Forvis Mazars US · 8 hours ago
Senior Consultant, CFO & Business Consulting - PE Value Creation
New York, NY
Full-time
Onsite
Mid, Senior Level
$86K/yr - $143K/yr
2+ years expForvis Mazars US is a firm that focuses on enhancing operational and financial performance for private equity clients. The Senior Consultant will support value-creation initiatives, managing workstreams to improve finance and accounting processes while engaging directly with clients to analyze data and implement best practices.
AccountingConsultingFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's degree
2+ year(s) of relevant experience in public accounting or industry
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