PE Value Creation Manager – Finance Transformation Leader

Forvis-Mazars; Tysons (VA); On-site; USD 112,000 - 175,000; Full time

Job summary

Forvis Mazars LLP seeks a Manager to join the Private Equity Value Creation team, leading finance and accounting transformation engagements for PE sponsors and middle-market portfolio companies. You will help clients improve operating models, strengthen processes, accelerate reporting, and support growth, acquisitions, and exit readiness.

The role blends client delivery, business development support, thought leadership, and team development, with responsibilities across R2R, O2C, P2P, and

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.

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

Client-facing

Project management

Communication

PE experience

Education

Bachelor's degree in Accounting/Finance

CPA certification

MBA (preferred)

Tools

ERP systems

EPM tools

Job description

Forvis Mazars LLP seeks a Manager to join the Private Equity Value Creation team, leading finance and accounting transformation engagements for PE sponsors and middle-market portfolio companies. You will help clients improve operating models, strengthen processes, accelerate reporting, and support growth, acquisitions, and exit readiness.

The role blends client delivery, business development support, thought leadership, and team development, with responsibilities across R2R, O2C, P2P, and