Manager, PE Value Creation

Forvis Mazars US; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Forvis Mazars, LLP seeks a Manager to lead finance and accounting transformation engagements for private equity sponsors and middle-market portfolio companies. You will help clients improve operating models, strengthen accounting processes, and build scalable infrastructure to support growth and exit readiness.

The role combines client delivery, business development support, thought leadership, and practice building, with responsibility for project execution, quality, and client satisfaction.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 5+ years in finance transformation, accounting advisory, or consulting.
• Strong knowledge of R2R, O2C, P2P, close, reporting, and working capital.
• Proven experience leading transformation initiatives and project management.
• Strong client-facing communication and analytical skills.

Responsibilities

• Lead finance and accounting transformation engagements for PE sponsors and portfolio companies.
• Manage R2R, O2C, P2P, and controllership transformation initiatives.
• Develop roadmaps, business cases, and implementation plans.
• Lead workshops with CFOs, controllers, and PE executives.
• Ensure quality, budget management, and client satisfaction.

Skills

Finance transformation

Project management

Client communication

Analytical skills

Education

Bachelor’s in Accounting/Finance

CPA

MBA

Tools

ERP systems

EPM tools

Data analytics tools

Job description

Description & Requirements

The Manager will serve as a key member of the Private Equity Value Creation team, leading finance and accounting transformation engagements for private equity sponsors and middle market portfolio companies. This individual will help clients improve finance operating models, strengthen accounting processes, accelerate reporting, enhance working capital management, and build scalable infrastructure to support growth, acquisitions, and exit readiness.

Requirements

The Manager will serve as a key member of the Private Equity Value Creation team, leading finance and accounting transformation engagements for private equity sponsors and middle market portfolio companies. This individual will help clients improve finance operating models, strengthen accounting processes, accelerate reporting, enhance working capital management, and build scalable infrastructure to support growth, acquisitions, and exit readiness.

What You Will Do

The role combines client delivery, business development support, thought leadership, team development, and practice building.

• Lead finance and accounting assessments focused on scalability, reporting reliability, operational efficiency, and transaction readiness.
• Manage transformation initiatives spanning Record-to-Report (R2R), Order-to-Cash (O2C), Procure-to-Pay (P2P), and controllership functions.
• Evaluate current state finance operating models and design future state processes aligned to growth objectives.
• Identify opportunities to improve close processes, working capital performance, controls, reporting, and finance organization effectiveness.
• Lead workshop sessions with CFOs, Controllers, PE operating partners, and executive leadership teams.
• Develop actionable roadmaps, business cases, implementation plans, and executive-level recommendations.
• Support ERP, EPM, and finance technology initiatives, including process redesign and operational readiness.
• Assist portfolio companies with post-acquisition integration, carve-out activities, and exit readiness initiatives.
• Serve as day-to-day engagement leader responsible for project execution, quality, budget management, and client satisfaction.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 5+ years of experience in finance transformation, accounting advisory, consulting, or a related finance/accounting function.
• Strong knowledge of finance and accounting processes, including R2R, O2C, P2P, close, reporting, and working capital.
• Experience leading finance transformation, process improvement, or operating model initiatives.
• Strong project management, analytical, and client-facing communication skills.

Preferred Qualifications

• CPA, MBA, or other relevant professional certification.
• Experience working with private equity sponsors and/or middle-market, PE-backed companies.
• Experience with post-acquisition integration, carve-outs, or exit readiness.
• Experience supporting ERP, EPM, or other finance technology implementations or optimizations.

About

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. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers .

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. Know Your Rights

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.