Financial Consultant Resume Example by mplett


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									Jesse Kendall
123 Elm Street ▪ Grand Rapids, MI 49506 ▪ 616.555.5555 ▪

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.


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
        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

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