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Online Resumes with "financial advisory"
Astute Strategist with an extensive track record of building and aligning organizations to achieve excellence, profitability, and unparalleled client service. Skilled relationship builder and trusted advisor, in program management, ERP Integration, process improvement, CIO & CISO IT strategy development, vendor management, access risk & process control integration. Pivotal resource in business and practice development arou...
Summary Chief Financial Officer focused on providing quality accounting and financial record-keeping support. CFO and CCO for a Broker Dealer and a sister Investor Advisory Company. Extensive accounting and regulatory reporting experience. Accomplishments Accounting Skills Operated computers programmed with accounting software to record, store, and analyze information for a Broker/Dealer and a Financial Advisory Firm for th...
Tags for this Online Resume: Accounting, Audit, CFO, Credit Card, Quick Books, sheets, Financial, Securities, Financial Reporting, Accounting Functions, Balance, Balance Sheet, Commissions, Bookkeeper
Dear Hiring Manager, As a business development and financial investment executive, my background includes extensive experience in strengthening and creating innovative revenue-generating strategies for the financial and management consulting services sectors. My expertise lies in leading high-performance teams, producing investors / investments and consulting on operational issues. Furthermore, I focus on building high-...
Tags for this Online Resume: Consulting, CFO, Banking Industry, Financial, Management, Equity, Private Equity, Acquisitions, Business Development, Investments, Alternative Investments, Investment Banking, Leveraged Finance, Non-Profit, Family Offices, Project Management, Leadership
To obtain a long-term career-oriented position in program/policy/grants management with a dynamic organization that values individual initiative, encourages team work, and promotes employee growth and advancement.
PROFILE Public Sector Finance and Government Advisory Services subject matter expert with multifaceted experience in the field including rating agency municipal credit assessments market research portfolio surveillance project finance underwriting management municipal financial advisory services and state and local government debt issuance and fiscal administration. Specialization and notable accomplishments include: * Chie...
Tags for this Online Resume: Budgeting, Accounting, Credit Analysis, Financial, Financial Modeling, Management, Modeling Experience, Pricing, Risk Management, Underwriting, Municipal Advisor Consultant, Government, Public Finance, Municipal Bonds, Municipal Securities
CPA, Big Four, promoted to Director in Financial Advisory Services (Corporate Finance) Business Turnarounds, National Presentations, REIT Expert with PwC, Real Estate Development Expert Desire to bring Depth and Breadth of Skills, Experience and Proven Accomplishments to Firm needing my true Value Proposition
Managed Led the implementation, launch and training for the Salesforce customer relationship management (CRM) system and managed the request for proposal process for this accounting firm. Managed multi-disciplinary teams to drive higher ROI and customer value. Executed integrated marketing plans to propel brand awareness, revenue generation and to establish the firm as a thought leader. Profit Optimization * $8 million esca...
Tags for this Online Resume: Management, Accounting, Advertising, Business Development, Customer Relationship Management, Email, Marketing Management, Request for Proposal, Request for Proposals, Stamford, CT, New York City, White Plains, NY, Salesforce Administrator, Integrated Marketing Plans, Strategic Planning
PROFILE: Contract Management, Finance/Budget, Program Development/Management Background of accomplishments in diverse areas of: Contract Administration and Management. Finance/Budget and Human Resources. I was a Sr. Contract Administrator for nine years at DISD and managed Capital Bond Programs, Technology Contracts, Financial Contracts and Interlocal Agreemements. My strengths include the ability to resolve complex problem...
CAREER SUMMARY I started my career as a secretary. The responsibilities required of me included organizing the business activities/itineraries of my direct boss to ensure a smooth running of the office. I also worked in the Administration and Human Resources departments of some organizations. In the Administration Department, I was responsible for ensuring that every arm of the office was sufficiently equipped with work too...
Tags for this Online Resume: finance, excel, corporate finance, investment banking, Financial Advisory, management consulting, M&A advisory, financial analyst, analyst, equity research, san francisco, new york
PROFESSIONAL SUMMARY Executive with extensive hands-on experience in financial management, business operations and working with corporate executives. Collaborative leader of high-performing teams, known for developing and empowering staff. Expertise in applying technology to solve problems and improve performance. Served as a leader in Financial Advisory practices and at Major Financial Institutions for Global Risk Advisory...