Senior Manager, CFO & Business Consulting - Finance Transformation - 2237067

Forvis Mazars

$149K — $229K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 7+ years of experience in accounting, finance transformation, or advisory services.
  • Expertise in end-to-end finance and accounting processes (P2P, O2C, R2R)
  • Experience in Financial Services, including banking or insurance sectors.
  • Background in a consulting or professional services environment.

Responsibilities

  • Lead and support finance transformation initiatives to drive process improvements.
  • Provide strategic insights on finance operations, focusing on industry trends.
  • Conduct assessments of business processes to identify inefficiencies and value creation opportunities.
  • Develop interactive dashboards and analytics using Power BI to translate data into insights.
  • Manage engagement delivery including planning, execution, and client communication.
  • Demonstrate sound judgment in managing engagements and addressing risks.
  • Support business development through client relationship management and proposals.
  • Mentor team members, promoting a collaborative and inclusive environment.

Benefits

  • Health plan benefits
  • 401(K) plan
  • Profit-sharing contributions
  • Flexible time off
  • 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, 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 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

#LI-CLTU, #LI-NYC

#LI-BM

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)

$ 149,300

NY Maximum Salary (USD)

$ 229,700

Similar Jobs

More Jobs at Forvis Mazars

More Finance & Insurance Jobs

Find similar Senior Manager, CFO & Business Consulting - Finance Transformation - 2237067 jobs: