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Consultant, CFO & Business Consulting

Forvis
United Statesfull_timeVerifiedPosted 28 Apr 2026

About the role

General information

Name Consultant, CFO & Business Consulting Posting Title Consultant - CFO & Business Consulting, Financial Services Ref # 2236734 Date Published Friday, April 24, 2026 City Charlotte State North Carolina Country United States Job Category Risk Advisory Advertised Location US-NY-New York Working time Full Time

Description & Requirements

The CFO & Business Consulting team transforms finance functions through innovative, tech-enabled strategies. From shared service enablement and business process outsourcing to financial close optimization, they help organizations streamline operations and tackle complex accounting challenges. By combining industry best practices with data-driven insights, the team drives process efficiency, enhances analytics, and supports sustainable growth through modernized financial operations.
What You Will Do:
  • Maintain and achieve high quality in work, client relations and team relations
  • Maintain a working knowledge of business process optimization, financial reporting/management reporting, ERP implementations, and FP&A Analytics appropriate for the project
  • Support and manage key project management activities, including scoping, timelines, task coordination, and communication across client and internal teams
  • Serve in more of a leadership role on client work as technical knowledge and experience grows
  • Execute and help lead client engagement activities in all phases of project life cycle from start to end
  • Perform other duties as assigned by the firm’s leadership

Minimum Qualifications:
  • Bachelor’s degree in a relevant field from an accredited institution
  • 1+ year(s) of relevant experience in public accounting or industry
  • Experience within Financial Services, including exposure to project‑based work and accounting and/or tax functions

Preferred Qualifications:
  • Master’s degree in Accounting, Finance, or Business
  • Prior consul

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Company

Forvis

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