Lead Consultant - CFO & Business Advisory

FORVIS; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

FORVIS is seeking a Lead Consultant in CFO & Business Advisory for a remote role within their expanding team. The successful candidate will have at least 5 years in a consulting environment, managing client relationships and optimizing financial processes, with opportunities for leadership and development. This position offers a competitive salary and the chance to work with a diverse portfolio of financial service clients.

Qualifications

• Minimum of 5 years’ experience in advisory or consulting in financial services.
• Proficiency in MS Office tools.

Responsibilities

• Maintain high quality in work and client relations.
• Assist in execution of client engagements and project lifecycle.
• Lead training and mentoring efforts.

Skills

Business process optimization

Financial reporting

Client relationship management

Leadership

Education

BA or BS in Accounting, Finance, Business

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

Lead Consultant - CFO & Business Advisory

Pay Competitive

Location Remote

Employment type Full-Time

Job Description

Req#: 10877

Responsibilities

Ready to Accelerate Your Career? Join our rapidly expanding advisory team!

Our Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups.

Who Makes A Highly Successful Advisor?

We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused – they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations.

How you will Contribute:

• Maintain and achieve high quality in work, client relations and team engagement.
• Maintain a working knowledge of business process optimization, financial reporting/management reporting, ERP implementations, and FP&A Analytics appropriate for the project
• Assist in the execution of engagements focusing on operating model location, shared services, and location strategy.
• Actively build upon client relationship efforts to market and cross-sell the various services provided by the firm
• Acquire the skills necessary to develop quality client relationships and loyalty
• Assume the responsibility for staff work and ensure high quality of work is delivered within established deadlines
• Serve in more of a leadership role on client work as technical knowledge and experience grows
• Support any training and mentoring to staff and interns as necessary
• Perform other duties as assigned by the firm’s leadership
• Execute and help lead client engagement activities in all phases of project life cycle from start to end

Qualifications

Minimum Qualifications:

• Minimum of 5 years’ experience within an advisory or consulting environment, focusing within financial services.
• BA or BS in Accounting, Finance, Business or related field required
• Ability to travel 15%-20%
• Proficiency in MS Office: Word, Excel, Power Point and Outlook

Preferred Qualifications:

• Master’s Degree in Accounting, Finance, or Business.

New York Salary Minimum

New York Salary Maximum

About the company

Looking for tax, audit, and consulting services? FORVIS wants to earn your trust. Whatever your accounting needs, our professionals can help. See how today.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.