Manager, CFO & Business Consulting

Forvis-Mazars; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Forvis Mazars, LLP is seeking a finance transformation professional with 5+ years of consulting or public accounting experience to lead client engagements focused on R2R, financial close, and reporting improvements. The role includes mentoring junior staff and supporting strong client relationships across projects.

The ideal candidate will drive process automation and ERP-enabled improvements, collaborating with stakeholders to optimize reporting efficiency and close cycles.

Qualifications

• Bachelor's degree in a related field.
• 5+ years of relevant experience in consulting, public accounting, finance transformation, accounting operations, or corporate finance.
• Experience with financial close, financial reporting, account reconciliations, or R2R processes.
• Experience with financial reporting, close automation, account reconciliation, or finance transformation technologies.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Apply knowledge of end-to-end finance processes including R2R, financial and management reporting, close optimization, ERP-enabled process improvement, and FP&A enhancements across client engagements.
• Lead portions of client engagements and collaborate with stakeholders to identify opportunities for process improvement, automation, and reporting efficiency.
• Support and lead engagement activities throughout the project lifecycle, from discovery and design through implementation and delivery.
• Take on increasing leadership responsibilities, including mentoring junior team members and supporting client relationship management.

Skills

Leadership

Communication

Problem-solving

Project management

Mentoring

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office Suite

Trintech Cadency

Job description

• Apply knowledge of end-to-end finance processes, including Record-to-Report (R2R), financial and management reporting, financial close optimization, ERP-enabled process improvement, and FP&A enhancements across client engagements.
• Lead portions of client engagements and collaborate with stakeholders to identify opportunities for process improvement, automation, and reporting efficiency.
• Support and lead engagement activities throughout the project lifecycle, from discovery and design through implementation and delivery.
• Take on increasing leadership responsibilities, including mentoring junior team members and supporting client relationship management.

Minimum Qualifications

• Bachelor's degree in a related field.
• 5+ years of relevant experience in consulting, public accounting, finance transformation, accounting operations, or corporate finance.
• Experience with financial close, financial reporting, account reconciliations, or Record-to-Report (R2R) processes.
• Experience with financial reporting, close automation, account reconciliation, or finance transformation technologies.
• Proficiency with Microsoft Office Suite.

Preferred Qualifications

• Master's degree in Accounting, Finance, Business, or a related field.
• Prior consulting experience.
• Working knowledge of Trintech Cadency.

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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.