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Outsourced Accounting Services

3 months ago

Raleigh, North Carolina, United States Forvis Full time
& Requirements


We are looking for a Managing Consultant to join our team in the Outsourced Accounting Services group, this position offers you an excellent opportunity to collaborate with clients and co-workers by providing Unmatched Client Service in a positive environment.


To be successful in this role, you should be a self-starter who embraces technology, enjoys the challenge of solving problems and appreciates a variety of clients.

This is an excellent role to expand your knowledge of accounting operations and gain exposure to business development activities.

How you will contribute:
Formally assess a client's current accounting system and business functions

Make recommendations for improvement in various aspects of a company's financial operations

Implement recommendations to a client's system

Assist clients with management reporting, including budgeting, KPIs and other metrics, including internal review of such reports

Research, discovery, and creation of new business technologies to streamline and grow the practice including opportunities with existing clients

Lead a team of Outsourced Accounting professionals, including on-going teaching, training and professional development

Participate in the proposal process for prospective clients

Represent FORVIS in the professional and business community

We are looking for people with Forward Vision and:

Demonstrated ability to establish priorities, manage shifting priorities, and handle numerous time-sensitive projects with multiple deadlines

Excellent presentation and communication skills targeted to effectively present information to C-level management, public groups, and/or board of directors

The ability to clearly and concisely emphasize key objectives

Aptitude and passion for learning new software(s) and other technologies

The ability and awareness to recognize when an approach is not effective and can pivot to a new approach seamlessly

Desire to teach and train team members

Ability to travel as needed (to client locations, FORVIS practice offices and/or conferences)

Minimum Qualifications:
Bachelor's degree in accounting, finance, or another related field

Minimum of 7 years of experience in public accounting, organizational accounting operations including accounting system operations, financial statement preparation and supervision of accounting, payroll and sales tax functions

Ability to learn to navigate several accounting packages and add-on platforms

Preferred Qualifications:
Experience with accounting software(s), monthly/period processing and closing, financial statement analysis and preparation

CPA, CGMA, or CMA certificate

QuickBooks Online Advanced Certification

Sage Intacct user experience and Accounting Specialist Certification

Business development experience

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