Managing Director, CFO & Business

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2236158

Position Title:

External Description: Description & Requirements

The CFO & Business Consulting team transforms finance functions through innovative, tech-enabled strategies. From shared service enablement and business process outsourcing to financial close optimization, they help organizations streamline operations and tackle complex accounting challenges. By combining industry best practices with data-driven insights, the team drives process efficiency, enhances analytics, and supports sustainable growth through modernized financial operations.

What You Will Do:

• Provide executive oversight of a diverse portfolio of client engagements across Insurance, Banking, Financial Services, and Corporate sectors, ensuring strategic alignment, resource optimization, and delivery excellence throughout all phases of the project lifecycle.
• Scope, plan, and budget complex, multi-phase projects; oversee engagement progress, quality assurance of deliverables, and lead closing meetings with client management, serving as the primary point of contact for both the Partner and client.
• Champion the firm's consulting vision by shaping and executing growth strategies, driving service innovation, and leading market expansion initiatives.
• Lead high-impact business development efforts, cultivating C-suite relationships, identifying new market opportunities, and securing strategic engagements that support the firm's long-term goals.
• Oversee financial and operational performance of the consulting practice, including revenue growth, profitability, resource planning, and risk management, ensuring all work is delivered to the highest technical standards and in line with firm quality requirements.
• Serve as a trusted advisor to client executives and boards, delivering strategic insights on finance transformation, ERP modernization, and enterprise performance improvement.
• Lead and empower a team of Managers, Seniors, and Juniors across a portfolio of projects, fostering a high-performance culture through strategic coaching, proactive succession planning, and comprehensive leadership development.
• Build and develop strong working relationships with clients and senior stakeholders within the firm, ensuring prompt resolution of issues and long-term relationship health.
• Ensure all work is undertaken to budget, meets client KPIs, and complies with relevant regulatory requirements and firm policies.
• Represent the firm in the market, enhancing brand visibility through thought leadership, public speaking, industry engagement, and strategic partnerships.
• Drive cross-functional collaboration across service lines to deliver integrated solutions, maximize client value, and expand the firm's footprint within key accounts.
• Continuously evaluate market trends and emerging technologies, guiding the evolution of service offerings to maintain competitive advantage and relevance.
• Support senior management in the development of the practice by leveraging experience to identify and implement new initiatives, ideas, and processes.
• Act as a role model, developing and mentoring team members, and ensuring standards and procedures are maintained by the whole team.

Minimum Qualifications:

• 11+ year(s) of relevant experience in public accounting or industry
• Strong relevant technical expertise
• Previously held leadership role with direct responsibility for supervising and guiding team members
• Advanced proficiency in Microsoft Office Suite
• Strong knowledge of U.S. GAAP

Preferred Qualifications:

• Bachelor's degree in a relevant field from an accredited institution
• Master's degree
• Prior consulting experience

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At Forvis Mazars Global Advisory (UK) Ltd., your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About Forvis Mazars UK

Forvis Mazars UK is a wholly owned indirect subsidiary of Forvis Mazars, LLP, a professional services firm which provides assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), Forvis Mazars is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 U.S. public accounting firms, Forvis Mazars has 5,500 dedicated professionals who serve clients across the globe. Forvis Mazars is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvismazars.us for additional information.

Forvis Mazars UK is an equal opportunity/affirmative action employer. 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.

It is Forvis Mazars UK’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• Forvis Mazars UK expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• Forvis Mazars UK further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars UK.
• Any resume or CV submitted to any employee of Forvis Mazars UK without having a Forvis Mazars UK vendor agreement in place will be considered the property of Forvis Mazars UK.