Managing Director, CFO & Business Consulting

About the role

General information Name Managing Director, CFO & Business Consulting Posting Title Managing Director, PE Value Creation & Transformation Ref # 2237413 Date Published Thursday, August 20, 2026 City Chicago State Illinois Country United States Job Category Risk Advisory Advertised Location US-IL-Chicago 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 objectives. Guide improvements to month‑end close, financial reporting, forecasting, and budgeting processes, ensuring portfolio companies deliver board‑ready and lender‑ready outputs. Lead business development by identifying new opportunities, building client relationships, developing proposals, and supporting growth within the practice Provide leadership and coaching to project teams, supporting skill development, performance management, and a culture of accountability and collaboration. Manage engagement economics, resourcing, delivery risk, and overall engagement quality to ensure operational excellence. Contribute to practice growth by enhancing methodologies, tools, delivery frameworks, and the overall PE Value Creation offering Minimum Qualifications: Bachelor’s Degree 12+ years of relevant experience in finance, value creation, operational improvement, accounting, or related areas Experience working with private equity clients or within a private equity value creation or portfolio operations environment Demonstrated success leading complex, multi‑workstream transformation initiatives that deliver tangible operational and financial improvements. Experience in business development, including identifying opportunities, building and maintaining senior client relationships, and contributing to proposal development and practice growth #LI-CHI #LI-BM About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit. Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. 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