Finance Consultant Resume Samples

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Finance Consultants provide finance advice to clients in order to help them attain their business or personal objectives. Common job duties listed on a Finance Consultant example resume include identifying client needs, assessing client financial situation, developing financial strategies, developing and presenting financial plans, helping clients to make decisions, reaching to prospective clients, and maintaining client databases. Successful resume samples for this job highlight job assets like financial planning and strategy, customer service, business acumen, computer competences, and attention to details. Training in a financial field is compulsory for this career path.

1

Finance Consultant / Forecast Modeling Consultant

Responsible for business unit financials with $12 million in annual operating expenses, $6 million in capital expenses, and $9 million in project spend. Produced and managed the annual operating and capital budgets, long range financial plans, quarterly forecasts, and month-end reporting and analysis to inform and drive regional business unit performance. Developed business cases, ROI and cost benefit analysis.

  • Led initiative to identify and address forecasting process improvements across project management teams; created training manual which increased forecasting accuracy
  • Developed new models which increased the accuracy of labor planning and utilization; provided comparative metrics across departments to target areas for improvement
  • Addressed numerous client requests; synthesizes data from various source systems and presented key drivers, recommendations and concerns to senior management
Candidate Info
12
years in
workforce
3
years
at this job
BS
Business Administration
MA
Business Administration
2

Finance Consultant

  • Develop business models to forecast the variance in revenue and operating expenses based on changing market conditions including but not limited to federal reserve policy, new legislation, and stock market performance
  • Program Excel Macros to perform quantitative and qualitative analysis, specifically evaluate key financial trends in equity securities that are included in our fiduciary stock portfolios
  • Analyze the financial statements of all securities prior to their inclusion in our managed portfolios
  • Manage a dividend stock portfolio for 100+ client accounts with a market value of over $43 million
  • Responsible for the training and development of two associates to our trading policies in fixed income, equity securities, and initial public offerings
  • Monitor and coordinate the implementation of new client servicing processes to improve operational efficiency, client retention, and comply with the new Department of Labor legislation
Candidate Info
5
years in
workforce
4
years
at this job
BS
Mechanical Engineering
MBA
Finance And Strategy & Leadership
3

Corporate Finance Consultant

Leader in global real estate offering comprehensive services to investors, property owners, tenants and developers around the world.

  • Executed multiple M&A transactions and strategic advisories in the mining, energy, infrastructure and real estate industries
  • Responsible of financial modelling, prospecting and industry analysis.
  • Valued over 20 international investment funds
Candidate Info
8
years in
workforce
2
years
at this job
BA
Business Administration
Leadership & Guide Training Course
4

Cash Handling/finance Consultant

  • Recommended the appropriate cash levels in vault, cashier drawers, Kiosks, and ATM’s.
  • Assisted in property Internal Controls, Cage Standard Operating Procedures and proper auditing.
  • Designed Excel spreadsheets for Cash reconciliation, vault accountability, cash flow, and bank deposits.
  • Prepared month end cash, slot, and various reconciliation reports as supporting documents for financials.
  • Advised changes for better reporting in ticket liability, cash on hand, and accounts receivable.
  • Prepared all financial statements, bank reconciliations, journal entries, and supporting documents.
Candidate Info
31
years in
workforce
1
year
at this job
BA
Accounting
Accounting Coursework
5

Sales, Leasing, and Finance Consultant

  • Provide exceptional customer service to my clients and accommodate every need
  • Highly successful closing rate of new clientele
  • Infiniti Award of Excellence Recipient for 2015
Candidate Info
9
years in
workforce
2
years
at this job
HS
Secretary Of Computer Science League
Psychology
6

Sr. Finance Consultant

  • Delivery Lead for production of consolidated reporting related to [company name] Office Max merger including the transition of work from two legacy Office Max offices in IL to the Boca Raton Corp. HQ
  • Project Manager for the development of consolidated Bad Debt Reserve
  • Developed and managed production of reporting related to Customer migration from Office Max Systems (SAP) to [company name] Systems(Oracle)
  • Managed business testing for automated customer migration process related to AR activities
  • Manage production of monthly, quarterly and annual metrics, statistics & analysis
  • Complete and Manage Monthly, Quarterly, and Annual Close process related to AR activities
  • Complete and Manage Internal, External, and SOX Compliance Audits related to AR activities
  • Manage team of 4 Financial Analysts
Candidate Info
19
years in
workforce
4
years
at this job
Finance / Accounting
7

Finance Consultant

Provide accounting and financial reporting services.

  • Direct the accounting process for multiple real estate related grants while improving the relationship with internal Lending Department.
  • Manage financial reporting and special projects.
  • Prepare work papers pursuant to the annual audit of real estate limited partnerships.
  • Assist with the corporate budgeting process.
  • Draft accounting processes associated with Great Plains.
Candidate Info
19
years in
workforce
1
year
at this job
BA
Accounting
MA
Finance
8

Sales, Leasing & Finance Consultant

  • Develop relationships with customers, educating them in product offerings and the Honda Brand
  • Attain and exceed Sales Goals for unit production and product penetration while exceeding customers' expectations.
  • Support Sales Team and overall dealership objective in Customer Satisfaction leading to the Honda Presidents Award and "Simply the Best" award for overall Automotive Dealership in central PA.
Candidate Info
43
years in
workforce
11
months
at this job
BS
Finance
9

Finance Consultant

  • Drive continuous improvement by identifying, developing and implementing process and system solutions to reduce costs and increase efficiencies in Premium and Claims management.
  • Build relationships with internal and external stakeholders by providing support and guidance for accounting inquiries and communicating process changes and enhancements
  • Liaise with underwriting, treasury and other teams in the onboarding of new business. Perform due diligence and operational review to enhance transparency and effectiveness of new programs
Candidate Info
26
years in
workforce
2
years
at this job
BBA
Accounting
MBA
Finance
10

Finance Consultant - Publishing/ Digital Global Finance

  • Partner with business executives to prepare the annual budget, forecast, and strategic plan
  • Prepare presentations to support the consolidated budgetary submissions
  • Partner with IT to implement reporting enhancements using SAP and Cognos
  • Develop financial modeling tools to support the planning, reporting and decision-making process
  • Perform ad-hoc analyses as requested by Sr. Management
  • Designed the structure of the monthly Accounting review packages
Candidate Info
14
years in
workforce
2
years
at this job
BS
Finance

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