A Finance Advisor is a finance professional who provides consultation and advice service to the entity’s finances and individuals. The job description entails helping individuals and companies reach their financial goals through effective strategies, advice, and consultation that can create more wealth, eliminate debts, and reduce costs. Other duties are listed on the Finance Advisor Resume as – talking to clients and determining the expenses, income, and insurance coverage, answering client questions about financial plans and strategies; advising strategies for clients in insurance coverage, investment planning, and cash management; reviewing client accounts and plans regularly; analyzing financial data received from clients; preparing and interpreting financial document summaries, investment performance reports; and managing a client portfolio.
To ensure success the following skills are needed – valid driver’s license; knowledge of mutual fund, securities, and insurance industries; proficiency in word, excel, and PowerPoint; comfortable using a computer for various tasks; and experience in providing quality financial advice. A Degree in finance or business along with a current license is required to work in this capacity.
Objective : Highly motivated, experienced, and passionate candidate seeks to further a career in a Finance Advisor position that can utilize my technical skills and management knowledge to benefit mutual growth and success. Responsible for Serving as the main liaison on finance issues with PSI/Washington.
Skills : Customer Service, Written And Verbal Communication, Administration Expertise, Proficient In Microsoft Office, Team Work.
Description :
Handled daily A/P processes; managed vendor/supplier relations; and oversaw the timely, accurate processing of invoices, purchase orders, expense reports, credit memos, and payment transactions.
Maintained adherence to corporate, accounting.
Addressed escalated issues from employees and vendors regarding accounts payable.
Ensured accurate and compliant A/P files and records in accordance with company policies and government regulations.
Managed the accurate and timely processing.
Assessed and closed A/P sub-ledger on a monthly basis, validated content and resolved various issues.
Facilitated no-fault internal and external audits as a result of sound recordkeeping and thorough documentation.
Experience
2-5 Years
Level
Executive
Education
GED
Finance Advisor Resume
Summary : Finance Advisor professional with 10 years of experience in a broad spectrum of functions including accounting, budget preparation, administration, project costing, auditing, performance reporting, and project management. Hold an undergraduate degree in business administration.
Skills : Financial Reporting, Budgeting, Performance Reporting, And Data Analysis.
Description :
Reviewed the process of all invoicing, account receivable, and collection activities.
Managed activities for General Ledger/Month-end close processes.
Developed various general ledger account analysis and reconciliation.
Performed cash forecasting.
Provided financial reporting, analysis, summaries related to drivers of accounts fluctuations, and variances.
Ensured all financial data and transactions are adequately documented.
Performed account reconciliations to ensure accounts are balanced and errors are corrected on a timely basis.
Experience
10+ Years
Level
Senior
Education
G.E.D
Finance Advisor Resume
Headline : As a Finance Advisor, responsible for providing an overview of the Financial Aid process and programs available to qualifying students, and also Counseling students regarding financial aid paperwork, award information, and options for covering education expenses.
Skills : Microsoft Office, Creative Skills, Multitasking.
Description :
Created the optimal student experience by guiding students through their financing options.
Maintained financial planning and scholarship searches, and individualized financial coaching.
Ensured proper management of over 200 accounts.
Maintained student retention.
Built rapport and trust, ensure that students are followed up in a timely manner and receive professional and accurate guidance.
Processed federal financial aid and create payment plans for prompt payment on student balances.
Focused on career services, the guidance of resources, and advice on academic requirements.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Finance Advisor Resume
Headline : Finance Advisor with 6 years of experience in Evaluating submitted documentation and determine additional requirements, and also Calculating Tuition and Financial Aid based on a student's schedule and unique eligibility.
Skills : Time Management, Multiple Use Of Computer Programs, Project Management.
Description :
Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed for loan approval.
Guided clients in the gathering of information such as bank account records, income tax returns, and any other documents required for loan approval.
Analyzed financial information obtained from clients to determine strategies for meeting client's financial objectives.
Underwrote loan files for program acceptance and guidelines are met.
Built and maintained client bases, keeping current client plans up-to-date, and recruiting new clients on an ongoing basis.
Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment.
Signed loan documents and disperse funds to client Maintain delinquency list Assist clients with payment arrangements as needed.
Experience
5-7 Years
Level
Executive
Education
BS
Finance Advisor Resume
Objective : Finance Advisor professional with over ten years of experience who is organized, efficient, able to work independently, able to achieve organizational goals, prioritize, and problem solve. a very qualified candidate with management and leadership qualifications. an asset to any organization based on education, training, and experience.
Provided and managed financial/accounting services for ground, online, and military students (550 students).
Provided all customer service functions for students.
Processed all federal financial aid paperwork/applications for students.
Completed numerous financial reports in a timely manner.
Provided continuous customer service for students through email correspondence and telephone contact.
Completed all collection steps required for Due Diligence on delinquent accounts.
Solicited for new clients from database list Provide excellent customer service to clients and outside vendors at all times.
Experience
2-5 Years
Level
Junior
Education
GED
Finance Advisor Resume
Headline : Highly qualified Finance Advisor with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Counseled students in an assigned region over the phone.
Managed inbound and outbound call volume to discuss educational progress with students.
Advised students on all financial aid requirements.
Informed students of the rules of the University as well as government regulations related to financial aid.
Assisted students in filling out the Free Application for Federal Student Aid (FAFSA).
Worked as a part of a team with Academic Advisors and Enrollment Advisors to support students in their academic and financial needs.
Worked in a team atmosphere with other Finance Advisors and managers to ensure quality in service.
Experience
5-7 Years
Level
Executive
Education
MS
Finance Advisor Resume
Headline : Finance Advisor with 7 years of experience in delivering the highest level of service to students and co-workers while maintaining performance metrics, and also Upholding Title IV, state, military, VA institutional knowledge, and compliance.
Skills : Microsoft Office Suite, Multitasking, Customer Service.
Description :
Kept students informed about their accounts with the University, advising students on responsible borrowing as far as loans both federal and private.
Responsible for making sure students are fully aware of financial policies and procedures about the University and about federal financial aid.
Made sure students feel supported throughout their education.
Made sure students' experiences are good, and the finance aspect of their schooling is smooth.
Applied funds, and completing due diligence as necessary.
Helped students understand repayment, and alternative funding sources such as scholarships.
Made sure students feel they are equipped with all resources necessary to help them succeed in their educations.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Finance Advisor Resume
Headline : highly skilled Finance Advisor position, responsible for providing an overview of the Financial Aid process and programs available to qualifying students, and also Counselling students regarding financial aid paperwork, award information, and options for covering education expenses.
Verified enrollment status and ensured students are eligible for admission -Accurately advise students on payment options and completing documentation.
Processed FAFSAs, ISIRs, and ISIR corrections electronically, while resolving applicable errors.
Performed student account maintenance activities that include conducting account reviews, reconciling aging levels, processing payments, and monetary adjustments.
Achieved account receivable goals by monitoring accounts and performed collection activities.
Responded to individual student problems, concerns, and questions within 24 hours.
Maintained and enforced all policies and procedures set forth by the Department of Education and University administration.
Received multiple performance awards throughout the duration of my employment with UOP Online.
Experience
5-7 Years
Level
Executive
Education
GED
Finance Advisor Resume
Headline : As a Finance Advisor, responsible for Evaluating submitted documentation and determine additional requirements, and also Calculating Tuition and Financial Aid based on a student’s schedule and unique eligibility.
Skills : Supervising Skills, Problem Solving, Self-Motivated, Organizing Activities.
Description :
Provided technical support to the Finance Manager and the Business Operations Director.
Led the development of departmental budgets and new proposals for new business initiatives.
Assisted program managers in developing tools to monitor their budgets.
Ensured compliance with PSI and donor financial requirements, including USAID, DFID, UNICEF, and the Global Fund.
Performed collections on delinquent student accounts.
Prepared and updated student reports; participated in weekly departmental meetings.
Served on the student retention committee.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Finance Advisor Resume
Objective : As a Finance Advisor, responsible for Educating and assisting prospective and current students regarding policies and requirements for selected finance options, including federal student financial aid, employer benefits, and Veteran Affairs benefits.
Skills : Microsoft Office, Critical Thinking, Multitasking.
Description :
Evaluated student accounts to explore solutions that assist students in attaining their educational goals.
Facilitated the processing of federal student financial aid to ensure compliance with established regulations, policies, procedures, and guidelines.
Monitored student account receivables and related financial activity to ensure they are in adherence to the student selected payment option and company policy.
Utilized critical thinking and problem-solving skills to address student concerns and ensure resolution.
Performed financial advising and assist students with completing financial aid and loan documents.
Worked closely with admissions advisors to ensure students completed enrollment requirements.
Updated daily financial reports through student account research and financial planning.
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