Seasonal Consultant, CFO & Business Consulting - Loan Ops

Forvis Mazars; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading consulting firm in the United Kingdom is seeking a professional to join its CFO & Business Consulting team. The role involves supporting client engagements, managing loan and guarantee documentation, and conducting financial analysis. Candidates should have at least 1 year of relevant experience, a BA/BS in Accounting or Finance, and hands-on trade finance operations knowledge. This position not only demands excellent communication skills but also requires strong attention to detail and organizational abilities.

Qualifications

• 1+ years of relevant experience, ideally in consulting or financial institutions.
• Hands-on experience with trade finance operations and related documentation standards.
• Working knowledge of capital markets products and banking regulations.

Responsibilities

• Support client engagements throughout the project lifecycle.
• Assist in managing loan and guarantee documentation.
• Respond to client requests and inquiries promptly.
• Conduct research and analysis for root-cause identification.
• Perform data quality assessments and support process improvement.

Skills

Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook

Attention to detail

Client relationship building

Organizational skills

Education

BA or BS in Accounting, Finance, Business, or related field

Job description

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:

• Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook.

Preferred Qualifications:

• 1+ years or more of relevant experience.
• 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.