Geo - Consulting - Nonprofit Advisory Services - Manager

3 weeks ago

Chicago, United States FORVIS Full time

General information

Name

Geo - Consulting - Nonprofit Advisory Services - Manager

Posting Title

Manager | Nonprofit Advisory Services

Ref #

2233151

Date Published

Wednesday, July 24, 2024

City

Chicago

State

Illinois

Country

United States

Job Category

Accounting Services

Office

Chicago IL (Forvis)

Advertised Location

US-IL-Chicago, US-IL-Chicago

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 industryOverall project management, including planning, supervising, and executing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reportingReviewing and/or assisting with accounting outsourcing services including:General ledger and financial statement preparationMonthly and year-end closing assistanceAccount and bank reconciliationsAudit preparation servicesParticipating and leading projects evaluating Federal and State grant compliance and other compliance with regulatory requirementsPerforming operation and financial assessments of client’s grants management compliance and finance departments processes, policies, procedures, and internal controlsAssisting with the development of policies and proceduresLeading engagement relationships with appropriate levels of client interaction; managing calendar/meetings for client and team interactionsPerforming industry and technical research for the development of new client solutionsUtilizing technology and best practices to improve internal processes for projectsAssisting 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 preferredAssisting in managing, developing, and coaching professional staffWe 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 interactionsAbility to manage and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon deadlinesThe ability to professionally write and communicate deliverables including but not limited to client meetings, internal meetings, and projectsAdvanced computer skills and ability to learn new software related to the accounting function of an organizationHighly attention to detail as well as the ability to demonstrate strong analytical skillsAbility to complete occasional travel Minimum Qualifications: Bachelor’s degree in Accounting or Finance5 years or more of accounting and/or consulting experience with at least 1 year of experience in public accountingProficiency in Microsoft Office Suite Preferred Qualifications: Accounting and/or consulting experience within the nonprofit industryCPA license or eligibility to sit for the CPA examExperience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, bill.com, expensify, stripe, PayPalExperience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50Private industry accounting department management roleTeam management experienceMaster’s degree in related field 
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