Senior Consultant, CFO & Business Consulting - PE Value Creation

Company Profile:

Requisition Number: 2236363

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 fund's value-creation thesis.

What You Will Do:

• Support delivery of value-creation initiatives for private equity clients by managing day-to-day workstream execution and ensuring high-quality deliverables that drive finance and accounting process improvements
• Translate value-creation objectives into actionable steps, leveraging strong knowledge of P2P, O2C, and C2R/R2R processes and identifying opportunities to enhance workflows through technology
• Engage directly with clients, supporting communication, gathering requirements, and providing insights grounded in data and process analysis
• Perform financial and operational analyses, such as process diagnostics, KPI development, and Excel-based modeling to quantify improvement opportunities
• Assess and support optimization of financial systems (e.g., QuickBooks, NetSuite, Microsoft Dynamics, Sage) to improve automation, controls, and scalability
• Review and refine workstream deliverables to ensure accuracy, clarity, and alignment with client objectives and firm methodologies
• Contribute to practice development, including building tools, templates, and methodologies that enhance efficiency and delivery quality
• Assist with business development efforts by supporting proposals, creating analyses for pitches, and identifying follow-on opportunities within portfolio companies
• Support the execution and enhancement of month-end close processes, including cash-to-accrual and GAAP conversions for newly acquired or transitioning entities
• Assist in building and standardizing financial reporting packages, including board-ready monthly reporting, KPIs, and forecasting tools
• Contribute to the development and refinement of financial forecasts, budgets, and long-range models in support of investment thesis execution
• Prepare management- and lender-focused reporting materials, including technology assessment summaries and future-state roadmaps, under the guidance of engagement leadership
• Partner with client finance teams to help implement best practices related to policy adherence, workflow discipline, and cross-functional collaboration
• Apply financial reporting and accounting policy knowledge to support the design and documentation of processes and internal controls

Minimum Qualifications:

• Bachelor's degree
• 2+ year(s) of relevant experience in public accounting or industry
• Proficiency in Microsoft Office Suite

Preferred Qualifications:

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

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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)

$ 85,600

NY Maximum Salary (USD)

$ 142,600

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)

$ 71300

IL Maximum Salary (USD)

$ 130800

City: Charlotte

State: North Carolina

Community / Marketing Title: Senior 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.