Senior Manager, CFO & Business Consulting – Finance Transformation

Forvis Mazars, LLP; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Forvis Mazars US seeks a seasoned finance transformation leader to drive process improvements and standardization across finance functions. You will translate data into actionable insights using Power BI, oversee engagements, and mentor a delivery team while maintaining strong client relationships.

The role requires deep experience in P2P, O2C, and R2R processes within a consulting environment, with a focus on delivering high-impact outcomes and a collaborative, inclusive culture.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ 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, automation, and sustainable change.
• Provide strategic perspectives on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to help clients address key challenges and opportunities.
• Conduct and oversee assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement and value creation.
• Translate complex data into actionable insights through the development of interactive dashboards, reporting solutions, and analytics utilizing Power BI.
• Manage all aspects of engagement delivery, including planning, budgeting, staffing, execution, client communications, and the successful achievement of project objectives.
• Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, quality assurance, and stakeholder management.
• Support business development and go-to-market initiatives through proposal development, relationship management, identification of opportunities within existing client accounts, and delivery of exceptional client service.
• Lead, mentor, and develop team members by providing coaching, constructive feedback, performance management, and career development support while fostering a collaborative and inclusive team environment.

Skills

Finance transformation

Power BI

Engagement management

Team leadership

Client relationship

Process improvement

Education

Bachelor’s degree in Accounting/Finance

CPA Certification

Tools

SAP

Oracle

Microsoft Dynamics

Workday

Blackline

Trintech

Job description

• Lead and support finance transformation initiatives, identifying and implementing opportunities for process improvement, standardization, automation, and sustainable change.
• Provide strategic perspectives on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to help clients address key challenges and opportunities.
• Conduct and oversee assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement and value creation.
• Translate complex data into actionable insights through the development of interactive dashboards, reporting solutions, and analytics utilizing Power BI.
• Manage all aspects of engagement delivery, including planning, budgeting, staffing, execution, client communications, and the successful achievement of project objectives.
• Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, quality assurance, and stakeholder management.
• Support business development and go-to-market initiatives through proposal development, relationship management, identification of opportunities within existing client accounts, and delivery of exceptional client service.
• Lead, mentor, and develop team members by providing coaching, constructive feedback, performance management, and career development support while fostering a collaborative and inclusive team environment.

What You Will Do

• Lead and support finance transformation initiatives, identifying and implementing opportunities for process improvement, standardization, automation, and sustainable change.
• Provide strategic perspectives on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to help clients address key challenges and opportunities.
• Conduct and oversee assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement and value creation.
• Translate complex data into actionable insights through the development of interactive dashboards, reporting solutions, and analytics utilizing Power BI.
• Manage all aspects of engagement delivery, including planning, budgeting, staffing, execution, client communications, and the successful achievement of project objectives.
• Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, quality assurance, and stakeholder management.
• Support business development and go-to-market initiatives through proposal development, relationship management, identification of opportunities within existing client accounts, and delivery of exceptional client service.
• Lead, mentor, and develop team members by providing coaching, constructive feedback, performance management, and career development support while fostering a collaborative and inclusive team environment.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ 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

Preferred Qualifications

• CPA Certification
• Experience with ERP platforms such as SAP, Oracle, Microsoft Dynamics, Workday, or similar financial systems.
• Experience with R2R platforms such as Blackline and Trintech

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.