Senior Consultant, CFO & Business Consulting

Forvis Mazars • Charlotte, NC

5d

About The Position

The Senior Consultant, CFO & Business Consulting supports finance transformation and accounting advisory initiatives for clients. The role applies a strong accounting foundation to address finance, accounting, reporting, and operational challenges, and helps identify opportunities to improve, standardize, and automate processes.

The Senior Consultant assesses finance and accounting activities—including close, reporting, reconciliations, and internal controls—and supports the design and implementation of improved processes, controls, and technology solutions. The role analyzes financial and operational data, translates findings into actionable recommendations, and contributes to 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 certification 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 improvement opportunities.
• Apply accounting knowledge 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, including workplan execution, documentation, client communications, and development of client deliverables.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior