Advisory Services Associate Resume Sample
Chet Volkman
256 Erdman Stravenue,
Houston,
TX
+1 (555) 122 6030
Work Experience
Advisory Services Associate
08/2016
-
PRESENT
Detroit, MI
- Collection and assessment of customer information, leveraging third-party sources
- Execution and review of adverse media from customer screening (e.g., politically exposed persons, material negative news) and maintenance of search results
- Analysis of customers’ transactional records and legal documentation
- Demonstrating ability to review own work and provide first initial review of associate analysts’ work prior to this work being sent to the senior analyst for final review
- Demonstrate an understanding of internal audit procedures and protocols as outlined in the IIA’s International Professional Practices Framework
- A valid driver’s license due to travel requirements
- Adhere to the Firm’s ACTION philosophy and other pertinent policies and procedures
Risk Advisory Services Associate
06/2013
-
04/2016
Houston, TX
- Be familiar with and adhere to relevant ethical requirements of the AICPA as included in the Code of Professional Conduct of the Texas State Board of Public Accountancy and the Texas Society of CPA’s in discharging their professional responsibilities
- Thorough understanding of GAAP, GAAS, IIA standards, COSO internal control framework, and Sarbanes Oxley Act and the related requirements of Section 404
- Understanding of financial reports, transaction cycles, and business processes
- Senior I : Project Management experience, including supervising 1 to 3 or more individuals
- Experienced with Microsoft Excel, Word, and Outlook
- Experience with media publisher, technology vendor or management consulting firm with client facing responsibilities
- A background in Engineering and/or strong technical acumen
Senior Advisory Services Associate
11/2010
-
05/2013
Los Angeles, CA
- General understanding and excitement around the online video business, the TV and cable industry and the challenges facing both the industry, content owners and distributors
- Strong Project/Program Management experience and organizational skills, has led client project engagements, understands delivery and can translate business requirements into tactical, executable outputs to meet client goals
- Proactively manage yourself against a robust workload with multiple concurrent projects and tight deadlines, from engagement design through execution
- Passion for learning new products, ideas and systems quickly, combined with the ability to translate business requirements to meet their strategic goals
- Experience with ad server, order management technologies, and/or CRM tools
- Analyzes data and feedback throughout the lifecycle of a product and
- Develop an understanding of the client’s industry, operations, and accounting system
- Adhere to the Firm’s policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary
Education
Everest University - Orlando Campus
2006 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Excellent Microsoft Office skills (i.e. pivot table, formula, formatting, charts & graphs etc.)
- Strong technology skills eg., excel, powerpoint, word, social media
- Experience in HNW Financial Services and/or Financial Planning would be an asset
- Demonstrated customer focus and the ability to develop relationships within PWM
- Demonstrate a more than basic understanding of the client’s industry, operations, and accounting system
- Willing to travel within South East Asia & Indo-China
- Are looking for a fast-paced, entrepreneurial working environment that's a leader in the television advertising technology space
How to write Advisory Services Associate Resume
Advisory Services Associate role is responsible for media, software, finance, training, recruiting, auditing, reporting, research, insurance, travel.
To write great resume for advisory services associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Advisory Services Associate Resume
The section contact information is important in your advisory services associate 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 Services Associate Resume
The section work experience is an essential part of your advisory services associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Advisory Services Associate resume experience can include:
- Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities
- Experience with media publisher, technology vendor or management consulting firm with client facing responsibilities
- Assist clients in optimizing their risk and control activities, including control effectiveness and optimization activities
- Experience of Excel/VBA or other mathematical programming language/applications is advantageous
- Understanding of financial mathematics e.g. derivative pricing, interest-rate modelling, econometrics, stochastic processes, Monte-Carlo simulation etc
- Working toward the actuarial/CFA/FRM or related qualification advantageous
Education on an Advisory Services Associate Resume
Make sure to make education a priority on your advisory services associate 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 associate 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 Associate Resume
When listing skills on your advisory services associate 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 associate skills:
- Coordination with Advisors in preparation for HNW engagement (pre-meeting checklist, meeting agenda, data gathering, etc)
- Consultative – enjoy helping others solve challenging business problems
- Obtain and understanding of generally accepted auditing standards and common audit procedures and techniques
- Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today
- Execute management and technology consulting projects with leading media companies, pay-TV operators and online publishers
- Technical training to build expertise in our three business areas of Risk Advisory Services, Financial Advisory Services and Technology Services
List of Typical Skills For an Advisory Services Associate Resume
1
Skills For Risk Advisory Services Associate Resume
- Experience in marketing analytics strategy or marketing consulting. Client facing experience also helpful
- Experience with a management consulting firm, television programmer, technology company, or media agency with client facing responsibilities
- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals
- Assist field team with the initiation of the plan by inputting as much salient data (received from the Advisor) as possible and through plan creation
- Self-driven and motivated – a go-getter seeking ownership and responsibility
2
Skills For Wealth Advisory Services Associate Resume
- Intellectually curious – continually driving for self-improvement
- Participate in recruiting efforts for team as needed
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm
- A regional presence in the Bay Area, while still serving our clients nationally and internationally
- Type on a keyboard and look at computer screen for 8 hours or more a day
- Handle deadline pressure as it applies to the department engagements
- Lift up to 5 pounds on a frequent basis; up to 25 pounds on an infrequent basis
3
Skills For SEA Risk Advisory Services Associate Resume
- Move, stoop, and/or bend over repeatedly as needed to reach files, workpapers, and other office materials
- Position requires tolerance for moderate stress
- Want to become an expert in the business and technology behind the future of television
- Want to work with the biggest names in the industry like Viacom, ESPN, FOX, and Sky
- Desire to pursue applicable professional certifications (e.g. Certified Public Accountant (CPA), Certified in Financial Forensics (CFF), Certified Fraud Examiner (CFE), Certified Anti-Money Laundering Specialist (CAMS), etc.)
- Interns who are willing to serve at least 3 months are also welcomed
4
Skills For Senior Advisory Services Associate Resume
- Technology enablement and delivery– Help our clients assess and improve how technology enables business in an effective and efficient manner. Areas of focus include evaluation of vendor applications, implementation services and technology infrastructure / architecture across areas such as risk management, finance, compliance and operations
- Analytically minded – like to look at data to uncover patterns and insights
- Sufficient coursework to qualify for eligibility to sit for CPA and/or CIA exams
- Begin to develop an understanding of technical accounting literature within the GAAP and SEC hierarchies and is able to research issues and provide management with coherent information on routine, non-complex issues
- Monitor and supervise progress of Associates, Senior Associate I’s and Senior Associate II’s in all engagement phases; provide performance feedback when needed
- Assist and mentor Senior Associate II’s, Senior Associate I’s and Associates, actively cultivating an environment that challenges, encourages, and fosters learning
- Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, Texas Society of CPA’s and Intitule of Internal Auditors in discharging their professional responsibilities
5
Skills For Advisory Services, Associate Analyst Resume
- Possess the leadership skills and 'executive presence' necessary to work with large and complex clients
- Able to operate comfortably across different client disciplines from Ad Operations, Sales, Editorial, Technology, Finance and Corporate Strategy
- Work with engagement team to deliver internal audit , Sarbanes Oxley (SOX) testing, ERM and compliance related projects for clients in various industries
- Execute assigned client engagements from start to completion, which includes the overall planning, execution, reporting and managing the economics/ budget of the engagement
- Apply industry leading practices at client engagements to identify risks and opportunities of improvement
- Communicate clearly between technical, non-technical, and executive stakeholders
- General understanding and excitement around the online video business or the TV and cable industry and the challenges facing both the industry, content owners and distributors
6
Skills For Advisory Services Associate Analyst Resume
- Adept at simplifying complex technical concepts to be digestible by a business audience; experience working as a liaison between business and technical stakeholders
- Strong Project/Program Management experience and organizational skills, with demonstrated experience leading client-facing projects and translating business requirements into actionable deliverables
- A self-starter who can proactively manage yourself against a robust workload with multiple concurrent projects and tight deadlines, from engagement design through execution
- Experienced with ad server, order management technologies, and/or CRM tools
- Evaluate and test IT and business processes and controls and identify areas of risk
7
Skills For Forensic Advisory Services Associate Resume
- Execute assigned client engagements from start to completion of information systems assessments and/or business process control reviews
- Work with our Model and Calibration team to produce standard and client specific calibrations of stochastic models covering a wide range of financial risk management applications (pricing/capital projection/strategic asset allocation etc...)
- Provide input and directly engage with clients on the training/support in relation to insurance focused stochastic modelling products, models and calibrations. This includes participating in onsite training sessions and the delivery of training on stochastic modelling products and their underlying quantitative modelling techniques
- Work directly with clients to support the implementation, training, documentation and validation of our insurance focused stochastic modelling products and services. Projects are varied and can involve a combination of activities run from our Moody’s Analytics offices and also onsite with clients
- Collaborating with our Modelling and Calibration Services, Research, Product Management and Operations teams on internal projects related to our ESG-related services
- Experience in a financial institution (e.g. within an insurance company) is advantageous
- PFP/PFPC an asset
- Information / Cyber security – Assist our clients with the design, build, management and operations of industry-leading security programs to maintain a high performance business environment. Areas of focus include enterprise security management, threat and vulnerability management, identity and access management as well as data privacy and protection
- Contribute to the delivery of consulting, implementation, model calibrations and client facing projects within the Advisory Services team. This is through a combination of direct client work and working with more senior team member in projects to implement software and content solutions for actuarial pricing, capital and risk management applications
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