Manager, PE Value Creation

Forvis Mazars, LLP•New York, NY

22h•$111,690 - $175,200•Hybrid

About The Position

The Manager will serve as a key member of the Private Equity Value Creation team, leading finance and accounting transformation engagements for private equity sponsors and middle market portfolio companies. This individual will help 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 role combines client delivery, business development support, thought leadership, team development, and practice building.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or related field.
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 to 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.