Finance Transformation Lead & Power BI Analytics

Forvis Mazars US; Charlotte (NC); On-site; USD 111,690 - 175,200; Full time

Job summary

Forvis Mazars, LLP seeks a senior finance transformation consultant to lead initiatives, standardize processes, and automate FP&A activities in a client-facing consulting role. You will produce actionable insights from data, build Power BI dashboards, and guide project delivery from planning to delivery with cross-functional teams.

The role emphasizes independent engagement management, industry knowledge, and collaboration to drive value for financial services clients and broaden firm

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of experience in accounting, finance transformation, finance process improvement, or finance advisory services.
• Knowledge of end-to-end finance and accounting processes, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R)
• Experience within or serving Financial Services organizations, including banking, capital markets, insurance, or related industries
• Experience within a consulting or professional services environment

Responsibilities

• Lead and support finance transformation initiatives, identifying and implementing opportunities for process improvement, standardization, and automation.
• Provide an independent perspective on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to address client challenges and opportunities.
• Conduct in-depth assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement.
• Transform complex data into actionable insights through interactive, user-friendly dashboards and reporting solutions utilizing Power BI.
• Manage all aspects of project delivery, including planning, budgeting, staffing, execution, client communications, and the successful delivery of project objectives.
• Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, and quality assurance.
• Contribute to business development and go-to-market initiatives by supporting proposal efforts, identifying opportunities within existing client relationships, and delivering exceptional client service.
• Manage, mentor, and develop team members by providing coaching, constructive feedback, and career development support while fostering a collaborative and inclusive team environment.

Skills

Finance transformation

Process improvement

Power BI

Project management

Client relations

Team coaching

Engagement management

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

SAP

Oracle

Microsoft Dynamics

Workday

Blackline

Trintech

Job description

Forvis Mazars, LLP seeks a senior finance transformation consultant to lead initiatives, standardize processes, and automate FP&A activities in a client-facing consulting role. You will produce actionable insights from data, build Power BI dashboards, and guide project delivery from planning to delivery with cross-functional teams.

The role emphasizes independent engagement management, industry knowledge, and collaboration to drive value for financial services clients and broaden firm