Senior Manager, CFO

2 weeks ago

Greater London, United Kingdom Forvis Mazars US Full time

Senior Manager, CFO & Business Consulting Join to apply for the Senior Manager, CFO & Business Consulting role at Forvis Mazars US 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, we help organizations streamline operations and tackle complex accounting challenges. By combining industry best practices with data‑driven insights, we drive process efficiency, enhance analytics, and support sustainable growth through modernized financial operations. What You Will Do Lead client engagements across all phases of the project life cycle, ensuring deliverables meet client expectations and regulatory standards. Oversee client onboarding, documentation, and implementation processes, ensuring compliance with internal policies, legal, and regulatory requirements. Manage and prioritize complex client requests, inquiries, and cases, for timely and accurate resolution. Direct the preparation, review, and management of loan and guarantee documentation. Analyze and implement risk‑based solutions relating to consumer‑based regulations and operational gaps. Guide teams in performing root‑cause analysis, data quality assessments, and recommending improvements. Develop and execute strategies for process optimization, including new policies, procedures, and performance improvement initiatives. Maintain strong working knowledge of banking laws, trade finance practices, and documentation standards (including Guarantees/SBLCs and related rules such as UCP600, ISP98, URDG758). Ensure consistency and accuracy in documentation, including KYC and legal agreements, and oversee the elimination of documentation deficiencies. Provide leadership, training, and mentoring to staff, fostering professional development and high‑quality work. Build and maintain strong client relationships through effective communication and service delivery. Collaborate with cross‑functional teams, including legal, credit, and operations, to support client needs and organizational goals. Minimum Qualifications BA or BS in Accounting, Finance, Business, or a related field. 7 years or more of relevant experience. Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook. Preferred Qualifications Master's degree in Accounting, Finance, Business, or a related field. Significant experience in regulatory compliance, bank operations, and documentation management, including prior roles in Bank Compliance, Compliance Audit, or as a former Bank Regulator. Advanced expertise in trade finance, loan operations, and guarantee documentation (UCP600, ISP98, URDG758). Relevant professional certification (e.g., CAMS, CIA, CISA, ACCA, or similar). Proven ability to mentor and develop staff, ensuring high‑quality deliverables and professional growth. Seniority level Not Applicable Employment type Full‑time Job function Finance and Sales Industries Professional Services #J-18808-Ljbffr

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