Enjoy this expertly developed sample financial consultant resume. This resume example was developed by Aspirations Career Services, Inc. Visit AspirationsResume.com today to evaluate resume writing services, find a great resume writer, and get free resume evaluations.
Jesse Kendall 123 Elm Street ▪ Grand Rapids, MI 49506 ▪ 616.555.5555 ▪ email@example.com FINANCIAL CONSULTATION: Account Management Program Leadership Customer Relationships Bottom-Line Profitability Term Negotiations Market/Trend Analysis Strategic sales leader experienced in account development and management. Proven record of accomplishment in successfully initiating and establishing new business. Expert in developing and implementing sales strategies to drive new business. Attend trade shows and leverage available resources to meet clients’ changing needs. Strengths in relationship building, with exceptional networking and partnering abilities. PERFORMANCE EXCELLENCE: FINANCIAL CONSULTANT | ABC FINANCIAL SOLUTIONS, Grand Rapids, MI – 20xx to 20xx Provided onsite financial consulting services to clients for this national consulting firm offering a variety of financial, accounting, audit and project management services. Conducted Sarbanes-Oxley Section 404 consulting services. Interviewed subject matter experts, documented processes, identified financial controls, and remediated controls/gaps. Devised flow charts, created test plans, developed testing plans, and tested controls. Assessed internal control design using control objectives/financial statement assertions. Coordinated with internal/external auditors. Complied with Sarbanes-Oxley Section 404, COSO, PCAOB and the SEC. Prepared partnership/property abstracts. Assumed the role of Interim CFO/Controller for Federation Inc. and performed duties for five months; selected and hired as Federation Inc.’s Corporate Controller in September 20xx. Advised clients across a wide range of industries including oil and gas, restaurants, mining, apartment investment and management, and a publicly traded real estate investment trust. Played a key role in reconciling general partner loans. Developed/analyzed an accretion model and goodwill impairment model. Examined and prepared real estate sales and disposition cash flow waterfall distribution models in advancement of management evaluation on potential properties for sale. Automated processes by revamping the Microsoft Access based ownership database; assembled and validated data, created database tables, and redeveloped application software. FINANCIAL CONSULTANT | BCD NATIONAL, Grand Rapids, MI – 20xx to 20xx Developed affluent investor relationships utilizing a niche-focused client acquisition strategy. Marketed a proprietary, advice-based suite of wealth management products and services. Generated $75,000 in revenue from $5 million in assets under management. Equity Derivatives Consultant: Utilized a proprietary trading platform to model and exercise nonqualified, incentive stock option and stock appreciation right grants for plan participants at Fortune 500 corporations. Executed participant stock sale market and limit orders for unrestricted and performance share grants. Completed 1000 trades under strict time constraints without any trading errors. EDUCATION & CERTIFICATION : BBA, ACCOUNTING, UNIVERSITY OF XYZ, Grand Rapids, MI, 20xx CERTIFIED PUBLIC ACCOUNTANT, STATE OF MICHIGAN, 20xx
Pages to are hidden for
"Financial Consultant Resume Example"Please download to view full document