CFO & Business - PE Value Creation Lead Consultant

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.

About FORVIS

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 FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. 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: 2229923

Position Title:

External Description: Description & Requirements

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

FORVIS, formed by the merger of DHG and BKD, 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 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 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

#LI-CH1

Colorado's Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. 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 reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range:

CO Minimum Salary (USD)

$ 65,000

CO Maximum Salary (USD)

$ 108,500

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 reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 75,300

NY Maximum Salary (USD)

$ 115,900

California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. 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 reserves the right to make changes to the salary range based on business needs.

California Salary Range:

CA Minimum Salary (USD)

$ 75,000

CA Maximum Salary (USD)

$ 137,000

Close Date: 05/21/2024

City: Charlotte

State: North Carolina

Community / Marketing Title: CFO & Business - PE Value Creation Lead Consultant

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

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 a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

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, gender identity, 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.