Advisory Consultant Resume Sample
Jackie Price
434 Amanda Burgs,
Phoenix,
AZ
+1 (555) 966 6023
Work Experience
FSO Advisory Consultant Program Operations Senior Associate
02/2016
-
PRESENT
Dallas, TX
- Use questioning techniques to diagnose advisor and client needs and provide appropriate options for consideration
- Provides financial advisors with analyses of existing prospect portfolios
- Works cooperatively across Advisory & Brokerage Consulting to facilitate cross referrals
- Works cooperatively with other LPL departments to facilitate cross referrals
- Maintains current knowledge and understanding of LPL Research models and updates, industry trends, etc
- Attain certain professional designations - such as Accredited Investment Fiduciary (AIF) as appropriate
- Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration
- Increase advisory sales across a broad based territory comprised of LPL advisors within multiple
Advisory Consultant
05/2012
-
12/2015
Chicago, IL
- Analyzing spend data and formation of OLAP database and procurement analytics
- Summarizing and report to client’s top management accurate and up-to-date information about finance and management of the company
- Review client’s IT governance, organization, procedures and control environment according to accepted IT audit standards (COBIT)
- Proactively investigate clients’ needs, developing strong client relationship
- Preparing reports mainly in English
- Learn how to manage career by taking proactive career steps - set goals and career plans with advisor/career counselor
- Continue to develop excellent professional oral and written communication skills
- Continually develop through our AERS Learning curriculum of eLearning modules and local and national training programs
- Learn how to support organization and function initiatives
Technology Advisory Consultant
06/2006
-
12/2011
Philadelphia, PA
- Ensures high level of customer’s satisfaction by delivering on engagement artifacts timely and effectively
- Assist with Pre/Post sale NetWitness opportunities
- Experience at a broker dealer, investment adviser, or within a regulatory compliance environment
- Exercises judgment in planning and organizing work; monitors performance and reports status. Prepares integration plans
- Assist in the development of collateral to support Insurance and S&T ‘go to market’ propositions and service offerings
- Understanding business processes and Lithuanian general business environment
- Good knowledge of corporate finance
Education
Strayer University - Rockville Campus
2001 - 2006
Bachelor's Degree in Business
Professional Skills
- Demonstrated excellent prospecting skills
- Strong technical and analytical skills in areas including business processes, accounting, and finance
- Proactive problem solver with strong analytical skills
- Demonstrate outstanding mentoring skills and to support peers and colleagues to achieve targeted results
- Mentoring team members to develop their knowledge and skills, and providing effective process knowledge transfer to the project team
- Demonstrate experience in gathering data, structuring analysis, synthesizing results and presenting conclusions andrecommendations
- Experience leading and managing projects from start to finish, including specific experience in tight timeline, and/or crisis environments
How to write Advisory Consultant Resume
Advisory Consultant role is responsible for finance, mentoring, analytical, reporting, training, integration, database, procurement, refining, java.
To write great resume for advisory consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Advisory Consultant Resume
The section contact information is important in your advisory consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Advisory Consultant Resume
The section work experience is an essential part of your advisory consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous advisory consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular advisory consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Advisory Consultant resume experience can include:
- Excellent analytical and critical thinking, time-management skills
- Constantly seeks ways to learn, acquire new skills and knowledge and improve quality of consulting services
- This is an environment where communication, networking and people skills are extremely important
- Effectively analyze clients’ business and organizational issues in assigned areas
- Proven experience as Partner or Executive in technical IT Services
- Strong knowledge and experiences on BC/DR infrastructure technical solution design
Education on an Advisory Consultant Resume
Make sure to make education a priority on your advisory consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Advisory Consultant Resume
When listing skills on your advisory consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical advisory consultant skills:
- Consulting experience with evidence of significant client impact and value creation
- Proven extensive experience identifying and managing project issues and risks, including mitigation strategies and plans
- Proven experience in using research and analysis tools (particularly Microsoft Excel)
- Proven experience in Process industries, ideally from Oil refining
- Proven experience in professional consulting role (desirable) and in implementation of ABB solutions or equivalent
- Development of general business project skills and/or greater depth of knowledge within an industry or functional specialization
List of Typical Experience For an Advisory Consultant Resume
1
Experience For Risk Advisory Consultant Resume
- Working with the Advisory team in assessing the client’s business and emerging technology trends to recommend a transformation that drive impactful business outcomes
- Strong knowledge and experience of Cloud planning, solution design
- Effectively contribute in IT advisory projects, develop analysis and deliver high-quality work products
- The ability to learn new processes and skills quickly
- Assessment & improvement of IT processes effectiveness
- Demonstrated high-quality, professional and ethical conduct
- Compliance effectiveness reviews on specific regulatory risks
- Supporting the on-boarding process by managing the allocation of “buddies” from the business for all new joiners
- Designing control strategies and configuring multivariable control system on intermediate to large size processes
2
Experience For Technology Advisory Consultant Resume
- Preparing and delivering concepts and recommendations to executive management and technical staff
- Driving the communication associated with the consultant programme performance management process
- Delivering the UK FSO Advisory induction as part of a team
- Producing monthly MI and maintenance of programme participant data
- Ensuring on-time delivery of project deliverables, project reports, and Request for Proposals with exceptional operational and functional quality
- Working with the client to identify and qualify opportunities to improve the business
3
Experience For Senior Advisory Consultant Resume
- Authoring Statements of Work and high-level requirements
- Understanding of EMC Cloud solution and other competitive technologies such as Amazon, Ali-Cloud
- Understanding process issues, impact on multivariable control design
- Summarize best practice of Cloud Consulting service to improve the service offering selling and delivery
- Create and deliver training materials relating to technology and best practices to support the adoption of best practices across the global consulting group
- Analyzes subset of overall project requirements by providing documentation and tracking
4
Experience For FSO Advisory Consultant Program Operations Senior Associate Resume
- Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings
- Plans and manages the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
- Maintains knowledge of new, existing and enhanced Jackson products and marketing campaigns
- Confidently advising customers on large complex projects; applying expert industry knowledge to expand projects or suggest process improvements
- Works as a leading functional practitioner in a consulting area
5
Experience For IT Advisory Consultant Resume
- Support the Advisory team to manage to the method and approach as a supporting method PM
- Manage consultant project teams to deliver engagements, retaining ownership for overall quality, timeliness and accuracy
- Lead big Cloud project delivery, provide planning and design service to customer for Cloud. Work with team members for final solution implementation
- Team member mentoring to improve team’s overall capability in Cloud
- Account for time using CRM (Salesforce.com)
- As a technical expert, being recognized and sought out by colleagues and customers to give presentations at external conferences and write educational articles
- Provide risk management and internal audit consulting services to our clients
- Communicate observations and recommendations during client exit meetings
- A working knowledge of risks and internal controls
6
Experience For Advisory Consultant Engineer Resume
- Interest in achieving a professional certification (CIA, CPA, CISA, CFE, PMP, etc)
- Undertake mentoring and leadership of consultants and associates as required
- Provide input to project plans and pricing on services projects
- Lead client teams’ projects and deadlines utilizing project management tools and adherence to compliance and professional standards
- Manage the technical and business aspects of solutioning to the customer and lead from inception to successful closure
- Enablement of business benefits in accordance with consulting assignment deliverables
- Takes a lead role to propose consulting services to meet the customer's needs
- Prepare and conduct product training as required
7
Experience For Regional Advisory Consultant Resume
- Work with the Advisory team in stakeholder engagement to capture key issues/requirements and challenges that drive the transformation roadmap and agenda
- Work with the approaches and methods that support improved client future-state
- Participate in the proposal development process
- Support business development activities such as identification, proposal development, and other pursuit activities at clients while working with the appropriate Avanade resources from other service lines
- Craft influential client communications and deliver with clarity, confidence, and enthusiasm
8
Experience For Wealthone Internal Advisory Consultant Resume
- Adhere to Avanade engagement management policies
- Project management of the annual Promotion Readiness Assessment Centre process
- Oversight of the six-monthly Secondment process including allocation of secondment windows, reviewing business cases, shortlisting candidates and stakeholder management
- Driving participation of our online community and collaboration tools insofar as they relate to the UK (and potentially EMEIA) consultant experience. (i.e. Yammer, SharePoint)
- Work with clients to identify business challenges and contribute to client deliverables by refining, analyzing, and structuring relevant data
- Ownership of the SharePoint site, distribution lists, policy documents etc
- Synthesize and communicate recommendations and insights both internally and externally
9
Experience For IT Audit & Advisory Consultant Resume
- Structure and manage assignments, including outlining and drafting key deliverables, defining analyses, directing consultants and taking responsibility for final work product
- Ensure quality of delivery and client satisfaction
- Assists in the creation of proposals that address current and evolving client requirements. Interacts with clients in presentations, data gathering and analysis activities
- Gathers information from customers that enable the sales team to be more effective and responsive to customer needs
- Has strong knowledge in some industry
- Relies on instructions and methodologies to perform functions of position
- Uses technology expertise to support sales campaigns
- Assists with the development of responses to RFPs, RFIs, RFQs, and proposals; Acts as the technical lead on complex proposals; conducts final review, edits proposals and approves technical content
10
Experience For Digital IT Tech Advisory Consultant Resume
- Uses knowledge and understanding of EMC and competitive technology and business applications to credibly and persuasively articulate the features & benefits of EMC products and their value to the customer
- Participates in the fundamental mechanics of the sales call (preparation, call opening, listening, probing, closing and follow through)
- Analyzes customer's business objectives by asking probing questions that are relevant to the customer
- Assists in educating sales and ATCs on new technologies, new product features and their related business value
- Develops successful relationships with sales team members, partners and customers while support the objectives of the sales team
List of Typical Skills For an Advisory Consultant Resume
1
Skills For Risk Advisory Consultant Resume
- Provision of solution consulting advice to effectively provide the customer with knowledge and best practice guidelines of the required business solution
- Proven experience in the deployment of complex enterprise software solutions
- Strong knowledge and experiences on Cloud solutions, include SaaS/PaaS/IaaS solution design
- Ensuring that our solutions are designed and documented to address customer’s problems in a cost-effective and timely manner
- Experience with consulting, including both internal and client-facing
- Significant experience in the corporate or operations planning or operations scheduling in a petroleum refining and/or petrochemical business
- Experience with the implementation of AspenTech or equivalent solutions for planning (PIMS), scheduling (APS) and blending (MBO)
- Experience on creating and executing organizational change management strategies as part of a larger transformation
2
Skills For Technology Advisory Consultant Resume
- Experience selling and delivering billable professional services
- Data management and analytics, including statistics and mathematical modeling, work experience
- CA with 5 years or more of tax, estate and financial planning experience in providing integrated sophisticated solutions for HNW clients
- Strong understanding of tax laws and financial planning relevant to privately held businesses
- Strong understanding of key threats, issues and opportunities facing the UK Insurance sector and supply chain services firms
- Proven track record of growing and managing a territory as measured by sales and persistency of activity
3
Skills For Senior Advisory Consultant Resume
- Relevant work experience in technology initiatives management or implementation, preferably in a business consulting role would be an advantage
- Demonstrate flexibility, initiative, and innovation in dealing with ambiguous, fast–paced situations
- Demonstrated leadership in the areas of IT operations, cloud computing, IT strategy, business architecture, or enterprise architecture
- Experience working in a high-pressure, deliverable-oriented environment with the ability to multi-task; and,
- Professional consulting service experience in relevant industry (Electric Utilities)
- Post Graduate and 5 years of professional consulting service experience
4
Skills For FSO Advisory Consultant Program Operations Senior Associate Resume
- Industry experience in specialist area in capital-intensive industry (Mining, Utilities, Oil & Gas, Public Infrastructure)
- Health care information technology (HCIT) project management, sales or consulting work experience
- Experience working with or exposure to government data analytics
- Experience with business planning and strategy
- Experience at a consulting firm or risk group in a bank
5
Skills For IT Advisory Consultant Resume
- Summarize project experiences for team knowledge sharing
- Gathers information from customers during delivery that enable the sales team to be more effective and responsive to customer needs
- Data analysis experience
- Direct experience with data center operations and public cloud providers
- Experience in an IT strategy & enterprise architecture that is focused on public cloud
- Work independently and under own initiative, or actively contribute as an effective member of a team
6
Skills For Advisory Consultant Engineer Resume
- Experience as a Senior IT Executive position (CIO, CTO, VP of IT)
- Experience in the deployment of complex enterprise software solutions
- Operational, clinical, financial or health care metrics work experience
- Experience with Cerner database models (Millenium, Healthe Intent, SQL)
- Experience in marketing investments, annuities, and life insurance to agents/brokers
- Sales experience in investments, mutual funds, insurance, or annuities required
- Solid collaboration and partnership with Global & Theater Work Group Leaders, peers, and delivery organization
- Create and deliver effective presentations, seminars, workshops and branch meetings to current and prospective brokers
7
Skills For Regional Advisory Consultant Resume
- Experience with technology analysis
- Experience with business analysis
- Experience with technology solution implementation and development
- Experience with technology solutions design
- Experience with business transformation projects
- Plan for future skill development & capacity, for discipline
- Strong knowledge on Consultative methodology and delivery approach
8
Skills For Wealthone Internal Advisory Consultant Resume
- Has strong knowledge in some vertical industry, such as FSI, Telco
- Developing system requirements, designing and prototyping, testing, training, defining support procedures and implementation
- Developing business solutions leveraging emerging automation, cognitive, and machine learning tools
- Designing, building, and operating global IT infrastructure services
- Creating, managing, and utilizing structured and unstructured data stores
- Maintaining C-level relationships with peers, stakeholders, boardrooms, and/or customers, often becoming the “trusted advisor”
- Owning and executing on organizational change management for an overall transformation
- Dealing with ambiguity and taking clients on a change and transformation journey
- Developing relationships and maintaining contact with client peers
9
Skills For IT Audit & Advisory Consultant Resume
- Planning the training sessions for all new career coaches
- Querying and analyzing small and large data sets to discover patterns and deliver meaningful insights
- Mapping data flows and identifying optimal design and governance options as well as potential data quality risks
- Being the leading technical authority on multiple projects at the same time
- Completing database or schematic changes, implementing complex calculations for data analysis
- Setting up and executing controller simulation for large scope problems
- Producing high quality project reporting documentation
- Guiding innovation programs – governance, portfolio mix and business fit
- Implementing large-scale enterprise IT change management programs
10
Skills For Digital IT Tech Advisory Consultant Resume
- Engaging with senior business and industry leaders internally and externally
- Working on highly visible projects at the Bank
- Seeing projects through full-life cycle (i.e. knowledge retention)
- Working alongside third party consultants
- Performing current state assessment of client analytics and data management capability
- Understanding of EMC BC/DR solution and other competitive technologies such as IBM, HP, HDS, Symantec
List of Typical Responsibilities For an Advisory Consultant Resume
1
Responsibilities For Risk Advisory Consultant Resume
- Recruits new advisors and strengthens relationships with existing producing brokers; refers to RVP counterpart as needed
- As senior consultant role in Cloud project delivery which has overall technical expertise in Cloud area
- Assists customers in the analysis, plan, design and development of fully Cloud solutions
- Technical emphasis is on end to end Cloud planning and solution design, including Cloud strategy planning, Cloud requirement analysis, technical solution, Cloud Operation and management
- Understands customer business applications and EMC & competitive technology in cloud area
2
Responsibilities For Technology Advisory Consultant Resume
- Makes technical and sales presentations to customer's technical staff and senior management
- Lead preparation of responses to RFPs, RFIs and RFQs for big project opportunities
- Customize delivery methodology or approaches meet project delivery requirement and improve delivery efficiency
- Participates in key Cloud opportunities’ selling engagement, win together with GTM team. Assists with the development of responses to RFPs, RFIs, RFQs, and proposals; Acts as the technical lead on complex proposals; conducts final review, edits proposals and approves technical content
- Assists in educating sales and Pre-sales on new Cloud trend, technologies and their related business value
- Operates in a “hybrid” wholesaling capacity which entails spending 25% or more of time in the field, running “video” virtual meetings, and engaging with advisors through traditional avenues such as telephone, email, and virtual meetings
- Works closely with external counterparts, Regional Director, and VP of Business Development Consultants to coordinate activities and develop an appropriate business plan to maximize territorial sales
- Identifies and develops top advisory producers based on assigned advisors in respective geography
3
Responsibilities For Senior Advisory Consultant Resume
- Utilizes Jackson databases to create and maintain advisor profile levels and data on current and proposed sales activity
- Maintains a calendar for both travel and non-travel activities to maximize time both in the field and in the office
- Plans and executes additional projects as assigned
- Analyze business processes and transformation, information systems concept, structure architecture and engineer requirements
- Establish relationships with teams & client personnel at appropriate levels when needed
- Demonstrate technical capabilities and professional knowledge. Demonstrate ability to assimilate new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities
- Performs IT audits, business process audits, assesses technologies, identifies controls, and tests controls
- Effectively leading all phases of a control project (pre-test, plant test, analysis, commission), being part and leading a team of 2-3 engineers working on the project
- Prepare workpapers to support observations and recommendations
4
Responsibilities For FSO Advisory Consultant Program Operations Senior Associate Resume
- Prepare written audit reports
- Travel up to 25% when needed
- Deliver consulting services including; solution design, implementation, technical delivery, training and advisory services to support AspenTech clients in their exploitation of AspenTech Petroleum Planning, Scheduling & Blending (PS&B) solutions
- Be confident, capable and have the ability to be the technical lead on Supply Chain projects and have demonstrable ability to gather, document and implement client requirements
- Proven experience in pre-sales support would be beneficial
- Proven capability to lead multiple project teams
- Be highly competent in designing and configuring model-based decision support systems
- Maintain and extend client satisfaction levels and open opportunities for additional Services
- Work co-operatively with the AspenTech extended team in Sales, Support, R+D and Partners to ensure successful project delivery and completion. Assist the sales organization with technical presentations and client sales meetings
5
Responsibilities For IT Advisory Consultant Resume
- Proven track record of delivering AspenTech or equivalent solutions for refinery planning, scheduling and blending along with the ability to use Linear Programming optimization and simulation packages, VB.Net, C++ and fluency in working with Microsoft Excel
- Knowledge of multiple process units in Refining or Olefins or Polymer processes; with expert knowledge of some processes
- Be an expert in one or more EPM simulation model software products for markets or portfolio optimization, such as
- Supports Sales in sales activities and participates in pre-sales activities when required
- Contribution as requested to proposals, RFI’s and tender responses
- Identify and report additional business opportunities for consulting when conducting an existing engagement e.g. training, site reviews, further solution rollouts etc
- Makes contacts with senior/technical experts in customer organizations to deliver customer benefit
6
Responsibilities For Advisory Consultant Engineer Resume
- Maintains awareness of consulting and business unit target sectors and the needs of existing customers in order to support Sales to negotiate contracts which meet customer objectives
- Continuous contributions to innovation
- Adherence to Project and ABB quality standards
- Ensure compliance with all ABB policy, process or guidelines
- Forms and leads teams to deliver assignments with a focus on operational execution
7
Responsibilities For Regional Advisory Consultant Resume
- Coaches and develops consultants within the team. Develops relationships with external organizations e.g. professional bodies to establish best practice, and enhance personal reputation and credibility for the benefit of ABB Enterprise Software
- Travel at least 25% of the time, including some overnight travel, regional meetings, National Sales Meeting, and other Jackson meetings
- Identify and position the products and services brokers use in financial planning
- Achievement of associated utilization target
- Keep up to date with product developments, and return customer and market feedback to Product Management
- Recognized as subject matter expert in knowledge management (internally & externally)
- Fosters diversity and inclusion within their organization
- Experience with corporate strategy, market entry strategy, market monitoring and analysis, corporate planning, business model development, or investment management
8
Responsibilities For Wealthone Internal Advisory Consultant Resume
- Experience with research, technical and business documentation, and analysis
- Background with process operation, Advanced Process Control (APC) or production scheduling/planning
- Delivering IT Strategy & Consulting services
- Provision of business process/ solution related consulting activities in accordance with specific consulting engagement request
- Professional Certifications, including PMP, PMI-ACP, CSM, ZCEA, TOGAF, CAP, CISSP, or GSEC
9
Responsibilities For IT Audit & Advisory Consultant Resume
- A history of partnership with other organizations, especially business, sales, and marketing groups
- Led a cloud migration initiative as an AWS customer or consulting with a customer in their own IT transformation
- Proficiency in MS Office suite of software including PowerPoint, Word, and Excel
- Owning C-level strategic relationships to define Enterprise cloud strategies
- Industry leadership in the areas of IT operations, cloud computing, IT strategy, business architecture, or enterprise architecture
10
Responsibilities For Digital IT Tech Advisory Consultant Resume
- Using statistical tools and methodologies
- In the search bar at the top of the page, enter the keyword “S18UTXEF19JULKW-CR” to search for the job posting
- Knowledge of the Singaporean government’s regulations and policies
- Show proficiency in one or more regional languages and dialects
- Show proficiency in Microsoft Office, Power BI, Tableau, and Bloomberg Terminal
- Able to interact and partner with senior executives and customers
- Post Graduate qualifications desirable
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