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For Companies At a Glance
- Tasks: Lead client projects, ensuring high-quality solutions and exceptional experiences.
- Company: Join a dynamic team transforming finance with innovative strategies.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: 4+ years of relevant experience and proficiency in MS Office required.
- Other info: Collaborative culture with opportunities to mentor and grow within the team.
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
- Lead and oversee client engagements throughout the full project life cycle, including scoping, planning, execution, and delivery of high-quality solutions.
- Manage the preparation, review, and approval of loan and guarantee documentation, ensuring accuracy and alignment with internal policies, regulatory standards, and risk expectations.
- Serve as a primary client contact, addressing inquiries promptly, providing strategic guidance, and ensuring an exceptional client experience.
- Oversee the use of financial and banking systems to support transaction processing and operational workflows, ensuring completeness and data integrity.
- Direct research and analytical efforts, identifying issues, conducting root-cause analysis, and driving the development and implementation of solutions.
- Lead data quality assessments and champion continuous process improvement initiatives across teams and workstreams.
- Oversee client onboarding and implementation, ensuring compliance with regulatory, legal, and operational requirements while mitigating risks.
- Maintain and apply advanced knowledge of banking regulations, trade finance practices, and documentation standards (including Guarantees/SBLCs), providing guidance to both clients and internal teams.
- Ensure accuracy, consistency, and compliance in all documentation, including KYC, legal agreements, and supporting materials.
- Drive timely, high-quality deliverables, managing workloads, deadlines, and team execution to meet project goals.
- Build and deepen client relationships, acting as a trusted advisor and fostering long-term partnership through effective communication and collaboration.
- Provide coaching, oversight, and quality review for junior team members, fostering strong analytical skills, attention to detail, and operational excellence across the team.
Minimum Qualifications
- 4+ 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 Lead Consultant, CFO & Business Consulting employer: Forvis Mazars
Contact Detail:
Forvis Mazars Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Seasonal Lead Consultant, CFO & Business Consulting
✨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. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its recent projects. Understand their approach to finance transformation and think of how your experience aligns with their needs. We want you to walk in feeling confident and ready to impress!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Be ready to discuss specific challenges you've faced in previous roles and how you tackled them. We love hearing about real-life examples that demonstrate your analytical prowess!
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to make it personal and memorable.
We think you need these skills to ace Seasonal Lead Consultant, CFO & Business Consulting
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Seasonal Lead Consultant. Highlight your relevant experience in finance and consulting, and don’t forget to showcase any specific skills that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the team. Mention your experience with client engagements and how you’ve tackled complex accounting challenges in the past.
Showcase Your Analytical Skills: Since the role involves a lot of data analysis and problem-solving, make sure to include examples of how you've successfully conducted root-cause analysis or driven process improvements in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar!
How to prepare for a job interview at Forvis Mazars
✨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 latest trends in financial operations. This will not only show your expertise but also demonstrate your commitment to the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in managing client engagements and leading projects. Be ready to discuss how you've tackled complex accounting challenges and improved processes. This will help you stand out as a candidate who can deliver high-quality solutions.
✨Client-Centric Mindset
Since this role involves being a primary client contact, think about how you can convey your ability to build and maintain strong client relationships. Share instances where you've provided strategic guidance or resolved client inquiries effectively. This will illustrate your capability to enhance the client experience.
✨Team Leadership Skills
Highlight your experience in coaching and overseeing junior team members. Discuss how you've fostered analytical skills and operational excellence within your teams. This will show that you're not just a leader in project execution but also in developing talent and driving continuous improvement.
