financial consultant resume example with 4+ years of experience

(555) 432-1000,
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Professional Summary

Certified Product Owner and Financial Consultant with over five years of knowledge and skills necessary to deliver valuable solutions. Experienced in evaluating product features, addressing clients’ needs, and effectively conveying the vision to teams for successful products for business objectives.

Harvard Business School Online Boston, MA, Expected in Credentials of Readiness : Economics, Finance And Business Analytics - GPA :
Professiona Scrum Product Owner , Expected in Scrum Product Owner Certification : Agile - GPA :
Kinnaird College For Women Lahore, Expected in 08/2016 Bachelor of Arts : Literature - GPA :

Jira Software, Salesforce


Oracle Software

Financial Planning

Product Planning

Product Delivery

Team Management

Leadership and Mentorship

Work History
Brightree - Financial Consultant
Heathrow, FL, 05/2021 - Current
  • Increased revenue generating business units by 7% for the year of 2021 by partnering with project and product management; met business objectives within established timeframes.
  • Create and analyze quarterly reports to identify areas of improvements and actively collaborate with the business partners to ensure intended revenue gaps are covered.
  • Examine retail products to ensure the team is resourced as needed and the project is progressing from initial concept to the implementation stage.
  • Track business’s requirements using different tools and prepare reports to further grow and develop workflow analytics and maintain the policies and procedural documentation for distribution of relevant reporting.
  • Define and clearly communicate the business expectations to the applicable experts and teams to improve applicable business processes.
  • Develop and maintain deep relationships with delivery partners including senior leaders in the business, technology, operations, servicing, digital and control functions across lines of business.
  • Prioritize personal and team workloads to meet organizational objectives and empower them to make decisions and recommend approaches based on the results from quality reviews.
  • Oversee applications and products throughout their lifecycle for business relevance, adoption & continuous improvement.
  • Act as liaison between mass affluent client segment and management to
    recognize customer demands and concentrate efforts on correct
    product priorities based on business value.
Citizens Bank - Junio Financial Consultant
City, STATE, 03/2020 - 05/2021
  • Conducted appointments with clients and prospect businesses and retained long-term relationships, increasing team revenues by 12% for two branches in the second quarter.
  • Followed-up with existing clients to leverage their current experience into actional sales strategies, which followed referrals to partners for maximizing business results.
  • Utilized product knowledge, insight and understanding of business tools and processes to bring on new clients to expand the book of business.
  • Provided relationship management services to clients with various levels of account type complexity and portfolio sizes to optimize development and bring greater value to the market.
  • Strengthened digital engagement by assisting the clients on a variety of technological tools and resources, allowing them to explore e-solutions by leveraging online banking.
  • Communicated and educated internal team members on how the product features and functions fit into the product portfolio.
Whole Foods Market Inc - Procurement and Store Support Officer
City, STATE, 08/2017 - 03/2020
  • Executed merchandising plans for eight departments by proactively identifying customer needs, which led to an increase in sales by 15% within seven months.
  • Maintained financial profitability by regulating the purchasing budget of $21,200 (Approx.) by directing forecast models at store level.
  • Revised and executed par sheets to systematize inventory levels. Sustained operational efficiency and effectiveness through detailed reporting of merchandising movement to mitigate spoilage from 10% to 4%.
  • Retained above 97% stock in all departments, further monitoring buying patterns, department waste, spoilage, and transfer logs every week.
  • Managed timely completion and compilation of store's tares weekly rather than bi-weekly to verify proper compliance with food safety standards and procedures.
  • Handled completion of store's tares weekly rather than bi-weekly to verify proper compliance with food safety standards and procedures.
  • Developed, implemented, and managed in-house audit programs for all operating departments to accelerate the reduction in pricing discrepancies, assembling, and sharing detailed weekly auditing reports with the region.
  • Assisted the customer service department leader in evaluating areas of development in the customer service department to implement a new set of guidelines to coach the team, that led to an increase in customer loyalty by 5%.
  • Earned a certificate of excellence for raising $2000 for Whole Kids Foundation

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Resume Overview

School Attended

  • Harvard Business School Online
  • Professiona Scrum Product Owner
  • Kinnaird College For Women

Job Titles Held:

  • Financial Consultant
  • Junio Financial Consultant
  • Procurement and Store Support Officer


  • Credentials of Readiness
  • Scrum Product Owner Certification
  • Bachelor of Arts

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