Manager, CFO & Business Consulting - PE Value Creation

Private Equity Value Creation Team Member

The Private Equity Value Creation team accelerates operational and financial performance across Private Equity-held portfolio companies through targeted, execution-focused transformation. From optimizing accounting processes to enhancing the use of financial systems and data, the team helps companies scale efficiently and unlock measurable value. By combining deep finance operations expertise with technology-enabled solutions and hands-on implementation, the group improves cash flow, strengthens controls, and drives sustainable profitability-delivering results aligned to each value-creation thesis.

What You Will Do:

• Manage and support multiple value-creation engagements for private equity clients, focused on accounting process improvement, close cycle time reduction, and enhanced financial and management reporting initiatives
• Serve as a trusted advisor to client stakeholders, building strong working relationships and helping drive successful project outcomes across portfolio companies
• Lead day-to-day engagement execution, coordinating project work streams and ensuring alignment with client objectives and timelines
• Conduct current-state assessments, gap analyses, and support the design and implementation of future-state solutions across P2P, O2C, and C2R/R2R processes
• Provide subject matter expertise across finance operations, including accounting processes, close optimization, reporting enhancements, and process improvement initiatives
• Collaborate with cross-functional teams to evaluate and implement financial systems and tools (e.g., Net Suite, Dynamics, Sage), supporting automation and scalability efforts
• Assist clients with financial reporting process improvements, accounting policy considerations, and internal control enhancements
• Develop financial models, forecasts, KPIs, and management reporting solutions that provide actionable insights to leadership teams
• Support month-end close transformation initiatives, including process standardization, reporting improvements, and cash-to-accrual conversions
• Prepare and deliver client presentations, project updates, and recommendations to management teams and key stakeholders
• Ensure high-quality client deliverables and adherence to established methodologies, standards, and best practices
• Mentor and develop consultants and senior consultants through coaching, feedback, and day-to-day leadership
• Support business development activities, including proposal development, client relationship management, and identification of additional service opportunities
• Contribute to practice growth through development of tools, templates, methodologies, and thought leadership

Minimum Qualifications:

• Bachelor's degree
• 5+ years of relevant experience in public accounting, consulting or industry

Preferred Qualifications:

• Master's degree in Accounting, Finance, or Business
• CPA License or other relevant certification
• Experience working with private equity clients and portfolio companies
• User engagement experience with ERP systems (e.g., Net Suite, Microsoft Dynamics, SAP, Sage)
• Demonstrated success in assisting with business development and client expansion

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. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise:
Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made…