Senior Consultant, CFO & Business Consulting

Forvis Mazars•Charlotte, NC

About The Position

The Senior Consultant, CFO & Business Consulting supports finance transformation and accounting advisory initiatives, helping clients improve, standardize, and automate finance and accounting processes. The role assesses processes such as financial close, reporting, reconciliations, and internal controls; applies accounting knowledge to finance, reporting, and operational challenges; and supports the design and implementation of improved processes, controls, and technology solutions. The Senior Consultant analyzes financial and operational data and helps turn findings into actionable recommendations. The role also supports project delivery through workplan execution, documentation, client communications, and preparation of client deliverables.

Requirements

Bachelor’s or Master’s degree in Accounting or a related field with significant accounting coursework.
At least 2 years of experience in accounting, audit, accounting advisory, finance transformation, or related finance and accounting work.
Understanding of core accounting and finance processes, such as financial close, financial reporting, reconciliations, internal controls, and/or Record-to-Report (R2R).
Professional services experience, such as public accounting, audit, accounting advisory, consulting, or similar client-facing work.
Experience managing multiple priorities and contributing to projects or client engagements.

Nice To Haves

CPA or progress toward CPA certification.
Experience with finance transformation, accounting process improvement, or accounting systems implementation.

Responsibilities

Support finance transformation and accounting advisory initiatives, identifying opportunities for process improvement, standardization, and automation.
Assess finance and accounting processes, including close, reporting, reconciliations, internal controls, and other key accounting activities, to identify inefficiencies and opportunities for improvement.
Apply a strong accounting foundation to help clients address finance, accounting, reporting, and operational challenges.
Support the design and implementation of improved finance and accounting processes, controls, and technology solutions.
Analyze financial and operational data and help translate findings into actionable insights and recommendations.
Support project delivery activities, including workplan execution, documentation, client communications, and development of client deliverables.