Financial consultant CV sample - financial consultant CV formats / templates
Discussion
- RE: Financial consultant CV sample - financial consultant CV formats / templates -Ishita kispotta (09/06/12)
Financial consultant CV sample
Monicka w.x.
Email:xyz@gmail.com
Ph No: 1234567890
Objective
Strong knowledge of various financial concepts with an ability to deal effectively with clients; seeking a position as Financial Consultant.
Professional Experience
Working as Financial consultant in XYZ Finance Consulting Since 09Aug20XX-till date
Responsibilities
- Understand and analyze the available resource in the organization to make a proper decision.
- Advice the clients to formulate finance structure that can be achieved.
- Keep track of the market values regards to finance.
- Update the customers regarding new products and services available.
- Negotiate with product suppliers.
- To examine the financial statement and make improvements accordingly.
- Make budget recommendation as per requirement.
- Training the staffs on all financial matters like budget preparation, annual audit preparation.
- Understand the clients very well.
- Develop financial goals by giving financial advice to the clients.
- Update the day to day activities done with the clients.
- Present annual budget to the concerned person or the board.
Personal Traits
-Strong communication and interpersonal skills.
-Honesty and integrity.
-Flexibility and adaptability
-Open mindedness
-Attention to details
Achievements
-Appreciation by clients for giving good financial advice.
-Achieved high customer satisfaction and loyalty..
Qualification
-Diploma in Finance from CVZ University.
-B com from XYZ College in 19XX.
Computer skills
-Basics (MS-Word, MS-PowerPoint, MS-Excel) Internet Concepts, Ms-Access.
-Shortcuts in excel, for better result and minimize cost.
-Financial software required for easy calculation and understanding.
Personal Details
Date of birth: 26th Feb 19XX
Languages known: English, Kanada, Hindi, Tamil.
Address: Wax road, oxford cross, B’lore.
