Manager, PE Value Creation

About the role

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.

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.

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.

Requirements

• 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.

Qualifications

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

Skills

• Finance and accounting process expertise (R2R, O2C, P2P, close, reporting, working capital).
• Project management.
• Analytical thinking.