Senior Financial Consultant Resume Samples

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.

Experience

10+ Years

Level

Senior

Education

Finance

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.

Experience

2-5 Years

Level

Junior

Education

BS

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.

Experience

10+ Years

Level

Senior

Education

BA

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.

Experience

5-7 Years

Level

Executive

Education

Accountancy

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.

Experience

10+ Years

Level

Senior

Education

Management

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.

Experience

5-7 Years

Level

Executive

Education

Finance

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.

Experience

10+ Years

Level

Senior

Education

BS

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.

Experience

10+ Years

Level

Senior

Education

Computer Technology

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.

Experience

10+ Years

Level

Senior

Education

Finance

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.
   

Experience

7-10 Years

Level

Management

Education

MBA

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.

Experience

2-5 Years

Level

Junior

Education

Accounting