Managing Consultant - Nonprofit Advisory Services

Forvis Mazars, LLP; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Managing Consultant for their Nonprofit Advisory Services. In this role, you will lead diverse projects, focusing on financial management and compliance for nonprofit clients. Your expertise in project management, accounting, and client service will be crucial as you guide teams through planning and execution phases. The ideal candidate will possess strong analytical skills and a keen attention to detail, ensuring successful project outcomes. This is a fantastic opportunity to make a meaningful impact in the nonprofit sector while working in a dynamic and supportive environment.

Qualifications

• 5+ years of accounting/consulting experience, with 1 year in public accounting.
• Proficiency in Microsoft Office and experience with accounting software.

Responsibilities

• Lead and manage multiple client projects in the nonprofit sector.
• Conduct financial assessments and ensure compliance with regulations.

Skills

Project Management

Analytical Skills

Communication Skills

Attention to Detail

Client Service

Education

Bachelor's Degree in Accounting or Finance

Master's Degree in Related Field

Tools

Microsoft Office Suite

QuickBooks

Financial Edge

Intacct

bill.com

expensify

stripe

PayPal

Raisers Edge

Microsoft Dynamics

Job description

Geo-Consulting - Managing Consultant - Nonprofit Advisory Services

Posting Title: Managing Consultant - Nonprofit Advisory Services

Ref #: 2234648

Date Published: Thursday, February 27, 2025

Location: Texas, United States

Job Category: Other Consulting Services

Working Time: Full Time

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