Senior Manager, CFO & Business Consulting

FORVIS; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial consultancy in Greater London is seeking an experienced professional to manage client engagements and optimize processes. Responsibilities include overseeing documentation, compliance, and providing leadership to staff. Applicants should have a BA or BS in a relevant field and at least 7 years of experience, with proficiency in MS Office. This position promotes professional development and inclusivity while offering competitive rewards.

Benefits

Competitive total rewards

Professional development opportunities

Inclusive culture

Qualifications

• Minimum 7 years of relevant experience.
• Master's degree preferred.
• Professional certification in relevant field is a plus.

Responsibilities

• Lead client engagements ensuring deliverables meet expectations.
• Develop strategies for process optimization.
• Provide leadership and mentoring to staff.

Skills

Client engagement management

Risk-based solution implementation

Communication

Process optimization

Education

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

Tools

MS Office

Job description

Requisition Number2236112 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

• 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.

At Forvis Mazars Global Advisory (UK) Ltd., your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About Forvis Mazars UK

Forvis Mazars UK is a wholly owned indirect subsidiary of Forvis Mazars, LLP, a professional services firm which provides assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), Forvis Mazars is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. Ranked among the top 10 U.S. public accounting firms, Forvis Mazars has 5,500 dedicated professionals who serve clients across the globe. Forvis Mazars is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvismazars.us for additional information.

Forvis Mazars UK is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars UK’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.