Financial Services Consultant - CFO & Advisory

Description & Requirements

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

The newly combined 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 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.

Your New Career Challenge

Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals.

How you will contribute:

• Maintain and achieve high quality in work, client relations and team relations

• Maintain a working knowledge of business process optimization, financial reporting/management reporting, ERP implementations, and FP&A Analytics appropriate for the project

• Acquire the skills necessary to develop quality client relationships and loyalty

• Serve in more of a leadership role on client work as technical knowledge and experience grows

• 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

We are looking for people who have Forward Vision and:

• Demonstrated ability to develop lasting relationships with business clients

• Strong communication skills, both verbal and written

Minimum Qualifications:

• Bachelor's degree from an accredited college in an appropriate field

• 2 years or more of experience with a public accounting firm or equivalent industry experience

• Strong current knowledge of U.S. GAAP

Preferred Qualifications:

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

• Advanced Microsoft office suite expertise

• CPA or CPA eligible

• Consulting or industry experience

• ERP system experience preferred

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