Seasonal Consultant, CFO & Business Consulting - Loan Ops

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.

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.

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.