Consultant, CFO & Business Consulting - PE Value Creation

Description & RequirementsThe 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 DoSupport 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 improvementsTranslate value-creation objectives into actionable steps, leveraging strong knowledge of P2P, O2C, and C2R/R2R processes and identifying opportunities to enhance workflows through technologyEngage directly with clients, supporting communication, gathering requirements, and providing insights grounded in data and process analysisPerform financial and operational analyses, such as process diagnostics, KPI development, and Excel-based modeling to quantify improvement opportunitiesAssess and support optimization of financial systems (e.g., QuickBooks, NetSuite, Microsoft Dynamics, Sage) to improve automation, controls, and scalabilityReview and refine workstream deliverables to ensure accuracy, clarity, and alignment with client objectives and firm methodologiesContribute to practice development, including building tools, templates, and methodologies that enhance efficiency and delivery qualityAssist with business development efforts by supporting proposals, creating analyses for pitches, and identifying follow-on opportunities within portfolio companiesSupport the execution and enhancement of month-end close processes, including cash-to-accrual and GAAP conversions for newly acquired or transitioning entitiesAssist in building and standardizing financial reporting packages, including board-ready monthly reporting, KPIs, and forecasting toolsContribute to the development and refinement of financial forecasts, budgets, and long-range models in support of investment thesis executionPrepare management- and lender-focused reporting materials, including technology assessment summaries and future-state roadmaps, under the guidance of engagement leadershipPartner with client finance teams to help implement best practices related to policy adherence, workflow discipline, and cross-functional collaborationApply financial reporting and accounting policy knowledge to support the design and documentation of processes and internal controls Minimum QualificationsBachelor's degree 1+ year(s) of relevant experience in public accounting or industryProficiency in Microsoft Office SuitePreferred QualificationsMaster's degree in Accounting, Finance, or BusinessCPA LicensePrior consulting experienceExperience with ERP systems, , , , ,About Forvis Mazars, LLPForvis 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 OfferOur 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 NoticeForvis 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 TransparencyPursuant 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 RangeNY Minimum Salary (USD)$ 77,860NY Maximum Salary (USD)$ 122,100Illinois Wage TransparencyPursuant 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)$ 77860IL Maximum Salary (USD)$ 122100