Lead Consultant, CFO & Business Consulting - PE Value Creation
FORVIS • Dallas, Texas • Posted June 28, 2026
About the Role
Requisition Number2236364Description & 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 value-creation thesis.
What You Will Do:
Lead end-to-end delivery of value-creation engagements for private equity clients, overseeing day-to-day execution, managing risks and dependencies, and ensuring outcomes drive measurable financial and operational improvements Serve as a primary point of contact f...
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 value-creation thesis.
What You Will Do: