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Senior advisory skills for your resume and career
15 senior advisory skills for your resume and career
1. Advisory Services
- Team leader of the Accounting Advisory Services division Heading of the Financial Due Diligence processes.
- Served as International and National Instructor for the Global Advisory Services Practice.
2. 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.
- Prepared financial statements and footnote disclosures * Analyzed client processes and controls and identified areas for improvement.
- Prepared and reviewed financial statements, including footnotes.
3. 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.
- Identified public company take-private candidates aligned with Platinum criteria - coordinated outreach through Business Development team resulting in several proprietary discussions.
- Command Strategies provides full-spectrum of business development consulting services designed to capitalize on the opportunities in the federal market space.
4. Client Relationships
- Managed business performance improvement projects, cultivated client relationships, developed functional and industry content, and mentored team members.
- Developed and maintained client relationships and senior level business contacts with existing and potential clients for business development.
5. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Worked in industries including Health Care, Managed Care, Real Estate, and Construction.
- Perform accurate review of real estate loans using specific guidelines to determine whether loan was underwritten in accordance with underwriting guidelines.
6. Internal Controls
- Demonstrated proficiency in assessing and documenting client's design and implementation of internal controls around critical areas related to financial reporting.
- Improved claim review process by developing methodology to identify fraudulent claims, strengthen internal controls and decrease frequency of improper payments.
7. Sarbanes-Oxley
The Sarbanes-Oxley Act (or SOX Act) is a U.S. government law that expects to secure financial backers by making corporate divulgences more solid and transparent. The Act was created as a result of bookkeeping errors.
- Assist with post-implementation review of SAP application for Sarbanes-Oxley Section 404 compliance and recommended various controls improvement opportunities.
- Prepared year-end Sarbanes-Oxley issue evaluations, reported findings to management, and ensured proper resolution of open issues.
8. Client Engagement
- Develop expense templates and manage actual vs. budgeted variance reporting for numerous client engagements.
- Manage multiple client engagement teams simultaneously, document business processes dependent on IT.
9. Internal Audit
Internal audit is an evaluation process that ensures that a company's risk management, governing body, and other internal processes are running effectively. People who perform internal audits must be highly qualified, have experience, and knowledge to work accordingly with the international standards and the code of ethics.
- Provided client management risk assessments, audit plans, and internal audit reports.
- Developed and implemented an Internal Auditing Department, along with complete internal control documentation for all financial and general/cost accounting systems.
10. IFRS
- Instructed CPE courses including US GAAP, IFRS, audit methodology and soft skills.
- Audit of firms under IFRS, US GAAP and Greek GAAP under strict datelines.
11. Balance Sheet
- Performed comprehensive analysis and documented concluding statements on balance sheet, income statement and statement of cash flows.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
12. Tax Returns
- Audited financial statements and prepared tax returns for a wide variety of financial, educational and non-profit institutions.
- Performed financial analysis of the financial statements and tax returns to determine contractor's financial reliability.
13. Client Management
Client management, similar to customer relationship management, refers to the procedure for how businesses interact with clients, both current and potential. The overall goal of client management is to construct and maintain good relationships with clients, leading to a high volume of repeat customers or clients who suggest the business's services to other clients.
- Collaborate with client management to develop and improve general business processes.
- Supervised interim accounting team during a consolidation of merged operations, enabling client management to focus their attention on continuing operations.
14. Corporate Clients
A corporate client is a customer who either owns or has the decision-making rights of a large company. Generally, they are business clients who are responsible for the majority of business transactions in an organization.
- Performed financial due diligence of public and private companies for private equity and corporate clients.
15. ERP
Enterprise Resource Planning (ERP) is computer software used by major corporations and organizations for conducting their management and accounting tasks efficiently. ERP systems bind different business processes with each other allowing smoother flow of data between them resulting in swift project assessment and completion.
- Developed and managed the test and execution strategy for evaluating application controls in a complex ERP (Oracle) environment.
- Managed and provided best practices for user, permissions and role assignments in a complex ERP environment.
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List of senior advisory skills to add to your resume
The most important skills for a senior advisory resume and required skills for a senior advisory to have include:
- Advisory Services
- Financial Statements
- Business Development
- Client Relationships
- Real Estate
- Internal Controls
- Sarbanes-Oxley
- Client Engagement
- Internal Audit
- IFRS
- Balance Sheet
- Tax Returns
- Client Management
- Corporate Clients
- ERP
- Risk Assessments
- SOX
- Treasury
- EY
- Hyperion
- Gap Analysis
- Compliance Audits
- Financial Institutions
- ETL
- Federal Regulations
- Process Improvement
- Healthcare
- Business Processes
Updated January 8, 2025