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 :
- Responsible for the coordination, preparation and Financial Reporting of (5) insurance companies that comprise The Auto Club Group.
- Prior to processed improvements created and implemented by three Senior Accountants performed this function.
- Main contact and Coordinator of all audits performed by the State of Michigan Office Of Financial and Insurance Regulation.
- Prepared Statutory Accounting Practices (SAP) to GAAP consolidation.
- Preparation of reports for internal management and board of directors.
- Business Consultant representing all Finance departments on the implementation of a new Policy and Claim Management system.
- 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
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 :
- Completed project assignments for a multitude of different companies within diverse industries.
- Project services included human resources management, inventory control, full-charge bookkeeping, and cost accounting.
- Demonstrated expert project management methods and heightened versatility while serving varied companies.
- Initiatives included HR management, inventory control, full-charge bookkeeping and cost accounting.
- Performed full financial reporting review and troubleshooting resulting in data correction.
- Completed human capital audit for proper budgeting and costing of labor dollars for custom fence manufacturer.
- 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
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 :
- Responsible for ensuring the accuracy of divisional and corporate financial results through the creation of financial analysis and modeling tools.
- Analyzed financial metrics and results and provide recommendations to executive management on strategic initiatives.
- Liaison between divisional management, corporate management and external compliance agencies.
- Prepared and analyzed division financial operating results to identify trends and issues to ensure compliance with divisional and corporate objectives.
- Developed models and procedures to monitor and measure performance against strategic and financial objectives.
- Developed a procedure and training manual to provide guidance to divisions on financial modeling, accounting policies, and SOX controls.
- Provided leadership, training and work direction to temporary analysts during peak seasons.
Experience
10+ Years
Level
Senior
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 :
- Analyzed Internal Control structure of various clients and issue recommendations for improvements.
- Assisted clients in small business financing and succeeded in 90% of the applications.
- Proceeds, Clients expanded their business, generate growth in sales, which contributed significantly to the bottom line.
- Helped Clients accomplish financial objectives by assessing the financial situations and developing financial strategies and plans.
- Gathered information regarding investments, asset allocation, saving, tax and retirement planning, estate planning.
- Evaluated risk and tolerance, and as a result, developed road maps pertinent to each Client.
- Activity cost allocation, performance monitoring process, operational metrics, the process to track cost and benefit.
Experience
5-7 Years
Level
Executive
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 :
- 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.
- Excellent ability to facilitate group discussions and proven ability to understand and communicate complicated issues to all management levels.
- Superb data management and process management skills. Developed a proactive sales and management approach.
- Conducted individual counseling sessions and financial education seminars.
- Provided coaching and mentoring to new consultants and served as a leader and expert within my division.
- Consistently ranked among the company's top consultants, exceeding the annual target production goal for 4 straight years.
- Profitably provided valued services in a highly competitive market, while maintaining long-term client relationships.
Experience
10+ Years
Level
Senior
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 :
- Forecasted and monitored results of key initiatives and financial plans for the Retail Channel.
- Interim Regional Financial Officer for New York. Expense Management and Audit liaison for the Field Sales division.
- Participated in data management and ensuring data integrity.
- Produced the key Management Information reporting package for assigned customer groups each month tracking operational measures.
- Developed and monitor financial plan including reporting variance explanations monthly.
- Assessed the reasonableness of data and identify discrepancies.
- Project Lead for the development of new Management Information reports supported customer groups as needed.
Experience
5-7 Years
Level
Executive
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 :
- Prepared monthly finance package and present them to upper management.
- Assisted Directors and managers with the administration, tracking, and reporting of their individual budgets.
- Volunteered and led numerous projects to improve the efficiency of business operations throughout the IT organization.
- Previously responsible for the development, review, and approval of business cases, capital expenditures, monthly management reporting.
- Budgeted, forecasting and the tracking of costs by a project for various sponsor organizations within Verizon.
- Responsible for supporting/tracking/reporting on over projects totaling. A key contributor to Verizon IT's annual capital plan development.
- Extensive interface with outside organizations, project managers and sponsor points of contact.
Experience
10+ Years
Level
Senior
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 :
- Answered questions and accepted payments Initiated and completed applications for financial assistance.
- Interviewed patients for qualifications of financial aid.
- Obtained necessary documents from patients. Financial Consulting in the Energy Industry.
- Drafted documentation to be reviewed by the financial aid committee once approved application was sent to accounting,
- Drafted and submitted claims to an insurance provider.
- Approval and payment from insurance provider released account to patient billing.
- 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
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 :
- Financial and Audited Services Consultant for various governmental and private clients.
- Core Responsibilities Perform multi-function audit and financial reviews across multiple industries.
- Designed financial forecasting models for start-up businesses. Represent clients on financial and tax audits before various federal and state entities.
- Conducted tax research to provide written documentation for tax positions.
- Created financial models, statements and reporting milestones for various start-up businesses.
- Achieved revenue recovery and cost savings on contracted audit projects.
- Provided analysis and state and local taxes (SALT) topics for hearings and court filings.
Experience
10+ Years
Level
Senior
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 :
- Provided controllership and Financial Review Services for early-stage medical device companies.
- Developed financial processes for Professional services firm engaged in SEC work with foreign early-stage companies.
- Provided the Director of Finance/CFO duties for MedIPacs. The developed operating plan for Digirad Inc.
- MedIPacs is an early-stage company that is developing a medical device infusion pump that will have applications in a number of markets.
- Responsible for the maintenance of the company capitalization table, preparation and presentation to the Board of Directors, and the on-going accounting.
- Additional responsibilities include coordination of initial external audit and 409A valuation.
- Mentored and trained new hires on the business and proper salesmanship skills.
Experience
7-10 Years
Level
Management
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 :
- Analyzed various balance sheet accounts. Made recommendations for process improvements.
- Prepared monthly inter-company payable reconciliation.
- Founded over in travel-related expenses that had not been charged to business units.
- Reduced inter-company payable liability adjusting entry by Analysis of balance sheet result in charging to a business unit previously uncharged.
- Worked effectively in a team environment.
- Analysis skills leading the recovery of uncharged expenses.
- Performed both face to face and telephone sales on a daily basis.
Experience
2-5 Years
Level
Junior
Education
Accounting