Seasonal Lead Consultant, CFO & Business Consulting

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.

• 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 work streams.
• 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.

• 4+ 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.
• 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 (UCP
  600, ISP
  98, URDG
  758).
• Working knowledge of capital markets products, operational processes, and banking regulations.

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise:
Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit (Use the "Apply for this Job" box below)..

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national…