
As a Consulting Associate, you'll often explain findings to clients who aren't accountants. This tests your communication and client-service mindset.
Choose a real scenario, like a school project or org. Detail the specific steps you took to simplify: visuals, analogies, simplification. Emphasize the outcome of improved understanding.
Start by grounding your story in a real moment where the stakes mattered, even if it was a group project or an org event. Explain that your first move was to identify what your audience already knew, so you could meet them at their level instead of assuming shared jargon. Say plainly that you avoided technical terms altogether and instead leaned on one strong analogy, something from everyday life like a budget or a recipe, to anchor the concept. Walk through how you checked for understanding as you went, not just at the end, by asking them to repeat the idea back in their own words or to give you a quick example. Mention that you used a simple visual, like a flowchart or a one-page summary, and that you deliberately paused for questions after each section rather than dumping everything at once. In the Philippine context, acknowledge that clients often prefer a Taglish mix, so you matched their register while keeping your explanations crisp and free of filler words like ano or parang. Finish by stating the outcome: the client or teammate could explain it back correctly, and that confirmed your translation worked.
Avoid saying 'Actually, parang... basta ganun po' and using filler words like 'ano'. Don't dive into accounting terms; show you can translate.
Situation
As a student leader of our org, I had to present our budget report to members who had no accounting background. The report had many line items and variance analyses.
Task
I needed to make the financial data accessible and actionable for decisions on future events.
Action
I simplified the numbers by grouping expenses into three categories: food, logistics, and promotion. I used a pie chart and compared actuals vs. budget with simple bars. Instead of 'variances,' I said 'We overspent in this area by PHP 1,200.' I also prepared a short Q&A and welcomed questions.
Result
Members were able to discuss adjustments for the next event without confusion. The event budget was approved quickly, and one member said it was the first time she fully understood a financial report.
Relating numbers to clear categories and avoiding jargon makes data meaningful. Always check for understanding instead of assuming.
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