ADVISORY ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Nov 18, 2024 – The Advisory Associate possesses expertise in audit and financial advisory services within a large accounting firm, combined with a Certified Public Accountant (CPA) credential, demonstrates strong analytical proficiency. Proficiency with tools like Power BI, Tableau, and Middle Market financial applications enables effective data consolidation, reporting, and advanced analytics to address diverse business needs. The associate also has advanced organizational and communication skills and the ability to manage shifting priorities to ensure efficiency in fast-paced environments.

Essential Hard and Soft Skills for a Standout Advisory Associate Resume
  • Financial Analysis
  • Data Analytics
  • Project Management
  • Regulatory Compliance
  • Strategic Planning
  • Business Process Improvement
  • Risk Assessment
  • Market Research
  • Microsoft Excel Proficiency
  • Report Writing
  • Communication
  • Problem-Solving
  • Teamwork
  • Adaptability
  • Critical Thinking
  • Leadership
  • Time Management
  • Emotional Intelligence
  • Decision-Making
  • Conflict Resolution

Summary of Advisory Associate Knowledge and Qualifications on Resume

1. BA in Economics with 3 years of Experience

  • Practical audit working experience
  • Hold CA (or equivalent) qualified, or working towards a qualification.
  • Demonstrate the ability with IFRS and the International accounting standards environment.
  • Good working knowledge of PCAOB, Sarbanes Oxley Act
  • Strong analytical and numerical skills combined with sound Excel skills.
  • Excellent communication skills with proven ability to work effectively in a team environment.
  • Well-developed research and problem-solving skills.
  • Experience working in EMS
  • Understanding of the core risk assessment processes
  • Understanding of the audit issues and judgment in audit work, and demonstrating professional skepticism in its execution

2. BA in Finance with 1 year of Experience

  • Passion to continuously learn, improve, and perform at the highest level
  • Desire to collaborate within a team-based environment
  • Ability to build solid relationships with clients and team members
  • Clear, concise verbal and written communication skills
  • Demonstrated capability to prioritize tasks
  • Ability to communicate potential conflicts to leadership
  • Confidence to proactively seek guidance, clarification, and feedback
  • Sense of urgency and commitment to quality and the timely completion of duties
  • The ability to use various tools, guidance, and methodology to deliver the audit
  • Willingness to travel based on project assignment requirements

3. BA in Accounting with 2 years of Experience

  • Experience in a large accounting firm in audit, financial advisory service line
  • Hold a Certified public accountant (CPA)
  • Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. 
  • Skills with Power BI and/ or Tableau
  • Exposure to the Middle Market financial suite of applications, their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements
  • High motivation, initiative, and a positive attitude
  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
  • Intermediate modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis, and ability to generate data-driven insights
  • Ability to work autonomously, to meet tight deadlines, and to thrive in a fast-paced environment with shifting priorities
  • Excellent verbal and written communication
Relevant Information
AML Advisory Skills, Experience, and Job Requirements
Advisory Analyst Skills, Experience, and Job Requirements