Manager, CFO & Business Consulting - Finance Transformation - 2237066

Forvis Mazars

$111K — $175K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5+ years of experience in accounting, finance transformation, or finance advisory services.
  • Knowledge of full finance and accounting processes: P2P, O2C, and R2R.
  • Experience in Financial Services sectors, including banking and insurance.
  • Background in consulting or professional services.

Responsibilities

  • Lead finance transformation initiatives to improve processes and automation.
  • Identify client challenges using industry trends and insights.
  • Conduct assessments of business processes for operational improvements.
  • Create interactive dashboards and reports using Power BI.
  • Manage all aspects of project delivery from planning to execution.
  • Show independent judgment in problem-solving and engagement management.
  • Support business development and improve client relationships.
  • Mentor team members and support their career development.

Benefits

  • Group health plan benefits.
  • 401(K) with profit-sharing contributions.
  • Flexible time off policy.
  • Parental leave.
Full Job Description
Description & Requirements

What You Will Do:

  • Lead and support finance transformation initiatives, identifying and implementing opportunities for process improvement, standardization, and automation.
  • Provide an independent perspective on finance and accounting organizations, leveraging industry trends, market insights, and leading practices to address client challenges and opportunities.
  • Conduct in-depth assessments of business processes to identify inefficiencies, control gaps, and opportunities for operational improvement.
  • Transform complex data into actionable insights through interactive, user-friendly dashboards and reporting solutions utilizing Power BI.
  • Manage all aspects of project delivery, including planning, budgeting, staffing, execution, client communications, and the successful delivery of project objectives.
  • Demonstrate sound judgment and independent thinking in engagement management, including problem-solving, solution development, risk identification, and quality assurance.
  • Contribute to business development and go-to-market initiatives by supporting proposal efforts, identifying opportunities within existing client relationships, and delivering exceptional client service.
  • Manage, mentor, and develop team members by providing coaching, constructive feedback, and career development support while fostering a collaborative and inclusive team environment.

Minimum Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5+ 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 Financial Services organizations, including 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

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 111,690

NY Maximum Salary (USD)

$ 175,200

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