Senior Manager, CFO & Business Consulting

Forvis Mazars•Charlotte, NC

3d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree
7+ years of relevant experience in public accounting, consulting or industry

Nice To Haves

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

Responsibilities

Lead and oversee multiple complex value‑creation engagements for private equity clients, typically focused on accounting process improvement, close cycle time reduction, and enhanced financial and management reporting (e.g. FP&A) initiatives
Serve as a senior trusted advisor and executive-level point of contact, building strong client relationships and providing strategic insight across portfolio companies
Own overall engagement strategy and execution, guiding teams across multiple workstreams while ensuring alignment to the value‑creation objectives
Drive end-to-end transformation initiatives, including current-state assessments, gap analyses, and design of scalable future-state solutions across P2P, O2C, and C2R/R2R processes
Provide subject matter leadership across finance operations, including accounting, close optimization, working capital improvements, and technology-enabled process transformation
Liaison with other teams to evaluate, select, and oversee implementation of financial systems and tools (e.g., NetSuite, Dynamics, Sage), ensuring automation, scalability, and strong internal controls
Oversee financial reporting, accounting policy, and internal controls design, ensuring alignment with GAAP and private equity expectations
Guide development of financial models, forecasts, and KPIs, translating insights into actionable recommendations for executive stakeholders and investors
Review and provide oversight of month-end close transformations, including cash-to-accrual conversions and reporting standardization
Deliver executive-level presentations and board-ready materials, including performance insights, operational improvements, and transformation roadmaps
Ensure quality and consistency of all client deliverables, while establishing best practices, methodologies, and repeatable frameworks across engagements
Lead, mentor, and develop high-performing teams, providing coaching, performance feedback, and career development support
Drive business development efforts, including leading proposals, expanding existing client relationships, and identifying cross-selling opportunities across portfolio companies
Contribute to practice growth and strategy, including building intellectual capital, developing offerings, and enhancing delivery methodologies