the process to track cost and benefit.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accountancy

Sr. Senior Financial Consultant Resume

Summary : Strategic and analytical leader in health care business administration with a successful track record in government and commercial health plans. Expertise in Business Analysis, Problem Solving.

Skills : Program Management, Business Analysis, Strategic Leadership.

Description :

    1. Consulted with individuals and institutions on a broad range of financial planning issues as they relate to a diverse array of financial products and services.
    2. Excellent ability to facilitate group discussions and proven ability to understand and communicate complicated issues to all management levels.
    3. Superb data management and process management skills. Developed a proactive sales and management approach.
    4. Conducted individual counseling sessions and financial education seminars.
    5. Provided coaching and mentoring to new consultants and served as a leader and expert within my division.
    6. Consistently ranked among the company's top consultants, exceeding the annual target production goal for 4 straight years.
    7. Profitably provided valued services in a highly competitive market, while maintaining long-term client relationships.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Management

Senior Financial Consultant/Analyst Resume

Headline : To obtain a challenging position within the non-profit, public, or private sector where current skills will be utilized and additional experiences attained while providing direct solutions and results.

Skills : Microsoft Office, Data Analysis and Mining, Financial Analysis.

Description :

    1. Forecasted and monitored results of key initiatives and financial plans for the Retail Channel.
    2. Interim Regional Financial Officer for New York. Expense Management and Audit liaison for the Field Sales division.
    3. Participated in data management and ensuring data integrity.
    4. Produced the key Management Information reporting package for assigned customer groups each month tracking operational measures.
    5. Developed and monitor financial plan including reporting variance explanations monthly.
    6. Assessed the reasonableness of data and identify discrepancies.
    7. Project Lead for the development of new Management Information reports supported customer groups as needed.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Finance

Senior Financial Consultant/Representative Resume

Summary : As a respected Sales Executive with over years of experience in selling enterprise information technology, professional services, software applications and cloud applications, have excelled at business development.

Skills : Communication Skills, MS-Office.

Description :

    1. Prepared monthly finance package and present them to upper management.
    2. Assisted Directors and managers with the administration, tracking, and reporting of their individual budgets.
    3. Volunteered and led numerous projects to improve the efficiency of business operations throughout the IT organization.
    4. Previously responsible for the development, review, and approval of business cases, capital expenditures, monthly management reporting. 
    5. Budgeted, forecasting and the tracking of costs by a project for various sponsor organizations within Verizon.
    6. Responsible for supporting/tracking/reporting on over projects totaling. A key contributor to Verizon IT's annual capital plan development.
    7. Extensive interface with outside organizations, project managers and sponsor points of contact.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS

Lead Senior Financial Consultant Resume

Summary : Senior finance leader responsible for delivering property financial oversight and financial performance improvement. Experienced in Financial Statement Analysis, Treasury, Purchasing, Budgets.

Skills : Microsoft Office, Project Management, Programming.

Description :

    1. Answered questions and accepted payments Initiated and completed applications for financial assistance.
    2. Interviewed patients for qualifications of financial aid.
    3. Obtained necessary documents from patients. Financial Consulting in the Energy Industry.
    4. Drafted documentation to be reviewed by the financial aid committee once approved application was sent to accounting,
    5. Drafted and submitted claims to an insurance provider.
    6. Approval and payment from insurance provider released account to patient billing.
    7. Performed Investment Management via ERP modules and External Liaison duties while reporting to governing bodies at the Pentagon.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Computer Technology

Sr. Senior Financial Consultant Resume

Summary : Seasoned financial manager with twelve plus years of professional experience working with companies financial statements, forecasting, cost benefit analysis, business intelligence.

Skills : Communication Skills, Financial Service.

Description :

    1. Financial and Audited Services Consultant for various governmental and private clients.
    2. Core Responsibilities Perform multi-function audit and financial reviews across multiple industries.
    3. Designed financial forecasting models for start-up businesses. Represent clients on financial and tax audits before various federal and state entities.
    4. Conducted tax research to provide written documentation for tax positions.
    5. Created financial models, statements and reporting milestones for various start-up businesses.
    6. Achieved revenue recovery and cost savings on contracted audit projects.
    7. Provided analysis and state and local taxes (SALT) topics for hearings and court filings.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Senior Financial Consultant/Co-ordinator Resume

Summary : Relationship focused financial advisor with extensive experience helping clients build and protect wealth looking to transition out of a purely commission based sales role.

Skills : Communication Skills, Financial Services.

Description :

    1. Provided controllership and Financial Review Services for early-stage medical device companies.
    2. Developed financial processes for Professional services firm engaged in SEC work with foreign early-stage companies.
    3. Provided the Director of Finance/CFO duties for MedIPacs. The developed operating plan for Digirad Inc.
    4. MedIPacs is an early-stage company that is developing a medical device infusion pump that will have applications in a number of markets.
    5. Responsible for the maintenance of the company capitalization table, preparation and presentation to the Board of Directors, and the on-going accounting.
    6. Additional responsibilities include coordination of initial external audit and 409A valuation.
    7. Mentored and trained new hires on the business and proper salesmanship skills.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA

Senior Financial Consultant Resume

Objective : To obtain a position that will capitalize on the skills that have obtained, while working with individuals and small businesses, in the Financial Services Industry.

Skills : SAP, Solomon, MS Windows, Microsoft Office.

Description :

    1. Analyzed various balance sheet accounts. Made recommendations for process improvements.
    2. Prepared monthly inter-company payable reconciliation.
    3. Founded over in travel-related expenses that had not been charged to business units.
    4. Reduced inter-company payable liability adjusting entry by Analysis of balance sheet result in charging to a business unit previously uncharged.
    5. Worked effectively in a team environment.
    6. Analysis skills leading the recovery of uncharged expenses.
    7. Performed both face to face and telephone sales on a daily basis.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Accounting