Senior Manager, Private Equity Value Creation - Accounting & Finance Transformation
Description & RequirementsThe 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 DoLead 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) initiativesServe as a senior trusted advisor and executive-level point of contact, building strong client relationships and providing strategic insight across portfolio companiesOwn overall engagement strategy and execution, guiding teams across multiple workstreams while ensuring alignment to the value-creation objectivesDrive end-to-end transformation initiatives, including current-state assessments, gap analyses, and design of scalable future-state solutions across P2P, O2C, and C2R/R2R processesProvide subject matter leadership across finance operations, including accounting, close optimization, working capital improvements, and technology-enabled process transformationLiaison 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 controlsOversee financial reporting, accounting policy, and internal controls design, ensuring alignment with GAAP and private equity expectationsGuide development of financial models, forecasts, and KPIs, translating insights into actionable recommendations for executive stakeholders and investorsReview and provide oversight of month-end close transformations, including cash-to-accrual conversions and reporting standardizationDeliver executive-level presentations and board-ready materials, including performance insights, operational improvements, and transformation roadmapsEnsure quality and consistency of all client deliverables, while establishing best practices, methodologies, and repeatable frameworks across engagementsLead, mentor, and develop high-performing teams, providing coaching, performance feedback, and career development supportDrive business development efforts, including leading proposals, expanding existing client relationships, and identifying cross-selling opportunities across portfolio companiesContribute to practice growth and strategy, including building intellectual capital, developing offerings, and enhancing delivery methodologiesMinimum QualificationsBachelor's degree7+ years of relevant experience in public accounting, consulting or industryPreferred QualificationsMaster's degree in Accounting, Finance, or BusinessCPA License or other relevant certificationPrior consulting experience with engagement and client leadership responsibilityExperience working with private equity clients and portfolio companiesUser engagement experience with ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP, Sage)Demonstrated success in assisting with business development and client expansion, , , , ,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)$ 149,300NY Maximum Salary (USD)$ 229,700Illinois 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)$ 149300IL Maximum Salary (USD)$ 229700