Finance Transformation Leader & Strategy Advisor

Forvis Mazars US; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Forvis Mazars US seeks a seasoned finance transformation leader to drive process improvements and standardization across finance functions. You will translate data into actionable insights using Power BI, oversee engagements, and mentor a delivery team while maintaining strong client relationships.

The role requires deep experience in P2P, O2C, and R2R processes within a consulting environment, with a focus on delivering high-impact outcomes and a collaborative, inclusive culture.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ 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 organizations across a variety of industries, including 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 and implementing opportunities for process improvement, standardization, automation, and sustainable change.
• Provide strategic perspectives on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to help clients address key challenges and opportunities.
• Conduct and oversee assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement and value creation.
• Translate complex data into actionable insights through the development of interactive dashboards, reporting solutions, and analytics utilizing Power BI.
• Manage all aspects of engagement delivery, including planning, budgeting, staffing, execution, client communications, and the successful achievement of project objectives.
• Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, quality assurance, and stakeholder management.
• Support business development and go-to-market initiatives through proposal development, relationship management, identification of opportunities within existing client accounts, and delivery of exceptional client service.
• Lead, mentor, and develop team members by providing coaching, constructive feedback, performance management, and career development support while fostering a collaborative and inclusive team environment.

Skills

Finance transformation

Power BI

Engagement management

Team leadership

Client relationship

Process improvement

Education

Bachelor’s degree in Accounting/Finance

CPA Certification

Tools

SAP

Oracle

Microsoft Dynamics

Workday

Blackline

Trintech

Job description

Forvis Mazars US seeks a seasoned finance transformation leader to drive process improvements and standardization across finance functions. You will translate data into actionable insights using Power BI, oversee engagements, and mentor a delivery team while maintaining strong client relationships.

The role requires deep experience in P2P, O2C, and R2R processes within a consulting environment, with a focus on delivering high-impact outcomes and a collaborative, inclusive culture.