PE Finance Transformation Manager

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

Job summary

Forvis Mazars, LLP, in Tysons, VA, seeks a Manager to lead finance and accounting transformation engagements for private equity sponsors and portfolio companies. You will shape scalable operating models, strengthen processes, and accelerate reporting to support growth, acquisitions, and exit readiness.

You will guide R2R, O2C, P2P and controllership workstreams, run workshops with CFOs and PE teams, develop roadmaps, and oversee ERP/EPM initiatives to ensure delivery, value, and client

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 ability to lead transformative initiatives and manage projects.
• Strong client-facing communication and analytical skills.

Responsibilities

• 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.

Skills

Finance transformation

Accounting advisory

Consulting

Client-facing communication

Project management

Education

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

CPA

MBA

Tools

ERP

EPM

Job description

Forvis Mazars, LLP, in Tysons, VA, seeks a Manager to lead finance and accounting transformation engagements for private equity sponsors and portfolio companies. You will shape scalable operating models, strengthen processes, and accelerate reporting to support growth, acquisitions, and exit readiness.

You will guide R2R, O2C, P2P and controllership workstreams, run workshops with CFOs and PE teams, develop roadmaps, and oversee ERP/EPM initiatives to ensure delivery, value, and client