CFO & Business Advisory Consultant

Multiple Locations: Charlotte, NC, USA • Atlanta, GA, USA • New York, NY, USA • Tysons, VA, USA • Richmond, VA, USA • United States


Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.


FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2022-9404

Position Title:

External Description: Responsibilities

How you will contribute:

  • Maintaining and achieving high quality in work, client relations, and team relations
  • Maintaining a working knowledge of business process optimization, financial reporting/management reporting, ERP implementations, and FP&A Analytics appropriate for the project
  • Serving in more of a leadership role on client work as technical knowledge and experience grows
  • Executing and helping to lead client engagement activities in all phases of the project life cycle from start to end

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


Minimum Qualifications:
  • BA or BS in Accounting, Finance, Business, or related field
  • Ability to travel at a minimum of 40-50%
  • Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook

Preferred Qualifications
  • Master's Degree in Accounting, Finance, or Business
  • CPA or CPA eligible
  • Consulting or industry experience
  • ERP system experience
  • Demonstrated technical financial reporting knowledge



Community / Marketing Title: CFO & Business Advisory Consultant