Manager, PE Value Creation

Description & Requirements 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. What You Will Do 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. Minimum 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. Preferred Qualifications CPA, MBA, or other relevant professional certification. Experience working with private equity sponsors and/or middle-market, PE-backed companies. Experience with post-acquisition integration, carve-outs, or exit readiness. Experience supporting ERP, EPM, or other finance technology implementations or optimizations. 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 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. 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 to not 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. 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 Virginia Wage Transparency Pursuant to Virginia's Equal Pay Law, the salary range displayed is for the Virginia market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include 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. VA Minimum Salary ( USD) $ 111690 VA Maximum Salary (USD) $ 175200 #J-18808-Ljbffr Forvis Mazars US