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Senior Financial Advisor Resume Example

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SENIOR FINANCIAL ADVISOR
Summary

Results focused Senior Financial Analyst with over 10 years of financial and business advisory experience. possess excellent analytical skills and experience in corporate finance and markets finance. Experienced in providing comprehensive financial management reports with detailed analysis.

Skills
  • Microsoft Word, Excel, Power BI, and PowerPoint.
  • Strong analytical skills, in completing budget to actuals, estimates to complete and variance analysis.
  • Ability to work with all levels of leadership and establish trusted business advisor relationships through both written and verbal communication.
  • Accounts receivables
  • Ad
  • Analytical skills
  • Balance sheets
  • Billing
  • Billings
  • Budget
  • BI
  • Cash management
  • Competitive
  • Clients
  • Client
  • Economics
  • Finance
  • Financial
  • Financial management
  • Financial modeling
  • Leadership
  • Meetings
  • Mentor
  • Excel
  • Exchange
  • Mail
  • PowerPoint
  • Microsoft Word
  • Negotiations
  • Pricing
  • Proposals
  • Reporting
  • Research
  • Strategy
  • Treasury
  • Verbal communication
  • Written
  • Proficient in [Software]
  • Coaching and mentoring
  • Communication
  • Interpersonal and written communication
  • Client needs
  • Developing financial plans
Experience
01/2019 to Current
Senior Financial AdvisorCompany Name － City, State
  • Manages project financial operations for 38 different partners in Strategy and Transactions that spans across 390+ engagements.
  • Builds relationships as a trusted business advisor with partners/principals, client serving teams and other internal stakeholders.
  • Leverages reporting, system and finance expertise to prepare for monthly review meetings, prioritize action items, recognizing when additional resources or subject matter resources need to be onboarded or offboarded to better project performance.
  • Analyzes pricing plans at time of engagement creation to optimize margin, along with keeping a conservative eye on budgeted hours and resource mix.
  • Contributes to learning and development of our people (training new hires, leading virtual and in-person training sessions).
  • Facilitates economics training and advises on financial management practices for client serving teams.
  • Ensures client serving teams are properly prepared with RFPs (request for proposals) for client negotiations from a financial perspective.
  • Ensuring teams meet various targets by advising on pricing metrics, estimate to completes, billings, code closure, accounts receivables, and cash collections.
  • Direct point of contact for use on the Mercury system as well as how the system recognizes finances.
05/2009 to 12/2018
Management AssociateCompany Name － City, State
  • Primary finance associate for a complex northeast EY global Advisory account, as well as the senior finance associate on over 450 TAS projects.
  • Assisted 40 engagement partners and their teams with financial modeling, including pricing for competitive global pursuits, margin-improvement analysis, budget vs actual analysis, and estimate to completes.
  • Discussed engagement details, requirements, and challenges with each engagement team and make recommendations to maximize efficiencies and profitability.
  • Assisted in developing and implementing a cash management program on primary global accounts to increase billing and collection efficiency by lowering risk for potential disputes or long outstanding receivables.
  • Collaborated with international teams throughout Americas, EMEA, and Asia Pac to communicate revenue expectations and reporting.
  • Cultivated and maintained strong relationships with internal and external clients.
  • Mentor junior finance associates through participation in finance discussions ranging from simple policy related inquiries to complex pricing analysis.
06/2007 to 05/2009
Reporting AnalystCompany Name － City, State
  • Produced, reconciled, and analyzed executive level reports for Service Line leadership as it relates to the Partner Earnings Distribution process.
  • Created reports analyzing historical earnings information to ensure the annual earnings distribution is fair and equitable.
  • Prepared ad-hoc report requests in the development, implementation, and support of applications to meet client business requirements.
  • Pro-actively interacted with clients and management to advise them of trends and operational issues.
10/2006 to 05/2007
Financial AnalystCompany Name － City, State
  • Responsible for the P&L analysis and balance sheets for General Services and Exchange divisions.
  • Prepared monthly Allocation of Print/Mail; posted journal entries to P&L and balance sheets.
  • Interacted daily with vendors and users for billing charges inquiry.
  • Created and maintained daily reports of all expenses across various accounts.
  • Purchased firm collateral Treasury Bills and tracked compounding interest for regulatory reporting.
  • Deposited monthly exchange lease seat checks and maintained monthly report on exchange seats.
  • Assisted in research and update of various accounts for the quarterly SOX Signoff.
Education and Training
Bachelor of Science: Business Administration, Finance and EconomicsNew Jersey City University － City, State
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Resume Overview

School Attended

  • New Jersey City University

Job Titles Held:

  • Senior Financial Advisor
  • Management Associate
  • Reporting Analyst
  • Financial Analyst

Degrees

  • Bachelor of Science : Business Administration, Finance and Economics

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