Advisory Services Resume Sample

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Work Experience


Asst Dir-advisory Services
04/2016 - PRESENT
Chicago, IL
  • Provide thought leadership and orchestrate resources to continuously develop insights and best practices on key topics
  • Topics ranging from industry/customer research, strategy, transformation, to ROI&TCO analysis and benchmarking
  • Spread best practices among functions and teams; elevate strategic mindshare with customers
  • 2yrs – 4yrs years of software development experience preferably on automation and/or integration projects
  • Excellent programming skills using VB, C#
  • Recognize retail trends and steward back to the internal and external clients, in order to influence strategy and development of the category initiatives based on key growth trends. Commercialize key beverage category strategic initiatives focused on driving category growth, championing category viability, and defending against category erosion
  • Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • Experience in public accounting or related field
  • Cloud Economics:Perform technical and financial analysis to help clients determine the impact of cloud adoption on the clients’ businesses. Define the total cost of ownership and business value for IT as well as the business and its ecosystem partners
Advisory Services
09/2010 - 03/2016
Boston, MA
  • Provide gap / benchmark analysis on ERP systems practices to client
  • Understand the client’s industry and recognize key performance drivers, business trends and industry developments
  • Help client from pharm industry to solve enterprise-wide strategic, organizational and operational issues by formulating business strategy, defining strategic initiatives, transforming client's operation by defining operation model and improving business processes
  • Experiences from pharm industry is mandatory
  • Participate in SAP HCM Advisory engagements ( such as : Talent management - recruitment / training / development ; operation management - simplify and integrate employees' work process...)
  • Personally demonstrate commitment to teamwork by introducing clients to RBC wide services and expertise through referrals
  • Able to lead and manage consulting projects independently
Internal Audit & Advisory Services Summer Student
09/2005 - 04/2010
Detroit, MI
  • Perform supervised reviews of day-to-day sales practice issues related to advisory accounts, including (but not limited to) issues relating to reverse churning, journaling assets between accounts, non-eligible assets, annual advisory reviews, etc
  • Work with Advisory Operations and Consulting Services as needed on account opening as well as on-going maintenance issues
  • Handle branch inquiries regarding advisory-related policies and procedures. Provide assistance to branch personnel on policies, procedures and relevant regulatory rules
  • Participate in Supply Chain and/or Finance Performance Improvement engagements, which involve looking at companies’ internal processes and advising on solutions around creating efficient process or improving existing processes
  • Help client to solve enterprise-wide strategic, organizational and operational issues by formulating business strategy, defining strategic initiatives, transforming client's operation by defining operation model and improving business processes
  • Support proposal development: client interview; key issues identification and summarization; out line project approach; draft proposal content
  • Being able to manage self-work independently
  • Design finance transformation strategy and finance organization
  • Conduct finance process reengineering in general ledger and closing, opportunity to cash, procurement to payment, treasury and cash management, budgeting and planning, performance management based on client's finance application or ERP platform

Education


Keiser University - Fort Lauderdale Campus
2000 - 2004
Bachelor's Degree in Accounting

Professional Skills


  • Act as a member of the Global Business Advisory content team and assist in creating and disseminating Citi’s flagship industry evolution and benchmark annual surveys
  • Healthcare experience (Payer and / or Provider experience with strong preference given to Payer experience)
  • Effective leadership having led teams in an operations environment along with strong project, time management, and teaming skills
  • Experience demonstrating effective negotiation, motivation and persuasion skills with all levels of management, staff and clients
  • Demonstrate interest and skills in business development/sales/marketing
  • Excellent verbal and written skills and passion in communicating
  • Strong product, business application, written and verbal communication skills

How to write Advisory Services Resume

Advisory Services role is responsible for presentation, analytical, business, leadership, programming, financial, insurance, reporting, accounting, training.
To write great resume for advisory services job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Advisory Services Resume

The section contact information is important in your advisory services 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
  • Email
  • Telephone number

Work Experience in Your Advisory Services Resume

The section work experience is an essential part of your advisory services 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 services 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 services position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Advisory Services resume experience can include:

  • Demonstrated analytical and diagnostic skills with the ability to present the results effectively
  • Good presentation skills including Public speaking, Meeting Facilitation and white boarding
  • Strong communication skills both in writing and speaking
  • Excellent interpersonal skills, including the ability to communicate with MA and client teams from different backgrounds and at all levels
  • Effective presentation skills to communicate clear and concise reports, analyses and conclusions
  • Effective verbal and written communication skills with the ability to facilitate process change

Education on an Advisory Services Resume

Make sure to make education a priority on your advisory services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your advisory services 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 Services Resume

When listing skills on your advisory services 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 services skills:

  • Possess effective planning and problem-solving skills
  • Solid interpersonal skills that translate into building relationship with colleagues and clients
  • Demonstrated experience leading cross functional teams to solve challenging business problems using analytics
  • Demonstrate experience delivering complex restructuring projects including IBRs, short term cash flow and capital structure analysis
  • Promotes professional growth, development and skills retention through mentoring, continuing education and cross training opportunities
  • Proven experience producing results, achieving business objectives and making sound judgment and decisions

List of Typical Experience For an Advisory Services Resume

1

Experience For Asst Dir-advisory Services Resume

  • Excellent communication skills (verbal and written) with ability to convey complex ideas to all levels of an organization
  • Comprehensive technical accounting and financial reporting skills
  • Able to demonstrate experience of working with operational and finance teams within large distressed organisations
  • Experience; Big 4 public accounting and/or combination of public accounting and large corporate accounting experience
  • Prior experience working with clients directly required
  • Team player with management skills and the ability to lead others
  • Proven track record working in the financial services industry or leading consulting company: enterprise risk management, CPMs, regulatory
  • Build strong working relationships and facilitate teaming with colleagues in Jacksonville and any related EY project teams
  • Over 10 years’ consulting experience including staff management
2

Experience For GDS Advisory Services Resume

  • · 4-5 years’ consulting experience including staff management
  • Credit risk analytics experience in retail/commercial credit risk modeling, credit risk management or consulting
  • An understanding of economic capital modelling and Solvency II Internal Model experience particularly relevant
  • Strong baseline of consultative core competencies, building expertise in areas and applying in the assigned workstream(s)
3

Experience For Senior Dir-advisory Services Resume

  • · 2-4 years’ consulting experience
  • Experience of the application of stochastic modelling in the life insurance sector
  • Experience with a management consulting company
  • Supervisory experience in a matrixed project setting. Ability to coach and mentor staff
  • Recognize emerging trends and priorities and help adapt our solutions in line with these
4

Experience For Manager Advisory Services Resume

  • Relevant experience in financial markets, gained at either a top-tier consulting firm or within a commercial banking or capital markets environment
  • Hands on project management experience preferably developed within a consulting and product management environment
  • Experience with maintaining OUAF
  • Strong working knowledge of R, SAS, Matlab and Excel
  • Strong working knowledge of Excel/VBA and at least one of R, SAS, Matlab
  • Experience with the banking and finance industry, especially credit assessment and / or credit risk management
  • Experience in supporting client support escalation channel as related to customer success
  • Experience with credit risk, financial and banking topics
  • Experience in a financial institution (e.g. within an insurance company, consulting firm or financial software provider)
5

Experience For Manager, Advisory Services Resume

  • Proven ability to run or participate in meetings with senior business management
  • Analyzing, documenting and reengineering business processes in scope for automation and robotics
  • Willing to travel to client sites as required
  • Participating in customer opportunity and qualification
  • Facilitates the administrative needs of the staff such as monitoring of missing reports, attendance, headcount, and billings
  • Work to demanding timescales while maintaining high standards
6

Experience For Valuation & Advisory Services Resume

  • Lead and focus team efforts in data gathering and analysis, data interpretation, process design, and formulating conclusions and recommendations
  • Ensure non-lending opportunities are capitalized on and that pricing is standard / automatically programmed if and where possible
  • Expertise in at least one if not more of the following: IFRS9, Stress Testing, Economic Capital, Credit Portfolio Management
  • Guide the Advisory Consultants to support teams in creating new business through a consultative selling approach in response to customer needs
  • Create a positive learning culture, coach and counsel junior team members and help them to develop
7

Experience For Senior Manager, Advisory Services Resume

  • Assign and manage tasks with other team members considering engagement needs and identified business outcomes
  • Meets with Institutional Partners as needed for product updates, training, and industry related topics, etc
  • Delivers standard and/or special reporting, as applicable
  • Need to work as a team member to contribute in various testing streams of a systems implementation project
  • Install Oracle Utilities Application Framework (OUAF) Based Software, including setup of its SDK
  • Manage, Organize, Backup installers for OUAF Based Software as well as the corresponding third party applications
  • Become familiar with the firm’s service offering
  • Ensures staff are meeting target utilization and monitors their utilization
  • Develop RAFA business solutions (IRB, IFRS9, Stress testing, Portfolio) across sectors
8

Experience For Senior Director, Advisory Services Resume

  • Assist with delivery of quantitative advisory and implementation services projects within the MA insurance capital modelling services team
  • Supports the delivery of transformation consulting for P2P clients on behalf of Advisory Services
  • Drives self and others toward time and budget adherence with traditional work planning methods
  • Serves on the Due Diligence team when evaluating P2P opportunities in the areas of HIM, CDI, UM and Case Management
  • Contribute to business development activities by identifying upsell opportunities
  • Manages to the nThrive Human Resource requirements for performance management and monitoring of Goals
  • Seek out and develop new business while creating statements of work
  • Work together with the Sales team to pursue Project Finance risk modeling business opportunities, in order to grow RAFA Services and Product revenue
9

Experience For Director, Advisory Services Resume

  • Price business/collect fees, maintaining a balance of risk considerations, portfolio return, and relationship factors
  • Build out local consulting team capabilities in a manner that optimally addresses the business needs of Citi’s European stakeholders
  • Provide broad functional knowledge of key ERP(SAP SD/PP/MM/QM/APO) business modules to clients
  • Working experience and solid technical / working knowledge of SAP SD/PP/MM/QM/APO applications in business operations, corporate strategy or IT for at least one major package
  • Develop and inspire a cross functional team and/or category analysts towards building effective category growth recommendations focused on the customer’s needs and strategic priorities
  • Collaborate with Shopper Insights and apply the learnings to identify customer & sales growth opportunities. Lead the delivery of the shopper insights facts & proposed action to the customer
  • Collaborate with Space Strategy Manager to develop plans for the placement of company’s products through recommended schematics and points of availability. Lead the delivery of space strategy plans & proposed action to the customer
10

Experience For Analyst, Advisory Services Resume

  • Leading practice development initiatives, proposal efforts, identifying opportunities, and new business development
  • Develop and execute a comprehensive “forward looking” audit plan that addresses Autodesk’s key operational and financial risks - especially in the quickly evolving business model transformation
  • Manage the Company’s SOX compliance program, which includes planning and executing a comprehensive program to assess compliance and partnering with external auditors to ensure proper coverage and minimal duplication of efforts
  • Coordinate the scope, coverage and execution of the internal and external audit plans with Autodesk’s independent external auditors
  • Expand the use of existing innovation such as data analytics, forward looking audits and team involvement in working groups with the Company’s business model transformation

List of Typical Skills For an Advisory Services Resume

1

Skills For Asst Dir-advisory Services Resume

  • Healthcare experience (Payer and/or Provider experience- with strong preference given to Payer experience)
  • Solid track record of superior marketing, communication and project management skills
  • Strong communication (written and oral), interpersonal, team, and conflict resolution skills
  • Communicating complex ideas effectively to an audience at all levels
  • Experience in marketing analytics strategy or marketing consulting. Client facing experience also helpful
  • Excellent presentation experience with C-level audiences explaining complex concepts such as marketing performance and predictive analytics
  • Demonstrate experience delivering complex restructuring projects
  • Professional services organization consulting experience at the senior executive/partner level and/or hedge fund COO experience
  • Prior onboarding experience
2

Skills For GDS Advisory Services Resume

  • Ensure good portfolio management practices through effective management of expired credits by expiry date
  • Experience in building, validating or managing risk models for wholesale banking (eg credit, capital, stress testing, portfolio),
  • Proven experience in rapidly growing enterprise and global account portfolio (GAM Accounts)
  • Proficiency in language skills are highly desirable
  • Effectively navigate EY and BMC’s matrix organization to access, inform and engage the right people at the right time
  • Demonstrated people management experience managing large teams in a metrics and quality driven production environment
3

Skills For Senior Dir-advisory Services Resume

  • Proven experience in banking, finance and/or telco sectors
  • Need to work as a team member in different phases of various ongoing SAP BPC Implementation Projects and contribute effectively
  • Understanding of client-server development in mobile environment, proven architect assessment capabilities to support estimating
  • A combination of experience from : IT Consulting, Finance/Banking, Pharmaceutical/Life Sciences, Engineering, Strategy, and/or Biotech
  • Develop cross practice understanding of your service offerings to ensure effective cross selling
  • Experience of using and calibrating Moody’s ESG is advantageous
  • Working experience in in Oracle ERP (Financial, SCM or Manufacturing) implementation
4

Skills For Manager Advisory Services Resume

  • Experience with marketing analytics, strategy, or consulting
  • Strong knowledge of marketing strategy, marketing measurement, and digital media ecosystem
  • Strong understanding of technology/IT consulting area
  • Experience of managing multiple stakeholders within both lenders and corporates in challenging situations
  • Experience of working with multiple stakeholders within both lenders and corporates in challenging situations
  • Experience leading solutions in one or
5

Skills For Manager, Advisory Services Resume

  • Experience of working with commercial teams to define technical specification for projects and services
  • Strong understanding of the usage and applicability of an ESG in the North American insurance market
  • Experience in any of the following areas: Business Analysis, Systems Analysis, Project / Program Management, and/or Business Process Improvement
  • Proven ability and commitment to working collaboratively toward common goals
  • Skill in complex SQL scripting
  • Experience in JAVA programming and Oracle database
  • OData provisioning experience
  • Deep client-facing experience
  • Account opening experience
6

Skills For Valuation & Advisory Services Resume

  • 1 - 3 working experiences
  • Work experience, preferably within the hedge fund industry, with a hedge fund industry service provider or in markets related financial services
  • Experience with SAP Gateway and HANA Cloud Connector
  • Experience in ABAP and BAdI implementations
  • Strong knowledge of corporate real estate leading practices and industry benchmarks
  • Experience in practice development
  • Project management: Manage work streams and priorities for distinct projects; Support development of client deliverables; Organize aspects of projects
  • Demonstrate ability to work in a collaborative team environment
  • Contributes strongly as part of a team but can also deliver high quality work as an individual
7

Skills For Senior Manager, Advisory Services Resume

  • Experience with project turnaround/remediation
  • Experience in a Asia Pacific cross-border role
  • Experience developing and managing client and stakeholder relationships
  • Strong understanding of key compliance regimes and frameworks in banking and Finance (eg. Privacy Act, AML)
  • Experience with data and systems architecture (APIs, messaging, etc.)
  • Experience with master data management and data governance
8

Skills For Senior Director, Advisory Services Resume

  • Earning the trust of existing and prospective customers by understanding their challenges and delivering solutions to their unique problems
  • Marketing: Strategically transform findings from modeling analyses to qualitative insights to help clients understand strategic marketing implications
  • Understanding of financial mathematics e.g. derivative pricing, interest-rate modelling, econometrics, stochastic processes, Monte-Carlo simulation
  • Creating and managing new user interfaces using Maximo Application Designer
  • Being proactive and driven to learn emerging technologies and business best practices
  • Leading a range of quantitative advisory and implementation services projects within the MA insurance capital modelling services team
  • Performing in-depth client, industry, market, and competitor research
  • Working with other professional advisors such as bankers, lawyers, auditors, etc.
  • Seeking proactively guidance, clarification and feedback on assigned projects; and,
9

Skills For Director, Advisory Services Resume

  • Creating Workflow design changes
  • Leading cross functional team to deliver on scope of work and drive customer satisfaction
  • Managing allocated resource pool to support the delivery of projects
  • Authoring high-quality proposals, presentations, and work orders
  • Understanding of hyperconvergence products, and their impact on the customer’s IT journey
  • Assisting prospective buyers in their due diligence efforts in hospitality-related transactions
10

Skills For Analyst, Advisory Services Resume

  • Underwriting hotel asset reviews for New York Investment Banks, Insurance Companies and off-shore lenders
  • Performing research for publications and industry specific insights
  • Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures
  • CRE Outsourcing - outsourcing strategies, RFIs / RFPs, contracting / negotiation, vendor selection, and implementation roadmap
  • Working in a Management Consulting/Professional Consulting organization
  • Track record of developing highly engaged teams, contributing positively to office culture, and being a brand ambassador
  • Build IT Strategy capability in either within CBC Strategic services, coaching and mentoring more junior consultants
  • Operational and Cost Improvements - cost reduction, benchmarking, organizational design / operating model and process improvement studies

List of Typical Responsibilities For an Advisory Services Resume

1

Responsibilities For Asst Dir-advisory Services Resume

  • Proven consultative selling capabilities – evidence of recognized training/accreditations
  • Proven experience of developing and growing C Level relationships
  • Graduate / MBA Finance / CA/ICWA (ICMA) from a reputed institution with a sound industry/domain experience and SAP BPC relevant experience of 2 – 8 years
  • Build effective business relationships with customer executives (business and IT) and support them on their key priorities
  • Additional European languages skills is an advantage
  • Specialist Industry/sector consulting experience and expertise would be valued but not essential
  • Experience with business development and incentive plan design and achieving plan objectives
2

Responsibilities For GDS Advisory Services Resume

  • Experience with educational and training programs of a business development organization
  • Extensive experience within a lender advisory professional services team
  • Experience within a lender advisory professional services team
  • Delivery of effective/constructive feedback and insights to team members in support of providing our clients with quality work products
  • Execution and at times quality review of the collection and assessment of customer information and validates third-party information
  • Practices effective pay and rewards management in accordance with Navy Federal objectives and guidelines
  • Be part of the team and our strong culture of intern development
3

Responsibilities For Senior Dir-advisory Services Resume

  • Demonstrate success with increased renewal rates and reduced attrition (churn)
  • Example: Promoting and expanding the use of the data analytics audit program and forward-looking risk assessments
  • Responsible for developing and delivering the internal portal for promoting AAS to the EMEA field organisation
  • Oversees inbound/outbound business development and retention performance, servicing and related marketing activities
  • Example: Driving the use of an “integrated” financial statement and SOX audit program
  • Example: Advising on business and IT control infrastructure changes required to support the Company’s move to a cloud service provider
  • Example: Monitoring the effectiveness of the Company’s information security infrastructure in an environment of evolving cybersecurity threats and exposures
4

Responsibilities For Manager Advisory Services Resume

  • Very good understanding of the concepts and technology around data extraction, data transformation and data load
  • Assume responsibility for various types of consulting projects and work directly with clients in accomplishing project objectives
  • Assistance in preparing Broker’s Opinions of Value for the brokerage unit
  • Train and mentor Associates and Analysts performing tasks outlined above
  • In depth understanding of data management concepts
  • Data profiling tools such as QualityStage and ProfileStage
  • Prepare and present accounting findings and concepts
  • Answer inbound inquiries from brokerage Representatives relating to the full suite of Advisory Services’ programs
  • Conducts site visits to monitor business progress, financial planning process reviews and resolves operation and/or compliance issues
5

Responsibilities For Manager, Advisory Services Resume

  • Proficiency with PC applications software tools e.g. spreadsheet, database, processing applications, and financial analysis tools
  • Support EMEA Marketing with the leader of AAS when appropriate
  • Own production of weekly reporting of AAS activities to key individuals
  • Collaborate with international teams and undertake travelling
  • Passionate about building business use cases
6

Responsibilities For Valuation & Advisory Services Resume

  • A clear understanding of the power of diversity and inclusion in modern high performance organisational culture
  • Establish client roadmaps (map customer journey) and update based on changing client needs
  • Partner closely with product management on product roadmaps and with marketing on campaigns and events
  • Apply insights and knowledge of CCRC issues and processes to enable clients to solve complex business problems
  • Contribute to the general management of the Practice
7

Responsibilities For Senior Manager, Advisory Services Resume

  • Develop strong relationships with client contacts by demonstrating a comprehensive understanding of the client’s business and industry and communicating any client needs, control exceptions, or project issues to the management team in a timely manner
  • Follow the firm’s SOC methodology with a keen eye towards technical excellence
  • Understand and formulate client’s needs and expectations to be translated into project methodology and outcomes
  • Focus team members on key quality drivers for work assignments
  • Organize work such that important items get done first
  • Develop presentations that have clarity and impact
  • Serves as the AAG contact for strategic initiatives, subject matter expertise, and relationship related support of the participant advisory services programs for segment channels and Institutional Partners
8

Responsibilities For Senior Director, Advisory Services Resume

  • Understands pipeline and sales strategy; determine client opportunities and support needs; and develop annual plan to supportneeds
  • Trains personnel on the participant advisory services program; communicate partner needs to the AAG staff related to the service
  • Submits regular verbal and/or written reports on all activity and business plans for the clients serviced to management personnel and the clients
  • Serves as subject matter expert and project manager to new Institutional Partners that use the AAG Suite of Advisory Services, assisting them in the implementation and rollout of the suite of services
  • Coordinates the resolution and response to questions/issues/exception requests (including special contract requests/needs) regarding Advisory Services from internal staff, segment sales and service staff and partners
  • Leads AAG discussion and presentation in quarterly/semi-annual Institutional Partner and identified internal GWRS meetings by both developing content and delivering the presentation
  • Develop and maintain in-depth expertise regarding Valence’s products and services
9

Responsibilities For Director, Advisory Services Resume

  • Receive and respond to client requests, service as the liaison between clients and the company. Identify and involve appropriate resources as needed (data analytic, clinical, operations and product experts, etc.) to ensure accurate and timely delivery of the company’s services
  • Manage execution of client processes per contract requirements, to ensure efficient and effective project operations while properly managing clients’ expectations
  • Prepare and lead client conference calls and visits to manage and address service delivery expectations, progress, planning, review of deliverables, service delivery outcomes, education regarding products and issue resolution, etc.
  • Advisor to major Private Equity Funds examining and investing in the Lodging Industry
  • Valuation and strategic research of hotel operating and franchising companies
  • Provide information to Valence’s marketing and business development useful in the cultivation of key client relationships
  • Lead the quality review process of Valence’s deliverables such as reports and custom analyses
  • Computer proficiency and ability to maximise applications such as Microsoft Word and Excel
10

Responsibilities For Analyst, Advisory Services Resume

  • Asset Management of 5-10 upper upscale and luxury assets in the Northeeast and potentially nationally
  • Operator/Brand selection and management contract and franchise term sheet reviews
  • Assist in preparation of, or prepare proposals and pitches for, assignments outlined above
  • Three years of development experience in Microsoft SQL server 2008 R2, SQL Stored procedures, SQL Functions, SQL Views/Queries, and SQL Reporting Services and Data Analytics and ETL tools
  • Knowledge of basic accounting and finance concepts and advanced knowledge of Microsoft Excel including VBA
  • Assist with Securities Exchange Commission \(SEC\) regulatory filings for spin-offs, carve-outs, initial public offerings \(IPO\), debt offerings, and other acquisition filings for both domestic and cross-border transactions
  • Provide conversion services to United States and foreign registered companies that need a change in their financial reporting to U.S. Generally Accepted Accounting Principles \(GAAP\) or International Financial Reporting Standards \(IFRS\)
  • Experience in Data Services Administration
  • Source data from various data source systems

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