AOS Operations – National Project Executive

TN United Kingdom; Motherwell; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an Operations Executive to enhance financial performance through technology and data-driven projects. This role involves working closely with a dedicated team to support process automation and improve client service. You will engage in various initiatives, including managing resource planning and testing technology solutions. The ideal candidate will possess strong analytical skills, effective communication abilities, and a collaborative mindset. Join a diverse and inclusive environment where your contributions will make a significant impact on operational efficiency and client satisfaction.

Qualifications

• Strong analytical and problem-solving skills are essential.
• Experience in data analysis and management information is preferred.

Responsibilities

• Support technology and data-driven projects to enhance client service.
• Collaborate with project teams for process improvements.
• Assist in managing resource planning and client experience initiatives.

Skills

Analytical Skills

Problem-Solving Skills

Effective Communication

Stakeholder Focus

Teamwork

Collaboration Skills

Data Analysis

Management Information

Tools

Excel

Job description

Our Background

Forvis Mazars is a leading global professional services network established on 1 June 2024, bringing together the previously known Mazars and FORVIS companies. We operate as an internationally integrated partnership across more than 100 countries and territories. Our team of over 40,000 professionals provides expertise and cultural understanding to assist clients of all sizes at every development stage. In the UK, Forvis Mazars has over 3,300 professionals across 14 offices.

Our Service Line

Our Accounting and Outsourcing Services (AOS) team supports clients who outsource parts or all of their finance functions, including transactional accounting, reporting, payroll, and compliance. We also advise on business performance, process digitalisation, and build enduring client relationships. Our team of over 300 professionals works across cloud accounting, payroll, financial reporting, business advisory, and company secretarial services.

Our Operations Department

The AOS Operations team provides operational support across five Business Units, focusing on improving financial performance through process automation, software implementation, and deployment.

Job Purpose

As an Operations Executive, you will work within a small team reporting to the AOS Operations Director. Your role involves supporting technology and data-driven projects to automate tasks, enhance client service, and improve financial performance. You will liaise with colleagues across client-facing roles and contribute to national projects aimed at process improvement and efficiency.

Role & Responsibilities

1. Ensure completion of annual reacceptance work, including due diligence, risk assessment, data management, engagement letters, and profitability reviews.
2. Collaborate with project teams to implement initiatives like a common document platform or redesign client onboarding programs.
3. Assist in managing resource planning by importing engagements into staff planning tools.
4. Support client experience initiatives by responding to surveys and identifying improvement opportunities.
5. Participate in testing technology solutions and process changes to enhance efficiency and quality.

Skills, Knowledge, and Experience

• Analytical with problem-solving skills
• Effective communicator, inquisitive, and stakeholder-focused
• Teamwork and collaboration skills
• Experience in data analysis and management information
• Experience in professional services or consulting is a plus

Additional core skills include:

• Proficiency in Excel
• Strong organisational abilities
• Influencing stakeholders effectively

Inclusion and Diversity

At Forvis Mazars, inclusion and diversity are fundamental values. We aim to reflect the diversity of our clients and communities and recruit based on skills, knowledge, qualifications, and experience, regardless of background or identity.