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 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 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:

• Managing relationships with client-side stakeholders to facilitate project fulfillment
• Serving as a key client contact by planning, coordinating, and executing cross-functional risk management projects
• Exercising independent thinking skills by making decisions related to Finance and Accounting Transformation, Regulatory change, and Data Management.
• Driving and supporting a book of business that provides excellent, relevant services to the market
• Managing, developing, and mentoring direct reports with the goal of fostering their career development
• Managing all phases of the project life cycle, including the execution of deliverables, team communications, staffing requirements, job planning, and scheduling
• Staying up to date on developments regarding the market, changes in regulation, new technology, etc.
• Creating and developing Knowledge Share documentation on regulatory topics related to broker-dealers
• Leading multiple project teams simultaneously in order to deliver exceptional client service

We are looking for people who have Forward Vision and:

• Independent thinking skills by making decisions related to engagements to include dynamic problem solving, risk assessment, quality control, and data and information evaluation
• Highly Proficient verbal and written English communication skills; ability to communicate effectively
• Professional demeanor toward duties and responsibilities, particularly with regard to independence, professional ethics, and the exercise of professional judgment
• Must be reliable and able to meet deadlines
• Strong organizational and time management skills

Minimum Qualifications:

• 5 years or more of experience in relevant roles within the Financial Services sector, focusing on US banks or FBOs, broker-dealers, lending operations, or data life cycle
• BA or BS in Accounting, Finance, Business, or a related field
• Operational knowledge of swaps accounting and processing
• Understanding of SEA Rule 15c3-3 Customer Reserve and 15c3-1 Net Capital
• Understanding and ability to apply knowledge of FINRA Rule 4210 Margin
• Understanding of CFTC Secured and Segregation Computations
• Experience leading a group for a clearing broker-dealer
• Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook

Preferred Qualifications:

• Master's Degree in a related field
• 2 years or more of professional-level project management experience
• 6 years or more of advisory or consulting experience
• Ability to travel
• Prior experience managing multiple teams of 2 or more full-time employees
• Knowledge of SWAPs Processing and Accounting
• Proficiency in AxiomSL and Broadridge