Managing Consultant - Nonprofit Advisory Services

FORVIS; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

FORVIS is seeking a Project Manager to lead various financial and compliance projects for nonprofit clients in Dallas. The ideal candidate will have a Bachelor's degree in Accounting or Finance and at least 5 years of relevant experience. Responsibilities include managing client engagements, ensuring compliance, and developing financial procedures. This role requires strong project management skills and the ability to communicate effectively with clients and team members.

Qualifications

• 5 years or more of accounting and/or consulting experience.
• Proficiency in Microsoft Office Suite.
• Experience in public accounting preferred.

Responsibilities

• Lead financial and compliance projects for nonprofit clients.
• Manage client relationships and project timelines.
• Develop policies and procedures for financial systems.

Skills

Attention to detail

Project management

Analytical skills

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office Suite

QuickBooks

Financial Edge

Job description

Requisition Number2234648 Description & Requirements

You will be assigned multiple clients and lead a team to execute projects that Forvis Mazars is hired to perform for the Nonprofit industry. You will also be responsible for executing various projects from planning, procedures performed and writing deliverables to the client including various client meetings, internal meetings, and project development. Projects could include grants management, accounting services, consulting, forecasting / projections, outsourced / interim controller responsibilities, and overall problem solving for Nonprofit clients as related to their financial systems, processes, and records.

This position offers an excellent opportunity for candidates who possess strong attention to detail, sensitivity to deadlines, and leadership and management capabilities. Dedication to client service is essential, including consistently positive interactions with clients and the demonstration of effective communication and people skills. The successful candidate will be an independent worker with excellent project management and time management skills and be able to keep the engagement executive apprised of client status and how to escalate issues.

How will you contribute :

• Working on a variety of financial, accounting, and compliance projects, with a primary focus on the nonprofit industry
• Overall project management, including planning, supervising, and executing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reporting
• Reviewing and / or assisting with accounting outsourcing services including :
• General ledger and financial statement preparation
• Monthly and year-end closing assistance
• Account and bank reconciliations
• Participating and leading projects evaluating Federal and State grant compliance and other compliance with regulatory requirements
• Performing operation and financial assessments of client's grants management compliance and finance departments processes, policies, procedures, and internal controls
• Assisting with the development of policies and procedures
• Leading engagement relationships with appropriate levels of client interaction; managing calendar / meetings for client and team interactions
• Performing industry and technical research for the development of new client solutions
• Utilizing technology and best practices to improve internal processes for projects
• Assisting with new business development, growing our client relationships, qualifying leads, and scoping opportunities.
• Ability to utilize social media and outlook for mail merge / email blast / postings preferred
• Assisting in managing, developing, and coaching professional staff

We are looking for people with Forward Vision and :

• The ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions
• Ability to manage and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon deadlines
• The ability to professionally write and communicate deliverables including but not limited to client meetings, internal meetings, and projects
• Advanced computer skills and ability to learn new software related to the accounting function of an organization
• Highly attention to detail as well as the ability to demonstrate strong analytical skills
• Ability to complete occasional travel

Minimum Qualifications :

• Bachelor's degree in Accounting or Finance
• 5 years or more of accounting and / or consulting experience with at least 1 year of experience in public accounting
• Proficiency in Microsoft Office Suite

Preferred Qualifications :

• Accounting and / or consulting experience within the nonprofit industry
• CPA license or eligibility to sit for the CPA exam
• Experience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, bill.com, expensify, stripe, PayPal
• Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50
• Master's degree in related field

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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

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, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity / affirmative action employer. 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 unsolicited referrals and / or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.