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For Companies At a Glance
- Tasks: Support clients with innovative financial solutions and streamline operations.
- Company: Join a dynamic team transforming finance functions with tech-driven strategies.
- Benefits: Gain valuable experience, develop skills, and work in a collaborative environment.
- Why this job: Make an impact in finance while learning from industry experts.
- Qualifications: Proficiency in MS Office and a background in finance or business.
- Other info: Opportunity to build strong client relationships and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
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
- Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook.
Preferred Qualifications
- 1+ years or more of relevant experience.
- 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.
Seasonal Consultant, CFO & Business Consulting - Loan Ops employer: Forvis Mazars US
Contact Detail:
Forvis Mazars US Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Seasonal Consultant, CFO & Business Consulting - Loan Ops
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and consulting sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show up with insightful questions that demonstrate your interest in their operations. Tailor your responses to highlight how your skills align with their needs, especially in loan operations and financial consulting.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. We can’t stress enough how important it is to articulate your experience clearly, especially when discussing complex topics like trade finance and documentation standards.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to reinforce your interest and remind them why you’re the right fit for the role.
We think you need these skills to ace Seasonal Consultant, CFO & Business Consulting - Loan Ops
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Seasonal Consultant. Highlight any relevant experience in finance, consulting, or loan operations. We want to see how your skills align with what we do at StudySmarter!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the CFO & Business Consulting team and how you can contribute to our mission. Keep it engaging and personal – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the quality we strive for at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Forvis Mazars US
✨Know Your Stuff
Make sure you brush up on your knowledge of banking regulations and trade finance practices. Familiarise yourself with documentation standards like guarantees and SBLCs, as well as the relevant rules. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with data analysis and problem-solving. Think of specific examples where you've conducted root-cause analysis or contributed to process improvements. This will demonstrate your ability to tackle complex accounting challenges effectively.
✨Communication is Key
Since building strong client relationships is crucial, practice articulating your thoughts clearly and confidently. Prepare for questions about how you've handled client inquiries in the past and be ready to showcase your collaboration skills with team members.
✨Attention to Detail Matters
Highlight your organisational skills and attention to detail during the interview. Bring examples of how you've ensured accuracy in documentation and compliance with policies. This will reassure them that you can deliver high-quality work within established deadlines.
