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Allstate Insurance Company Technology Finance - Financial Consultant Resume Example

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Aaliyah Griffin
  • XXXX X XXXXX XXXX XXXX X, Chicago, IL 60610
  • H: XXXXX XXXXXXXX
  • XXXXXXXXXXXXXXXXXXXX
Professional Summary
Experience
Financial Consultant, 01/2015 to Present
Allstate Insurance Company - Technology Finance Northbrook, IL
  • Direct support of the VP of the Program Management Office (PMO) within Technology,  managing a $55M resource budget consisting of ~500 resources worldwide.
  • Complete extensive analysis and modeling to make recommendations to leadership on staffing needs.
  • Monthly reporting to the VP and her Director's on previous-month financials and variances to plan and forecast.  
  • Lead extensive forecasting exercises to accurately project future annual spend for the PMO.
Sr. Financial Analyst, 12/2013 to 12/2014
Allstate Insurance Company - Technology Finance Northbrook, Il
  • On asset management side, supported the $MM client and enterprise software budgets.  Role included financial analysis and monthly reporting to Director in Infrastructure Services within Technology.
  • Management of annual software renewals, including a $9M Microsoft subscription, $XX SAP renewal, and $XX Tibco.
  • Worked alongside Procurement to ensure Technology was getting the most cost effective deals on new software licensing agreements , while living into my clients' budgets.
  • Researched the actual use of annual software maintenance agreements to save Allstate ($400k) in 2014.
  • Nominated to the One Finance Networking Team by the Director of my department.  The committee brings together all Finance areas within Allstate (>600 people) to organize networking and career development events for employees across the enterprise.
Sr. Financial Analyst, 07/2013 to 12/2013
Allstate Insurance Company - Technology Finance Northbrook, Il
  • Worked on the PDO Team to analyze trends in timekeeping hours to drive cost savings and efficiencies across Technology.
  • Built reports in Excel to slice and analyze large sets of timekeeping data.  Leadership utilized these presentations to analyze the status of projects.
  • Creation of Operations Plans for XX
Intern , 08/2012 to 05/2013
Morgan Stanley Wealth Management Columbus, OH
  • Worked with the Robertson Wealth Management Group to assist in client retirement planning and portfolio allocation. 
  • Used Microsoft Excel, Access and PowerPoint to create presentations for clients to show current portfolio status. 
Intern, 08/2011 to 08/2012
NCA Financial Planners Cleveland, OH
  • Worked alongside a director in the management of client assets, including 401(k)s, 403(b)s and pensions.
  • Involvement in client conferences to develop long-term objectives regarding portfolio performance, estate planning and legal matters. 
Assistant Event Planner, 04/2008 to 08/2011
The Club at Hillbrook Chagrin Falls, OH
  • Coordinated with the Events Manager to organize vendors for large scale gatherings including weddings and corporate events.  
  • Frequent exposure to financial documents on Excel regarding budgets and cost options.
Education
Bachelor of Science: Finance, May 2013 The Ohio State University - Columbus, OH
Summer Study Abroad Business Program: Jul 2011 Audencia École de Nantes - Nantes, FR
Skills
  • Extensive use of Microsoft Excel and PowerPoint, as well as SAP reporting tools
  • Client interaction
  • Analysis of large sets of financial and situational data
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Resume Details

This is a real resume for a Financial Consultant in Chicago, Illinois with experience working for such companies as Allstate Insurance Company Technology Finance, Morgan Stanley Wealth Management, Nca Financial Planners. This is one of the hundreds of Financial Consultant resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Consultant resume.

Previous Companies:

  • Allstate Insurance Company Technology Finance
  • Morgan Stanley Wealth Management
  • NCA Financial Planners

Previous Job Positions:

  • Financial Consultant
  • Sr Financial Analyst
  • Intern
  • Assistant Event Planner

Schools:

  • The Ohio State University
  • Audencia École de Nantes

Level of Education:

  • Bachelor of Science
  • Summer Study Abroad Business Program

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