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Managing Director, CFO & Business Consulting

Forvis
New York City, United Statesfull_timeVerifiedPosted 11 Mar 2026

About the role

General information

Name Managing Director, CFO & Business Consulting Posting Title Managing Director, PE Value Creation & Transformation Ref # 2236535 Date Published Tuesday, March 10, 2026 City New York State New York Country United States Job Category Risk Advisory Advertised Location US-IL-Chicago, US-NY-New York Working time Full Time

Description & Requirements

The Private Equity Value Creation team accelerates operational and financial performance across portfolio companies through targeted, execution‑focused transformation. From optimizing accounting processes to enhancing the use of financial systems and data, the team helps companies scale efficiently and unlock measurable value. By combining deep finance operations expertise with technology‑enabled solutions and hands‑on implementation, the group improves cash flow, strengthens controls, and drives sustainable profitability—delivering results aligned to each fund’s value‑creation thesis.

What You Will Do:
  • Lead end‑to‑end delivery of value‑creation initiatives for private equity clients, overseeing multiple workstreams and ensuring high‑quality, measurable outcomes.
  • Translate investment thesis and value‑creation goals into comprehensive transformation roadmaps across finance, accounting, and operational processes.
  • Identify improvement opportunities across P2P, O2C, and C2R/R2R workflows while guiding teams on technology‑enabled enhancements and scalable solutions.
  • Serve as a senior advisor to PE operating partners and portfolio company executives, facilitating alignment, decision‑making, and progress toward value‑creation targets.
  • Direct advanced financial and operational diagnostics, including KPI design, modeling, workflow analysis, and quantification of improvement levers.
  • Oversee evaluations and optimizations of financial systems to enhance automation, controls, and data integrity.
  • Review and approve deliverables, ensuring clarity, accuracy, and adherence to firm standards and client objec

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Company

Forvis

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