Finance Consultant Resume
Finance consultants are expert in money management and they provide their lucrative advices to individuals and businesses. They offer advice by working as an independent consultant or work with companies on part-time and full-time basis. Their services and advices help people and organizations in managing their debt, investing surplus money, savings for projects or for the daycare expenses. They also review specifications of projects and help companies in identifying financial feasibility of business plans.
A finance consultant has to have financial management background. A degree in finance, accounting, or related topic is must for the job. Since finance is a wide category, the consultant may choose to specialize either investment, debt management, retirement advice, or accidental damages.
Finance Consultant Resume Example
Ronald E. Short
2088 University Drive
Chicago, IL 60606
Phone: 312-704-6275
Email: reshort@anymail.com
Career Objective:
Looking for a financial consultant position with “Apple Bank,” to persuade and convince customers for investing in bank's products and help grow their money as well as of the establishment.
Summary of Skills:
- Strong financial modeling and money management experience
- Knowledge of all the investment options for individuals and organizations
- Ability to device plan and help people managing and disbursing their debt
- Skilled in assessing value of properties and fetching deserving price
- Skilled in collecting, analyzing, and interpreting financial data
- Ability to develop strategies for maximizing cash flow and improving business policies
Work Experience:
Financial Consultant
ABC Financial Consultant, Chicago, IL
October 2014 - Present
- Conducting assessments of individuals and businesses finance and setting out priorities for managing debts
- Opening and closing deals with customers for finance consulting services
- Discussing financial goals with clients and preparing plans to meet their goals
- Calculating client's assets, liabilities, insurance coverage, cash flow, etc. and creating investment strategies
- Obtaining and reviewing financial information from clients and answering their questions
- Keeping close watch on evolving trends in financial market and utilizing positive factors
Financial Consultant
Rolling Hills Financial Consultancy, Chicago, IL
February 2013 - September 2014
- Prepared financial models and analyzed budget variance for clients
- Identified key financial issues and projecting forecast for businesses
- Documented processes and results and supported ongoing projects
- Recommended in buying properties to clients and planning when to sell
- Provided advices to clients on tax saving and insurance decisions
- Helped clients in buying and selling stocks and bonds
Education:
- Bachelor's Degree in Finance Management
ABC University, Chicago, IL
2012
Reference:
On request.
