Manager, PE Value Creation

Forvis Mazars•New York City, NY

4d•$111,690 - $175,200

About The Position

The Manager will be a key member of Forvis Mazars’ Private Equity Value Creation team, leading finance and accounting transformation engagements for private equity sponsors and middle-market portfolio companies. The role helps clients improve finance operating models, strengthen accounting processes, accelerate reporting, enhance working capital management, and build scalable infrastructure to support growth, acquisitions, and exit readiness. The position combines client delivery with business development support, thought leadership, team development, and practice building. The Manager leads finance and accounting assessments and transformation initiatives, evaluates current and future state operating models, and develops actionable roadmaps, business cases, implementation plans, and executive recommendations. The role also supports finance technology initiatives, post-acquisition integration, carve-outs, and exit readiness, while serving as the day-to-day engagement leader responsible for execution, quality, budget management, and client satisfaction. Forvis Mazars describes its workplace as one where relationships matter, learning fuels growth, and people feel valued and supported. It offers a flexible work environment and a total rewards program. The role is advertised in Charlotte, New York, Dallas, and Tysons. The listed salary range for New York and Virginia is $111,690–$175,200; compensation is based on experience, education, and skill set.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or a related field.
At least 5 years of experience in finance transformation, accounting advisory, consulting, or a related finance/accounting function.
Strong knowledge of finance and accounting processes, including R2R, O2C, P2P, close, reporting, and working capital.
Experience leading finance transformation, process improvement, or operating model initiatives.
Strong project management, analytical, and client-facing communication skills.

Nice To Haves

CPA, MBA, or other relevant professional certification.
Experience working with private equity sponsors and/or middle-market, PE-backed companies.
Experience with post-acquisition integration, carve-outs, or exit readiness.
Experience supporting ERP, EPM, or other finance technology implementations or optimizations.

Responsibilities

Lead finance and accounting assessments focused on scalability, reporting reliability, operational efficiency, and transaction readiness.
Manage transformation initiatives spanning Record-to-Report (R2R), Order-to-Cash (O2C), Procure-to-Pay (P2P), and controllership functions.
Evaluate current-state finance operating models and design future-state processes aligned with growth objectives.
Identify opportunities to improve close processes, working capital performance, controls, reporting, and finance organization effectiveness.
Lead workshop sessions with CFOs, Controllers, PE operating partners, and executive leadership teams.
Develop actionable roadmaps, business cases, implementation plans, and executive-level recommendations.
Support ERP, EPM, and finance technology initiatives, including process redesign and operational readiness.
Assist portfolio companies with post-acquisition integration, carve-out activities, and exit readiness initiatives.
Serve as day-to-day engagement leader responsible for project execution, quality, budget management, and client satisfaction.
Support business development, thought leadership, team development, and practice building.