Ensure the coordination of strategic plan revenue assumptions with new product development assumptions (NPV’s), Maintain NPV’s to analyze current and potential investments within the portfolio, indication expansion, and external opportunities, Develop ad hoc reporting and analysis for special projects and management requests, Participate in cross-functional R&D Core teams as Finance representative. Processed services related to brokerage including check requests, account updates, account withdrawals and IRA withdrawals. Financial Consultant. Financial Consultant Resume Samples 4.8 (49 votes) for Financial Consultant Resume Samples. Possesses the ability to ask appropriate probing questions and influence the direction of each communication, NASD Series 6 and 63, as well as current Insurance licensing, including ability to be licensed at date of hire in 51 jurisdictions. in Accounting/Finance or equivalent, Proficient in insurance accounting and US STAT, Knowledge of People Soft and Hyperion Financial Management (HFM), Ability to work within tight time constraints and multiple priorities, Excellent interpersonal skills, teamwork and collaboration, Report preparation and presentation to clients, Tender preparation based on Requests for Proposals (RFPs) and Requests for Expressions of Interest (RFIs), Having an appreciation of the roles of fellow professionals on other projects and interfacing and coordinating with them appropriately, Interfacing with clients, suppliers and contractors, Masters in finance, accounting, engineering or economics (or related field with a quantitative emphasis), A minimum of ten years’ experience working in financial modelling, quantitative financial analysis and financial structuring working for banks, financial institutions and project developers, High level of IT literacy and numeracy skills, Experience of working as a consultant and assignments overseas will be an advantage, Experience in transaction advisory services and of advising clients on large scale power transactions, Experience in cost of supply and tariff studies, A strong track record in modelling and quantitative analysis is essential particularly in the electricity/energy market, Good report writing and public presentation skills, Ability to produce clear and logical written communication, A willingness to travel internationally for short periods, Ability to be adaptable and able to work both independently and as part of a team, A keen interest in contributing to business development including writing proposals and making occasional pitches, Pay strong attention to detail and demonstrate accurate work, Highly motivated to lead the financial analysis area, interface with clients, as well as undertake training of junior staff, Act as a strong liaison and provide analytic support on network related initiatives, Analyze benchmarking data, reports, processes, and measurements, Develop/document business, analysis and reporting requirements, Evaluate and prioritize data changes and enhancements, 5+ years of progressive professional experience with emphasis in financial analysis or other analytical functions i.e. Intermediate written and verbal communication skills, Intermediate time management/ prioritization skills. You want to work your way up to chief financial officer, which is why you are working on a new financial consultant resume. Assist with marketing campaigns and promotions. of experience applying or providing complex technical knowledge and advice on finance applications and/or systems is preferred, Working knowledge of accounting concepts, principles, and practices preferred, Thorough knowledge of the business, products and services preferred, Provides financial support and analysis for monthly sales, quarterly Assets Under Management, monthly Revenue modeling / projections, monthly Accelerating Value modeling / projections and quarterly Broker Dealer reporting, Perform comprehensive financial modeling and analysis for MetLife’s Investment Management Business, Work closely with Portfolio Managers and Asset Sector Specialists to obtain inputs to run the financial models, Analyze data and process flows to improve modeling accuracy, Gain in-depth understanding of all outputs from the financial model and provide attribution of the results, Oversee quarterly Assets under Management reporting for MetLife Combined Managed Assets, including pitch books, investor presentations and the Investment Management Business website, 5+ yrs. Presents actionable solutions to executive leadership, Leads preparation of business cases including financial, operation and economic analysis. May include responsibility for budget planning and analysis, 2+ years of financial and operational analysis experience, Prior work experience in financial reporting, forecast modeling, and operational issues, assessing their implications, and developing and implementing an appropriate action plan, Ability to communicate and influence with internal and external stakeholders, 5+ years of financial and operational analysis experience, Interviews clients/researches and analyzes data to determine investment needs, Using Series 7 license, sells mutual funds, variable contracts, stocks, bonds, treasuries and options, Using Series 65/66 license, provide investment advisory services via managed account platform, Ensures that appropriate market transactions are executed, Identifies, solicits and secures new business, Networks in the community and market area for prospecting purposes and to establish new referral sources, Refers clients to subject matter experts in the organization for cross sell opportunities, Leverages support units or alternative delivery channels to match the servicing needs of the client, Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required, Provides financial planning services and advice to customers on personal investment products purchases, Stays abreast of current market trends and recommends appropriate investment strategies, Services clients with their different investment needs (e.g. SENIOR FINANCIAL CONSULTANT. Develop an understanding of the primary bank and trust products/services, Identify needs and refer customers to business Select partners, Perform other related duties as assigned or requested, Developing deep partnerships with retail branch employees, Effectively present brokerage, RIA and life insurance product solutions as part of a comprehensive investment plan; and, Fine-tuning prospecting and closing skills, Leadership skills and the ability to multi-task within a dynamic workplace, Time-management skills and the ability to deliver quality results with an aggressive timeline, At least 6 months experience in configuring Financial modules in AX 2012 for a retail industry, At least 2 years experience in Dynamics AX 2012, Prior experience leading projects either indirectly or directly with proven results, Excellent interpersonal, written, and verbal communications skills, Able to prioritize, plan, and conduct work independently in a multi-demand and multi-priority environment, Demonstrated ability to evaluate problems and identify business savvy solutions, Undertaking and producing financial assessments, Ensuring timely submission of the R&D claims within government deadlines, and follow up with HMRC, Meeting clients to discuss their R&D activities, and eventually explain qualifying R&D expenditure, Assisting engineering staff with questions of a financial nature, Liaison with the corporation tax compliance team and occasionally the audit team, Progression towards project management of claims and building a portfolio of clients, Where enquiries are opened by HMRC, actively contributing to their resolution, Taking a flexible approach to core working hours and a willingness to meet tight deadlines while maintaining high quality of work, Attending meetings, building and developing effective working relationships with colleagues, intermediaries and other networks to develop further opportunities and business over time, Continuously developing own knowledge and skills and to keep technical knowledge up to date, Representing the Firm at seminars, presentations and other events, An AAT or part qualified accountant, or an experienced bookkeeper with solid knowledge of UK accounts production is a core requirement, Around two years experience within industry, Experience in at least one accounting software package as used by larger companies would be useful but not essential, Experienced in working within a business unit with internal and external clients, Excellent communication (both spoken and written) and people skills with the ability to translate complex ideas into non-technical concepts, Strong numerical ability and excel skills, Curiosity, awareness and an interest in the fields of science, technology and innovation, Team player and ability to work on own initiative, Able to project a professional, credible image, Ability to demonstrate a high level of commercial awareness, Trustworthy and able to maintain confidentiality, Able to travel to clients' premises for meetings and on-site reviews as well as other offices as needed, Prepared to work extra hours when the job demands, Have the drive and ambition to make a real contribution to the future success of the R&D tax team and the Innovation and Technology Group, Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Principal/Director; This individual gains an understanding of the client’s financial, business and family goals, Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Presents findings to management, Three (3) years of experience in project management/leadership, Three (3) years of experience in financial analysis, financial reporting, or strategic financial planning, Two (2) years of healthcare industry experience, Two (2) years of change management experience, Financial certification (CPA, CMA, CFA, etc.) LiveCareer has 10889 Financial Advisor CVs in its database. Takes responsibility for accuracy of information, Frequently leads complex projects, and the implementation of problem resolutions and process improvements from a broad spectrum, Consults process owners and process users to ensure there are adequate internal financial and accounting processes in place, Identifies and coordinates data and systems improvements. Automotive industry experience preferred, Bachelor's Degree in Business, Finance or Accounting, Masters Degree in Finance, Accounting or Business Administration, Communication skills – written, oral, reporting, and presentation, Analytical skills – account reconciliation, data review and analysis, Conceptual thinking skills – process-orientation, innovative thinking regarding established methods, Integration - joining people, processes or systems, Two or more years of analytical work related to insurance and/or employee benefits programs preferred, Intermediate knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following, Demonstrate a commitment to building new skills, Utilizes client lists provided internally to prospect for new business, Will work with clients in all client segments, from mass market to potential high net worth, Assesses a client’s financial situation and personal circumstances to provide a distinctive experience and appropriate solutions aimed at instilling the confidence to grow and retain the client relationship, Leverages tools provided to profile the participant and recommend an appropriate solution based on participant life events / needs, Enters financial data into the appropriate systems in order to produce financial solutions for select clients, Executes client transaction requests, such as: transferring investment from alternate carriers; portfolio re-balancing; service needs, Proactively communicates and consults with clients directly to identify sales and referral opportunities, Counters competitive tactics while achieving metrics for the role. 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