PE Value Creation Senior Consultant

Description & Requirements

Ready to Accelerate Your Career? Join Our Rapidly Expanding Consulting Team!

Forvis Mazars is a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. We are driven by our commitment to FORward VISion in providing rewarding careers and delivering unmatched client experiences through innovative services to our industry-leading global clients.

The newly combined Private Equity Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. Our team serves many Private Equity Firms and their portfolio companies throughout the Transaction Lifecycle and in creating value for their investors and partners. Forvis Mazars serves as Audit & Tax partners to both the funds and their company holdings and provides financial and operational consulting services to ensure successful performance.

Who Makes A Highly Successful Consultant?

We're on the lookout for individuals to join our global and inclusive community of dedicated Private Equity consultants. These diverse professionals should be highly skilled, entrepreneurial, and future-focused; they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations.

Your New Career Challenge

Daily, you will have the opportunity to grow and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals.

As part of our growing team, you will work with our clients, including some of the most iconic private equity firms, as they reshape private equity investing for the future. You will gain in-depth experiences around digital transformation, strategy, and business change initiatives, both emerging and current, to help our global clients create competitive advantages and respond to evolving global regulatory requirements.

Areas of focus include:

• Accounting and Finance operations
• Business and Financial Modeling
• Middle market ERP (NetSuite preferred)
• Merger Integration
• Process Improvement
• Project Management

How you will contribute:

• Provide interim accounting/finance capabilities for both recent and existing PE-owned platform companies evolving from start-up accounting and finance processes to efficient and scalable operations
• Lead a current state assessment of accounting and finance operations and current state systems from a quantitative and qualitative standpoint
• Leading client engagement activities in all phases of the project life cycle from start to end
• Design and implement accounting and reporting best practices and processes and transition to internal company accounting staff.
• Perform and manage specific accounting and reporting duties including but not limited to:
• Prepare account reconciliations
• Participate in and manage monthly accounting close process while providing recommendations to improve the time to close
• Understand and implement the most efficient way to effect and record accounting transactions
• With the direction of engagement lead, design, automate and prepare monthly financial reporting packages
• With the direction of engagement lead, design, automate and prepare other periodic KPI metrics and dashboarding
• Whenever applicable, leverage other firm resources and technology to automate transactions and reporting
• Providing transaction-related accounting and financial reporting support for transactions such as mergers and acquisitions, spin-offs, and other complex transactions
• Advising on large-scale and small-scale accounting engagements and providing clients with support in understanding and implementing new or complex accounting standards, such as consolidation, acquisition accounting, fair value measurement, revenue recognition, and leasing
• Provide support to engagements focused on implementing or transitioning accounting systems (e.g. ERP) for clients that have outgrown their existing process and platform
• Helping develop firm thought-ware on technical accounting and financial reporting matters
• Work with engagement lead and Partner/Managing Director to continually work to identify opportunities to provide value to clients through cross-group referrals
• Will travel regularly (25% up to 50%)

We are looking for people who have Forward Vision and:

• Strong oral, written, and overall communication skills
• Strong analytical and critical thinking skills with the ability to solve problems in an ever-changing environment
• Ability to develop and maintain strong client relationships/project management

Minimum Qualifications:

• Bachelor's degree in Accounting, Business Administration, Management Systems or equivalent
• 3 years or more of performance improvement and Finance & Accounting management/improvement
• Proficiency with Microsoft Excel

Preferred Qualifications:

• Master's degree and/or Certification (CPA etc.)
• Previous experience in a consulting/public accounting or project management firm
• Experience with other systems (Intacct, MS, etc.)
• Experience with NetSuite ERP

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