Seasonal Senior Consultant, CFO & Business Consulting - Loan Ops
Posted Today by Forvis Mazars US
Negotiable
Undetermined
Undetermined
London, England, United Kingdom
Summary: The Seasonal Senior Consultant in the CFO & Business Consulting team focuses on transforming finance functions through innovative strategies, assisting clients with planning, execution, and delivery of financial solutions. The role involves managing documentation, responding to client inquiries, conducting research, and ensuring compliance with banking regulations. The consultant will also support client onboarding and process improvement initiatives while building strong client relationships. This position requires a detail-oriented individual with relevant experience in finance and banking operations.
Key Responsibilities:
- 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.
Key Skills:
- 2+ years or more of relevant experience.
- Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook.
- BA or BS in Accounting, Finance, Business, or a related field (preferred).
- 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.
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Description & Requirements
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