Director, CFO & Business Advisory

Company Profile:

At FORVIS, 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 several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2022-9669

Position Title:

External Description: Responsibilities

How you will contribute:

• Serving as a key client contact by planning, coordinating, and executing cross-functional and large-scale data management engagements related to Data Governance, Data Quality, Data Analytics, Reporting, Data Architecture, etc.
• Using your proven ability to drive and support go to market activities and manage a book of business that provides excellent and relevant services to the market
• Recruiting, training, developing, and leading professionals

• Being r esponsible for all phases of the engagement including scoping, budgeting, execution of project deliverables, communications with the project team and client, staffing requirements, job planning, and scheduling
• Managing the relationship with client contacts and project team members to facilitate project fulfillment
• Exercising independent thinking skills by making decisions related to engagements including dynamic problem solving, strategy, risk assessment, quality control, etc.
• L eading multiple project teams as well as the managing the performance and promotion of staff
• Serving as a key member in practice leadership across all Service Lines

We are looking for people who have Forward Vision and:

• Highly proficient verbal and written English communication skills; ability to communicate effectively with teams and executive leadership both internally and client-related

• Professional demeanor towards duties and responsibilities, particularly regarding independence, professional ethics, and the exercise of professional judgment
• Must be reliable and able to meet deadlines
• Strong organizational, time management, and interpersonal skills

Qualifications

Minimum Qualifications:

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

• 12 years or more of consulting or project leadership experience related to various regulations and data management requirements
• Willingness and ability to travel as needed
• Thorough working knowledge of MS Office: Word, Excel, PowerPoint, and Outlook
• Knowledge of various Data Governance and Analytical tools required (e.g., Informatica (Axon, IDQ), Information Analyzer, Collibra, Tableau, Python, Power BI, Alteryx, etc.

Preferred Qualifications:

• Master's Degree and data certification (e.g., CDMP)
• 12 years or more of professional-level project management experience

• Knowledge of data management requirements and expectations within Financial Services
• Proven track record of business development targets achieved
• Other relevant certifications (CPA, PMP, FRM, CFE, CFA)
• Knowledge of Database Software Systems (e.g., SQL, Microsoft Access, CRM)

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Community / Marketing Title: Director, CFO & Business Advisory

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At FORVIS, 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 FORVIS 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

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS 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 forvis.com for additional information.

FORVIS, LLP 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's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.