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Most Important Skills For A Consulting Manager At A Boutique Finance Consulting Firm

For a Consulting Manager at a boutique finance firm, communication and problem-solving are paramount, requiring the ability to "hone in on the outcome" of projects and "get on the same page as stakeholders." Success hinges on understanding client needs and delivering the required deliverables.

Communication, Problem-solving, Project Management, Stakeholder Management, Client Communication

Advizer Information

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Erin Lewis

Consulting Manager

Boutique Finance Consulting Firm

University of Florida 2013

University of Florida, Masters of Accounting

Accounting

Finance (Banking, Fintech, Investing)

Finance

Scholarship Recipient, Greek Life Member

Video Highlights

1. Effective communication is crucial for conveying project outcomes and aligning with stakeholders.

2. Problem-solving skills are essential for navigating project challenges and finding solutions.

3. Understanding client needs and deliverables is key to successful project execution.

Transcript

What skills are most important for a job like yours?

I would say the number one skill for this type of role is communication. I would say communication and problem-solving are probably the two biggest skills.

For communication, it's all about really honing in on what the outcome of a particular project or type of role needs to be. It's about getting on the same page as the stakeholders.

Stakeholders are essentially anyone who has a vested interest in how the project or problem gets solved. That's basically the people you're working with, the client. Understanding what they need – like X, Y, Z, what deliverables are needed at the end of a project – will help you in carving a path to get there.

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