Forvis Mazars

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