Leadership Overview
Forvis Mazars has 10 executives leading key functions including operations, financial strategy, business consulting, and information technology.
Committed to delivering global audit and advisory excellence, Forvis Mazars provides tailored insights across 100 countries to ensure clients navigate complex financial landscapes with agility and precision.
Committed to delivering global audit and advisory excellence, Forvis Mazars provides tailored insights across 100 countries to ensure clients navigate complex financial landscapes with agility and precision.
Leadership Roles at Forvis Mazars
Anna Croasdale - Chief Financial Officer, Business Consulting Private Equity Value Creation
Anna Croasdale, the Chief Financial Officer, Business Consulting Private Equity Value Creation at Forvis Mazars, architects financial strategies specifically tailored for private equity clients. Overseeing value creation initiatives, the Chief Financial Officer, Business Consulting Private Equity Value Creation ensures that portfolio companies achieve maximum operational performance. This leadership role involves deep analysis of market trends to drive profitability and sustainable growth. By leveraging profound industry insights, Anna Croasdale directly impacts the financial outcomes of complex consulting engagements. The Chief Financial Officer, Business Consulting Private Equity Value Creation collaborates with advisory teams to refine investment theses and operational roadmaps. Through meticulous financial oversight, Croasdale secures competitive advantages for clients, ensuring that every consulting project aligns with the firm's mission to provide both global perspective and local understanding in the private equity space.
Kevin Lee - Manager, Chief Financial Officer and Business Consulting
Kevin Lee, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, executes financial advisory projects focused on internal accounting controls and business process optimization. Overseeing client-facing consulting engagements, the Manager, Chief Financial Officer and Business Consulting ensures that financial reporting remains accurate and compliant with international standards. This leadership role involves translating complex data into actionable business strategies for diverse corporate clients. By implementing robust financial frameworks, Kevin Lee directly impacts the operational stability of the organizations served. The Manager, Chief Financial Officer and Business Consulting coordinates with senior leadership to deliver high-impact advisory solutions. Through diligent project management, Lee secures improved financial transparency for clients, ensuring that every consulting engagement reflects the firm's commitment to providing deep, localized expertise within the broader global audit and assurance framework.
James Schwan - Manager, Chief Financial Officer and Business Consulting
James Schwan, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, directs strategic financial planning and performance improvement initiatives for mid-market enterprises. Overseeing the development of financial models, the Manager, Chief Financial Officer and Business Consulting ensures that clients optimize cash flow and capital allocation. This leadership role involves identifying growth opportunities through rigorous financial analysis and market assessment. By providing clear, data-driven guidance, James Schwan directly impacts the long-term fiscal health of the firm's client base. The Manager, Chief Financial Officer and Business Consulting collaborates with cross-functional teams to deliver comprehensive advisory services. Through precise execution of financial strategies, Schwan secures operational efficiency for clients, ensuring that every consulting project aligns with the firm's mission to blend global capacity with the specific, nuanced needs of local business environments.
Ben Knoedler - Manager, Chief Financial Officer and Business Consulting
Ben Knoedler, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, architects financial transformation programs for organizations seeking to modernize accounting functions. Overseeing the implementation of new financial systems, the Manager, Chief Financial Officer and Business Consulting ensures that clients achieve seamless integration of technology and accounting processes. This leadership role involves managing complex consulting projects that drive organizational agility. By streamlining financial operations, Ben Knoedler directly impacts the efficiency and scalability of the firm's clients. The Manager, Chief Financial Officer and Business Consulting works closely with internal stakeholders to maintain high standards of service delivery. Through expert guidance, Knoedler secures improved financial oversight for clients, ensuring that every consulting engagement supports the firm's overarching goal of providing insightful, tailored advisory services across diverse global markets.
Audrey Gorman - Manager, Chief Financial Officer and Business Consulting
Audrey Gorman, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, directs advisory services focused on risk management and financial governance. Overseeing the assessment of internal controls, the Manager, Chief Financial Officer and Business Consulting ensures that clients mitigate financial risks while pursuing growth. This leadership role involves developing comprehensive strategies to enhance corporate accountability and transparency. By providing expert risk mitigation advice, Audrey Gorman directly impacts the stability and reputation of the organizations served. The Manager, Chief Financial Officer and Business Consulting coordinates with audit teams to ensure a holistic approach to financial health. Through meticulous attention to detail, Gorman secures robust governance frameworks for clients, ensuring that every consulting project reflects the firm's dedication to providing deep, localized insight within the global audit and assurance landscape.
Alex Payne - Manager, Chief Financial Officer and Business Consulting
Alex Payne, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, executes financial restructuring and turnaround strategies for distressed or evolving businesses. Overseeing the analysis of financial performance, the Manager, Chief Financial Officer and Business Consulting ensures that clients identify and resolve underlying fiscal inefficiencies. This leadership role involves managing high-stakes consulting engagements that require rapid, decisive action. By optimizing financial structures, Alex Payne directly impacts the viability and future growth potential of the firm's clients. The Manager, Chief Financial Officer and Business Consulting collaborates with senior advisory partners to deliver tailored solutions. Through strategic financial intervention, Payne secures long-term sustainability for clients, ensuring that every consulting project aligns with the firm's mission to provide agile, insightful, and effective support in complex business environments.
John Rowe - Director, Chief Financial Officer and Business Consulting
John Rowe, the Director, Chief Financial Officer and Business Consulting at Forvis Mazars, architects high-level financial advisory strategies for large-scale corporate clients. Overseeing the delivery of complex consulting engagements, the Director, Chief Financial Officer and Business Consulting ensures that financial strategies align with broader corporate objectives. This leadership role involves managing senior-level relationships and driving business development across the consulting practice. By providing strategic financial leadership, John Rowe directly impacts the firm's market position and client retention rates. The Director, Chief Financial Officer and Business Consulting coordinates with the board and other C-suite leaders to ensure consistent service quality. Through expert guidance, Rowe secures significant value for clients, ensuring that every consulting project reflects the firm's commitment to providing deep, localized expertise within the global audit and assurance framework.
Thomas Linden - Chief Financial Officer, Business Advisory
Thomas Linden, the Chief Financial Officer, Business Advisory at Forvis Mazars, directs the firm's business advisory practice, focusing on financial strategy and operational excellence. Overseeing the development of advisory service lines, the Chief Financial Officer, Business Advisory ensures that the firm provides comprehensive support for complex business challenges. This leadership role involves managing the strategic direction of the advisory division to meet evolving market demands. By fostering a culture of innovation and precision, Thomas Linden directly impacts the firm's ability to deliver high-value consulting solutions. The Chief Financial Officer, Business Advisory collaborates with global leadership to expand the firm's footprint in key advisory sectors. Through strategic oversight, Linden secures the firm's reputation for excellence, ensuring that every advisory engagement provides the deep, localized insight necessary for client success in a global economy.
Ted Parker - Chief Operating Officer
Ted Parker, the Chief Operating Officer at Forvis Mazars, directs the firm's internal infrastructure and global service delivery models. Overseeing the integration of audit and assurance workflows, the Chief Operating Officer ensures operational efficiency across all international territories. This leadership role involves scaling internal capacity to match the firm's expansive market reach. By optimizing resource allocation and streamlining cross-border collaboration, Ted Parker directly impacts the firm's ability to provide consistent, high-quality consulting services. The Chief Operating Officer maintains alignment with the board to execute long-term growth strategies. Through rigorous process management, Parker secures the operational foundation necessary for sustained excellence in the competitive accounting and advisory sector, ensuring that every client engagement benefits from the firm's combined scale and local expertise.
Luis Felipe Escobar - Regional Chief Information Officer (Americas)
Luis Felipe Escobar, the Regional Chief Information Officer (Americas) at Forvis Mazars, directs the technological infrastructure and digital transformation initiatives across the Americas. Overseeing the deployment of secure, scalable IT systems, the Regional Chief Information Officer (Americas) ensures that the firm's global data capabilities support local operational needs. This leadership role involves managing cybersecurity protocols and digital innovation to maintain the firm's competitive edge. By integrating advanced technology into audit and consulting workflows, Luis Felipe Escobar directly impacts the firm's ability to deliver high-speed, data-driven insights. The Regional Chief Information Officer (Americas) collaborates with global IT leadership to standardize systems while maintaining regional flexibility. Through strategic technology management, Escobar secures the digital foundation of the firm, ensuring that every client engagement benefits from robust, secure, and efficient information systems.
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