Description & Requirements

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.

What You Will Do:

• 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

Minimum Qualifications:

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

Preferred Qualifications:

• 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

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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.

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.

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)

$ 149,300

NY Maximum Salary (USD)

$ 229,700

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)

$ 149300

IL Maximum Salary (USD)

$ 229700