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Finance consultant skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Raymond Peters,
Dr. Brian Simmons
Finance consultant example skills
Below we've compiled a list of the most critical finance consultant skills. We ranked the top skills for finance consultants based on the percentage of resumes they appeared on. For example, 13.7% of finance consultant resumes contained customer service as a skill. Continue reading to find out what skills a finance consultant needs to be successful in the workplace.

15 finance consultant skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance consultants use customer service:
  • Developed and implemented management and customer service training programs resulting in successful human resource hiring practices in hospitality and retail industries.
  • Managed and monitored the performance of Admissions Processes including registration and eligibility verification, contract administration, and customer service.

2. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance consultants use financial services:
  • Solicit and maintain existing clientele by providing comprehensive financial planning using full financial services to meet banks business objectives.
  • Conducted financial and operational consulting assignments to organizations in the professional service and financial services industries.

3. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how finance consultants use financial statements:
  • Develop monthly reporting package, which includes updated projected financial statements and stress scenarios to support our liquidity strategy.
  • Performed preliminary valuations, produced financial statements and projections, and wrote subscription agreements and formal memos of understanding.

4. CPA

Here's how finance consultants use cpa:
  • Presented to several hundred attendees at McGladrey CPA conference utilizing a personally-developed CE approved presentation.
  • Provided presentations and reported to mid-and-upper-level management including CEO's and CPA's

5. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how finance consultants use business development:
  • Developed a daily equity research model designed to engage high net worth investors in actionable strategies and stimulate further business development.
  • Assisted senior bankers in preparation of sales memorandums, marketing materials, research reports and other offering and business development materials.

6. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how finance consultants use wealth management:
  • Provided high level retirement and wealth management advisory services to clients across various industry verticals in the non-profit sector.
  • Collaborated with individuals to formulate a wealth management strategy to help achieve and realize their personalized financial goals.

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7. Retirement Planning

Retirement Planning is a long-term groundwork where you must determine your income goals and the decisions and implementations to attain such goals. It requires financial strategies of saving, investments, or the expenditure of money in a way that means to sustain one's life during the period of retirement.

Here's how finance consultants use retirement planning:
  • Coordinated implementation of business planning for small business owners and advised them on retirement planning, estate planning and business continuation.
  • Provided needs-based consultation to individual and business clients on risk management, retirement planning, wealth accumulation and estate planning.

8. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how finance consultants use risk management:
  • Design financial modeling analysis for risk management, profitability, cost/benefit analysis and produce quarterly board charts and monthly management reports.
  • Provided financial risk management services -Operated day to day transaction and processed medical claims -Followed up on customer requests

9. Client Relationships

Here's how finance consultants use client relationships:
  • Cultivated mutually successful internal partnership with Premier & Business Banking associates by pro-actively identifying gaps in client relationships with the bank.
  • Collaborated on the development and implementation of strategic marketing campaigns to generate new business and to expand existing client relationships.

10. Financial Solutions

Here's how finance consultants use financial solutions:
  • Developed, recommended, and implemented strategic financial solutions and plans utilizing a wide range of financial management and investment options.
  • Communicated effectively with customers in order to offer creative financial solutions to balance the investment and revenues according to customer profile.

11. Financial Models

Here's how finance consultants use financial models:
  • Create extensive financial models and forecast the impact of strategic business decisions to determine the financial feasibility of the business stakeholders.
  • Designed financial models and projections for strategic business plan and designed packages to be presented to potential investors by senior management.

12. Financial Analysis

Here's how finance consultants use financial analysis:
  • Performed financial analysis on numerous proposed pricing changes to allow organization to increase quality accounts, revenue and profit margin.
  • Prepared financial analysis and provided information to management to facilitate decision-making and strategies essential to business operations and acquisitions.

13. Math

Here's how finance consultants use math:
  • Created, analyzed and implemented math models of the stock market, contributing to the firm's fundamental algorithm.
  • Major seller of educational curriculum's for reading, math, science and other basic educational skills.

14. Financial Data

Here's how finance consultants use financial data:
  • Utilized SAS to perform financial and statistical analysis on massive financial databases for various fund families involved in illicit trading activity.
  • Evaluated manufacturing tooling costs and prepared analysis outlining general ledger reconciliation that brought six months of financial data current.

15. Strong Analytical

Here's how finance consultants use strong analytical:
  • Use of strong analytical skills to research quantitative and qualitative measurements of companies for investments
  • Developed strong analytical, problem solving, communication, and organizational skills.
top-skills

What skills help Finance Consultants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance consultant resumes?

Raymond PetersRaymond Peters LinkedIn profile

MBA Director & Leadership Instructor, Nicholls State University

We repeatedly hear from employers that "essential/soft" skills remain high on their recruiting wish list. As someone who has hired professionals for over 40 years, you generally assume that if an applicant has experience at a reputable institution, they should have the technical qualifications for the role. What you are looking for is credential separation. What makes them stand out? Have they been in parts to practice his/her communication skills? Similarly, with conflict resolution and problem-solving skills. Internships and applied work experience are always beneficial. Lastly, the customer service experience is desirable.

What finance consultant skills would you recommend for someone trying to advance their career?

Dr. Brian SimmonsDr. Brian Simmons LinkedIn profile

Associate Provost, Columbia International University

I would not think so much in terms of "skills to enhance" but rather experiences that will add depth of insight and understanding. Candidates with a variety of practical experiences, coupled with rigorous academic training, are set apart from others.

What type of skills will young finance consultants need?

Dr. Reid CummingsDr. Reid Cummings LinkedIn profile

Associate Professor of Finance & Real Estate, University of South Alabama

As computing systems continue to advance and evolve, and as artificial intelligence becomes more prevalent in data analytics, the ability to work with a variety of data manipulation, analysis, and presentation platforms will become increasingly important. Equally, a focus on improving critical thinking and communication skills, and the abilities to present outcomes, analysis, and ideas in a succinct, cogent, and logical fashion, will largely differentiate those who will succeed at a high level from everyone else.
Do you want to know more?
Read more about what experts have to say about finance consultant

List of finance consultant skills to add to your resume

Finance consultant skills

The most important skills for a finance consultant resume and required skills for a finance consultant to have include:

  • Customer Service
  • Financial Services
  • Financial Statements
  • CPA
  • Business Development
  • Wealth Management
  • Retirement Planning
  • Risk Management
  • Client Relationships
  • Financial Solutions
  • Financial Models
  • Financial Analysis
  • Math
  • Financial Data
  • Strong Analytical
  • Client Facing
  • Life Insurance
  • Health Insurance
  • Hire Training
  • SQL
  • Balance Sheet
  • Litigation
  • Asset Allocation
  • Financial Management
  • Client Assets
  • Investment Products
  • Investment Strategies
  • Work Ethic
  • Financial Performance
  • Hyperion
  • Securities
  • HR
  • Exceptional Client
  • Estate Planning
  • Shared Services
  • ERP
  • Fixed Assets
  • Accruals
  • Journal Entries
  • Mutual Funds
  • Treasury
  • Real Estate
  • Internal Controls
  • Insurance Products
  • External Auditors
  • Cash Management
  • Annuities
  • Financial Reports
  • Business Processes

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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