Seasonal Senior Consultant, CFO & Business Consulting

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2236113

Position Title:

External Description: Description & Requirements

The CFO & Business Consulting team transforms finance functions through innovative, tech-enabled strategies. From shared service enablement and business process outsourcing to financial close optimization, they help organizations streamline operations and tackle complex accounting challenges. By combining industry best practices with data-driven insights, the team drives process efficiency, enhances analytics, and supports sustainable growth through modernized financial operations.

What You Will Do:

• Support client engagements throughout the project life cycle, assisting with planning, execution, and delivery of solutions.
• Assist in preparing, reviewing, and managing loan and guarantee documentation in accordance with policies and procedures.
• Respond to client requests and inquiries promptly, ensuring high levels of accuracy and service.
• Use financial and bank systems to process transactions and support client operations.
• Conduct research and analysis to identify issues, perform root-cause analysis, and recommend solutions.
• Perform data quality assessments and contribute to process improvement initiatives.
• Assist with client onboarding and implementation, ensuring compliance with regulatory and legal requirements.
• Maintain knowledge of banking regulations, trade finance practices, and documentation standards (including Guarantees/SBLCs and related rules).
• Ensure accuracy and consistency in documentation, including KYC and legal agreements.
• Deliver high-quality work within established deadlines and support team members as needed.
• Build strong client relationships through effective communication and collaboration.
• Demonstrate attention to detail and organizational skills in all aspects of work.

Minimum Qualifications:

• 2+ years or more of relevant experience
• Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook

Preferred Qualifications:

• BA or BS in Accounting, Finance, Business, or a related field.
• Experience working with top US or international investment banks, either in consulting roles (Big 4/Big 4 equivalent) or directly within financial institutions.
• Hands-on experience with trade finance operations, including guarantees, SBLCs, and related documentation standards (UCP600, ISP98, URDG758).
• Working knowledge of capital markets products, operational processes, and banking regulations.

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Community / Marketing Title: Seasonal Senior Consultant, CFO & Business Consulting

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At Forvis Mazars Global Advisory (UK) Ltd., your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About Forvis Mazars UK

Forvis Mazars UK is a wholly owned indirect subsidiary of Forvis Mazars, LLP, a professional services firm which provides assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), Forvis Mazars is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 U.S. public accounting firms, Forvis Mazars has 5,500 dedicated professionals who serve clients across the globe. Forvis Mazars is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvismazars.us for additional information.

Forvis Mazars UK is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars UK’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• Forvis Mazars UK expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• Forvis Mazars UK further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars UK.
• Any resume or CV submitted to any employee of Forvis Mazars UK without having a Forvis Mazars UK vendor agreement in place will be considered the property of Forvis Mazars UK.