Audit | Managing Consultant | Banking

Multiple Locations: Tulsa, OK, USA • Oklahoma City, OK, USA

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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: 2233062

Position Title:

External Description: Description & Requirements

You will have the opportunity to work with multiple clients and lead high-performing teams to execute consulting projects for clients in the Financial Services industry (primarily community banks). The position will require working in a team environment to achieve a common goal and build relationships with fellow team members and clients. The common areas of consulting for this position include internal audit, regulatory compliance, and overall problem-solving.

This position offers an excellent opportunity for candidates who possess strong attention to detail, sensitivity to deadlines, and leadership and management capabilities. Dedication to client service is essential, including consistent positive interactions with clients and demonstrating effective communication and people skills. The successful candidate will be an independent worker with excellent project management and time management skills.

How you will contribute:

  • Providing clients with subject matter expertise in the areas of internal audit, compliance, and accounting
  • Overall project management, including planning, supervising, and executing consulting projects in the financial services industry
  • Performing root cause analysis related to project findings and drafting formal deliverables for client management summarizing project findings and recommendations
  • Managing engagement fundamentals (e.g., realization, utilization, leverage)
  • Collaborating with clients and key stakeholders to understand business strategy and objectives, operational issues, and challenges, and deliver solutions that optimize operations
  • Building, maintaining, and collaborating with an array of client stakeholders, from c-level executives to front-line supervisors, in understanding operational areas and identifying areas for improvement
  • Communicating frequently with clients and key stakeholders, ensuring that appropriate parties remain informed and involved in project developments
  • Developing a network of clients and industry resources and deploying marketing techniques to contribute to the growth of the Financial Services team

We are looking for people who have Forward Vision and:

  • The ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions Ability to manage and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon deadlines
  • The ability to professionally write and communicate deliverables including but not limited to client meetings, internal meetings, and projects
  • Advanced computer skills and ability to learn new software related to the accounting function of an organization High attention to detail as well as the ability to demonstrate strong analytical skills
  • Ability to complete occasional travel
  • Willingness to embrace lifelong learning and continually look for opportunities to bring value, grow within your areas of expertise and share your passion for the Financial Services industry

Minimum Qualifications:

  • Bachelor's or master's degree in accounting or another related field
  • 2 years of experience in consulting, public accounting, or at a financial institution Proficiency in Microsoft Office Suite, specifically Excel and Word

Preferred Qualifications:

  • CFSA, CRCM, CAFP, CAMS, CPA, AAP, APRP, and/or CIA a plus
  • Knowledge of, and experience working with, federal banking regulations

#LI-OKC, #LI-TULSA

#LI-KH3

Los Angeles County and City Fair Chance Ordinance", Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act."

City: Tulsa

State: Oklahoma

Community / Marketing Title: Audit | Managing Consultant | Banking

Location_formattedLocationLong: Tulsa, Oklahoma US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, 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, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP 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, LLP 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, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.

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