Description & Requirements
The Senior 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.
What You Will Do:
The role combines client delivery, business development support, thought leadership, team development, and practice building.
- Lead complex finance and accounting transformation engagements, overseeing project execution, quality, financial performance, and client satisfaction.
- Serve as a trusted advisor to CFOs, Controllers, PE operating partners, and executive leadership, leading workshops and translating business priorities into actionable solutions.
- Lead assessments and transformation initiatives across Record-to-Report (R2R), Order-to-Cash (O2C), Procure-to-Pay (P2P), controllership, and broader finance operations.
- Evaluate current-state finance operating models and develop future-state processes, roadmaps, business cases, and executive-level recommendations aligned with growth objectives.
- Advise clients on close optimization, working capital, controls, reporting, finance organization effectiveness, and ERP/EPM-enabled transformation.
- Lead and develop engagement teams, providing coaching, oversight, and direction while building strong client relationships.
- Support portfolio companies through post-acquisition integration, carve-outs, finance transformation, and exit readiness initiatives.
- Drive business development efforts by identifying opportunities, expanding client relationships, contributing to proposals and pursuits, and helping build the practice and market presence.
Minimum Qualifications:
- Bachelor’s degree in Accounting, Finance, Business, or related field.
- 7+ years of experience in n finance transformation, accounting advisory, consulting, or a related finance/accounting function, including experience leading complex client engagements and project teams.
- Strong knowledge of finance and accounting processes, including R2R, O2C, P2P, close, reporting, and working capital.
- Demonstrated experience owning and leading finance transformation, process improvement, or operating model engagements from planning through execution and delivery.
- Experience managing engagement teams, project scope, timelines, deliverables, and client expectations across multiple workstreams.
- Ability to serve as a trusted advisor to senior client stakeholders, identify business needs, and translate those needs into practical solutions.
Preferred Qualifications:
- 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.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
