Finance Transformation Leader | Strategy, Delivery & Data

Forvis Mazars US; New York (NY); On-site; USD 112,000 - 175,000; Full time

Job summary

Forvis Mazars, LLP is seeking a senior finance transformation professional in New York to lead and deliver large-scale engagements. You will drive process improvements, standardization, and automation while providing independent insights into finance organizations and leveraging trends and best practices.

The role entails managing projects, guiding teams, and collaborating with clients to deliver measurable results, dashboards, and compelling reporting using Power BI in a fast-paced consulting

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 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, 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

Stakeholder management

Project leadership

Data storytelling

Education

Bachelor's degree in Accounting/Finance

Tools

Power BI

ERP systems (SAP/Oracle/Dynamics/Workday)

Job description

Forvis Mazars, LLP is seeking a senior finance transformation professional in New York to lead and deliver large-scale engagements. You will drive process improvements, standardization, and automation while providing independent insights into finance organizations and leveraging trends and best practices.

The role entails managing projects, guiding teams, and collaborating with clients to deliver measurable results, dashboards, and compelling reporting using Power BI in a fast-paced consulting