Finance Transformation Lead - Strategy, Data & Delivery

Forvis Mazars US; Charlotte (NC); On-site; USD 112,000 - 175,000; Full time

Job summary

Forvis Mazars LLP in Charlotte, NC is seeking a senior finance transformation professional to lead and support initiatives across P2P, O2C and R2R processes. You will turn complex data into actionable dashboards using Power BI and guide project delivery from planning to client communications and outcomes.

Ideal candidates have 5+ years in accounting or finance transformation, experience across multiple industries, and a consulting background.

Qualifications

• Bachelor's degree in Accounting, Finance, or 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 (P2P, O2C, R2R).
• Experience within or serving organizations across Manufacturing, Financial Services, Banking, Capital Markets, Insurance, or related industries.
• Experience within a consulting or professional services environment.

Responsibilities

• Lead and support finance transformation initiatives, identifying 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

Project management

Client communications

Team leadership

Solution development

Education

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

Tools

Power BI

ERP systems (SAP, Oracle, MS Dynamics, Workday)

Blackline

Trintech

Job description

Forvis Mazars LLP in Charlotte, NC is seeking a senior finance transformation professional to lead and support initiatives across P2P, O2C and R2R processes. You will turn complex data into actionable dashboards using Power BI and guide project delivery from planning to client communications and outcomes.

Ideal candidates have 5+ years in accounting or finance transformation, experience across multiple industries, and a consulting background.