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For Companies At a Glance
- Tasks: Support client projects, manage loan documentation, and enhance financial operations.
- Company: Join a leading consulting team transforming finance with innovative strategies.
- Benefits: Gain valuable experience, competitive pay, and opportunities for professional growth.
- Why this job: Make an impact in finance while developing your skills in a dynamic environment.
- Qualifications: 2+ years of relevant experience and proficiency in MS Office required.
- Other info: Collaborate with top professionals and build strong client relationships.
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
- 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.
Seasonal Senior 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 Senior Consultant, CFO & Business Consulting - Loan Ops
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and consulting sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their recent projects and challenges in the finance sector. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online platforms. Focus on articulating your experience with loan operations and financial processes clearly and confidently. The more you practice, the more comfortable you'll feel during the real deal.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the position and keeps you on their radar. And remember, check out our website for more opportunities!
We think you need these skills to ace Seasonal Senior Consultant, CFO & Business Consulting - Loan Ops
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Seasonal Senior Consultant. Highlight your relevant experience in finance and consulting, especially any work with loan operations or trade finance. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit for our team. Don’t forget to mention any specific experiences that relate to the job description.
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 demonstrate strong organisational skills right from the start, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
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 not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to the responsibilities of a Senior Consultant. Highlight any experience you have with client engagements, loan documentation, or process improvement initiatives. Use specific examples to illustrate your skills and achievements.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with insightful questions about the company’s approach to financial operations and client engagement. This shows that you’re engaged and eager to understand how you can contribute to their success.
✨Demonstrate Team Spirit
Since this role involves collaboration, be ready to discuss how you've worked effectively in teams before. Share examples of how you’ve supported colleagues or built strong client relationships, as this will highlight your ability to work well within the CFO & Business Consulting team.
