Senior Manager, CFO & Business Consulting – Finance Transformation

Senior Manager, CFO & Business Consulting – Finance Transformation

Posting Title

Senior Manager, CFO & Business Consulting – Finance Transformation

#

2237067

Date Published

Friday, July 17, 2026

City

New York

State

New York

Country

United States

Job Category

Advertised Location

US-NC-Charlotte, US-NY-New York

Working time

Full Time

What You Will Do:

• Lead and support finance transformation initiatives, identifying and implementing opportunities for process improvement, standardization, automation, and sustainable change.
• Provide strategic perspectives on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to help clients address key challenges and opportunities.
• Conduct and oversee assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement and value creation.
• Translate complex data into actionable insights through the development of interactive dashboards, reporting solutions, and analytics utilizing Power BI.
• Manage all aspects of engagement delivery, including planning, budgeting, staffing, execution, client communications, and the successful achievement of project objectives.
• Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, quality assurance, and stakeholder management.
• Support business development and go-to-market initiatives through proposal development, relationship management, identification of opportunities within existing client accounts, and delivery of exceptional client service.
• Lead, mentor, and develop team members by providing coaching, constructive feedback, performance management, and career development support while fostering a collaborative and inclusive team environment.

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ years of experience in accounting, finance transformation, finance process improvement, or finance advisory services.
• Knowledge of end-to-end finance and accounting processes, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R)
• Experience with in or serving Financial Services organizations, including banking, capital markets, insurance, or related industries
• Experience with in a consulting or professional services environment

• CPA Certification
• Experience with ERP platforms such as SAP, Oracle, Microsoft Dynamics, Workday, or similar financial systems.
• Experience with R2R platforms such as Blackline and Trintech

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

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