Leadership Overview
Forvis Mazars has 10 executives leading key functions including audit, assurance, tax, advisory, and consulting services.
Committed to delivering profound insights through a global network, Forvis Mazars provides tailored financial solutions that empower clients to navigate complex market landscapes with agility and precision.
Committed to delivering profound insights through a global network, Forvis Mazars provides tailored financial solutions that empower clients to navigate complex market landscapes with agility and precision.
Leadership Roles at Forvis Mazars
Kaeley Bennett - Manager, Chief Financial Officer and Business Consulting
Kaeley Bennett, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, directs financial advisory services focused on corporate restructuring and performance improvement. Bennett architects detailed financial models that assist clients in navigating complex fiscal transitions and capital allocation decisions. By overseeing the analysis of financial health and operational metrics, the Manager, Chief Financial Officer and Business Consulting ensures that clients receive precise, data-backed guidance. This leadership role involves close collaboration with business consulting teams to integrate financial strategy with broader organizational goals. Kaeley Bennett drives the development of customized financial reporting frameworks that enhance transparency and decision-making. Through the management of client engagements, the Manager, Chief Financial Officer and Business Consulting maintains high standards of analytical rigor and professional service. This focus on financial advisory supports the firm's mission to provide profound insights. Ultimately, Bennett secures client success by delivering expert financial strategies that drive long-term growth.
Tansy Tan - Manager, Chief Financial Officer and Business Consulting
Tansy Tan, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, directs strategic initiatives related to treasury management and working capital optimization. Tan architects comprehensive financial strategies that improve liquidity and cash flow efficiency for diverse client portfolios. By overseeing the implementation of advanced financial planning tools, the Manager, Chief Financial Officer and Business Consulting ensures that clients maintain robust financial health. This leadership role involves constant interaction with executive leadership to align financial advisory services with evolving market conditions. Tansy Tan drives the adoption of best practices in financial risk management to protect client assets and enhance stability. Through the management of complex consulting projects, the Manager, Chief Financial Officer and Business Consulting fosters a culture of precision and strategic foresight. This focus on financial advisory supports the firm's mission to provide profound insights. Ultimately, Tan secures client value by delivering expert financial solutions that optimize performance.
Ben Knoedler - Manager, Chief Financial Officer and Business Consulting
Ben Knoedler, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, directs advisory services focused on mergers, acquisitions, and post-merger integration. Knoedler architects detailed valuation models and synergy assessments that guide clients through complex transaction lifecycles. By overseeing the due diligence process, the Manager, Chief Financial Officer and Business Consulting ensures that clients make informed investment decisions based on accurate financial data. This leadership role involves close coordination with legal and tax teams to provide holistic advisory support. Ben Knoedler drives the development of integration roadmaps that maximize value creation and minimize operational disruption. Through the management of high-stakes consulting engagements, the Manager, Chief Financial Officer and Business Consulting maintains a focus on strategic alignment and long-term growth. This dedication to financial advisory supports the firm's mission to provide profound insights. Ultimately, Knoedler secures client success by delivering expert guidance throughout the entire transaction process.
Lucy Liu - Manager, Chief Financial Officer and Business Consulting
Lucy Liu, the Manager, Chief Financial Officer and Business Consulting at Forvis Mazars, directs advisory services focused on internal control optimization and financial process automation. Liu architects streamlined financial workflows that reduce manual errors and enhance reporting accuracy for global clients. By overseeing the implementation of automated accounting systems, the Manager, Chief Financial Officer and Business Consulting ensures that clients achieve greater operational efficiency and compliance. This leadership role involves constant collaboration with IT and finance departments to integrate new technologies into existing business structures. Lucy Liu drives the adoption of best-in-class financial management practices that support sustainable growth. Through the management of consulting projects, the Manager, Chief Financial Officer and Business Consulting maintains a focus on delivering measurable improvements in financial performance. This dedication to financial advisory supports the firm's mission to provide profound insights. Ultimately, Liu secures client success by delivering expert solutions that modernize financial operations.
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 regulatory compliance and financial risk assessment. Gorman architects robust compliance frameworks that help clients navigate the complexities of international financial regulations. By overseeing the evaluation of internal risk management systems, the Manager, Chief Financial Officer and Business Consulting ensures that clients maintain high standards of governance and transparency. This leadership role involves close engagement with audit teams to provide comprehensive risk mitigation strategies. Audrey Gorman drives the development of proactive compliance monitoring tools that identify potential issues before they escalate. Through the management of consulting engagements, the Manager, Chief Financial Officer and Business Consulting fosters a culture of accountability and strategic foresight. This focus on financial advisory supports the firm's mission to provide profound insights. Ultimately, Gorman secures client stability by delivering expert guidance on regulatory matters and risk management.
Ted Parker - Chief Operating Officer
Ted Parker, the Chief Operating Officer at Forvis Mazars, directs the internal infrastructure and operational workflows that sustain the firm's global service delivery. Parker architects scalable systems to enhance productivity across audit, tax, and advisory departments. By optimizing resource allocation and streamlining administrative processes, the Chief Operating Officer ensures that the firm maintains its agility in a fast-paced market. This leadership role involves close coordination with the executive team to align operational capacity with strategic growth targets. Ted Parker drives the implementation of standardized operational protocols that improve consistency and service quality worldwide. Through the management of internal support functions, the Chief Operating Officer fosters an environment conducive to professional excellence and innovation. This focus on operational efficiency supports the firm's ability to provide high-quality services at scale. Ultimately, Parker secures the firm's operational stability by building resilient systems that adapt to changing business demands.
Luis Espinosa - Regional Chief Information Officer (Americas)
Luis Espinosa, the Regional Chief Information Officer (Americas) at Forvis Mazars, directs the digital transformation and technology strategy across the Americas region. Espinosa architects secure, scalable cloud infrastructure that supports the firm's audit and consulting operations. By overseeing the integration of advanced cybersecurity measures, the Regional Chief Information Officer (Americas) protects sensitive client data and ensures compliance with regional privacy regulations. This leadership role involves constant collaboration with global IT teams to harmonize technology standards and drive innovation. Luis Espinosa drives the adoption of emerging technologies that enhance data analytics capabilities and improve service delivery speed. Through the management of regional technology investments, the Regional Chief Information Officer (Americas) ensures that the firm remains at the forefront of digital excellence. This focus on technological advancement supports the firm's mission to provide profound insights. Ultimately, Espinosa secures the firm's digital future by building robust, future-ready IT systems.
M. Little - Managing Director
M. Little, the Managing Director at Forvis Mazars, directs high-level audit and assurance strategies across diverse international markets. Little oversees the integration of complex regulatory frameworks to ensure compliance and operational excellence for global clients. By architecting robust risk management protocols, the Managing Director strengthens the firm's reputation for technical accuracy and professional integrity. This leadership role involves constant collaboration with the board to refine service delivery models and expand market reach. M. Little drives the implementation of advanced audit methodologies that enhance transparency and financial clarity. Through meticulous oversight of engagement teams, the Managing Director maintains the highest standards of quality control. This commitment to excellence supports the firm's mission to provide deep, actionable insights. Ultimately, Little secures long-term client trust by delivering consistent, high-value results that address the evolving needs of the modern business environment.
Amanda Thomas - Managing Director
Amanda Thomas, the Managing Director at Forvis Mazars, leads the expansion of tax advisory services within the competitive professional services sector. Thomas architects comprehensive tax planning strategies that optimize financial outcomes for multinational corporations. By aligning tax compliance with broader business objectives, the Managing Director ensures seamless integration of fiscal policy and operational growth. This leadership role requires constant monitoring of global tax legislation to provide proactive guidance to clients. Amanda Thomas drives the development of innovative tax technology solutions that streamline reporting and reduce administrative burdens. Through strategic coordination with regional partners, the Managing Director fosters a culture of technical proficiency and client-centric service. This focus on specialized tax expertise supports the firm's goal of providing local understanding with global scale. Ultimately, Thomas enhances the firm's market position by delivering sophisticated tax solutions that drive sustainable value for every client engagement.
Kendall Rossi - Managing Director
Kendall Rossi, the Managing Director at Forvis Mazars, manages the strategic direction of consulting and advisory operations. Rossi architects transformative business solutions that address complex organizational challenges for clients across various industries. By overseeing the deployment of specialized consulting teams, the Managing Director ensures that every project delivers measurable improvements in operational efficiency and performance. This leadership role involves deep engagement with stakeholders to identify growth opportunities and mitigate systemic risks. Kendall Rossi drives the adoption of data-driven methodologies that provide clients with clear, actionable intelligence. Through rigorous project management and resource allocation, the Managing Director maintains high levels of service quality and client satisfaction. This dedication to advisory excellence supports the firm's mission to blend scale with profound insight. Ultimately, Rossi secures the firm's competitive advantage by consistently delivering innovative consulting strategies that foster long-term success for diverse global organizations.
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