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Become A Senior Finance Consultant

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Working As A Senior Finance Consultant

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $69,493

    Average Salary

What Does A Senior Finance Consultant Do At Freddie Mac

* Design, develop and support systems within the financial modeling and research area.
* Design and develop new code and review existing code changes to ensure standard technology development practices are met.
* Assist in the operational execution of software solutions to assist with the monitoring and control of market and credit risks.
* Assist with application development, modifying and/or maintaining applications and associated testing.
* Demonstrate knowledge of Development tools and languages.
* May assist other areas of financial research and engineering when defining requirements for systems applications.
* Work Location Zip Code:
* Division:
* Investments & Capital Markets

What Does A Senior Finance Consultant Do At TIAA

* This role includes both Inbound and Outbound client management to facilitate financial planning, investments, and asset consolidation.
* The ideal candidate can expect to participate in the following activities:
* Engaging clients in exploratory conversations to gain an understanding of their financial position and uncover opportunities to deepen their relationship with TIAA
* Assisting clients with account opening, rollovers, and asset allocation
* Coordinating with appropriate business partners to provide a world-class experience to our customers
* Resolving issues for clients; demonstrate strategic thinking when pursuing problem resolution and retention
* Follow practical application of all compliance, regulatory, and company policies and guidelines
* Acceptance of the position requires an 18 month commitment prior to posting for other roles within the organization

What Does A Senior Finance Consultant Do At Mantech

* Develops plans including budgets.
* Acts as key technical expert on financial analysis issues, concerns, and special projects.
* Interfaces with top management, responding to their requests for financial data.
* Resolves reporting and compliance issues.
* Prepares special reports and financial studies for management and alerts them to significant variances to plan.
* Coordinates, negotiates, and resolves financial compliance issues with various governmental agencies to ensure accurate interpretation.
* Conducts and may Principal audits.
* May provide work leadership for lower level employees

What Does A Senior Finance Consultant Do At TD Ameritrade

* Meet and/or exceed the TDA Senior Financial Consultant Sales Performance Minimums on both a quarterly and annual basis across all facets of the TDA product and service platform
* Maintain and grow a book size of clients that have $250k+ in assets and $100k+ assets in guidance
* Identify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement
* Build and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base.
* Responsible for driving branch customer appointments and phone sale opportunities.
* Positions appropriate products -- through balanced presentations -- to each client’s current needs and long term financial strategy, including sell advice and portfolio planning for each High Asset Client (HAC)
* Provide and demonstrate solid portfolio planning skills and comprehensive industry and investment knowledge
* Adheres to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TDA at all times

What Does A Senior Finance Consultant Do At Metlife

* Understands business plans and their relationship to the financial arena.
* Supports financial management as a key internal consulting resource.
* Ensures effective communications with all parties to consulting relationships.
* Can explain and communicate financial and business results to different functions across the enterprise for possible actions based on those results.
* Will consolidate information from multiple sources, and will work with management to prepare concise reports and presentations

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How To Become A Senior Finance Consultant

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

Education

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Advancement

Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

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Senior Finance Consultant jobs

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Senior Finance Consultant Career Paths

Senior Finance Consultant
Senior Manager Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Senior Finance Manager Senior Business Manager Controller
Controller, Vice President
9 Yearsyrs
Finance Manager Controller
Corporate Controller
12 Yearsyrs
Senior Project Manager Vice President And Manager Controller
Director Of Accounting & Finance
11 Yearsyrs
Finance Planning Manager Finance Manager
Division Controller
9 Yearsyrs
Senior Manager Controller
Finance Controller
9 Yearsyrs
Business Developer Business Manager Finance Consultant
Finance Leader
8 Yearsyrs
Senior Project Manager Marketing Consultant Finance Analyst
Finance Planning Manager
8 Yearsyrs
Business Developer Senior Business Analyst Manager Finance Planning And Analysis
Finance Project Manager
7 Yearsyrs
Managing Director President/Chief Executive Officer Finance Advisor
Finance Vice President
9 Yearsyrs
Finance Manager Sales Manager
General Manager
7 Yearsyrs
Manager Finance Planning And Analysis Senior Manager Controller
Group Controller
11 Yearsyrs
Managing Director Business Consultant Senior Business Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Finance Planning Manager Manager Finance Planning And Analysis
Manager, Finance Analysis
8 Yearsyrs
Senior Analyst Senior Finance Analyst Accounting Manager
Plant Controller
10 Yearsyrs
Project Manager Senior Manager Controller
Regional Controller
10 Yearsyrs
Senior Analyst Accounting Manager
Senior Accounting Manager
10 Yearsyrs
Senior Finance Manager Corporate Controller
Senior Director Of Finance
14 Yearsyrs
Manager Finance Planning And Analysis Manager, Finance Analysis Controller
Senior Finance Manager
11 Yearsyrs
Project Manager Program Manager Portfolio Manager
Vice President And Portfolio Manager
10 Yearsyrs
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Senior Finance Consultant Demographics

Gender

  • Male

    66.0%
  • Female

    30.8%
  • Unknown

    3.2%

Ethnicity

  • White

    73.6%
  • Asian

    12.5%
  • Hispanic or Latino

    9.4%
  • Unknown

    3.0%
  • Black or African American

    1.5%
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Languages Spoken

  • Spanish

    34.7%
  • French

    16.0%
  • German

    6.7%
  • Chinese

    5.3%
  • Japanese

    5.3%
  • Portuguese

    4.0%
  • Arabic

    4.0%
  • Mandarin

    2.7%
  • Thai

    2.7%
  • Cantonese

    2.7%
  • Italian

    2.7%
  • Irish

    2.7%
  • Swahili

    1.3%
  • Swedish

    1.3%
  • Hindi

    1.3%
  • Korean

    1.3%
  • Hungarian

    1.3%
  • Catalan

    1.3%
  • Russian

    1.3%
  • Greek

    1.3%
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Senior Finance Consultant

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Senior Finance Consultant Education

Senior Finance Consultant

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Real Senior Finance Consultant Salaries

Job Title Company Location Start Date Salary
Senior Financial Consultant Velox Consulting Inc. Mill Valley, CA Nov 13, 2016 $160,000
Senior Financial Actuary SCOR Global Life Americas Reinsurance Company Charlotte, NC Jul 01, 2014 $156,550
Senior Financial Consultant Velox Consulting Inc. Mill Valley, CA Nov 14, 2014 $150,758 -
$160,000
Senior Financial Actuary Transamerica Life Insurance Company NC Oct 01, 2010 $140,691
Senior Financial Actuary SCOR Global Life Us Reinsurance Company Charlotte, NC Jul 01, 2011 $140,691 -
$143,000
Senior Financial Consultant 300Brand Alexandria, VA Sep 03, 2015 $140,000
Senior Financial Actuary SCOR Global Life Americas Reinsurance Company Charlotte, NC Sep 21, 2012 $137,280 -
$155,000
SR. Financial Consultant Reval.Com, Inc. New York, NY Oct 16, 2010 $128,500
Senior Financial Consultant Contect Search, Inc. Centreville, VA Oct 01, 2009 $125,000
Senior Financial Consultant Tricore Solutions LLC Norwell, MA Jan 20, 2014 $125,000
Senior Financial Consultant Tricore Solutions LLC Mansfield, MA Jul 10, 2014 $125,000
SR. Financial Consultant (Risk Management) Life Technologies Corporation Carlsbad, CA Sep 22, 2013 $108,680 -
$180,600
Senior Financial Consultant Murex North America Inc. New York, NY Sep 01, 2010 $107,500
Senior Financial Consultant Murex North America, Inc. New York, NY Sep 28, 2011 $107,500
Senior Financial Consultant Murex North America Inc. New York, NY Sep 28, 2014 $107,500 -
$120,000
Senior Financial Services Industry Consultant S.W.I.F.T. Pan-Americas, Inc. New York, NY Oct 01, 2012 $105,230
Senior Financial Services Industry Consultant S.W.I.F.T., Inc. New York, NY Oct 01, 2012 $105,230
Senior Financial Consultant Murex North America, Inc. New York, NY Sep 11, 2012 $105,000
Senior JDE Financial Consultant IBM Corporation Nashville, TN Dec 19, 2016 $105,000
PI Senior-Finance Transformation (Multiple Positions) Ernst & Young U.S. LLP Atlanta, GA Nov 17, 2016 $93,434 -
$107,600
Senior Financial Analytics Consultant Primatics Financial, LLC McLean, VA Feb 13, 2015 $91,114
Senior Financial Analytics Consultant Primatics Financial, LLC McLean, VA Nov 16, 2014 $91,114
Senior Financial and Operations Consultant Connor Group, LLC Palo Alto, CA Oct 23, 2012 $90,000
Senior Financial Analytics Consultant Primatics Financial, LLC McLean, VA Feb 14, 2014 $88,460
Senior Financial Consultant Dataclarity Corporation Raleigh, NC Aug 03, 2015 $86,000
SR. Oracle Financial Consultant Savi Technologies, Inc. Winston-Salem, NC Apr 27, 2016 $85,000

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Top Skills for A Senior Finance Consultant

AssetManagementExternalAuditorsPortfolioRealEstateFinancialStatementsGeneralLedgerFinancialConsultantBusinessProcessFinancialAnalysisEquityCustomerServiceFinancialReportsFinancialServicesPayrollA/PBusinessUnitFinancialProductsDueDiligenceAnnualRevenueSOX

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Top Senior Finance Consultant Skills

  1. Asset Management
  2. External Auditors
  3. Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Audited financial services clients, including banks and asset management companies.
  • Served as a liaison for external auditors in connection with annual statutory audits and prepared all requested audit schedules.
  • Manage a portfolio in excess of 700,000 loans and $2 billion in receivables.
  • Improved Roll Rate analysis process for calculating projected losses on Real estate portfolio worth more than 1 trillion dollars.
  • Prepared Medicare financial statements and performed financial analysis that included trending analysis.

Top Senior Finance Consultant Employers

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Senior Finance Consultant Videos

Career Advice on becoming a Management Consultant by Sara C (Full Version)

Career Advice on becoming a Financial Consultant by Ian V (Full Version)

Career Advice on becoming a Financial Consultant by Ian V (Highlights)

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