senior grants consultant resume example with 5+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary
Financial planning professional with a strong history of developing customized financial plans while working extensively with succession planning, investments and life insurance divisions.
  • German-speaking
  • Quickly adapt to new employment guidelines and procedures
  • Exceptional sales skills
  • Strong problem-solving capabilities
  • Self-sufficient
  • Energetic and proactive
  • Extremely organized
  • Excellent work ethic
  • Strong interpersonal skills
Work History
11/2014 to 05/2016
Senior Grants Consultant Bok Financial Corp. Bentonville, AR,
  • Consultancy on EU funding opportunities for companies.
  • Develop project concepts reflecting client needs and EU funding programme requirements.
  • Manage the full project development process including: draft papers related to project content (analysis, study, strategy, policy paper etc.), developing project application and developing project budget.
  • Recommended investments and investment timing to companies, investment firm staff and the public.
  • Organize workshops and meetings with Clients.
  • Maintained friendly and professional client interactions at all times.
  • Trained new team members on applying due diligence procedures and regulatory mandates.

2012 to 10/2014
Client Service Manager (Professional Translation Services) CRI Consulting S.r.o. City, STATE,
  • Ensured client satisfaction with company´s service. Directed and controlled the processing and fulfillment of orders, fielded customer inquiries and resolved customer complaints. 
  • Supervised other client services representatives.
  • Oversaw marketing campaigns.
  • Presented oral and written reports on general economic trends, individual corporations, and entire industries.

2011 to 11/2012
Financial Advisor OVB Allfinanz, A.s. Czech Republic City, STATE,
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
  • Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
  • Closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets.
  • Identified problem areas within the loan portfolio, analyzed risks and suggested appropriate solutions.
  • Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.
  • Answered clients' questions about the purposes and details of financial plans and strategies.

Expected in Current to to
Master of Science: International trade
University of Economics, Prague - Prague, Czech republic
Expected in 2013 to to
Bachelor of Science: International trade
University of Economics, Prague - Prague, Czech republic
Expected in 2014 to to
Bachelor of Science: Psychology - Media studies and Journalism
Masaryk University - Brno, Czech republic

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Resume Overview

School Attended

  • University of Economics, Prague
  • University of Economics, Prague
  • Masaryk University

Job Titles Held:

  • Senior Grants Consultant
  • Client Service Manager (Professional Translation Services)
  • Financial Advisor


  • Master of Science
  • Bachelor of Science
  • Bachelor of Science

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