Forvis Mazars US · 12 hours ago
Lead Consultant, CFO & Business Consulting - PE Value Creation
New York, NY
Full-time
Hybrid
Mid, Senior Level
$108K/yr - $179K/yr
4+ years expForvis Mazars US is a consulting firm specializing in private equity value creation. The Lead Consultant will oversee delivery of value-creation engagements for private equity clients, managing execution and ensuring financial and operational improvements.
AccountingConsultingFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's degree
4+ years of relevant experience in public accounting or industry
Advanced proficiency in Microsoft Office Suite
Preferred
Master's degree in Accounting, Finance, or Business
CPA License
Prior consulting experience
Experience with ERP systems
Benefits
Group health plan benefits
401(K)
Profit-sharing contributions
Flexible time off
Parental leave
Bonuses
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
5001-10000 employees
H1B Sponsorship
Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
T
Tom Watson
Chief Executive Officer
G
Gregory Shoemaker
Chief Technology Officer
Company data provided by crunchbase