Lead Consultant, CFO & Business Consulting - PE Value Creation

Company Profile:

Requisition Number: 2236364

Position Title:

External Description: Description & Requirements

The Private Equity Value Creation team accelerates operational and financial performance across 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.

What You Will Do:

• Lead end-to-end delivery of value-creation engagements for private equity clients, overseeing day-to-day execution, managing risks and dependencies, and ensuring outcomes drive measurable financial and operational improvements
• Serve as a primary point of contact for clients, managing expectations, facilitating clear communication, and providing trusted insight and guidance
• Independently lead multiple workstreams or full engagements, conducting process interviews, current-state assessments, gap analyses, and designing pragmatic, future-state solutions aligned to private equity priorities
• Translate strategic objectives into actionable workplans, applying deep expertise across procure-to-pay (P2P), order-to-cash (O2C), and close-to-report (C2R/R2R) processes, accounting operations, and technology-enabled workflow optimization
• Evaluate and optimize financial systems and tools (e.g., QuickBooks, NetSuite, Microsoft Dynamics, Sage) to enhance automation, controls, scalability, and data integrity across finance operations
• Leverage financial reporting and accounting policy expertise to design and implement practical processes and internal controls
• Support client finance teams in adopting best practices for policy adherence, workflow discipline, and cross-functional collaboration
• Oversee financial and operational analysis, including Excel-based modeling, KPI development, and value-capture assessments
• Develop and refine financial forecasts, budgets, and long-range models to support investment thesis execution and decision-making
• Execute and enhance month-end close processes, including cash-to-accrual and GAAP conversions for newly acquired or transitioning entities.
• Build and standardize financial reporting packages, including board-ready monthly reporting, KPIs, and forecasting tools
• Prepare and deliver management- and lender-focused reporting, including technology assessments, operating insights, and future-state roadmaps
• Ensure quality, accuracy, and consistency of all client deliverables, including process documentation, analyses, dashboards, recommendations, and operating models
• Develop and mentor team members through coaching, feedback, and technical guidance to strengthen consulting capabilities and subject-matter expertise
• Contribute to practice development by creating and refining methodologies, templates, diagnostics, and internal tools that improve delivery efficiency and consistency
• Support business development efforts by contributing to proposals, participating in client discussions, and identifying opportunities to expand services across portfolio companies

Minimum Qualifications:

• Bachelor's degree
• 4+ years of relevant experience in public accounting or industry
• Advanced proficiency in Microsoft Office Suite

Preferred Qualifications:

• Master's degree in Accounting, Finance, or Business
• CPA License
• Prior consulting experience
• Experience with ERP systems

#LI-ATL, #LI-OAK, #LI-CHI, #LI-CLTSP, #LI-NYC, #LI-DFW

#LI-CH2

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 107,600

NY Maximum Salary (USD)

$ 179,300

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 89600

IL Maximum Salary (USD)

$ 164400

City: Charlotte

State: North Carolina

Community / Marketing Title: Lead Consultant, CFO & Business Consulting - PE Value Creation

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

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, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, 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, gender identity, or other protected classifications.
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 unsolicited referrals and/or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.