Financial Consultant resume example with 18+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
A challenging opportunity that will allow me to contribute and develop as a successful business partner, leveraging my leadership, analytical, and relationship building experiences.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Financial Consultant, 01/2010 - Current
American Century Investments California, MD,
  • Key point of contact and FP&A responsibility for seven diverse and rapidly growing lines of business within Corporate Banking.
  • Full balance sheet and P&L forecasting responsibilities on both balanced balance sheet and MMCOF levels.
  • Business-level and roll-up analysis around customer-level and industry drivers, roll-on/roll-off analysis, an extensive cross-sell portfolio, and loan/deposit pricing.
  • Plan/Budget coordination, presentations, and proposals to LOB and finance leadership.
  • Ongoing negotiation around performance improvement/efficiencies, and expected growth.
  • Automation of daily balance sheet reporting, Plan templates, dynamic balance sheet/ P&L/reconciliation tools (VBA, Macros, SQL).
  • Contribution to bi-annual stress testing efforts/coordination.
  • Training of co-workers/business partners on balanced balance sheet and MMCOF methodologies.
  • Point of contact for key aspects of the Canadian Initiative, helping to coordinate between domestic business groups and international partners.
Financial Consultant, 01/2008 - 01/2010
American Century Investments Leawood, KS,
  • Responsible for full balance sheet & income statement analysis/forecasting/management reporting for Private Banking line of business consisting of a $43 billion deposit and $34 billion loan portfolio.
  • Key national business contact for regional and central management reporting, business drivers, pricing, ALCO, credit/risk, analytics, and model development.
  • Ongoing Wachovia merger/integration efforts.
  • Development of new reporting & analysis tools within transitioning systems and amongst new finance partners.
  • Design and implementation of complex financial forecast models and tools for leadership and finance partners nationwide, (Hyperion Essbase, Excel, VBA, & MS Access) Communication and presentations to various finance, accounting, and credit partners, with very positive feedback from leadership and peers.
  • Automation and streamlining of time sensitive and resource demanding processes including daily/monthly reporting, production, and forecasting efforts.
Financial Consultant, 01/2006 - 01/2008
American Century Investments Texas, AL,
  • Supervised nine staff with constantly changing project goals and deadlines.
  • Responsible for quarterly financial statement and variance analysis for $13 billion commercial real estate portfolio.
  • Designed and developed database solutions for a rapidly growing portfolio (queries, pivot table reports, Access forms, user interfaces, and workflow management).
  • Automated several processes resulting in greater group efficiency and accuracy.
  • Primary contact for quality assurance, training, database analysis, and workflow guidance.
  • Modeling and high level trend reporting for budgeting, vendor management, and capacity planning purposes.
  • Project lead involving analysis, training, and communication with both domestic vendors, and team members from Wells Fargo India Solutions.
Financial Planning Analyst, 01/2004 - 01/2006
Wolters Kluwer Sandy, UT,
  • Supported Certified Financial Planner & clients to establish individualized financial plans for retirement, investment, insurance, long-term care, and small business needs.
  • Research, modeling & scenario analysis for clients financial planning presentations.
  • Headed marketing, branding, and website design projects for privately-owned financial planning practice.
Intern, 01/2000 - 01/2001
Athenahealth Inc. Atlanta, GA,
  • Researched potential lease sites and comparables for corporate clients.
  • Assisted in broker presentations and maintained client relations.
Masters: Business Administration, Expected in 2012
St. Mary's College of California - ,
Business Administration
B.S: Management Science, Expected in 2004
University of California - San Diego,
Management Science
B.S: General Biology, Expected in 2004
University of California - San Diego,
General Biology
accounting, Automation, balance sheet, Banking, branding, budgeting, Budget, bi, capacity planning, credit, credit/risk, clients, client relations, database analysis, database, drivers, Essbase, finance, Financial, financial planning, FP&A, forecasting, forms, Hyperion, insurance, leadership, long-term care, Macros, management reporting, marketing, Access, MS Access, Excel, Modeling, negotiation, pivot table, presentations, pricing, processes, Project lead, proposals, quality assurance, real estate, reporting, Research, SQL, trend, variance analysis, vendor management, VBA, website design, workflow

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Resume Overview

School Attended

  • St. Mary's College of California
  • University of California
  • University of California

Job Titles Held:

  • Financial Consultant
  • Financial Consultant
  • Financial Consultant
  • Financial Planning Analyst
  • Intern


  • Masters
  • B.S
  • B.S

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